Jefferies Financial Group (NYSE:JEF) Releases Quarterly Earnings Results

Posted by George Bondi on Sep 28th, 2026

Jefferies Financial Group (NYSE:JEF – Get Free Report) released its quarterly earnings data on Monday. The financial services provider reported $1.08 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.08, FiscalAI reports. The business had revenue of $2.22 billion during the quarter, compared to analyst estimates of $2.20 billion. Jefferies Financial Group had a return on equity of 9.23% and a net margin of 7.58%.

Jefferies Financial Group Stock Down 1.1%

NYSE:JEF traded down $0.53 during mid-day trading on Monday, reaching $47.15. The stock had a trading volume of 4,042,947 shares, compared to its average volume of 2,459,023. The company has a debt-to-equity ratio of 1.99, a current ratio of 0.98 and a quick ratio of 0.98. The stock has a market cap of $9.14 billion, a P/E ratio of 13.17 and a beta of 1.52. Jefferies Financial Group has a fifty-two week low of $35.53 and a fifty-two week high of $69.93. The business’s 50 day moving average is $53.22 and its 200 day moving average is $50.91.

Jefferies Financial Group announced that its Board of Directors has initiated a stock buyback plan on Wednesday, June 24th that permits the company to buyback $250.00 million in shares. This buyback authorization permits the financial services provider to repurchase up to 2% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s board of directors believes its shares are undervalued.

Analyst Upgrades and Downgrades

JEF has been the subject of a number of analyst reports. Oppenheimer reaffirmed an “outperform” rating and set a $76.00 price objective on shares of Jefferies Financial Group in a research note on Thursday, September 17th. Morgan Stanley boosted their price target on shares of Jefferies Financial Group from $44.00 to $50.00 and gave the company an “equal weight” rating in a report on Tuesday, June 9th. The Goldman Sachs Group restated a “buy” rating and issued a $67.00 price target on shares of Jefferies Financial Group in a research report on Wednesday, September 9th. Weiss Ratings lowered shares of Jefferies Financial Group from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, August 27th. Finally, BMO Capital Markets cut their target price on shares of Jefferies Financial Group from $60.00 to $57.00 and set a “market perform” rating on the stock in a research note on Friday, September 11th. Two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $62.75.

View Our Latest Research Report on JEF

Key Jefferies Financial Group News

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

Positive Sentiment: Upcoming earnings could provide a catalyst: Jefferies is scheduled to report quarterly results, placing attention on advisory activity, capital markets performance and trading revenue. A strong update could help the stock recover, although the earnings event may also increase volatility. Jefferies Financial Group Q3 2026 Earnings Preview
Positive Sentiment: Analyst activity highlights the firm’s franchise: Jefferies continues to generate market-moving research, including a bullish call on Nike ahead of earnings and coverage of major financial and insurance companies. This supports the visibility of its equities-research and investment-banking platform, though the benefit to JEF’s results is indirect. Buy Nike Stock Ahead of Earnings, Says Jefferies
Neutral Sentiment: New bond offerings are drawing valuation attention: A recent analysis said Jefferies may be about 2% below fair value following new bond offerings. The debt issuance can support liquidity and growth, but investors will weigh the additional financing against leverage and funding costs. Jefferies Financial Group Could Be Below Fair Value Following New Bond Offerings
Negative Sentiment: Near-term uncertainty remains elevated: JEF is trading below its 50-day and 200-day moving averages, while the earnings preview and broader market weakness may be encouraging investors to reduce risk ahead of results. The company’s relatively high leverage also makes funding conditions and capital-markets activity important risks.

About Jefferies Financial Group

(Get Free Report)

Jefferies Financial Group Inc (NYSE:JEF) is a diversified financial services company that provides investment banking, capital markets, asset management and wealth management services. Its principal operating business, Jefferies, advises companies, governments and institutional investors on mergers and acquisitions, capital raising, restructuring and other strategic transactions.

Through its investment banking and securities operations, Jefferies offers equity and fixed-income underwriting, sales and trading, research, prime brokerage and related services.