Jefferies Financial (JEF) Securities Borrowed (2012 - 2026)
Jefferies Financial's (JEF) quarterly Securities Borrowed came in at $9.7 billion in Q2 2026, up 24.03% YoY from $7.8 billion in Q2 2025, and down 65.35% on a QoQ basis from $28.1 billion in Q1 2026.
Jefferies Financial (JEF) Securities Borrowed (2012 - 2026) Analysis & Trends
Jefferies Financial (JEF) has 15 years of Securities Borrowed data on file, last reported at $9.7 billion in Q2 2026.
- Quarterly Securities Borrowed rose 24.03% year-over-year to $9.7 billion in Q2 2026, while the trailing twelve-month figure through May 2026 was $9.7 billion (up 24.03% YoY) and the FY2025 annual result came in at $8.3 billion, up 15.0% from the prior year.
- Securities Borrowed eased to $9.7 billion in Q2 2026, from $28.1 billion in the prior quarter.
- In the past five years, Securities Borrowed ranged from a high of $28.1 billion in Q1 2026 to a low of $5.8 billion in Q4 2022.
- A 5-year average of $13.7 billion and a median of $8.1 billion in 2025 frame the typical range for Securities Borrowed.
- Annual changes were most pronounced in 2022 — Securities Borrowed plunged 66.52% — and 2025, when it surged 270.11%.
- Tracing JEF's Securities Borrowed over 5 years: stood at $5.8 billion in 2022, then gained by 23.34% to $7.2 billion in 2023, then advanced by 0.3% to $7.2 billion in 2024, then advanced by 15.0% to $8.3 billion in 2025, then advanced by 17.3% to $9.7 billion in 2026.
- The last three Securities Borrowed figures came in at $9.7 billion (Q2 2026), $28.1 billion (Q1 2026), and $8.3 billion (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn |
| 10 | Jefferies Financial | 10.94 Bn | -4.51 Bn | 3.09 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| May 31, 2026 | 9.73 Bn |
| Feb 28, 2026 | 28.08 Bn |
| Nov 30, 2025 | 8.30 Bn |
| Aug 31, 2025 | 26.12 Bn |
| May 31, 2025 | 7.84 Bn |
| Feb 28, 2025 | 26.09 Bn |
| Nov 30, 2024 | 7.21 Bn |
| Aug 31, 2024 | 7.06 Bn |
| May 31, 2024 | 7.14 Bn |
| Feb 29, 2024 | 23.21 Bn |
| Nov 30, 2023 | 7.19 Bn |
| Aug 31, 2023 | 6.68 Bn |
| May 31, 2023 | 21.00 Bn |
| Feb 28, 2023 | 21.08 Bn |
| Nov 30, 2022 | 5.83 Bn |
| Aug 31, 2022 | 6.61 Bn |
| May 31, 2022 | 20.25 Bn |
| Feb 28, 2022 | 7.11 Bn |
| Nov 30, 2021 | 6.41 Bn |
| Aug 31, 2021 | 19.74 Bn |