Jefferies Financial Group Inc.

JEF

Jefferies Financial Group Inc.

JEF

Insider Sentiment (TTM):

Last Purchase:2026-05-01Last Sale:2026-05-06Shares Purchased (TTM):6,429,337Shares Sold (TTM):1

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:136,456,043Shares Outstanding:215,707,000Institutional Ownership Pct.:63.26%

Earnings Market Reaction:

Filing Date:2026-07-09Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-05-31	2026-02-28	2025-11-30	2025-08-31	2025-05-31	2025-02-28	2024-11-30	2024-08-31	2024-05-31	2024-02-29	2023-11-30	2023-08-31
Cash And Cash Equivalents At Carrying Value	14,315	11,963	14,044	11,458	11,260	11,176	12,153	10,573	10,842	7,616	8,526	8,817
Cash And Securities Segregated Under Federal And O…	-	-	-	-	-	-	-	-	-	-	-	872
Cash And Securities Segregated Under Securities Ex…	1,136	1,753	918	1,112	1,051	1,666	1,133	1,360	1,097	1,195	1,415	-
Financial Instruments Owned At Fair Value	28,038	28,079	27,723	26,117	25,570	26,087	24,138	24,039	22,787	23,212	21,747	22,805
Investments In Affiliates Subsidiaries Associates …	1,555	1,561	1,496	1,458	1,437	1,383	1,386	1,350	1,307	1,268	1,239	1,381
Securities Borrowed	9,730	7,676	8,295	8,175	7,845	8,402	7,213	7,057	7,142	6,789	7,192	6,681
Securities Purchased Under Agreements To Resell	9,407	7,784	8,449	7,917	7,485	8,125	6,180	6,993	6,745	7,547	5,951	5,332
Securities Received As Collateral	311	394	200	54	51	287	186	273	106	111	9	19
Receivables
Receivables From Brokers Dealers And Clearing Orga…	3,269	3,762	4,310	2,878	2,767	3,534	2,667	2,584	3,102	3,008	2,381	1,848
Receivables From Customers	4,188	3,984	3,440	3,028	2,653	2,462	2,495	2,060	2,298	1,860	1,705	1,547
Goodwill	1,725	1,726	1,838	1,840	1,842	1,825	1,828	1,833	1,823	1,824	1,848	1,739
Assets Of Disposal Group Including Discontinued Op…	295	270	0	0	39	52	52	0	618	1,572	1,545	-
Other Assets	3,531	3,469	3,247	3,304	3,244	3,295	3,072	3,264	3,213	3,216	2,651	3,552
Assets	79,540	74,380	76,012	69,320	67,285	70,219	64,360	63,275	63,001	60,933	57,905	56,045
Other Short Term Borrowings	1,603	1,917	1,767	1,231	1,315	1,173	443	1,726	1,625	1,254	990	925
Financial Instruments Sold Not Yet Purchased At Fa…	14,547	14,459	13,320	12,357	11,775	13,997	11,007	12,307	11,926	12,044	11,251	11,830
Securities Loaned	3,105	2,690	2,541	2,498	2,042	2,502	2,541	2,550	2,244	2,709	1,841	1,416
Securities Sold Under Agreements To Repurchase	11,318	10,380	12,157	12,091	12,158	13,664	12,338	9,604	11,037	11,597	10,921	10,472
Other Secured Financings	2,311	2,286	2,886	2,683	2,742	2,280	2,183	1,739	1,546	1,430	1,430	2,321
Obligation To Return Securities Received As Collat…	311	394	200	54	51	287	186	273	106	111	9	19
Payables
Payables To Broker Dealers And Clearing Organizati…	6,386	5,646	6,955	3,680	3,810	4,222	3,686	4,421	4,337	3,948	3,738	3,129
Payables To Customers	7,123	5,351	5,217	4,448	4,267	4,122	4,074	3,898	3,841	4,202	3,961	4,043
Liabilities Of Disposal Group Including Discontinu…	300	258	-	-	-	-	0	0	257	1,147	1,174	-
Accounts Payable And Accrued Liabilities Current A…	3,337	2,534	3,837	3,159	2,775	2,301	3,511	3,077	2,826	2,172	2,546	2,127
Long Term Debt	18,041	17,229	15,896	16,014	15,352	14,786	13,531	12,922	12,667	9,917	9,699	9,462
Liabilities	68,932	63,718	65,370	58,818	56,903	59,950	54,135	53,159	53,048	51,065	48,103	46,279
Temporary Equity
Redeemable Noncontrolling Interest Equity Carrying…	0	0	0	0	0	0	0	0	0	0	0	0
Equity
Preferred Stock Value	0	0	0	0	0	0	0	0	0	0	0	0
Additional Paid In Capital Common Stock	1,915	2,075	2,178	2,145	2,129	2,094	2,104	2,086	2,051	2,027	2,045	2,034
Accumulated Other Comprehensive Income Loss Net Of…	-356	-315	-384	-375	-340	-408	-423	-370	-411	-396	-396	-398
Retained Earnings Accumulated Deficit	8,804	8,646	8,575	8,462	8,309	8,312	8,270	8,124	8,023	7,938	7,850	7,853
Minority Interest	40	51	68	62	77	64	68	69	77	87	92	66
Asset Pledged As Collateral	-2,729	18,129	17,419	-269	-995	19,400	18,442	-1,396	1,717	17,370	17,159	1,720
Variable Interest Entity Primary Beneficiary	71	647	627	13	60	473	429	27	339	0	182	-155
Structured Notes	174	3,687	3,735	260	229	3,075	2,351	247	1,876	-	1,708	-
Liabilities And Stockhold…
Stockholders Equity
Liabilities And Stockholders Equity	79,540	74,380	76,012	69,320	67,285	70,219	64,360	63,275	63,001	60,933	57,905	56,045
Stockholders Equity	10,567	10,611	10,642	10,439	10,305	10,268	10,157	10,046	9,875	9,780	9,710	9,699
Unsecured Debt	174	3,687	3,735	260	229	3,075	2,351	247	1,876	-	1,708	-
Series B Preferred Stock	0	0	0	-	-	-	0	-	-	-	-	-
Voting Common Stock	194	0	0	-206	206	0	0	-7	0	212	0	210
Nonvoting Common Stock	37	0	0	0	-0	0	0	0	0	0	0	0
Long Term Debt Fair Value	3,860	3,687	3,735	3,565	3,305	3,075	2,351	2,123	1,876	1,752	1,708	1,632
Preferred Stock Par Or Stated Value Per Share	1	1	1	1	1	1	1	1	1	1	1	1
Preferred Stock Shares Authorized	6	6	6	0	0	0	6	0	0	0	0	0
Preferred Stock Shares Issued	-	-	-	0	0	0	0	0	0	0	0	0
Preferred Stock Shares Outstanding	-	-	-	0	0	0	0	0	0	0	0	0
Preferred Stock Liquidation Preference Value	-	-	-	0	0	0	0	0	0	0	0	0
Common Stock Par Or Stated Value Per Share	-	-	-	-	-	-	-	1	1	1	1	1
Common Stock Shares Authorized	600	565	565	565	565	565	565	565	565	565	565	565
Common Stock Shares Issued	203	-	-	-	-	-	-	205	212	212	211	210
Shares Outstanding	203	-	-	-	-	-	-	205	212	212	211	210
Treasury Stock Common Shares	-	-	-	-	-	-	-	116	109	109	110	111

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	17.22%	26.34%	17.67%	4.08%	-	-	-	-	-	-	-	-
2025	4.39%	3.75%	19.02%	2.21%	19.35%	22.77%	-0.34%	9.37%	21.44%	-13.00%	-37.89%	-21.66%
2024	-0.59%	6.72%	5.07%	5.28%	17.12%	19.33%	1.02%	25.08%	24.62%	-13.50%	-21.74%	-43.53%
2023	-	-	-	-	-	-	-10.76%	-0.41%	13.43%	1.19%	6.92%	2.86%
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Performance and Valuation Metrics

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Metrics	2026-05-31	2026-02-28	2025-11-30	2025-08-31	2025-05-31	2025-02-28	2024-11-30	2024-08-31	2024-05-31	2024-02-29	2023-11-30	2023-08-31
Leverage & Debt
Interest Coverage TTM	-	-	-	-	-	2.10	1.60	1.32	1.19	1.13	1.13	1.20
Per Share Metrics
Diluted EPS TTM	3.98	3.16	3.06	3.12	2.85	3.13	3.20	2.54	1.93	1.28	1.11	1.43
Free Cash Flow Per Share TTM	8.48	-3.66	-7.92	-9.16	-13.03	-8.17	-1.80	-10.04	-8.94	-7.28	-9.00	-7.30
Dividend Per Share TTM	1.77	1.73	1.74	1.68	1.63	1.52	1.40	1.36	1.27	1.27	1.20	1.21
Margin Metrics
Gross Profit Margin TTM	98.59%	98.40%	98.24%	97.99%	97.90%	97.96%	98.04%	98.62%	98.93%	99.25%	99.60%	98.66%
Operating Profit Margin TTM	9.39%	8.31%	8.05%	8.60%	8.10%	8.97%	9.56%	8.18%	6.90%	5.07%	4.76%	6.34%
Net Profit Margin TTM	7.29%	6.28%	6.30%	6.48%	6.08%	6.67%	6.81%	5.84%	4.80%	3.52%	3.53%	4.57%
Growth Metrics
Net Revenue Growth (1Y)	13.75%	7.53%	2.93%	11.35%	14.72%	27.07%	41.31%	32.31%	28.37%	17.04%	4.09%	0.06%
Net Income Growth (1Y)	36.32%	1.16%	-4.74%	23.48%	45.41%	140.62%	172.89%	68.99%	-8.30%	-50.36%	-66.43%	-65.84%
EPS Growth (1Y)	39.44%	0.61%	-3.87%	23.00%	48.70%	146.80%	192.41%	79.94%	1.12%	-46.06%	-64.30%	-63.52%
Valuation Metrics
P/E TTM	12.75	13.39	17.75	19.51	15.92	19.51	22.83	21.64	22.12	29.73	29.17	22.53
P/B TTM	1.04	0.88	1.14	1.29	0.97	1.32	1.60	1.20	0.97	0.87	0.78	0.77
P/S TTM	0.93	0.84	1.12	1.26	0.97	1.30	1.55	1.26	1.06	1.05	1.03	1.03
Market Cap	11.00B	9.43B	12.11B	13.55B	10.08B	13.59B	16.35B	12.18B	9.63B	8.61B	7.65B	7.50B
Enterprise Value	13.59B	12.95B	13.04B	17.00B	13.12B	15.92B	16.71B	14.52B	10.36B	9.84B	7.52B	7.38B
Calculated Values
Free Cash Flow TTM	1.78B	-790.02M	-1.70B	-1.97B	-2.80B	-1.75B	-391.05M	-2.15B	-1.97B	-1.60B	-2.09B	-1.67B
Net Debt	2.59B	3.51B	934.31M	3.44B	3.04B	2.32B	364.95M	2.35B	727.58M	1.23B	-132.01M	-116.41M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-05-06Sale

Owner: Friedman, Brian P

Title: President

Shares: 1

Price/Share: $51.90

Value: $51.90

Shares Owned: 2,061,442

Relationship: Director,Officer

Ownership: Direct

2026-05-01Purchase

Owner: Sumitomo, Mitsui Financia…

Title: -

Shares: 6,429,337

Price/Share: $54.83

Value: $352,520,547.71

Shares Owned: 6,429,337

Relationship: Director

Ownership: Indirect

2024-11-14Purchase

Owner: Steinberg, Joseph S

Title: Chairman of the Board

Shares: 100

Price/Share: $74.50

Value: $7,450.00

Shares Owned: 2,339,079

Relationship: Director,Officer,TenPercentOwner

Ownership: Direct

2024-11-06Sale

Owner: Friedman, Brian P

Title: President

Shares: 393,397

Price/Share: $72.25

Value: $28,422,933.25

Shares Owned: 560,507

Relationship: Director,Officer

Ownership: Indirect

2024-11-06Sale

Owner: Handler, Richard B

Title: CEO

Shares: 400,000

Price/Share: $72.26

Value: $28,904,000.00

Shares Owned: 14,971,288

Relationship: Director,Officer

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-05-06	Friedman, Brian P	Director,Officer	President	Direct	Sale	1	51.90	$51.90	2,061,442	4
2026-05-01	Sumitomo, Mitsui Financia…	Director	-	Indirect	Purchase	6,429,337	54.83	$352,520,547.71	6,429,337	4/A
2024-11-14	Steinberg, Joseph S	Director,Officer,TenPercentOwner	Chairman of the Board	Direct	Purchase	100	74.50	$7,450.00	2,339,079	4/A
2024-11-06	Friedman, Brian P	Director,Officer	President	Indirect	Sale	393,397	72.25	$28,422,933.25	560,507	4
2024-11-06	Handler, Richard B	Director,Officer	CEO	Direct	Sale	400,000	72.26	$28,904,000.00	14,971,288	4
2024-10-31	Beyer, Robert D	Director	-	Direct	Sale	46,200	64.07	$2,960,034.00	100,375	4
2024-10-30	Friedman, Brian P	Director,Officer	President	Indirect	Sale	247,326	65.20	$16,125,655.20	1,632,277	4
2024-10-10	Friedman, Brian P	Director,Officer	President	Indirect	Sale	200,000	63.09	$12,618,000.00	604,606	4
2024-09-19	Sumitomo, Mitsui Financia…	Director	-	Indirect	Purchase	9,247,081	59.67	$551,773,323.27	9,247,081	4
2024-05-14	Friedman, Brian P	Director,Officer	President	Direct	Sale	165,396	46.25	$7,649,565.00	2,425,954	4
2024-04-24	Handler, Richard B	Director,Officer	CEO	Direct	Sale	1,500,000	43.50	$65,250,000.00	15,314,150	4
2023-08-04	Steinberg, Joseph S	Director,Officer,TenPercentOwner	Chairman of the Board	Indirect	Sale	134,217	35.79	$4,803,626.43	15,744,184	4
2023-08-02	Steinberg, Joseph S	Director,Officer,TenPercentOwner	Chairman of the Board	Indirect	Sale	225,311	35.87	$8,081,905.57	16,225,385	4
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Institutional Ownership

No data available for chart

2026-03-31

63.26%

Inst. Shares: 136,456,043

Shares Outstanding: 215,707,000

2025-12-31

67.65%

Inst. Shares: 145,503,507

Shares Outstanding: 215,096,000

2025-09-30

66.02%

Inst. Shares: 142,146,063

Shares Outstanding: 215,293,000

2025-06-30

64.47%

Inst. Shares: 138,680,725

Shares Outstanding: 215,097,000

2025-03-31

62.49%

Inst. Shares: 134,057,475

Shares Outstanding: 214,536,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	136,456,043	215,707,000	63.26%
2025-12-31	145,503,507	215,096,000	67.65%
2025-09-30	142,146,063	215,293,000	66.02%
2025-06-30	138,680,725	215,097,000	64.47%
2025-03-31	134,057,475	214,536,000	62.49%
2024-12-31	146,070,959	217,079,000	67.29%
2024-09-30	126,548,784	214,452,000	59.01%
2024-06-30	127,498,486	219,971,000	57.96%
2024-03-31	119,421,524	220,046,000	54.27%
2023-12-31	121,164,668	232,609,000	52.09%
2023-09-30	121,154,860	228,353,000	53.06%
2023-06-30	124,665,545	242,568,000	51.39%
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Jefferies Financial Group Inc. (JEF) — SEC Financial Statements & Analysis

Jefferies Financial Group Inc. (JEF) is a security brokers, dealers & flotation companies company, incorporated in NY. Jefferies Financial Group Inc. trades on NYSE as: JEF. Based on its latest SEC filing (Form 10-Q, period ending 2026-05-31), Jefferies Financial Group Inc. reported a 13.75% year-over-year revenue growth, a Gross Profit Margin of 98.59% (TTM), a Price-to-Sales (P/S) ratio of 0.93x (TTM), a Price-to-Book (P/B) ratio of 1.04x (TTM), at a market cap of $11.00B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: 13.75%
Gross Profit Margin TTM: 98.59%
P/S TTM: 0.93x
P/B TTM: 1.04x
Market Cap: $11.00B

Data as of 2026-05-31 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Jefferies Financial Group Inc. in?

Jefferies Financial Group Inc. (JEF) operates in the Security Brokers, Dealers & Flotation Companies industry.

What is JEF's market cap?

Jefferies Financial Group Inc. (JEF) has a market capitalization of $11.00B as of 2026-05-31.

What is JEF's P/E ratio?

Jefferies Financial Group Inc. (JEF)'s trailing twelve month P/E ratio is 12.75x as of 2026-05-31.

What exchange does JEF trade on?

Jefferies Financial Group Inc. (JEF) trades on the NYSE.

Where is Jefferies Financial Group Inc. incorporated?

Jefferies Financial Group Inc. is incorporated in NY.