Jefferies Financial (JEF) Retained Earnings (2009 - 2026)
Jefferies Financial (JEF) posted Retained Earnings of $9 billion for fiscal Q3 2026 (quarter ended Aug 31, 2026), up 6.3% from $8.46 billion a year earlier and up 2.2% from the prior quarter.
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Analysis
Jefferies Financial (JEF) Retained Earnings (2009 - 2026) Analysis & Trends
At the end of FY2025 (ended Nov 30, 2025), Jefferies Financial's Retained Earnings came in at $8.57 billion, up 3.7% from FY2024.
- Annual Retained Earnings shows a five-year compound annual growth rate of 5.6% (FY2020 to FY2025).
- In prior fiscal years, Jefferies Financial's Retained Earnings was $8.27 billion in FY2024 (+5.4%), $7.85 billion in FY2023 (-6.8%), $8.42 billion in FY2022 (+6.0%) and $7.94 billion in FY2021 (+21.6%).
- The fiscal Q3 2026 figure stands as the highest quarterly Retained Earnings in data going back to fiscal Q2 2009.
- On a year-over-year basis, Retained Earnings has increased in each of the last 11 quarters, with growth averaging 4.7% over the last eight quarters.
- The strongest year-over-year quarter for Retained Earnings in the past five years was fiscal Q4 2021, with growth of 21.6%; the weakest was fiscal Q4 2023, with a decline of 6.8%.
- According to Business Quant data, Retained Earnings for the three prior fiscal quarters was $8.8 billion (Q2 2026), $8.65 billion (Q1 2026) and $8.57 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.34 Bn | 97.67 Bn | - | 6.03 Bn |
| 2 | Bank of New York Mellon | 103.32 Bn | 36.94 Bn | - | 50.08 Bn |
| 3 | Intercontinental Exchange | 97.84 Bn | 90.74 Bn | - | 22.71 Bn |
| 4 | Robinhood Markets | 73.91 Bn | 53.45 Bn | - | -773.00 Mn |
| 5 | Nasdaq | 60.30 Bn | 57.74 Bn | 1.48 Bn | 10.65 Bn |
| 6 | State Street | 47.09 Bn | 47.09 Bn | - | - |
| 7 | Cboe Global Markets | 37.14 Bn | 27.62 Bn | 712.20 Mn | 4.47 Bn |
| 8 | Interactive Brokers | 35.28 Bn | 11.58 Bn | - | 4.14 Bn |
| 9 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 18.17 Bn |
| 10 | Jefferies Financial | 9.61 Bn | -47.59 Bn | 3.21 Bn | 9.00 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 9.00 Bn |
| May 31, 2026 | 8.80 Bn |
| Feb 28, 2026 | 8.65 Bn |
| Nov 30, 2025 | 8.57 Bn |
| Aug 31, 2025 | 8.46 Bn |
| May 31, 2025 | 8.31 Bn |
| Feb 28, 2025 | 8.31 Bn |
| Nov 30, 2024 | 8.27 Bn |
| Aug 31, 2024 | 8.12 Bn |
| May 31, 2024 | 8.02 Bn |
| Feb 29, 2024 | 7.94 Bn |
| Nov 30, 2023 | 7.85 Bn |
| Aug 31, 2023 | 7.85 Bn |
| May 31, 2023 | 7.87 Bn |
| Feb 28, 2023 | 7.93 Bn |
| Nov 30, 2022 | 8.42 Bn |
| Aug 31, 2022 | 8.35 Bn |
| May 31, 2022 | 8.23 Bn |
| Feb 28, 2022 | 8.19 Bn |
| Nov 30, 2021 | 7.94 Bn |
API Access
Jefferies Financial Retained Earnings API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=retained-earnings&ticker=JEF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "ticker": "JEF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=retained-earnings&ticker=JEF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();