Stocks股票 / Financials / JEF
Jefferies · Financials
JEF US listed · USD美股 · 美元
Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, wealth management and asset...Jefferies Group LLC 是一家总部位于纽约市的美国跨国独立投资银行和金融服务公司。该公司为客户提供资本市场和财务咨询服务、机构经纪、证券研究、财富管理和资产管理。
Large cap大盘 · $11B
Financial金融股
Financials
S&P 400标普400中盘
$55.18
+$0.31 · +0.56%
52w low52周低 $34.34high高 $69.78
Neutral — no clear edge中性 — 无明显优势
Trend intact — hold; add on dips toward the 10-day average.趋势完好——持有；可在回调至 10 日均线附近时加仓。
Engine read引擎解读 · 2026-07-21
Price chart价格图表
daily · interactive日线 · 可交互
Open in Terminal打开终端 ↗
Loading chart…图表加载中…
The interactive chart could not load here.互动图表暂时无法在此加载。
Open the live chart in Terminal在终端中打开实时图表 ↗
Candles, volume and moving averages — pan and zoom inside the chart.蜡烛图、成交量与均线 — 图内可缩放拖动。
MMastermind Terminal — live & interactiveMastermind 终端 — 实时互动 ↗
Technicals技术面
daily bars日线数据 · 2026-07-21
Momentum (RSI 14)动量（RSI 14）
52
Neutral zone中性区域
vs 50-day average相对50日均线
+1.2% above上方
Uptrend intact趋势完好
vs 200-day average相对200日均线
+4.0% above上方
Long trend up长期向上
Volatility波动率
87th percentile第87百分位
These readings feed the stance at the top — one source per number, refreshed nightly.以上读数构成页首的引擎立场 — 每个数字只有一个来源，每晚更新。
Earnings财务业绩
next report下次财报 2026-06-24Estimates being cut预期下调
Valuation估值
Looks cheap vs sector相对行业偏便宜| Multiple指标 | JEF | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/B市净率 | 1.08x | 1.51 | |
| P/S市销率 | 1.05x | 2.84 | |
| Shareholder yield股东收益率 | 3.80% | 3.94 |
"Cheaper than" = share of sector peers trading richer on that multiple.「相对便宜」= 行业中该指标估值更高的同行占比。
Financials财务数据
fiscal years财年Revenue营业收入
5-yr growth5年复合增速 9.2%
Earnings per share每股收益
5-yr growth5年复合增速 1.3%
Free cash flow自由现金流
Balance-sheet quality财务体质 3/7
Watch关注
Capital allocation资本配置
Buybacks (TTM)回购（TTM）$58.5M
Stock-based comp股权薪酬$88.2M
Share count change (1y)股数变化（1年）+0.4%
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Quiet — no confirmed driver平静 — 无明确驱动
Technical技术面
UPTREND → NEARING A HIGH上涨趋势 → 接近高点
Ownership & smart money持仓与聪明钱
13FConcentrated ownership集中持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | As of截至 |
|---|---|---|---|---|
| Berkshire Hathaway (Buffett) | B | Holding持有 | 0.0% | 2026-03-31 |
Signal history信号历史
engine events引擎事件
NEARING A HIGH → UPTREND接近高点 → 上涨趋势
HOLD. Day 14 of the cycle, trend intact above a rising 10-day average, weekly still mixed持有。周期第 14 天，趋势完好并位于向上的 10 日均线之上，周线仍为混合
Jul 15, 2026
UPTREND → NEARING A HIGH上涨趋势 → 接近高点
TAKE PROFITS止盈
Jul 15, 2026
JEF daily MACD crossed upJEF 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $57.13.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$57.13。
Jul 14, 2026
JEF reclaimed its 200-day averageJEF 收复200日均线
Price closed back above the 200-day moving average — the classic bull dividing line. $53.96.收盘重回200日均线 — 经典的多头分界线。$53.96。
Jul 13, 2026
NEARING A HIGH → UNCONFIRMED TURN接近高点 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Jul 9, 2026
UNCONFIRMED TURN → NEARING A HIGH未确认转向 → 接近高点
TAKE PROFITS止盈
Jul 8, 2026
Golden cross on JEFJEF 金叉
The 50-day average crossed above the 200-day — a slow, widely-watched bullish trend signal. $51.10.50日均线上穿200日均线 — 一个滞后但广受关注的看多趋势信号。$51.10。
Jul 7, 2026
BOTTOMING → UNCONFIRMED TURN筑底中 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Jul 7, 2026
JEF lost its 200-day averageJEF 跌破200日均线
Price closed below the 200-day moving average — the classic bear dividing line. $52.81.收盘跌破200日均线 — 经典的空头分界线。$52.81。
Jul 6, 2026
UNCONFIRMED TURN → BOTTOMING未确认转向 → 筑底中
BUY SETUP买入预备
Jul 6, 2026
JEF reclaimed its 200-day averageJEF 收复200日均线
Price closed back above the 200-day moving average — the classic bull dividing line. $54.84.收盘重回200日均线 — 经典的多头分界线。$54.84。
Jul 6, 2026
JEF StochRSI turned up from oversoldJEF StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $54.84.StochRSI重回20上方 — 下行动量趋缓的最早预警。$54.84。
Showing the last 15 of显示最近15条，共 238 signals条信号
Company profile公司档案
Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, wealth management and asset...Jefferies Group LLC 是一家总部位于纽约市的美国跨国独立投资银行和金融服务公司。该公司为客户提供资本市场和财务咨询服务、机构经纪、证券研究、财富管理和资产管理。
Style DNA — how it trades vs the market风格基因 — 相对市场的交易特征
Value价值
Above market高于市场
Investment资本投入
Below market低于市场
Shareholder payout股东回报
Below market低于市场
Low volatility低波动
Below market低于市场
Low market beta低市场敏感度
Below market低于市场
Short interest空头兴趣
Below market低于市场
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Statistics — full detail统计数据 — 完整明细
Valuation vs sector估值对比行业
| Multiple指标 | This stock本股 | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| Price / Book市净率 | 1.1× | 1.5× | 83% |
| Price / Sales市销率 | 1.1× | 2.8× | 85% |
| Shareholder yield股东综合回报率 | 3.8% | 3.9% | 47% |
Relative strength相对强度
vs market, 1 month相对大盘（1个月）
56/100 — middle of the pack居中
vs market, 3 months相对大盘（3个月）
77/100 — stronger than most强于多数
vs market, 6 months相对大盘（6个月）
22/100 — weaker than most弱于多数
vs market, 12 months相对大盘（12个月）
36/100 — middle of the pack居中
Rank in sector行业内排名
#156 / 252
0–100 percentile of total return vs all covered stocks.总回报在全部覆盖股票中的百分位（0–100）。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | +4.9% | -0.9% |
| 1 Month近1月 | -11.1% | -0.6% |
| 3 Months近3月 | +16.8% | +5.4% |
| 6 Months近6月 | -9.6% | +8.6% |
| Year to date年初至今 | -11.7% | +8.9% |
| 1 Year近1年 | +1.0% | +19.2% |
| 3 Years近3年 | +63.1% | +69.9% |
Trading information交易信息
Beta vs market贝塔
1.82
Volatility rank波动率分位
87th pctile
Short interest空头占比
2.2% of float
Market cap市值
$11B
Off 52-week high距52周高点
-19.8%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Financials — full detail财务数据 — 完整明细
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $7.0B | $9.0B | $7.1B | $7.4B | $10.5B | $10.8B |
| EPS每股收益 | $2.65 | $6.13 | $3.06 | $1.10 | $2.99 | $2.83 |
| Free cash flow自由现金流 | — | — | $1.6B | $-1.9B | $-391M | $-1.7B |
| Gross margin毛利率 | 95.1% | 94.8% | 93.8% | 99.6% | 98.0% | 98.2% |
| Net margin净利率 | 11.1% | 18.4% | 10.9% | 3.5% | 6.8% | 6.3% |
| FCF margin自由现金流利润率 | — | — | 22.1% | -26.0% | -3.7% | -15.7% |
Latest fiscal year最近财年
Revenue (FY)营业收入（财年）
$10.8B
Total assets总资产
$76.0B
Shareholder equity股东权益
$10.6B
Dividends paid股息支出
$374M
Buybacks股票回购
$59M
Shares outstanding总股本
0.21B
Returns & growth回报与增长
Asset growth资产增速
+18.1%
Accounting quality checks会计质量检查
- Earnings quality: accruals trending up over 6 fiscal years — earnings increasingly not cash-backed盈利质量：应计利润在 6 个财年间走高——盈利的现金支撑减弱
- Pricing power: gross margin +3.1pts over 6 years定价能力：毛利率 6 年上升 3.1 个百分点
- Capital discipline: investment near the peer median资本纪律：投资力度接近同业中位
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Technicals — full detail技术面 — 完整明细
Indicator readings指标读数
RSI (14-day)RSI（14日）
52
RSI (2-day)RSI（2日）
50
vs 20-day average相对20日均线
+2.3%
vs 50-day average相对50日均线
+1.2%
vs 200-day average相对200日均线
+4.0%
Golden cross (50>200)金叉（50>200）
in effect生效中
MACDMACD
above signal位于信号线上方
Timeframe alignment多周期共振
Daily日线
momentum up动能向上
3-day3日线
momentum down动能向下
Weekly周线
momentum up动能向上
When daily through monthly point the same way, moves carry further.当日线到月线方向一致时，行情往往更有延续性。
Volatility regime波动状态
Range state波幅状态
expanding — range opening up扩张中 — 波幅放大
Range width percentile波幅宽度分位
75/100
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Earnings — full detail财务业绩 — 完整明细
Estimate revisions预期修正
Analysts covering覆盖分析师
3
Estimate direction预期调整方向
mostly cutting多数下调
Estimate change, 90 days预期变化（90天）
-0.6%
Net upgrades, 30 days净上调（30天）
-1
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Ownership — full detail持仓 — 完整明细
Tracked funds holding it跟踪基金持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | Position市值 |
|---|---|---|---|---|
| Berkshire Hathaway (Buffett) | B | Holding持有 | 0.0% | $18M |
Fund positioning基金持仓概览
Tracked funds in the name持有该股的跟踪基金
1
Buying vs selling买入vs卖出
0 : 0
Quarterly trend季度趋势
{'direction': 'distributing', 'n_quarters': 14, 'holders_first': 1, 'holders_last': 0, 'holders_delta': -1, 'value_change_pct': -100.0, 'from_period': '2023-03-31', 'to_period': '2026-06-30', 'available_on': '', 'available_on_first': '2023-05-15', 'holders_series': [1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 0]}{'direction': 'distributing', 'n_quarters': 14, 'holders_first': 1, 'holders_last': 0, 'holders_delta': -1, 'value_change_pct': -100.0, 'from_period': '2023-03-31', 'to_period': '2026-06-30', 'available_on': '', 'available_on_first': '2023-05-15', 'holders_series': [1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 0]}
Insiders & shorts内部人与空头
Short interest空头占流通盘
2.2%
Days to cover回补天数
1.2
Short interest change空头变化
-6.7%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Seasonality — full detail季节性 — 完整明细
Strongest month最强月份
May · 100%
Weakest month最弱月份
Jan · 33%
Month by month逐月统计
| Month月份 | Closed higher收涨占比 | Median move中位涨跌 | Years年数 |
|---|---|---|---|
| Jan1月 | 33% | -0.8% | 3 |
| Feb2月 | 33% | -14.1% | 3 |
| Mar3月 | 33% | -5.7% | 3 |
| Apr4月 | 33% | -2.1% | 3 |
| May5月 | 100% | +8.5% | 3 |
| Jun6月 | 75% | +7.1% | 4 |
| Jul7月 | 100% | +10.6% | 4 |
| Aug8月 | 67% | +3.5% | 3 |
| Sep9月 | 100% | +2.8% | 3 |
| Oct10月 | 33% | -12.6% | 3 |
| Nov11月 | 100% | +10.8% | 3 |
| Dec12月 | 67% | +7.6% | 3 |
History is a tendency, not a promise — small samples wobble.历史规律只是倾向而非保证 — 样本少时波动大。
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。