Jefferies Financial Group (NYSE:JEF) Posts Quarterly Earnings Results, Beats Estimates By $0.08 EPS

Jefferies Financial Group (NYSE:JEF) released its quarterly earnings data on Monday. The financial services provider reported $1.08 EPS for the quarter, topping the consensus estimate of $1.00 by $0.08, FiscalAI reports. The business had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.20 billion. Jefferies Financial Group had a net margin of 7.50% and a return on equity of 9.26%.

Jefferies Financial Group Stock Performance

Shares of JEF opened at $46.62 on Wednesday. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.98 and a current ratio of 0.98. The company has a market capitalization of $9.03 billion, a price-to-earnings ratio of 12.77 and a beta of 1.52. The company’s 50 day simple moving average is $52.85 and its 200 day simple moving average is $51.02. Jefferies Financial Group has a 1 year low of $35.53 and a 1 year high of $69.93.

Jefferies Financial Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 25th. Stockholders of record on Monday, November 16th will be given a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date of this dividend is Monday, November 16th. Jefferies Financial Group’s payout ratio is currently 43.84%.

Analysts Set New Price Targets

A number of equities analysts have issued reports on JEF shares. UBS Group cut their target price on shares of Jefferies Financial Group from $65.00 to $61.00 and set a “neutral” rating for the company in a research report on Friday, September 11th. BMO Capital Markets dropped their price objective on shares of Jefferies Financial Group from $57.00 to $50.00 and set a “market perform” rating for the company in a research note on Tuesday. Morgan Stanley cut their price objective on Jefferies Financial Group from $50.00 to $49.00 and set an “equal weight” rating for the company in a research report on Tuesday. Capital One Financial set a $50.00 target price on Jefferies Financial Group in a research note on Tuesday. Finally, Weiss Ratings cut Jefferies Financial Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, August 27th. Two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Jefferies Financial Group currently has an average rating of “Hold” and a consensus price target of $56.86.

Key Headlines Impacting Jefferies Financial Group

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

• Positive Sentiment: Jefferies reported third-quarter EPS of $1.08, above the $1.00 consensus estimate, while net revenues of $2.22 billion also exceeded expectations. Net earnings rose to $260.6 million from $224.0 million a year earlier. Jefferies Announces Third Quarter 2026 Financial Results
• Positive Sentiment: Investment banking net revenue increased 17% year over year to $1.33 billion, led by record advisory revenue of $818 million and a 69% increase in equity underwriting. Equities revenue also reached a quarterly record of $626 million. Jefferies Posts Record Q3 Investment Banking and Equities Revenue
• Positive Sentiment: The company repurchased approximately 1.3 million shares for $70 million and declared a quarterly dividend of $0.40 per share, supporting shareholder returns and representing an annualized yield of roughly 3.4%.
• Neutral Sentiment: Morgan Stanley reduced its price target from $50 to $49 while maintaining an Equalweight rating. The revised target still implies moderate upside based on the referenced price. Morgan Stanley Adjusts Price Target on Jefferies Financial
• Negative Sentiment: Fixed-income net revenue fell 26% to $176 million, while asset-management problems—including soured investments and weaker revenue—remain a drag on results. This offset the strength of investment banking and contributed to the negative market reaction. Jefferies Asset Management Issues Remain a Drag
• Negative Sentiment: Goldman Sachs lowered its target from $67 to $57, and BMO cut its target from $57 to $50. Although Goldman retained a Buy rating, the target reductions signal more cautious expectations following the earnings release. Analysts Lower Forecasts After Q3 Results

Jefferies Financial Group declared that its board has authorized a share repurchase plan on Wednesday, June 24th that permits the company to repurchase $250.00 million in shares. This repurchase authorization permits the financial services provider to reacquire up to 2% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s board of directors believes its stock is undervalued.

Jefferies Financial Group Company Profile

Jefferies Financial Group Inc is a diversified financial services company that provides investment banking, capital markets, asset management and other financial services to corporations, institutional investors, governments and individual clients. Its principal operating business is Jefferies Group, an investment banking and securities firm.

Jefferies provides advisory services for mergers and acquisitions, restructurings and other strategic transactions, along with equity and debt underwriting, sales and trading, research, prime brokerage and securities services.