JEF (Jefferies Financial Group) Institutional Ownership: 76.32% (As of Jul. 22, 2026)

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JEF Jefferies Financial Group Inc JEF
88 GF Score
Price $55.96
GF Value $63.49
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Jefferies Financial Group Institutional Ownership?

Jefferies Financial Group JEF -1.37% 88 Institutional Ownership is 76.32% as of Jul. 22, 2026. GuruFocus rates JEF with a GF Score™ of 88/100 and a GF Value™ of $63.49 (Modestly Undervalued). The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Jefferies Financial Group's institutional ownership is 76.32%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Jefferies Financial Group's Insider Ownership is 18.73%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Jefferies Financial Group's Float Percentage Of Total Shares Outstanding is 71.30%.

Jefferies Financial Group Institutional Ownership Historical Data

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The historical data trend for Jefferies Financial Group's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Jefferies Financial Group Institutional Ownership Chart

Jefferies Financial Group Historical Data

The historical data trend for Jefferies Financial Group can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 51.28 49.72 48.99 47.21 47.55 47.22 38.74 39.07 39.05 33.84
JEF
88GF Score
Jefferies Financial Group Inc JEF
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Jefferies Financial Group Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 76.32% mean?
Jefferies Financial Group (JEF) has a Institutional Ownership of 76.32% as of Jul. 22, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Jefferies Financial Group and its competitors.
Is Jefferies Financial Group's Institutional Ownership too high?
Jefferies Financial Group's current Institutional Ownership is 76.32%. Overall, Jefferies Financial Group has a GF Score™ of 88/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Jefferies Financial Group's Institutional Ownership compare to HLI and SF?
Jefferies Financial Group's Institutional Ownership of 76.32% can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Capital Markets company?
A good Institutional Ownership depends on the Capital Markets industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Jefferies Financial Group and its competitors. Jefferies Financial Group's current Institutional Ownership is 76.32%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jefferies Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Jefferies Financial Group (JEF) is currently considered Modestly Undervalued. The stock's GF Value™ is $63.49, compared to a current price of $55.96 — trading 11.9% below its estimated fair value. The current Institutional Ownership is 76.32%. Jefferies Financial Group's overall GF Score™ is 88/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Jefferies Financial Group (JEF), the current Institutional Ownership is 76.32% as of Jul. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Jefferies Financial Group (JEF) Overvalued in 2026?

Based on GuruFocus' analysis, Jefferies Financial Group stock appears to be undervalued. The current stock price of $55.96 is trading 11.9% below its estimated GF Value™ of $63.49. GuruFocus considers Jefferies Financial Group to be Modestly Undervalued.

Key valuation signals for JEF:

  • Institutional Ownership: 76.32%
  • GF Value™: $63.49 vs. price of $55.96 (11.9% below fair value)
  • GF Score™: 88/100 with 3 warning signs

No single metric tells the full story. See the JEF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Jefferies Financial Group Business Description

Other Exchanges LN3:Germany
Address 520 Madison Avenue, New York, NY, USA, 10022
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.
88GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$55.96
Price
$63.49
GF Value