Jefferies Financial Group (JEF) to Release Earnings on Wednesday

Jefferies Financial Group (NYSE:JEF) is expected to be announcing its Q4 2025 results after the market closes on Wednesday, January 7th. Analysts expect the company to announce earnings of $0.83 per share and revenue of $2.0053 billion for the quarter. Interested persons can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Wednesday, January 7, 2026 at 4:00 PM ET.

Jefferies Financial Group Stock Performance

Shares of JEF stock opened at $63.45 on Monday. The company has a debt-to-equity ratio of 1.76, a current ratio of 1.05 and a quick ratio of 1.05. The company’s fifty day moving average price is $58.16 and its two-hundred day moving average price is $59.00. The firm has a market capitalization of $13.09 billion, a P/E ratio of 21.80 and a beta of 1.51. Jefferies Financial Group has a 12 month low of $39.28 and a 12 month high of $82.68.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. UBS Group reissued a “buy” rating on shares of Jefferies Financial Group in a report on Tuesday, December 30th. Morgan Stanley set a $78.00 target price on Jefferies Financial Group and gave the company an “overweight” rating in a research report on Monday, December 8th. Telsey Advisory Group set a $74.00 price target on shares of Jefferies Financial Group in a research report on Tuesday, September 30th. Capital One Financial set a $55.00 price target on shares of Jefferies Financial Group in a research note on Friday, October 17th. Finally, Wall Street Zen upgraded shares of Jefferies Financial Group from a “sell” rating to a “hold” rating in a research note on Saturday, September 20th. Four research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $72.71.

Hedge Funds Weigh In On Jefferies Financial Group

Several institutional investors have recently made changes to their positions in the stock. Alyeska Investment Group L.P. acquired a new stake in shares of Jefferies Financial Group during the 3rd quarter worth approximately $49,783,000. Holocene Advisors LP bought a new position in Jefferies Financial Group during the 2nd quarter worth $32,395,000. Strategic Wealth Partners Ltd. acquired a new stake in Jefferies Financial Group in the third quarter worth $12,848,000. AQR Capital Management LLC lifted its stake in Jefferies Financial Group by 74.0% in the second quarter. AQR Capital Management LLC now owns 410,439 shares of the financial services provider’s stock valued at $22,447,000 after buying an additional 174,536 shares during the last quarter. Finally, Jacobs Levy Equity Management Inc. acquired a new position in shares of Jefferies Financial Group during the third quarter valued at $9,737,000. 60.88% of the stock is owned by institutional investors.

Jefferies Financial Group News Summary

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

• Positive Sentiment: Analyst/coverage note: a recent piece argues Jefferies’ earnings strength and improving credit trends could boost the stock as investors look past earlier credit concerns. Jefferies earnings can boost the stock. The company is moving past credit concerns.
• Positive Sentiment: Macro support: Jefferies’ chief market strategist David Zervos says lower interest rates this year should raise equity multiples — a tailwind for financial stocks and valuation uplift for JEF. Stock multiples will rise as rates come down this year, says Jefferies’ David Zervos
• Positive Sentiment: Business activity: coverage highlighting Jefferies’ positioning in commodity/mining themes suggests the firm is leaning into areas that could boost investment banking and trading revenue in 2026. Jefferies Is Betting Big on Mining Stocks for 2026.
• Neutral Sentiment: Earnings preview: analysts’ Q4 metric watch highlights what will matter in Jefferies’ upcoming results — revenue mix, trading & banking performance and credit loss trends. These expectations are already priced in ahead of results. Jefferies (JEF) Q4 Earnings on the Horizon: Analysts’ Insights
• Neutral Sentiment: Broker research activity: Jefferies continues analyst coverage and sector reports (examples: Algoma Steel, ITC commentary, Duolingo and Pentair coverage), which show ongoing client-facing revenue but are not direct catalysts for JEF equity. Algoma Steel Group: Hold rating from Jefferies analyst
• Negative Sentiment: Legal overhang: a law?firm press release and ad claims a sharp stock drop tied to a First Brands disclosure and urges investors to contact counsel for a securities?fraud class action — this creates headline-driven selling pressure and reputational risk. JEF STOCK DROP: Jefferies Stock Plummets 8% after First Brands Disclosure
• Negative Sentiment: Investor litigation risk: Pomerantz and other firms have announced investigations into JEF, creating a potential legal overhang that can pressure the share price until resolved or clarified. Pomerantz investigates claims on behalf of Jefferies 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.