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Jefferies Financial Group reported net revenues of $8.5 billion, net earnings over $935 million, and return on tangible equity of 13.1% over the last 12 months, while investment banking and capital markets generated over 90% of current revenues.
At its October 19, 2026 Investor Meeting, Jefferies Financial Group Inc. reported LTM Q3'26 net revenues of $8.5B, net earnings to all shareholders of $0.9B, a 13.1% ROTE, and a pending acquisition of a 50% interest in Hildene Holding Company.
Jefferies Financial Group Inc. reported net earnings attributable to common shareholders of $661.7 million for the nine months ended August 31, 2026, versus $439.9 million for 2025, and an effective tax rate of 20.6% versus 23.8%.
Jefferies Financial Group Inc. reported third-quarter 2026 net revenues of $2.22 billion, net earnings attributable to common shareholders of $261 million, diluted EPS of $1.08, and record Investment Banking and Equities net revenues; it declared a $0.40 per-share dividend.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average Daily Capital Markets VaR | $7.49M | Daily VaR for the Three Months Ended August 31, 2026 filing | — |
| Average Daily Firmwide VaR | $10.38M | Daily VaR for the Three Months Ended August 31, 2026 filing | — |
| Average short-term borrowings outstanding | 1.66B | the three months ended August 31, 2026 filing | — |
| Cash flows received on retained interests | $10.8M | the three months ended August 31, 2026 filing | — |
| Compensation expense related to the amortization of share- and cash-based awards | 154.4M | the three months ended August 31, 2026 filing | — |
| High Daily Firmwide VaR | $12.74M | Daily VaR for the Three Months Ended August 31, 2026 filing | — |
| Low Daily Firmwide VaR | $8.78M | Daily VaR for the Three Months Ended August 31, 2026 filing | — |
| Adjusted fully diluted shares outstanding non-GAAP | 250.89M | August 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Voting common shares outstanding (GAAP) 189.08M
+40.58M Non-voting common shares outstanding (GAAP)
+0K Preferred shares
+14.37M Restricted stock units (RSUs)
+5.07M Stock options
+1.79M Other
= Adjusted fully diluted shares outstanding 250.89M
|
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| Adjusted net earnings to total shareholders (non-GAAP) annualized non-GAAP | 992.24M | Nine Months Ended August 31, 2026 | — |
| Adjusted tangible book value non-GAAP | 8.83B | August 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Book value (GAAP) $10.69B
+$114.94M Stock options
-$1.97B Goodwill and intangible assets, net
= Adjusted tangible book value $8.83B
|
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| Adjusted tangible book value per fully diluted share non-GAAP | $35.21 | 3Q26 | — |
| Average VaR | 10.16M | Nine Months Ended August 31, 2026 | — |
| Common shares outstanding on a fully diluted basis | 250.9M | 3Q26 | — |
| Compensation and benefits expense as a percentage of Net revenues | 54% | Nine Months Ended August 31, 2026 | — |
| Leverage ratio | 7.6 | August 31, 2026 | — |
| Non-compensation expenses as a percentage of Net revenues | 33% | Nine Months Ended August 31, 2026 | — |
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| Number of employees at period end | 7,065 | August 31, 2026 | — |
| Number of employees excluding Tessellis and Stratos at period end | 6,585 | August 31, 2026 | — |
| Number of trading days | 188 | Nine Months Ended August 31, 2026 | — |
| Number of trading loss days | 8 | Nine Months Ended August 31, 2026 | — |
| Return on adjusted tangible shareholders' equity non-GAAP | 12.9% | Nine Months Ended August 31, 2026 | — |
| Tangible gross leverage ratio | 9.1 | August 31, 2026 | — |
| Voting common shares outstanding | 189.1M | 3Q26 | — |
| Advisory transactions (aggregate value) | 180.8B | Three Months Ended May 31, 2026 filing | — |
| Advisory transactions (deals completed) | 118 | Three Months Ended May 31, 2026 filing | — |
| Compensation and benefits as a percentage of Net revenues | 53.9% | the three months ended May 31, 2026 filing | — |
| Public and private debt financings (aggregate value) | 62.1B | Three Months Ended May 31, 2026 filing | — |
| Public and private debt financings (deals completed) | 254 | Three Months Ended May 31, 2026 filing | — |
| Public and private equity and convertible offerings (aggregate value) | 118.8B | Three Months Ended May 31, 2026 filing | — |
| Public and private equity and convertible offerings (deals completed) | 74 | Three Months Ended May 31, 2026 filing | — |
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
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
JEF
this stock
Jefferies Financial Group Inc.
|
$11.15B | -17.4% | +2.9% | 16.4 | 3.4% |
|
MS
Morgan Stanley
|
$292.27B | +9.3% | +5.5% | 15.0 | 0.9% |
|
GS
Goldman Sachs Group Inc
|
$267.67B | +5.6% | +8.9% | 13.3 | 2.4% |
|
SCHW
Schwab Charles Corp
|
$160.72B | -6.5% | +22.0% | 16.9 | 1.0% |
|
HOOD
Robinhood Markets, Inc.
|
$78.71B | -22.7% | +51.6% | 39.7 | 4.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Jefferies Financial Group reported net revenues of $8.5 billion, net earnings over $935 million, and return on tangible equity of 13.1% over the last 12 months, while investment banking and capital markets generated over 90% of current revenues.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JEF | +7.7% | +15.9% | -3.4% | +11.0% | -17.4% |
| SPY | -0.7% | -1.3% | +2.5% | +1.5% | +12.5% |
| vs SPY | +8.4% | +17.3% | -5.9% | +9.5% | -29.9% |
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.
