Jefferies Financial Group Inc.

Jefferies Financial Group Inc.

JEFยทNYSE

$52.84

-0.69%
Financial ServicesFinancial - Capital Markets

Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate segments. It provides investment banking, advisory services with respect to mergers or acquisitions, restructurings or recapitalizations and private capital advisory transactions; equity and debt underwriting; and corporate lending. In addition, the company offers financing, securities lending, and other prime brokerage services; equities research and finance; and wealth management services. Further, it provides clients with sales and trading of investment grade corporate bonds, U.S. and European government and agency securities, municipal bonds, mortgage-backed and asset-backed securities, leveraged loans, consumer loans, high yield and distressed securities, emerging markets debt, interest rate, and credit derivative products, as well as foreign exchange trade execution and securitization; and manages, invests in, and provides services to a diverse group of alternative asset management platforms across a spectrum of investment strategies and asset classes. The company was formerly known as Leucadia National Corporation and changed its name to Jefferies Financial Group Inc. in May 2018. Jefferies Financial Group Inc. was founded in 1962 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$10.80B
EPS2.9300
P/E Ratio18.03
Earnings Date06/24/2026
jef

Jefferies Financial Group Inc. Street Expectations Map

JEF ยท NYSE

Wall Street analysts project that JEF stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 67.75, with estimates ranging from a low of 44.00 to a high of 97.00.

Lowest Target
44.00
-16.72%
Consensus Target
67.75
28.23%
Highest Target
97.00
83.59%

The consensus 1-year price target stands at 67.75, with estimates ranging from a low of 44.00 to a high of 97.00.

Analyst Consensus Analysis

Upside Potential

+28.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

78.2% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

5.00x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Jefferies Financial Group Inc. Forward Estimates of Revenue

JEF ยท NYSE
Latest Revenue
10.82B
FY 2025
Avg Estimate
8.39B
FY 2026
Estimate Range
8.14B - 8.63B
Analyst Spread

Forward Growth Analysis

Projected Growth-22.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Jefferies Financial Group Inc. Forward Estimates of Net Income

JEF ยท NYSE
Latest Net Income
710.48M
FY 2025
Avg Estimate
990.41M
FY 2026
Estimate Range
982.90M - 997.92M
Analyst Spread

Forward Growth Analysis

Projected Growth+39.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Jefferies Financial Group Inc. Forward Estimates of EPS

JEF ยท NYSE
Latest EPS
2.93
FY 2025
Avg Estimate
$4.43
FY 2026
Estimate Range
$4.39 - $4.46
Analyst Spread

Forward Growth Analysis

Projected Growth+51.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Jefferies Financial Group Inc. Forward Estimates of EBIT

JEF ยท NYSE
Latest EBIT
870.99M
FY 2025
Avg Estimate
3.02B
FY 2026
Estimate Range
2.93B - 3.11B
Analyst Spread

Forward Growth Analysis

Projected Growth+246.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Jefferies Financial Group Inc. Forward Estimates of EBITDA

JEF ยท NYSE
Latest EBITDA
1.06B
FY 2025
Avg Estimate
3.19B
FY 2026
Estimate Range
3.09B - 3.28B
Analyst Spread

Forward Growth Analysis

Projected Growth+199.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Jefferies Financial Group Inc. Forward Estimates of SG&A Expense

JEF ยท NYSE
Latest SG&A Expense
3.86B
FY 2025
Avg Estimate
924.72M
FY 2026
Estimate Range
897.45M - 950.89M
Analyst Spread

Forward Growth Analysis

Projected Growth-76.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Jefferies Financial Group Inc. Insider Positioning

JEF ยท NYSE

During the last 12 months, insiders have purchased $310.02M worth of JEF shares, with no selling activity reported.

3 Months

Bought

6.4M

310.02M

Sold

0

0.00

Net Activity

+310.0M

+$310.02M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
SMFGI

Sumitomo Mitsui Financial Group, Inc.

Director

6.4M sharesโ€ข1 transactions

$310.02M

Top Sellers

1
FBP

Friedman Brian P

Director, Officer: President

0 sharesโ€ข1 transactions

$0

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $310.02M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

โˆž:1

Perfect buy/sell ratio. Only buying activity with zero sellingโ€”the most bullish possible insider signal.

Recent Trend (3 Months)

$310.02M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Unanimous insider buying: Zero selling combined with active buying is rare and typically very bullish. Insiders appear to see significant upside with limited downside risk.