Seasonal Tailwind — december med 2.3% (mag 1/3) · posClose 69.57% (rel 2/3) · n46 ×0.5 = 3.2
Founder-Led — founder/CEO led
About Jefferies Financial Group Inc
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. The company provides investment banking and advisory services for mergers or acquisitions, debt financing, restructurings, and private capital advisory transactions; underwriting and placement services rel… Read full Trend Edge analysis →
Sector: Financial Services
Industry: Capital Markets
Exchange: NYSE
IPO Date: November 5, 1987
Headquarters: 520 Madison Avenue, New York, NY, United States, 10022
Founder-Led: Yes — Joseph S. Steinberg (Co-Founder & Chairman)
Key Metrics
Current Price
$44.38
Market Cap
$8.99B
Float
139.1M
Shares Outstanding
194.1M
P/E (Forward)
10.26
P/E (TTM)
12.14
Price/Sales (TTM)
1.06
vs. Analyst Target
+25.4% to analyst PT
Profit Margin
10.72%
Operating Margin (TTM)
15.80%
Revenue (TTM)
$8.51B
Earnings Growth (YoY)
7.70%
Dividend Rate
1.6%
Analyst Target Price
$55.67 (6 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$6.96B
$775M
$3.33B
$2.17B
2021
$8.95B
$1.67B
$4.62B
$3.34B
2022
$7.15B
$785M
$3.77B
$2.42B
2023
$7.44B
$278M
$4.51B
$3.21B
2024
$10.52B
$743M
$6.22B
$4.68B
2025
$10.82B
$710M
$6.46B
$1.06B
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Nov 2025
$2.95B
$215M
Feb 2026
$2.87B
$175M
May 2026
$3.41B
$255M
Aug 2026
$2.22B
$267M
Ownership & Float
Insider Ownership
25.3%
Institutional Ownership
68.7%
Short Float
5.0%
% of All Funds Holding
6.61%
Number of Funds Holding
581
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$51.03
Near-term / short-term trend
Weekly
40-Week SMA
$51.58
Medium-term trend
Weekly
80-Week SMA
$53.78
Cyclical trend (business cycle)
Weekly
200-Week SMA
$49.51
Secular trend (multi-year)
Monthly
10-Month SMA
$49.51
Near-term monthly trend
Monthly
20-Month SMA
$52.95
Medium-term monthly trend
Monthly
40-Month SMA
$52.17
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$51.00
resistance
1.04x
0 months ago
$60.00
resistance
1.52x
7 months ago
$64.00
resistance
1.98x
11 months ago
$66.00
resistance
1.60x
18 months ago
Historical Earnings Reactions (108 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
-0.26%
-0.04%
43.52%
14.24%
-9.97%
1 Day
-0.60%
-0.23%
42.59%
7.07%
-12.24%
1 Week
-1.61%
-0.84%
44.44%
10.19%
-26.00%
2 Weeks
-0.97%
0.29%
52.34%
17.02%
-30.91%
1 Month
1.05%
1.13%
58.88%
25.39%
-21.89%
Next earnings: December 17, 2026 (67 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
3.1%
52.2%
46
Feb
0.6%
58.7%
46
Mar
-0.3%
50.0%
46
Apr
3.1%
59.6%
47
May
-0.3%
48.9%
47
Jun
-0.7%
40.4%
47
Jul
4.5%
66.0%
47
Aug
0.8%
48.9%
47
Sep
1.0%
48.9%
47
Oct
1.7%
58.7%
46
Nov
3.6%
58.7%
46
Dec
3.5%
69.6%
46
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
0.01%
44.8%
2218
Tuesday
0.13%
46.9%
2407
Wednesday
0.10%
45.8%
2405
Thursday
0.06%
46.8%
2359
Friday
0.10%
46.6%
2343
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 68.7%
Insider Transactions — Smart Summary
Total insider ownership: 25.3%
Founder-led management: Joseph S. Steinberg (Co-Founder & Chairman)
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