JEF — Jefferies Financial Group Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

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 →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$52.15
Market Cap$10.65B
Float171.2M
Shares Outstanding204.4M
P/E (Forward)14.45
P/E (TTM)17.48
Price/Sales (TTM)1.97
vs. Analyst Target+4.5% to analyst PT
Profit Margin23.02%
Operating Margin (TTM)13.41%
Revenue (TTM)$5.40B
Earnings Growth (YoY)22.80%
Dividend Rate1.6%
Analyst Target Price$54.50 (3 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
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

QuarterRevenueNet Income
May 2025 $2.49B $99.1M
Aug 2025 $2.91B $253M
Nov 2025 $2.95B $215M
Feb 2026 $2.87B $175M

Ownership & Float

Insider Ownership26.0%
Institutional Ownership67.5%
Short Float2.3%
% of All Funds Holding6.40%
Number of Funds Holding526

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.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$48.15Near-term / short-term trend
Weekly40-Week SMA$54.81Medium-term trend
Weekly80-Week SMA$58.10Cyclical trend (business cycle)
Weekly200-Week SMA$47.53Secular trend (multi-year)
Monthly10-Month SMA$54.98Near-term monthly trend
Monthly20-Month SMA$58.79Medium-term monthly trend
Monthly40-Month SMA$50.09Secular 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 LevelTypeVolume RatioAge
$60.00 resistance 1.52x 2 months ago
$64.00 resistance 1.98x 6 months ago
$66.00 resistance 1.60x 13 months ago

Historical Earnings Reactions (106 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.21% -0.04% 44.34% 14.24% -9.97%
1 Day -0.51% -0.21% 43.40% 7.07% -12.24%
1 Week -1.51% -0.74% 45.28% 10.19% -26.00%
2 Weeks -0.88% 0.29% 52.83% 17.02% -30.91%
1 Month 1.07% 1.24% 59.43% 25.39% -21.89%

Next earnings: June 24, 2026 (26 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan3.1%52.2%46
Feb0.6%58.7%46
Mar-0.3%50.0%46
Apr3.1%59.6%47
May-0.5%47.8%46
Jun-0.6%41.3%46
Jul4.4%65.2%46
Aug0.9%50.0%46
Sep1.3%50.0%46
Oct1.7%58.7%46
Nov3.6%58.7%46
Dec3.5%69.6%46

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.00% 44.7% 2200
Tuesday 0.13% 46.9% 2389
Wednesday 0.11% 45.9% 2386
Thursday 0.06% 46.7% 2340
Friday 0.11% 46.5% 2326

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 67.5%

Insider Transactions — Smart Summary

Total insider ownership: 26.0%

Founder-led management: Joseph S. Steinberg (Co-Founder & Chairman)

12-Month Insider Activity Summary

Total Filings4
Net Value-$51.902
Net Shares Change6,868,181
% of Float4.0%
C-Suite Filings3
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
SUMITOMO MITSUI FINANCIAL GROUP, INC. +$310M 1 1 buy
FRIEDMAN BRIAN P President -$51.902 2 2 sell
HANDLER RICHARD B CEO +N/A 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-04 SUMITOMO MITSUI FINANCIAL GROUP, INC. +$310M Transaction at $48.22, now +8.2%
2026-05-08 FRIEDMAN BRIAN P President -$51.902 Transaction at $51.90, now +0.5%
2025-12-12 FRIEDMAN BRIAN P President +N/A N/A
2025-12-12 HANDLER RICHARD B CEO +N/A N/A

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Jefferies Financial Group Inc (JEF) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for JEF on Trend Edge →