8-K Announcements
3Mar 31, 2026·SEC
Mar 25, 2026·SEC
Mar 9, 2026·SEC
Jefferies Financial Group Inc. (JEF) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Jefferies Financial Group Inc. (JEF) stock price & volume — 10-year historical chart
Jefferies Financial Group Inc. (JEF) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Jefferies Financial Group Inc. (JEF) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Mar 25, 2026 | $0.89vs $0.89+0.0% | $2.0Bvs $2.0B+1.8% |
| Q1 2026 | Jan 7, 2026 | $0.89vs $0.88+1.6% | $2.1Bvs $2.0B+2.6% |
| Q4 2025 | Sep 29, 2025 | $1.05vs $0.80+31.3% | $2.9Bvs $1.9B+51.2% |
| Q3 2025 | Jun 25, 2025 | $0.43vs $0.44-2.3% | $2.5Bvs $1.6B+59.7% |
Jefferies Financial Group Inc. (JEF) competitors in Investment Banking and M&A Advisory — business model, growth, and fundamentals comparison
Jefferies Financial Group Inc. (JEF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Jefferies Financial Group Inc. (JEF) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Nov'18 | Nov'19 | Nov'20 | Nov'21 | Nov'22 | Nov'23 | Nov'24 | Nov'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | -971.46M | 0 | -1.47B | -945.06M | -931.64M | -1.17B | -2.74B | -3.48B | -3.48B |
| NII Growth % | -19.54% | 100% | - | 35.52% | 1.42% | -25.63% | -134.19% | -26.97% | 0.01% |
| Net Interest Margin % | -2.06% | 0% | -2.96% | -1.78% | -1.66% | -2.29% | -4.73% | -5.41% | -4.58% |
| Interest Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Interest Expense | 971.46M | 0 | 1.47B | 945.06M | 931.64M | 1.17B | 2.74B | 3.48B | 3.48B |
| Loan Loss Provision | 1.54B | 0 | 989.17M | 2.69B | 3.4B | 2.21B | 190.43M | 818.33M | 885.08M |
| Non-Interest Income | 5.05B | 0 | 5.36B | 6.96B | 8.95B | 7.15B | 7.44B | 10.52B | 10.82B |
| Non-Interest Income % | 100% | - | 100% | 100% | 100% | 100% | 100% | 100% | 100% |
| Total Revenue | 5.05B▲ 0% | 0▼ 100.0% | 5.36B▲ 0% | 6.96B▲ 29.8% | 8.95B▲ 28.6% | 7.15B▼ 20.1% | 7.44B▲ 4.1% | 10.52B▲ 41.3% | 10.82B▲ 2.9% |
| Revenue Growth % | 31.21% | -100% | - | 29.81% | 28.6% | -20.08% | 4.09% | 41.3% | 2.93% |
| Non-Interest Expense | 888.45M | 0 | 1.16B | 1.24B | 1.09B | 1.16B | 1.2B | 1.5B | 5.77B |
| Efficiency Ratio | 17.6% | - | 21.69% | 17.79% | 12.24% | 16.2% | 16.13% | 14.3% | 53.33% |
| Operating Income | 1.65B▲ 0% | 0▼ 100.0% | 1.74B▲ 0% | 2.09B▲ 19.9% | 3.52B▲ 68.8% | 2.61B▼ 25.8% | 3.31B▲ 26.7% | 4.71B▲ 42.4% | 686.42M▼ 85.4% |
| Operating Margin % | 32.74% | - | 32.49% | 30.01% | 39.38% | 36.55% | 44.48% | 44.82% | 6.34% |
| Operating Income Growth % | 156.08% | -100% | - | 19.89% | 68.76% | -25.83% | 26.65% | 42.39% | -85.43% |
| Pretax Income | 606.5M▲ 0% | 0▼ 100.0% | 478.61M▲ 0% | 1.07B▲ 123.0% | 2.25B▲ 111.2% | 1.06B▼ 53.2% | 354.27M▼ 66.4% | 1.01B▲ 183.8% | 870.99M▼ 13.4% |
| Pretax Margin % | 12.01% | - | 8.93% | 15.34% | 25.2% | 14.76% | 4.76% | 9.56% | 8.05% |
| Income Tax | 642.29M | 0 | -483.95M | 298.67M | 576.73M | 273.85M | 91.88M | 293.19M | 184.57M |
| Effective Tax Rate % | 105.9% | - | -101.12% | 27.99% | 25.59% | 25.94% | 25.94% | 29.16% | 21.19% |
| Net Income | 171.73M▲ 0% | 0▼ 100.0% | 964.7M▲ 0% | 775.24M▼ 19.6% | 1.67B▲ 116.0% | 785.45M▼ 53.1% | 277.69M▼ 64.6% | 743.38M▲ 167.7% | 710.48M▼ 4.4% |
| Net Margin % | 3.4% | - | 18% | 11.15% | 18.72% | 10.99% | 3.73% | 7.07% | 6.56% |
| Net Income Growth % | 32.1% | -100% | - | -19.64% | 115.98% | -53.09% | -64.65% | 167.7% | -4.43% |
| Net Income (Continuing) | -35.78M | 0 | 962.56M | 768.41M | 1.68B | 781.71M | 262.39M | 712.35M | 686.42M |
| EPS (Diluted) | 0.45▲ 0% | 0.52▲ 15.6% | 3.03▲ 482.7% | 2.65▼ 12.5% | 6.13▲ 131.3% | 3.06▼ 50.1% | 1.10▼ 64.1% | 2.99▲ 171.8% | 2.83▼ 5.4% |
| EPS Growth % | 32.35% | 15.56% | 482.69% | -12.54% | 131.32% | -50.08% | -64.05% | 171.82% | -5.35% |
| EPS (Basic) | 0.45 | 0.52 | 3.07 | 2.68 | 6.29 | 3.13 | 1.12 | 3.08 | 2.93 |
| Diluted Shares Outstanding | 370.7M | 351.27M | 317.03M | 290.49M | 271.5M | 255.57M | 236.62M | 223.65M | 222.72M |
Jefferies Financial Group Inc. (JEF) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Nov'18 | Nov'19 | Nov'20 | Nov'21 | Nov'22 | Nov'23 | Nov'24 | Nov'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 22.07B | 5.26B | 7.68B | 9.06B | 10.76B | 9.7B | 8.53B | 12.15B | 14.04B |
| Cash & Due from Banks | 5.28B | 5.97B | 7.68B | 9.06B | 10.76B | 9.7B | 8.53B | 12.15B | 14.04B |
| Short Term Investments | 16.8B | 24B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 28.21B | 30.61B | 28.82B | 30.16B | 19.35B | 14.94B | 17.73B | 19.09B | 0 |
| Investments Growth % | 2.93% | 8.52% | -5.86% | 4.64% | -35.82% | -22.78% | 18.64% | 7.66% | -100% |
| Long-Term Investments | 11.41B | 6.61B | 28.82B | 30.16B | 19.35B | 14.94B | 17.73B | 19.09B | 0 |
| Accounts Receivables | 5.42B | 0 | 5.74B | 0 | 4.65B | 3.59B | 4.72B | 5.82B | 0 |
| Goodwill & Intangibles | 2.46B | 1.89B | 1.92B | 1.91B | 1.9B | 1.88B | 2.04B | 2.05B | 2.04B |
| Goodwill | 1.72B | 1.7B | 1.74B | 1.75B | 1.75B | 1.74B | 1.85B | 1.83B | 2.04B |
| Intangible Assets | 741.03M | 188.29M | 182.95M | 167.15M | 152.4M | 139.46M | 196.92M | 226.37M | 0 |
| PP&E (Net) | 750.4M | 351M | 385.03M | 897.2M | 911.23M | 906.86M | 1.07B | 1.19B | 1.25B |
| Other Assets | 1.66B | 34.4B | 1.99B | 2.19B | 3.2B | 2.42B | 2.21B | 2.42B | -1.25B |
| Total Current Assets | 30.14B | 5.26B | 15.88B | 17.96B | 30.74B | 30.91B | 34.85B | 39.61B | 14.04B |
| Total Non-Current Assets | 17.03B | 41.87B | 33.58B | 35.16B | 25.37B | 20.15B | 23.05B | 24.76B | 2.04B |
| Total Assets | 47.17B▲ 0% | 47.13B▼ 0.1% | 49.46B▲ 4.9% | 53.12B▲ 7.4% | 56.11B▲ 5.6% | 51.06B▼ 9.0% | 57.91B▲ 13.4% | 64.36B▲ 11.1% | 76.01B▲ 18.1% |
| Asset Growth % | 4.65% | -0.08% | 4.94% | 7.4% | 5.63% | -9% | 13.41% | 11.15% | 18.1% |
| Return on Assets (ROA) | 0.37% | - | 2% | 1.51% | 3.07% | 1.47% | 0.51% | 1.22% | 1.01% |
| Accounts Payable | 7.17B | 71.98M | 8.18B | 10.39B | 8.41B | 6.21B | 7.7B | 7.76B | 0 |
| Total Debt | 19.83B | 1.18B | 17.92B | 19.83B | 11.42B | 13.72B | 16.09B | 20.36B | 1.77B |
| Net Debt | 14.55B | -4.78B | 10.24B | 10.77B | 666.49M | 4.02B | 7.57B | 8.21B | -12.28B |
| Long-Term Debt | 10.73B | 8.92B | 9.86B | 10.16B | 10.65B | 12.66B | 14.56B | 19.29B | 0 |
| Short-Term Debt | 9.1B | 0 | 8.05B | 9.08B | 221.86M | 528.39M | 989.72M | 443.16M | 1.77B |
| Other Liabilities | 1.15B | 0 | 13.74B | 13.44B | 22.33B | 18.25B | 20.59B | 22.5B | 65.37B |
| Total Current Liabilities | 24.72B | 27.79B | 16.23B | 19.47B | 11.97B | 9.31B | 12.41B | 11.71B | 1.77B |
| Total Non-Current Liabilities | 11.88B | 8.92B | 23.6B | 24.19B | 33.53B | 31.45B | 35.69B | 42.42B | 65.37B |
| Total Liabilities | 36.6B | 307.51M | 39.71B | 43.53B | 45.38B | 40.63B | 48.1B | 54.13B | 65.37B |
| Total Equity | 10.57B▲ 0% | 47.17B▲ 346.4% | 9.75B▼ 79.3% | 9.59B▼ 1.7% | 10.73B▲ 11.9% | 10.43B▼ 2.8% | 9.8B▼ 6.0% | 10.23B▲ 4.3% | 10.64B▲ 4.1% |
| Equity Growth % | -1.86% | 346.44% | -79.32% | -1.69% | 11.91% | -2.82% | -5.99% | 4.31% | 4.08% |
| Equity / Assets (Capital Ratio) | 22.4% | 100.08% | 19.72% | 18.05% | 19.12% | 20.42% | 16.93% | 15.89% | 14% |
| Return on Equity (ROE) | 1.61% | - | 3.39% | 8.02% | 16.48% | 7.42% | 2.75% | 7.42% | 6.81% |
| Book Value per Share | 28.50 | 134.28 | 30.76 | 33.01 | 39.52 | 40.80 | 41.43 | 45.72 | 47.78 |
| Tangible BV per Share | 21.86 | 128.90 | 24.70 | 26.42 | 32.53 | 33.46 | 32.79 | 36.54 | 38.62 |
| Common Stock | 356.23M | 307.51M | 291.64M | 249.75M | 243.54M | 226.13M | 210.63M | 205.5M | 206.3M |
| Additional Paid-in Capital | 4.68B | 3.85B | 3.63B | 2.91B | 2.74B | 1.97B | 2.04B | 2.1B | 0 |
| Retained Earnings | 4.7B | 10.06B | 5.93B | 6.53B | 7.94B | 8.42B | 7.85B | 8.27B | 8.57B |
| Accumulated OCI | 372.72M | 10.1B | -273.04M | -288.92M | -372.14M | -379.42M | -395.55M | -423.13M | -384.43M |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Preferred Stock | 125M | 5.61B | 125M | 125M | 125M | 125M | 42K | 55K | 55K |
Jefferies Financial Group Inc. (JEF) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Nov'18 | Nov'19 | Nov'20 | Nov'21 | Nov'22 | Nov'23 | Nov'24 | Nov'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 788.29M | -82.79M | -827.84M | 2.08B | 1.58B | 1.8B | -1.93B | -209.25M | 333.07M |
| Operating CF Growth % | 37.71% | -110.5% | -899.97% | 350.77% | -23.78% | 14.07% | -207.14% | 89.18% | 259.17% |
| Net Income | 252.85M | 270.21M | 962.56M | 768.41M | 1.68B | 781.71M | 262.39M | 716.02M | 630.79M |
| Depreciation & Amortization | 64.76M | 131.25M | 129.77M | 142.39M | 144.25M | 189.34M | 113.47M | 197.85M | 9.25M |
| Deferred Taxes | 712.05M | 0 | -538.19M | 64.67M | 96.89M | -70.4M | 10.46M | -4.13M | 1.04M |
| Other Non-Cash Items | 119.13M | -149.34M | 17.87M | 489.81M | -72.05M | -755.05M | 217.76M | 162.81M | -396.23M |
| Working Capital Changes | -408.88M | -387.55M | -1.45B | 570.63M | -342.34M | 1.62B | -2.58B | -1.34B | 0 |
| Cash from Investing | -54.63M | 142.44M | 1.71B | -186.19M | -409.87M | -60.54M | -12.2M | 210.31M | -73.45M |
| Purchase of Investments | -1.15B | -5.38B | -3M | -906K | -2.34B | -351.64M | -251.75M | -1.08B | -73.45M |
| Sale/Maturity of Investments | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 0 | 0 | 0 |
| Net Investment Activity | -1.15B | -5.38B | -2M | 94K | -2.34B | -350.65M | -251.75M | -1.08B | -73.45M |
| Acquisitions | 441.74M | 114.05M | 890.79M | 179.65M | 0 | 310.04M | 215.19M | 610.84M | 0 |
| Other Investing | -14.28M | 755.24M | -392.75M | -210.97M | 2.09B | 201.78M | 25.52M | 930.41M | 0 |
| Cash from Financing | 434.8M | 133.13M | 1.59B | -723.52M | 994.29M | -2.84B | 1.06B | 3.35B | 0 |
| Dividends Paid | -117.41M | -151.76M | -149.65M | -160.94M | -222.8M | -280.1M | -278.6M | -302.96M | -374.13M |
| Share Repurchases | -100.48M | -1.13B | -509.91M | -816.87M | -269.4M | -859.59M | -169.4M | -44.31M | -58.52M |
| Stock Issued | 1.5M | 3.61M | 1.11M | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | -98.98M | -1.13B | -508.8M | -816.87M | -269.4M | -859.59M | -169.4M | -44.31M | -58.52M |
| Debt Issuance (Net) | 1000K | 1000K | 1000K | 1000K | 1000K | -1000K | 1000K | 1000K | 0 |
| Other Financing | -140.08M | 113.48M | 1.87M | 18.96M | -10.13M | 65M | 6.06M | -167.9M | 374.13M |
| Net Change in Cash | 1.18B▲ 0% | 238.16M▼ 79.8% | 2.47B▲ 936.2% | 1.18B▼ 52.0% | 2.16B▲ 82.6% | -1.12B▼ 151.8% | -876.49M▲ 21.8% | 3.33B▲ 480.5% | 1.48B▼ 55.6% |
| Exchange Rate Effect | 1000K | 1000K | -1000K | 1000K | -1000K | -1000K | 1000K | -1000K | 0 |
| Cash at Beginning | 4.6B | 5.77B | 6.01B | 8.48B | 9.66B | 11.83B | 10.71B | 9.83B | 1.93B |
| Cash at End | 5.77B | 6.01B | 8.48B | 9.66B | 11.83B | 10.71B | 9.83B | 13.17B | 3.41B |
| Interest Paid | 1.12B | 0 | 1.56B | 1.08B | 936.27M | 1.16B | 2.35B | 3.44B | 0 |
| Income Taxes Paid | 15.36M | 0 | 24.59M | 25K | 727.13M | 214.07M | 159.36M | 257.5M | 0 |
| Free Cash Flow | 665.27M▲ 0% | -408.45M▼ 161.4% | -1.06B▼ 159.5% | 1.9B▲ 279.1% | 1.42B▼ 25.4% | 1.58B▲ 11.6% | -1.93B▼ 222.4% | -459.84M▲ 76.2% | 333.07M▲ 172.4% |
| FCF Growth % | 110.7% | -161.4% | -159.53% | 279.14% | -25.4% | 11.57% | -222.41% | 76.23% | 172.43% |
Jefferies Financial Group Inc. (JEF) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 1.21% | 1.61% | - | 3.39% | 8.02% | 16.48% | 7.42% | 2.75% | 7.42% | 6.81% |
| Return on Assets (ROA) | 0.28% | 0.37% | - | 2% | 1.51% | 3.07% | 1.47% | 0.51% | 1.22% | 1.01% |
| Net Interest Margin | -1.8% | -2.06% | 0% | -2.96% | -1.78% | -1.66% | -2.29% | -4.73% | -5.41% | -4.58% |
| Efficiency Ratio | 23.76% | 17.6% | - | 21.69% | 17.79% | 12.24% | 16.2% | 16.13% | 14.3% | 53.33% |
| Equity / Assets | 23.89% | 22.4% | 100.08% | 19.72% | 18.05% | 19.12% | 20.42% | 16.93% | 15.89% | 14% |
| Book Value / Share | 28.98 | 28.5 | 134.28 | 30.76 | 33.01 | 39.52 | 40.8 | 41.43 | 45.72 | 47.78 |
| NII Growth | -1.9% | -19.54% | 100% | - | 35.52% | 1.42% | -25.63% | -134.19% | -26.97% | 0.01% |
| Dividend Payout | 70.23% | 68.37% | - | 15.51% | 20.76% | 13.31% | 35.66% | 100.33% | 40.75% | - |
Jefferies Financial Group Inc. (JEF) SEC filings — annual & quarterly reports (10-K, 10-Q)
Mar 31, 2026·SEC
Mar 25, 2026·SEC
Mar 9, 2026·SEC
Apr 7, 2026·SEC
Jefferies Financial Group Inc. (JEF) stock FAQ — growth, dividends, profitability & financials explained
Jefferies Financial Group Inc. (JEF) grew revenue by 2.9% over the past year. Growth has been modest.
Yes, Jefferies Financial Group Inc. (JEF) is profitable, generating $819.2M in net income for fiscal year 2025 (6.6% net margin).
Yes, Jefferies Financial Group Inc. (JEF) pays a dividend with a yield of 3.25%. This makes it attractive for income-focused investors.
Jefferies Financial Group Inc. (JEF) has a return on equity (ROE) of 6.8%. This is below average, suggesting room for improvement.
Jefferies Financial Group Inc. (JEF) has a net interest margin (NIM) of -4.6%. NIM has been under pressure due to interest rate environment.
Jefferies Financial Group Inc. (JEF) has an efficiency ratio of 53.3%. This is excellent, indicating strong cost control.
Jefferies Financial Group Inc. (JEF) financial analysis — history, returns, DCA and operating performance tools
Analyst verdict, bull/bear case, risk factors and peer comparison
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates