JEF
Jefferies Financial Group Inc.Financial Services · $9.6B market cap
Verdict
Share price
$45.97
close of Oct 3, 2026
Fair value
$41.02
Sticker Price
Payback Price
$16.41
buy price
JEF is Overpriced: at $45.97 it trades 12% above its fair value of $41.02. Its buy price (Payback Price) is $16.41, 64% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Justified P/B (Financials). A bank or insurer. These are best valued on their book value and how much they earn on it.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold JEF. In Q1 2026, 1 added. Who we track
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$135.2M
2,704,265 shares
Steven Check
Check Capital Management · as of Q2 2026
$34.3M
685,910 shares
Warren Buffett
Berkshire Hathaway Inc · as of Q2 2026
$21.7M
433,558 shares
Francis Chou
Chou Associates · as of Q2 2026
$7.5M
149,237 shares
Moves in Q1 2026
Added: Francis Chou
Insider activity
Since May 1, 2026: 3 open-market purchases worth $995.3M and 12 other filings (stock awards, tax withholding and similar). Why purchases matter
Purchases
SUMITOMO MITSUI FINANCIAL GROUP, INC.
director · 2026-07-15
Bought
$318.7M
SUMITOMO MITSUI FINANCIAL GROUP, INC.
director · 2026-07-15
Bought
$324.0M
SUMITOMO MITSUI FINANCIAL GROUP, INC.
director · 2026-05-01
Bought
$352.5M
Other filings
BEYER ROBERT D
director · 2026-08-28
Award
$27K
O Kane Michael T
director · 2026-08-28
Award
$29K
Ellis-Kirk Matrice
director · 2026-08-28
Award
$9K
Weiler Melissa
director · 2026-08-28
Award
$9K
Sharp Michael J.
EVP and General Counsel · 2026-08-28
Award
$40K
Show all 12 other filingsShow fewer
Larson Matthew Scott
EVP, CFO · 2026-08-28
Award
$40K
FRIEDMAN BRIAN P
President · 2026-08-28
Award
$1.5M
HANDLER RICHARD B
CEO · 2026-08-28
Award
$4.0M
FRIEDMAN BRIAN P
President · 2026-08-07
G-Gift
81,734 shares
SUMITOMO MITSUI FINANCIAL GROUP, INC.
director · 2026-07-10
Option exercise
3,769,500 shares
SUMITOMO MITSUI FINANCIAL GROUP, INC.
director · 2026-06-30
Option exercise
55,125 shares
SUMITOMO MITSUI FINANCIAL GROUP, INC.
director · 2026-06-30
Option exercise
27,562,500 shares
About Jefferies Financial Group Inc.
Jefferies Financial Group Inc. operates as a diversified global financial services firm, primarily focused on investment banking, capital markets, and asset management. Its extensive operations span the Americas, Europe, the Middle East, Africa, and Asia. The company organizes its activities into distinct segments: Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate. Jefferies…
Financial - Capital Markets
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works