Wall Street analyst price targets, ratings consensus & upside potential · Updated Feb 28, 2026
Last 12 months price action with 12-month analyst target path
As of February 28, 2026, Jefferies Financial Group Inc. (JEF) has a Wall Street consensus price target of $76.00, based on estimates from 8 covering analysts. With the stock currently trading at $44.40, this represents a potential upside of +71.2%. The company has a market capitalization of $9.16B.
Analyst price targets range from a low of $55.00 to a high of $97.00, representing a 55% spread in expectations. The median target of $76.00 aligns closely with the consensus average. The wide target spread reflects significant disagreement on fair value.
The current analyst consensus rating is Buy, with 4 analysts rating the stock as a Buy or Strong Buy,4 rating it Hold, and 0 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.
From a valuation perspective, JEF trades at a trailing P/E of 15.7x and forward P/E of 10.4x. Analysts expect EPS to grow +16.3% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $71.24, with bear and bull scenarios of $27.26 and $282.54 respectively. Model confidence stands at 42/100, suggesting limited visibility into future performance.
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Start ComparisonThe consensus Wall Street price target for JEF is $76, representing 71.2% upside from the current price of $44.4. With 8 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
JEF has a consensus rating of "Buy" based on 8 Wall Street analysts. The rating breakdown is mixed, with 4 Hold ratings making up the largest segment. The consensus 12-month price target of $76 implies 71.2% upside from current levels.
With a forward P/E of 10.3816x, JEF trades at a relatively low valuation. The consensus target of $76 implies 71.2% appreciation, suggesting meaningful undervaluation.
The most bullish Wall Street analyst has a price target of $97 for JEF, while the most conservative target is $55. The consensus of $76 represents the median expectation. Our quantitative valuation model projects a bull case target of $283 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
JEF is moderately covered, with 8 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 4 have Buy ratings, 4 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 8 Wall Street analysts shows a consensus price target of $76, with estimates ranging from $55 (bear case) to $97 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $71, with bear/bull scenarios of $27/$283.
Our quantitative valuation model calculates JEF's fair value at $71 (base case), with a bear case of $27 and bull case of $283. 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 42/100.
JEF trades at a forward P/E ratio of 10.4x based on next-twelve-months earnings estimates compared to a trailing P/E of 15.7x. 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 "Buy" consensus rating and $76 price target (71.2% upside). 4 of 8 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 $55 to $97, a 55% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $76 consensus represents the middle ground. Our model's $27-$283 range provides an independent fundamental perspective.