JEF Jefferies Financial (JEF) Insider Trading, Ownership & Congress Trades
Financial Services · Security brokers, dealers & flotation companies · CIK 0000096223
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
287
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · no price filed
What the filings say about JEF
Insiders, 180 days
+$676.6M net bought
1 buyer · 1 seller · 0% of sales under a 10b5-1 plan
Jefferies Financial insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Jefferies Financial Group Inc. insiders bought a net $676.6M of stock across 33 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on May 1, 2026.
- +17.0% median (+17.0% mean) 90-day return after 2 previous buys.
- The trade is 69.0% of the 8,566,379 shares held after it.
- No other insider bought within 30 days.
- 287 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director SUMITOMO MITSUI FINANCIAL GROUP, INC. bought about $324.0M of JEF on Jul 15, 2026; 287 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Nov 6, 2024.
- The trade is 0.0% of the 2,061,442 shares held after it.
- No other insider sold within 30 days.
- 287 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President FRIEDMAN BRIAN P sold about $38 of JEF on May 6, 2026, the largest insider sale at the company since 2024; 287 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Nov 6, 2024.
- The trade is 0.0% of the 2,061,442 shares held after it.
- No other insider sold within 30 days.
- 287 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President FRIEDMAN BRIAN P sold about $13 of JEF on May 6, 2026, the largest insider sale at the company since 2024; 287 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Sep 19, 2024.
- The trade is 100.0% of the 6,429,337 shares held after it.
- No other insider bought within 30 days.
- 287 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director SUMITOMO MITSUI FINANCIAL GROUP, INC. bought about $352.5M of JEF on May 1, 2026, the largest insider purchase at the company since 2024; 287 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Aug 4, 2023.
- The trade is 0.0% of the 2,339,079 shares held after it.
- No other insider bought within 30 days.
- 287 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman of the Board STEINBERG JOSEPH S bought about $7.5K of JEF on Nov 14, 2024; 287 funds added in the latest 13F quarter.33 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$676.6M over 180 days
the highest in Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
287 funds bought in last quarter
more than 86% of Financial Services
Revenue
+14.2% year over year
more than 54% of Financial Services
Margin
12.3% net margin
more than 61% of Financial Services
Buybacks
$439.9M repurchased, FY to 2026-08-31
more than 84% of Financial Services
Short interest
5.3% of the float short (float per yahoo 2026-10-26) · 2.4 days to cover · settled 2026-09-30
more than 62% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch JEF
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-16.8%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns JEF: institutional holders (13F)
13F holdings, latest reported quarter
16,705,627 sh
$834.9M
8,426,996 sh
$421.2M
7,109,182 sh
$355.3M
6,692,873 sh
$334.5M
6,429,337 sh
$321.3M
Congress trades in JEF
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
JEF planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
JEF mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
BARRETT OPPORTUNITY FUND
$1.2M position · as of 2026-06-30
5.4%
GoodHaven Fund
$12.8M position · as of 2026-05-31
5.0%
Moerus Worldwide Fund
$8.4M position · as of 2026-05-31
3.0%
Blue Chip Investor Fund
$1.2M position · as of 2026-06-30
2.5%
Baron Focused Growth Fund
$96.5M position · as of 2026-06-30
1.7%
Nuveen Mid Cap Value Opportunities Fund
$6.2M position · as of 2026-07-31
1.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Richard B. Handler
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$26.1M
$33.9M
$7.0M
+112%
+48%
2022
$56.9M
$68.1M
$13.6M
+110%
+47%
2021
$28.9M
$66.7M
$9.8M
+100%
+51%
2020
$18.9M
$22.2M
$6.9M
+18%
+8%
2019
$9.2M
-$597.5K
$4.0M
+5%
+14%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $676.6M bought by insiders over 180 days, 287 funds added last quarter. Each figure is a federal filing, dated the day it went public.
JEF financials
Revenue growth
+14.2%
XBRL, annual
Net margin
12.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$12.2B
four quarters, 2025-09-01 to 2026-08-31
Revenue, TTM JEF
| FY Nov 2025 | $10.8B |
| FY Nov 2024 | $10.5B |
| FY Feb 2024 | $7.4B |
| FY Nov 2023 | $7.4B |
| FY Nov 2022 | $7.1B |
| Aug 2026 | $3.2B |
| May 2026 | $3.1B |
| Feb 2026 | $2.9B |
| Nov 2025 | $2.9B |
| Aug 2025 | $2.9B |
| May 2025 | $2.5B |
| Feb 2025 | $2.5B |
| Nov 2024 | $2.9B |
At each fiscal year end
Single quarter
Net margin, TTM
+7.5%
net income over revenue, 2025-09-01 to 2026-08-31
Net margin, TTM JEF
| FY Nov 2025 | +6.3% |
| FY Nov 2024 | +6.8% |
| FY Feb 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | +11.0% |
| Aug 2026 | +8.9% |
| May 2026 | +8.0% |
| Feb 2026 | +5.5% |
| Nov 2025 | +7.2% |
| Aug 2025 | +8.3% |
| May 2025 | +3.7% |
| Feb 2025 | +5.5% |
| Nov 2024 | +7.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
fewer than four consecutive quarters of operating cash flow
Free cash flow, TTM JEF
| FY Nov 2025 | n/a |
| FY Nov 2024 | -$2.2B |
| FY Feb 2024 | -$1.9B |
| FY Nov 2023 | -$1.9B |
| FY Nov 2022 | $1.6B |
| Aug 2026 | $2.5B |
| May 2026 | $1.6B |
| Feb 2026 | -$1.8B |
| Nov 2025 | n/a |
| Aug 2025 | $126.0M |
| May 2025 | -$1.0B |
| Feb 2025 | -$2.7B |
| Nov 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
1.90x
long-term 2026-08-31 plus current 2026-02-28 (6 months older than the period end); equity 2026-08-31
Debt to equity JEF
| FY Nov 2025 | 1.67x |
| FY Nov 2024 | 1.38x |
| FY Feb 2024 | 1.10x |
| FY Nov 2023 | 1.10x |
| FY Nov 2022 | 0.91x |
| Aug 2026 | 1.90x |
| May 2026 | 1.89x |
| Feb 2026 | 1.80x |
| Nov 2025 | 1.67x |
| Aug 2025 | 1.65x |
| May 2025 | 1.62x |
| Feb 2025 | 1.56x |
| Nov 2024 | 1.38x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
needs four quarters of operating cash flow
Cash flow to debt JEF
| FY Nov 2025 | n/a |
| FY Nov 2024 | -0.14x |
| FY Feb 2024 | -0.18x |
| FY Nov 2023 | -0.18x |
| FY Nov 2022 | 0.19x |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | -0.14x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+8.6%
TTM net income over average of 2025-08-31 and 2026-08-31
Return on equity JEF
| FY Nov 2025 | +6.6% |
| FY Nov 2024 | +7.2% |
| FY Feb 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | +7.6% |
| Aug 2026 | +8.6% |
| May 2026 | +8.3% |
| Feb 2026 | +6.8% |
| Nov 2025 | +6.6% |
| Aug 2025 | +6.8% |
| May 2025 | +6.3% |
| Feb 2025 | +7.0% |
| Nov 2024 | +7.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.2%
TTM net income over average of 2025-08-31 and 2026-08-31
Return on assets JEF
| FY Nov 2025 | +1.0% |
| FY Nov 2024 | +1.2% |
| FY Feb 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | +1.5% |
| Aug 2026 | +1.2% |
| May 2026 | +1.2% |
| Feb 2026 | +1.0% |
| Nov 2025 | +1.0% |
| Aug 2025 | +1.0% |
| May 2025 | +1.0% |
| Feb 2025 | +1.1% |
| Nov 2024 | +1.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital JEF
| FY Nov 2025 | n/a |
| FY Nov 2024 | n/a |
| FY Feb 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed JEF
| FY Nov 2025 | n/a |
| FY Nov 2024 | n/a |
| FY Feb 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
15.13x
close 2026-10-23 over four quarters of diluted EPS, 2025-03-01 to 2026-02-28
P/E, trailing JEF
| FY Nov 2025 | 20.34x |
| FY Nov 2024 | 26.56x |
| FY Feb 2024 | 38.61x |
| FY Nov 2023 | 32.51x |
| FY Nov 2022 | 11.95x |
| Aug 2026 | 17.78x |
| May 2026 | 17.81x |
| Feb 2026 | 15.00x |
| Nov 2025 | 20.34x |
| Aug 2025 | 22.29x |
| May 2025 | 18.34x |
| Feb 2025 | 22.91x |
| Nov 2024 | 26.56x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$12.6B
market value at close 2026-10-23 on 2026-03-30 shares, plus long-term 2026-08-31 plus current 2026-02-28 (6 months older than the period end), minus cash 2026-08-31
Enterprise value JEF
| FY Nov 2025 | $15.5B |
| FY Nov 2024 | $18.1B |
| FY Feb 2024 | $11.1B |
| FY Nov 2023 | $9.6B |
| FY Nov 2022 | $7.9B |
| Aug 2026 | $14.3B |
| May 2026 | $16.4B |
| Feb 2026 | $16.4B |
| Nov 2025 | $15.5B |
| Aug 2025 | $19.2B |
| May 2025 | $15.4B |
| Feb 2025 | $18.4B |
| Nov 2024 | $18.1B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
fewer than four consecutive quarters of operating cash flow
FCF yield JEF
| FY Nov 2025 | n/a |
| FY Nov 2024 | -13.4% |
| FY Feb 2024 | -21.7% |
| FY Nov 2023 | -25.9% |
| FY Nov 2022 | +19.0% |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | -13.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
6.25x
P/E over trailing EPS growth of 2%: four quarters to 2026-02-28 against the four to 2025-02-28
PEG, trailing JEF
| FY Nov 2025 | n/a |
| FY Nov 2024 | 0.15x |
| FY Feb 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | n/a |
| Aug 2026 | 7.34x |
| May 2026 | 7.35x |
| Feb 2026 | 6.19x |
| Nov 2025 | n/a |
| Aug 2025 | 0.90x |
| May 2025 | 0.39x |
| Feb 2025 | 0.16x |
| Nov 2024 | 0.15x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-11 | 2024-11 | 2023-11 | 2022-11 | |
|---|---|---|---|---|
| Revenue | $10.8B | $10.5B | $7.4B | $7.1B |
| Net income | $682.0M | $716.0M | $262.4M | $781.7M |
| EPS (diluted) | 2.83 | 2.99 | 1.10 | 3.06 |
| Operating cash flow | n/a | n/a | -$1.9B | $1.8B |
| Cash | $14.0B | $12.2B | $8.5B | $9.7B |
| Long-term debt | $15.9B | $13.5B | $9.7B | $8.8B |
| Buybacks | $58.5M | $44.3M | $169.4M | $859.6M |
| Dividends paid | $374.1M | $303.0M | $278.6M | $280.1M |
SEC XBRL, fiscal years, as known on 2026-10-27
JEF Stock Sonar score 6/7 axes
Find similar shapesCompareJEF ranks highest on institutional and government (86th percentile) and insider conviction (78th), and lowest on financial health (19th), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
JEF filings, in plain words
Are Jefferies Financial insiders buying or selling JEF?
In the 180 days to 2026-10-27, Jefferies Financial insiders were net buyers, a net $676.6M: $676.6M of purchases and $52 of sales reported on Form 4, by 1 buyer and 1 seller.
Read the full summary
In the 180 days to 2026-10-27, Jefferies Financial insiders were net buyers of JEF, a net $676.6M across purchases and sales reported on Form 4 by 1 buyer and 1 seller. Purchases outweighed sales more than tenfold by value. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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