Jefferies Financial Group (NYSE:JEF) Posts Earnings Results

Jefferies Financial Group (NYSE:JEF) released its quarterly earnings results on Wednesday. The financial services provider reported $1.02 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.16 by ($0.14), FiscalAI reports. The company had revenue of $2.21 billion during the quarter, compared to analysts’ expectations of $2.30 billion. Jefferies Financial Group had a net margin of 6.61% and a return on equity of 7.83%.

Jefferies Financial Group Stock Down 4.3%

NYSE JEF traded down $2.60 during trading hours on Wednesday, hitting $57.92. 3,916,653 shares of the company were exchanged, compared to its average volume of 2,624,508. The company has a quick ratio of 1.04, a current ratio of 1.04 and a debt-to-equity ratio of 1.87. The firm has a market cap of $11.84 billion, a price-to-earnings ratio of 19.57 and a beta of 1.54. The company has a 50 day moving average of $53.04 and a two-hundred day moving average of $53.35. Jefferies Financial Group has a 52-week low of $35.53 and a 52-week high of $71.04.

Hedge Funds Weigh In On Jefferies Financial Group

A number of institutional investors and hedge funds have recently made changes to their positions in JEF. Alberta Investment Management Corp acquired a new stake in Jefferies Financial Group in the fourth quarter valued at approximately $1,574,000. Mercer Global Advisors Inc. ADV increased its position in shares of Jefferies Financial Group by 593.9% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 185,791 shares of the financial services provider’s stock valued at $11,513,000 after purchasing an additional 159,016 shares during the last quarter. EP Wealth Advisors LLC purchased a new stake in shares of Jefferies Financial Group in the 4th quarter valued at approximately $269,000. NewEdge Advisors LLC raised its holdings in shares of Jefferies Financial Group by 8.3% in the 4th quarter. NewEdge Advisors LLC now owns 36,347 shares of the financial services provider’s stock valued at $2,252,000 after purchasing an additional 2,772 shares in the last quarter. Finally, XTX Topco Ltd raised its holdings in shares of Jefferies Financial Group by 413.3% in the 4th quarter. XTX Topco Ltd now owns 21,870 shares of the financial services provider’s stock valued at $1,355,000 after purchasing an additional 17,609 shares in the last quarter. 60.88% of the stock is owned by institutional investors and hedge funds.

Jefferies Financial Group News Summary

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

Analysts Set New Price Targets

Several analysts recently weighed in on JEF shares. The Goldman Sachs Group reiterated a “buy” rating on shares of Jefferies Financial Group in a report on Friday, June 5th. Zacks Research upgraded Jefferies Financial Group from a “strong sell” rating to a “hold” rating in a research report on Thursday, April 9th. Morgan Stanley lifted their price objective on Jefferies Financial Group from $44.00 to $50.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 9th. Weiss Ratings raised Jefferies Financial Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, June 12th. Finally, Loop Capital set a $60.00 price target on shares of Jefferies Financial Group in a research note on Monday, June 8th. Two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $63.38.

Jefferies Financial Group Company Profile

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.