TICKERNERD
Menu
JEFJEFFinancial Services · Capital Markets

JEF Stock Forecast: Jefferies Financial Group, Inc. Price Predictions for 2026-2027

Last close, 3 Sept 2026
$54
+2.57% on the day

The 6 Wall Street analysts covering Jefferies Financial Group, Inc. hold a median 12-month price target of $63 — +15.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 57 of 100 as at 2 Sept 2026 — in the upper half.

Market cap
$10.6B
Ticker Nerd rank
57 / 100
Median analyst target
$63
Analysts covering
6
Revenue$3.1B+25.0% y/y
Operating income$1.3B
Net income$250.0M
Free cash flow$1.6B
Quarterly, 8 quarters to 31 May 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.7%
1M
−1.9%
YTD
−10.5%
1Y
−12.4%
From 52W high
−20.6%
From 52W low
+52.9%
$35
$68
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

JEF stock analysis: one number for the whole business

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.

Where the model ranks itAs at 2 Sept 2026
57 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Value
95
Growth
83
Volatility
75
Quality
74
Issuance
60
Momentum
57
Revisions
37
Accruals
15
Size
14

Value (95): 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.

Wall Street

JEF stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on JEF, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$30$40$50$60$70$80$90Oct 25Jan 26Apr 26Jul 26JEFHigh $83Median $63Low $46

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

What Wall Street says6 analysts
2 Buy4 Hold0 Sell
Low $46Median $63High $83

The green dot is the last close — the median target sits +15.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
25 June 2026OppenheimerMaintainsOutperform$87 → $83
25 June 2026UBSMaintainsNeutral$67 → $65
18 June 2026UBSDowngradeNeutral$59 → $67
12 June 2026OppenheimerMaintainsOutperform—
9 June 2026Morgan StanleyMaintainsEqual-Weight—
8 June 2026BMO CapitalMaintainsMarket Perform—
14 Apr 2026Goldman SachsMaintainsBuy—
26 Mar 2026Goldman SachsMaintainsBuy—
23 Mar 2026BMO CapitalMaintainsMarket Perform—
13 Mar 2026OppenheimerMaintainsOutperform—
12 Mar 2026Goldman SachsMaintainsBuy—
12 Mar 2026UBSMaintainsBuy—
11 Dec 2025OppenheimerMaintainsOutperform—
11 Dec 2025UBSAssumesBuy$76
8 Dec 2025Morgan StanleyUpgradeOverweight—
17 Oct 2025BMO CapitalMaintainsMarket Perform—
17 Oct 2025OppenheimerUpgradeOutperform—
14 Oct 2025Goldman SachsMaintainsBuy—
3 Oct 2025BMO CapitalInitiatesMarket Perform—
30 Sept 2025Morgan StanleyMaintainsEqual-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.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

JEF vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 3 Sept 2026, Jefferies Financial Group, Inc. returned −12.4% against +21.4% for the S&P 500, dividends included.

JEF vs S&P 500, last 12 monthsTotal return, rebased to 100
6080100120Oct 25Jan 26Apr 26Jul 26JEFS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

JEF analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+1.0%
Analysts raising
3
Analysts cutting
1
Fundamentals

Jefferies Financial Group, Inc. (JEF) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
14.5×

Cheaper than 48% of US stocks

Price / sales
2.0×

Cheaper than 54% of US stocks

Price / book
1.0×

Cheaper than 74% of US stocks

EV / EBITDA
−2.6×

Cheaper than 73% of US stocks

Growth & margins
Revenue growth (YoY)
35.0%

Higher than 81% of US stocks

Earnings growth (YoY)
157.8%

Higher than 88% of US stocks

Gross margin
56.2%

Higher than 69% of US stocks

Operating margin
16.9%

Higher than 75% of US stocks

Net margin
23.0%

Higher than 84% of US stocks

Returns & dividend
Return on equity
5.9%

Higher than 55% of US stocks

Return on assets
0.8%

Higher than 48% of US stocks

Dividend yield
3.1%

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.

Key statistics

Jefferies Financial Group, Inc. (JEF) statistics: revenue, profit & scale

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 −$11.8B.

  • 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.

  • Shares outstanding: 203.4M.

  • Trailing P/E: 14.5×; forward P/E: 11.4× — 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.

Statement figures: company filings via Twelve Data, four quarters to 31 May 2026 · market figures as at 3 Sept 2026

Data provided by Twelve Data

Peers

JEF vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelCapital Markets
CompanyMarket capTKN rank
JEFJefferies Financial Group, Inc.$10.6B
57
SFStifel Financial Corp.$12.4B
90
EVREvercore, Inc.$11.4B
72
BMNRBitmine Immersion Technologies, Inc.$13.9B
7
XPXP, Inc.$10.4B
74
HUTHut 8 Corp.$9.9B
16
VIRTVirtu Financial, Inc.$9.6B
85

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 →

News

Latest JEF news & analysis

Jefferies Financial Group Inc. to Host Annual Investor Meeting

Business Wire · 3 Sept 2026neutral

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 Q2 2026 Portfolio Update

Seeking Alpha · 3 Sept 2026neutral

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.

Jefferies-linked fund takes legal action against trader Radiant World in London

Reuters · 2 Sept 2026neutral

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.

Do Options Traders Know Something About Jefferies Stock We Don't?

Zacks Investment Research · 17 Aug 2026neutral

Zacks Investment Research reports that recent movements in the options market for Jefferies Financial Group (JEF) stock warrant investor attention, suggesting unusual activity among options traders.

Why it matters — A JEF watcher would care because unusual options-market activity may signal that investors are positioning for a potential move in the stock.

Dividend Champion, Contender, And Challenger Highlights: Week August 16

Seeking Alpha · 14 Aug 2026neutral

The article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that changed their dividends and those with upcoming ex-dividend dates.

Why it matters — JEF watchers would monitor this dividend activity report for any changes that could affect dividend-focused portfolios or indicate broader trends among dividend-paying companies.

FAQ

Frequently asked questions about JEF stock

What is the JEF stock price forecast for 2026-2027?

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.

Is JEF stock a buy right now?

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. 57 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank JEF?

As at 2 Sept 2026, Jefferies Financial Group, Inc. ranks 57 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 (95 of 100).

Will JEF stock go up?

No one can know that. What the data says: the median 12-month target from 6 analysts implies +15.2% from the last close, and Ticker Nerd's factor model ranks Jefferies Financial Group, Inc. 57 out of 100 as at 2 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the JEF stock forecast for 2030?

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.

How has JEF stock performed over the past year?

Jefferies Financial Group, Inc. returned -12.4% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Jefferies Financial Group, Inc. do?

Jefferies Financial Group Inc. is a U.S.-based financial services company and full-service investment banking and capital markets firm.

What is the latest news on JEF?

The most recent item we track (Business Wire, 3 Sept 2026): "Jefferies Financial Group Inc. to Host Annual Investor Meeting". 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.

Company

About Jefferies Financial Group, Inc.

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