Jefferson Capital, INC / De

Market Movers (8-K)

NASDAQ
Jefferson Capital, Inc. announced the results of its Annual Meeting of Stockholders, confirming the election of three Class I directors and the ratification of its independent auditor.
NASDAQ
Jefferson Capital, Inc. announced record quarterly collections and revenue for Q1 2026, with collections up 19% to $309.9 million and revenue up 14% to $176.4 million.
Worse than expected
NASDAQ
Jefferson Capital, Inc. has amended its credit agreement to increase its revolving credit commitments by $150 million to a total of $1.15 billion.
Capital raise
NASDAQ
Jefferson Capital, Inc. filed an 8-K to update its 2025 Summary Compensation Table, disclosing previously undetermined executive bonuses and commissions.
NASDAQ
Jefferson Capital, Inc. announced record fourth quarter and full year 2025 financial results, driven by strong collections and deployments, alongside a declared quarterly cash dividend of $0.24 per share.
Capital raise
Better than expected
NASDAQ
Jefferson Capital, Inc. has completed its previously announced acquisition of a credit card asset portfolio from Bluestem for a net purchase price of $196.1 million, with estimated collections of $310.0 million.

Quarterly Earnings (10-Q)

NASDAQ
Jefferson Capital, Inc. reported a decrease in net income for the first quarter of 2026 compared to the prior year, driven by increased operating expenses, particularly in servicing and salaries.
Worse than expected
NASDAQ
Jefferson Capital, Inc. announced significant revenue and net income growth for the third quarter and nine months ended September 30, 2025, driven by increased portfolio acquisitions and operational efficiency.
Better than expected
Capital raise
NASDAQ
Jefferson Capital, Inc. reports significant revenue and net income growth for Q2 2025, driven by increased collections and strategic acquisitions, following its successful Initial Public Offering.
Better than expected
Capital raise

Insider Trading (Form 4)

NASDAQ
Mark Zellmann, President US Business Lines at Jefferson Capital, Inc., was granted 25,000 stock options with varying exercise prices and a ten-year expiration.
NASDAQ
Jefferson Capital Director John Oros acquired 50,000 stock options with varying exercise prices and a 10-year expiration, vesting annually.
NASDAQ
Jefferson Capital, Inc.'s CEO and Director, David M. Burton, sold 385,000 shares of common stock at $20.5 per share as part of a secondary offering.
Worse than expected
Capital raise
NASDAQ
JCF IV JCAP Holding L.P. and affiliated entities sold 11 million shares of Jefferson Capital, Inc. common stock in a secondary offering for approximately $215.9 million.
Worse than expected
NASDAQ
J.C. Flowers IV L.P. and JCF IV Coinvest JCAP L.P. transferred over 43 million shares of Jefferson Capital common stock to an affiliated entity as part of an internal reorganization.
NASDAQ
Key insiders, including J.C. Flowers IV L.P. and JCF IV Coinvest JCAP L.P., have completed a pre-planned sale of over 8.7 million shares of Jefferson Capital, Inc. common stock at $15 per share.
Worse than expected

Proxy Statements (Def-14A)

NASDAQ
Jefferson Capital, Inc. has issued its proxy statement for the 2026 Annual Meeting of Stockholders to be held virtually on June 5, 2026.

New Public Companies (S-1)

NASDAQ
Jefferson Capital, Inc. details significant revenue and net income growth, strategic acquisitions, and a planned share repurchase in its latest S-1 filing.
Capital raise
Better than expected
NASDAQ
Jefferson Capital, Inc. filed an exhibits-only amendment to its S-1 registration statement, outlining the terms of its proposed initial public offering of up to 11.5 million shares, alongside new corporate governance documents and a comprehensive stockholders agreement.
Capital raise
NASDAQ
Jefferson Capital, Inc., a leading purchaser and manager of charged-off consumer accounts, filed an S-1/A registration statement for its initial public offering of 10,000,000 shares, showcasing robust financial performance and strategic market expansion.
Better than expected
Capital raise
NASDAQ
Jefferson Capital, Inc., a leading purchaser and manager of charged-off and insolvency consumer accounts, has filed an S-1/A registration statement for its initial public offering, highlighting robust financial performance, strategic acquisitions, and ambitious growth plans across its global operations.
Better than expected
Capital raise
NASDAQ
Jefferson Capital, a leading purchaser and manager of charged-off and insolvency consumer accounts, has filed an S-1 registration statement for its initial public offering, highlighting significant revenue and net income growth, strategic acquisitions, and a strong market position across the U.S., Canada, the U.K., and Latin America.
Better than expected
Capital raise

Schedule 13G - Passive Investments

NASDAQ
Wellington Management Group LLP and its affiliates have reported beneficial ownership of 5.9% of Jefferson Capital, Inc. common stock as of March 31, 2026.
NASDAQ
David M. Burton has reduced his beneficial ownership in Jefferson Capital, Inc. to 5.5% as of January 9, 2026, down from 5.8% on June 30, 2025.
NASDAQ
J.C. Flowers & Co. and its affiliates, including J. Christopher Flowers, have reported a significant beneficial ownership of 75.0% in Jefferson Capital, Inc. as of September 30, 2025.
NASDAQ
A group of entities and individuals led by J. Christopher Flowers has reported a combined beneficial ownership of 67.6% of Jefferson Capital, Inc.'s common stock.