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

Jefferies Financial (JEF) reported Tax Rate of 24.93% for Q1 2026, up 1553.0% on a YoY basis from 1.51% in Q1 2025, and up 68.0% quarter-over-quarter from 14.84% in Q4 2025.

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

Jefferies Financial has reported Tax Rate for 18 years, with the latest figure at 24.93% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate rose 1553.0% year-over-year to 24.93%; the trailing twelve-month figure through Feb 2026 stood at 23.95% (down 290.0% YoY), and the FY2025 full-year result was 21.19%, down 797.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 24.93%, up from 14.84% in the prior quarter.
  • The five-year high for Tax Rate was 51.54% in Q2 2023, with the low at 0.41% in Q1 2024.
  • Historically, Tax Rate has averaged 25.8% across 5 years, with a median of 27.69% in 2022.
  • Annual changes were most pronounced in 2023 — Tax Rate jumped 2171 bps — and 2024, when it sank 1944 bps.
  • Jefferies Financial's Tax Rate stood at 27.69% in 2022, then slumped by 30 bps to 19.28% in 2023, then jumped by 47 bps to 28.24% in 2024, then slumped by 47 bps to 14.84% in 2025, then jumped by 68 bps to 24.93% in 2026.
  • The last three Tax Rate figures came in at 24.93% (Q1 2026), 14.84% (Q4 2025), and 26.91% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 19.58%
3 Goldman Sachs 317.73 Bn -619.82 Bn - 13.20%
4 Schwab Charles 153.74 Bn 108.77 Bn - 22.24%
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 15.82%
6 Interactive Brokers 38.91 Bn 49.50 Bn - 9.08%
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 26.45%
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 23.03%
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 2.47%
10 Jefferies Financial 12.48 Bn 565.29 Mn 2.84 Bn 24.93%

Historic Data

Download Data
DateValue
Feb 28, 2026 24.93%
Feb 28, 2026 24.93%
Nov 30, 2025 14.84%
Nov 30, 2025 14.84%
Aug 31, 2025 26.91%
Aug 31, 2025 26.91%
May 31, 2025 32.25%
May 31, 2025 32.25%
Feb 28, 2025 9.40%
Feb 28, 2025 9.40%
Nov 30, 2024 28.24%
Nov 30, 2024 28.24%
Aug 31, 2024 30.87%
Aug 31, 2024 30.87%
May 31, 2024 32.10%
May 31, 2024 32.10%
Feb 29, 2024 0.41%
Feb 29, 2024 0.41%
Nov 30, 2023 19.28%
Nov 30, 2023 19.28%