Jefferies Financial Group Inc. (JEF)
Jefferies Financial Group Inc. brought in $12.2B of revenue over the twelve months to August 31, 2026, up 13.5% from a year earlier. Net income was $888.6M, a net margin of 7.3%. In fiscal 2025 capital spending exceeded operating cash flow by $1.7B. At August 31, 2026 it held $16.9B in cash against $18.5B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 9, 2026.
Key facts about Jefferies Financial Group Inc.
- Net worth
- Jefferies Financial Group Inc. has a market value (market cap) of $9.6B at the latest share price, and shareholders' equity of $10.7B on its balance sheet at August 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $10.8B (+2.9% year on year), with net income of $630.8M. Over the 12 months to August 31, 2026: revenue $12.2B, net income $888.6M.
- Cash flow
- In fiscal 2025 operations used $1.5B of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 9, 2026 and covers the period to August 31, 2026. Open on SEC EDGAR
- Next earnings report
- Jefferies Financial Group Inc.'s next report is expected around December 28, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Jefferies Financial Group Inc. declared dividends of $1.60 per share in fiscal 2025, a yield of 3.24% at the current price.
What Jefferies Financial Group Inc. does
Jefferies Financial Group Inc. is registered with the SEC under industry code SIC 6211 (Security Brokers, Dealers & Flotation Companies). Its shares trade on NYSE under the ticker JEF.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $10.8B | $630.8M | $2.83 | -$1.7B |
| 2024 | $10.5B | $669.3M | $2.99 | -$391.1M |
| 2023 | $7.4B | $260.9M | $1.10 | -$1.9B |
| 2022 | $7.1B | $774.2M | $3.06 | $1.6B |
| 2021 | $8.9B | $1.7B | $6.13 | $1.4B |
| 2020 | $6.9B | $769.6M | $2.65 | $1.9B |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where JEF ranks in Finance
Dividends
Jefferies Financial Group Inc. declared $1.60 per share in fiscal 2025. At the current price that is a yield of 3.24%. It paid out $374.1M in cash dividends, 59% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $1.60 | $374.1M | 59% |
| 2024 | $1.30 | $303M | 45% |
| 2023 | $1.20 | $278.6M | 107% |
| 2022 | $1.20 | $280.1M | 36% |
| 2021 | $0.90 | $222.8M | 13% |
| 2020 | $0.60 | $160.9M | 21% |
Latest SEC filings
What Jefferies Financial Group Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Form 13F-HR filing 13F-HR
- October 20, 2026
- October 19, 2026
- October 9, 2026Quarterly report10-Q · period to August 31, 2026Jefferies reported higher quarterly net revenues and earnings driven by record advisory and equities performance.Revenue rose 11% to $3.2B versus the same quarter last year; net income rose 29% to $288.3M.
- September 28, 2026Quarterly results8-KJefferies Financial Group reported third quarter 2026 total net revenues of $2,221,934 thousand and net earnings attributable to common shareholders of $260,578 thousand.
- August 17, 2026Form 13F-HR filing 13F-HR
- July 30, 2026Form 40-6B filing 40-6B
- July 15, 2026Other event 8-K
- July 9, 2026Quarterly report 10-Q · period to May 31, 2026Revenue rose 25% to $3.1B versus the same quarter last year; net income rose 184% to $250M.
- July 8, 2026Other event 8-K
Insider trades
What the people running Jefferies Financial Group Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 13 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 28, 2026 | Handler Richard BCEO, Director | Gave as a giftindirect | 331,685 | - |
| October 28, 2026 | Handler Richard BCEO, Director | Gave as a giftindirect | 85,584 | - |
| October 28, 2026 | Handler Richard BCEO, Director | Gave as a giftindirect | 417,269 | - |
| October 7, 2026 | Friedman Brian PPresident, Director | Gave as a giftindirect | 100 | - |
| October 1, 2026 | Handler Richard BCEO, Director | Gave as a gift | 842 | - |
| August 28, 2026 | Beyer Robert DDirector | Received as pay | 501 | $26.6K |
| August 28, 2026 | O Kane Michael TDirector | Received as pay | 538 | $28.6K |
| August 28, 2026 | Ellis-Kirk MatriceDirector | Received as pay | 165 | $8.8K |
Who owns JEF
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 596 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 17,060,035 | -586,728 |
| Aqr Capital Management LLC | 8,426,996 | +3,144,305 |
| Vanguard Portfolio Management LLC | 7,148,251 | -676,285 |
| Vanguard Capital Management LLC | 6,921,540 | -17,513 |
| Sumitomo Mitsui Financial Group, Inc. | 6,429,337 | -2,817,744 |
| State Street Corp | 5,047,170 | +106,662 |
| Massachusetts Mutual Life Insurance Co | 4,654,362 | 0 |
| Two Sigma Investments, LP | 3,205,077 | +380,024 |
| Geode Capital Management, LLC | 3,105,844 | -31,064 |
| Morgan Stanley | 2,900,098 | +83,721 |
| Dimensional Fund Advisors LP | 2,866,541 | +200,444 |
| D. E. Shaw & Co., Inc. | 2,788,432 | +171,137 |
| Alliancebernstein L.P. | 3,347,848 | -443,679 |
| First Pacific Advisors, LP | 2,704,265 | +117,764 |
| Norges Bank | 2,646,300 | new |
| Barrow Hanley Mewhinney & Strauss LLC | 2,545,859 | -2,405,168 |
| Bamco Inc | 2,141,744 | +611,516 |
| Check Capital Management Inc | 2,057,730 | +1,377,559 |
| Assenagon Asset Management S.A. | 2,055,542 | +961,378 |
| Jpmorgan Chase & Co | 1,885,169 | -20,666 |
Insiders
13 insiders reported holding 66,764,704 shares in total, about $3.3B at the last price.
| Holder | Shares |
|---|---|
| Sumitomo Mitsui Financial Group, Inc.Director | 49,145,46049,145,460 held indirectly |
| Handler Richard BCEO, Director | 13,502,711648,537 held indirectly |
| Friedman Brian PPresident, Director | 3,253,7411,216,478 held indirectly |
| Sharp Michael J.EVP and General Counsel | 168,409 |
| O Kane Michael TDirector | 133,030 |
| Beyer Robert DDirector | 113,257 |
| Larson Matthew ScottEVP, CFO | 99,756 |
| Adamany LindaDirector | 84,759 |
| Jones Thomas WDirector | 76,701 |
| Katz Jacob MDirector | 57,293 |
Questions about JEF
What does Jefferies Financial Group Inc. do?
Jefferies Financial Group Inc. is a company in the Finance sector, listed on NYSE as JEF. Its shares trade on NYSE under the ticker JEF.
What is Jefferies Financial Group Inc.'s net worth?
Jefferies Financial Group Inc. has a market value (market cap) of $9.6B at the latest share price, and shareholders' equity of $10.7B on its balance sheet at August 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Jefferies Financial Group Inc. profitable?
Yes. Over the twelve months to August 31, 2026 it reported net income of $888.6M on revenue of $12.2B, a net margin of 7.3%.
How much revenue does Jefferies Financial Group Inc. make?
Over the twelve months to August 31, 2026 Jefferies Financial Group Inc. reported revenue of $12.2B. That is 13.5% more than a year earlier.
When did Jefferies Financial Group Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 9, 2026. It covers the period to August 31, 2026. Its newest filing of any kind is the form 13F-HR filing from November 5, 2026.
When is Jefferies Financial Group Inc.'s next earnings report?
Jefferies Financial Group Inc.'s next report is expected around December 28, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
Does Jefferies Financial Group Inc. pay a dividend?
Yes. Jefferies Financial Group Inc. declared dividends of $1.60 per share in fiscal 2025, a yield of 3.24% at the current price.
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Where the numbers come from
Financial figures are the values Jefferies Financial Group Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.