Shares of Jefferies Financial Group Inc. (NYSE:JEF – Get Free Report) have been assigned an average rating of “Hold” from the seven analysts that are presently covering the company, Marketbeat Ratings reports. Five investment analysts have rated the stock with a hold rating and two have assigned a buy rating to the company. The average 1-year price objective among brokerages that have covered the stock in the last year is $62.75.
A number of equities analysts recently issued reports on the stock. Morgan Stanley increased their price target on shares of Jefferies Financial Group from $44.00 to $50.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 9th. UBS Group reduced their target price on Jefferies Financial Group from $65.00 to $61.00 and set a “neutral” rating on the stock in a report on Friday, September 11th. Loop Capital set a $60.00 target price on Jefferies Financial Group in a research report on Monday, June 8th. BMO Capital Markets lowered their target price on Jefferies Financial Group from $60.00 to $57.00 and set a “market perform” rating for the company in a research note on Friday, September 11th. Finally, Capital One Financial set a $57.00 price target on Jefferies Financial Group in a research report on Friday, September 11th.
Check Out Our Latest Stock Report on Jefferies Financial Group
Jefferies Financial Group Stock Performance
Jefferies Financial Group (NYSE:JEF – Get Free Report) last posted its earnings results on Wednesday, June 24th. The financial services provider reported $1.02 EPS for the quarter, missing the consensus estimate of $1.16 by ($0.14). The company had revenue of $2.21 billion during the quarter, compared to analysts’ expectations of $2.30 billion. Jefferies Financial Group had a return on equity of 9.23% and a net margin of 7.58%.The company’s revenue for the quarter was up 35.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.40 earnings per share. As a group, research analysts predict that Jefferies Financial Group will post 3.97 EPS for the current year.
Jefferies Financial Group announced that its Board of Directors has approved a share buyback plan on Wednesday, June 24th that allows the company to buyback $250.00 million in outstanding shares. This buyback authorization allows the financial services provider to reacquire up to 2% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s management believes its stock is undervalued.
Institutional Inflows and Outflows
A number of large investors have recently bought and sold shares of JEF. BlackRock Inc. purchased a new stake in shares of Jefferies Financial Group in the second quarter worth $834,947,000. Barrow Hanley Mewhinney & Strauss LLC bought a new position in Jefferies Financial Group in the 2nd quarter worth about $127,242,000. Norges Bank purchased a new stake in Jefferies Financial Group during the 4th quarter valued at about $145,584,000. Bamco Inc. NY purchased a new stake in Jefferies Financial Group during the 2nd quarter valued at about $107,044,000. Finally, Freestone Grove Partners LP bought a new stake in Jefferies Financial Group during the 2nd quarter valued at about $79,537,000. 60.88% of the stock is owned by hedge funds and other institutional investors.
Key Jefferies Financial Group News
Here are the key news stories impacting Jefferies Financial Group this week:
- Positive Sentiment: Jefferies is expanding its European private-credit business with approximately $4 billion in lending capacity, providing a potential source of recurring revenue and growth. The opportunity is tempered by questions surrounding Point Bonita’s exposure to Radiant World. Can JEF Scale Private Credit While Managing Point Bonita Headwinds?
- Positive Sentiment: The firm continues to generate favorable research and advisory activity, including Buy ratings on selected nonbank lenders and capital-market companies. This supports Jefferies’ investment-banking and research franchise, although it does not directly change JEF’s earnings outlook. Jefferies Lists 11 NBFC Picks
- Neutral Sentiment: Wall Street is focused on Jefferies’ third-quarter results for the period ended August 2026, with estimates for revenue, earnings and key operating metrics likely to influence the stock ahead of the report. Jefferies Q3 Earnings Estimates
- Negative Sentiment: Investors remain cautious about private-credit underwriting and Point Bonita’s Radiant World exposure. Jefferies also recently missed quarterly earnings and revenue estimates, adding pressure to expectations for near-term profitability.
- Neutral Sentiment: Reports on proposed Indian insurance-distribution reforms cite “Jefferies” as an analyst warning that NBFC commissions could be pressured. The reforms primarily affect companies such as PB Fintech, L&T Finance and Piramal Finance—not Jefferies Financial Group itself. Insurance Reform Risks
About Jefferies Financial Group
Jefferies Financial Group Inc (NYSE:JEF) is a diversified financial services company that provides investment banking, capital markets, asset management and wealth management services. Its principal operating business, Jefferies, advises companies, governments and institutional investors on mergers and acquisitions, capital raising, restructuring and other strategic transactions.
Through its investment banking and securities operations, Jefferies offers equity and fixed-income underwriting, sales and trading, research, prime brokerage and related services.
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