Jefferies Financial Group (NYSE:JEF) Given New $74.00 Price Target at Oppenheimer

Jefferies Financial Group (NYSE:JEF) had its price objective reduced by stock analysts at Oppenheimer from $97.00 to $74.00 in a report issued on Friday,Benzinga reports. The brokerage presently has an “outperform” rating on the financial services provider’s stock. Oppenheimer’s target price suggests a potential upside of 100.86% from the stock’s current price.

A number of other analysts also recently commented on the stock. Zacks Research downgraded shares of Jefferies Financial Group from a “hold” rating to a “strong sell” rating in a report on Wednesday. Morgan Stanley cut Jefferies Financial Group from an “overweight” rating to an “equal weight” rating and set a $49.00 target price on the stock. in a report on Monday. Weiss Ratings restated a “hold (c-)” rating on shares of Jefferies Financial Group in a research report on Monday, December 29th. The Goldman Sachs Group cut their price target on Jefferies Financial Group from $61.00 to $54.00 and set a “buy” rating for the company in a report on Thursday. Finally, UBS Group reduced their price objective on Jefferies Financial Group from $76.00 to $59.00 and set a “buy” rating on the stock in a research report on Thursday. Three research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $60.00.

Jefferies Financial Group Price Performance

JEF traded up $0.82 on Friday, hitting $36.84. 864,484 shares of the company’s stock were exchanged, compared to its average volume of 3,031,186. Jefferies Financial Group has a fifty-two week low of $35.53 and a fifty-two week high of $71.04. The stock has a market cap of $7.61 billion, a price-to-earnings ratio of 12.99 and a beta of 1.52. The firm has a 50-day moving average price of $55.51 and a 200-day moving average price of $58.37. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 1.73.

Jefferies Financial Group (NYSE:JEF) last issued its earnings results on Wednesday, January 7th. The financial services provider reported $0.96 EPS for the quarter, beating analysts’ consensus estimates of $0.83 by $0.13. The business had revenue of $2.07 billion during the quarter, compared to analysts’ expectations of $2.01 billion. Jefferies Financial Group had a net margin of 6.56% and a return on equity of 7.27%. The company’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same period in the prior year, the business earned $0.91 earnings per share. As a group, equities analysts anticipate that Jefferies Financial Group will post 4.41 earnings per share for the current year.

Institutional Investors Weigh In On Jefferies Financial Group

A number of hedge funds have recently added to or reduced their stakes in the business. Salomon & Ludwin LLC grew its stake in shares of Jefferies Financial Group by 75.0% in the fourth quarter. Salomon & Ludwin LLC now owns 413 shares of the financial services provider’s stock worth $27,000 after acquiring an additional 177 shares in the last quarter. Parallel Advisors LLC raised its stake in shares of Jefferies Financial Group by 1.8% in the third quarter. Parallel Advisors LLC now owns 10,546 shares of the financial services provider’s stock valued at $690,000 after acquiring an additional 187 shares in the last quarter. Rothschild Investment LLC raised its stake in shares of Jefferies Financial Group by 34.7% in the third quarter. Rothschild Investment LLC now owns 741 shares of the financial services provider’s stock valued at $48,000 after acquiring an additional 191 shares in the last quarter. Quadrant Capital Group LLC boosted its holdings in Jefferies Financial Group by 1.3% in the third quarter. Quadrant Capital Group LLC now owns 15,811 shares of the financial services provider’s stock valued at $1,034,000 after purchasing an additional 206 shares during the period. Finally, Allworth Financial LP boosted its holdings in Jefferies Financial Group by 11.2% in the third quarter. Allworth Financial LP now owns 2,159 shares of the financial services provider’s stock valued at $141,000 after purchasing an additional 217 shares during the period. 60.88% of the stock is currently owned by institutional investors and hedge funds.

Jefferies Financial Group News Roundup

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

• Positive Sentiment: UBS cut its price target for JEF from $76 to $59 but kept a “Buy” rating, leaving a sizable implied upside versus the current share level and providing some institutional support for the stock. Article Title
• Neutral Sentiment: The Goldman Sachs Group reduced its JEF price target to $54 (from $61) while maintaining a “Buy” rating — a downward revision in expectations that still signals conviction but lowers consensus upside. Article Title
• Neutral Sentiment: Jefferies announced it will release Q1 results on March 25, 2026; the upcoming report is a near‑term catalyst that could swing the stock materially depending on revenue, margins and any management commentary. Article Title
• Negative Sentiment: Zacks Research downgraded JEF from “Hold” to “Strong Sell,” a clear negative signal for retail and some institutional investors that can accelerate selling pressure. Article Title
• Negative Sentiment: The stock reached a new 1‑year low after recent analyst downgrades and price‑target cuts, highlighting how revisions to expectations have already weighed on the share price. Article Title
• Negative Sentiment: Multiple shareholder law firms (e.g., Pomerantz, Glancy Prongay & Murray, Frank R. Cruz) have publicized investigations into Jefferies, keeping legal and regulatory risk front‑and‑center — a significant overhang that can deter buyers until the scope/impact is clarified. Article Title Article Title

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.