Jefferies Financial Group Inc.(JEF)Earnings, Financials & Key RatiosJefferies Financial Group Inc. (JEF) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the firm maintains a robust $12.0 billion liquidity position, the sharp increase in loan loss provisions to $394.8 million in 2026Q1 warrants caution regarding future earnings stability.
Jefferies Financial Group Inc. (JEF) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Jefferies Financial Group Inc. (JEF) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 24, 2026 | $1.03vs $1.16-11.2% | $2.2Bvs $2.3B-4.0% |
| Q2 2026 | Mar 25, 2026 | $0.72vs $0.89-19.5% | $2.0Bvs $2.0B+1.8% |
| Q1 2026 | Jan 7, 2026 | $0.89vs $0.88+1.6% | $2.1Bvs $2.0B+2.6% |
| Q4 2025 | Sep 29, 2025 | $1.05vs $0.80+31.3% | $2.9Bvs $1.9B+51.2% |
Recent stock market news and headlines for Jefferies Financial Group Inc. (JEF)
Defence plans emerged yesterday (Tuesday), with the government finally publishing its Defence Investment Plan after weeks of delay that had already cost one Defence Secretary his job. The headline number is £15 billion in extra funding, set against a reported £28 billion shortfall in the defence budget.
It's a good time to invest in bank stocks.
Top financial institutions just announced significant share buyback programs, many of which came after passing the Federal Reserve's stress test. The Fed's stress test sets up a hypothetical recession and assesses whether a bank's balance sheet will hold up under pressure.
Jefferies stock was tanking following its Q2 earnings release. The company missed revenue and earnings estimates but had record investment banking results.
Jefferies Financial Group Inc. delivered strong Q2 2026 results in Investment Banking and Capital Markets, with revenues up 35% quarter-over-quarter to $2.2 billion. JEF's asset management unit remains a weak spot, with revenues down 35% YoY due to lingering private credit losses and muted investor confidence. Sumitomo's increased stake and takeover rumors have buoyed sentiment, but structural efficiency issues and litigation risks persist.
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 |
|---|---|---|---|---|---|---|---|
| $52.81 | $10.8B | 18.66 | 2.93% | 6.56% | 6.81% | 3.18% | |
| $1042.98 | $321.24B | 20.32 | -1.38% | 16.31% | 14.31% | — | |
| $222.04 | $350.22B | 21.77 | 11.48% | 15.13% | 16.22% | — | |
| $346.87 | $13.42B | 24.69 | 29.49% | 16.3% | 35.52% | — | |
| $168.56 | $4.07B | 25.23 | 14.77% | 10.32% | 20.08% | — | |
| $41.74 | $4.11B | 19.24 | 3.25% | 8.48% | 29.43% | — |
Jefferies Financial Group Inc. (JEF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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
Get notified when JEF posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Jefferies Financial Group Inc. (JEF) stock FAQ — growth, dividends, profitability & financials explained
Jefferies Financial Group Inc. (JEF) grew revenue by 2.9% 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 3.18%. 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.
