Jefferies Financial JEF
NYSE JEF
$47.88 +0.00 (+0.00%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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