JEF

Oct 20, 11:03 AMNo clear catalyst identified; Jefferies gain tracks broad investment-banking peer rally today

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

| Held by: IJH VTI VB VBR VXF MDY SDVY SPMD DFAC IJJ

Index	-
Market Cap	10.36B
Enterprise Value	32.08B
Income	856.71M
Sales	11.47B
Book/sh	46.65
Cash/sh	78.64
Dividend Est.	1.60 (3.55%)
Dividend TTM	1.60 (3.55%)
Dividend Ex-Date	Nov 16, 2026
Dividend Gr. 3/5Y	10.06% 21.67%
Payout	56.50%
Employees	7787
IPO	Oct 07, 1968

P/E	11.96
Forward P/E	9.63
PEG	0.40
P/S	0.90
P/B	0.97
P/C	0.57
P/FCF	1.71
EV/EBITDA	6.48
EV/Sales	2.80
Quick Ratio	1.52
Current Ratio	1.52
Debt/Eq	3.71
LT Debt/Eq	1.77
Option/Short	Yes / Yes

EPS (ttm)	3.77
EPS next Y	4.68
EPS next Q	0.87
EPS this Y	30.38%
EPS next Y	26.91%
EPS next 5Y	24.14%
EPS past 3/5Y	-2.57% 1.32%
Sales past 3/5Y	5.90% 5.32%
EPS Y/Y TTM	29.87%
Sales Y/Y TTM	26.48%
EPS Q/Q	17.95%
Sales Q/Q	-9.01%
Earnings	Sep 28 AMC
EPS/Sales Surpr.	7.57% 1.17%

Insider Own	35.06%
Insider Trans	18.09%
Inst Own	60.65%
Inst Trans	-1.50%
ROA	1.19%
ROE	8.48%
ROIC	3.01%
Gross Margin	90.99%
Oper. Margin	41.38%
Profit Margin	7.47%
SMA20	-0.40%
SMA50	-8.68%
SMA200	-12.39%
Trades

Shs Outstand	189.08M
Shs Float	149.15M
Short Float	4.92%
Short Ratio	3.36
Short Interest	7.34M
52W High	66.60 -32.29%
52W Low	35.53 26.91%
Volatility	4.03% 3.41%
ATR (14)	1.58
RSI (14)	42.45
Beta	1.54
Rel Volume	0.30
Avg Volume	2.18M
Volume	141,451

Perf Week	2.69%
Perf Month	-4.85%
Perf Quarter	-18.87%
Perf Half Y	-4.08%
Perf YTD	-27.24%
Perf Year	-18.12%
Perf 3Y	39.77%
Perf 5Y	11.40%
Perf 10Y	168.71%
Recom	2.33
Target Price	56.80
Prev Close	45.01
Price	45.09
Change %	0.18%

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

Oct-20-26 12:47PM	Spotify Q3 preview: Jefferies sees favorable set-up as AI products and ad growth offer upside (Proactive)
08:28AM	Spanish bank index falls 9% since yield jump; Jefferies shifts ratings (Investing.com)
07:45AM	Jefferies Jumps to No. 1 in the 2026 Extel All-America Research Survey for Total Ranked Analysts (Business Wire)
Oct-19-26 03:13PM	Top US building products stocks according to Jefferies (Investing.com)
01:49PM	NRG Stock Slides Following Price Target Cuts From Jefferies, Seaport Research A Look At Some Key Highlights (Stocktwits)
01:28PM	Loading…
01:28PM	Last week saw the largest tech sell skew in more than 5 years, says Jefferies (Yahoo Finance)
01:28PM	Last week saw the largest tech sell skew in more than 5 years, Jefferies says (Yahoo Finance)
09:04AM	Wall Street banks pitch forever funds for private equity assets - Bloomberg (Investing.com)
Oct-16-26 06:50AM	Jefferies Highlights Top Mid-Cap Biotech Stocks Ahead of Earnings (Investing.com)
Oct-15-26 02:26PM	Spectrum Brands undervalued as Jefferies sees 26% upside (Proactive)
03:53AM	SHOP Stock Heads For 4th Green Week: Analysts See Up To 10% Upside For Shopify Ahead Of Earnings (Stocktwits)
Oct-14-26 01:50PM	Wendys turnaround faces deeper closures as Jefferies cuts forecasts (Proactive)
09:05AM	Jefferies upgrades Texas Roadhouse to Buy, citing overdone pullback; shares rise (Investing.com)
Oct-13-26 02:17PM	Aritzia faces limited upside after strong rally, Jefferies warns (Proactive)
Oct-12-26 11:40AM	Cybersecurity pipelines hit 11-quarter high as buyers consolidate vendors (Proactive)
11:07AM	Loading…
Oct-11-26 11:07AM	Alibaba Has Lost 41% in a Year: Jefferies Sees 79% Upside (TIKR)
10:59AM	PROG Holdings Has Lost 30% in 3 Months: Jefferies Sees 65% Upside (TIKR)
Oct-09-26 01:10PM	Abercrombie & Fitch wins Jefferies backing as pricing power and brand momentum support growth (Proactive)
04:10AM	Jefferies Names its Top Pick in China Internet Sector (Investing.com)
Oct-07-26 07:00AM	Jefferies maintains 'buy' rating on AstraZeneca ahead of third-quarter results (Proactive)
03:30AM	Pennon shares plunge 20% as Jefferies flags equity raise and dividend cut (Proactive)
Oct-06-26 03:59PM	Defense Tech Goes Public: REDLattice CEO Andy Boyd, Live at Nasdaq (IPO-Edge.com)
01:18AM	Jefferies Names Top Japan Semiconductor Equipment Stocks to Buy (Investing.com)
Oct-05-26 01:17PM	Samsara positioned for growth as AI expands value of proprietary data, Jefferies says (Proactive)
Oct-04-26 08:17AM	Is AI accelerating clean energy or oil and gas? (Investing.com)
Oct-02-26 01:02PM	CoreWeave capacity constraints bolster Jefferies bull case (Proactive)
Oct-01-26 03:24PM	Levi's set for solid third quarter on healthy denim demand, Jefferies says (Proactive)
Sep-30-26 03:32PM	Jefferies Highlights Three Biotech Stocks With Blockbuster Potential (Investing.com)
08:20AM	3 European chip stocks to buy for Q3 earnings season: Jefferies (Investing.com)
05:14AM	Jefferies sees limited Generali upside after strong earnings-driven rally (Investing.com)
03:19PM	Loading…
Sep-29-26 03:19PM	Jefferies Lifts Bloom Energy Target but Flags Project Risks (GuruFocus.com)
02:54PM	Jefferies Beats Estimates but BMO Lowers Its Target Anyway (GuruFocus.com)
01:08PM	Carvana on pace for biggest sales beat since early 2025, Jefferies says (Proactive)
10:46AM	Roblox Stock Fell Nearly 10% in a Day on a Jefferies Downgrade. Heres the Bookings Gap Behind the Call (TIKR)
10:03AM	Wall Street's trading boom was already showing fatigue before the bond rout deepened (Yahoo Finance)
07:09AM	Jefferies Financial Shares Fall as Fixed Income and Asset Management Revenue Declines (InvestorsHub)
04:19AM	NKE Stock Heads For Another Month In The Red: Jefferies Bets On Nike's Recovery, Sees A Q1 Earnings Beat (Stocktwits)
Sep-28-26 06:18PM	Jefferies Stock Falls Despite Earnings Beat and Record Banking Revenue (Barrons.com)
05:04PM	Jefferies Financial stock slips 3% as Fixed Income, Asset Management revenues fall (Investing.com)
05:00PM	REDLattice To Become Public Via $1.25B SPAC Transaction (IPO-Edge.com)
04:16PM	Jefferies Announces Third Quarter 2026 Financial Results (Business Wire)
03:48PM	Roblox Stock Falls After Jefferies Cuts It to Underperform (GuruFocus.com)
02:33PM	Roblox cut to Underperform as Jefferies questions bookings (Proactive)
Sep-25-26 08:30AM	Jefferies to Host Investor Day on October 19, 2026 (Business Wire)
Sep-24-26 07:19AM	OKTA Stock Pulls Back From 4-Year High Despite Three Price Target Hikes: Jefferies Sees More Pronounced Growth By 2027 (Stocktwits)
Sep-21-26 02:17PM	BA Receives A Target Cut From Jefferies - Firm Slashes Its Free Cash Flow Estimate (Stocktwits)
12:50PM	Jefferies cuts eBay target to $75 on EBITDA downside (Proactive)
10:49AM	Jefferies Sets Jaw-Dropping S&P 500 Target for 2027 (GuruFocus.com)
Sep-20-26 09:25PM	S&P 500 To 9,000 By 2027? Analyst Breaks Down Bullish Thesis (Stocktwits)
06:33PM	Jefferies stays bullish on S&P 500, sees 9,000 by end-2027 (Investing.com)
Sep-15-26 03:17PM	McDonald's target falls to $325, but Jefferies keeps faith in recovery (Proactive)
10:41AM	Jefferies favors senior housing in healthcare REIT coverage launch (Investing.com)
Sep-14-26 04:30PM	Jefferies to Release its Third Quarter Financial Results on September 28, 2026 (Business Wire)
Sep-11-26 06:56AM	Adobe Q3 Uneventful Even As AI ARR Tops $650M, Jefferies Says Citi Flags Slowing Growth (Stocktwits)
Sep-10-26 02:20PM	American Eagle stock slides on continued brand pressure (Proactive)
11:50AM	Adobe set for inline Q3 results as new CEO era begins amid AI valuation reset (Proactive)
Sep-09-26 10:07AM	Summit Therapeutics shares gain after Jefferies upgrades stock to Buy (InvestorsHub)
Sep-04-26 01:05AM	CPB Stock Heads For Worst Week Since March: Jefferies Sees 2027 'Shaping Up As A Difficult Year' After Dividend Cut (Stocktwits)
Sep-03-26 04:30PM	Jefferies Financial Group Inc. to Host Annual Investor Meeting (Business Wire)
10:25AM	Jefferies launches nuclear coverage on $55tn capex outlook to 2100 (Investing.com)
08:31AM	Jefferies raises long-term uranium prices outlook (Investing.com)
Sep-02-26 11:24AM	Jefferies sees bottlenecks in critical minerals as electrification demand builds (Investing.com)
Aug-26-26 12:48PM	CrowdStrike earnings: Investors demand acceleration signal, not just a beat (Proactive)
10:26AM	Jefferies cuts TJX to Hold as Marmaxx stumbles and Ross pulls ahead (Investing.com)
Aug-25-26 11:20AM	SaaSmageddon Survivors: 5 Top Software Stocks to Buy (Kiplinger)
Aug-24-26 04:57AM	INTU Stock In Focus: Jefferies Sees Recovery Opportunity Despite AI Fears Ahead Of Earnings (Stocktwits)
Aug-20-26 03:24PM	AppLovin sentiment turns negative as bull case grows harder to find, Jefferies says (Proactive)
Aug-19-26 04:40PM	Jefferies Credit Partners Is Moving Its Own Loans Into a New Fund (Benzinga Private Markets)
Aug-14-26 03:17PM	Apple Stock Stalls as Jefferies Cuts Target to $263.66 (GuruFocus.com)
10:38AM	Walmart set for in-line Q2 as investors eye tariff refund plans, 2H guidance (Proactive)
Aug-13-26 04:45PM	Jefferies Financial Group Inc. Shareholders Are Encouraged to Contact Johnson Fistel Regarding Potential Recovery of Investment Losses (Business Wire)
Aug-12-26 01:23PM	Apple Stock Falls After Jefferies Slashes Price Target (GuruFocus.com)
10:06AM	CoreWeave surges on Q2 results as analysts highlight strengthening AI demand outlook (Proactive)
08:55AM	Londian Wason Raises $94.3 Million Ahead of Trading Debut: NYSE Content Update (PR Newswire)
Aug-11-26 03:11PM	Apple Stock Falls Again After Jefferies Slashes Rating (GuruFocus.com)
Aug-10-26 04:04PM	Wendys Q2 same-store sales fall short as traffic remains under pressure (Proactive)
11:52AM	Apple Stock Falls on Downgrade -- Jefferies Warns of Major iPhone Setback (GuruFocus.com)
Aug-07-26 11:48AM	Non-Opioid Painkiller Maker Latigo Jumps 17% After Upsized IPO (Bloomberg)
08:08AM	Wall Street Revises Sandisk Stock Price Target After Earnings (GuruFocus.com)
Aug-06-26 11:57PM	SNDK Stock Edges Up Overnight: Jefferies Slashes Price Target By Nearly 50% On Memory Growth Concerns (Stocktwits)
06:35AM	IONQ, QBTS, INFQ: IonQ Stock Leads Gains In Quantum Stocks As Jefferies Eyes September Catalyst (Stocktwits)
Aug-04-26 03:02PM	Cloudflare poised for second quarter revenue acceleration, says Jefferies (Proactive)
Aug-02-26 09:45AM	Jefferies Faces Fresh Trouble at Fund It Was Already Shuttering (Bloomberg)
Jul-30-26 03:34PM	JPMorgan Says Clarity Act Uncertainty Is Holding Crypto Back (CryptoProwl)
10:18AM	Goldman, Barclays, Jefferies Cut Robinhood Targets Despite Earnings Beat (BeInCrypto)
Jul-29-26 07:18PM	Sandwich Chain Jersey Mikes, Backers Raise $1 Billion in IPO (Bloomberg)
07:05AM	Wall Streets Trading Records Leave European Banks in Their Wake (Bloomberg)
Jul-28-26 01:31PM	Flutter could see prediction market concerns ease as Jefferies highlights upside opportunities (Proactive)
Jul-27-26 02:25PM	Jefferies Upgrades Both Detroit Automakers (GuruFocus.com)
11:15AM	Jersey Mikes IPO Said to Be More Than 10 Times Oversubscribed (Bloomberg)
09:11AM	Jefferies turns bullish on Ford, GM ahead of earnings, citing stronger margins (Investing.com)
Jul-24-26 08:20AM	Momentum Crash Hits YOLO Traders Returns by Most in Four Years (Bloomberg)
Jul-23-26 03:24PM	Pinterest faces easier comps ahead, but Jefferies questions long-term ad monetization (Proactive)
02:45PM	Fortinet heads into earnings with product growth in the spotlight (Proactive)
02:29PM	Match Group: Tinder metrics improving, but structural challenges persist, Jefferies says (Proactive)
Jul-22-26 08:38AM	Jefferies Hires 20-Year Veteran to Accelerate Brazil Expansion (GuruFocus.com)
Jul-21-26 03:12PM	The Trade Desk faces uncompelling print setup: Jefferies (Proactive)
11:18AM	Jefferies downgrades Datadog after 94% YTD rally (Investing.com)
08:45AM	DDOG Stock Has Surged 94% This Year So Far Jefferies Believes This Leaves Little Room For Slippage Ahead Of Q2 Earnings (Stocktwits)
Jul-20-26 01:07PM	Arm receives higher price target from Jefferies on stronger AI-driven demand outlook (Proactive)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SUMITOMO MITSUI FINANCIAL GROU	Director	Jul 15 '26	Buy	53.96	5,906,542	318,717,006	8,566,379	Jul 17 06:15 AM
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

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.

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Jefferies Financial Group Inc

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