Jefferies Financial Group (NYSE:JEF) Issues Earnings Results

Jefferies Financial Group (NYSE:JEF) issued its quarterly earnings data on Wednesday. The financial services provider reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.83 by $0.13, FiscalAI reports. The company had revenue of $2.07 billion during the quarter, compared to analysts’ expectations of $2.01 billion. Jefferies Financial Group had a return on equity of 7.31% and a net margin of 6.56%.The firm’s revenue for the quarter was up 5.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.91 earnings per share.

Jefferies Financial Group Stock Performance

JEF opened at $61.18 on Friday. Jefferies Financial Group has a 1-year low of $39.28 and a 1-year high of $78.21. The stock has a market cap of $12.62 billion, a P/E ratio of 21.62 and a beta of 1.51. The stock’s 50 day simple moving average is $58.93 and its 200 day simple moving average is $59.22. The company has a debt-to-equity ratio of 1.76, a current ratio of 1.05 and a quick ratio of 1.05.

Jefferies Financial Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Tuesday, February 17th will be issued a $0.40 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 2.6%. Jefferies Financial Group’s dividend payout ratio is currently 54.98%.

Analyst Upgrades and Downgrades

Several analysts recently commented on JEF shares. Weiss Ratings reiterated a “hold (c-)” rating on shares of Jefferies Financial Group in a research report on Monday, December 29th. Oppenheimer upped their target price on shares of Jefferies Financial Group from $81.00 to $97.00 and gave the company an “outperform” rating in a report on Thursday, December 11th. Zacks Research downgraded shares of Jefferies Financial Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 1st. Wall Street Zen upgraded Jefferies Financial Group from a “sell” rating to a “hold” rating in a research report on Saturday, September 20th. Finally, UBS Group reaffirmed a “buy” rating on shares of Jefferies Financial Group in a research note on Tuesday, December 30th. Four analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $72.71.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in JEF. EverSource Wealth Advisors LLC raised its stake in shares of Jefferies Financial Group by 159.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 892 shares of the financial services provider’s stock worth $49,000 after buying an additional 548 shares during the last quarter. Harvest Fund Management Co. Ltd purchased a new position in Jefferies Financial Group during the 3rd quarter valued at about $64,000. BI Asset Management Fondsmaeglerselskab A S raised its position in Jefferies Financial Group by 28.7% during the second quarter. BI Asset Management Fondsmaeglerselskab A S now owns 1,872 shares of the financial services provider’s stock worth $102,000 after acquiring an additional 418 shares during the last quarter. Danske Bank A S purchased a new stake in shares of Jefferies Financial Group in the third quarter valued at about $124,000. Finally, iSAM Funds UK Ltd acquired a new stake in shares of Jefferies Financial Group in the third quarter valued at approximately $133,000. Hedge funds and other institutional investors own 60.88% of the company’s stock.

Key Jefferies Financial Group News

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

• Positive Sentiment: Q4 adjusted results beat expectations — Jefferies reported adjusted EPS of $0.96 (above consensus $0.83) and revenue of $2.07B, signaling underlying strength in dealmaking and underwriting. BusinessWire: Q4 Results
• Positive Sentiment: Investment banking rebound helped profit and underwriting performance, offering a clearer picture of franchise momentum into 2026. Reuters: Profit Rises on Dealmaking Rebound
• Positive Sentiment: Board approved a quarterly dividend of $0.40/share (annualized yield ~2.5%), which supports shareholder income and signals confidence in cash generation.
• Neutral Sentiment: Annual shareholder letter highlighted a strong 2025 rebound and the strategic SMBC alliance — positive strategic context but more mid-term than immediately market-moving. TipRanks: Shareholder Letter
• Negative Sentiment: $30M First Brands-related charge reduced GAAP profit and clouded Q4 results — the write-down and related disputes (including allegations about withheld documents) are creating uncertainty around future recoveries. Business Times: $30M Hit on First Brands
• Negative Sentiment: Investor litigation inquiry: Pomerantz announced an investigation into JEF investors’ claims, which can increase legal/settlement risk and amplify near-term share volatility. PR Newswire: Pomerantz Investigation
• Negative Sentiment: Market reacted negatively despite the operational beat — coverage notes and headlines pointing to the First Brands charge and short-term earnings mudding pushed the stock lower. Seeking Alpha: Stock Slides as Charge Muddies Q4

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.