Jefferies Financial Group Inc.

NYSE:JEF Stock Report

Market Cap: US$15.7b

Jefferies Financial Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:JEF Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
14 Nov 24BuyUS$7,450Joseph SteinbergIndividual100US$74.50
06 Nov 24SellUS$28,902,360Richard HandlerIndividual400,000US$72.26
06 Nov 24SellUS$28,393,256Brian FriedmanIndividual393,397US$72.35
31 Oct 24SellUS$2,960,200Robert BeyerIndividual46,200US$64.07
30 Oct 24SellUS$16,125,309Brian FriedmanIndividual247,326US$65.20
10 Oct 24SellUS$12,618,060Brian FriedmanIndividual200,000US$63.09
19 Sep 24BuyUS$551,773,323Sumitomo Mitsui Financial Group Inc., Asset Management ArmCompany9,247,081US$59.67
14 May 24SellUS$12,974,358Brian FriedmanIndividual280,396US$46.30
24 Apr 24SellUS$65,250,900Richard HandlerIndividual1,500,000US$43.50

Insider Trading Volume

Insider Buying: JEF insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of JEF?
Owner TypeNumber of SharesOwnership Percentage
State or Government147,0670.0716%
Public Companies433,5580.211%
General Public12,375,7556.02%
Individual Insiders42,289,97620.6%
Institutions150,252,24973.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 65.54% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.1%
Joseph Steinberg
20,781,944US$1.6b0%no data
7.93%
Richard Handler
16,291,123US$1.2b-2.83%no data
7.46%
The Vanguard Group, Inc.
15,332,346US$1.2b-2.3%0.02%
7.44%
BlackRock, Inc.
15,290,412US$1.2b-4.65%0.02%
4.5%
Sumitomo Mitsui Financial Group Inc., Asset Management Arm
9,247,081US$704.8m0%2.07%
3.17%
Allspring Global Investments, LLC
6,510,681US$496.2m-7.65%0.7%
2.42%
State Street Global Advisors, Inc.
4,975,291US$379.2m-2.91%0.01%
2.26%
Massachusetts Mutual Life Insurance Co., Insurance Investments
4,654,362US$354.8m0%91.41%
2.26%
Brian Friedman
4,653,436US$354.7m-16.9%no data
1.9%
First Pacific Advisors, LP
3,914,280US$298.3m-27.6%3.18%
1.81%
Dimensional Fund Advisors LP
3,725,077US$283.9m-12%0.04%
1.55%
FMR LLC
3,184,771US$242.7m1,070%0.01%
1.36%
Invesco Ltd.
2,796,473US$213.1m75.6%0.06%
1.35%
Geode Capital Management, LLC
2,781,009US$212.0m-2.57%0.01%
1.18%
Perpetual Limited
2,430,825US$185.3m-28.4%0.52%
1.12%
AllianceBernstein L.P.
2,311,513US$176.2m-6.44%0.05%
1.12%
Norges Bank Investment Management
2,300,636US$175.4m0%0.01%
1%
Arrowstreet Capital, Limited Partnership
2,055,915US$156.7m23.8%0.12%
0.95%
Barclays PLC Private Banking & Investment Banking Investment
1,943,819US$148.2m28.9%0.09%
0.92%
BNY Asset Management
1,893,713US$144.3m-10.7%0.03%
0.79%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
1,630,302US$124.3m0.47%0.03%
0.78%
Citigroup Inc.,Banking and Securities Investments
1,607,256US$122.5m-24.3%0.09%
0.78%
Principal Global Investors, LLC
1,598,923US$121.9m-4.3%0.06%
0.68%
Beck, Mack & Oliver LLC
1,395,113US$106.3m-5.59%1.94%
0.67%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
1,384,264US$105.5m-7.2%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 09:48
End of Day Share Price 2024/12/20 00:00
Earnings2024/08/31
Annual Earnings2023/11/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Jefferies Financial Group Inc. is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Caydee BlankenshipCFRA Equity Research
James YaroGoldman Sachs
Manan GosaliaMorgan Stanley