Jefferies Financial Group (NYSE:JEF) Given New $49.00 Price Target at Morgan Stanley

Jefferies Financial Group (NYSE:JEF) had its price target reduced by investment analysts at Morgan Stanley from $50.00 to $49.00 in a report released on Tuesday, Benzinga reports. The firm currently has an “equal weight” rating on the financial services provider’s stock. Morgan Stanley’s price target suggests a potential upside of 3.91% from the company’s current price.

Several other research firms have also recently commented on JEF. Wall Street Zen upgraded Jefferies Financial Group from a “hold” rating to a “buy” rating in a research report on Saturday, September 19th. Oppenheimer reaffirmed an “outperform” rating and issued a $76.00 target price on shares of Jefferies Financial Group in a research note on Thursday, September 17th. BMO Capital Markets decreased their price target on shares of Jefferies Financial Group from $57.00 to $50.00 and set a “market perform” rating on the stock in a report on Tuesday. Weiss Ratings lowered shares of Jefferies Financial Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, August 27th. Finally, Capital One Financial set a $57.00 price target on Jefferies Financial Group 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. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $60.50.

Jefferies Financial Group Price Performance

Shares of NYSE:JEF opened at $47.15 on Tuesday. The company has a 50 day moving average of $53.06 and a 200 day moving average of $50.97. 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 12 month low of $35.53 and a 12 month high of $69.93. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.99.

Jefferies Financial Group (NYSE:JEF) last posted its earnings results on Monday, September 28th. The financial services provider reported $1.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.00 by $0.08. The business had revenue of $2.22 billion for the quarter, compared to analysts’ expectations of $2.20 billion. Jefferies Financial Group had a net margin of 7.58% and a return on equity of 9.23%. As a group, sell-side analysts forecast that Jefferies Financial Group will post 3.97 EPS for the current fiscal year.

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

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. CX Institutional boosted its position in Jefferies Financial Group by 77.6% during the 2nd quarter. CX Institutional now owns 547 shares of the financial services provider’s stock valued at $27,000 after buying an additional 239 shares during the period. Ramirez Asset Management Inc. purchased a new position in shares of Jefferies Financial Group in the fourth quarter valued at about $31,000. Basecamp Wealth Advisors LLC increased its position in shares of Jefferies Financial Group by 665.4% in the first quarter. Basecamp Wealth Advisors LLC now owns 796 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 692 shares during the period. Global Retirement Partners LLC bought a new position in shares of Jefferies Financial Group during the second quarter valued at about $36,000. Finally, Trust Co. of Vermont bought a new position in shares of Jefferies Financial Group during the second quarter valued at about $39,000. 60.88% of the stock is owned by hedge funds and other institutional investors.

Jefferies Financial Group News Summary

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

• Positive Sentiment: Quarterly earnings beat expectations: Jefferies reported third-quarter diluted EPS of $1.08, up from $1.01 a year earlier and above the roughly $1.00–$1.04 analyst estimates. Revenue increased to $2.22 billion, slightly exceeding the $2.20 billion consensus. Net earnings attributable to common shareholders rose 16% to $260.6 million. Jefferies Announces Third Quarter 2026 Financial Results
• Positive Sentiment: Investment banking growth remained a key driver: Coverage highlighted stronger investment banking revenue and record banking activity, indicating continued momentum in one of Jefferies’ most important businesses. Jefferies 3Q Profit Rises, Driven by Investment Banking Growth
• Positive Sentiment: Dividend maintained: The company declared a quarterly dividend of $0.40 per share, or $1.60 annualized, representing a yield of approximately 3.4%. The dividend is payable November 25 to shareholders of record November 16. Jefferies dividend announcement
• Neutral Sentiment: Mixed market reaction: Jefferies shares slipped after hours even though profit, EPS and revenue exceeded estimates. The decline suggests investors may have been focused on the size and sustainability of the beat, forward conditions in capital markets, or already-high expectations. Jefferies Stock Falls Despite Earnings Beat and Record Banking Revenue
• Neutral Sentiment: Other Jefferies research activity is not a direct JEF catalyst: Recent analyst calls on BSE, PB Fintech, Nike, Roblox and other companies demonstrate ongoing research activity but have limited immediate impact on Jefferies Financial Group’s own fundamentals.

Jefferies Financial Group Company Profile

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.