JE
JEF
Jefferies Financial Group Inc.
$51.19
-0.79%
$10.5B
No data for this timeframe.
Vol
Market Cap$10.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (70%)
Inst. Holders9 funds
Inst. Value$1.5B
Inst. Activity1 buys / 2 sells
Insider Activity1B / 1S
Insider Net $$310.0M
SEC Reports17
Exchange NYSE·Sector Security Brokers, Dealers & Flotation Companies·Inc. NY·CIK 0000096223·Prev Close $51.60
Recent Activity
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
May 6, 2026
Insider
FRIEDMAN BRIAN P sold 0.74 shares
President @ $51.91 ($38.41)
May 1, 2026
Insider
SUMITOMO MITSUI FINANCIAL GROUP, INC. bought 6,429,337 shares
Director @ $48.22 ($310.0M)
Apr 27, 2026
Insider
SUMITOMO MITSUI FINANCIAL GROUP, INC. sold 9,247,081 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
2,349,258 shares ($145.6M)
Inst.
TWO SIGMA INVESTMENTS, LP — NEAR_EXIT
231,537 shares ($14.3M)
Price Targets
$54.50
+6.5% upside
Buy
Current $51.19
Low $42.00
Median $55.00
High $72.00
6 analysts
$42.00
$72.00
Analyst Ratings
2Strong Buy
5Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.81 ▼ -9.9% | $0.68 — $0.95 | 104% YoY | 2 |
| Next Q | $0.98 ▼ -5.8% | $0.86 — $1.10 | -3% YoY | 2 |
| Current FY | $3.50 ▼ -13.3% | $3.46 — $3.55 | 3 | |
| Next FY | $4.43 ▼ -4.8% | $3.65 — $5.48 | 26% YoY | 3 |
Latest Reports
NEUTRAL
424B5
3/10
Jefferies Financial Group filed a 424B5 prospectus supplement for an at-the-market (ATM) offering of up to 25,000,000 co
May 11, 2026
NEUTRAL
S-3ASR
4/10
Jefferies Financial Group Inc. filed an automatic shelf registration statement (S-3ASR) on May 11, 2026, registering an
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $913.1M | — |
| MORGAN STANLEY | $156.5M | ADD |
| NORGES BANK | $145.6M | NEW |
| BANK OF AMERICA CORP | $106.8M | — |
| FMR LLC | $96.7M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 6, 2026 | FRIEDMAN BRIAN | SELL | $38.41 |
| May 1, 2026 | SUMITOMO MITSUI | BUY | $310.0M |
| Apr 27, 2026 | SUMITOMO MITSUI | M | $0.00 |
| Apr 27, 2026 | SUMITOMO MITSUI | M | $0.00 |
| Mar 26, 2026 | Adamany Linda | A | $220.0K |
9 institutional holders with $1.5B total value (24,926,938 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 14,734,593 | $913.1M | 59.1% | — |
| 2 | MORGAN STANLEY | 2,524,669 | $156.5M | 10.1% | ADD +44.5% |
| 3 | NORGES BANK | 2,349,258 | $145.6M | 9.4% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 1,723,143 | $106.8M | 6.9% | — |
| 5 | FMR LLC | 1,560,292 | $96.7M | 6.3% | DOUBLED +109.4% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,173,560 | $72.7M | 4.7% | NEW |
| 7 | BERKSHIRE HATHAWAY INC | 433,558 | $26.9M | 1.7% | NEW |
| 8 | TWO SIGMA INVESTMENTS, LP | 231,537 | $14.3M | 0.9% | NEAR_EXIT -84.1% |
| 9 | WELLS FARGO & COMPANY/MN | 196,328 | $12.2M | 0.8% | TRIM -46.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,349,258 | — | $145.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 1,452,842 | 231,537 | -84.1% | $14.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 364,934 | 196,328 | -46.2% | $12.2M | 2025-Q4 |
| FMR LLC | DOUBLED | 715,903 | 1,498,890 | +109.4% | $98.1M | 2025-Q3 |
| UBS Group AG | DOUBLED | 417,954 | 1,096,708 | +162.4% | $71.7M | 2025-Q3 |
| NORGES BANK | EXIT | 1,962,996 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 537,589 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,962,996 | — | $107.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 1,059,772 | 1,467,286 | +38.5% | $80.2M | 2025-Q2 |
| BERKSHIRE HATHAWAY INC | NEW | — | 433,558 | — | $23.7M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 655,655 | 1,059,772 | +61.6% | $56.8M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 446,757 | 967,303 | +116.5% | $51.8M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 5,381,149 | 748,395 | -86.1% | $40.1M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 678,437 | — | $36.3M | 2025-Q1 |
| UBS Group AG | ADD | 264,961 | 403,467 | +52.3% | $21.6M | 2025-Q1 |
| NORGES BANK | EXIT | 453,059 | 0 | -100.0% | $0.00 | 2025-Q1 |
| BERKSHIRE HATHAWAY INC | EXIT | 433,558 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 1,916,094 | 2,769,659 | +44.5% | $217.1M | 2024-Q4 |
| NORGES BANK | NEAR_EXIT | 1,823,247 | 453,059 | -75.2% | $35.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 1,709,235 | 446,757 | -73.9% | $35.0M | 2024-Q4 |
| UBS Group AG | ADD | 168,257 | 264,961 | +57.5% | $20.8M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 115,689 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,170,577 | — | $72.0M | 2024-Q3 |
13 unique insiders with 2 transactions. Net insider value: $310.0M ($310.0M bought, $38.41 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 6, 2026 | FRIEDMAN BRIAN P | President | SELL | 0.74 | $51.91 | $38.41 |
| May 1, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | BUY | 6,429,337 | $48.22 | $310.0M |
| Apr 27, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | M | 9,247,081 | $0.00 | $0.00 |
| Apr 27, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | M | 9,247,081 | $0.00 | $0.00 |
| Mar 26, 2026 | Adamany Linda | Director | A | 5,461 | $40.28 | $220.0K |
| Mar 26, 2026 | BEYER ROBERT D | Director | A | 5,461 | $40.28 | $220.0K |
| Mar 26, 2026 | Ellis-Kirk Matrice | Director | A | 5,461 | $40.28 | $220.0K |
| Mar 26, 2026 | Gilmartin MaryAnne | Director | A | 5,461 | $40.28 | $220.0K |
| Mar 26, 2026 | JONES THOMAS W | Director | A | 5,461 | $40.28 | $220.0K |
| Mar 26, 2026 | Katz Jacob M | Director | A | 5,461 | $40.28 | $220.0K |
| Mar 26, 2026 | O Kane Michael T | Director | A | 5,461 | $40.28 | $220.0K |
| Mar 26, 2026 | Weiler Melissa | Director | A | 5,461 | $40.28 | $220.0K |
| Mar 2, 2026 | HANDLER RICHARD B | CEO | G | 259,010 | $0.00 | $0.00 |
| Feb 27, 2026 | HANDLER RICHARD B | CEO | A | 114,947 | $44.40 | $5.1M |
| Feb 27, 2026 | Weiler Melissa | Director | A | 145 | $44.40 | $6.4K |
| Feb 27, 2026 | Larson Matthew Scott | EVP, CFO | A | 877 | $44.40 | $38.9K |
| Feb 27, 2026 | Sharp Michael J. | EVP and General Counsel | A | 877 | $44.40 | $38.9K |
| Feb 27, 2026 | BEYER ROBERT D | Director | A | 540 | $44.40 | $24.0K |
| Feb 27, 2026 | Ellis-Kirk Matrice | Director | A | 145 | $44.40 | $6.4K |
| Feb 27, 2026 | O Kane Michael T | Director | A | 633 | $44.40 | $28.1K |
| Feb 27, 2026 | FRIEDMAN BRIAN P | President | A | 34,769 | $44.40 | $1.5M |
| Feb 9, 2026 | HANDLER RICHARD B | CEO | G | 81,076 | $0.00 | $0.00 |
| Feb 2, 2026 | FRIEDMAN BRIAN P | President | G | 472,804 | $0.00 | $0.00 |
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
$54.50 mean target
+6.5% upside
Buy (2.00)
$42.00 Low
$72.00 High
| Metric | Value |
|---|---|
| Current Price | $51.19 |
| Target Low | $42.00 |
| Target Mean | $54.50 |
| Target Median | $55.00 |
| Target High | $72.00 |
| # Analysts | 6 |
| Recommendation | Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-05-31 |
$0.81 | $0.68 | $0.95 | 103.8% | -9.9% | 0↑ 2↓ | $2.0B | 21.8% | 2 |
| Next Q 2026-08-31 |
$0.98 | $0.86 | $1.10 | -3.0% | -5.8% | 0↑ 1↓ | $2.0B | -1.9% | 2 |
| Current FY 2026-11-30 |
$3.50 | $3.46 | $3.55 | — | -13.3% | 0↑ 3↓ | $8.3B | 12.6% | 3 |
| Next FY 2027-11-30 |
$4.43 | $3.65 | $5.48 | 26.4% | -4.8% | 1↑ 2↓ | $9.1B | 10.2% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.815 | |
| 7d ago | $0.860 | -0.045 |
| 30d ago | $0.905 | -0.090 |
| 60d ago | $0.905 | -0.090 |
| 90d ago | $1.120 | -0.305 |
5 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| 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 |
| Dec 11, 2025 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Dec 8, 2025 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Apr 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Mar 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Feb 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| Jan 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% |
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 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)
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
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 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 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)
Mar 31, 2026
short_volume
Short Volume: JEF — 60.9% short (0.6M / 1.0M)
Short: 579,290 | Exempt: 0 | TRF Vol: 951,982 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: JEF — 2.8M shares, 53,018 trades
Week starting 2026-03-30. Total ATS volume: 2,808,246 shares across 53,018 trades.
Mar 25, 2026
earnings_calendar
JEF Q1 2026 Earnings Scheduled — 2026-03-25
Mar 23, 2026
dark_pool
Dark Pool: JEF — 5.6M shares, 84,521 trades
Week starting 2026-03-23. Total ATS volume: 5,635,521 shares across 84,521 trades.