Jefferies Financial Group Inc. (JEF) Price Target Analysis
Wall Street analyst price targets, ratings consensus & upside potential · Updated May 1, 2026
Current Price
$50.08
Price Target
$67.75
Target Range
$44.00 — $97.00
Analyst Rating
Buy
Forward P/E14.3x
Trailing P/E17.7x
Forward PEG10.84
Implied Growth-5.1%
Median Target$65.00
Analyst Spread78.2%
Price Forecast (1 Year)
Last 12 months price action with 12-month analyst target path
Bear Case
$44
-12.1%
Consensus
$68
+35.3%
Bull Case
$97
+93.7%
Valuation Model TargetsConfidence: 38/100
Bear$28
Base$73
Bull$291
JEF Price Target Analysis
Updated May 6, 2026As of May 6, 2026, Jefferies Financial Group Inc. (JEF) has a Wall Street consensus price target of $67.75, based on estimates from 9 covering analysts. With the stock currently trading at $50.08, this represents a potential upside of +35.3%. The company has a market capitalization of $10.33B.
Analyst price targets range from a low of $44.00 to a high of $97.00, representing a 78% spread in expectations. The median target of $65.00 aligns closely with the consensus average. The wide target spread reflects significant disagreement on fair value.
The current analyst consensus rating is Buy, with 5 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 17.7x and forward P/E of 14.3x. The forward PEG ratio of 10.84 reflects a premium valuation. Analysts expect EPS to grow -5.1% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $73.05, with bear and bull scenarios of $28.10 and $291.22 respectively. Model confidence stands at 38/100, suggesting limited visibility into future performance.
Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Financial Services stocks.
Analyst Sentiment Comparison
Industry Peer AnalysisAvg Peer Upside+14.1%
Avg Forward P/E16.6x
Peers with Coverage10 / 10
| Company | Market Cap | Price | Target | Upside | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 GSThe Goldman Sachs Group, Inc. | $285.5B | $918.89 | $995.89 | +8.4% | Hold | 15.5x | 55 |
 MSMorgan Stanley | $301.1B | $189.21 | $205.75 | +8.7% | Buy | 15.9x | 52 |
 EVREvercore Inc. | $12.9B | $326.17 | $382.67 | +17.3% | Buy | 17.2x | 21 |
 PJTPJT Partners Inc. | $3.7B | $151.92 | $158.67 | +4.4% | Hold | 20.4x | 12 |
 LAZLazard Ltd | $4.2B | $45.10 | $47.33 | +4.9% | Buy | 14.1x | 29 |
 HLIHoulihan Lokey, Inc. | $10.3B | $150.17 | $200.00 | +33.2% | Buy | 19.5x | 15 |
 MCMoelis & Company | $4.7B | $63.49 | $73.40 | +15.6% | Hold | 20.7x | 22 |
 RJFRaymond James Financial, Inc. | $31.3B | $158.87 | $169.00 | +6.4% | Hold | 13.4x | 24 |
 SFStifel Financial Corp. | $12.0B | $77.75 | $93.44 | +20.2% | Buy | 12.4x | 22 |
 PIPRPiper Sandler Companies | $5.7B | $80.40 | $97.58 | +21.4% | Hold | 17.0x | 11 |
Upside Potential Comparison
HLIPIPRSFEVRMCMSGSRJFFull JEF Stock Analysis
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Start ComparisonJEF — Frequently Asked Questions
Quick answers to the most common questions about buying JEF stock.
What is the JEF stock price target for 2026?
The consensus Wall Street price target for JEF is $67.75, representing 35.3% upside from the current price of $50.075. With 9 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
Is JEF a buy, sell, or hold?
JEF has a consensus rating of "Buy" based on 9 Wall Street analysts. The rating breakdown is predominantly bullish, with 5 Buy/Strong Buy ratings. The consensus 12-month price target of $67.75 implies 35.3% upside from current levels.
Is JEF stock overvalued or undervalued?
With a forward P/E of 14.3461x, JEF trades at a relatively low valuation. The consensus target of $67.75 implies 35.3% appreciation, suggesting meaningful undervaluation.
How high can JEF stock go?
The most bullish Wall Street analyst has a price target of $97 for JEF, while the most conservative target is $44. The consensus of $67.75 represents the median expectation. Our quantitative valuation model projects a bull case target of $291 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
How many analysts cover JEF stock?
JEF is moderately covered, with 9 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 5 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.
What is the JEF stock forecast?
The 12-month JEF stock forecast based on 9 Wall Street analysts shows a consensus price target of $67.75, with estimates ranging from $44 (bear case) to $97 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $73, with bear/bull scenarios of $28/$291.
What is JEF's fair value based on fundamentals?
Our quantitative valuation model calculates JEF's fair value at $73 (base case), with a bear case of $28 and bull case of $291. 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 38/100.
What is JEF's forward P/E ratio?
JEF trades at a forward P/E ratio of 14.3x based on next-twelve-months earnings estimates compared to a trailing P/E of 17.7x. 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.
Should I buy JEF stock?
Wall Street analysts are very optimistic on JEF, with a "Buy" consensus rating and $67.75 price target (35.3% upside). 5 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.
Why do JEF price targets vary so much?
JEF analyst price targets range from $44 to $97, a 78% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $67.75 consensus represents the middle ground. Our model's $28-$291 range provides an independent fundamental perspective.