Jefferies Financial Group (JEF)
Financials · Investment Banking and Capital Markets
A full-service investment banking and capital markets firm complemented by a growing alternative asset management platform, serving corporations, financial sponsors, and institutional investors globally.
What Jefferies Financial Group does
Jefferies Financial Group is a U.S.-headquartered global investment banking and capital markets firm providing investment banking, capital markets, and alternative asset management services. The company operates through two main segments: Investment Banking and Capital Markets (offering underwriting, financial advisory, equities and fixed income services) and Asset Management (providing alternative investment management and holding investments in public securities and private companies). Founded in 1962, with international presence in London and Hong Kong, Jefferies serves public and private companies, financial sponsors, institutional investors, and government entities globally.
Themes: ["Investment banking / M&A advisory","Capital markets / equities and fixed income","Alternative asset management","Prime brokerage","Corporate lending and real estate finance"]
Fundamentals
- Price$52.46 as of 2026-07-09 close
- Market cap$10.8B as of 2026-07-10
- 1-year return-6.5% as of 2026-07-09 close
- P/E14.53 as of 2026-07-10
- Net margin+6.6% as of 2026-07-10
- Gross margin+63.0% as of 2026-07-10
- ROE+7.1% as of 2026-07-10
- Debt / equity3.29 as of 2026-07-10
- Revenue growth (YoY)+7.5% as of 2026-07-10
- Revenue CAGR (3y)+14.8% SEC XBRL
- Beta1.54 as of 2026-07-10
Dividend: yield +3.1%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Exposure to capital markets volatility and trading revenues that fluctuate with market conditions and client activity","Dependence on investment banking deal flow and completion, which can be impacted by economic and market uncertainties","Regulatory and compliance risks as a global financial services firm operating across multiple jurisdictions"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.