JEF
Jefferies Financial Group Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B May 1 1 insider buy $662.5M at $51.52
- S May 6 1 insider sell $51.90 at $51.90
- A Jun 18 UBS downgrades
- B Jul 15 1 insider buy $324.0M at $54.86
- X Aug 31 Short interest jumps 31.1% to 6.98M
- E Sep 28 Earnings: JEF Q3 2026 Earnings: EPS $1.08 (+6.5% vs est)
Signal stack
Where each data set points today.
- InsidersBULLISH
1 insider bought $986.6M at an average $52.57. 1 insider sold $51.90. Price is 13% below their cost.
- InstitutionsMIXED
Q2 2026: 39 added (0 new), 47 trimmed or exited.
- AnalystsBULLISH
5 of 9 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest +5.5% to 7.34M shares. 2.4 days to cover, ≈3.8% of shares.
- TrendDOWNTREND
6% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | TRIM | $127.2M |
| BAMCO INC /NY/ | ADD | $107.0M |
| UBS Group AG | ADD | $78.1M |
| Nuveen, LLC | ADD | $64.9M |
| BANK OF AMERICA CORP /DE/ | ADD | $50.6M |
| FIRST TRUST ADVISORS LP | DOUBLED | $46.4M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | $41.0M |
| CAPITAL FUND MANAGEMENT S.A. | ADD | $34.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
9 analystsPrice is below the lowest target. Median implies +11%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 29, 2026 | Oppenheimer MAINTAIN | Outperform |
| Sep 29, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| Sep 29, 2026 | Goldman Sachs MAINTAIN | Buy |
| Sep 29, 2026 | BMO Capital MAINTAIN | Market Perform |
| Sep 11, 2026 | UBS MAINTAIN | Neutral |
| Sep 11, 2026 | BMO Capital MAINTAIN | Market Perform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 7, 2026 | FRIEDMAN BRIAN P President | GIFT | 100 sh |
| Oct 1, 2026 | HANDLER RICHARD B CEO | GIFT | 842 sh |
| Aug 28, 2026 | Larson Matthew Scott EVP, CFO | AWARD | $39.6K |
| Aug 28, 2026 | BEYER ROBERT D Director | AWARD | $26.6K |
| Aug 28, 2026 | O Kane Michael T Director | AWARD | $28.6K |
| Aug 28, 2026 | Ellis-Kirk Matrice Director | AWARD | $8.8K |
| Aug 28, 2026 | Weiler Melissa Director | AWARD | $8.8K |
| Aug 28, 2026 | Sharp Michael J. EVP and General Counsel | AWARD | $39.6K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $0.78 | $0.78–$0.78 | -23.9% | $2.2B |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
77 filings · 3 bullish · 0 bearish · 3 mixed · 71 neutral- NEUTRAL 8-KOct 20, 2026
Jefferies held its 2026 Annual Investor Meeting, reporting strong trailing-12-month financial…
Monitor the Hildene/SILAC regulatory close expected in Q1 2027 for asset management earnings improvement. Track SMBC Nikko Jefferies JV launch in January 2027 for incremental equity revenue. The…
- NEUTRAL 8-KOct 19, 2026
Jefferies Financial Group held its 2026 Investor Meeting on October 19, 2026, posting a…
The presentation confirms strong momentum with record revenues and market share gains, but contains no new financial guidance or material transactions beyond previously announced Hildene/SILAC…
- NEUTRAL 424B5Oct 9, 2026
Jefferies Financial Group Inc. filed a preliminary pricing supplement for an offering of Senior…
The aggregate principal amount is not yet set; monitor the final pricing supplement for the actual offering size. The preliminary Q3 results show strong investment banking revenue, but the note…
- NEUTRAL 424B5Oct 9, 2026
Jefferies Financial Group Inc. issued $877,000 aggregate principal amount of Senior Autocallable…
This is a small structured note takedown from the existing shelf — immaterial to Jefferies' overall capital position. The preliminary Q3 results embedded in the filing are the more notable item…
All JEF filing & press-release reports (77)
- 8-K reportOct 20, 2026
- 8-K reportOct 19, 2026
- 424B5 reportOct 9, 2026
- 424B5 reportOct 9, 2026
- 424B5 reportOct 9, 2026
- 424B5 reportOct 9, 2026
- 424B5 reportOct 9, 2026
- 424B5 reportOct 8, 2026
- 424B5 reportOct 7, 2026
- 424B5 reportOct 7, 2026
- 424B5 reportOct 5, 2026
- 424B5 reportOct 5, 2026
- 424B5 reportOct 5, 2026
- 424B5 reportOct 5, 2026
- 424B5 reportOct 2, 2026
- 424B5 reportOct 2, 2026
- 424B5 reportOct 2, 2026
- 424B5 reportOct 2, 2026
- 424B5 reportOct 1, 2026
- 424B5 reportOct 1, 2026
- 424B5 reportOct 1, 2026
- 424B5 reportSep 30, 2026
- 424B5 reportSep 30, 2026
- 424B5 reportSep 30, 2026
- 424B5 reportSep 30, 2026
- 424B5 reportSep 30, 2026
- 424B5 reportSep 30, 2026
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- 424B5 reportSep 30, 2026
- 424B5 reportSep 30, 2026
- 424B5 reportSep 30, 2026
- 424B5 reportSep 30, 2026
- 13F-HR reportAug 17, 2026
- COURT-RULING reportJul 27, 2026
- 424B5 reportJul 21, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJul 2, 2026
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- 424B5 reportJul 1, 2026
- 424B5 reportJul 1, 2026
- 424B5 reportJul 1, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJun 30, 2026
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- 424B5 reportJun 30, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJun 30, 2026
- 424B5 reportJun 29, 2026
- INSIDER-BUY reportJun 29, 2026
- 8-K reportJun 24, 2026
- 424B5 reportMay 11, 2026
- S-3ASR reportMay 11, 2026
- CLUSTER reportMay 1, 2026
- 424B5 reportApr 30, 2026
- 8-K reportApr 28, 2026
- 424B5 reportApr 21, 2026
- 424B5 reportApr 8, 2026
- 424B5 reportApr 3, 2026
- 424B5 reportApr 2, 2026
- 424B5 reportApr 2, 2026
- 424B5 reportApr 2, 2026
- 424B5 reportApr 1, 2026
- 424B5 reportApr 1, 2026
- 424B5 reportApr 1, 2026
- 424B5 reportApr 1, 2026
- 424B5 reportMar 30, 2026
- 424B5 reportMar 27, 2026