Jefferies Financial (JEF) Short-term Investments (2009 - 2026)
Jefferies Financial's (JEF) quarterly Short-term Investments came in at $1.1 billion in Q2 2026, up 8.04% on a YoY basis from $1.1 billion in Q2 2025, and down 35.19% quarter-over-quarter from $1.8 billion in Q1 2026.
Analysis
Jefferies Financial (JEF) Short-term Investments (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has reported Short-term Investments for 18 consecutive years, with $1.1 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Short-term Investments rose 8.04% year-over-year to $1.1 billion; the trailing twelve-month figure through May 2026 stood at $1.1 billion (up 8.04% YoY), and the FY2025 full-year result was $917.7 million, down 18.98% from the prior year.
- Short-term Investments fell to $1.1 billion in Q2 2026 per JEF's latest filing, from $1.8 billion in the prior quarter.
- Across five years, Short-term Investments topped out at $1.8 billion in Q1 2026 and bottomed at $838.1 million in Q1 2022.
- Historically, Short-term Investments has averaged $1.1 billion across 5 years, with a median of $1.1 billion in 2023.
- The sharpest annual moves came in 2022 and 2024: Short-term Investments soared 91.3% in 2022, then retreated 19.93% in 2024.
- Over 5 years, Short-term Investments stood at $957.3 million in 2022, then soared by 47.77% to $1.4 billion in 2023, then declined by 19.93% to $1.1 billion in 2024, then fell by 18.98% to $917.7 million in 2025, then gained by 23.77% to $1.1 billion in 2026.
- According to Business Quant data, Short-term Investments over the past three periods registered $1.1 billion, $1.8 billion, and $917.7 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 1.14 Bn |
| Feb 28, 2026 | 1.75 Bn |
| Nov 30, 2025 | 917.70 Mn |
| Aug 31, 2025 | 1.11 Bn |
| May 31, 2025 | 1.05 Bn |
| Feb 28, 2025 | 1.67 Bn |
| Nov 30, 2024 | 1.13 Bn |
| Aug 31, 2024 | 1.36 Bn |
| May 31, 2024 | 1.10 Bn |
| Feb 29, 2024 | 1.20 Bn |
| Nov 30, 2023 | 1.41 Bn |
| Aug 31, 2023 | 872.43 Mn |
| May 31, 2023 | 1.07 Bn |
| Feb 28, 2023 | 1.01 Bn |
| Nov 30, 2022 | 957.30 Mn |
| Aug 31, 2022 | 984.30 Mn |
| May 31, 2022 | 962.60 Mn |
| Feb 28, 2022 | 838.10 Mn |
| Nov 30, 2021 | 1.02 Bn |
| Aug 31, 2021 | 514.52 Mn |