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Jefferies
(NYSE:JEF)
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Rating:60Neutral
Price Target:
$55.00
▼(-1.54% Downside)
Action:Reiterated
Date:07/10/26
Overall score reflects improved balance-sheet positioning and reasonable valuation (P/E ~13.7 with ~3.05% yield), offset by pressured TTM operating profitability, historically uneven cash-flow profile, and currently weak technical momentum (negative MACD and trading below short-term moving averages).
Positive Factors
Balance-sheet de-risking
The sharp reduction in leverage gives Jefferies greater resilience against market or financing shocks and improves flexibility for client financing and strategic investment. Sustaining this lower-risk balance-sheet profile would strengthen the franchise over the next several quarters.
Negative Factors
Revenue and operating-margin pressure
Lower revenue and weak operating margins indicate that recent bottom-line improvement may not reflect equally strong core operating performance. A higher expense load or weaker revenue mix could constrain sustainable earnings growth if conditions do not improve.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance-sheet de-risking
The sharp reduction in leverage gives Jefferies greater resilience against market or financing shocks and improves flexibility for client financing and strategic investment. Sustaining this lower-risk balance-sheet profile would strengthen the franchise over the next several quarters.
Read all positive factors
Jefferies (JEF) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$12.06B
Dividend Yield3.06%
Average Volume (3M)2.36M
Price to Earnings (P/E)14.1
Beta (1Y)1.74
Revenue Growth29.74%
EPS Growth35.56%
CountryUS
Employees7,371
SectorFinancial
Sector Strength70
IndustryFinancial - Capital Markets
Share Statistics
EPS (TTM)3.71
Shares Outstanding193,742,690
10 Day Avg. Volume1,760,392
30 Day Avg. Volume2,357,748
Financial Highlights & Ratios
PEG Ratio-3.99
Price to Book (P/B)1.16
Price to Sales (P/S)1.13
P/FCF Ratio-7.18
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$64.40Price Target Upside15.29% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)3.55
Revenue Forecast (FY)$8.53B
Jefferies Business Overview & Revenue Model
Company Description
Jefferies Financial Group Inc. operates as a diversified global financial services firm, primarily focused on investment banking, capital markets, and asset management. Its extensive operations span the Americas, Europe, the Middle East, Africa, a...
How the Company Makes Money
Jefferies primarily makes money through its investment banking and capital markets franchise at Jefferies LLC. Key revenue streams include: (1) Investment banking fees: advisory fees from mergers and acquisitions and other strategic advisory work;...
Jefferies Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
74
Positive
Cash Flow
52
Neutral
| Breakdown | TTM | Nov 2025 | Nov 2024 | Nov 2023 | Nov 2022 | Nov 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 12.14B | 10.82B | 10.52B | 7.44B | 7.15B | 8.95B |
| Gross Profit | 8.24B | 6.46B | 6.22B | 4.51B | 3.77B | 4.62B |
| EBITDA | 1.34B | 1.06B | 4.68B | 3.21B | 2.42B | 3.34B |
| Net Income | 898.20M | 710.48M | 743.38M | 277.69M | 785.45M | 1.67B |
Balance Sheet | ||||||
| Total Assets | 79.54B | 76.01B | 64.36B | 57.91B | 51.06B | 56.11B |
| Cash, Cash Equivalents and Short-Term Investments | 14.31B | 14.04B | 12.15B | 8.53B | 9.70B | 10.76B |
| Total Debt | 36.93B | 23.76B | 20.36B | 16.09B | 13.72B | 11.42B |
| Total Liabilities | 68.93B | 65.37B | 54.13B | 48.10B | 40.76B | 45.38B |
| Stockholders Equity | 10.61B | 10.57B | 10.16B | 9.71B | 10.23B | 10.68B |
Cash Flow | ||||||
| Free Cash Flow | 1.78B | -1.71B | -459.84M | -1.93B | 1.58B | 1.42B |
| Operating Cash Flow | 2.01B | -1.50B | -209.25M | -1.93B | 1.80B | 1.58B |
| Investing Cash Flow | -353.82M | -298.81M | 210.31M | -12.20M | -60.54M | -409.87M |
| Financing Cash Flow | 1.58B | 3.59B | 3.35B | 1.06B | -2.84B | 994.29M |
Jefferies Technical Analysis
Negative
55.86
Price Trends
55.08
Negative
52.10
Positive
52.79
Negative
Market Momentum
-0.47
Positive
39.99
Neutral
14.84
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JEF, the sentiment is Negative. The current price of 55.86 is above the 20-day moving average (MA) of 54.72, above the 50-day MA of 55.08, and above the 200-day MA of 52.79, indicating a bearish trend. The MACD of -0.47 indicates Positive momentum. The RSI at 39.99 is Neutral, neither overbought nor oversold. The STOCH value of 14.84 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JEF.
Jefferies Risk Analysis
Jefferies disclosed 27 risk factors in its most recent earnings report. Jefferies reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Jefferies Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | $5.54B | 22.54 | 43.55% | 3.88% | 13.69% | 12.33% | |
77 Outperform | $12.23B | 8.91 | 16.07% | 1.79% | 11.04% | 60.96% | |
74 Outperform | $5.30B | 16.48 | 22.90% | 2.59% | 32.10% | 40.51% | |
71 Outperform | $11.23B | 15.20 | 39.83% | 1.00% | 45.68% | 59.92% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
64 Neutral | $9.02B | 21.19 | 17.78% | 1.78% | 1.59% | -1.40% | |
60 Neutral | $12.06B | 14.11 | 8.51% | 2.86% | 29.74% | 35.56% |
* Financial Sector Average
JEF
Jefferies
52.33
-7.99
-13.24%
EVR
Evercore Partners
291.89
-23.17
-7.36%
PIPR
Piper Sandler
75.02
-6.47
-7.94%
SF
Stifel Financial
80.96
5.51
7.31%
MC
Moelis
68.29
-0.88
-1.27%
HLI
Houlihan Lokey
129.05
-64.36
-33.28%
Jefferies Corporate Events
Business Operations and StrategyPrivate Placements and Financing
Jefferies Prices €850 Million Senior Notes Offering
Positive
Jul 8, 2026
On July 8, 2026, Jefferies Financial Group Inc. priced a €850 million offering of 4.500% senior notes due July 15, 2033, with an effective yield of 4.544%. The notes are expected to settle on July 15, 2026, under a purchase agreement with a ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.