JEF trades 22.8% below Wall Street's consensus target of $58.17.
Last 12 months price action with 12-month analyst target path
The base valuation assumes JEF achieves its forward estimates and maintains a stable P/E multiple of 12.8x. This scenario reflects the blended consensus of 9 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of November 8, 2026, Jefferies Financial Group Inc. (JEF) has a Wall Street consensus price target of $58.17, based on estimates from 9 covering analysts. With the stock currently trading at $47.38, this represents a potential upside of +22.8%. The company has a market capitalization of $9.69B.
Analyst price targets range from a low of $50.00 to a high of $71.00, representing a 36% spread in expectations. The median target of $58.50 aligns closely with the consensus average.
The current analyst consensus rating is Hold, with 3 analysts rating the stock as a Buy or Strong Buy,6 rating it Hold, and 0 rating it Sell or Strong Sell. The mixed ratings reflect uncertainty about near-term direction.
From a valuation perspective, JEF trades at a trailing P/E of 16.7x and forward P/E of 12.8x. The forward PEG ratio of 9.71 reflects a premium valuation. Analysts expect EPS to grow -18.5% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $70.84, with bear and bull scenarios of $44.63 and $93.34 respectively. Model confidence stands at 44/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 GSThe Goldman Sachs Group, Inc. | $260.7B | $865.82 | $1130.75 | +30.6% | Hold | 12.1x | 55 |
 MSMorgan Stanley | $286.2B | $181.44 | $212.00 | +16.8% | Buy | 14.1x | 53 |
 EVREvercore Inc. | $11.0B | $284.65 | $439.60 | +54.4% | Buy | 14.3x | 22 |
 PJTPJT Partners Inc. | $3.8B | $148.61 | $175.25 | +17.9% | Buy | 20.3x | 13 |
 LAZLazard Inc | $3.7B | $38.31 | $38.50 | +0.5% | Buy | 31.2x | 29 |
 HLIHoulihan Lokey, Inc. | $10.2B | $145.86 | $159.80 | +9.6% | Buy | 18.9x | 16 |
 MCMoelis & Company | $4.2B | $56.92 | $66.60 | +17.0% | Hold | 18.8x | 22 |
 RJFRaymond James Financial, Inc. | $31.3B | $162.81 | $170.00 | +4.4% | Hold | 13.5x | 27 |
 SFStifel Financial Corp | $10.8B | $71.35 | $79.00 | +10.7% | Buy | 11.5x | 23 |
 PIPRPiper Sandler Companies | $4.7B | $65.92 | $74.50 | +13.0% | Hold | 15.9x | 11 |
Quick answers to the most common questions about buying JEF stock.
The consensus Wall Street price target for JEF is $58.17, representing 22.8% upside from the current price of $47.38. With 9 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
JEF has a consensus rating of "Hold" based on 9 Wall Street analysts. The rating breakdown is mixed, with 6 Hold ratings making up the largest segment. The consensus 12-month price target of $58.17 implies 22.8% upside from current levels.
With a forward P/E of 12.8408x, JEF trades at a relatively low valuation. The consensus target of $58.17 implies 22.8% appreciation, suggesting meaningful undervaluation.
The most bullish Wall Street analyst has a price target of $71 for JEF, while the most conservative target is $50. The consensus of $58.17 represents the median expectation. Our quantitative valuation model projects a bull case target of $93 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
JEF is moderately covered, with 9 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 3 have Buy ratings, 6 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month JEF stock forecast based on 9 Wall Street analysts shows a consensus price target of $58.17, with estimates ranging from $50 (bear case) to $71 (bull case). The median consensus rating is "Hold". Our proprietary valuation model produces a base case fair value of $71, with bear/bull scenarios of $45/$93.
Our quantitative valuation model calculates JEF's fair value at $71 (base case), with a bear case of $45 and bull case of $93. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 44/100.
JEF trades at a forward P/E ratio of 12.8x based on next-twelve-months earnings estimates compared to a trailing P/E of 16.7x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on JEF, with a "Hold" consensus rating and $58.17 price target (22.8% upside). 3 of 9 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
JEF analyst price targets range from $50 to $71, a 36% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $58.17 consensus represents the middle ground. Our model's $45-$93 range provides an independent fundamental perspective.
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