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JEF · Jefferies Financial Group Inc.

Track JEF — free
$51.78 -1.77 (-3.31%) At close · Aug 20
Market Cap
$12.35B
Shares
230.55M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$51.78 Open$53.33 Day$51.61–53.62 52W close$36.02–70.36 Avg vol 30d1.9M Short int5.1M · 2.2% float · 2.6d Short vol61% Last earningsOct 16, 2025 DataJan 2023–Aug 2026 Filing10-Q · Jul 9

Raw chart and full-history price indicators begin at the captured split on Jan 17, 2023; bars on opposite sides are not compared.

Up next

FQ3-26 quarter ends
~Aug 30, 2026 Est
filed Jul 9, 2026

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Neutral Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 14.9 · calm Equity put/call 0.52
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −3%
below
Price vs 50-day avg −7%
below
RSI (14) 36
neutral
MACD trend Negative
52-week position 46%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −7%
trailing
6-month return +17%
trailing
YTD return −16%
this year
Relative strength +5%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $56 › 200d $54 — 50d above 200d
Institutional flow Accumulating
+3% holders QoQ · +91 funds added
Insider flow Accumulating
Net +$318.7M over 90 days · 0% sells
Short interest Rising
2.21% of float · ▲ +9.1% MoM · 2.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
584 holders — mid 3-yr range
Squeeze score 42
elevated · 0–100
Fundamentals
Strong
Revenue growth +3%
Y/Y
EPS growth −5%
Y/Y
Free cash flow $-2.1B
Valuation P/E 18.1
below peers
Buyback $250.0M
authorized
Balance sheet $12.7B
net cash
Quant / Vol
risk profile
High
Volatility 44%
annualized · 1-yr
Max drawdown −49%
past year
ATR 3.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
2 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−3% Neutral
Price vs 50-day avg
−7% Bearish
RSI (14)
36 Neutral
MACD trend
Negative Bearish
52-week position
46% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $56 › 200d $54 — 50d above 200d
Institutional flow Accumulating
+3% holders QoQ · +91 funds added
Insider flow Accumulating
Net +$318.7M over 90 days · 0% sells
Short interest Rising
2.21% of float · ▲ +9.1% MoM · 2.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
584 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $36 Now $52 · 46% Range high $70
vs 200-day avg -3% vs 50-day avg -7%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted fully diluted shares outstanding non-GAAP 252.03M May 31, 2026
GAAP → non-GAAP reconciliation
GAAP Voting common shares outstanding 194.15M
+9.25M Non-voting common shares outstanding
+27.56M Preferred shares
+14.25M Restricted stock units ("RSUs")
+5.06M Stock options
+1.76M Other
= Adjusted fully diluted shares outstanding 252.03M
Adjusted tangible book value non-GAAP $8.71B May 31, 2026
GAAP → non-GAAP reconciliation
GAAP Book value $10.57B
+$114.94M Stock options
-$1.97B Goodwill and intangible assets, net
= Adjusted tangible book value $8.71B
Adjusted tangible book value per fully diluted share outstanding non-GAAP $34.55 May 31, 2026
Average VaR $10.05M Six Months Ended May 31, 2026
Leverage ratio 7.5 May 31, 2026
Number of employees at period end 7,371 May 31, 2026
Number of employees excluding Tessellis and Stratos at period end 6,236 May 31, 2026
Number of trading loss days 1 Six Months Ended May 31, 2026
Return on adjusted tangible shareholders' equity non-GAAP 12.2% Six Months Ended May 31, 2026
Tangible gross leverage ratio non-GAAP 9 May 31, 2026
Adjusted tangible book value per fully diluted share non-GAAP $34.24 Q1 2026

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
JEF
Jefferies Financial Group Inc.
this stock
$12.35B -16.4% +2.9% 18.1 2.2%
MS
Morgan Stanley
$336.46B +16.9% +5.5% 17.3 0.8%
GS
Goldman Sachs Group Inc
$297.48B +14.0% +8.9% 15.8 2.1%
SCHW
Schwab Charles Corp
$191.99B +9.9% +22.0% 20.2 1.2%
HOOD
Robinhood Markets, Inc.
$86.11B -15.9% +51.6% 42.4 3.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
584
% held
60.5%
Net QoQ
-7.6M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
426
View
Short & Settlement
Short Interest Rising
Shares short
5.1M
Days to cover
2.6d
Change
+425.5K sh
View
Short Volume
Short vol %
61%
As of
Aug 20, 2026
Short Total
View
Fails to Deliver
FTD shares
6
Value
$337
As of
Jul 28, 2026
View
Off-Exchange
Off-exchange %
39.3%
Week of
Jul 13, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$318.7M
Buyers / Sellers
1 / 0
Buyers Sellers
View
Congressional Trades Sell
Member
Zoe Lofgren
Amount
$1.0K–$15.0K
Traded
May 26, 2023
View
Financials
Financials
Revenue (FY)
$10.8B
Net income (FY)
$1.7B
EPS diluted
$2.83
View
Buybacks
Authorized
$250.0M
View
Filings
SEC Filings
Latest
8-K
Filed
Jul 15, 2026
This year
17
View
Proposed Sales
Value
$25.2M
Shares
393.4K
Filed
Nov 6, 2024
View
Earnings & Events
Earnings Calls
Last call
Oct 16, 2025
View
Investor Relations
Latest news
Jefferies Financial Group Inc. An…
Published
Jul 8, 2026
View

Performance

Raw-price comparisons begin at the captured split on Jan 17, 2023; windows that need an earlier baseline remain unavailable.

5D 20D 120D MTD YTD
JEF -7.3% -6.8% +16.6% -5.2% -16.4%
SPY -2.0% +3.3% +11.2% +2.1% +11.8%
vs SPY -5.3% -10.2% +5.5% -7.2% -28.3%

Capital returns

Latest dividend
$0.40 / share · ex Aug 18, 2026
Raised 14.3%
Paid (TTM)
$1.60 / share · 4 payouts
Dividend yield (TTM, derived)
3.09%
Buyback program · as of Jun 24, 2026
Authorized
$250.00M
Spent (derived)
Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 96223 CUSIP 47233W109 13F (30d) 516 filings 494 filers Visit website Investor relations