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% YoY from $1.1 billion in Q2 2025, and down 35.19% on a QoQ basis from $1.8 billion in Q1 2026.

Jefferies Financial (JEF) Short-term Investments (2009 - 2026) Analysis & Trends

Jefferies Financial (JEF) has 18 years of Short-term Investments data on file, last reported at $1.1 billion in Q2 2026.

  • Quarterly Short-term Investments rose 8.04% year-over-year to $1.1 billion in Q2 2026, while the trailing twelve-month figure through May 2026 was $1.1 billion (up 8.04% YoY) and the FY2025 annual result came in at $917.7 million, down 18.98% from the prior year.
  • Short-term Investments slipped to $1.1 billion in Q2 2026, from $1.8 billion in the prior quarter.
  • In the past five years, Short-term Investments ranged from a high of $1.8 billion in Q1 2026 to a low of $838.1 million in Q1 2022.
  • A 5-year average of $1.1 billion and a median of $1.1 billion in 2023 frame the typical range for Short-term Investments.
  • Annual changes were most pronounced in 2022 — Short-term Investments surged 91.3% — and 2024, when it fell 19.93%.
  • Tracing JEF's Short-term Investments over 5 years: stood at $957.3 million in 2022, then jumped by 47.77% to $1.4 billion in 2023, then slipped by 19.93% to $1.1 billion in 2024, then dropped by 18.98% to $917.7 million in 2025, then increased by 23.77% to $1.1 billion in 2026.
  • The last three Short-term Investments figures came in at $1.1 billion (Q2 2026), $1.8 billion (Q1 2026), and $917.7 million (Q4 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn -
2 Goldman Sachs 316.34 Bn -660.01 Bn -
3 Schwab Charles 220.55 Bn 135.80 Bn -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn -
8 Interactive Brokers 39.54 Bn -3.28 Bn -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn -
10 Jefferies Financial 11.33 Bn -4.08 Bn 3.09 Bn

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 872.40 Mn
May 31, 2023 1.07 Bn
Feb 28, 2023 1.01 Bn
Nov 30, 2022 957.30 Mn
Aug 31, 2022 984.25 Mn
May 31, 2022 962.60 Mn
Feb 28, 2022 838.10 Mn
Nov 30, 2021 1.02 Bn
Aug 31, 2021 514.50 Mn