NYSE:JEF • US47233W1099
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for JEFFERIES FINANCIAL GROUP IN (JEF).
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2025-12-11 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2025-12-08 | Morgan Stanley | Upgrade | Equal-Weight -> Overweight |
| 2025-10-17 | BMO Capital | Maintains | Market Perform -> Market Perform |
| 2025-10-17 | Oppenheimer | Upgrade | Perform -> Outperform |
| 2025-10-14 | Goldman Sachs | Maintains | Buy -> Buy |
| 2025-10-03 | BMO Capital | Initiate | Market Perform |
| 2025-09-30 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2025-09-08 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2025-06-26 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2025-06-23 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2025-05-15 | Goldman Sachs | Maintains | Buy -> Buy |
| 2025-04-07 | Morgan Stanley | Downgrade | Overweight -> Equal-Weight |
| 2025-03-27 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-03-19 | Oppenheimer | Downgrade | Outperform -> Perform |
| 2025-03-13 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-01-03 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2024-12-09 | Morgan Stanley | Upgrade | Equal-Weight -> Overweight |
| 2024-11-14 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2024-11-05 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2024-09-26 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2024-09-23 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2024-09-17 | UBS | Initiate | Buy |
| 2024-09-13 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2024-07-23 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2024-06-14 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 7.499B 4.50% | 10.515B 40.23% | 10.824B 2.93% | 8.477B -21.68% | 9.218B 8.74% | 9.393B 1.90% | 8.733B -7.03% | 9.288B 6.36% | 9.643B 3.82% | 8.885B -7.86% | 9.474B 6.63% | |
| EBITDA YoY % growth | 524.99M -58.74% | 1.203B 129.22% | 1.073B -10.85% | 1.552B 44.66% | 1.621B 4.45% | 1.732B 6.85% | 1.631B -5.83% | 1.874B 14.90% | 2.034B 8.54% | 1.587B -21.98% | 1.907B 20.16% | |
| EBIT YoY % growth | 411.517M -62.00% | 1.006B 144.35% | 870.989M -13.38% | 1.384B 58.90% | 1.582B 14.31% | 1.511B -4.49% | 1.432B -5.23% | 1.667B 16.41% | 1.817B 9.00% | 1.36B -25.15% | 1.676B 23.24% | |
| Operating Margin | 5.49% | 9.56% | 8.05% | 16.33% | 17.16% | 16.09% | 16.40% | 17.95% | 18.84% | 15.31% | 17.69% | |
| EPS YoY % growth | 1.33 -60.42% | 3.01 126.32% | 2.94 -2.33% | 4.30 46.18% | 5.25 22.25% | 5.47 4.07% | 4.49 -17.80% | 5.28 17.53% | 5.82 10.13% | 4.39 -24.48% | 5.47 24.60% |
All data in USD
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 1.03 81.45% | 0.98 145.93% | 1.16 15.00% | 1.18 22.88% | 1.06 2.05% | 1.02 3.18% | 1.56 33.91% | 1.75 48.54% |
| Revenue Q2Q % growth | 2.123B 33.27% | 2.065B 26.34% | 2.103B 2.71% | 2.178B 5.28% | 2.138B 0.71% | 2.081B 0.77% | 2.387B 13.50% | 2.565B 17.77% |
| EBITDA Q2Q % growth | 410.54M 123.05% | 379.74M 70.02% | 435.42M -8.57% | 379.07M -16.71% | N/A | N/A | N/A | N/A |
| EBIT Q2Q % growth | 302.05M 99.95% | 324.79M 140.76% | 379.07M 14.24% | 321.92M 27.14% | N/A | N/A | N/A | N/A |
All data in USD
10 analysts have analysed JEF and the average price target is 79.56 USD. This implies a price increase of 107.78% is expected in the next year compared to the current price of 38.29.
JEFFERIES FINANCIAL GROUP IN (JEF) will report earnings on 2026-04-01.
The consensus EPS estimate for the next earnings of JEFFERIES FINANCIAL GROUP IN (JEF) is 1.03 USD and the consensus revenue estimate is 2.12B USD.
The number of analysts covering JEFFERIES FINANCIAL GROUP IN (JEF) is 10.