JEF

Jefferies Financial Group Inc

JEF.US jefferies.com
53.93
-1.32 (-2.39%)
USD · NYSE
52-week range
35.00
68.96
Trading at 56% of the 52-week range
Market Cap
11.24B
P/E Ratio
15.43
Forward P/E
12.25
Book Value
51.95
Div. Yield
0.00%
% Institutions
68.81%
% Insiders
25.28%

1 Year

-15.3%

3 Year

+61.2%

10 Year

+274.8%
Description

Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific. It operates in two segments, Investment Banking and Capital Markets, and Asset Management. The company provides investment banking and advisory services for mergers or acquisitions, debt financing, restructurings, and private capital advisory transactions; underwriting and placement services related to corporate debt, municipal debt, mortgage-backed and asset-backed securities, equity and equity-linked securities, and loan syndication services; and corporate lending services. It also offers financing, securities lending, and other prime brokerage services; equities research, sales, and trading services; wealth management services; and online foreign exchange trading services. In addition, the company provides investment-grade distressed debt securities, U.S. and European government and agency securities, municipal bonds, leveraged loans, emerging markets debt, interest rates, and credit index derivative products; and manages and offers services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. It serves public companies, private companies, sponsors and owners, institutional investors, and government entities. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.

Company Information

Company Name
Jefferies Financial Group Inc
Sector
Financial Services
Industry
Capital Markets
Exchange
NYSE
ISIN: US47233W1099
CIK: 0000096223
CUSIP: 47233W109
Currency: USD
Full Time Employees: 7,371
Phone: 212 284 2300
Fiscal Year End: November
IPO Date: Nov 05, 1987
Description:

Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific. It operates in two segments, Investment Banking and Capital Markets, and Asset Management. The company provides investment banking and advisory services for mergers or acquisitions, debt financing, restructurings, and private capital advisory transactions; underwriting and placement services related to corporate debt, municipal debt, mortgage-backed and asset-backed securities, equity and equity-linked securities, and loan syndication services; and corporate lending services. It also offers financing, securities lending, and other prime brokerage services; equities research, sales, and trading services; wealth management services; and online foreign exchange trading services. In addition, the company provides investment-grade distressed debt securities, U.S. and European government and agency securities, municipal bonds, leveraged loans, emerging markets debt, interest rates, and credit index derivative products; and manages and offers services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. It serves public companies, private companies, sponsors and owners, institutional investors, and government entities. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.

Address:

520 Madison Avenue, New York, NY, United States, 10022

People

Directors & Officers

Name Title Year Born
Mr. Joseph Saul Steinberg Co-Founder & Chairman 1945
Mr. Richard Brian Handler CEO & Director 1961
Mr. Brian Paul Friedman CPA, J.D. President & Director 1956
Mr. Matthew Scott Larson Executive VP & CFO 1973
Mr. Michael James Sharp J.D. Executive VP & General Counsel 1956
Mr. Edward John Wehle Global Head of Technology Services Investment Banking NA
Mr. Jun Wu Head of Health-Care Coverage - Asia NA
Mr. Peter Colwell Global Head of Industrial, Energy & Infrastructure Banking NA
Mr. Oliver Diehl MD & Continental European Head of Equity Capital Markets NA
Mr. Haim Jimmy Hallac Managing Director 1971

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Nov 06, 2024 Brian P Friedman N/A Sale 393.40K $72.17 $28.39M
Nov 06, 2024 Richard B Handler N/A Sale 400.00K $72.26 $28.90M
Oct 31, 2024 Robert D Beyer N/A Sale 46.20K $64.07 $2.96M
Oct 30, 2024 Brian P Friedman N/A Sale 247.33K $65.20 $16.13M
Oct 10, 2024 Brian P Friedman N/A Sale 200.00K $63.09 $12.62M
Sep 19, 2024 Mitsui Financial Grou Sumitomo N/A Purchase 9.25M $59.67 $551.77M
May 13, 2024 Brian P Friedman N/A Sale 55.00K $46.30 $2.55M
Apr 24, 2024 Richard B Handler N/A Sale 1.50M $43.50 $65.25M
Aug 04, 2023 Joseph S Steinberg N/A Sale 134.22K $35.79 $4.80M
Aug 02, 2023 Joseph S Steinberg N/A Sale 225.31K $35.87 $8.08M
Jul 31, 2023 Joseph S Steinberg N/A Sale 218.79K $36.85 $8.06M

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 17.56M Mar 31, 2026 7.61% $0.01 7.36%
Vanguard Portfolio Management, LLC 7.82M Mar 31, 2026 3.39% $0.02 0.00%
Vanguard Capital Management, LLC 6.71M Mar 31, 2026 2.91% $0.01 0.00%
Sumitomo Mitsui Financial Group Inc 6.43M Jun 30, 2026 2.79% $6.10 -30.47%
AQR Capital Management LLC 5.28M Mar 31, 2026 2.29% $0.10 54.81%
State Street Corp 4.89M Mar 31, 2026 2.12% $0.01 2.75%
Massachusetts Mutual Life Insurance Co 4.65M Jun 30, 2026 2.02% $9.78 0.00%
AllianceBernstein L.P. 3.79M Mar 31, 2026 1.64% $0.08 -32.01%
Geode Capital Management, LLC 3.05M Mar 31, 2026 1.32% $0.01 3.55%
Dimensional Fund Advisors, Inc. 2.87M Jun 30, 2026 1.24% $0.03 7.52%
Two Sigma Investments LLC 2.83M Mar 31, 2026 1.23% $0.09 1,120.13%
Morgan Stanley - Brokerage Accounts 2.81M Mar 31, 2026 1.22% $0.01 11.43%
D. E. Shaw & Co LP 2.79M Jun 30, 2026 1.21% $0.07 6.54%
NORGES BANK 2.65M Jun 30, 2026 1.15% $0.01 12.64%
First Pacific Advisors, LP 2.59M Mar 31, 2026 1.12% $1.50 0.24%
Barrow Hanley Mewhinney & Strauss LLC 2.55M Jun 30, 2026 1.10% $0.39 -48.58%
Check Capital Management Inc 2.06M Jun 30, 2026 0.89% $0.92 202.53%
JPMorgan Chase & Co 1.91M Mar 31, 2026 0.83% $0.00 -2.76%
Barclays PLC 1.74M Mar 31, 2026 0.75% $0.02 21.32%
BAMCO Inc 1.53M Mar 31, 2026 0.66% $0.19 156.52%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 5.73M 2.48% ▲ 0.04% Aug 31, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 4.56M 1.98% ▲ 0.30% Jul 31, 2026
3 Vanguard Small Cap Index 3.29M 1.43% ▲ 0.24% Jul 31, 2026
4 FPA Contrarian Value 2.28M 0.99% ▲ 0.00% Jun 30, 2026
5 FPA Crescent 2.28M 0.99% ▲ 0.00% Jun 30, 2026
6 Baron Focused Growth Retail 2.13M 0.92% ▲ 41.97% Jun 30, 2026
7 Baron Focused Growth Strategy 2.13M 0.92% ▲ 41.97% Jun 30, 2026
8 Vanguard MStar Small Cap Value Index 2.09M 0.91% ▲ 0.28% Jul 31, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 1.88M 0.82% ▲ 0.33% Jul 31, 2026
10 Bridge Builder Large Cap Value 1.82M 0.79% ▲ 0.00% Aug 31, 2026

Financial Highlights

Market Cap: $11.24B
EBITDA: $2.48B
P/E Ratio: $15.43
PEG Ratio: $1.23
Book Value: $51.95
Dividend/Share: $0.00
Dividend Yield: 0.00%
Earnings/Share: $3.58
Profit Margin: 23.02%
Operating Margin: 16.94%
ROA (TTM): 0.98%
ROE (TTM): 6.58%
Revenue (TTM): $5.40B
Revenue/Share (TTM): $18.59
Earnings Growth (YOY): 159.80%
Revenue Growth (YOY): 35.00%

Valuation Metrics

Enterprise Value: $24.90B
Trailing P/E: 15.43
Forward P/E: 12.25

Shares Statistics

Shares Outstanding: 194.15M
Shares Float: 193.10M
% Insiders: 25.28%
% Institutions: 68.81%
Short % Float: 3.24%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$10.82B
Cost of Goods Sold
adjust
$-4.37B
Gross Profit
subtotal
$6.46B
SG&A
adjust
$-3.86B
Other Operating Expense
adjust
$-1.91B
Operating Income
subtotal
$686.42M
Other / Non-Operating Items
adjust
$24.06M
Net Income
subtotal
$710.48M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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