Jefferies Financial Group (NYSE:JEF) Issues Earnings Results, Beats Estimates By $0.08 EPS

Jefferies Financial Group (NYSE:JEF) posted its earnings results on Monday. The financial services provider reported $1.08 EPS for the quarter, topping the consensus estimate of $1.00 by $0.08, FiscalAI reports. Jefferies Financial Group had a net margin of 7.58% and a return on equity of 9.23%. The business had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.20 billion.

Jefferies Financial Group Trading Down 1.1%

JEF stock traded down $0.53 during mid-day trading on Monday, reaching $47.15. The company’s stock had a trading volume of 3,997,900 shares, compared to its average volume of 2,454,635. The company has a market cap of $9.14 billion, a price-to-earnings ratio of 13.17 and a beta of 1.52. Jefferies Financial Group has a 12 month low of $35.53 and a 12 month high of $69.93. The business’s 50 day moving average price is $53.22 and its 200 day moving average price is $50.91. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.99.

Analyst Upgrades and Downgrades

JEF has been the subject of several recent research reports. Oppenheimer restated an “outperform” rating and issued a $76.00 price target on shares of Jefferies Financial Group in a research report on Thursday, September 17th. BMO Capital Markets reduced their price objective on shares of Jefferies Financial Group from $60.00 to $57.00 and set a “market perform” rating on the stock in a research note on Friday, September 11th. Wall Street Zen upgraded Jefferies Financial Group from a “hold” rating to a “buy” rating in a report on Saturday, September 19th. Loop Capital set a $60.00 target price on Jefferies Financial Group in a report on Monday, June 8th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $67.00 price target on shares of Jefferies Financial Group in a research report on Wednesday, September 9th. Two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $62.75.

Jefferies Financial Group announced that its board has approved a stock repurchase program on Wednesday, June 24th that allows the company to buyback $250.00 million in shares. This buyback authorization allows the financial services provider to reacquire up to 2% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Trending Headlines about Jefferies Financial Group

Here are the key news stories impacting Jefferies Financial Group this week:

• Positive Sentiment: Upcoming earnings could provide a catalyst: Jefferies is scheduled to report quarterly results, placing attention on advisory activity, capital markets performance and trading revenue. A strong update could help the stock recover, although the earnings event may also increase volatility. Jefferies Financial Group Q3 2026 Earnings Preview
• Positive Sentiment: Analyst activity highlights the firm’s franchise: Jefferies continues to generate market-moving research, including a bullish call on Nike ahead of earnings and coverage of major financial and insurance companies. This supports the visibility of its equities-research and investment-banking platform, though the benefit to JEF’s results is indirect. Buy Nike Stock Ahead of Earnings, Says Jefferies
• Neutral Sentiment: New bond offerings are drawing valuation attention: A recent analysis said Jefferies may be about 2% below fair value following new bond offerings. The debt issuance can support liquidity and growth, but investors will weigh the additional financing against leverage and funding costs. Jefferies Financial Group Could Be Below Fair Value Following New Bond Offerings
• Negative Sentiment: Near-term uncertainty remains elevated: JEF is trading below its 50-day and 200-day moving averages, while the earnings preview and broader market weakness may be encouraging investors to reduce risk ahead of results. The company’s relatively high leverage also makes funding conditions and capital-markets activity important risks.

Jefferies Financial Group Company Profile

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.