Why is JEF down?
Down 9% in a year while the S&P 500 rose 12%.
“Fixed Income net revenues declined 14% due to persistent credit market headwinds resulting in lower overall activity compared to the prior year quarter.”
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Down 9% in a year while the S&P 500 rose 12%.
“Fixed Income net revenues declined 14% due to persistent credit market headwinds resulting in lower overall activity compared to the prior year quarter.”
| Holding it back | Below its 200-day since September |
| Latest filing | 10-Q, Oct 9 |
Fri Oct 30Form 424B2 Jefferies Financial Grou
Mon Nov 16: Ex-dividend, $0.40 a shareAt the open. Pays Nov 25.
1 more date ahead: the conference, for Pro members.
After its last 4 reports it closed -3.6% on average, higher 1 of 4 times.
Below Averagefor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means
JEF is #14 of 25 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 4 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 14 |
Net income over four quarters: JEF $909M, SF $976M.
Expected to report Wed Jan 6, after the close (in 57 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Revenue of $3.2B.
| Line | Q3 FY26 | Q3 FY25 |
|---|---|---|
| Investment Banking | $1.3B | $1.1B |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 9)
No outlook figures read from this release.
Sales grew 9.5% a year over 5 years, fiscal 2020 to 2025.
Pays $1.60 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Sep 28, 2026 | -2.2% | -1.3% | -2.7% |
| Jun 24, 2026 | -3.8% | -9.2% | -11.5% |
| Mar 25, 2026 | 0.0% | +1.6% | +4.3% |
Sales grew in five of the last six years, to $11B in 2025. It made a profit in each of the seven years.
RSI 52.1, MACD above signal, above its 50-day, below its 200-day. Not scored.
Its dividends come to 8% of its free cash flow.
| Dividend | $1.60 a share a year |
| Paid out | About $327M a year |
| Free cash flow | $4.2B |
One insider bought $319M across 1 filing in the last 6 months. No open-market sales on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: JEF is under 0.1% of DGRO, under 0.1% of VYM, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.
Jefferies Financial Group is a full-service investment banking and capital markets firm that was founded in 1962. After nearly 30 years of focusing on institutional trading services, it entered the investment banking industry in the early 1990s, which ultimately grew into the core business. In 2013, Jefferies merged with Leucadia, a manufacturing-focused holding company. Since the merger, Jefferies became the core of the combined business as the bulk of the legacy portfolio was sold off and the parent company was renamed to match the subsidiary. Within investment banking, Jefferies predominately serves the North American middle market and has captured considerable market share over the past decade.
“All aspects of our business are intensely competitive.”
JEF scores 3 today, which Breakaway calls Below Average. It is #14 of 25 in Security Brokers, Dealers & Flotation Companies by Quality Score, with 2 of 14 chart checks firing. Down 9% in a year while the S&P 500 rose 12%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
JEF scores 3 today, which Breakaway calls Below Average (0 to 5). That is #14 of 25 in Security Brokers, Dealers & Flotation Companies by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind JEF's 3.
One insider bought $319M across 1 filing in the last 6 months. No open-market sales on record. The newest is Sumitomo Mitsui Financial Group, Inc., Director, who bought $319M on Jul 15.
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Insider and Congress trades, the chart, and the financials, in one score.
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