JEF Jefferies Financial Group Inc.

BULLISH Impact: 8/10 Insider Cluster (2 insiders)
Horizon weeks Filed May 1, 2026 Processed 1mo ago
Insider cluster: 2 insiders, $310.0M total
Latest settled — T+20d
JEF ▲ +7.98% at T+20d
LONG call ✓ call won +7.98% · α vs SPY +2.70% · entry $49.26 → $53.19
Next anchor: T+60d in 7w
Last close $57.90 (close Jun 8) · +17.55% from $49.26 entry
Entry anchored
Apr 30, 03:59 PM ET
via Databento tick
T+1d
-1.44%
call -1.44% · α -1.10%
$48.55
settled 6w ago
T+5d
+7.19%
call +7.19% · α +4.84%
$52.80
settled 5w ago
T+20d
+7.98%
call +7.98% · α +2.70%
$53.19
settled 12d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Jefferies President Brian Friedman sold a trivial $38 of stock, while director Sumitomo Mitsui Financial Group made a massive $310M open-market purchase at $48.22/share, representing ~3% of market cap. The buy is highly material and signals strong conviction from a major strategic shareholder, though the sell is negligible.

Key Financial Metrics

Direction
buying
Total Value
$310.0M
Insiders
2

Actionable Insight

The $310M purchase by Sumitomo Mitsui, a director and major strategic holder, is a powerful vote of confidence. Monitor for potential follow-on buying or strategic partnership announcements. The $38 sale by the President is noise.

Key Facts

  • Sumitomo Mitsui Financial Group (director) purchased 6.43M shares at $48.22 for $310M on May 1, 2026
  • President Brian Friedman sold 0.74 shares at $51.91 for $38 on May 6, 2026
  • The $310M purchase represents ~3% of JEF's $10.5B market cap
  • The $38 sale is economically negligible
  • A $7.5M structured note offering was filed 8 days prior (April 30, 2026)

Financial Impact

Sumitomo Mitsui's $310M purchase is ~3% of market cap, a highly material insider buy

ownership concentrationmarket cap

Risk Factors

  • The $7.5M note offering filed 8 days prior could signal future dilution, though it is small relative to market cap
  • Insider buying at this scale may pre-empt a material positive catalyst that is already priced in

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies
Analyst Consensus
70% bullish (10 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-JEF-1778290066224
17 reports for JEF
Performance horizon
Filters
Rows
Reports for JEF — sortable, filterable
Type Now
May 11, 2026
29d ago
424B5
NEUTRAL ★ 3/10
$52.25 $51.85▼ −0.76%▼ −0.84%$57.90 (+10.82%)
May 11, 2026
29d ago
S-3ASR
NEUTRAL ★ 4/10
$52.25 $51.85▼ −0.76%▼ −0.84%$57.90 (+10.82%)
May 1, 2026
5w ago
Insider Cluster
BULLISH ★ 8/10
$49.26 $52.80▲ +7.19%▲ +4.84%$57.90 (+17.55%)
Apr 30, 2026
5w ago
424B5
NEUTRAL ★ 3/10
$48.11 $51.28▲ +6.59%▲ +4.86%$57.90 (+20.36%)
Apr 28, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$47.46 $51.75▲ +9.04%▲ +5.93%$57.90 (+22.01%)
Apr 21, 2026
7w ago
424B5
NEUTRAL ★ 4/10
$47.01 $47.89▲ +1.88%▲ +1.82%$57.90 (+23.17%)
Apr 8, 2026
8w ago
424B5
NEUTRAL ★ 4/10
$43.73 $46.65▲ +6.68%▲ +3.16%$57.90 (+32.41%)
Apr 3, 2026
9w ago
424B5
NEUTRAL ★ 5/10
$41.98 $46.17▲ +9.98%▲ +5.85%$57.90 (+37.93%)
Apr 2, 2026
9w ago
424B5
NEUTRAL ★ 4/10
$41.67 $45.56▲ +9.34%▲ +5.72%$57.90 (+38.96%)
Apr 2, 2026
9w ago
424B5
NEUTRAL ★ 4/10
$41.67 $45.56▲ +9.34%▲ +5.72%$57.90 (+38.96%)
Showing 10 of 17

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