Jefferies Financial Group (NYSE:JEF) Issues Quarterly Earnings Results, Misses Estimates By $0.14 EPS

Jefferies Financial Group (NYSE:JEF) announced its quarterly earnings data on Wednesday. The financial services provider reported $1.02 earnings per share for the quarter, missing analysts’ consensus estimates of $1.16 by ($0.14), FiscalAI reports. Jefferies Financial Group had a net margin of 6.61% and a return on equity of 7.83%. The firm had revenue of $2.21 billion during the quarter, compared to analysts’ expectations of $2.30 billion.

Jefferies Financial Group Trading Down 4.3%

Jefferies Financial Group stock traded down $2.60 during midday trading on Wednesday, hitting $57.92. 3,916,653 shares of the stock were exchanged, compared to its average volume of 2,624,508. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 1.87. The stock’s 50-day simple moving average is $53.04 and its 200 day simple moving average is $53.35. Jefferies Financial Group has a fifty-two week low of $35.53 and a fifty-two week high of $71.04. The stock has a market capitalization of $11.84 billion, a price-to-earnings ratio of 19.57 and a beta of 1.54.

Jefferies Financial Group News Summary

Here are the key news stories impacting Jefferies Financial Group this week:

• Positive Sentiment: Jefferies reported diluted EPS of $1.02, up from $0.40 a year ago, and net earnings attributable to common shareholders rose to $226.2 million, showing meaningful year-over-year improvement. Jefferies Announces Second Quarter 2026 Financial Results
• Neutral Sentiment: The company’s return on adjusted tangible shareholders’ equity reached 12.8%, indicating solid underlying profitability despite the mixed headline results. Jefferies Announces Second Quarter 2026 Financial Results
• Negative Sentiment: Results missed analyst estimates, with EPS of $1.02 versus expectations of $1.16 and revenue of $2.21 billion versus the $2.30 billion consensus, which likely pressured the shares. Jefferies quarterly earnings release

Analysts Set New Price Targets

JEF has been the subject of a number of research reports. Weiss Ratings raised shares of Jefferies Financial Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, June 12th. The Goldman Sachs Group restated a “buy” rating on shares of Jefferies Financial Group in a research report on Friday, June 5th. Loop Capital set a $60.00 price objective on shares of Jefferies Financial Group in a report on Monday, June 8th. Zacks Research raised shares of Jefferies Financial Group from a “strong sell” rating to a “hold” rating in a research note on Thursday, April 9th. Finally, UBS Group cut Jefferies Financial Group from a “buy” rating to a “neutral” rating and boosted their target price for the stock from $59.00 to $67.00 in a report on Thursday, June 18th. Two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $63.38.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in JEF. Los Angeles Capital Management LLC purchased a new stake in Jefferies Financial Group in the fourth quarter valued at $42,000. Parkside Financial Bank & Trust grew its holdings in shares of Jefferies Financial Group by 50.0% during the 4th quarter. Parkside Financial Bank & Trust now owns 672 shares of the financial services provider’s stock worth $42,000 after purchasing an additional 224 shares during the period. EverSource Wealth Advisors LLC grew its holdings in shares of Jefferies Financial Group by 159.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 892 shares of the financial services provider’s stock worth $49,000 after purchasing an additional 548 shares during the period. Harvest Fund Management Co. Ltd acquired a new stake in shares of Jefferies Financial Group during the 3rd quarter worth about $64,000. Finally, BI Asset Management Fondsmaeglerselskab A S increased its position in shares of Jefferies Financial Group by 28.7% during the 2nd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 1,872 shares of the financial services provider’s stock worth $102,000 after purchasing an additional 418 shares during the last quarter. 60.88% of the stock is currently owned by hedge funds and other institutional investors.

Jefferies Financial Group Company Profile

Jefferies Financial Group Inc is a diversified financial services company that provides a range of investment banking, capital markets and asset management services to corporations, governments and institutional investors worldwide. Through its core platform, Jefferies offers advisory services for mergers and acquisitions, debt and equity underwriting, restructuring and recapitalization. The firm also operates a global sales and trading business covering equities, fixed income and foreign exchange products, complemented by equity research and macroeconomic analysis.

In addition to its capital markets franchise, Jefferies maintains a growing asset management division that delivers customized investment solutions across public and private markets.