Jefferson Capital, Inc. trades at an 8.5x GAAP P/E with a 5% dividend yield, reflecting market caution on legal and consumer solvency risks. JCAP's aggressive portfolio expansion, including $185 million deployed in July and entry into Mexico, supports revenue growth and future cash flow visibility. Estimated remaining recoveries rose 18% to $3.4 billion, underpinning several years of revenue, but profit margins contracted due to rising legal and servicing costs.
Jefferson Capital, Inc. (JCAP) Q2 2026 Earnings Call Transcript
Jefferson Capital, Inc. (JCAP) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.81 per share a year ago.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 113,757 | $2.19M | $2.35M | $166,096.6 | 7.59% |
| CD Charlie Durham Sterling Capital Management LLC | 208 | $4,000 | $4,222.4 | $222.4 | 5.56% |
Point72 Asset Management LP Point72 Asset Management LP | 44,736 | $724,275.84 | $927,824.64 | $203,548.8 | 28.1% |
James H. Hanna, III North Reef Capital Management LP | 530,598 | $9.96M | $10.88M | $918,958.25 | 9.22% |
Joseph Castro Nuveen LLC | 45,171 | $790,143.72 | $916,971.3 | $126,827.58 | 16.05% |