
Congress trades
Jefferies Financial Group Inc. (JEF)
NYSE · Financial Services · 14 congress trades · last filed 6 years ago
About Jefferies Financial Group Inc.
from the company's filings and listing, as of Oct 20, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Chief executive
- Richard Brian Handler
- Employees
- 7,371
- Listed since
- -
- Market value
- $8.2B
- Price to earnings (12 mo)
- 11.2
- Net income per share, as reported (12 mo)
- $4.72
- Dividend yield
- 3.67%
Earnings
6 reported quarters · next on Jan 6, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Sep 28, 2026 | $1.08 | $1.00 | $2.2B | $2.2B | EPS beatRevenue in line |
| Q2 FY2026reported Jun 24, 2026 | $1.03 | $1.16 | $2.2B | $2.3B | EPS missRevenue miss |
| Q1 FY2026reported Mar 25, 2026 | $0.72 | $0.89 | $2.0B | $2.0B | EPS missRevenue beat |
| Q4 FY2025reported Jan 7, 2026 | $0.89 | $0.88 | $2.1B | $2.0B | EPS beatRevenue beat |
| Q3 FY2025reported Sep 29, 2025 | $1.05 | $0.80 | $2.9B | n/a | EPS beatRevenue n/a |
| Q2 FY2025reported Jun 25, 2025 | $0.43 | $0.44 | $2.5B | n/a | EPS missRevenue n/a |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A figure or flag reads n/a when a number is missing, or when the figure failed our check against the company's other quarters, its own filings and its share splits, and was left out. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Feb 23, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Brian P. FriedmanPresident | $1.0M | $17.2M | $10.5M | $28.7M |
| Richard B. HandlerChief Executive Officer | $1.0M | $17.2M | $10.2M | $28.4M |
| Michael J. SharpExecutive Vice President and General Counsel | $1.0M | $4.8M | $4.0M | $9.8M |
| Matthew S. LarsonExecutive Vice President and Chief Financial Officer | $1.0M | $4.8M | $3.0M | $8.8M |
| Joseph S. SteinbergChairman of the Board | $811K | $0 | $502K | $1.3M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $834.9M | 16,705,627 | -4.8% | 7.76% |
| AQR Capital Management LLCCliff Asness | $421.2M | 8,426,996 | +59.5% | 3.91% |
| Vanguard Portfolio Management LLC | $355.3M | 7,109,182 | -9.1% | 3.30% |
| Vanguard Capital Management LLC | $334.5M | 6,692,873 | -0.3% | 3.11% |
| Sumitomo Mitsui Financial Group, Inc. | $321.3M | 6,429,337 | -30.5% | 2.99% |
| State Street Corp | $248.1M | 4,964,406 | +1.5% | 2.31% |
| Massachusetts Mutual Life Insurance Co | $232.6M | 4,654,362 | 0.0% | 2.16% |
| Two Sigma Investments, LP | $160.2M | 3,205,077 | +13.5% | 1.49% |
| Geode Capital Management, LLC | $148.8M | 2,977,314 | -2.3% | 1.38% |
| Morgan Stanley | $144.8M | 2,898,045 | +3.0% | 1.35% |
| Dimensional Fund Advisors LP | $143.3M | 2,866,541 | +7.5% | 1.33% |
| D. E. Shaw & Co., Inc. | $139.4M | 2,788,432 | +6.5% | 1.30% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding JEF
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Freestone Grove Partners | $79.5M | 1,591,384 | 0.5% |
| Warren BuffettBerkshire Hathaway | $21.7M | 433,558 | n/a |
2 of the 97 fund managers we track list JEF shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Congress trades in JEF
14 disclosures of 14 on record · median 25d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +241.1%After the saleS&P 500 +186.7% · +54.4 pts vs S&P 500 | Apr 7, 2020 | May 13, 2020 | 36d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +222.9%After the saleS&P 500 +217.3% · +5.6 pts vs S&P 500 | Mar 18, 2020 | Apr 16, 2020 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +138.9%After the saleS&P 500 +153.5% · -14.6 pts vs S&P 500 | Oct 21, 2019 | Nov 12, 2019 | 22d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +135.6%S&P 500 +164.1% · -28.5 pts vs S&P 500 | Aug 12, 2019 | Sep 11, 2019 | 30d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +150.2%After the saleS&P 500 +177.1% · -26.9 pts vs S&P 500 | Jun 3, 2019 | Jul 11, 2019 | 38d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +144.8%After the saleS&P 500 +171.4% · -26.7 pts vs S&P 500 | May 28, 2019 | Jun 11, 2019 | 14d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +139.1%After the saleS&P 500 +170.7% · -31.5 pts vs S&P 500 | Mar 26, 2019 | Apr 11, 2019 | 16d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +119.8%S&P 500 +185.2% · -65.4 pts vs S&P 500 | Jan 18, 2019 | Feb 12, 2019 | 25d |
| Ro Khanna | Stock | Exchange | Not captured | n/a | Feb 5, 2019 | Feb 12, 2019 | 7d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +154.5%S&P 500 +199.5% · -45.0 pts vs S&P 500 | Dec 17, 2018 | Jan 11, 2019 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +103.0%After the saleS&P 500 +160.7% · -57.6 pts vs S&P 500 | Oct 2, 2018 | Nov 9, 2018 | 38d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +106.4%After the saleS&P 500 +171.1% · -64.7 pts vs S&P 500 | Oct 17, 2018 | Nov 9, 2018 | 23d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +97.4%S&P 500 +160.3% · -62.9 pts vs S&P 500 | Sep 25, 2018 | Oct 10, 2018 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +101.6%After the saleS&P 500 +173.1% · -71.5 pts vs S&P 500 | Jun 15, 2018 | Jul 11, 2018 | 26d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in JEF, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 19, 20261 member reports a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| J. French Hill | Republican · House | $15,001 - $50,000 | 0.1% |
Estimate, as of Oct 19, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded JEF?
Ro Khanna and Gilbert Ray Cisneros, Jr. disclosed JEF transactions in the filings shown here.
Which members of Congress hold JEF?
1 member of Congress reports a position in JEF in the estimate we hold as of Oct 19, 2026. The estimated position belongs to J. French Hill. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are JEF trades disclosed?
Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
