Jefferies Financial JEF
NYSE JEF
$55.25 +0.96 (+1.77%)
At close: Sep 4, 2026 · 4:00 PM EDT

Jefferies Financial (JEF) Tax Rate (2009 - 2026)

Jefferies Financial's (JEF) quarterly Tax Rate came in at 20.79% in Q2 2026, down 1146.0% on a YoY basis from 1.99% in Q2 2025, and down 16.6% quarter-over-quarter from 24.93% in Q1 2026.

Analysis

Jefferies Financial (JEF) Tax Rate (2009 - 2026) Analysis & Trends

Jefferies Financial (JEF) has reported Tax Rate for 18 consecutive years, with 20.79% the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Tax Rate fell 1146.0% year-over-year to 20.79%; the trailing twelve-month figure through May 2026 stood at 22.05% (down 425.0% YoY), and the FY2025 full-year result was 21.19%, down 797.0% from the prior year.
  • Tax Rate slipped to 20.79% in Q2 2026 per JEF's latest filing, from 24.93% in the prior quarter.
  • Across five years, Tax Rate topped out at 51.54% in Q2 2023 and bottomed at 9.41% in Q1 2025.
  • Historically, Tax Rate has averaged 26.91% across 5 years, with a median of 27.29% in 2022.
  • The sharpest annual moves came in 2023 and 2024: Tax Rate soared 2169 bps in 2023, then slumped 1944 bps in 2024.
  • Over 5 years, Tax Rate stood at 27.66% in 2022, then plunged by 30 bps to 19.22% in 2023, then jumped by 47 bps to 28.24% in 2024, then sank by 48 bps to 14.82% in 2025, then jumped by 40 bps to 20.79% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 20.79%, 24.93%, and 14.82% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Evercore 11.52 Bn 9.43 Bn 975.67 Mn 27.84%
2 Jefferies Financial 11.24 Bn -4.17 Bn 3.09 Bn 20.79%
3 Houlihan Lokey 9.53 Bn 8.45 Bn - -
4 Cluster Group Holdings 8.00 Bn 8.00 Bn - -
5 PJT Partners 6.94 Bn 6.99 Bn 481.98 Mn 20.38%
6 Moelis 6.06 Bn 5.99 Bn - 26.77%
7 Piper Sandler Companies 5.20 Bn 5.09 Bn - 30.21%
8 Lazard 4.97 Bn 3.99 Bn - 158.38%
9 BRBI BR Partners 3.49 Bn 3.38 Bn 16.77 Mn -15.99%
10 Perella Weinberg Partners 1.81 Bn 2.01 Bn - -4.06%
Historic Data

Historic Data

Download Data
DateValue
May 31, 2026 20.79%
Feb 28, 2026 24.93%
Nov 30, 2025 14.82%
Aug 31, 2025 26.92%
May 31, 2025 32.25%
Feb 28, 2025 9.41%
Nov 30, 2024 28.24%
Aug 31, 2024 30.87%
May 31, 2024 32.10%
Feb 29, 2024 25.43%
Nov 30, 2023 19.22%
Aug 31, 2023 40.76%
May 31, 2023 51.54%
Feb 28, 2023 18.16%
Nov 30, 2022 27.66%
Aug 31, 2022 35.08%
May 31, 2022 29.84%
Feb 28, 2022 16.41%
Nov 30, 2021 25.23%
Aug 31, 2021 25.09%