Jefferies Financial Group is an investment bank and capital markets firm. It provides advisory services (M&A, restructuring) and capital-raising (equity and debt underwriting) primarily to mid-sized North American companies. It also runs institutional sales, trading, and research across equities and fixed income. Revenue comes from advisory fees, underwriting fees, and trading activity.
Employees7,065IPOOct 7, 1968SIC6211HQ520 Madison Avenue, New York, NY, USA, 10022
to
Financials
Profitability
Metric
Current
Margins
Gross Margin
91.0%
Operating Margin
41.4%
EBITDA Margin
43.2%
Net Margin
8.2%
OCF Margin
54.9%
FCF Margin
53.0%
Returns on Capital
ROE
8.9%
ROA
1.2%
ROIC
6.3%
ROCE
15.0%
ROC (Greenblatt)
390.0%
3Y ROIIC
8.4%
Consistency
Years Profitable / 10Y
10
Valuation
Metric
Current
Earnings Multiples
P/E (TTM)
11.88
Forward P/E
9.79
P/E ex-NRI
11.88
Shiller P/E (CAPE)
14.00
Cash Flow Multiples
P/FCF
1.72
P/OCF
1.66
P/Owner Earnings
1.86
FCF Yield
59.02%
Enterprise Value Multiples
EV / EBIT
6.71
EV / Forward EBIT
18.26
EV / EBITDA
6.43
EV / Forward EBITDA
15.56
EV / Revenue
2.78
EV / Forward Revenue
2.56
Asset / Sales
P/S
0.91
P/B
0.96
P/Tangible Book
1.16
Growth-Adjusted
PEG
0.57
Capital Returns
Metric
Current
Dividends
Dividend Yield (TTM)
3.72%
Forward Dividend Yield
3.72%
3Y Dividend Growth
10.1%
Payout Ratio
0.42
5Y Yield on Cost
8.74%
Buybacks & Dilution
3Y Buyback Ratio
3.00%
5Y Share Change
−23.1%
Combined
Shareholder Yield
−20.56%
Balance Sheet
Metric
Current
Leverage
Debt / Equity
3.71
Gross Debt / EBITDA
8.03
Cash / Debt
0.45
Equity / Assets
0.13
Coverage
Interest Coverage
1.31
Short-Term Liquidity
Current Ratio
1.52
Quick Ratio
1.52
Cash Ratio
0.38
Composite Scores
Piotroski F-Score
6
Altman Z-Score
0.94
Split History
Date
Split
2006-06-15
2:1
2005-01-03
1.5:1
1995-11-16
2:1
1993-01-11
2:1
1987-01-07
2:1
1985-02-15
1.5:1
1983-04-07
2:1
Ex-date
Amount
Pay date
2026-11-16
$0.4
2026-11-25
2026-08-18
$0.4
2026-08-28
2026-05-18
$0.4
2026-05-29
2026-02-17
$0.4
2026-02-27
2025-11-17
$0.4
2025-11-26
2025-08-18
$0.4
2025-08-29
2025-05-19
$0.4
2025-05-29
2025-02-14
$0.4
2025-02-27
2024-11-18
$0.35
2024-11-27
2024-08-19
$0.35
2024-08-30
10 of 75
View allDate
Transcript
Type
2023-11-21
Indivior PLC Fireside Chat Hosted by Jefferies Transcript
Conference Presentations
2023-10-16
Jefferies Financial Group Inc Investor Day Transcript
Analyst/Investor Call
2022-10-12
Jefferies Financial Group Inc Investor Day Transcript
Analyst/Investor Call
2021-10-12
Jefferies Financial Group Inc Investor Day Transcript
Analyst/Investor Call
2021-03-25
Jefferies Financial Group Inc Annual Shareholders Meeting Transcript
Shareholders and Annual Meetings
2020-11-18
Goldman Sachs Group Inc, Barclays PLC, and Jefferies Financial Group Inc at S&P Global North America Financial Institutions Conference (Virtual) - Panel Transcript
Conference Presentations
2020-10-15
Jefferies Financial Group Inc Investor Meeting (Virtual) Transcript
Analyst/Investor Call
2020-04-17
Jefferies Financial Group Inc Annual Shareholders Meeting Transcript
Shareholders and Annual Meetings
2019-10-16
Jefferies Financial Group Inc Annual Investor Meeting Transcript
Analyst/Investor Call
9 of 9
5-Step DuPont Analysis
ROE %
8.86%
×
×
Net Margin %
8.17%
×
×
Operating Margin %
41.38%
Operating Income
$4.75B
÷
Revenue
$11.47B
×
Tax Burden
0.8277
Net Income
$937M
÷
Pretax Income
$1.13B
×
Interest Burden
0.2386
Pretax Income
$1.13B
÷
Operating Income
$4.75B
×
Asset Turnover
0.15
÷
Revenue
$11.47B
÷
Average Total Assets
$75.31B
Begin Total Assets
$69.32B
End Total Assets
$81.30B
×
Equity Multiplier
7.12
÷
Avg Total Assets
$75.31B
÷
Avg Stockholders Equity
$10.58B
Begin Equity
$10.44B
End Equity
$10.71B
Top institutional holders
Q2 2026| Holder | Shares | % Owned | Chg. shares | |
|---|---|---|---|---|
| BlackRock, Inc. | 16.7M | 8.09% | -850.1K | $834.95M |
| AQR CAPITAL MANAGEMENT LLC | 8.4M | 4.08% | +3.1M | $421.18M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | 3.44% | -715.4K | $355.32M |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | 3.24% | -22.0K | $334.51M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6.4M | 3.11% | -2.8M | $321.34M |
| STATE STREET CORP | 5.0M | 2.40% | +71.7K | $248.12M |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4.7M | 2.25% | 0 | $232.63M |
| ALLIANCEBERNSTEIN L.P. | 3.3M | 1.62% | -443.7K | $138.17M |
| TWO SIGMA INVESTMENTS, LP | 3.2M | 1.55% | +380.0K | $160.19M |
| GEODE CAPITAL MANAGEMENT, LLC | 3.0M | 1.44% | -69.7K | $148.85M |
10 of 594
View allTop insider holdings
as reported| Insider | Shares held | % Owned | |
|---|---|---|---|
| Sharp Michael J.Officer | 168.4K | 0.0815% | $7.54M |
| O Kane Michael TDirector | 133.0K | 0.0644% | $5.96M |
| BEYER ROBERT DDirector | 113.3K | 0.0548% | $5.07M |
| Larson Matthew ScottOfficer | 99.8K | 0.0483% | $4.47M |
| Adamany LindaDirector | 84.8K | 0.0410% | $3.80M |
| JONES THOMAS WDirector | 76.7K | 0.0371% | $3.44M |
| Katz Jacob MDirector | 57.3K | 0.0277% | $2.57M |
| STEINBERG JOSEPH SOfficer | — | — | — |
| HANDLER RICHARD BOfficer | — | — | — |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.Director | — | — | — |
10 of 14· 4 withheld
View allRecent insider activity
through Oct 7, 2026| Insider | Action | Shares | Date | |
|---|---|---|---|---|
| FRIEDMAN BRIAN POfficer | Gift | -100 | $0 | Oct 7, 2026 |
| HANDLER RICHARD BOfficer | Gift | -842 | $0 | Oct 1, 2026 |
| HANDLER RICHARD BOfficer | Grant/Award (Rule 16b-3(d)) | +75.5K | $4.01M | Aug 28, 2026 |
| FRIEDMAN BRIAN POfficer | Grant/Award (Rule 16b-3(d)) | +29.0K | $1.54M | Aug 28, 2026 |
| Larson Matthew ScottOfficer | Grant/Award (Rule 16b-3(d)) | +746 | $39.6K | Aug 28, 2026 |
| Sharp Michael J.Officer | Grant/Award (Rule 16b-3(d)) | +746 | $39.6K | Aug 28, 2026 |
| Weiler MelissaDirector | Grant/Award (Rule 16b-3(d)) | +165 | $8,760 | Aug 28, 2026 |
| Ellis-Kirk MatriceDirector | Grant/Award (Rule 16b-3(d)) | +165 | $8,760 | Aug 28, 2026 |
| O Kane Michael TDirector | Grant/Award (Rule 16b-3(d)) | +538 | $28.6K | Aug 28, 2026 |
| BEYER ROBERT DDirector | Grant/Award (Rule 16b-3(d)) | +501 | $26.6K | Aug 28, 2026 |
10 of 1,020
View all