Jefferies Financial Group (NYSE:JEF) Posts Earnings Results, Misses Estimates By $0.14 EPS

Posted by Brian Himes on Jun 24th, 2026

Jefferies Financial Group (NYSE:JEF – Get Free Report) released its quarterly earnings results on Wednesday. The financial services provider reported $1.02 earnings per share for the quarter, missing the consensus estimate of $1.16 by ($0.14), FiscalAI reports. Jefferies Financial Group had a return on equity of 7.83% and a net margin of 6.61%.The firm had revenue of $2.21 billion for the quarter, compared to analysts’ expectations of $2.30 billion. During the same quarter last year, the firm posted $0.40 earnings per share.

Jefferies Financial Group Stock Performance

JEF traded down $2.60 during trading hours on Wednesday, hitting $57.92. The stock had a trading volume of 3,923,479 shares, compared to its average volume of 2,629,229. Jefferies Financial Group has a 1 year low of $35.53 and a 1 year high of $71.04. The company’s fifty day simple moving average is $53.04 and its 200 day simple moving average is $53.35. The stock has a market cap of $11.84 billion, a PE ratio of 19.57 and a beta of 1.54. The company has a quick ratio of 1.04, a current ratio of 1.04 and a debt-to-equity ratio of 1.87.

Wall Street Analyst Weigh In

JEF has been the subject of several recent analyst reports. Zacks Research raised Jefferies Financial Group from a “strong sell” rating to a “hold” rating in a report on Thursday, April 9th. Weiss Ratings upgraded Jefferies Financial Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, June 12th. BMO Capital Markets boosted their price objective on Jefferies Financial Group from $42.00 to $60.00 and gave the stock a “market perform” rating in a research report on Monday, June 8th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Jefferies Financial Group in a research report on Friday, June 5th. Finally, UBS Group lowered shares of Jefferies Financial Group from a “buy” rating to a “neutral” rating and increased their price target for the company from $59.00 to $67.00 in a research report on Thursday, June 18th. Two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $63.38.

Get Our Latest Report on JEF

Hedge Funds Weigh In On Jefferies Financial Group

Large investors have recently modified their holdings of the business. Alyeska Investment Group L.P. grew its position in Jefferies Financial Group by 422.0% during the fourth quarter. Alyeska Investment Group L.P. now owns 3,972,352 shares of the financial services provider’s stock worth $246,167,000 after buying an additional 3,211,375 shares in the last quarter. AQR Capital Management LLC boosted its position in shares of Jefferies Financial Group by 696.8% during the 4th quarter. AQR Capital Management LLC now owns 3,412,301 shares of the financial services provider’s stock valued at $211,460,000 after acquiring an additional 2,984,055 shares during the last quarter. Jacobs Levy Equity Management Inc. grew its holdings in shares of Jefferies Financial Group by 583.2% during the fourth quarter. Jacobs Levy Equity Management Inc. now owns 1,016,854 shares of the financial services provider’s stock worth $63,014,000 after purchasing an additional 868,011 shares in the last quarter. Freestone Grove Partners LP grew its holdings in shares of Jefferies Financial Group by 198.3% during the fourth quarter. Freestone Grove Partners LP now owns 959,288 shares of the financial services provider’s stock worth $59,447,000 after purchasing an additional 637,684 shares in the last quarter. Finally, Holocene Advisors LP bought a new position in shares of Jefferies Financial Group in the second quarter worth approximately $32,395,000. Hedge funds and other institutional investors own 60.88% of the company’s stock.

Key Headlines Impacting Jefferies Financial Group

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

Positive Sentiment: Jefferies reported diluted EPS of $1.02, up from $0.40 a year ago, and net earnings attributable to common shareholders rose to $226.2 million, showing meaningful year-over-year improvement. Jefferies Announces Second Quarter 2026 Financial Results
Neutral Sentiment: The company’s return on adjusted tangible shareholders’ equity reached 12.8%, indicating solid underlying profitability despite the mixed headline results. Jefferies Announces Second Quarter 2026 Financial Results
Negative Sentiment: Results missed analyst estimates, with EPS of $1.02 versus expectations of $1.16 and revenue of $2.21 billion versus the $2.30 billion consensus, which likely pressured the shares. Jefferies quarterly earnings release

Jefferies Financial Group Company Profile

(Get Free Report)

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.