JEF trades 1.0% below Wall Street's consensus target of $62.75.
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 16.9x. 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 June 21, 2026, Jefferies Financial Group Inc. (JEF) has a Wall Street consensus price target of $62.75, based on estimates from 9 covering analysts. With the stock currently trading at $62.10, this represents a potential upside of +1.0%. The company has a market capitalization of $13.83B.
Analyst price targets range from a low of $50.00 to a high of $87.00, representing a 59% spread in expectations. The median target of $57.00 differs from the mean, suggesting potential outlier estimates. The wide target spread reflects significant disagreement on fair value.
The current analyst consensus rating is Hold, with 4 analysts rating the stock as a Buy or Strong Buy,5 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 21.9x and forward P/E of 16.9x. The forward PEG ratio of 12.76 reflects a premium valuation. Analysts expect EPS to grow +15.3% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $72.01, with bear and bull scenarios of $45.36 and $94.88 respectively. Model confidence stands at 43/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
GSThe Goldman Sachs Group, Inc. | $348.3B | $1096.56 | $972.70 | -11.3% | Hold | 18.5x | 55 |
MSMorgan Stanley | $355.5B | $223.17 | $201.25 | -9.8% | Buy | 18.8x | 52 |
EVREvercore Inc. | $14.7B | $371.72 | $472.67 | +27.2% | Buy | 19.3x | 21 |
PJTPJT Partners Inc. | $3.8B | $155.47 | $158.67 | +2.1% | Hold | 20.6x | 12 |
LAZLazard Ltd | $4.2B | $44.30 | $47.00 | +6.1% | Buy | 15.9x | 29 |
HLIHoulihan Lokey, Inc. | $9.8B | $140.77 | $188.00 | +33.6% | Buy | 18.3x | 15 |
MCMoelis & Company | $4.9B | $67.18 | $73.40 | +9.3% | Hold | 21.7x | 22 |
RJFRaymond James Financial, Inc. | $30.7B | $155.86 | $160.50 | +3.0% | Hold | 13.1x | 24 |
SFStifel Financial Corp. | $11.4B | $73.54 | $93.44 | +27.1% | Buy | 11.7x | 22 |
PIPRPiper Sandler Companies | $5.8B | $81.80 | $97.58 | +19.3% | Hold | 17.3x | 11 |
Quick answers to the most common questions about buying JEF stock.
The consensus price target for JEF is $62.75, close to the current price of $62.1 (1.0% implied move). Based on 9 analyst estimates, the stock appears fairly valued near current levels.
JEF has a consensus rating of "Hold" based on 9 Wall Street analysts. The rating breakdown is mixed, with 5 Hold ratings making up the largest segment. The consensus 12-month price target of $62.75 implies 1.0% upside from current levels.
With a forward P/E of 16.8787x, JEF trades at a relatively low valuation. The consensus target of $62.75 implies 1.0% appreciation, suggesting the market may be pricing in risks.
The most bullish Wall Street analyst has a price target of $87 for JEF, while the most conservative target is $50. The consensus of $62.75 represents the median expectation. Our quantitative valuation model projects a bull case target of $95 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, 4 have Buy ratings, 5 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 $62.75, with estimates ranging from $50 (bear case) to $87 (bull case). The median consensus rating is "Hold". Our proprietary valuation model produces a base case fair value of $72, with bear/bull scenarios of $45/$95.
Our quantitative valuation model calculates JEF's fair value at $72 (base case), with a bear case of $45 and bull case of $95. 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 43/100.
JEF trades at a forward P/E ratio of 16.9x based on next-twelve-months earnings estimates compared to a trailing P/E of 21.9x. 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.
JEF appears fairly valued according to analysts, with a "Hold" rating and minimal upside to the $62.75 target. Consider your investment thesis and risk tolerance. 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 $87, a 59% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $62.75 consensus represents the middle ground. Our model's $45-$95 range provides an independent fundamental perspective.
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