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Company Dossier · Financials

Jefferies Financial Group

JEFNYSEMulti-Sector HoldingsNEW YORK, US-NY, USLarge capWebsite ↗
  • Russell 1000
  • MidCap 400

What Jefferies Financial Group is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to August 31, 2026: $6.55 billion, up 23% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 31, 2023: −$1.67 billion.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to August 31, 2026: $0.22 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
  • Share buybacks in the fiscal year to November 30, 2025: $0.06 billion.SEC EDGAR filings (10-K)
  • Long-term debt issued in the fiscal year to November 30, 2025: $6.04 billion.SEC EDGAR filings (10-K)
  • Latest earnings call or results release (September 28, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
  • Latest annual report (filed January 28, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net buyers in Q3 2026: $643 million on the open market.SEC Form 4
  • 590 institutional managers reported a position at June 30, 2026 (+29 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 86 (66 a year earlier).U.S. Department of Labor (OFLC)

Company Posture

How Company Posture is measured →

Company Posture covers S&P 500 companies.

Credit

How these are built →

Jefferies Financial Group's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.

Bonds priced, last 12 months

$2.6B

U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.

PricedAmountCouponMaturesSpreadYield
Jul 8, 2026€850M4.500%2033 (7y)+165bp4.544%
Apr 23, 2026$1.1B5.125%2031 (5y)+135bp5.304%
Jan 13, 2026$1.5B5.500%2036 (10y)+143bp5.605%
Apr 11, 2024$1.5B6.200%2034 (10y)+165bp6.222%

From the pricing term sheets Jefferies Financial Group filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Jefferies Financial Group: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

−$1.7BData to Aug 2023
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Jefferies Financial Group: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data 53 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Jefferies Financial Group: revenue, trailing twelve months

$ billions, from SEC filings

$6.6BData 53 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Jefferies Financial Group: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$0.06BData to Nov 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Jefferies Financial Group: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Nov 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Jefferies Financial Group: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data 53 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Jefferies Financial Group: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

1.3Data 53 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Jefferies Financial Group: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.60Data 25 days ago
ImageDataPalanor calculation
Business

Jefferies Financial Group: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.70Data 25 days ago
ImageDataPalanor calculation
Business

Jefferies Financial Group: risk factors added per annual report

New Item 1A risk factors in each 10-K

1.0Data to Jan 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

Jefferies Financial Group: H-1B filings certified

Labor Condition Applications by quarter received

86.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Jefferies Financial Group: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

$642.8MData 23 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Jefferies Financial Group: institutional holders

Managers reporting a position on Form 13F, by quarter

590.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 19, 2026Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)third_quarter 2026 · $0.1 million
  2. Jul 20, 2026Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)second_quarter 2026 · $0.1 million
  3. Jul 2, 2026Trademark
    Trademark application: TECHTREK
  4. Jul 2, 2026Trademark
    Trademark application: TECHTREK
  5. Apr 28, 2026Trademark
    Trademark application: WHERE CAPITAL MEETS OPPORTUNITY – POWERED BY JEFFERIES
  6. Apr 20, 2026Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)first_quarter 2026 · $0.1 million
  7. Mar 31, 20268-K
    Shareholder vote resultsItem 5.07
  8. Jan 28, 202610-K
    Annual report (10-K)1 risk factors added, 0 removed
  9. Jan 20, 2026Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)fourth_quarter 2025 · $0.1 million
  10. Oct 20, 2025Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)third_quarter 2025 · $0.1 million
  11. Sep 19, 20258-K
    Material agreement signedItem 1.01
  12. Jul 21, 2025Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)second_quarter 2025 · $0.1 million
  13. May 7, 2025Trademark
    Trademark application: PREMIER TRADING, TRUSTED PARTNERSHIP
  14. May 7, 2025Trademark
    Trademark application: JPRIME
  15. Apr 17, 2025Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)first_quarter 2025 · $0.1 million
  16. Mar 28, 20258-K
    Shareholder vote resultsItem 5.07
  17. Jan 28, 202510-K
    Annual report (10-K)1 risk factors added, 1 removed
  18. Jan 21, 2025Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)fourth_quarter 2024 · $0.1 million
  19. Jan 26, 202410-K
    Annual report (10-K)0 risk factors added, 1 removed

Peers

Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Voya Financial VOYA$2.2B—Jun 30, 2026
Brighthouse Financial BHF$6.7B—Jun 30, 2026
AXIS Capital AXS$6.7B—Mar 31, 2026
Hanover Insurance THG$6.8B$1.3BJun 30, 2026
CME Group CME$6.8B$4.2BJun 30, 2026
Brown & Brown BRO$6.8B$1.4BJun 30, 2026
Coinbase COIN$6.3B—Jun 30, 2026
Invesco IVZ$6.9B$1.9BJun 30, 2026

Identity

SEC CIK
96223
LEI
549300HOF34RGOJ5YL07
Wikidata
Q6533918

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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