JEF at a glance
Jefferies Financial Group Inc (JEF, SEC CIK 96223) filed its latest 10-K annual report on January 28, 2026, a 10-Q quarterly report on July 9, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended November 30, 2025 (FY2025), Jefferies Financial Group Inc (JEF) reported revenue of $5.5 billion (up 14.2% from FY2024) and net income of $630.8 million. Diluted EPS was $2.83.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Jefferies Financial Group Inc (JEF) shares worth $3.3 billion in 13F-HR filings.
- In the last 90 days, JEF insiders reported 1 open-market purchase ($324.0M) and 0 open-market sales ($0) on Form 4, a net purchase of $324.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.5B
- +14.2% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$324.0M
- 13F holders
- 34 funds
- $3.3B · −1 vs prior quarter
- Latest 10-Q
- Jul 9, 2026
- Quarterly report
SignalX for JEF
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| HANDLER RICHARD B | G | Oct 1, 2026 | 842 | - |
| BEYER ROBERT D | A | Aug 28, 2026 | 501 | $53.09 |
| Larson Matthew Scott | A | Aug 28, 2026 | 746 | $53.09 |
| FRIEDMAN BRIAN P | A | Aug 28, 2026 | 29,016 | $53.09 |
| Sharp Michael J. | A | Aug 28, 2026 | 746 | $53.09 |
| HANDLER RICHARD B | A | Aug 28, 2026 | 75,531 | $53.09 |
| Ellis-Kirk Matrice | A | Aug 28, 2026 | 165 | $53.09 |
| O Kane Michael T | A | Aug 28, 2026 | 538 | $53.09 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.2B | $4.9B | $5.5B |
| Net Income | $260.9M | $669.3M | $630.8M |
| Net Margin | 8.1% | 13.8% | 11.4% |
| Balance Sheet | |||
| Total Assets | $57.9B | $64.4B | $76.0B |
| Equity | - | $10.2B | $10.6B |
| ROE | - | 6.6% | 6.0% |
| Per Share | |||
| EPS | $1.10 | $2.99 | $2.83 |
| Cash Flow | |||
| Operating CF | -$1.9B | -$140.5M | -$1.5B |
| CapEx | $1.2M | $250.6M | $207.5M |
Source: XBRL data in Jefferies Financial Group Inc (JEF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JEF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $3.30B |
| Q1 2026 | 35 | $2.67B |
| Q4 2025 | 32 | $3.76B |
| Q3 2025 | 32 | $4.41B |
| Q2 2025 | 33 | $3.41B |
| Q1 2025 | 31 | $2.57B |
| Q4 2024 | 24 | $3.35B |
| Q3 2024 | 23 | $1.40B |
- AQR Capital Management+3.14M (+60%)
- Two Sigma Investments+380.0K (+13%)
- Bank of America Corp+236.8K (+31%)
- Dimensional Fund Advisors+200.4K (+8%)
- Goldman Sachs Group+196.1K (+18%)
- BlackRock−850.1K (-5%)
- FMR LLC (Fidelity)−717.9K (-83%)
- Vanguard Portfolio Management LLC−715.4K (-9%)
- Millennium Management−610.0K (-60%)
- Citadel Advisors LLC−216.0K (-31%)
- Citizens Financial Group+10.4K
- Bridgewater Associates LP−35.8K
- Blackstone Group−6.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 244 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JEF filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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JEF SEC filings: frequently asked questions
Are JEF insiders buying or selling?
In the last 90 days, Jefferies Financial Group Inc (JEF) officers, directors and 10% owners reported 1 open-market purchase worth $324.0 million by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold JEF stock?
As of June 30, 2026, the largest Jefferies Financial Group Inc (JEF) holders among the 13F filers tracked by SignalX were BlackRock ($834.9 million), AQR Capital Management ($421.2 million), Vanguard Portfolio Management LLC ($355.3 million), Vanguard Capital Management LLC ($334.5 million), State Street Corp ($248.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JEF's revenue in fiscal year 2025?
For the fiscal year ended November 30, 2025 (FY2025), Jefferies Financial Group Inc (JEF) reported revenue of $5.5 billion (up 14.2% from FY2024) and net income of $630.8 million. Diluted EPS was $2.83. The figures come from the XBRL data in the 10-K.
What are the latest JEF SEC filings?
Jefferies Financial Group Inc (JEF) filed its latest 10-K annual report on January 28, 2026, a 10-Q quarterly report on July 9, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on October 2, 2026.
What is JEF's SEC CIK number?
Jefferies Financial Group Inc (JEF)'s SEC Central Index Key (CIK) is 96223. EDGAR lists every JEF filing under that number.
Ask anything about JEF
The research agent reads JEF's filings, financials, insider trades and 13F holders, then answers with sources.