Jefferies Financial Group (JEF)
Advises, finances, and trades for clients while managing alternative investment strategies.
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Provides advisory, underwriting, sales and trading, research, lending, and alternative asset management. Investment Banking and Capital Markets supplies most revenue, supported by a global platform whose workforce is split across the Americas, Europe and the Middle East, and Asia-Pacific.
Combines advisory and underwriting with equities and fixed-income sales, trading, origination, and research through Investment Banking and Capital Markets. Jefferies Finance and Berkadia extend the platform into corporate lending and commercial real estate.
Runs Asset Management alongside the larger banking and markets segment, providing investment-management services and committing capital to funds, separately managed accounts, and third-party managers. Operations span the Americas, Europe and the Middle East, and Asia-Pacific, with half of employees in the Americas.
Relies on transaction activity, underwriting markets, client trading volumes, inventory and counterparty risk management, and the performance of managed or affiliated investment vehicles. The SMBC alliance also expands lending collaboration and the planned Japanese equities platform, while legacy holdings and affiliate exposures can still affect consolidated results and litigation.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Oppenheimer | Reiterate | Rating: —Target: $83 | Target: $76 |
| Sep 11, 2026 | Capital One Financial | Target | Target: $55 | Target: $57 |
| Sep 11, 2026 | UBS | Reiterate | Rating: —Target: $65 | Target: $61 |
| Sep 9, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $54 | Target: $67 |
| Jun 25, 2026 | UBS | Reiterate | Rating: —Target: $76 | Target: $65 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 31, 2026Cash & short-term investments $14.32B · Total debt $36.93B · Total assets $79.54B · Shareholders' equity $10.61B
- Revenue
- $3.41B
- Operating income
- $1.22B
- Net income
- $255.4M
HistoryDividendAnnual yield
| Institutions | 60.07% | 138.50M shares | |
|---|---|---|---|
| 622 holders · as of Jun 30, 2026 | |||
| Insiders | 7.86% | 18.13M shares | |
| 13 holders · as of Aug 28, 2026 | |||
| Other | 32.07% | 73.93M shares | |
| remainder | |||
230.55M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (230.55M in the company's Sep 23, 2026 report, 203.39M elsewhere); stakes use the report.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.25% | 16.71M | as of Jun 30, 2026 |
Richard B. HandlerInsiderdirector, officer: CEO | 5.59% | 12.88M | filed Aug 28, 2026 |
AQR Capital Management LLCInstitution | 3.66% | 8.43M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 3.08% | 7.11M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 2.90% | 6.69M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 15, 2026 | Sumitomo Mitsui Financial Group, Inc. | director | +11,813,084 | $54.41 |
| May 1, 2026 | Sumitomo Mitsui Financial Group, Inc. | director | +12,858,674 | $51.53 |
| May 6, 2026 | Brian P. Friedman | director, officer: President | −1 | $51.90 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Jefferies Financial Group | $47.41 | +0.04% | $9.64B | 13.2 | 11.8 | 0.8 | −11.5% |
| Goldman Sachs | $939.46 | −1.06% | $280.11B | 14.7 | 13.5 | 2.4 | +39.5% |
| JPMorgan Chase | $337.79 | −0.65% | $911.03B | 14.6 | 14.0 | 3.1 | +27.8% |
| Morgan Stanley | $198.89 | −0.65% | $315.79B | 16.3 | 15.0 | 2.5 | +36.8% |
| Bank of America | $55.81 | −0.70% | $398.83B | 12.9 | 11.4 | 2.0 | +19.3% |
| Citi | $132.50 | +0.02% | $227.17B | 14.3 | 11.4 | 1.3 | +14.3% |
| Median | 14.6 | 13.5 | 2.4 | +27.8% |