Cross-institution positioning
Mar 27, 2026Reduction leaning. 1 reducing, 1 exited across 2 comparable institutions.
Source: Schedule 13 researchJEF Institutional Ownership
Jefferies Financial Group Inc.
Latest stored close $44.38 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
45/100
2 tracked · 2 comparable
Latest filing
Mar 27, 2026
Positive breadth
0 positive · 2 negative
Recent close
$44.38
Research confidence
Limited
Institutional Research 30/100 · 0 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Mar 27, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating0
Newly reported0
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 45/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 2 reducing/exited.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
35/100
Insiders
59/100
Fundamentals
68/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 7, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 1 purchase by 1 reporting owner and 0 sales by 0 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Oct 9, 202680 non-amendment material events in the last 90 days; 79 capital-related filing/events; Latest classified evidence: Prospectus filing. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Oct 9, 2026Revenue +16.5% YoY; Net income +18.9% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 37% through its reported 52-week range; -27.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Vanguard Group.
Filed Mar 27, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Mar 27, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jan 26, 2024
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
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No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jan 26, 2024
Vanguard Group
Filed Mar 27, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth1
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 7, 2026 | FRIEDMAN BRIAN P | GGift | Common Stock | 100 | $0.00 | Indirect | Oct 9, 2026 |
| Oct 1, 2026 | HANDLER RICHARD B | GGift | Common Stock | 842 | $0.00 | Direct | Oct 2, 2026 |
| Aug 28, 2026 | BEYER ROBERT D | AGrant, award, or other acquisition | Common Stock | 501 | $53.09 | Direct | Aug 28, 2026 |
| Aug 28, 2026 | O Kane Michael T | AGrant, award, or other acquisition | Common Stock | 538 | $53.09 | Direct | Aug 28, 2026 |
| Aug 28, 2026 | Ellis-Kirk Matrice | AGrant, award, or other acquisition | Common Stock | 165 | $53.09 | Direct | Aug 28, 2026 |
| Aug 28, 2026 | Weiler Melissa | AGrant, award, or other acquisition | Common Stock | 165 | $53.09 | Direct | Aug 28, 2026 |
| Aug 28, 2026 | Sharp Michael J. | AGrant, award, or other acquisition | Common Stock | 746 | $53.09 | Direct | Aug 28, 2026 |
| Aug 28, 2026 | Larson Matthew Scott | AGrant, award, or other acquisition | Common Stock | 746 | $53.09 | Direct | Aug 28, 2026 |
| Aug 28, 2026 | FRIEDMAN BRIAN P | AGrant, award, or other acquisition | Common Stock | 29.0K | $53.09 | Direct | Aug 28, 2026 |
| Aug 28, 2026 | HANDLER RICHARD B | AGrant, award, or other acquisition | Common Stock | 75.5K | $53.09 | Direct | Aug 28, 2026 |
| Aug 7, 2026 | FRIEDMAN BRIAN P | GGift | Common Stock | 81.7K | $0.00 | Direct | Aug 7, 2026 |
| Jul 15, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | POpen-market or private purchase · amendment | Common Stock | 5.9M | $54.86 | Indirect | Aug 21, 2026 |
| Jul 15, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | POpen-market or private purchase | Common Stock | 5.9M | $53.96 | Indirect | Jul 17, 2026 |
| Jul 10, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | MExercise or conversion of derivative | Non-Voting Common Stock | 3.8M | — | Indirect | Jul 13, 2026 |
| Jul 10, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | MExercise or conversion of derivative | Common Stock | 3.8M | — | Indirect | Jul 13, 2026 |
| Jun 30, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | MExercise or conversion of derivative · derivative | Series B Non-Voting Convertible Preferred Shares | 55.1K | $0.00 | Indirect | Jul 2, 2026 |
| Jun 30, 2026 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | MExercise or conversion of derivative | Non-Voting Common Stock | 27.6M | — | Indirect | Jul 2, 2026 |
| May 29, 2026 | HANDLER RICHARD B | AGrant, award, or other acquisition | Common Stock | 97.1K | $52.72 | Direct | May 29, 2026 |
| May 29, 2026 | HANDLER RICHARD B | FTax/price withholding or payment | Common Stock | 10.5K | $52.94 | Direct | May 29, 2026 |
| May 29, 2026 | FRIEDMAN BRIAN P | AGrant, award, or other acquisition | Common Stock | 29.0K | $52.72 | Direct | May 29, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events80
90-day capital-related79
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Oct 9, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 9, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 9, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 9, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 9, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 8, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 7, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 7, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 5, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 5, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 5, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Oct 5, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$1.8B
Q3 2026
+16.5% YoY 10-Q filed Oct 9, 2026
Net income
$288.3M
Q3 2026
+18.9% YoY 10-Q filed Oct 9, 2026
Diluted EPS
$0.70
Q1 2026
+22.8% YoY 10-Q filed Apr 7, 2026
Operating cash flow
$2.5B
YTD through Aug 31, 2026
+170.9% YoY 10-Q filed Oct 9, 2026
Free cash flow
$2.3B
YTD through Aug 31, 2026
+163.5% YoY 10-Q filed Oct 9, 2026
Cash & equivalents
$16.9B
As of Aug 31, 2026
+47.3% YoY 10-Q filed Oct 9, 2026
Assets
$81.3B
As of Aug 31, 2026
+17.3% YoY 10-Q filed Oct 9, 2026
Liabilities
$70.5B
As of Aug 31, 2026
+19.9% YoY 10-Q filed Oct 9, 2026
Stockholders’ equity
$10.7B
As of Aug 31, 2026
+2.6% YoY 10-Q filed Oct 9, 2026
Shares outstanding
204.4M
As of Mar 30, 2026
-0.9% YoY 10-Q filed Apr 7, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Aug 31, 2026 | $1.8B | +16.5% |
| Ended May 31, 2026 | $1.7B | +36.5% |
| Ended Feb 28, 2026 | $1.5B | +27.2% |
| Ended Aug 31, 2025 | $1.5B | +17.2% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Nov 30, 2025 | $5.5B | +14.2% |
| Ended Nov 30, 2024 | $4.9B | +50.3% |
| Ended Nov 30, 2023 | $3.2B | -31.8% |
| Ended Nov 30, 2022 | $4.7B | -22.8% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$48.83
View live quote ↗
52-week low
$35.53
Mar 12, 2026
52-week high
$71.04
Sep 23, 2025
Below 52-week high
31.3%
1W return
-12.4%
1M return
-11.4%
3M return
-21.2%
6M return
+34.3%
YTD return
-21.2%
1Y return
-27.0%
30-day volatility
26.7%
90-day volatility
38.0%
1Y max drawdown
-48.8%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 9 filing(s) · 6 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Exit below reporting threshold | 0 -17.5M | 0.00% -7.56 pts | $36.36 | $39.85 | $44.38 |
| BlackRock CIK0001364742 | Dec 31, 2023 observed Jan 26, 2024 filed · 26d Schedule 13G amendment | Reported reduction | 15.8M -2.6M | 7.50% -0.50 pts | $40.41 | $40.94 | $44.38 |
| Vanguard Group CIK0000102909 | Dec 29, 2023 observed Feb 13, 2024 filed · 46d Schedule 13G amendment | Reported reduction | 17.5M -2.4M | 7.56% -1.12 pts | $40.41 | $40.17 | $44.38 |
Explore more institutional activity
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