Jefferies Financial Group Inc. (NYSE:JEF) Receives $72.71 Consensus Price Target from Analysts

Jefferies Financial Group Inc. (NYSE:JEF) has been given an average rating of “Moderate Buy” by the seven research firms that are covering the company, Marketbeat reports. Three research analysts have rated the stock with a hold recommendation and four have issued a buy recommendation on the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $72.7143.

A number of research firms recently weighed in on JEF. Morgan Stanley set a $78.00 target price on shares of Jefferies Financial Group and gave the stock an “overweight” rating in a report on Monday, December 8th. UBS Group restated a “buy” rating on shares of Jefferies Financial Group in a report on Tuesday, December 30th. Zacks Research cut Jefferies Financial Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 1st. Oppenheimer increased their price target on Jefferies Financial Group from $81.00 to $97.00 and gave the company an “outperform” rating in a research report on Thursday, December 11th. Finally, Capital One Financial set a $55.00 price objective on Jefferies Financial Group in a research note on Friday, October 17th.

Jefferies Financial Group Price Performance

Shares of NYSE:JEF opened at $59.00 on Thursday. The stock’s 50 day moving average is $61.64 and its 200-day moving average is $60.11. Jefferies Financial Group has a twelve month low of $39.28 and a twelve month high of $77.11. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 1.73. The firm has a market capitalization of $12.19 billion, a price-to-earnings ratio of 20.85 and a beta of 1.50.

Jefferies Financial Group (NYSE:JEF) last released its quarterly earnings data on Wednesday, January 7th. The financial services provider reported $0.96 earnings per share for the quarter, topping the consensus estimate of $0.83 by $0.13. Jefferies Financial Group had a net margin of 6.56% and a return on equity of 7.27%. The firm had revenue of $2.07 billion for the quarter, compared to the consensus estimate of $2.01 billion. During the same quarter in the prior year, the company posted $0.91 earnings per share. The business’s revenue was up 5.7% on a year-over-year basis. Sell-side analysts forecast that Jefferies Financial Group will post 4.41 EPS for the current fiscal year.

Jefferies Financial Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Tuesday, February 17th will be issued a dividend of $0.40 per share. The ex-dividend date is Tuesday, February 17th. This represents a $1.60 annualized dividend and a yield of 2.7%. Jefferies Financial Group’s payout ratio is 56.54%.

Key Stories Impacting Jefferies Financial Group

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

• Positive Sentiment: Recent fundamental strength — Jefferies reported an EPS and revenue beat in its latest quarter (higher EPS of $0.96 vs. $0.83 consensus and revenue above estimates), providing a near-term earnings cushion and a logical reason for buyers to step in. (Earnings detail from company report)
• Positive Sentiment: Valuation re-check attracts buyers — A Yahoo Finance valuation piece highlights JEF’s valuation after recent share moves, which helped frame the pullback as a valuation opportunity for some investors and likely supported buying interest today. Jefferies Financial Group (JEF) Valuation Check
• Neutral Sentiment: Jefferies’ research flow remains active — Multiple Jefferies analyst notes (on RENK, Playtech, GoodRx, Kenvue, SLB and others) show the firm continuing to produce market-moving research and coverage that can generate trading flow for the firm, but these items are indirect for JEF’s stock. Example: Jefferies analyst activity on RENK. Resilient Performance and Strong 2026 Visibility Support Buy Rating on RENK
• Neutral Sentiment: More analyst notes across industries — Additional Jefferies pieces (Playtech, GoodRx, Kenvue/SLB coverage) reflect ongoing retail and institutional engagement but are not direct drivers of JEF’s fundamentals. Examples: Playtech note and GoodRx coverage. Playtech: Hold Rating GoodRx cautious view
• Negative Sentiment: Lingering post-earnings correction — A Zacks piece notes JEF was down ~7.4% since the last earnings report, highlighting investor concerns (e.g., exposure to market-sensitive revenue, leveraged balance sheet) that could cap upside despite today’s bounce. Why Is Jefferies (JEF) Down 7.4% Since Last Earnings Report?

Hedge Funds Weigh In On Jefferies Financial Group

Several hedge funds have recently modified their holdings of JEF. EverSource Wealth Advisors LLC increased its position in shares of Jefferies Financial Group by 385.7% during the fourth quarter. EverSource Wealth Advisors LLC now owns 3,963 shares of the financial services provider’s stock valued at $246,000 after acquiring an additional 3,147 shares during the last quarter. LSV Asset Management grew its stake in Jefferies Financial Group by 18.8% in the 4th quarter. LSV Asset Management now owns 21,378 shares of the financial services provider’s stock valued at $1,325,000 after purchasing an additional 3,378 shares during the period. Mraz Amerine & Associates Inc. increased its position in shares of Jefferies Financial Group by 1.8% during the 4th quarter. Mraz Amerine & Associates Inc. now owns 578,763 shares of the financial services provider’s stock valued at $35,866,000 after purchasing an additional 10,047 shares during the last quarter. Check Capital Management Inc. CA bought a new stake in shares of Jefferies Financial Group during the 4th quarter worth $28,041,000. Finally, Global Retirement Partners LLC boosted its holdings in shares of Jefferies Financial Group by 20.2% in the 4th quarter. Global Retirement Partners LLC now owns 3,657 shares of the financial services provider’s stock worth $227,000 after buying an additional 615 shares during the last quarter. Institutional investors own 60.88% of the company’s stock.

Jefferies Financial Group Company Profile

Jefferies Financial Group Inc is a diversified financial services company that provides a range of investment banking, capital markets and asset management services to corporations, governments and institutional investors worldwide. Through its core platform, Jefferies offers advisory services for mergers and acquisitions, debt and equity underwriting, restructuring and recapitalization. The firm also operates a global sales and trading business covering equities, fixed income and foreign exchange products, complemented by equity research and macroeconomic analysis.

In addition to its capital markets franchise, Jefferies maintains a growing asset management division that delivers customized investment solutions across public and private markets.