Jefferies Financial (JEF) Tax Provisions (2009 - 2026)
Jefferies Financial's (JEF) quarterly Tax Provisions came in at $65.6 million in Q2 2026, up 50.78% on a YoY basis from $43.5 million in Q2 2025, and up 24.01% quarter-over-quarter from $52.9 million in Q1 2026.
Analysis
Jefferies Financial (JEF) Tax Provisions (2009 - 2026) Analysis & Trends
Jefferies Financial (JEF) has reported Tax Provisions for 18 consecutive years, with $65.6 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Tax Provisions rose 50.78% year-over-year to $65.6 million; the trailing twelve-month figure through May 2026 stood at $245.3 million (up 10.6% YoY), and the FY2025 full-year result was $184.6 million, down 37.05% from the prior year.
- Tax Provisions grew to $65.6 million in Q2 2026 per JEF's latest filing, from $52.9 million in the prior quarter.
- Across five years, Tax Provisions topped out at $105.9 million in Q3 2022 and bottomed at $9.2 million in Q2 2023.
- Historically, Tax Provisions has averaged $53.4 million across 5 years, with a median of $53.4 million in 2022.
- The sharpest annual moves came in 2023 and 2024: Tax Provisions sank 81.42% in 2023, then surged 691.63% in 2024.
- Over 5 years, Tax Provisions stood at $53.9 million in 2022, then plunged by 68.87% to $16.8 million in 2023, then soared by 413.04% to $86.1 million in 2024, then sank by 56.4% to $37.5 million in 2025, then jumped by 74.76% to $65.6 million in 2026.
- According to Business Quant data, Tax Provisions over the past three periods registered $65.6 million, $52.9 million, and $37.5 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 41.09 Mn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 65.60 Mn |
| 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 | 20.81 Mn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 20.16 Mn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 30.34 Mn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 23.87 Mn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | -1.32 Mn |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | -247,000.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 65.60 Mn |
| Feb 28, 2026 | 52.90 Mn |
| Nov 30, 2025 | 37.54 Mn |
| Aug 31, 2025 | 89.31 Mn |
| May 31, 2025 | 43.51 Mn |
| Feb 28, 2025 | 14.22 Mn |
| Nov 30, 2024 | 86.09 Mn |
| Aug 31, 2024 | 78.01 Mn |
| May 31, 2024 | 73.11 Mn |
| Feb 29, 2024 | 56.00 Mn |
| Nov 30, 2023 | 16.78 Mn |
| Aug 31, 2023 | 37.12 Mn |
| May 31, 2023 | 9.24 Mn |
| Feb 28, 2023 | 28.70 Mn |
| Nov 30, 2022 | 53.90 Mn |
| Aug 31, 2022 | 105.91 Mn |
| May 31, 2022 | 49.70 Mn |
| Feb 28, 2022 | 64.40 Mn |
| Nov 30, 2021 | 91.93 Mn |
| Aug 31, 2021 | 145.70 Mn |