Stock Fundamentals

Company Information

Company Name
Jefferies Financial Group Inc
Sector
Financial Services
Industry
Capital Markets
Exchange
NYSE
ISIN: US47233W1099
CIK: 0000096223
CUSIP: 47233W109
Currency: USD
Full Time Employees: 7,787
Phone: 212 284 2300
Fiscal Year End: November
IPO Date: Nov 05, 1987
Description:

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 related to corporate debt, municipal debt, mortgage-backed and asset-backed securities, equity and equity-linked securities, and loan syndication services; and corporate lending services. 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. and European government and agency securities, municipal bonds, leveraged loans, emerging markets debt, interest rates, and credit index derivative products; and manages and offers services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. It serves public companies, private companies, sponsors and owners, institutional investors, and government entities. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.

Address:

520 Madison Avenue, New York, NY, United States, 10022

Directors & Officers

Name Title Year Born
Mr. Joseph Saul Steinberg Co-Founder & Chairman 1945
Mr. Richard Brian Handler CEO & Director 1961
Mr. Brian Paul Friedman CPA, J.D. President & Director 1956
Mr. Matthew Scott Larson Executive VP, CFO & Principal Financial Officer 1973
Mr. Michael James Sharp J.D. Executive VP & General Counsel 1956
Mr. Mark L. Cagno VP, Controller & Chief Accounting Officer 1971
Mr. Jun Wu Head of Health-Care Coverage - Asia NA
Mr. Peter Colwell Global Head of Industrial, Energy & Infrastructure Banking NA
Mr. Oliver Diehl MD & Continental European Head of Equity Capital Markets NA
Mr. Haim Jimmy Hallac Managing Director 1971

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 15.55M Sep 30, 2025 7.53% $0.02 0.97%
Vanguard Group Inc 14.73M Dec 31, 2025 7.13% $0.01 -0.95%
JPMorgan Chase & Co 9.97M Sep 30, 2025 4.83% $0.02 121.69%
Sumitomo Mitsui Financial Group Inc 9.25M Sep 30, 2025 4.48% $10.61 0.00%
Allspring Global Investments Holdings, LLC 7.35M Sep 30, 2025 3.56% $0.75 5.20%
AllianceBernstein L.P. 5.78M Sep 30, 2025 2.80% $0.12 -13.73%
State Street Corp 4.83M Sep 30, 2025 2.34% $0.01 -0.20%
Massachusetts Mutual Life Insurance Co 4.65M Dec 31, 2025 2.25% $11.89 -0.02%
Alyeska Investment Group, L.P. 3.97M Dec 31, 2025 1.92% $0.70 422.01%
Eminence Capital LLC 3.36M Sep 30, 2025 1.63% $2.66 129.72%
Geode Capital Management, LLC 2.92M Sep 30, 2025 1.41% $0.01 1.84%
Morgan Stanley - Brokerage Accounts 2.78M Sep 30, 2025 1.35% $0.01 -3.41%
Dimensional Fund Advisors, Inc. 2.61M Dec 31, 2025 1.26% $0.03 1.13%
First Pacific Advisors, LP 2.58M Dec 31, 2025 1.25% $2.11 0.00%
NORGES BANK 2.35M Dec 31, 2025 1.14% $0.02 19.68%
Fisher Asset Management, LLC 2.12M Sep 30, 2025 1.02% $0.05 1.57%
Barrow Hanley Mewhinney & Strauss LLC 1.99M Sep 30, 2025 0.97% $0.42 0.09%
The Goldman Sachs Group Inc 1.83M Sep 30, 2025 0.88% $0.01 19.46%
Bank of America Corp 1.78M Sep 30, 2025 0.86% $0.01 5.23%
Bank of New York Mellon Corp 1.57M Sep 30, 2025 0.76% $0.02 -1.12%

Shares Statistics

Shares Outstanding: 206.69M
Shares Float: 164.15M
% Insiders: 2,595.30%
% Institutions: 6,866.50%
Short % Float: 2.83%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 BlackRock Inc 15.55M 7.53% ▲ 0.97% Sep 30, 2025
2 Vanguard Group Inc 14.73M 7.13% ▼ 0.95% Dec 31, 2025
3 JPMorgan Chase & Co 9.97M 4.83% ▲ 121.69% Sep 30, 2025
4 Sumitomo Mitsui Financial Group Inc 9.25M 4.48% ▲ 0.00% Sep 30, 2025
5 Allspring Global Investments Holdings, LLC 7.35M 3.56% ▲ 5.20% Sep 30, 2025
6 AllianceBernstein L.P. 5.78M 2.80% ▼ 13.73% Sep 30, 2025
7 State Street Corp 4.83M 2.34% ▼ 0.20% Sep 30, 2025
8 Massachusetts Mutual Life Insurance Co 4.65M 2.25% ▼ 0.02% Dec 31, 2025
9 Alyeska Investment Group, L.P. 3.97M 1.92% ▲ 422.01% Dec 31, 2025
10 Eminence Capital LLC 3.36M 1.63% ▲ 129.72% Sep 30, 2025

Valuation Metrics

Enterprise Value: $18.89B
Trailing P/E: 15.58
Forward P/E: 10.74

Financial Highlights

Market Cap: $9.18B
EBITDA: $2.48B
P/E Ratio: $15.58
PEG Ratio: $1.29
Book Value: $51.26
Dividend/Share: $1.60
Dividend Yield: 3.27%
Earnings/Share: $2.85
Profit Margin: 9.68%
Operating Margin: 12.24%
ROA (TTM): 0.98%
ROE (TTM): 6.58%
Revenue (TTM): $7.34B
Revenue/Share (TTM): $34.14
Earnings Growth (YOY): -9.30%
Revenue Growth (YOY): 5.70%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-11-30 2.43x 2.19x 0.86x 0.20x 21.79x
2024-11-30 3.38x 1.94x 0.84x 1.35x 4.21x
2023-11-30 2.81x 1.60x 0.83x 1.21x 4.85x
2022-11-30 3.04x 1.03x 0.80x 2.23x 4.42x
2021-11-30 0.96x 1.67x 0.82x 3.78x 5.32x
2020-11-30 0.92x 1.83x 0.82x 2.21x 8.03x
2020-02-29 1.28x 1.17x 0.82x N/A N/A
2019-11-30 1.22x 2.02x 0.80x 1.19x 9.34x
2018-11-30 0.19x 0.40x 0.01x 12.17x 39.31x
2017-11-30 1.22x 1.68x 0.78x 1.70x 10.06x
2016-11-30 1.15x 1.43x 0.76x 0.79x 16.03x
2015-11-30 1.19x 3.01x 0.77x 1.31x 23.00x
2014-11-30 1.16x 1.86x 0.80x 1.29x 13.57x
2013-11-30 1.23x 1.88x 0.78x 1.74x 14.75x
2012-11-30 5.89x 0.19x 0.25x 0.49x 0.81x
2011-11-30 1.50x 0.38x 0.31x 0.30x 12.10x
2010-11-30 1.32x 0.24x 0.26x -2.98x -6.35x
2009-11-30 0.88x 0.41x 0.35x -0.87x -68.09x
2008-11-30 1.54x 0.78x 0.48x -1.52x -13.86x
2007-11-30 3.74x 0.38x 0.31x -0.65x -11.86x
2006-11-30 4.18x 0.30x 0.26x -0.24x -6.64x
2005-11-30 4.70x 0.32x 0.30x -0.16x 36.53x
2004-11-30 0.75x 1.08x 0.32x -0.81x 27.89x
2003-11-30 8.93x 0.55x 0.51x 2.57x 13.63x
2002-11-30 N/A 0.15x 0.35x 1.56x 4.91x
2001-11-30 N/A 0.27x 0.47x 0.82x 8.92x
2000-11-30 N/A 0.26x 0.58x 4.03x 1.25x
1999-11-30 N/A 0.00x 0.60x 8.50x 0.00x
1998-11-30 N/A 0.00x 0.50x 1.64x 0.00x
1997-11-30 2.14x 0.19x 0.55x 0.03x 0.50x
1996-11-30 3.48x 0.47x 0.78x 2.18x 3.96x
1995-11-30 0.00x 0.47x 0.78x 3.50x 2.82x
1994-11-30 0.00x 0.48x 0.81x 3.22x 2.93x
1993-11-30 0.00x 0.44x 0.80x 2.40x 1.16x
1992-11-30 0.00x 0.36x 0.85x 4.74x 1.24x
1991-11-30 N/A 0.00x 0.90x 2.84x 0.00x
1990-11-30 N/A 0.00x 0.87x 1.94x 0.00x
1989-11-30 N/A 0.00x 0.85x 6.25x 0.00x
1988-11-30 N/A 0.00x 0.91x 1.52x 0.00x
1987-11-30 N/A 0.00x 0.86x 0.55x 0.00x
1986-11-30 N/A 0.00x 0.80x 1.38x 0.00x
1985-11-30 N/A 0.00x 0.84x 2.00x 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Nov 06, 2024 Brian P Friedman N/A Sale 393.40K $72.17 $28.39M
Nov 06, 2024 Richard B Handler N/A Sale 400.00K $72.26 $28.90M
Oct 31, 2024 Robert D Beyer N/A Sale 46.20K $64.07 $2.96M
Oct 30, 2024 Brian P Friedman N/A Sale 247.33K $65.20 $16.13M
Oct 10, 2024 Brian P Friedman N/A Sale 200.00K $63.09 $12.62M
Sep 19, 2024 Mitsui Financial Grou Sumitomo N/A Purchase 9.25M $59.67 $551.77M
May 13, 2024 Brian P Friedman N/A Sale 55.00K $46.30 $2.55M
Apr 24, 2024 Richard B Handler N/A Sale 1.50M $43.50 $65.25M
Aug 04, 2023 Joseph S Steinberg N/A Sale 134.22K $35.79 $4.80M
Aug 02, 2023 Joseph S Steinberg N/A Sale 225.31K $35.87 $8.08M
Jul 31, 2023 Joseph S Steinberg N/A Sale 218.79K $36.85 $8.06M

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