JEF

Jun 24, 8:20 PMJefferies Q2 2026 non-GAAP EPS $1.02 (+155% YoY) on $2.2B revenue (+35% YoY), misses EPS and revenue estimates

Peers: LPLA SF HLI EVR LAZ MC PJT RJF GS MS

| Held by: IJH VTI VB VBR VXF MDY SPMD IJJ IWR VYM

Scroll to Statements

Index	-	P/E	16.19	EPS (ttm)	3.58	Insider Own	20.03%	Shs Outstand	194.15M	Perf Week	-6.58%
Market Cap	11.84B	Forward P/E	12.02	EPS next Y	4.82	Insider Trans	18.63%	Shs Float	163.48M	Perf Month	11.47%
Enterprise Value	32.66B	PEG	0.49	EPS next Q	0.93	Inst Own	70.83%	Short Float	2.66%	Perf Quarter	42.89%
Income	796.81M	P/S	1.13	EPS this Y	26.92%	Inst Trans	-3.35%	Short Ratio	1.98	Perf Half Y	-6.47%
Sales	10.49B	P/B	1.06	EPS next Y	34.23%	ROA	1.13%	Short Interest	4.34M	Perf YTD	-6.50%
Book/sh	54.43	P/C	0.83	EPS next 5Y	24.30%	ROE	7.91%	52W High	71.04 -18.44%	Perf Year	4.70%
Cash/sh	70.02	P/FCF	4.28	EPS past 3/5Y	-2.57% 1.47%	ROIC	2.91%	52W Low	35.53 63.07%	Perf 3Y	84.40%
Dividend Est.	1.64 (2.84%)	EV/EBITDA	8.40	Sales past 3/5Y	5.90% 5.32%	Gross Margin	90.23%	Volatility	3.34% 3.19%	Perf 5Y	92.25%
Dividend TTM	1.60 (2.76%)	EV/Sales	3.11	EPS Y/Y TTM	2.34%	Oper. Margin	35.02%	ATR (14)	2.02	Perf 10Y	297.89%
Dividend Ex-Date	Aug 18, 2026	Quick Ratio	1.52	Sales Y/Y TTM	16.38%	Profit Margin	7.60%	RSI (14)	53.62	Recom	2.43
Dividend Gr. 3/5Y	10.06% 21.67%	Current Ratio	1.52	EPS Q/Q	157.12%	SMA20	0.42%	Beta	1.48	Target Price	64.80
Payout	56.50%	Debt/Eq	3.32	Sales Q/Q	33.80%	SMA50	9.41%	Rel Volume	1.76	Prev Close	60.52
Employees	7787	LT Debt/Eq	1.68	Earnings	Jun 24 AMC	SMA200	5.66%	Avg Volume	2.19M	Price	57.94
IPO	Oct 07, 1968	Option/Short	Yes / Yes	EPS/Sales Surpr.	-11.85% -4.04%	Trades		Volume	4,047,901	Change	-4.26%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-18-26	Downgrade	UBS	Buy → Neutral	$67
Mar-09-26	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$49
Dec-11-25	Resumed	UBS	Buy	$76
Dec-08-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$78
Oct-17-25	Upgrade	Oppenheimer	Perform → Outperform	$81
Oct-03-25	Initiated	BMO Capital Markets	Market Perform	$69
Apr-07-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$75 → $41
Mar-19-25	Downgrade	Oppenheimer	Outperform → Perform
Dec-09-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$67 → $97
Sep-17-24	Initiated	UBS	Buy	$67
Aug-22-23	Upgrade	Goldman	Neutral → Buy	$37 → $40
Jul-12-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$27 → $36
Apr-12-23	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$28 → $27
Jan-11-23	Downgrade	Goldman	Buy → Neutral	$40
Dec-22-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$38 → $37
Sep-06-22	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$30 → $38
Dec-16-21	Initiated	Morgan Stanley	Equal-Weight	$40
Nov-16-21	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$46
Sep-21-21	Initiated	Goldman	Buy	$45
Sep-16-20	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$17 → $21

Show Previous Ratings

Jun-24-26 04:16PM	Jefferies Announces Second Quarter 2026 Financial Results (Business Wire)
05:02AM	Micron headlines Wednesday's earnings (MarketWatch)
Jun-23-26 03:16PM	Carvanas June sales growth appears to slow, Jefferies remains bullish (Proactive)
Jun-22-26 10:01AM	Tesla's operational gains obscured by widening robotaxi lag and valuation disconnect (Proactive)
08:46AM	Jefferies Warns Tesla Could Trade Like SpaceX Proxy (GuruFocus.com)
06:41AM	Loading…
06:41AM	Jefferies Lowers Tesla Target and Highlights Potential SpaceX Tracking Stock Risk (InvestorsHub)
05:08AM	Jefferies sees downside risk for Tesla stock, warns of SpaceX tracker risk (Investing.com)
Jun-18-26 07:27AM	UBS downgrades Jefferies after massive 50% stock rally (Investing.com)
Jun-16-26 04:20PM	Jefferies to Release its Second Quarter Financial Results on June 24, 2026 (Business Wire)
03:53PM	Exclusive: PayPal winds down venture arm as fintech giant restructures under new CEO (Fortune)
Jun-15-26 02:54PM	Copper Jumps To $13,864 As US-Iran Deal Lifts Metals (GuruFocus.com)
Jun-11-26 07:01AM	NAVN Stock On Track To Open At All-Time High Navans Blowout Quarter Has Analysts Hiking Price Targets (Stocktwits)
Jun-04-26 03:34PM	Microsofts model-agnostic AI strategy earns praise from Jefferies (Proactive)
02:51PM	JPMorgan, Jefferies Plan Venezuela Trips as Investors Rush In (Bloomberg)
05:37AM	Jefferies CEO says firm is not in the SpaceX shorting business (MarketWatch)
07:07AM	Loading…
Jun-02-26 07:07AM	Samsung and SK Hynix rally surpasses IT bubble gains, says Jefferies (Investing.com)
Jun-01-26 12:57PM	Redwire cut to Hold as valuation outpaces fundamentals, says Jefferies (Investing.com)
May-31-26 07:00PM	HSBC CEO Pitches Hong Kong Clients, Hires More Bankers After Setbacks (Bloomberg)
May-28-26 11:00AM	Salesforce Borrows $25 Billion to Buy Back Its Own Stock. Wall Street Is Worried (BeInCrypto)
May-27-26 09:39AM	Jefferies turns bearish on Xiaomi amid smartphone margin pressure (Investing.com)
09:32AM	Top Wall Street Names See NVIDIA Stock at $330, But Buyers Just Walked Out (BeInCrypto)
May-26-26 03:35PM	SentinelOne price target boosted on growth visibility by Jefferies ahead of Q1 earnings (Proactive)
May-21-26 01:13PM	Workday execution risk flagged by Jefferies ahead of quarterly earnings (Proactive)
May-16-26 06:18AM	Jefferies Says AI Rally Remains Supported by Strong Earnings Growth (InvestorsHub)
May-15-26 11:02AM	Adtek Files Hong Kong IPO As AI Optical Rally Hits 950% (GuruFocus.com)
May-14-26 01:29PM	G Mining Ventures supported by strong second half setup, says Jefferies (Proactive)
09:26AM	Jefferies Initiates Coverage Of Hut 8 Stock With Buy Rating (CryptoProwl)
May-13-26 02:12PM	Crypto Wallet Provider Ledger Puts IPO Plans On Hold (CryptoProwl)
May-12-26 04:06PM	IBM well-positioned to benefit from enterprise AI demand (Proactive)
12:27PM	Rigetti Computing tops Q1 earnings estimates as loss narrows (Proactive)
07:57PM	Loading…
May-09-26 07:57PM	Stock Traders Guide to Navigating High Stakes Trump-Xi Talks (Bloomberg)
May-08-26 12:06PM	Jefferies issues a stark warning for Palantir stock investors (GuruFocus.com)
May-06-26 03:00PM	Jefferies Releases 'Shifting Sands: Israel's Role as a Financial Capital in an Evolving Middle East, a Comprehensive Report Highlighting Israel's Capital Market Resilience and Tech Ecosystem Strength Amid Regional Transformation (Business Wire)
May-05-26 07:57AM	HSBC Results Disappoint With Shock $400 Million MFS Charge (Bloomberg)
May-04-26 08:45AM	Americas Fastest-Growing Breakfast Chain Has Fans and Haters (Bloomberg)
May-01-26 03:12AM	Jefferies cuts MGM to Hold on leased portfolio, growth concerns (Investing.com)
Apr-27-26 04:23PM	Roku set to beat the bar when it reports Q1 results (Proactive)
03:55PM	Microsoft Q3 preview: Jefferies says it's time to reset the narrative (Proactive)
11:21AM	Ackmans Pershing Square IPO Expected to Raise $5 Billion (Bloomberg)
06:16AM	Indias Sun Pharma Plots $12 Billion Organon Buyout For Global Reach (Bloomberg)
Apr-24-26 04:09PM	Amazon-Backed X-Energy Climbs 27% After $1.02 Billion US IPO (Bloomberg)
Apr-23-26 08:11PM	Amazon-Backed Nuclear Firm X-Energy Raises $1.02 Billion in IPO (Bloomberg)
05:44PM	Jefferies Financial Group Inc. Announces Pricing of $1,100,000,000 5.125% Senior Notes Due 2031 (Business Wire)
Apr-21-26 12:54PM	Procter & Gamble cost pressures in focus for Q3 report (Proactive)
Apr-19-26 03:59AM	Street Calls of the Week (Investing.com)
Apr-17-26 04:18PM	Drone Maker Aevex Shares Climb 35% After $320 Million US IPO (Bloomberg)
Apr-16-26 04:35PM	Madison Air Jumps After Biggest US Industrial IPO Since 1999 (Bloomberg)
03:32PM	The Trade Desk outlook clouded by second-half growth concerns, says Jefferies (Proactive)
01:39PM	Hershey price target raised ahead of Q1 earnings on recovery optimism (Proactive)
11:40AM	Jefferies warns on Trade Desk into Q1 earnings (Investing.com)
Apr-15-26 01:09PM	Autodesk gains as Jefferies sees durable double-digit growth, strong margins (Proactive)
12:43PM	Target earnings upside underestimated on margin recovery, Jefferies believes (Proactive)
Apr-13-26 02:02PM	Why Is Credo Technology Stock Jumping Today (GuruFocus.com)
02:01PM	Credo Surges as Jefferies Bets on AI Connectivity Re-Rating (GuruFocus.com)
09:30AM	Spotify not expected to deliver any major surprises when it reports Q1 earnings (Proactive)
09:01AM	Roku has analysts bullish on strong ad trends ahead of first quarter earnings report (Proactive)
Apr-10-26 07:46AM	Apple set to deliver slight earnings miss for March quarter on weaker iPhone sales, higher memory costs (Proactive)
Apr-09-26 10:57AM	Constellation Brands shares rise after fourth-quarter results beat expectations (Proactive)
Apr-08-26 04:42PM	Novo-Backed Respiratory Drugmaker Avalyn Pharma Files for US IPO (Bloomberg)
03:14AM	Jefferies sees limited downside for Deere after 15% pullback, upgrades to Hold (Investing.com)
Apr-07-26 04:18AM	Jefferies urges selectivity on gaming stocks, downgrades one name (Investing.com)
Apr-06-26 05:11PM	Boot Barn Upgraded To Buy As Jefferies Sees Favorable Risk-Reward (GuruFocus.com)
03:56PM	Levis could beat Q1 estimates, but macro risks keep analysts cautious (Proactive)
03:22PM	Boot Barn upgraded by Jefferies analysts on valuation reset (Proactive)
02:55PM	Goldman Sachs, Morgan Stanley seen riding trading boom as dealmaking holds firm, Jefferies says (Proactive)
08:08AM	Is crude & diesel the next gold? Strategist answers (Investing.com)
Apr-02-26 12:54PM	Roblox price target cut on slowing engagement, demanding 2026 guidance (Proactive)
08:16AM	Heres what Jefferies says about potential 100% tariffs on certain medicines (Investing.com)
Apr-01-26 10:14AM	More private credit loans for sale than ever, but secondary demand appears tepid (Pitchbook)
Mar-31-26 03:49PM	Roku set for revenue boost from Home Screen refresh, says Jefferies (Proactive)
03:19PM	Carvana surges as Jefferies flags strong unit growth, pricing momentum (Proactive)
01:17PM	Ferrari upgraded to Buy on growth confidence (Proactive)
11:55AM	Nike Is Trading at 8 Year Low Ahead of Earnings. Why Analysts Call It a Buy. (Barrons.com)
Mar-30-26 03:31PM	Meta faces regulatory risks but Jefferies sees buying opportunity (Proactive)
01:39PM	Anthropic AI advances stir cybersecurity debate, but market risks may be overblown (Proactive)
11:39AM	United Therapeutics shares surge after positive IPF trial results (Proactive)
08:06AM	AI creates buying opportunities in these stocks, Jefferies (Investing.com)
Mar-26-26 03:48PM	VF Corp.'s Vans brand shows early momentum, Jefferies notes lingering risks (Proactive)
10:06AM	Jefferies initiates Robinhood at Buy, citing path to financial super app (Investing.com)
08:16AM	Jefferies Stock Falls. Private Credit Problems Hit Earnings. (Barrons.com)
05:46AM	Futures dip, oil tops $100 as Iran reviews U.S. peace plan - whats moving markets (Investing.com)
Mar-25-26 05:17PM	Jefferies Says Private-Lending Blowups Led to $17 Million in Losses (The Wall Street Journal)
04:23PM	Jefferies: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:17PM	Jefferies Investment-Banking Windfall Eroded by Credit Woes (Bloomberg)
04:15PM	Jefferies Announces First Quarter 2026 Financial Results (Business Wire)
03:51PM	On Holding shakes up leadership team in response to rising pressure, says Jefferies (Proactive)
Mar-24-26 07:04PM	Jefferies Attracts Takeover Interest Amid Share Slide (GuruFocus.com)
12:55PM	Abercrombie & Fitch could boost earnings with Asia Pacific shake-up: Jefferies (Proactive)
12:15PM	Jefferies trims Novo Nordisk target as GLP-1 pricing erosion and oral Wegovy launch uncertainty cloud first quarter (Proactive)
10:42AM	Tesla's Euro sales rebound, Jefferies stock rises on SMFG reports (Yahoo Finance Video)
09:56AM	Jefferies gains on reports of potential Sumitomo Mitsui takeover interest (Proactive)
09:41AM	Stocks to Watch Tuesday: Tesla, Jefferies, Estee Lauder (The Wall Street Journal)
09:24AM	Jefferies Financial Rallies On Takeover Talk Ahead Of Earnings (Investor's Business Daily)
08:04AM	Japan's SMFG is considering a takeover of Jefferies (MarketWatch)
08:03AM	Jefferies Could Get Taken Over by Japan's SMFG. What It Means for the Stock. (Barrons.com)
06:51AM	Jefferies Stock Jumps. Japan's SMFG Is Planning a Possible Takeover, Report Says. (Barrons.com)
06:12AM	These Stocks Are Today's Movers: Tesla, Jefferies, Apollo, Gilead, Estee Lauder, and More (Barrons.com)
06:06AM	Jefferies shares jump on takeover talk (MarketWatch)
03:23AM	Japans SMFG explores possible takeover of Jefferies (Financial Times)
Mar-23-26 01:36PM	Amazon seen as undervalued despite AI capex concerns: Jefferies (Proactive)

Jefferies Financial Group, Inc. is a holding company, which engages in the provision of financial services. It operates through Investment Banking and Capital Markets, and Asset Management. The Investment Banking and Capital Markets segment involves the provision of underwriting and financial advisory services in the Americas, Europe and the Middle East, and Asia-Pacific. The Asset Management segment includes investing seed and additional strategic capital. The company was founded in 1968 and is headquartered in New York, NY.

Co-Founder & ChairmanMr. Joseph Saul Steinberg

CEO & DirectorMr. Richard Brian Handler

J.D.Mr. Brian Paul Friedman CPA

Executive VP & CFOMr. Matthew Scott Larson

Executive VP & General CounselMr. Michael James Sharp J.D.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
FRIEDMAN BRIAN P	President	May 06 '26	Sale	51.90	1	52	2,061,442	May 08 09:27 PM
SUMITOMO MITSUI FINANCIAL GROU	Director	May 01 '26	Buy	48.22	6,429,337	310,022,630	6,429,337	May 04 08:00 AM

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

Jefferies Financial Group Inc

Upgrade your Finviz experience