Jefferies Financial (JEF) Retained Earnings (2009 - 2026)
Jefferies Financial's (JEF) quarterly Retained Earnings came in at $8.8 billion in Q2 2026, up 5.96% YoY from $8.3 billion in Q2 2025, and up 2894.85% on a QoQ basis from -$315.0 million in Q1 2026.
Jefferies Financial (JEF) Retained Earnings (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has 18 years of Retained Earnings data on file, last reported at $8.8 billion in Q2 2026.
- Quarterly Retained Earnings rose 5.96% year-over-year to $8.8 billion in Q2 2026, while the trailing twelve-month figure through May 2026 was $8.8 billion (up 5.96% YoY) and the FY2025 annual result came in at $8.6 billion, up 2126.52% from the prior year.
- Retained Earnings grew to $8.8 billion in Q2 2026, from -$315.0 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $8.8 billion in Q2 2026 to a low of -$423.1 million in Q4 2024.
- A 5-year average of $3.9 billion and a median of $3.8 billion in 2023 frame the typical range for Retained Earnings.
- Annual changes were most pronounced in 2023 — Retained Earnings surged 2500.98% — and 2024, when it sank 105.39%.
- Tracing JEF's Retained Earnings over 5 years: stood at $8.4 billion in 2022, then slipped by 6.75% to $7.8 billion in 2023, then slumped by 105.39% to -$423.1 million in 2024, then surged by 2126.52% to $8.6 billion in 2025, then advanced by 2.68% to $8.8 billion in 2026.
- The last three Retained Earnings figures came in at $8.8 billion (Q2 2026), -$315.0 million (Q1 2026), and $8.6 billion (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 122.77 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 174.35 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 48.04 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 10.73 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 3.87 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 6.52 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 4.93 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 4.69 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 3.34 Bn |
| 10 | Jefferies Financial | 10.94 Bn | -4.51 Bn | 3.09 Bn | 8.80 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| May 31, 2026 | 8.80 Bn |
| Feb 28, 2026 | -315.02 Mn |
| Nov 30, 2025 | 8.57 Bn |
| Aug 31, 2025 | -374.93 Mn |
| May 31, 2025 | 8.31 Bn |
| Feb 28, 2025 | -408.07 Mn |
| Nov 30, 2024 | -423.13 Mn |
| Aug 31, 2024 | -369.97 Mn |
| May 31, 2024 | -410.73 Mn |
| Feb 29, 2024 | -396.44 Mn |
| Nov 30, 2023 | 7.85 Bn |
| Aug 31, 2023 | -398.25 Mn |
| 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 | -330.31 Mn |
| Nov 30, 2021 | 7.94 Bn |
| Aug 31, 2021 | 7.68 Bn |