NYSE · Finance

JEFFERIES FINL GROUP INC JEF

Jefferies Financial Group Inc. operates as an investment banking and capital markets firm in the Americas, Europe, the Middle East, and the Asia-Pacific. It operates in two segments, Investment Banking and Capital Markets, and Asset Management.

Investment Bankers/Brokers/Service

Company profile

Business mix

  • It operates in two segments, Investment Banking and Capital Markets, and Asset Management.
  • It also offers financing, securities lending, and other prime brokerage services; equities research, sales, and trading services; wealth management services; and online foreign exchange trading services.
  • In addition, the company provides investment-grade distressed debt securities, U.S.
  • It serves public companies, private companies, sponsors and owners, institutional investors, and government entities.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in capital markets?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 18.69 FCF -6.98% Buyback -0.01%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $63.2M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $41.7M Estimated from net added shares
Reduction amount $236.3M Estimated from net reduced shares
Net share change / base shares -22.8% -451,314 / 1,981,542
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 14.8% 13F value change +$3.0M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 156.5% 13F value change +$26.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 519,528 Last 3 periods +1,010,700 (+194.5%) Total shares 1,530,228 Value $63.2M
Eminence Capital Ricky Sandler 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 129.7% 13F value change +$139.8M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 13.5% 13F value change +$16.6M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$236.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,462,014 Last 3 periods -1,462,014 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.