Jefferies continues to pivot toward a pure-play capital markets model, evidenced by 100% of revenue derived from non-interest fee income, though this transition is hampered by persistent negative net interest margins of -1.1% as of 2026Q1. While the firm has s...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue remains entirely dependent on fee income, yet profitability is strained by a persistent negative net interest margin that reached -1.1% in 2026Q1.
Jefferies has experienced a significant recovery and record-breaking revenue in its investment banking division, driven by increased advisory fees, equity underwriting, and a healthy global deal pipeline for M&A and IPOs. The firm has capitalized on a rejuvenated Equity Capital Market, leading high-profile IPOs.
Jefferies' stock has experienced a significant decline, making it an attractive, undervalued target for larger financial institutions. Japan's Sumitomo Mitsui Financial Group (SMFG) has been increasing its stake in Jefferies and is reportedly considering a takeover bid, which has boosted the stock price.
The company's recent acquisitions and platform growth are seen as drivers for future revenue. Jefferies has also been actively reshaping its capital structure through long-dated note offerings and share buybacks, while maintaining its dividend.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jun 24, 2026 | $1.03-11.2% vs $1.16 | $2.2B-4.0% vs $2.3B |
Q2 2026 Mar 25, 2026 | $0.72-19.5% vs $0.89 | $2.0B+1.8% vs $2.0B |
Q1 2026 Jan 7, 2026 | $0.89+1.6% vs $0.88 | $2.1B+2.6% vs $2.0B |
Q4 2025 Sep 29, 2025 | $1.05+31.3% vs $0.80 | $2.9B+51.2% vs $1.9B |
Jefferies (JEF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Jefferies Financial Group Inc. (NYSE: JEF - Get Free Report) has been assigned an average rating of "Hold" from the seven research firms that are presently covering the company, MarketBeat Ratings reports. Five equities research analysts have rated the stock with a hold recommendation and two have given a buy recommendation to the company. The average
Nykredit A S purchased a new position in shares of Jefferies Financial Group Inc. (NYSE: JEF) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 629,669 shares of the financial services provider's stock, valued at approximately $31,471,000. Nykredit A S
Jefferies Financial Group Inc. (NYSE:JEF) will release its third-quarter earnings report after the closing bell on Monday, Sept. 28.
Benchmark JEF against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Jefferies Financial Group Inc. (JEF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $46.98 | $9.6B | 16.60 | 4.39% | 6.56% | 6.81% | 3.58% | |
| $936.36 | $288.4B | 18.25 | 8.92% | 16.31% | 14.33% | — | |
| $198.44 | $313B | 19.45 | 14.48% | 15.13% | 16.22% | — | |
| $259.89 | $10.05B | 18.50 | 29.41% | 15.74% | 45.81% | — | |
| $149.33 | $3.86B | 22.35 | 14.77% | 10.58% | 20.72% | — | |
| $36.82 | $3.59B | 16.97 | 3.36% | 6.89% | 23.85% | — |
Jefferies Financial Group Inc. (JEF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Jefferies Financial Group Inc. (JEF) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jun 24, 2026·SEC
Apr 28, 2026·SEC
Apr 24, 2026·SEC
Apr 7, 2026·SEC
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Jefferies Financial Group Inc. (JEF) stock FAQ — growth, dividends, profitability & financials explained
Jefferies Financial Group Inc. (JEF) grew revenue by 4.4% over the past year. Growth has been modest.
Yes, Jefferies Financial Group Inc. (JEF) is profitable, generating $741.8M in net income for fiscal year 2025 (6.6% net margin).
Yes, Jefferies Financial Group Inc. (JEF) pays a dividend with a yield of 3.58%. This makes it attractive for income-focused investors.
Jefferies Financial Group Inc. (JEF) has a return on equity (ROE) of 6.8%. This is below average, suggesting room for improvement.
Jefferies Financial Group Inc. (JEF) has a net interest margin (NIM) of -4.6%. NIM has been under pressure due to interest rate environment.
Jefferies Financial Group Inc. (JEF) has an efficiency ratio of 53.3%. This is excellent, indicating strong cost control.
