Jefferies Financial (JEF) Return on Equity [ROE] (2009 - 2026)
Jefferies Financial (JEF) posted Return on Equity [ROE] of 8.51% for fiscal Q3 2026 (quarter ended Aug 31, 2026), up 1.86 percentage points from 6.65% a year earlier and up 0.39 percentage points from the prior quarter.
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Analysis
Jefferies Financial (JEF) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2025 (ended Nov 30, 2025), Jefferies Financial's Return on Equity [ROE] came in at 6.54%, down 0.61 percentage points from FY2024.
- Annual Return on Equity [ROE] shows a five-year change of -1.53 percentage points (FY2020 to FY2025).
- In prior fiscal years, Jefferies Financial's Return on Equity [ROE] was 7.15% in FY2024 (+4.54 pp), 2.61% in FY2023 (-4.88 pp), 7.49% in FY2022 (-9.27 pp) and 16.76% in FY2021 (+8.69 pp).
- The fiscal Q3 2026 figure stands as the highest quarterly Return on Equity [ROE] since fiscal Q3 2022.
- On a year-over-year basis, Return on Equity [ROE] increased in six of the last eight quarters, with an average year-over-year change of +1.76 percentage points.
- The strongest year-over-year quarter for Return on Equity [ROE] in the past five years was fiscal Q4 2021, with a gain of 7.85 percentage points; the weakest was fiscal Q4 2022, with a drop of 8.42 percentage points.
- According to Business Quant data, Return on Equity [ROE] for the three prior fiscal quarters was 8.12% (Q2 2026), 6.61% (Q1 2026) and 6.45% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.27 Bn | 97.61 Bn | - | 16.64% |
| 2 | Bank of New York Mellon | 98.55 Bn | 37.92 Bn | - | 14.03% |
| 3 | Intercontinental Exchange | 91.26 Bn | 85.07 Bn | - | 13.86% |
| 4 | Robinhood Markets | 85.47 Bn | 66.56 Bn | - | 21.63% |
| 5 | Nasdaq | 57.27 Bn | 54.71 Bn | 1.48 Bn | 17.36% |
| 6 | State Street | 46.11 Bn | 46.11 Bn | - | - |
| 7 | Interactive Brokers | 36.17 Bn | 29.63 Bn | - | 22.51% |
| 8 | Cboe Global Markets | 35.59 Bn | 27.25 Bn | 731.60 Mn | 24.60% |
| 9 | Northern Trust | 30.73 Bn | 30.73 Bn | - | 16.99% |
| 10 | Jefferies Financial | 10.29 Bn | -46.88 Bn | 3.21 Bn | 8.51% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 8.51% |
| May 31, 2026 | 8.12% |
| Feb 28, 2026 | 6.61% |
| Nov 30, 2025 | 6.45% |
| Aug 31, 2025 | 6.65% |
| May 31, 2025 | 6.13% |
| Feb 28, 2025 | 6.80% |
| Nov 30, 2024 | 7.04% |
| Aug 31, 2024 | 5.61% |
| May 31, 2024 | 4.39% |
| Feb 29, 2024 | 2.94% |
| Nov 30, 2023 | 2.68% |
| Aug 31, 2023 | 3.41% |
| May 31, 2023 | 4.85% |
| Feb 28, 2023 | 5.80% |
| Nov 30, 2022 | 7.57% |
| Aug 31, 2022 | 9.40% |
| May 31, 2022 | 11.34% |
| Feb 28, 2022 | 13.47% |
| Nov 30, 2021 | 15.99% |
API Access
Jefferies Financial Return on Equity [ROE] 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=return-on-equity-%5Broe%5D&ticker=JEF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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=return-on-equity-%5Broe%5D&ticker=JEF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();