JCAP
Jefferson Capital, Inc. / DE
$16.36
+0.49%
$906.6M
No data for this timeframe.
Vol
Market Cap$906.6M
Cap SizeSmall Cap
Inst. Holders47 funds
Inst. Value$274.4M
Inst. Activity25 buys / 1 sells
SEC Reports3
Press Releases3
Exchange Nasdaq·Sector Short-Term Business Credit Institutions·Inc. DE·CIK 0002046042·Prev Close $16.28
Recent Activity
Jun 11, 2026
SEC
Three mega-passive institutions (Vanguard, BlackRock, Morgan Stanley) collectively added $20.6M in JCAP during Q3 2025,
INST-CLUSTER — Impact 3/10
May 20, 2026
SEC
This is a routine debt-collection appeal involving Jefferson Capital Systems, LLC (a subsidiary of Jefferson Capital, In
COURT-RULING — Impact 1/10
May 19, 2026
Event
Jefferson Capital Sys., L.L.C. v. Darko
Court ruling from Ohio Court of Appeals. Docket: 25AP-775
May 14, 2026
SEC
JCAP reported Q1 2026 GAAP EPS of $0.61, missing consensus of $0.80 by 23.8%, while revenue grew 13.9% to a record $176.
8-K — Impact 7/10
May 14, 2026
earnings_calendar
JCAP Q1 2026 Earnings Scheduled — 2026-05-14
Mar 18, 2026
Insider
Zellmann Mark Joseph was granted 12,500 shares
President US Business Lines @ $20.13 ($251.6K)
Mar 11, 2026
Insider
OROS JOHN J was granted 25,000 shares
Director @ $20.78 ($519.5K)
Inst.
WELLINGTON MANAGEMENT GROUP LLP — ADD
3,270,966 shares ($62.9M)
Price Targets
Historical data — last covering-analyst action Dec 2025. No current recommendation available.
$26.00 (Dec 2025)
Current $16.36
Low $21.00
Median $26.00
High $29.00
5 analysts
$21.00
$29.00
Analyst Ratings
4Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Dec 24, 2025 | Keefe, Bruyette & Woods | REITERATE | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.70 | $0.66 — $0.77 | -13% YoY | 4 |
| Next Q | $0.71 | $0.67 — $0.78 | -10% YoY | 4 |
| Current FY | $2.88 ▲ +1.4% | $2.73 — $3.07 | -57% YoY | 4 |
| Next FY | $2.91 ▲ +0.9% | $2.74 — $3.18 | 1% YoY | 4 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutions (Vanguard, BlackRock, Morgan Stanley) collectively added $20.6M in JCAP during Q3 2025,
Jun 11, 2026
NEUTRAL
COURT-RULING
1/10
This is a routine debt-collection appeal involving Jefferson Capital Systems, LLC (a subsidiary of Jefferson Capital, In
May 20, 2026
NEUTRAL
Press
2/10
Jefferson Capital announced it will release Q1 2026 financial results after market close on May 14, 2026, followed by a
Apr 30, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $62.9M | ADD |
| ADAGE CAPITAL PARTNERS GP, | $33.9M | ADD |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, | $30.0M | ADD |
| BlackRock, Inc. | $27.0M | DOUBLED |
| GOLDMAN SACHS GROUP INC | $21.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 18, 2026 | Zellmann Mark | A | $251.6K |
| Mar 11, 2026 | OROS JOHN | A | $519.5K |
47 institutional holders with $274.4M total value (14,283,099 shares) as of 2026-Q1. Top holders: WELLINGTON, ADAGE, WILLIAM. Net buying activity: 25 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 3,270,966 | $62.9M | 22.9% | ADD +80.0% |
| 2 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,762,799 | $33.9M | 12.4% | ADD +36.9% |
| 3 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,559,949 | $30.0M | 10.9% | ADD +54.0% |
| 4 | BlackRock, Inc. | 1,405,042 | $27.0M | 9.8% | DOUBLED +132.1% |
| 5 | GOLDMAN SACHS GROUP INC | 1,131,598 | $21.8M | 7.9% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,056,798 | $20.3M | 7.4% | — |
| 7 | CITADEL ADVISORS LLC | 587,498 | $11.3M | 4.1% | — |
| 8 | STATE OF WISCONSIN INVESTMENT BOARD | 374,375 | $7.2M | 2.6% | — |
| 9 | STATE STREET CORP | 366,671 | $7.1M | 2.6% | DOUBLED +103.8% |
| 10 | Clearbridge Investments, LLC | 330,392 | $6.4M | 2.3% | ADD +39.4% |
| 11 | TWO SIGMA INVESTMENTS, LP | 315,015 | $6.1M | 2.2% | DOUBLED +1186.7% |
| 12 | MORGAN STANLEY | 275,451 | $5.3M | 1.9% | DOUBLED +106.1% |
| 13 | Alyeska Investment Group, L.P. | 247,072 | $4.8M | 1.7% | ADD +64.7% |
| 14 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 200,000 | $3.8M | 1.4% | TRIM -55.6% |
| 15 | FRANKLIN RESOURCES INC | 198,464 | $3.8M | 1.4% | ADD +36.2% |
| 16 | Brevan Howard Capital Management LP | 190,000 | $3.7M | 1.3% | — |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 178,032 | $3.4M | 1.2% | ADD +86.2% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 161,879 | $3.1M | 1.1% | — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 152,999 | $2.9M | 1.1% | ADD +96.6% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 117,737 | $2.3M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 1,817,039 | 3,270,966 | +80.0% | $62.9M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADD | 1,287,509 | 1,762,799 | +36.9% | $33.9M | 2026-Q1 |
| BlackRock, Inc. | DOUBLED | 605,381 | 1,405,042 | +132.1% | $27.0M | 2026-Q1 |
| STATE STREET CORP | DOUBLED | 179,953 | 366,671 | +103.8% | $7.1M | 2026-Q1 |
| Clearbridge Investments, LLC | ADD | 236,943 | 330,392 | +39.4% | $6.4M | 2026-Q1 |
| MORGAN STANLEY | DOUBLED | 133,669 | 275,451 | +106.1% | $5.3M | 2026-Q1 |
| Alyeska Investment Group, L.P. | ADD | 150,000 | 247,072 | +64.7% | $4.8M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 145,664 | 198,464 | +36.2% | $3.8M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 95,600 | 178,032 | +86.2% | $3.4M | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 77,812 | 152,999 | +96.6% | $2.9M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 30,044 | 58,859 | +95.9% | $1.1M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 19,447 | 52,502 | +170.0% | $1.0M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 16,009 | 37,711 | +135.6% | $725.2K | 2026-Q1 |
| Legal & General Group Plc | DOUBLED | 764 | 28,763 | +1782.4% | $553.1K | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 11,215 | 26,618 | +137.3% | $511.9K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 423 | 23,180 | +5379.9% | $445.8K | 2026-Q1 |
| RHUMBLINE ADVISERS | DOUBLED | 8,790 | 18,563 | +111.2% | $357.0K | 2026-Q1 |
| MetLife Investment Management, LLC | ADD | 7,345 | 12,507 | +70.3% | $240.5K | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | 3,639 | 10,418 | +186.3% | $200.3K | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 5,727 | 9,083 | +58.6% | $174.7K | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 2,028 | 4,072 | +100.8% | $78.3K | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 632 | 1,678 | +165.5% | $32.3K | 2026-Q1 |
| CWM, LLC | ADD | 339 | 575 | +69.6% | $11.1K | 2026-Q1 |
| FMR LLC | DOUBLED | 52 | 486 | +834.6% | $9.3K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 185 | 89 | -51.9% | $1.7K | 2026-Q1 |
2 unique insiders with 2 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 18, 2026 | Zellmann Mark Joseph | President US Business Lines | AWARD | 12,500 | $20.13 | $251.6K |
| Mar 11, 2026 | OROS JOHN J | Director | AWARD | 25,000 | $20.78 | $519.5K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 3.7/10.
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutions (Vanguard, BlackRock, Morgan Stanley) collectively added $20.6M in J
Jun 11, 2026
NEUTRAL
COURT-RULING
1/10
This is a routine debt-collection appeal involving Jefferson Capital Systems, LLC (a subsidiary of J
May 20, 2026
BEARISH
8-K
7/10
JCAP reported Q1 2026 GAAP EPS of $0.61, missing consensus of $0.80 by 23.8%, while revenue grew 13.
May 14, 2026
NEUTRAL
2/10
Jefferson Capital announced it will release Q1 2026 financial results after market close on May 14,
Apr 30, 2026
NEUTRAL
3/10
Jefferson Capital announced the appointment of Susan Atkins and James Pierce to its Board of Directo
Mar 18, 2026
BULLISH
8/10
Jefferson Capital reported strong fourth quarter and full-year 2025 results, driven by record collec
Mar 12, 2026
Historical analyst distribution (last covering-analyst action Dec 2025): 92% buy across 13 analysts — 4 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Dec 2025. No current recommendation available.
$26.00 mean target (Dec 2025)
$21.00 Low
$29.00 High
| Metric | Value |
|---|---|
| Current Price | $16.36 |
| Target Low | $21.00 |
| Target Mean | $26.00 |
| Target Median | $26.00 |
| Target High | $29.00 |
| # Analysts | 5 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.70 | $0.66 | $0.77 | -13.0% | -0.4% | 1↑ 1↓ | $0.2B | 11.5% | 4 |
| Next Q 2026-09-30 |
$0.71 | $0.67 | $0.78 | -10.3% | -0.3% | 1↑ 2↓ | $0.2B | 13.7% | 4 |
| Current FY 2026-12-31 |
$2.88 | $2.73 | $3.07 | -57.4% | +1.4% | 3↑ 1↓ | $0.7B | 12.5% | 4 |
| Next FY 2027-12-31 |
$2.91 | $2.74 | $3.18 | 1.0% | +0.9% | 3↑ 0↓ | $0.7B | 3.3% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.705 | |
| 7d ago | $0.708 | -0.003 |
| 30d ago | $0.708 | -0.003 |
| 60d ago | $0.708 | -0.003 |
| 90d ago | $0.710 | -0.005 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Dec 24, 2025 | Keefe, Bruyette & Woods | REITERATE | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Mar 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Feb 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% | |
| Jan 1, 2026 | 4 | 7 | 1 | 0 | 0 | 92% |
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 19, 2026
Enforcement
Jefferson Capital Sys., L.L.C. v. Darko
Court ruling from Ohio Court of Appeals. Docket: 25AP-775
May 14, 2026
earnings_calendar
JCAP Q1 2026 Earnings Scheduled — 2026-05-14
Apr 30, 2026
bankruptcy
Jefferson Capital to Announce First Quarter 2026 Results
<p align="justify">MINNEAPOLIS, April 30, 2026 (GLOBE NEWSWIRE) -- <strong>Jefferson Capital, Inc. (NASDAQ: JCAP) (“Jefferson Capital”)</strong>, a
Apr 23, 2026
other
Jefferson Capital Secures Credit Facility Expansion
<p align="center"><em>– Financial Flexibility Enhanced with Facility Expansion to $1.15 Billion –</em></p>
Mar 18, 2026
bankruptcy
Jefferson Capital Appoints Two New Independent Directors
<p align="justify">MINNEAPOLIS, March 18, 2026 (GLOBE NEWSWIRE) -- <strong>Jefferson Capital, Inc. (NASDAQ: JCAP) (“Jefferson Capital”)</strong>, a
Mar 12, 2026
earnings
Jefferson Capital Reports Fourth Quarter and Full Year 2025 Results
<p align="center"><strong><em>Record Quarterly Collections Grow 41% to $245.3 Million and Record Deployments Grow 6% to $380.5 Million</em></strong><b
Mar 12, 2026
earnings_calendar
JCAP Q4 2025 Earnings Scheduled — 2026-03-12