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 | 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 | 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 |