Jefferies Financial Group Inc. (JEF)

Name: Jefferies Financial Group (JEF) stock: financials, earnings, P/E, insider sales and 13F holders
Creator: GreekSoup
License: https://creativecommons.org/licenses/by/4.0/

Results announcedQ3 FY2026quarter ended 31 August 2026, announced 28 September 2026

Net income$261 millionup 16.3% on Q3 FY2025

From the company's results press release. The tables update when the 10-Q or 10-K is filed. Read the release

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Jefferies Financial Group Inc. (JEF) reported revenue of $2.2 billion for Q2 FY2026, the quarter ended 31 May 2026, up 35.0% on the same quarter a year earlier. Net income was $250 million, up 184.0% on the year. The figures are the company's own, from the 10-Q it filed with the SEC on 9 July 2026.

Revenue$2.2 billionup 35.0%

Net income$250 millionup 184.0%

Diluted EPSn/a

QuarterQ2 FY2026ended 31 May 2026

Jefferies Financial Group (JEF) in brief

Jefferies Financial Group (JEF) reported revenue of $7.3 billion for fiscal 2025, the year ended 30 November 2025, up 4.4% on the year before.

Net income was $631 million and diluted earnings per share $2.83. Revenue was $7.0 billion in fiscal 2024, $4.7 billion in fiscal 2023, $6.0 billion in fiscal 2022 and $8.0 billion in fiscal 2021. Net income in the same years was $669 million, $261 million, $774 million and $1.7 billion. Over the twelve months to 31 May 2026, Jefferies Financial Group reported revenue of $8.3 billion and net income of $824 million. Revenue grew 4.7% a year, compounded, over the five years to fiscal 2025. Jefferies Financial Group declared $1.60 a share in dividends over the last four quarters and had 203 million shares outstanding at the latest filed count. At the close of 8 October 2026 the market cap of Jefferies Financial Group was $9.0 billion.

Ratios

From the filings

ROE7.8%

ROCEn/a

Operating marginn/a

Net margin9.9%

FCF marginn/a

Interest covern/a

Debt to equity1.71

Cash conversionn/a

Share count, 1 year-1.4%

Sales CAGR, 3 years7.1%

Profit CAGR, 3 years-6.6%

EPS, TTMn/a

At the close of 8 October 2026

Price$44.40

Market cap$9.0 billion

Stock P/En/a

Price to book0.85

EV / EBITDAn/a

Dividend yield3.6%

Market cap / sales1.08

52-week high$66.26

52-week low$36.02

Price, 1 year-18.4%

Price CAGR, 3 years8.0%

Price CAGR, 5 years3.1%

Worked from the filed figures; hover a name for the formula.

The priced ones use the latest daily close from SimFin. Debt to equity here stands on long-term debt as Jefferies Financial Group Inc. files it, with lease liabilities counted separately and never inside it. Nothing here is a valuation or a view.

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JEFgreeksoup.ai

50-day average 200-day average Volume

Daily closes to 8 October 2026, adjusted for splits; prices from SimFin.

Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on JEF

Filings	28 in twelve months: 18 current reports (8-K), about 8 other events; 5 regulation fd disclosure; 4 results of operations; 1 charter or bylaw amendment, or fiscal year change; 1 shareholder vote
Planned insider sales	no Form 144 notice in twelve months
Options tape	put/call 1.91 by open interest at the 8 October 2026 close; the straddle prices a 5.0% move to 16 October 2026
13F holders	8 of the followed funds hold it; largest Two Sigma Investments; 1 Schedule 13D or 13G filing in twelve months
Insider trading	2 sales and 2 purchases on Form 4 in twelve months
Congress	0 House trades disclosed in six months
Short interest	7.0 million shares short, 3.92 days to cover at 15 September 2026
Documents	the 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 12 quarters

	Q3 FY2023	Q4 FY2023 *	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024 *	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026
Revenue	1,182	1,197	1,738	1,656	1,684	1,957	1,593	1,634	2,047	2,069	2,017	2,206
Cost of revenue	1.6	23.3	34.7	37.5	37.4	96.8	41.6	43.0	34.4	72.0	29.9	31.3
Gross profit	1,180	1,174	1,704	1,619	1,646	1,860	1,551	1,591	2,013	1,997	1,987	2,175
Gross margin	100%	98%	98%	98%	98%	95%	97%	97%	98%	97%	99%	99%
Interest expense	859	772	814	860	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
Pre-tax income	91.1	87.3	220	228	253	305	151	135	332	253	212	316
Tax rate	41%	19%	25%	32%	31%	28%	9%	32%	27%	15%	25%	21%
Net income	57.7	64.6	150	146	167	207	128	88.0	224	191	159	250
Net margin	5%	5%	9%	9%	10%	11%	8%	5%	11%	9%	8%	11%
Diluted EPS	$0.22	$0.29	$0.66	$0.64	$0.75	$0.94	$0.57	$0.40	$1.01	$0.85	$0.70	n/a
Operating cash flow	-488	-43.7	n/a	n/a	n/a	n/a	-2,665	-978	n/a	n/a	-1,737	1,599
Capital expenditure	30.0	n/a	96.2	48.6	35.8	69.9	49.6	43.7	58.2	56.0	64.9	48.0
Free cash flow	-518	n/a	n/a	n/a	n/a	n/a	-2,715	-1,022	n/a	n/a	-1,802	1,551
Buybacks	0.3	4.1	43.0	0.9	0.3	0.0	56.3	1.2	0.9	0.0	174	197
Dividends paid	69.9	70.0	69.9	69.9	81.6	81.6	92.7	94.3	93.5	93.5	92.8	91.8
Shares outstanding	210m	211m	212m	212m	205m	206m	206m	206m	206m	206m	204m	203m
Filing	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss), 7 fiscal years and the trailing twelve months

	FY2019	FY2020 †	FY2021 †	FY2022	FY2023	FY2024	FY2025	TTM
Revenue	3,893	5,851	8,014	5,979	4,700	7,035	7,344	8,340
Cost of revenue	320	339	471	441	29.4	206	191	168
Gross profit	3,573	5,512	7,543	5,538	4,671	6,829	7,153	8,172
Gross margin	91.8%	94.2%	94.1%	92.6%	99.4%	97.1%	97.4%	98.0%
Operating income	276	982	2,177	n/a	n/a	n/a	n/a	n/a
Operating margin	7.1%	16.8%	27.2%	n/a	n/a	n/a	n/a	n/a
Interest expense	87.2	1,030	932	1,170	2,741	n/a	n/a	n/a
Pre-tax income	479	1,067	2,254	1,056	354	1,006	871	1,113
Income tax	-484	299	577	274	91.9	293	185	245
Effective tax rate	-101.1%	28.0%	25.6%	25.9%	25.9%	29.2%	21.2%	22.0%
Net income	960	770	1,667	774	261	669	631	824
Net margin	24.6%	13.2%	20.8%	12.9%	5.6%	9.5%	8.6%	9.9%
Diluted EPS	$3.03	$2.65	$6.13	$3.06	$1.10	$2.99	$2.83	n/a
Filing	10-K	10-K	10-K	10-K	10-K	10-K	10-K

From each year's 10-K, linked; TTM is the last four quarters.

Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Revenue by segment

	FY2023	FY2024	FY2025	Share latest year
Investment Banking and Capital Markets	4,504	6,204	6,608	90.3%
Asset Management	188	804	710	9.7%

Investment Banking and Capital MarketsAsset Management

$ million; hover a block for its figure and share

From the latest 10-K, in the company's own words.

A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Revenue by region

	FY2023	FY2024	FY2025	Share latest year
Americas	3,626	4,952	5,009	68.2%
Europe and the Middle East	776	1,578	1,781	24.3%
Asia-Pacific	299	505	554	7.5%

AmericasEurope and the Middle EastAsia-Pacific

$ million; hover a block for its figure and share

From the latest 10-K, in the company's own words.

A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Cash flow and capital returned

Follow the cashA discounted cash flow: five years of free cash flow, added up in today's moneyNot for Jefferies Financial Group: a broker's operating cash flow carries its clients' money, so its free cash flow swings with client balances rather than with what the firm earns. Book value and return on equity, in the ratios above, are the usual measures for it.

	FY2019	FY2020 †	FY2021 †	FY2022	FY2023	FY2024	FY2025	TTM
Operating cash flow	-828	2,055	1,582	1,805	-1,934	-209	-1,500	n/a
Capital expenditure	n/a	177	166	224	1.2	251	207	227
Free cash flow	n/a	1,878	1,417	1,581	-1,935	-460	-1,707	n/a
Free cash flow margin	n/a	32.1%	17.7%	26.4%	-41.2%	-6.5%	-23.2%	n/a
Cash from investing	1,707	-166	-410	-60.5	-12.2	210	-299	-354
Cash from financing	1,590	-724	994	-2,843	1,060	n/a	n/a	n/a
Depreciation and amortisation	153	158	157	173	112	190	192	213
Share-based compensation	49.8	40.0	78.2	43.9	45.4	63.1	88.2	364
Buybacks	510	817	269	860	169	44.3	58.5	373
Dividends paid	150	161	223	280	279	303	374	372
Dividend per share	$0.50	$0.60	$0.90	$1.20	$1.20	$1.30	$1.60	$1.60
Diluted shares, weighted	317m	290m	272m	256m	237m	224m	223m	n/a
Shares outstanding at period end	292m	250m	244m	226m	211m	n/a	206m	203m
Filing	10-K	10-K	10-K	10-K	10-K	10-K	10-K

Cash paid in the year, from the cash flow statement.

The dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

	FY2019	FY2020 †	FY2021 †	FY2022	FY2023	FY2024	FY2025	TTM
Funded by
Shareholders' equity	9,580	9,404	10,554	10,233	9,710	10,157	10,575	10,567
Non-controlling interest	22.0	34.6	25.9	62.6	92.3	68.2	67.5	40.4
Redeemable equity	26.6	24.7	25.4	6.5	0.4	0.4	0.4	0.4
Short-term borrowings	548	765	222	528	990	443	1,767	n/a
Debt	8,337	8,352	9,126	8,774	9,699	13,531	15,896	18,041
Other liabilities	30,946	34,538	36,155	31,453	37,414	40,161	47,707	50,891
Total liabilities and equity	49,460	53,118	56,107	51,058	57,905	64,360	76,012	79,540
Owned
Fixed assets	385	n/a	n/a	n/a	n/a	n/a	n/a	n/a
Goodwill	1,740	1,746	1,745	1,736	1,848	1,828	1,838	1,725
Intangible assets	183	167	152	139	197	226	203	111
Securities held for sale or to maturity	0.0	n/a	n/a	n/a	n/a	n/a	n/a	n/a
Securities borrowed	7,625	6,935	6,409	5,831	7,192	7,213	8,295	9,730
Cash and equivalents	7,679	9,055	10,755	9,703	8,526	12,153	14,044	14,315
Other assets	31,849	35,215	37,045	33,648	40,142	42,939	51,633	53,659
Total assets	49,460	53,118	56,107	51,058	57,905	64,360	76,012	79,540
Filing	10-K	10-K	10-K	10-K	10-K	10-K	10-K

At the fiscal year end; the TTM column is the latest quarter end.

Both totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

	10 years	5 years	3 years	TTM
Sales growth, compounded	n/a	4.7%	7.1%	21.4%
Profit growth, compounded	n/a	-3.9%	-6.6%	39.8%
Return on equity, average	n/a	7.7%	5.1%	6.0%

Yearly growth, compounded; TTM is the last four quarters against the four before.

Return on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Peers: Trading

Company	Market cap	P/E	ROE	Op. margin	Sales growth TTM	Debt to equity	Div. yield
Morgan Stanley MS	$294.6 billion	15.15	17.3%	n/a	18.0%	3.37	2.1%
Goldman Sachs Group Inc. GS	$257.2 billion	13.62	17.1%	n/a	17.8%	3.57	1.9%
Charles Schwab Corp. SCHW	$167.5 billion	17.61	20.1%	n/a	20.3%	0.45	1.1%
BlackRock, Inc. BLK	$165.8 billion	25.56	11.4%	32.6%	26.5%	0.22	1.9%
Robinhood Markets, Inc. HOOD	$97.6 billion	47.14	21.7%	46.0%	38.3%	0.23	n/a
Interactive Brokers Group, Inc. IBKR	$38.9 billion	34.59	19.1%	n/a	21.3%	0.00	0.0%
Raymond James Financial Inc. RJF	$30.5 billion	13.83	18.2%	n/a	10.5%	0.07	1.3%
Nomura Holdings Inc. NMR *	$27.7 billion	12.65	9.8%	n/a	14.0%	n/a	4.3%
SEI Investments Co. SEIC	$12.4 billion	18.21	28.3%	28.9%	11.1%	0.01	1.0%
Stifel Financial Corp. SF	$11.3 billion	12.43	15.9%	n/a	15.4%	0.10	1.7%
Federal Realty Investment Trust FRT	$9.2 billion	21.31	13.0%	47.9%	8.0%	1.42	4.2%
Jefferies Financial Group Inc. JEF	$9.0 billion	n/a	7.8%	n/a	21.4%	1.71	3.6%

All 91 in Trading

Company	Market cap	P/E	ROE	Op. margin	Sales growth TTM	Debt to equity	Div. yield
Morgan Stanley MS	$294.6 billion	15.15	17.3%	n/a	18.0%	3.37	2.1%
Goldman Sachs Group Inc. GS	$257.2 billion	13.62	17.1%	n/a	17.8%	3.57	1.9%
Charles Schwab Corp. SCHW	$167.5 billion	17.61	20.1%	n/a	20.3%	0.45	1.1%
BlackRock, Inc. BLK	$165.8 billion	25.56	11.4%	32.6%	26.5%	0.22	1.9%
Welltower Inc. WELL	$160.3 billion	102.31	3.3%	-2.4%	37.6%	0.38	1.3%
Prologis, Inc. PLD	$120.6 billion	28.80	7.8%	54.7%	7.3%	0.68	0.0%
CME Group Inc. CME	$99.9 billion	23.45	16.3%	65.1%	5.1%	0.13	1.8%
Equinix Inc. EQIX	$99.8 billion	65.11	10.7%	21.8%	9.6%	1.38	1.9%
Robinhood Markets, Inc. HOOD	$97.6 billion	47.14	21.7%	46.0%	38.3%	0.23	n/a
Intercontinental Exchange, Inc. ICE	$87.2 billion	21.94	13.7%	40.7%	6.9%	0.67	1.3%
Blackstone Inc. BX	$84.8 billion	25.21	39.0%	47.2%	17.2%	1.48	4.2%
KKR & Co. Inc. KKR	$80.4 billion	28.52	10.2%	n/a	31.1%	1.72	1.5%
American Tower Corp. AMT	$77.7 billion	22.93	91.4%	44.8%	6.6%	8.59	4.1%
Brookfield Asset Management Ltd. BAM	$72.8 billion	n/a	n/a	58.6%	31.9%	0.44	3.4%
Digital Realty Trust, Inc. DLR	$66.8 billion	88.47	2.9%	14.6%	17.4%	0.68	n/a
Apollo Global Management, Inc. APO	$66.4 billion	41.93	8.9%	20.2%	41.2%	0.65	1.8%
Simon Property Group Inc. SPG	$64.7 billion	14.08	104.1%	47.4%	15.0%	6.47	4.3%
Nasdaq, Inc. NDAQ	$51.9 billion	26.93	16.4%	29.5%	7.6%	0.73	1.2%
Realty Income Corp. O	$51.3 billion	39.54	3.2%	20.1%	10.9%	0.63	5.9%
Public Storage PSA	$50.1 billion	27.24	22.2%	39.0%	3.0%	1.11	4.2%
Ameriprise Financial Inc. AMP	$44.1 billion	12.06	62.0%	25.9%	10.6%	0.56	0.6%
Ventas, Inc. VTR	$41.9 billion	151.41	1.8%	3.3%	21.5%	0.87	2.3%
Interactive Brokers Group, Inc. IBKR	$38.9 billion	34.59	19.1%	n/a	21.3%	0.00	0.0%
Ares Management Corp. ARES	$36.2 billion	n/a	16.0%	18.1%	24.0%	n/a	4.3%
Iron Mountain Inc. IRM	$33.6 billion	80.69	n/a	18.8%	17.4%	n/a	3.0%
Cboe Global Markets, Inc. CBOE	$30.7 billion	22.92	24.1%	34.7%	11.7%	0.26	0.9%
Raymond James Financial Inc. RJF	$30.5 billion	13.83	18.2%	n/a	10.5%	0.07	1.3%
Crown Castle Inc. CCI	$29.3 billion	n/a	n/a	n/a	n/a	n/a	6.2%
Extra Space Storage Inc. EXR	$28.1 billion	29.39	7.2%	40.9%	4.2%	1.03	4.9%
Nomura Holdings Inc. NMR *	$27.7 billion	12.65	9.8%	n/a	14.0%	n/a	4.3%
Vici Properties Inc. VICI	$25.1 billion	8.83	9.5%	n/a	4.4%	0.58	7.9%
Texas Pacific Land Corp. TPL	$24.7 billion	45.60	32.4%	74.9%	20.8%	0.00	0.6%
T. Rowe Price Group, Inc. TROW	$22.2 billion	10.45	20.2%	30.8%	7.0%	0.00	4.9%
Vivmark Residential VMRK	$22.2 billion	25.67	8.3%	28.2%	2.8%	0.57	4.7%
Royal Gold Inc. RGLD	$19.6 billion	25.24	9.7%	61.4%	93.5%	0.05	0.8%
SBA Communications Corp. SBAC	$18.0 billion	18.32	n/a	47.6%	5.4%	n/a	n/a
Essex Property Trust, Inc. ESS	$17.3 billion	41.83	7.8%	32.5%	4.7%	1.20	3.8%
Franklin Templeton Inc. BEN	$16.4 billion	22.04	6.9%	9.7%	7.9%	0.20	4.0%
Host Hotels & Resorts, Inc. HST	$15.4 billion	15.03	16.1%	14.6%	4.9%	0.80	4.2%
Kimco Realty Corp. KIM	$14.8 billion	25.99	5.9%	36.0%	4.4%	0.81	4.6%
Lamar Advertising Co. LAMR	$14.8 billion	26.59	55.9%	31.8%	4.4%	3.28	4.4%
W. P. Carey Inc. WPC	$14.4 billion	21.55	7.5%	41.8%	9.0%	1.02	5.9%
Weyerhaeuser Co. WY	$13.8 billion	29.05	5.0%	12.3%	-2.6%	0.56	4.4%
Annaly Capital Management Inc. NLY	$13.7 billion	4.42	17.4%	n/a	27.5%	2.03	15.3%
SUN Communities Inc. SUI	$13.7 billion	n/a	n/a	n/a	n/a	0.73	3.9%
Mid-America Apartment Communities, Inc. MAA	$13.5 billion	33.97	7.4%	n/a	0.8%	1.05	5.2%
Carlyle Group Inc. CG	$13.4 billion	39.38	5.0%	17.0%	-41.9%	1.91	3.7%
Invesco Ltd. IVZ	$13.3 billion	n/a	-2.5%	-7.1%	12.2%	0.13	2.8%
Omega Healthcare Investors Inc. OHI	$13.2 billion	15.71	15.9%	60.6%	15.0%	0.75	6.1%
Regency Centers Corp. REG	$13.1 billion	24.07	8.1%	72.0%	8.2%	0.71	4.0%
Healthpeak Properties, Inc. DOC	$12.8 billion	52.91	3.1%	5.1%	5.5%	1.28	6.6%
SEI Investments Co. SEIC	$12.4 billion	18.21	28.3%	28.9%	11.1%	0.01	1.0%
Equity Lifestyle Properties Inc. ELS	$11.3 billion	28.12	23.6%	26.2%	2.5%	1.88	3.6%
Stifel Financial Corp. SF	$11.3 billion	12.43	15.9%	n/a	15.4%	0.10	1.7%
Gaming & Leisure Properties, Inc. GLPI	$11.1 billion	11.22	19.4%	82.5%	5.8%	1.62	8.3%
American Homes 4 Rent AMH	$11.0 billion	24.20	6.8%	14.8%	4.3%	0.75	3.9%
Evercore Inc. EVR	$11.0 billion	15.08	40.1%	21.4%	45.4%	0.29	1.2%
Udr, Inc. UDR	$10.8 billion	21.38	17.8%	40.8%	1.5%	1.98	5.1%
Eastgroup Properties Inc. EGP	$10.5 billion	34.23	8.5%	40.5%	11.0%	0.45	3.0%
Affiliated Managers Group, Inc. AMG	$10.0 billion	13.56	28.2%	15.1%	11.8%	0.99	0.0%
American Healthcare Reit, Inc. AHR	$9.8 billion	74.18	3.3%	19.2%	16.4%	0.24	2.0%
Camden Property Trust CPT	$9.7 billion	32.04	8.6%	n/a	0.5%	1.28	4.3%
Bxp, Inc. BXP	$9.5 billion	31.89	5.8%	28.3%	1.9%	3.03	5.1%
Federal Realty Investment Trust FRT	$9.2 billion	21.31	13.0%	47.9%	8.0%	1.42	4.2%
Jefferies Financial Group Inc. JEF	$9.0 billion	n/a	7.8%	n/a	21.4%	1.71	3.6%
Houlihan Lokey, Inc. HLI	$8.5 billion	21.10	18.0%	20.4%	1.7%	0.00	0.2%
InterDigital, Inc. IDCC	$8.5 billion	37.87	25.1%	43.8%	-11.7%	0.32	0.9%
CubeSmart CUBE	$8.5 billion	25.87	13.0%	39.8%	3.9%	1.35	5.6%
CareTrust Reit, Inc. CTRE	$8.4 billion	22.51	7.9%	55.7%	53.0%	0.27	4.1%
Brixmor Property Group Inc. BRX	$8.3 billion	19.34	14.3%	n/a	5.8%	1.76	4.3%
Rexford Industrial Realty, Inc. REXR	$8.3 billion	n/a	-5.2%	39.3%	0.5%	0.43	4.6%
Agree Realty Corp. ADC	$8.2 billion	35.39	3.4%	47.9%	18.2%	0.59	4.0%
Alexandria Real Estate Equities, Inc. ARE	$7.9 billion	n/a	-6.6%	-69.8%	-8.4%	0.82	10.3%
First Industrial Realty Trust Inc. FR	$7.9 billion	21.64	13.1%	41.6%	8.4%	0.93	3.0%
NNN Reit, Inc. NNN	$7.7 billion	19.74	8.6%	62.3%	6.5%	1.00	5.9%
Morningstar, Inc. MORN	$7.6 billion	19.20	41.2%	23.5%	9.3%	1.66	0.9%
Stag Industrial, Inc. STAG	$6.9 billion	27.60	6.8%	37.6%	9.6%	0.95	4.2%
Vornado Realty Trust VNO	$6.3 billion	1,690.50	1.2%	n/a	1.4%	1.29	2.2%
Healthcare Realty Trust Inc. HR	$5.9 billion	n/a	-2.1%	n/a	-6.3%	0.99	6.4%
Rayonier Inc. RYN	$5.6 billion	n/a	n/a	n/a	n/a	0.36	13.4%
Dolby Laboratories, Inc. DLB	$5.5 billion	24.87	8.8%	17.7%	0.6%	0.00	2.4%
Kite Realty Group Trust KRG	$4.8 billion	14.86	11.8%	16.3%	-5.9%	0.99	5.2%
Sabra Health Care Reit, Inc. SBRA	$4.8 billion	72.46	2.4%	n/a	17.3%	0.95	6.4%
Starwood Property Trust, Inc. STWD	$4.7 billion	21.98	3.5%	1.5%	11.8%	2.91	15.1%
Cousins Properties Inc. CUZ	$4.6 billion	693.00	0.1%	68.0%	11.9%	0.83	4.6%
EPR Properties EPR	$4.2 billion	17.50	11.4%	55.1%	4.5%	1.43	6.5%
Federated Hermes, Inc. FHI	$4.0 billion	10.42	32.9%	27.1%	15.0%	0.28	2.4%
Kilroy Realty Corp. KRC	$4.0 billion	23.91	3.2%	n/a	-3.8%	0.87	6.3%
Copt Defense Properties CDP	$3.8 billion	23.41	10.7%	30.3%	4.5%	1.70	3.6%
Independence Realty Trust, Inc. IRT	$3.5 billion	81.33	1.3%	16.9%	3.5%	0.73	4.7%
Hamilton Lane Inc. HLNE	n/a	n/a	29.4%	43.6%	24.0%	0.29	n/a

10 companies share its SEC industry code (Security Brokers, Dealers & Flotation Companies); the rest are the names nearest in size in its wider industry, Trading, one of the Fama-French 48 industries, a published grouping of SEC industry codes.

By market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

Filings

Filing	Period	Filed	Where
10-Q	31 May 2026	9 July 2026	EDGAR
10-Q	28 February 2026	7 April 2026	EDGAR
10-K	30 November 2025	28 January 2026	EDGAR
10-Q	31 August 2025	9 October 2025	EDGAR

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