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The company

Jefferies Financial Group Inc.

JEF · NYSE

FinancialsCapital Markets & Asset ManagementNot moving yet

JEF stood above a rising 150-day average in 12 of the last 52 weekly readings, and has been out of that trend for the last 17 weeks. It is 11.5% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 17
Industry in uptrend
27% -9 in 4 wk
Insider buys, 12 months
$2.6B
Insider sales, 12 months
$104
Officials’ trades on record
7
Institutions holding
554 (+29)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 12 of 52 weeks.

17 Apr – 16 Oct
27%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$1.3BNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

7 disclosed lines: House 7, Senate 0, executive 0; 3 people.

WhoDidAmountTraded
Zoe Lofgren House: U.S. House ClerkCA18soldspouse$1k–$15k26 May 2023filed 6 Jun 2023
Cynthia Axne House: U.S. House ClerkIA03soldspouse$1k–$15k23 Dec 2022filed 2 Jan 2023
Cynthia Axne House: U.S. House ClerkIA03soldspouse$1k–$15k23 Dec 2022filed 2 Jan 2023
Cynthia Axne House: U.S. House ClerkIA03sold$1k–$15k23 Dec 2022filed 2 Jan 2023
Cynthia Axne House: U.S. House ClerkIA03bought$1k–$15k13 Jan 2022filed 8 Feb 2022
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39sold$1k–$15k18 Mar 2020filed 16 Apr 2020
Cynthia Axne House: U.S. House ClerkIA03boughtspouse$1k–$15k4 Feb 2019filed 8 Oct 2021

Insiders

Buy orders, 12 months4
Sale orders, 12 months1
Buyers · sellers1 · 1
WhoDidSharesTraded
Sumitomo Mitsui Financial Group, Inc.Directorbought5,906,542at $53.9615 Jul 2026filed 17 Jul 2026
Sumitomo Mitsui Financial Group, Inc.Directorbought5,906,542at $54.8615 Jul 2026filed 21 Aug 2026
Brian P. FriedmanPresidentsold0.74at $51.916 May 2026filed 8 May 2026
Brian P. FriedmanPresidentsold0.26at $51.886 May 2026filed 8 May 2026
Sumitomo Mitsui Financial Group, Inc.Directorbought6,429,337at $48.221 May 2026filed 4 May 2026
Sumitomo Mitsui Financial Group, Inc.Directorbought6,429,337at $54.831 May 2026filed 29 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders554+29 on the quarter
New · exited92 · 64
Reported value$6.8B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.reduced · filed 7 Aug 202616,705,627$834.9M-850,088−4.8%
AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 20268,426,996$421.2M+3,144,305+59.5%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20267,109,182$355.3M-715,354−9.1%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20266,692,873$334.5M-22,024−0.3%
SUMITOMO MITSUI FINANCIAL GROUP, INC.reduced · filed 13 Aug 20266,429,337$321.3M-2,817,744−30.5%
STATE STREET CORPadded · filed 7 Aug 20264,964,406$248.1M+71,662+1.5%
MASSACHUSETTS MUTUAL LIFE INSURANCE COunchanged · filed 7 Aug 20264,654,362$232.6M00.0%
ALLIANCEBERNSTEIN L.P.reduced · filed 14 Aug 20263,347,848$138.2M-443,679−11.7%
TWO SIGMA INVESTMENTS, LPadded · filed 14 Aug 20263,205,077$160.2M+380,024+13.5%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 20262,977,314$148.8M-69,658−2.3%
31 Mar 2023 – 30 Jun 2026
372463553Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Brian P. Friedman Company insiderPresident · last 7 Oct 20261 · 8
Richard B. Handler Company insiderCEO · last 1 Oct 20260 · 2
Kane Michael T. O Company insiderDirector · last 28 Aug 20260 · 1
Matrice Ellis-Kirk Company insiderDirector · last 28 Aug 20260 · 0
Matthew Scott Larson Company insiderEVP, CFO · last 28 Aug 20260 · 0
Melissa Weiler Company insiderDirector · last 28 Aug 20262 · 0
Michael J. Sharp Company insiderEVP and General Counsel · last 28 Aug 20260 · 0
Robert D. Beyer Company insiderDirector · last 28 Aug 20262 · 1
SUMITOMO MITSUI FINANCIAL GROUP, INC. Company insiderDirector · last 15 Jul 20265 · 0
Jacob M. Katz Company insiderDirector · last 26 Mar 20260 · 0
Linda Adamany Company insiderDirector · last 26 Mar 20260 · 0
MaryAnne Gilmartin Company insiderDirector · last 26 Mar 20260 · 0

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 30 Nov 202598.2%
Free cash flow marginFY 2025 · to 30 Nov 2025-15.7%
Debt to equityFY 2025 · to 30 Nov 20251.67×
Dividend growthFY 2025 · to 30 Nov 2025300%
Share count trendFY 2025 · to 15 Jan 2026-7.2%
Cash and equivalentsFY 2025 · to 30 Nov 2025$14.0B
Free cash flowFY 2025 · to 30 Nov 2025−$1.7B

Analyst forecasts

No analyst forecasts yet.