Jefferies Financial Group Inc. (JEF)

Price$46.05Cached quote
JEFNYSE
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Financial charts

Revenue

Net income

Total cash / debt

CashTotal debt

Financial statements

20 annual periodsNewest to oldest
202520242023202220212020201920182017 · Dec 312017 · Nov 302016201520142013201220112010200920082007
Revenue$5.55B$4.86B$3.23B$4.74B$6.14B$3.92B$2.79B$3.12B$5.05B$4.03B$3.85B$11.68B$12.33B$11.00B$9.40B$642.6M$1.20B$575.2M$490.5M$1.15B
Gross profit$5.36B$4.65B$3.20B$4.30B$5.67B$3.58B$2.47B$2.81B$4.77B—$3.51B$4.01B$4.31B$3.43B$1.92B$426.7M$979.1M$378.2M$195.3M$814.2M
Gross margin96.56%95.75%99.09%90.71%92.33%91.37%88.54%90.16%94.44%—91.24%34.29%34.95%31.20%20.47%66.39%81.36%65.76%39.82%70.50%
Research & development——$177.5M$150.5M$109.8M—————————$17.6M$22.2M$5.5M$3.5M$14.0M—
Operating expenses$6.47B$6.03B$4.35B$4.92B$5.84B$4.87B$3.62B$3.52B$3.40B$3.34B$3.20B$10.64B$11.24B$10.00B$8.05B$609.3M$820.5M$629.2M$862.0M$1.22B
Operating income$4.63B$4.71B$3.31B$2.61B$305.0M−$945.1M−$827.2M−$405.3M$1.65B$695.0M$645.4M$1.04B$1.09B$999.8M$1.35B$33.3M$382.9M−$251.0M−$368.0M−$61.2M
Operating margin83.50%97.01%102.36%55.10%4.97%−24.09%−29.65%−12.99%32.74%17.24%16.77%8.93%8.85%9.09%14.39%5.18%31.82%−43.63%−75.01%−5.30%
EBITDA$4.55B$4.68B$3.21B$2.42B$462.4M−$786.6M−$674.4M−$285.0M$1.76B—$762.6M$1.27B$1.28B$1.17B$1.47B$120.5M$475.4M−$178.4M−$319.8M−$26.0M
EBITDA margin82.08%96.41%99.24%50.93%7.53%−20.05%−24.17%−9.14%34.92%—19.82%10.85%10.35%10.61%15.63%18.75%39.51%−31.02%−65.19%−2.25%
Net income$682.0M$716.0M$262.4M$781.7M$1.67B$769.6M$959.6M$1.02B$167.4M$610.3M$125.9M$279.6M$204.3M$369.2M$854.5M$25.2M$1.94B$550.3M−$2.54B$484.3M
Net profit margin12.30%14.74%8.12%16.48%27.15%19.62%34.39%32.77%3.31%15.14%3.27%2.39%1.66%3.36%9.09%3.93%161.15%95.67%−516.86%41.93%
Basic EPSper basic share$2.93$3.08$1.12$3.13$6.29$2.68$3.07$2.93$0.45$1.65$0.34$0.74$0.54$1.07$3.49$0.10$7.97$2.28-$11.00$2.22
Diluted EPSper diluted share$2.83$2.99$1.10$3.06$6.13$2.65$3.03$2.90$0.45$1.63$0.34$0.74$0.54$1.06$3.44$0.10$7.85$2.25-$11.00$2.10

Owners

Reported shareholders

Reference date Jun 30, 2026
STEINBERG JOSEPH S · ≈10.68% of listed sharesBlackRock, Inc. · 8.62% of listed sharesHANDLER RICHARD B · ≈7.95% of listed sharesAQR CAPITAL MANAGEMENT LLC · 4.35% of listed sharesVANGUARD PORTFOLIO MANAGEMENT LLC · 3.67% of listed sharesVANGUARD CAPITAL MANAGEMENT LLC · 3.45% of listed sharesSUMITOMO MITSUI FINANCIAL GROUP, INC. · 3.32% of listed sharesSTATE STREET CORP · 2.56% of listed sharesMASSACHUSETTS MUTUAL LIFE INSURANCE CO · 2.40% of listed sharesFRIEDMAN BRIAN P · ≈1.99% of listed sharesALLIANCEBERNSTEIN L.P. · 1.73% of listed sharesTWO SIGMA INVESTMENTS, LP · 1.65% of listed sharesGEODE CAPITAL MANAGEMENT, LLC · 1.54% of listed sharesMORGAN STANLEY · 1.50% of listed sharesDIMENSIONAL FUND ADVISORS LP · 1.48% of listed sharesD. E. Shaw & Co., Inc. · 1.44% of listed sharesFirst Pacific Advisors, LP · 1.40% of listed sharesNORGES BANK · 1.37% of listed sharesBARROW HANLEY MEWHINNEY & STRAUSS LLC · 1.31% of listed sharesBAMCO INC /NY/ · 1.11% of listed shares
≈10.68%of listed shares
STEINBERG JOSEPH S20.7M shares · Nov 14, 2024
View holders
Top 20 reported holders of JEF
Holder% owned
STEINBERG JOSEPH S
≈10.68%20.7M shares
BlackRock, Inc.
8.62%16.71M shares
HANDLER RICHARD B
≈7.95%15.4M shares
AQR CAPITAL MANAGEMENT LLC
4.35%8.43M shares
VANGUARD PORTFOLIO MANAGEMENT LLC
3.67%7.11M shares
VANGUARD CAPITAL MANAGEMENT LLC
3.45%6.69M shares
SUMITOMO MITSUI FINANCIAL GROUP, INC.
3.32%6.43M shares
STATE STREET CORP
2.56%4.96M shares
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
2.40%4.65M shares
FRIEDMAN BRIAN P
≈1.99%3.85M shares
ALLIANCEBERNSTEIN L.P.
1.73%3.35M shares
TWO SIGMA INVESTMENTS, LP
1.65%3.21M shares
GEODE CAPITAL MANAGEMENT, LLC
1.54%2.98M shares
MORGAN STANLEY
1.50%2.9M shares
DIMENSIONAL FUND ADVISORS LP
1.48%2.87M shares
D. E. Shaw & Co., Inc.
1.44%2.79M shares
First Pacific Advisors, LP
1.40%2.7M shares
NORGES BANK
1.37%2.65M shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC
1.31%2.55M shares
BAMCO INC /NY/
1.11%2.14M shares

Percentages use 193.74M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.

Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.

Source: SEC Form 4/A ↗Updated Sep 30, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys4$1.21B disclosed value
Sells (SEC code S)8$89.00M disclosed value
12 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
May 6, 2026Form 4FRIEDMAN BRIAN PPresidentSellCommon Stock0.26$51.88$13.48882.06M
May 6, 2026Form 4FRIEDMAN BRIAN PPresidentSellCommon Stock0.74$51.91$38.41342.06M
May 1, 2026Form 4/ASUMITOMO MITSUI FINANCIAL GROUP, INC.DirectorBuyCommon Stock · indirect6.43M$54.83$352.52M6.43M
May 1, 2026Form 4SUMITOMO MITSUI FINANCIAL GROUP, INC.DirectorBuyCommon Stock · indirect6.43M$48.22$310.02M6.43M
Nov 14, 2024Form 4/ASTEINBERG JOSEPH SChairman of the BoardBuyCommon Stock100$74.50$7.5K2.34M

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