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JEF · Jefferies Financial Group Inc.

$56.32 +0.13 (+0.23%)
Market Cap
$12.95B
Shares
230.55M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$56.19 Open$56.00 Day$56.00–57.18 52W$35.26–69.47 Avg vol 30d2.3M Short int4.7M · 2.0% float · 2.9d Short vol59% Last earningsOct 16, 2025 DataJan 2020–Aug 2026 Filing10-Q · Jul 9

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 Buy Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +5%
above
Price vs 50-day avg +1%
above
RSI (14) 54
neutral
MACD trend Positive
52-week position 61%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return +10%
trailing
6-month return −1%
trailing
YTD return −8%
this year
Relative strength −12%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $55 › 200d $54 — 50d above 200d
Institutional flow Distributing
263 of 561 funds reported for Jun 30 · net -1.2M sh shares · +44 new
Insider flow Accumulating
Net +$318.7M over 90 days · 0% sells
Short interest Rising
2.02% of float · ▲ +4.7% MoM · 2.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
561 holders — mid 3-yr range
Squeeze score 57
elevated · 0–100
Fundamentals
Strong
Revenue growth +3%
Y/Y
EPS growth −5%
Y/Y
Free cash flow $-2.1B
Valuation P/E 19
below peers
Buyback $250.0M
remaining
Balance sheet $12.7B
net cash
Quant / Vol
risk profile
Very High
Volatility 44%
annualized · 1-yr
Max drawdown −48%
past year
ATR 4.1%
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 Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+5% Bullish
Price vs 50-day avg
+1% Bullish
RSI (14)
54 Neutral
MACD trend
Positive Bullish
52-week position
61% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $55 › 200d $54 — 50d above 200d
Institutional flow Distributing
263 of 561 funds reported for Jun 30 · net -1.2M sh shares · +44 new
Insider flow Accumulating
Net +$318.7M over 90 days · 0% sells
Short interest Rising
2.02% of float · ▲ +4.7% MoM · 2.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
561 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $35 Now $56 · 61% 52-wk high $69
vs 200-day avg +5% vs 50-day avg +1%

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

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings
Metric Latest Period YoY
Return on adjusted tangible shareholders' equity non-GAAP 12.8% 2Q26
Share buyback authorization $250M 2Q26

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

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
$12.95B -7.9% +4.1% 19.0 2.0%
MS
Morgan Stanley
$342.81B +25.0% +5.5% 17.7 1.1%
GS
Goldman Sachs Group Inc
$308.75B +21.8% +8.9% 16.4 2.2%
SCHW
Schwab Charles Corp
$187.86B +8.9% -9.3% 21.5 1.3%
HOOD
Robinhood Markets, Inc.
$83.43B -17.9% +51.6% 41.1 4.2%

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
579
% held
59.8%
Reported
263 of 561
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
385
View
Short & Settlement
Short Interest Rising
Shares short
4.7M
Days to cover
2.9d
Change
+208.2K sh
View
Short Volume
Short vol %
59%
As of
Aug 5, 2026
Short Total
View
Fails to Deliver
FTD shares
263
Value
$12.8K
As of
Jun 30, 2026
View
Off-Exchange
Off-exchange %
36.3%
Week of
Jul 6, 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
Remaining
$250.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Jul 15, 2026
This year
17
View
Proposed Sales
Value
$25.6M
Shares
400.0K
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

5D 20D 120D MTD YTD
JEF +2.0% +10.0% -1.1% +2.9% -7.9%
SPY +5.5% +3.3% +11.3% +3.1% +12.9%
vs SPY -3.6% +6.7% -12.4% -0.1% -20.8%

Capital returns

Latest dividend
$0.40 / share · ex May 18, 2026
Raised 14.3%
Paid (TTM)
$1.60 / share · 4 payouts
Dividend yield (TTM, derived)
2.85%
Buyback program · as of Mar 31, 2026
Authorized
$250.00M
Spent (derived)
$0
Remaining
$250.00M
Spent 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) 234 filings 232 filers Visit website Investor relations