JEF

Jefferies Financial Group Inc.

NYSE · Security Brokers, Dealers & Flotation Companies · Inc. NY · CIK 0000096223
$61.66 +3.35% $12.6B
Insider Buying Cluster (2 insiders)High Impact Filing (8/10)25 New Institutional Positions24 Institutional Exits
Vol
Market Cap$12.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (70%)
Inst. Holders50 funds
Inst. Value$3.4B
Inst. Activity25 buys / 24 sells
Insider Activity1B / 1S
Insider Net $$310.0M
SEC Reports17
Exchange NYSE·Sector Security Brokers, Dealers & Flotation Companies·Inc. NY·CIK 0000096223·Prev Close $59.66

Recent Activity

May 29, 2026 Insider
Weiler Melissa was granted 165 shares
Director @ $52.72 ($8.7K)
May 29, 2026 Insider
Larson Matthew Scott was granted 746 shares
EVP, CFO @ $52.72 ($39.3K)
May 29, 2026 Insider
Sharp Michael J. was granted 746 shares
EVP and General Counsel @ $52.72 ($39.3K)
May 25, 2026 dark_pool
Dark Pool: JEF — 1.4M shares, 35,076 trades
Week starting 2026-05-25. Total ATS volume: 1,406,257 shares across 35,076 trades.
May 11, 2026 SEC
Jefferies Financial Group filed a 424B5 prospectus supplement for an at-the-market (ATM) offering of up to 25,000,000 co
424B5 — Impact 3/10
May 11, 2026 SEC
Jefferies Financial Group Inc. filed an automatic shelf registration statement (S-3ASR) on May 11, 2026, registering an
S-3ASR — Impact 4/10
May 9, 2026 SEC
Jefferies President Brian Friedman sold a trivial $38 of stock, while director Sumitomo Mitsui Financial Group made a ma
CLUSTER — Impact 8/10
Inst.
BARROW HANLEY MEWHINNEY & — DOUBLED
4,951,027 shares ($204.3M)

Price Targets

$62.17 +0.8% upside Hold
Current $61.66 Low $50.00 Median $59.50 High $87.00 6 analysts
$50.00 $87.00

Analyst Ratings

Buy70% buy · 10 analysts
2Strong Buy
5Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Jun 9, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Jun 8, 2026 BMO Capital MAINTAIN Market Perform → Market Perform
Apr 14, 2026 Goldman Sachs MAINTAIN Buy → Buy
Mar 26, 2026 Goldman Sachs MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.14 ▲ +39.9% $1.11 — $1.17 185% YoY 2
Next Q $0.94 ▼ -3.6% $0.80 — $1.09 -6% YoY 2
Current FY $3.67 ▲ +4.8% $3.55 — $3.85 3
Next FY $4.54 ▲ +2.6% $3.65 — $5.52 24% YoY 3

Top Institutional Holders

FundValueMove
BlackRock, Inc.$724.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$322.9M
VANGUARD CAPITAL MANAGEMENT LLC$277.1M
ALLIANCEBERNSTEIN L.P.$235.0M
BARROW HANLEY MEWHINNEY &$204.3MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Weiler MelissaA$8.7K
May 29, 2026Larson MatthewA$39.3K
May 29, 2026Sharp MichaelA$39.3K
May 29, 2026FRIEDMAN BRIANA$1.5M
May 29, 2026BEYER ROBERTA$26.4K
50 institutional holders with $3.4B total value (80,896,057 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 25 institutions added/increased vs 24 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.17,555,715$724.5M21.2%
2VANGUARD PORTFOLIO MANAGEMENT LLC7,824,536$322.9M9.5%
3VANGUARD CAPITAL MANAGEMENT LLC6,714,897$277.1M8.1%
4ALLIANCEBERNSTEIN L.P.3,791,527$235.0M6.9%
5BARROW HANLEY MEWHINNEY & STRAUSS LLC4,951,027$204.3M6.0%DOUBLED +182.1%
6STATE STREET CORP4,892,744$201.9M5.9%
7TWO SIGMA INVESTMENTS, LP2,825,053$116.6M3.4%
8MORGAN STANLEY2,813,224$116.1M3.4%
9DIMENSIONAL FUND ADVISORS LP2,666,097$110.0M3.2%
10D. E. Shaw & Co., Inc.2,617,295$108.0M3.2%
11BARCLAYS PLC1,740,025$71.8M2.1%
12BAMCO INC /NY/1,530,228$63.2M1.8%DOUBLED +156.5%
13Freestone Grove Partners LP1,309,996$54.1M1.6%ADD +36.6%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,230,029$50.8M1.5%
15Assenagon Asset Management S.A.1,094,164$45.2M1.3%DOUBLED +740.1%
16GOLDMAN SACHS GROUP INC1,069,167$44.1M1.3%
17Nuveen, LLC1,018,993$42.1M1.2%
18VANGUARD FIDUCIARY TRUST CO1,015,452$41.9M1.2%
19SEI INVESTMENTS CO860,887$35.5M1.0%
20FMR LLC860,062$35.5M1.0%TRIM -44.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BARROW HANLEY MEWHINNEY & STRAUSS LLCDOUBLED1,755,0574,951,027+182.1%$204.3M2026-Q1
BAMCO INC /NY/DOUBLED596,5281,530,228+156.5%$63.2M2026-Q1
Freestone Grove Partners LPADD959,2881,309,996+36.6%$54.1M2026-Q1
Assenagon Asset Management S.A.DOUBLED130,2471,094,164+740.1%$45.2M2026-Q1
FMR LLCTRIM1,560,292860,062-44.9%$35.5M2026-Q1
BANK OF AMERICA CORP /DE/TRIM1,723,143775,985-55.0%$32.0M2026-Q1
DEUTSCHE BANK AG\TRIM954,291644,593-32.5%$26.6M2026-Q1
FEDERATED HERMES, INC.TRIM968,551386,860-60.1%$16.0M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEW363,424$15.0M2026-Q1
TUDOR INVESTMENT CORP ET ALADD201,999315,297+56.1%$13.0M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED73,222247,895+238.6%$10.2M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD170,297219,695+29.0%$9.1M2026-Q1
Mariner, LLCADD148,964201,223+35.1%$8.3M2026-Q1
FIRST TRUST ADVISORS LPTRIM605,317177,049-70.8%$7.3M2026-Q1
Allianz Asset Management GmbHADD92,526166,373+79.8%$6.9M2026-Q1
Chou Associates Management Inc.DOUBLED10,987149,237+1258.3%$6.2M2026-Q1
HSBC HOLDINGS PLCDOUBLED12,084120,326+895.7%$5.0M2026-Q1
CREDIT AGRICOLE S ADOUBLED45,000105,000+133.3%$4.3M2026-Q1
CI INVESTMENTS INC.NEAR_EXIT620,91185,677-86.2%$3.5M2026-Q1
VICTORY CAPITAL MANAGEMENT INCNEAR_EXIT698,49280,948-88.4%$3.3M2026-Q1
Trexquant Investment LPADD41,66362,647+50.4%$2.6M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED6,80059,400+773.5%$2.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED2,58653,115+1953.9%$2.2M2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLCTRIM153,00051,800-66.1%$2.1M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD28,09047,808+70.2%$2.0M2026-Q1
13 unique insiders with 35 transactions. Net insider value: $310.0M ($310.0M bought, $38.41 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Weiler MelissaDirectorAWARD165$52.72$8.7K
May 29, 2026Larson Matthew ScottEVP, CFOAWARD746$52.72$39.3K
May 29, 2026Sharp Michael J.EVP and General CounselAWARD746$52.72$39.3K
May 29, 2026FRIEDMAN BRIAN PPresidentAWARD29,003$52.72$1.5M
May 29, 2026BEYER ROBERT DDirectorAWARD501$52.72$26.4K
May 29, 2026O Kane Michael TDirectorAWARD538$52.72$28.4K
May 29, 2026Ellis-Kirk MatriceDirectorAWARD165$52.72$8.7K
May 29, 2026HANDLER RICHARD BCEOTAX W/H10,545$52.94$558.3K
May 29, 2026HANDLER RICHARD BCEOAWARD97,136$52.72$5.1M
May 28, 2026FRIEDMAN BRIAN PPresidentD464
May 28, 2026HANDLER RICHARD BCEOD487
May 23, 2026HANDLER RICHARD BCEOTAX W/H1,440,307$52.43$75.5M
May 6, 2026FRIEDMAN BRIAN PPresidentSELL0.74$51.91$38.41
May 1, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC.DirectorBUY6,429,337$48.22$310.0M
Apr 27, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC.DirectorEXERCISE9,247,081
Apr 27, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC.DirectorEXERCISE9,247,081
Mar 26, 2026Adamany LindaDirectorAWARD5,461$40.28$220.0K
Mar 26, 2026BEYER ROBERT DDirectorAWARD5,461$40.28$220.0K
Mar 26, 2026Ellis-Kirk MatriceDirectorAWARD5,461$40.28$220.0K
Mar 26, 2026Gilmartin MaryAnneDirectorAWARD5,461$40.28$220.0K
Mar 26, 2026JONES THOMAS WDirectorAWARD5,461$40.28$220.0K
Mar 26, 2026Katz Jacob MDirectorAWARD5,461$40.28$220.0K
Mar 26, 2026O Kane Michael TDirectorAWARD5,461$40.28$220.0K
Mar 26, 2026Weiler MelissaDirectorAWARD5,461$40.28$220.0K
Mar 2, 2026HANDLER RICHARD BCEOGIFT259,010
Feb 27, 2026HANDLER RICHARD BCEOAWARD114,947$44.40$5.1M
Feb 27, 2026Weiler MelissaDirectorAWARD145$44.40$6.4K
Feb 27, 2026Larson Matthew ScottEVP, CFOAWARD877$44.40$38.9K
Feb 27, 2026Sharp Michael J.EVP and General CounselAWARD877$44.40$38.9K
Feb 27, 2026BEYER ROBERT DDirectorAWARD540$44.40$24.0K
Feb 27, 2026Ellis-Kirk MatriceDirectorAWARD145$44.40$6.4K
Feb 27, 2026O Kane Michael TDirectorAWARD633$44.40$28.1K
Feb 27, 2026FRIEDMAN BRIAN PPresidentAWARD34,769$44.40$1.5M
Feb 9, 2026HANDLER RICHARD BCEOGIFT81,076
Feb 2, 2026FRIEDMAN BRIAN PPresidentGIFT472,804
17 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 14 neutral. Avg impact: 4.4/10.
NEUTRAL 424B5 3/10
Jefferies Financial Group filed a 424B5 prospectus supplement for an at-the-market (ATM) offering of
May 11, 2026
NEUTRAL S-3ASR 4/10
Jefferies Financial Group Inc. filed an automatic shelf registration statement (S-3ASR) on May 11, 2
May 11, 2026
BULLISH CLUSTER 8/10
Jefferies President Brian Friedman sold a trivial $38 of stock, while director Sumitomo Mitsui Finan
May 9, 2026
NEUTRAL 424B5 3/10
Jefferies Financial Group Inc. issued $7.5 million in structured notes (Senior Autocallable Continge
Apr 30, 2026
NEUTRAL 8-K 4/10
Jefferies Financial Group issued $1.1 billion of 5.125% Senior Notes due 2031, with estimated net pr
Apr 28, 2026
NEUTRAL 424B5 4/10
Jefferies Financial Group Inc. issued $1.478 million in senior unsecured autocallable barrier notes
Apr 21, 2026
NEUTRAL 424B5 4/10
Jefferies Financial Group issued $6.3 million in senior unsecured autocallable notes linked to the w
Apr 8, 2026
NEUTRAL 424B5 5/10
Jefferies Financial Group Inc. is issuing $[●] in senior autocallable barrier notes linked to the wo
Apr 3, 2026
NEUTRAL 424B5 4/10
Jefferies Financial Group Inc. is issuing senior unsecured notes linked to the performance of the Ru
Apr 2, 2026
NEUTRAL 424B5 4/10
Jefferies Financial Group Inc. is issuing $[●] in senior unsecured autocallable notes linked to the
Apr 2, 2026
NEUTRAL 424B5 4/10
Jefferies Financial Group is issuing senior unsecured autocallable notes linked to the worst-perform
Apr 2, 2026
NEUTRAL 424B5 5/10
Jefferies Financial Group priced $5.587 million in market-linked securities tied to the S&P 500, Rus
Apr 1, 2026
NEUTRAL 424B5 4/10
Jefferies Financial Group Inc. priced $1.412 million in market-linked notes tied to an equally weigh
Apr 1, 2026
NEUTRAL 424B5 4/10
Jefferies Financial Group Inc. priced a $2.34 million offering of market-linked securities tied to t
Apr 1, 2026
MIXED 424B5 5/10
Jefferies Financial Group Inc. is issuing $[●] million of senior unsecured autocallable barrier note
Apr 1, 2026
MIXED 424B5 6/10
Jefferies Financial Group Inc. has priced two offerings of structured notes totaling $10.8 million,
Mar 30, 2026
NEUTRAL 424B5 3/10
Jefferies Financial Group Inc. is issuing $1,000 face value senior unsecured notes linked to the wor
Mar 27, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (70% buy). Based on 10 analysts: 2 strong buy, 5 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$62.17 mean target +0.8% upside Hold (2.00)
$50.00 Low $87.00 High
MetricValue
Current Price$61.66
Target Low$50.00
Target Mean$62.17
Target Median$59.50
Target High$87.00
# Analysts6
RecommendationHold (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$1.14 $1.11 $1.17 185.0% +39.9% 0↑ 2↓ $2.2B 32.7% 2
Next Q
2026-08-31
$0.94 $0.80 $1.09 -6.4% -3.6% 0↑ 1↓ $2.0B -0.5% 2
Current FY
2026-11-30
$3.67 $3.55 $3.85 +4.8% 0↑ 3↓ $8.4B 14.9% 3
Next FY
2027-11-30
$4.54 $3.65 $5.52 23.7% +2.6% 1↑ 2↓ $9.2B 9.2% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.140
7d ago$0.815+0.325
30d ago$0.815+0.325
60d ago$0.815+0.325
90d ago$0.860+0.280
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jun 9, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jun 8, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Apr 14, 2026 Goldman Sachs MAINTAIN Buy Buy
Mar 26, 2026 Goldman Sachs MAINTAIN Buy Buy
Mar 23, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Mar 13, 2026 Oppenheimer MAINTAIN Outperform Outperform
Mar 12, 2026 UBS MAINTAIN Buy Buy
Mar 12, 2026 Goldman Sachs MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262530070%
May 1, 20262530070%
Apr 1, 20262530070%
Mar 1, 20262620080%
Feb 1, 20262620080%
Jan 1, 20262620080%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 25, 2026
dark_pool
Dark Pool: JEF — 1.4M shares, 35,076 trades
Week starting 2026-05-25. Total ATS volume: 1,406,257 shares across 35,076 trades.
May 18, 2026
dark_pool
Dark Pool: JEF — 2.8M shares, 57,768 trades
Week starting 2026-05-18. Total ATS volume: 2,792,237 shares across 57,768 trades.
May 11, 2026
short_volume
Short Volume: JEF — 62.2% short (0.4M / 0.7M)
Short: 438,297 | Exempt: 43 | TRF Vol: 704,468 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: JEF — 3.1M shares, 59,721 trades
Week starting 2026-05-11. Total ATS volume: 3,081,962 shares across 59,721 trades.
May 4, 2026
dark_pool
Dark Pool: JEF — 3.0M shares, 56,853 trades
Week starting 2026-05-04. Total ATS volume: 2,958,201 shares across 56,853 trades.
Apr 27, 2026
dark_pool
Dark Pool: JEF — 2.8M shares, 54,774 trades
Week starting 2026-04-27. Total ATS volume: 2,849,119 shares across 54,774 trades.
Apr 20, 2026
dark_pool
Dark Pool: JEF — 2.3M shares, 47,929 trades
Week starting 2026-04-20. Total ATS volume: 2,307,312 shares across 47,929 trades.
Apr 14, 2026
short_volume
Short Volume: JEF — 62.6% short (0.4M / 0.6M)
Short: 377,256 | Exempt: 0 | TRF Vol: 602,924 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: JEF — 2.8M shares, 54,766 trades
Week starting 2026-04-13. Total ATS volume: 2,773,693 shares across 54,766 trades.
Apr 13, 2026
short_volume
Short Volume: JEF — 57.3% short (0.4M / 0.8M)
Short: 444,194 | Exempt: 4,786 | TRF Vol: 775,643 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
short_volume
Short Volume: JEF — 58.1% short (0.5M / 0.9M)
Short: 507,494 | Exempt: 0 | TRF Vol: 873,190 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: JEF — 64.7% short (0.5M / 0.8M)
Short: 539,161 | Exempt: 0 | TRF Vol: 833,550 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: JEF — 68.0% short (0.8M / 1.2M)
Short: 789,465 | Exempt: 3,007 | TRF Vol: 1,161,095 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: JEF — 3.1M shares, 56,200 trades
Week starting 2026-04-06. Total ATS volume: 3,141,806 shares across 56,200 trades.
Apr 2, 2026
short_volume
Short Volume: JEF — 59.3% short (0.5M / 0.8M)
Short: 469,129 | Exempt: 83 | TRF Vol: 791,105 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)