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JEFJEFFinancial Services · Capital Markets

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

Last close, 12 Oct 2026
$45
+1.42% on the day

The 6 Wall Street analysts covering Jefferies Financial Group, Inc. hold a median 12-month price target of $53 — +17.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 49 of 100 as at 12 Oct 2026 — in the lower half.

Market cap
$9.0B
Ticker Nerd rank
49 / 100
Median analyst target
$53
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
−1.8%
1M
−13.4%
YTD
−25.7%
1Y
−8.9%
From 52W high
−30.5%
From 52W low
+26.8%
$35
$65
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 12 Oct 2026
49 / 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
99
Growth
92
Quality
75
Volatility
73
Revisions
51
Momentum
37
Issuance
18
Accruals
16
Size
15

Value (99): 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 (16): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (15): 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$70Jan 26Apr 26Jul 26Oct 26JEFHigh $71Median $53Low $47

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 $47Median $53High $71

The green dot is the last close — the median target sits +17.8% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 8 moved it down.

DateFirmActionRatingTarget
29 Sept 2026BMO CapitalMaintainsMarket Perform$57 → $50
29 Sept 2026Goldman SachsMaintainsBuy$67 → $57
29 Sept 2026Morgan StanleyMaintainsEqual-Weight$50 → $49
29 Sept 2026OppenheimerMaintainsOutperform$76 → $71
11 Sept 2026BMO CapitalMaintainsMarket Perform—
11 Sept 2026BMO CapitalMaintainsMarket Perform$60 → $57
11 Sept 2026UBSMaintainsNeutral$65 → $61
11 Sept 2026UBSMaintainsNeutral—
25 June 2026OppenheimerMaintainsOutperform—
25 June 2026OppenheimerMaintainsOutperform$87 → $83
25 June 2026UBSMaintainsNeutral$67 → $65
25 June 2026UBSMaintainsNeutral—
18 June 2026UBSDowngradeNeutral—
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—

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 12 Oct 2026, Jefferies Financial Group, Inc. returned −8.9% against +20.4% for the S&P 500, dividends included.

JEF vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120Jan 26Apr 26Jul 26Oct 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
+4.7%
Analysts raising
1
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
12.2×

Cheaper than 52% of US stocks

Price / sales
1.1×

Cheaper than 67% of US stocks

Price / book
0.9×

Cheaper than 75% of US stocks

EV / EBITDA
−2.9×

Cheaper than 75% of US stocks

Growth & margins
Revenue growth (YoY)
8.5%

Higher than 48% of US stocks

Earnings growth (YoY)
15.2%

Higher than 53% of US stocks

Gross margin
56.2%

Higher than 69% of US stocks

Operating margin
15.8%

Higher than 73% of US stocks

Net margin
11.0%

Higher than 72% of US stocks

Returns & dividend
Return on equity
8.6%

Higher than 60% of US stocks

Return on assets
1.2%

Higher than 52% of US stocks

Dividend yield
3.6%

Higher than 89% 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 $9.0B and an enterprise value of −$13.0B.

  • Revenue in the twelve months to 31 May 2026: $11.8B. The latest quarter grew 8.5% 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: 12.2×; forward P/E: 9.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 3.61%, paying out 43% of earnings.

  • Jefferies Financial Group, Inc. employs 7,065 people — $1.7M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 May 2026 · market figures as at 11 Oct 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.$9.0B
49
HUTHut 8 Corp.$10.5B
16
EVREvercore, Inc.$10.8B
60
SFStifel Financial Corp.$10.8B
72
HLIHoulihan Lokey, Inc.$9.1B
42
VIRTVirtu Financial, Inc.$8.7B
81
IRENIREN Ltd.$13.7B
4

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

Pennon shares plunge 20% as Jefferies flags equity raise and dividend cut

Proactive Investors · 7 Oct 2026neutral

Pennon shares fell as much as 20.4% after it launched a £550 million rights issue and cut its dividend. Jefferies called the measures a significant balance sheet reset, retaining its hold rating and 500p price target.

Why it matters — The report highlights Jefferies’ assessment that the package strengthens Pennon’s finances and funds accelerated investment, while requiring a sizeable equity raise and further dividend reduction.

CoreWeave capacity constraints bolster Jefferies bull case

Proactive Investors · 2 Oct 2026positive

After attending CoreWeave's Fully Connected conference, Jefferies observed that AI demand far exceeds supply, which its analysts said could allow CoreWeave to capture stronger near-term pricing. Discussions with executives, customers, and management pointed to broad-based demand with visibility into 2028.

Why it matters — This news highlights Jefferies' favorable analysis of CoreWeave's capacity constraints and pricing outlook, reflecting positively on the firm's research and coverage.

Can Jefferies' Expanded SMBC Partnership Bolster Its Growth in Japan?

Zacks Investment Research · 2 Oct 2026positive

Zacks reports that Jefferies' venture with Sumitomo Mitsui Banking Corporation is expected to expand its Japan equities and ECM reach, with SMBC's 20% stake deepening the strategic alliance between the two firms.

Why it matters — The expanded partnership could strengthen Jefferies' presence and capabilities in the Japanese equities and equity capital markets space.

European soft drinks growth slows as volumes normalise, Jefferies says

Proactive Investors · 2 Oct 2026neutral

Jefferies reported that European soft drinks value growth slowed to 4.6% in the four weeks to 6 September from 12.0% previously, as volume growth moderated sharply to 1.4% from 9.2%. Price and mix contributions increased to 3.2% from 2.8%, with favourable weather cited as support.

Why it matters — This reflects Jefferies' analytical activity on the European soft drinks sector, which is relevant to JEF watchers tracking the firm's research coverage and sector outlooks.

Jefferies sees major valuation upside from Cordiant's Emitel strategy

Proactive Investors · 2 Oct 2026neutral

Jefferies issued a research note stating that successful execution of Emitel's growth strategy could deliver 60% valuation upside for the business and increase Cordiant Digital Infrastructure's NAV by 34%. The estimate followed a Jefferies site visit to Emitel in Kraków, which the broker described as a multi-pillar growth opportunity and Cordiant's largest asset.

Why it matters — This item reflects Jefferies' analyst activity and its view on Cordiant Digital Infrastructure's key asset, offering insight into the brokerage's research coverage and valuation outlook.

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 $53, with estimates ranging from $47 to $71. 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. 49 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank JEF?

As at 12 Oct 2026, Jefferies Financial Group, Inc. ranks 49 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 (99 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 +17.8% from the last close, and Ticker Nerd's factor model ranks Jefferies Financial Group, Inc. 49 out of 100 as at 12 Oct 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: $47 to $71 over the next 12 months.

How has JEF stock performed over the past year?

Jefferies Financial Group, Inc. returned -8.9% over the 12 months to 12 Oct 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 (Proactive Investors, 7 Oct 2026): "Pennon shares plunge 20% as Jefferies flags equity raise and dividend cut". Pennon shares fell as much as 20.4% after it launched a £550 million rights issue and cut its dividend. Jefferies called the measures a significant balance sheet reset, retaining its hold rating and 500p price target.

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 · 7,065 employees · United States · https://www.jefferies.com