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Other · S&P 500 · data as of 2026-10-05

JEF stock analysis: JEF

JEF (JEF) is an S&P 500 company in Other. It grades weakest on momentum.

The model's view of JEF · subscribers

Where JEF ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with JEF · updated 2026-10-05 · from prices and SEC filings

JEF price performance

JEF against the S&P 500, one year
-40%-20%+0%+20%S&P 500 +18%JEF -29%2025-09-292026-10-05
Year to date-24.3%S&P 500 +14.5% · behind by 38.8 pts
1 year-24.3%S&P 500 +17.0% · behind by 41.3 pts
3 years+41.0%S&P 500 +89.3% · behind by 48.2 pts
5 years+45.5%S&P 500 +91.3% · behind by 45.9 pts

Total returns with dividends reinvested.

JEF factor grades

Each grade compares JEF with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

–Value
–GrowthRevenue growth +14% (industry +8%)
BProfitability
D+Momentum12-month change -24%From 52-wk high -29%

JEF in plain numbers

JEF key statistics

SectorOther
Industryn/a
IndexS&P 500
Market valuen/a
Revenue growth (y/y)+14%
Free-cash-flow yieldn/a
Dividend yield3.5%
Next earnings (expected)2027-01-06
Valuation measures
Financial highlights
Revenue, last 12 months$11.8B
Net income, last 12 months$863.1M
Gross margin98.6%
Net margin7.3%
Return on equity8.3%
Cash$14.3B
Total debt$18.0B
Debt / equity1.71x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

JEF earnings trends

Revenue vs earnings
$0$779.5M$1.6B$2.3B$3.1BAug 2024 Revenue: $2.6BNov 2024 Revenue: $2.9BFeb 2025 Revenue: $2.5BMay 2025 Revenue: $2.5BAug 2025 Revenue: $2.9BNov 2025 Revenue: $2.9BFeb 2026 Revenue: $2.9BMay 2026 Revenue: $3.1BAug 2024 Net income: $181.0MNov 2024 Net income: $223.9MFeb 2025 Net income: $136.8MMay 2025 Net income: $91.4MAug 2025 Net income: $242.5MNov 2025 Net income: $211.3MFeb 2026 Net income: $159.3MMay 2026 Net income: $250.0MAug 2024Nov 2024Feb 2025May 2025Aug 2025Nov 2025Feb 2026May 2026Net margin: 7.0%Net margin: 7.9%Net margin: 5.5%Net margin: 3.7%Net margin: 8.3%Net margin: 7.2%Net margin: 5.5%Net margin: 8.0%0%4%8%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.3$0.5$0.8$1.0Aug 2024 EPS (GAAP, diluted): $0.8Nov 2024 EPS (GAAP, diluted): $0.9Feb 2025 EPS (GAAP, diluted): $0.6May 2025 EPS (GAAP, diluted): $0.4Aug 2025 EPS (GAAP, diluted): $1.0Nov 2025 EPS (GAAP, diluted): $0.9Feb 2026 EPS (GAAP, diluted): $0.7Aug 2024Nov 2024Feb 2025May 2025Aug 2025Nov 2025Feb 2026■ EPS (GAAP, diluted) Change from a year earlier: May 2025 -38% · Aug 2025 +35% · Nov 2025 -9% · Feb 2026 +23%

From the company's 10-Q and 10-K filings with the SEC.

JEF financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$9.0B$7.1B$7.4B$10.5B$10.8B
Net income$1.7B$781.7M$254.4M$716.0M$682.0M
EPS (GAAP)$6.13$3.04$1.09$2.98$2.83
Free cash flown/a$1.6B-$2.1Bn/an/a

JEF earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-06-24n/an/a+25%-13.1%
2026-03-25$0.70+23%+16%+0.6%
2026-01-07$0.85-9%+3%-7.5%
2025-09-29$1.01+35%+12%-2.6%

Companies similar to JEF

CompanyMarket valueP/ERevenue growthOperating margin12-month change
JEF JEFn/an/a+14%n/a-24%
AA AA$11.5B9.0x+6%n/a+27%compare
AAL AAL$8.5Bn/a+8%1.7%+11%compare
AAMI AAMI$3.4B34.1x+24%23.7%+109%compare
AAON AAON$7.0B44.2x+54%11.0%-14%
AAP AAP$2.4B28.9x-1%2.7%-34%
AAT AAT$1.3B73.6x-4%22.8%+12%

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Frequently asked questions

Is JEF stock a buy?

Torvanta does not tell individuals what to buy. Its grades for JEF are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

When does JEF report earnings next?

Based on its filing history, Torvanta expects JEF to report around 2027-01-06.

Does JEF pay a dividend?

Yes. Its dividend yield is about 3.5%, and it has raised its dividend 5 years in a row.

How has JEF performed against the S&P 500?

Over the past year JEF returned -24.3%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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