AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026Net buying: insiders sold $0 and bought $318.7M on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- +$318.7M netNet buying
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 2 added, 3 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $47.59
- 52-wk high
- $65.12
- High
- $48.32
- 52-wk low
- $35.00
- Low
- $46.63
- Prev close
- $47.68
- Mkt cap
- $9.59B
- P/E
- 13.2x
- Volume
- 3.95M
- Fwd P/E
- 10.3x
- Beta
- 1.49
- Div yield
- 3.36%
- P/S
- 1.1x
- P/B
- 1.0x
- Profit margin
- +10.8%
- Op margin
- +16.9%
- ROE
- +8.3%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about JEF filings
Are insiders buying or selling Jefferies Financial Group Inc (JEF) stock?
Net buying: insiders sold $0 and bought $318.7M of JEF stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. The largest was Sumitomo Mitsui Financial Group, Inc. (Director), who bought $318.7M. The latest filing was on Jul 17, 2026.
Which members of Congress have traded JEF recently?
None. No member of Congress disclosed a JEF trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this JEF smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net buying.
What funds are doing
Buys/Adds (1)
- AQ
AQR
$205.4M
added
Sells/Trims (2)
- QR
Qube Research
$41.5M
sold
- MI
Millennium
$21.6M
trimmed
What insiders are doing
Buys (2)
- SM
Sumitomo Mitsui Financial Group, Inc.
$318.7M
bought
- SM
Sumitomo Mitsui Financial Group, Inc.
$310.0M
bought
Sells (1)
- FB
Friedman Brian P
$52
sold
How top traders are positioned
No tracked top-trader positions in JEF right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 4.8% above what analysts expected.
Earnings per share
$1.04 expected
Reports Oct 5, 2026, in 4 days
Financials
What it sold, what it cost, what was left.
| USD | Aug 2025 | Nov 2025 | Feb 2026 | May 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $2.91B | $2.95B | $2.87B | $3.41B |
| Cost of what it sold | $1.15B | $1.19B | $1.25B | $300.2M |
| Gross profit | $1.75B | $1.76B | $1.62B | $3.11B |
| What it spent | ||||
| Research and development | $144.6M | $296.9M | $75.4M | $75.4M |
| Sales and admin | $484.3M | $2.88B | $270.7M | $270.7M |
| Other operating costs | $882.0M | $320.5M | $88.2M | $1.55B |
| Total operating expenses | $1.51B | $3.50B | $434.3M | $1.89B |
| What was left | ||||
| Operating profit | $242.5M | -$1.74B | $1.19B | $1.22B |
| Interest on debt | $860.2M | $880.0M | $854.1M | $911.7M |
| Profit before tax | $331.8M | $253.2M | $212.2M | $315.5M |
| Tax | $89.3M | $37.5M | $52.9M | $65.6M |
| Net profit | $252.5M | $215.0M | $175.2M | $255.4M |
| EBITDA | $385.0M | -$1.44B | $1.12B | $1.26B |
Technicals
Price structure
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Jefferies to Host Investor Day on October 19, 2026
NeutralSep 26Jefferies Financial Group (JEF) Could Be 2% Below Fair Value Following New Bond Offerings
NeutralSep 26LUK5968053 Bond Profile: Coupon and Redemption
NeutralSep 25Jefferies Financial Group remains a Hold amid legal risks and earnings pressure despite low valuation.
BearishSep 25Jefferies to Host Investor Day on October 19, 2026
Leans bullishSep 25Jefferies Financial Group Lowers Molten Ventures (GROW) Stake to 6.60% Through Financial Instruments
Leans bearishSep 25Jefferies Financial Group Inc. (JEF) Stock Price, News, Quote & History
NeutralSep 24Vertical Aerospace hires Jefferies to review strategic options
NeutralSep 24