Jefferies Financial Group Inc. (NYSE: JEF) reported third-quarter net revenues of $2.22 billion and net earnings attributable to common shareholders of $260.6 million for the three months ended August 31, 2026. Diluted earnings per voting common share were $1.08.
Investment banking net revenues rose 17% year over year to $1.33 billion, while capital markets net revenues increased 11% to $802 million. The company said equities generated record quarterly net revenues of $626 million.
- Total revenues were $3.23 billion, while total net revenues were $2.22 billion.
- Advisory net revenues reached a record $818 million, up 25% from the prior-year quarter.
- Equity underwriting net revenues increased 69% year over year to $306 million.
- Fixed income net revenues fell 26% year over year to $176 million.
- Jefferies repurchased 1.3 million shares for $70 million during the quarter and declared a $0.40 quarterly cash dividend.
- Year-to-date net earnings attributable to common shareholders were $639.7 million, or $2.79 per diluted voting common share.
$JEF Insider Trading Activity
$JEF insiders have traded $JEF stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $JEF stock by insiders over the last 6 months:
- MITSUI FINANCIAL GROUP, INC. SUMITOMO has made 2 purchases buying 12,335,879 shares for an estimated $628,739,636 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$JEF Hedge Fund Activity
We have seen 282 institutional investors add shares of $JEF stock to their portfolio, and 331 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. removed 3,972,352 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $163,938,967
- EMINENCE CAPITAL, LP removed 3,812,615 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $157,346,621
- AQR CAPITAL MANAGEMENT LLC added 3,144,305 shares (+59.5%) to their portfolio in Q2 2026, for an estimated $157,152,363
- SUMITOMO MITSUI FINANCIAL GROUP, INC. removed 2,817,744 shares (-30.5%) from their portfolio in Q2 2026, for an estimated $140,830,845
- BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 2,405,168 shares (-48.6%) from their portfolio in Q2 2026, for an estimated $120,210,296
- JPMORGAN CHASE & CO added 1,882,582 shares (+inf%) to their portfolio in Q2 2026, for an estimated $94,091,448
- D. E. SHAW & CO., INC. added 1,681,362 shares (+151.9%) to their portfolio in Q2 2026, for an estimated $84,034,472
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
