Jefferies Financial Ownership

JEF Stock  USD 44.60  0.01  0.02%   
Jefferies Financial Group has a total of 212.04 Million outstanding shares. Over half of Jefferies Financial's outstanding shares are owned by outside corporations. These outside corporations are typically referred to as corporate investors that purchase positions in a given instrument to benefit from reduced trade commissions. Consequently, these institutions are subject to different rules and regulations than regular investors in Jefferies Financial Group. Please watch out for any change in the institutional holdings of Jefferies Financial as this could mean something significant has changed or is about to change at the company. Please note that no matter how many assets the company holds, if the real value of the firm is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
224.6 M
Current Value
225.3 M
Avarage Shares Outstanding
229.6 M
Quarterly Volatility
72.2 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Jefferies Financial in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Jefferies Financial, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Jefferies Financial's Dividends Paid is most likely to increase significantly in the upcoming years. The Jefferies Financial's current Dividend Payout Ratio is estimated to increase to 0.72, while Dividend Yield is projected to decrease to 0.01. The Jefferies Financial's current Common Stock Shares Outstanding is estimated to increase to about 251.3 M, while Net Income Applicable To Common Shares is projected to decrease to roughly 249.9 M.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jefferies Financial Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.

Jefferies Stock Ownership Analysis

About 22.0% of the company shares are held by company insiders. The company has price-to-book ratio of 0.91. Some equities with similar Price to Book (P/B) outperform the market in the long run. Jefferies Financial has Price/Earnings To Growth (PEG) ratio of 0.66. The entity last dividend was issued on the 17th of May 2024. The firm had 1046:1000 split on the 17th of January 2023. Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York. Jefferies Financial operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 5347 people. To learn more about Jefferies Financial Group call Richard Handler at 212 284 2300 or check out https://www.jefferies.com.
Besides selling stocks to institutional investors, Jefferies Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Jefferies Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Jefferies Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Jefferies Financial Quarterly Liabilities And Stockholders Equity

60.93 Billion

Jefferies Financial Insider Trades History

About 22.0% of Jefferies Financial Group are currently held by insiders. Unlike Jefferies Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Jefferies Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Jefferies Financial's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Jefferies Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Jefferies Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Jefferies Financial Group backward and forwards among themselves. Jefferies Financial's institutional investor refers to the entity that pools money to purchase Jefferies Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Norges Bank2023-12-31
2.2 M
Amvescap Plc.2023-12-31
2.1 M
Citadel Advisors Llc2023-09-30
M
Jpmorgan Chase & Co2023-12-31
1.9 M
Northern Trust Corp2023-12-31
1.8 M
Millennium Management Llc2023-12-31
1.8 M
Beck, Mack & Oliver Llc2023-12-31
1.7 M
Captrust Financial Advisors2023-12-31
1.6 M
Arrowstreet Capital Limited Partnership2023-12-31
1.5 M
Vanguard Group Inc2023-12-31
17.5 M
Blackrock Inc2023-12-31
15.8 M
Note, although Jefferies Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Jefferies Financial Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Jefferies Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Jefferies Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Jefferies Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Jefferies Financial Corporate Filings

23rd of April 2024
Prospectus used primarily for registering securities for public sale.
ViewVerify
17th of April 2024
Other Reports
ViewVerify
15th of April 2024
Other Reports
ViewVerify
8K
12th of April 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
When determining whether Jefferies Financial is a strong investment it is important to analyze Jefferies Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Jefferies Financial's future performance. For an informed investment choice regarding Jefferies Stock, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jefferies Financial Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.
Note that the Jefferies Financial information on this page should be used as a complementary analysis to other Jefferies Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.

Complementary Tools for Jefferies Stock analysis

When running Jefferies Financial's price analysis, check to measure Jefferies Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jefferies Financial is operating at the current time. Most of Jefferies Financial's value examination focuses on studying past and present price action to predict the probability of Jefferies Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jefferies Financial's price. Additionally, you may evaluate how the addition of Jefferies Financial to your portfolios can decrease your overall portfolio volatility.
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Commodity Directory
Find actively traded commodities issued by global exchanges
Is Jefferies Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Jefferies Financial. If investors know Jefferies will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Jefferies Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.212
Dividend Share
1.2
Earnings Share
1.25
Revenue Per Share
22.626
Quarterly Revenue Growth
0.354
The market value of Jefferies Financial is measured differently than its book value, which is the value of Jefferies that is recorded on the company's balance sheet. Investors also form their own opinion of Jefferies Financial's value that differs from its market value or its book value, called intrinsic value, which is Jefferies Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Jefferies Financial's market value can be influenced by many factors that don't directly affect Jefferies Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Jefferies Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jefferies Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jefferies Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.