Jefferies Financial Group is a full-service investment banking and capital markets firm that was founded in 1962. After nearly 30 years of focusing on institutional trading services, it entered the investment banking industry in the early 1990s, which ultimately grew into the core business. In 2013, Jefferies merged with Leucadia, a manufacturing-focused holding company. Since merging, Jefferies became the core of the combined business as the bulk of the legacy portfolio was sold off and the parent company was renamed to match the subsidiary. Within the investment banking landscape, Jefferies predominately serves the North American middle market and has captured considerable market share over the past decade.
Evercore Inc.
Goldman Sachs Group Inc.
Stifel Financial Corp.
Piper Sandler Companies
Morgan Stanley
MOELIS & COMPANY
KKR & Co. Inc.
Citizens Financial Group, Inc.
Lazard, Inc.
Equitable Holdings, Inc.
The chart shows the growth of an initial investment of $10,000 in Jefferies Financial Group Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Jefferies Financial Group Inc. (JEF) has returned -32.98% so far this year and 2.97% over the past 12 months. Looking at the last ten years, JEF has achieved an annualized return of 5.96%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Jefferies Financial Group Inc. (JEF) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.61% | -26.51% | -5.04% | -0.67% | ||||||||
| 2025 | -2.42% | -10.76% | -19.36% | -12.43% | 2.99% | 13.14% | 5.99% | 15.82% | 2.67% | -18.52% | 9.51% | 8.81% |
| 2024 | 1.67% | 2.47% | 5.73% | -2.40% | 8.16% | 6.32% | 16.94% | 2.32% | 3.43% | 4.29% | 23.21% | -1.57% |
| 2023 | 13.43% | -2.55% | -15.79% | 1.39% | -6.38% | 9.58% | 10.51% | -2.75% | 1.95% | -11.96% | 10.03% | 14.54% |
| 2022 | -6.67% | -3.53% | -6.25% | -7.38% | 6.58% | -15.74% | 19.00% | -0.47% | -7.17% | 15.47% | 9.54% | -9.67% |
| 2021 | -6.38% | 22.89% | 1.21% | 6.77% | -1.68% | 5.07% | -3.15% | 10.59% | 0.03% | 15.31% | -13.23% | 0.96% |
| 2020 | 0.70% | -10.49% | -31.13% | 6.27% | 9.41% | 5.00% | 4.05% | 7.81% | 3.33% | 7.97% | 14.39% | 5.99% |
| 2019 | 21.34% | -2.92% | -7.94% | 8.21% | -14.18% | 8.83% | 9.16% | -12.61% | 1.25% | 10.70% | 1.76% | |
| 2018 | -6.30% | 2.62% | 7.49% | -3.93% | -5.43% | -2.54% | 1.72% | -21.55% |
The charts below present risk-adjusted performance metrics for Jefferies Financial Group Inc. (JEF) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of JEF compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Jefferies Financial Group Inc. volatility is 3.74%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 76.01B | 57.91B | 51.06B | 60.40B | 53.12B | 49.46B | 36.29B | 34.97B |
| Temporary Equity (USD) | 406.00K | 406.00K | 6.46M | 25.40M | 24.68M | 26.61M | - | - |
| Equity Attributable To Parent (USD) | 10.57B | 9.71B | 10.23B | 10.55B | 9.40B | 9.58B | 3.44B | 3.22B |
| Equity Attributable To Noncontrolling Interest (USD) | 67.51M | 92.31M | 62.63M | 25.89M | 34.63M | 21.98M | 346.74M | 312.66M |
| Equity (USD) | 10.64B | 9.80B | 10.30B | 10.58B | 9.44B | 9.60B | 3.78B | 3.54B |
| Redeemable Noncontrolling Interest, Other (USD) | - | - | 6.50M | 25.40M | 24.70M | 26.60M | - | - |
| Redeemable Noncontrolling Interest (USD) | 406.00K | 406.00K | 6.46M | 25.40M | 24.68M | 26.61M | - | - |
| Long-term Debt (USD) | 15.90B | 9.70B | 8.77B | 9.13B | 8.35B | 8.34B | 4.80B | 4.61B |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 65.37B | 48.10B | 40.63B | 49.67B | 43.53B | 39.71B | 32.51B | 31.43B |
| Liabilities (USD) | 65.37B | 48.10B | 40.63B | 49.67B | 43.53B | 39.71B | 32.51B | 31.43B |
| Intangible Assets (USD) | 202.58M | 196.92M | 139.46M | 152.40M | 167.15M | 182.95M | - | - |
| Fixed Assets (USD) | - | - | - | - | - | 385.00M | 185.99M | 175.14M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 76.01B | 57.91B | 51.06B | 60.40B | 53.12B | 49.46B | 36.29B | 34.97B |
| Assets (USD) | 76.01B | 57.91B | 51.06B | 60.40B | 53.12B | 49.46B | 36.29B | 34.97B |
Nike stock plunged 15% in March due to a combination of macroeconomic headwinds from the Iran war, consumer discretionary sector weakness, organizational restructuring with $300 million in severance charges, and concerns about potential Converse divestiture. The stock fell an additional 15.5% following disappointing Q3 earnings. Nike faces challenges including tariffs, weak Chinese market performance, and declining profits, with recovery dependent on returning to profit growth.
Bitcoin, currently trading around $66,957 after declining from its October 2025 peak of $126,000, could experience a $20,000 swing (29% move) based on three catalysts: expanding global money supply and liquidity (bullish), quantum computing threats and resistance upgrades (mixed), and Middle East geopolitical tensions affecting oil prices and risk appetite (bearish). Historical patterns suggest liquidity increases could drive prices toward $90,000, while escalating conflict could push prices down to $50,000 or trigger a prolonged downturn.
Cathie Wood and Ark Invest argue that fears over quantum computers breaking Bitcoin's cryptography are overblown. While quantum computers are advancing, they remain years away from posing a real threat to Bitcoin. Developers are already working on post-quantum cryptography solutions, and only a fraction of Bitcoin supply is actually at risk. The 'quantum threat' is characterized as fear-mongering similar to Y2K panic.
Two fintech stocks, SoFi Technologies and Upstart, have declined significantly year-to-date but present potential doubling opportunities within 5 years. SoFi, down 33% YTD, maintains robust growth with 30% projected revenue growth for 2026 and trades at attractive valuations. Upstart, down 37% YTD, could be transformed by its pending national bank charter application, which would enable deposit-taking and direct lending capabilities, creating new revenue streams.
Despite Bitcoin's 40% price decline from its October 2025 peak and widespread investor pessimism, the author argues the cryptocurrency's core value proposition remains intact. The article addresses concerns about Bitcoin failing to act as a safe-haven asset like gold during economic turmoil and quantum computing threats, concluding that neither concern justifies panic given Bitcoin's fixed supply of 21 million coins and ongoing security improvements.
Signet Jewelers is positioned as a buy for 2026 due to its product mix revolution centered on lab-grown diamonds, which now account for 40% of bridal band sales and 15% of fashion jewelry revenue. The company reported $6.8 billion in revenue for fiscal 2026 with same-store sales growth and strong free cash flow yield of 16%. With only 5% market share in the $43 billion fashion jewelry market, significant growth potential exists. However, risks include potential consumer spending softness, gold price pressures, and execution challenges with the new CEO's reorganization strategy.
UPS stock dropped 4.9% as oil prices surged above $100 per barrel due to Middle East conflict, pressuring transportation stocks. Despite the short-term headwind, analysts view this as a potential buying opportunity for long-term investors, citing UPS's valuable infrastructure and expected revenue growth in 2026. Jefferies recently raised its price target to $135, representing 38% upside.
Atlassian stock surged 4.1% after Jefferies analyst Brent Thill initiated coverage with a buy rating. Despite a 73% decline over the past 52 weeks, Thill argues that AI-generated code will increase demand for IT collaboration tools, positioning Atlassian to grow 20% annually. Trading at a 14.5x price-to-free cash flow ratio with strong fundamentals, the analyst views the stock as undervalued.
Upstart, an AI-powered fintech lending platform, has underperformed since its IPO with volatile stock performance and struggles due to rising interest rates and management uncertainty. The article recommends Jefferies Financial Group as a better alternative, citing strong M&A activity tailwinds, reasonable valuation metrics, and 42% upside potential from Wall Street analysts.
SOLV Energy, a leading infrastructure services provider to the power industry, priced its IPO at $25.00 per share for 20.5 million shares, with an additional 3.075 million share option for underwriters. The company will begin trading on Nasdaq under ticker 'MWH' on February 11, 2026, with closing expected February 12, 2026.