Jefferies Financial (JEF)

Baldwin Enterprise, LLC • BEI Italia Wireless LLC • BEI-Longhorn, LLC • Foursight Capital LLC • Foursight Funding II LLC • Foursight Holding LLC • Foursight Receivables LLC • Gauss Holdings LLC • Gauss LLC • HomeFed LLC ...

IRS number

132615557

JEF stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$90.00

Low target

$83.00

High target

$97.00

Latest filings (excl ownership)

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424B2

Prospectus for primary offering

20 Dec 24

424B2

Prospectus for primary offering

17 Dec 24

424B2

Prospectus for primary offering

17 Dec 24

424B2

Prospectus for primary offering

16 Dec 24

424B2

Prospectus for primary offering

13 Dec 24

424B2

Prospectus for primary offering

13 Dec 24

424B2

Prospectus for primary offering

13 Dec 24

424B2

Prospectus for primary offering

13 Dec 24

424B2

Prospectus for primary offering

12 Dec 24

424B2

Prospectus for primary offering

12 Dec 24

Latest ownership filings

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Financial summary

Financial statements Chart JEF financial data

Quarter (USD)	Aug 24	May 24	Feb 24	Nov 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Nov 23	Nov 22	Nov 21	Nov 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	11.86 bn	11.86 bn	11.86 bn	11.86 bn	11.86 bn	11.86 bn
Cash burn (monthly)	24.73 mm	(no burn)	(no burn)	(no burn)	216.22 mm	163.54 mm
Cash used (since last report)	92.91 mm	n/a	n/a	n/a	812.31 mm	614.42 mm
Cash remaining	11.77 bn	n/a	n/a	n/a	11.05 bn	11.25 bn
Runway (months of cash)	476.0	n/a	n/a	n/a	51.1	68.8

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q1 2024

JEF institutional ownership history Ownership history

53.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	415	378	+9.8%
Opened positions	109	63	+73.0%
Closed positions	72	106	-32.1%
Increased positions	106	94	+12.8%
Reduced positions	114	140	-18.6%

13F shares	Current	Prev Q	Change
Total value	4.62 tn	3.33 tn	+38.9%
Total shares	112.99 mm	88.34 mm	+27.9%
Total puts	167.25 k	135.39 k	+23.5%
Total calls	298.48 k	97.59 k	+205.9%
Total put/call ratio	0.6	1.4	-59.6%

Largest owners	Shares	Value	Change
Vanguard	16.03 mm	$707.09 bn	-8.3%
BLK BlackRock	15.74 mm	$694.26 bn	NEW
Allspring Global Investments	6.11 mm	$269.60 bn	+88.9%
First Pacific Advisors	5.42 mm	$239.04 bn	-0.1%
STT State Street	5.33 mm	$235.03 bn	+1.8%
Dimensional Fund Advisors	4.16 mm	$183.28 bn	NEW
Alliancebernstein	3.25 mm	$143.35 bn	-10.8%
Barrow Hanley Mewhinney & Strauss	3.01 mm	$132.60 bn	-0.6%
Donald Smith & Co.	2.86 mm	$125.97 bn	-12.7%
Geode Capital Management	2.78 mm	$122.78 bn	NEW

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	15.74 mm	+15.74 mm	NEW
Dimensional Fund Advisors	4.16 mm	+4.16 mm	NEW
Allspring Global Investments	6.11 mm	+2.88 mm	+88.9%
Geode Capital Management	2.78 mm	+2.78 mm	NEW
IVZ Invesco	2.25 mm	+2.25 mm	NEW
Norges Bank	0.00	-2.20 mm	EXIT
PFG Principal Financial	1.71 mm	+1.71 mm	NEW
Captrust Financial Advisors	0.00	-1.59 mm	EXIT
Vanguard	16.03 mm	-1.46 mm	-8.3%
Private Management	1.28 mm	+1.28 mm	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

JEF insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
17 Dec 24	Handler Richard B	Common Stock	Sale back to company	Dispose D	No	No	0	36,752	0.00	14,991,630
17 Dec 24	Brian P Friedman	Common Stock	Sale back to company	Dispose D	No	No	0	30,627	0.00	2,364,212
17 Dec 24	Handler Richard B	Common Stock	Grant	Acquire A	No	No	79.19	113,651	9.00 mm	14,896,132
17 Dec 24	Handler Richard B	Common Stock	Grant	Acquire A	No	No	79.19	113,651	9.00 mm	14,782,481
17 Dec 24	Brian P Friedman	Common Stock	Grant	Acquire A	No	No	79.19	113,651	9.00 mm	2,270,560
17 Dec 24	Brian P Friedman	Common Stock	Grant	Acquire A	No	No	79.19	113,651	9.00 mm	2,156,909
16 Dec 24	Handler Richard B	Common Stock	Payment of exercise	Dispose F	No	No	81.22	324,305	26.34 mm	14,667,325
16 Dec 24	Brian P Friedman	Common Stock	Payment of exercise	Dispose F	No	No	81.22	322,459	26.19 mm	2,041,753
16 Dec 24	Handler Richard B	Common Stock	Grant	Acquire A	No	No	0	1,505	0.00	14,668,830
16 Dec 24	Brian P Friedman	Common Stock	Grant	Acquire A	No	No	0	1,505	0.00	2,043,258