Skip to content

Jefferies Financial Group JEF Investments in associated companies

Investments in associated companies at other companies

Phillips 66 logo
Phillips 66PSX
$3.19B+27.0%
Lennar logo
LennarLEN
$5.94M-62.2%
The Carlyle Group logo
The Carlyle GroupCG
$178.2M
Willis Towers Watson logo
Willis Towers WatsonWTW
-$2.75M-83.3%
Popular logo
PopularBPOP
Popular logo
PopularBPOP

Other financials

Income statement

See full
Revenue$2.0B+26.6%
Gross profit$2.0B+28.1%
Net income$159.3M+16.4%
EPS (diluted)$0.70+22.8%

Balance sheet

See full
Cash & equivalents$13.7B+10.1%
Total debt$19.1B+20.0%
Total equity$10.6B+4.0%
Total assets$74.4B+5.9%

Cash flow

See full
Operating cash flow-$1.7B+34.8%
CapEx$64.9M+30.8%
Free cash flow-$1.8B+33.6%

Valuation

See full
Market cap$12.7B-32.8%
Enterprise value$18.13B-14.8%
P/E18×-9.1×
P/S1.6×-1.1×

Profitability

See full
Gross margin97.7%+0.8pp
Net margin9.1%-1.0pp
FCF margin17.6%+15.6pp

Returns & leverage

See full
Return on equity6.8%-0.2pp
Debt / equity1.8×+0.2×

Where this comes from

Reported directly by Jefferies Financial Group in its filing.

Tagged under the XBRL concept jef:DeferredTaxAssetsInvestmentsInAssociatedCompanies.

The official record: Jefferies Financial Group’s 10-K, filed January 28, 2026, on SEC EDGAR. View the filing →

Ask your AI about Jefferies Financial Group's investments in associated companies.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Jefferies Financial Group's investments in associated companies?
Jefferies Financial Group (JEF) reported investments in associated companies of $0 in Q3 2025.
How has Jefferies Financial Group's investments in associated companies changed year-over-year?
Jefferies Financial Group's investments in associated companies decreased by 100.0% year-over-year, from $73.21M to $0.
What is the long-term trend for Jefferies Financial Group's investments in associated companies?
Over 5 years (2020 to 2025), Jefferies Financial Group's investments in associated companies has grown at a -100.0% compound annual growth rate (CAGR), from $36.35M to $0.
What does investments in associated companies mean?
Tax benefits related to the company's investments in other businesses where the accounting and tax treatments differ.
How do you interpret investments in associated companies?
Changes reflect the performance and tax-basis adjustments of the company's investment portfolio.
How does investments in associated companies compare across companies?
Relevant for holding companies and firms with significant minority interest investments.