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JEF · Jefferies Financial Group Inc.

Track JEF — free
Market Cap
$11.04B
Shares
230.55M

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$47.90 Open$47.78 Day$46.96–47.93 52W close$36.02–70.36 Avg vol 30d2.0M Short int7.0M · 3.0% float · 4.0d Short vol55% Last earningsOct 16, 2025 DataJan 2020–Sep 2026 Filing10-Q · Jul 9

Up next

filed Jul 9, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$11.85B
Trailing 12 months
Net income (TTM)
$863.12M
Trailing 12 months
Revenue growth YoY
+25.0%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
16.2
Trailing earnings · reciprocal yield 6.2%
FCF yield
16.1%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
+0.4%
Year over year · more shares
Price change (1Y)
-31.9%
Trailing year
Short interest
3.0%
Latest settlement · 4.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Weak Sentiment Neutral Fundamentals Fair Quant / Vol High
Market backdrop VIX 14.8 · calm Equity put/call 0.58
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −10%
below
Price vs 50-day avg −11%
below
RSI (14) 31
neutral
MACD trend Negative
52-week position 35%
mid-range
Momentum
relative strength
Weak
1-month return −7%
trailing
6-month return +20%
trailing
YTD return −23%
this year
Relative strength 0%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $54 › 200d $53 — 50d above 200d
Institutional flow Accumulating
+4% holders QoQ · +91 funds added
Insider flow Accumulating
Net +$324.0M over 90 days · 0% sells
Short interest Rising
3.03% of float · ▲ +31.1% MoM · 4.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
589 holders — mid 3-yr range
Squeeze score 57
elevated · 0–100
Fundamentals
Fair
Revenue growth +3%
Y/Y
EPS growth −5%
Y/Y
Free cash flow $-2.1B
Valuation P/E 16.2
below peers
Buyback $250.0M
authorized
Balance sheet $3.6B
net debt
Quant / Vol
risk profile
High
Volatility 43%
annualized · 1-yr
Max drawdown −49%
past year
ATR 3.9%
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
3 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−10% Bearish
Price vs 50-day avg
−11% Bearish
RSI (14)
31 Neutral
MACD trend
Negative Bearish
52-week position
35% Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $54 › 200d $53 — 50d above 200d
Institutional flow Accumulating
+4% holders QoQ · +91 funds added
Insider flow Accumulating
Net +$324.0M over 90 days · 0% sells
Short interest Rising
3.03% of float · ▲ +31.1% MoM · 4.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
589 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $36 Now $48 · 35% Range high $70
vs 200-day avg -10% vs 50-day avg -11%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$11.04B -22.7% +2.9% 16.2 3.0%
MS
Morgan Stanley
$318.17B +14.1% +5.5% 16.4 0.9%
GS
Goldman Sachs Group Inc
$277.04B +7.2% +8.9% 14.7 2.4%
SCHW
Schwab Charles Corp
$182.01B +5.3% +22.0% 19.2 1.2%
HOOD
Robinhood Markets, Inc.
$98.73B +5.9% +51.6% 48.6 4.0%

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
589
% held
60.4%
Net QoQ
-7.8M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
415
View
Short & Settlement
Short Interest Rising
Shares short
7.0M
Days to cover
4.0d
Change
+1.7M sh
View
Short Volume
Short vol %
55%
As of
Sep 18, 2026
Short Total
View
Fails to Deliver
FTD shares
11
Value
$592
As of
Aug 19, 2026
View
Off-Exchange
Off-exchange %
42.4%
Week of
Aug 10, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$324.0M
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 to Release its Third Qu…
Published
Sep 14, 2026
View

Performance

5D 20D 120D MTD YTD
JEF -7.8% -7.5% +20.2% -9.0% -22.7%
SPY -0.3% -0.1% +20.1% -0.7% +11.7%
vs SPY -7.5% -7.4% +0.1% -8.3% -34.4%

Capital returns

Buyback program · as of Jul 9, 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) 14 filings 12 filers Visit website Investor relations