JEFFinancial Services · Capital MarketsThe 6 Wall Street analysts covering Jefferies Financial Group, Inc. hold a median 12-month price target of $63 — +20.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 12 Sept 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Jefferies Financial Group, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (96): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Accruals (15): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (14): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on JEF, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +20.3% from it.
Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 25 June 2026 | Oppenheimer | Maintains | Outperform | $87 → $83 |
| 25 June 2026 | UBS | Maintains | Neutral | $67 → $65 |
| 18 June 2026 | UBS | Downgrade | Neutral | $59 → $67 |
| 12 June 2026 | Oppenheimer | Maintains | Outperform | — |
| 9 June 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 8 June 2026 | BMO Capital | Maintains | Market Perform | — |
| 14 Apr 2026 | Goldman Sachs | Maintains | Buy | — |
| 26 Mar 2026 | Goldman Sachs | Maintains | Buy | — |
| 23 Mar 2026 | BMO Capital | Maintains | Market Perform | — |
| 13 Mar 2026 | Oppenheimer | Maintains | Outperform | — |
| 12 Mar 2026 | Goldman Sachs | Maintains | Buy | — |
| 12 Mar 2026 | UBS | Maintains | Buy | — |
| 11 Dec 2025 | Oppenheimer | Maintains | Outperform | — |
| 11 Dec 2025 | UBS | Assumes | Buy | $76 |
| 8 Dec 2025 | Morgan Stanley | Upgrade | Overweight | — |
| 17 Oct 2025 | BMO Capital | Maintains | Market Perform | — |
| 17 Oct 2025 | Oppenheimer | Upgrade | Outperform | — |
| 14 Oct 2025 | Goldman Sachs | Maintains | Buy | — |
| 3 Oct 2025 | BMO Capital | Initiates | Market Perform | — |
| 30 Sept 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. JEF appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, Jefferies Financial Group, Inc. returned −20.3% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 47% of US stocks
Cheaper than 53% of US stocks
Cheaper than 73% of US stocks
Cheaper than 74% of US stocks
Higher than 80% of US stocks
Higher than 88% of US stocks
Higher than 69% of US stocks
Higher than 75% of US stocks
Higher than 84% of US stocks
Higher than 54% of US stocks
Higher than 48% of US stocks
Higher than 65% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Jefferies Financial Group, Inc. has a market value of $10.6B and an enterprise value of −$11.9B.
Revenue in the twelve months to 31 May 2026: $11.8B. The latest quarter grew 35.0% year on year.
Net income over the same four quarters: $863.1M, a 7.3% net margin.
Diluted earnings per share, trailing twelve months: $3.67.
Free cash flow in the twelve months to 31 May 2026: $1.8B, after $227.1M of capital spending.
Jefferies Financial Group, Inc. spent $372.7M on share buybacks and $371.7M on dividends in the twelve months to 31 May 2026.
Trailing P/E: 14.5×; forward P/E: 11.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.08%, paying out 45% of earnings.
Jefferies Financial Group, Inc. employs 7,371 people — $1.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Jefferies Financial Group, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Treasury's bond buybacks, initially framed as a routine liquidity operation, have become a contested topic on Wall Street, with financial professionals split in their views on the program.
Why it matters — Jefferies Group watchers would care because Wall Street's divergent views on the Treasury's bond buybacks could affect fixed-income trading activity and market conditions relevant to the firm.
Jefferies Financial Group faces a $500 million exposure to the Point Bonita fund, though its direct risk is limited to about $29.5 million via a 5.9% equity stake. The company reported strong Q2 results with $1.21 billion in investment banking revenue and a 12.8% adjusted tangible ROE, and trades at 1.06x book value ($55.23/share).
Why it matters — A JEF watcher would care because the article assesses the manageable size of the Radiant/Point Bonita exposure relative to the company's otherwise robust core business performance and current valuation.
Jefferies Financial Group Inc. announced it will host its annual Investor Meeting on Monday, October 19, 2026, at 9:00 a.m. in Manhattan. The meeting will feature management presentations on Jefferies' major businesses and an opportunity for attendees to ask questions, with registration details to be announced later.
Why it matters — The annual Investor Meeting offers a direct channel for JEF watchers to hear management's updates on the company's major businesses and engage with leadership.
Baron Focused Growth Fund rebounded in Q2 2026, gaining 13.26% compared with a 24.02% gain for the Russell 2500 Growth Index, and held 28 investments as of June 30, 2026. The fund reiterated its commitment to long-term investing in competitively advantaged growth businesses.
Why it matters — Jefferies watchers would care because the fund's portfolio update may reflect activity in growth companies Jefferies covers or banked, offering insight into institutional positioning.
LAM Trade Finance Group II, a fund in which US bank Jefferies holds a minority stake, is set to sue iron ore trader Radiant World in London, according to court records. The legal action is scheduled to proceed in the UK capital.
Why it matters — Jefferies watchers would note this because a fund linked to the firm via a minority stake is pursuing litigation, which could expose JEF to legal and financial attention.
The 6 Wall Street analysts covering Jefferies Financial Group, Inc. have a median 12-month price target of $63, with estimates ranging from $46 to $83. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 6 analysts covering Jefferies Financial Group, Inc., 2 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Jefferies Financial Group, Inc. 59 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 2026, Jefferies Financial Group, Inc. ranks 59 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (96 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +20.3% from the last close, and Ticker Nerd's factor model ranks Jefferies Financial Group, Inc. 59 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Jefferies Financial Group, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for JEF are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $46 to $83 over the next 12 months.
Jefferies Financial Group, Inc. returned -20.3% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Jefferies Financial Group Inc. is a U.S.-based financial services company and full-service investment banking and capital markets firm.
The most recent item we track (ETF Trends, 11 Sept 2026): "The Treasury's Bond Buybacks Split Wall Street Views". The Treasury's bond buybacks, initially framed as a routine liquidity operation, have become a contested topic on Wall Street, with financial professionals split in their views on the program.
Jefferies Financial Group Inc. is a U.S.-based financial services company and full-service investment banking and capital markets firm. The company provides advisory services for mergers and acquisitions, restructurings, and recapitalizations, along with underwriting, placement, and trading services across equities, fixed income, commodities, futures, and foreign exchange. It serves corporations, governments, and institutional investors in the Americas, Europe, the Middle East, and Asia-Pacific. Jefferies Financial Group also operates an asset management business that offers alternative investment management services and related investment products. Through these activities, the company plays a broad role in capital formation, market liquidity, and institutional finance across global markets.
CEO Mr. Richard Brian Handler · 7,371 employees · United States · https://www.jefferies.com
