JEF Smart Money
Jefferies Financial Group Inc.
1W: +2.6%
1M: -2.0%
3M: -15.6%
YTD: -25.6%
1Y: -16.2%
3Y: +55.6%
5Y: +33.8%
$46.19
+0.76 (+1.67%)
Weekly Expected Move ±3.6%
$42
$43
$45
$46
$48
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $814.7M held by 394 funds, 144 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026651
Institutions Holding
-28 vs prior
77.8%
Ownership
+11.24%
92
New
193
Increased
260
Reduced
59
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-07 | FRIEDMAN BRIAN P | officer: president | G-Gift | 100 | $— | $0 | Filing |
| 2026-10-01 | HANDLER RICHARD B | officer: ceo | G-Gift | 842 | $— | $0 | Filing |
| 2026-08-28 | Larson Matthew Scott | officer: evp, cfo | A-Grant/Award | 746 | $53.09 | $40K | Filing |
| 2026-08-28 | FRIEDMAN BRIAN P | officer: president | A-Grant/Award | 29,016 | $53.09 | $1.5M | Filing |
| 2026-08-28 | HANDLER RICHARD B | officer: ceo | A-Grant/Award | 75,531 | $53.09 | $4.0M | Filing |
| 2026-08-28 | BEYER ROBERT D | director | A-Grant/Award | 501 | $53.09 | $27K | Filing |
| 2026-08-28 | O Kane Michael T | director | A-Grant/Award | 538 | $53.09 | $29K | Filing |
| 2026-08-28 | Ellis-Kirk Matrice | director | A-Grant/Award | 165 | $53.09 | $9K | Filing |
| 2026-08-28 | Weiler Melissa | director | A-Grant/Award | 165 | $53.09 | $9K | Filing |
| 2026-08-28 | Sharp Michael J. | officer: evp and general counsel | A-Grant/Award | 746 | $53.09 | $40K | Filing |
| 2026-08-07 | FRIEDMAN BRIAN P | officer: president | G-Gift | 81,734 | $— | $0 | Filing |
| 2026-07-15 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | director | P-Purchase | 5,906,542 | $53.96 | $318.7M | Filing |
| 2026-07-15 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | director | P-Purchase | 5,906,542 | $54.86 | $324.0M | Filing |
| 2026-07-10 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | director | M-Option Exercise | 3,769,500 | $— | $0 | Filing |
| 2026-06-30 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | director | M-Option Exercise | 27,562,500 | $— | $0 | Filing |
| 2026-05-29 | HANDLER RICHARD B | officer: ceo | A-Grant/Award | 97,136 | $52.72 | $5.1M | Filing |
| 2026-05-29 | HANDLER RICHARD B | officer: ceo | F-Tax Withholding | 10,545 | $52.94 | $558K | Filing |
| 2026-05-29 | BEYER ROBERT D | director | A-Grant/Award | 501 | $52.72 | $26K | Filing |
| 2026-05-29 | O Kane Michael T | director | A-Grant/Award | 538 | $52.72 | $28K | Filing |
| 2026-05-29 | Ellis-Kirk Matrice | director | A-Grant/Award | 165 | $52.72 | $9K | Filing |
| 2026-05-29 | Weiler Melissa | director | A-Grant/Award | 165 | $52.72 | $9K | Filing |
| 2026-05-29 | Larson Matthew Scott | officer: evp, cfo | A-Grant/Award | 746 | $52.72 | $39K | Filing |
| 2026-05-29 | Sharp Michael J. | officer: evp and general counsel | A-Grant/Award | 746 | $52.72 | $39K | Filing |
| 2026-05-29 | FRIEDMAN BRIAN P | officer: president | A-Grant/Award | 29,003 | $52.72 | $1.5M | Filing |
| 2026-05-28 | FRIEDMAN BRIAN P | officer: president | D-Sale to Issuer | 464 | $— | $0 | Filing |
🏛️ Congressional Trades
7 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2023-05-26 | Zoe Lofgren | House | Sell | $1,001 - $15,000 | Filing |
| 2022-12-23 | Cynthia Axne | House | Sell | $1,001 - $15,000 | Filing |
| 2022-12-23 | Cynthia Axne | House | Sell | $1,001 - $15,000 | Filing |
| 2022-01-13 | Cynthia Axne | House | Buy | $1,001 - $15,000 | Filing |
| 2021-08-09 | Zoe Lofgren | House | Buy | $1,001 - $15,000 | Filing |
| 2020-03-18 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2019-02-04 | Cynthia Axne | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,705,627 | $835M | -850,088 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 8,426,996 | $421M | +3,144,305 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,109,182 | $355M | -715,354 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,692,873 | $335M | -22,024 | 2026-06-30 | Filing |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 6,429,337 | $321M | -2,817,744 | 2026-06-30 | Filing |
| STATE STREET CORP | 4,964,406 | $248M | +71,662 | 2026-06-30 | Filing |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4,654,362 | $233M | — | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 3,205,077 | $160M | +380,024 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2,977,314 | $149M | -69,658 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,898,045 | $145M | +84,821 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 2,866,541 | $143M | +200,444 | 2026-06-30 | Filing |
| D. E. Shaw & Co., Inc. | 2,788,432 | $139M | +171,137 | 2026-06-30 | Filing |
| ALLIANCEBERNSTEIN L.P. | 3,347,848 | $138M | -443,679 | 2026-06-30 | Filing |
| First Pacific Advisors, LP | 2,704,265 | $135M | +117,764 | 2026-06-30 | Filing |
| NORGES BANK | 2,646,300 | $132M | +2,646,300 | 2026-06-30 | Filing |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2,545,859 | $127M | -2,405,168 | 2026-06-30 | Filing |
| BAMCO INC /NY | 2,141,744 | $107M | +611,516 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 1,882,582 | $92M | -23,169 | 2026-06-30 | Filing |
| BARCLAYS PLC | 1,596,595 | $80M | -143,430 | 2026-06-30 | Filing |
| Freestone Grove Partners LP | 1,591,384 | $80M | +281,388 | 2026-06-30 | Filing |