BMO Capital Markets Cuts Jefferies Financial Group (NYSE:JEF) Price Target to $50.00

Jefferies Financial Group (NYSE:JEF) had its price objective reduced by analysts at BMO Capital Markets from $57.00 to $50.00 in a report released on Tuesday, Benzinga reports. The firm currently has a “market perform” rating on the financial services provider’s stock. BMO Capital Markets’ target price points to a potential upside of 6.04% from the stock’s previous close.

JEF has been the topic of several other research reports. Loop Capital set a $60.00 price objective on Jefferies Financial Group in a research report on Monday, June 8th. Morgan Stanley lifted their price target on shares of Jefferies Financial Group from $44.00 to $50.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 9th. Wall Street Zen raised Jefferies Financial Group from a “hold” rating to a “buy” rating in a report on Saturday, September 19th. UBS Group cut their price objective on shares of Jefferies Financial Group from $65.00 to $61.00 and set a “neutral” rating for the company in a research report on Friday, September 11th. Finally, Weiss Ratings downgraded shares of Jefferies Financial Group from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, August 27th. Two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $61.88.

Jefferies Financial Group Price Performance

NYSE:JEF opened at $47.15 on Tuesday. The stock has a market capitalization of $9.14 billion, a PE ratio of 13.17 and a beta of 1.52. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.99. The firm has a fifty day simple moving average of $53.06 and a 200 day simple moving average of $50.97. Jefferies Financial Group has a 1-year low of $35.53 and a 1-year high of $69.93.

Jefferies Financial Group (NYSE:JEF) last released its quarterly earnings data on Monday, September 28th. The financial services provider reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.08. Jefferies Financial Group had a return on equity of 9.23% and a net margin of 7.58%.The firm had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.20 billion. On average, research analysts expect that Jefferies Financial Group will post 3.97 EPS for the current fiscal year.

Jefferies Financial Group declared that its board has approved a share repurchase program on Wednesday, June 24th that authorizes the company to repurchase $250.00 million in shares. This repurchase authorization authorizes the financial services provider to reacquire up to 2% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s management believes its shares are undervalued.

Institutional Investors Weigh In On Jefferies Financial Group

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Bank of Nova Scotia acquired a new position in Jefferies Financial Group in the 2nd quarter valued at approximately $3,509,000. Nykredit A S acquired a new position in shares of Jefferies Financial Group during the second quarter worth $31,471,000. Amundi lifted its holdings in shares of Jefferies Financial Group by 378.7% during the second quarter. Amundi now owns 228,236 shares of the financial services provider’s stock worth $11,407,000 after purchasing an additional 180,553 shares during the period. Berkshire Hathaway Inc bought a new stake in shares of Jefferies Financial Group in the second quarter worth $21,669,000. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in shares of Jefferies Financial Group in the first quarter worth $2,941,000. 60.88% of the stock is owned by institutional investors.

Key Stories Impacting Jefferies Financial Group

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

• Positive Sentiment: Quarterly earnings beat expectations: Jefferies reported third-quarter diluted EPS of $1.08, up from $1.01 a year earlier and above the roughly $1.00–$1.04 analyst estimates. Revenue increased to $2.22 billion, slightly exceeding the $2.20 billion consensus. Net earnings attributable to common shareholders rose 16% to $260.6 million. Jefferies Announces Third Quarter 2026 Financial Results
• Positive Sentiment: Investment banking growth remained a key driver: Coverage highlighted stronger investment banking revenue and record banking activity, indicating continued momentum in one of Jefferies’ most important businesses. Jefferies 3Q Profit Rises, Driven by Investment Banking Growth
• Positive Sentiment: Dividend maintained: The company declared a quarterly dividend of $0.40 per share, or $1.60 annualized, representing a yield of approximately 3.4%. The dividend is payable November 25 to shareholders of record November 16. Jefferies dividend announcement
• Neutral Sentiment: Mixed market reaction: Jefferies shares slipped after hours even though profit, EPS and revenue exceeded estimates. The decline suggests investors may have been focused on the size and sustainability of the beat, forward conditions in capital markets, or already-high expectations. Jefferies Stock Falls Despite Earnings Beat and Record Banking Revenue
• Neutral Sentiment: Other Jefferies research activity is not a direct JEF catalyst: Recent analyst calls on BSE, PB Fintech, Nike, Roblox and other companies demonstrate ongoing research activity but have limited immediate impact on Jefferies Financial Group’s own fundamentals.

Jefferies Financial Group Company Profile

Jefferies Financial Group Inc (NYSE:JEF) is a diversified financial services company that provides investment banking, capital markets, asset management and wealth management services. Its principal operating business, Jefferies, advises companies, governments and institutional investors on mergers and acquisitions, capital raising, restructuring and other strategic transactions.

Through its investment banking and securities operations, Jefferies offers equity and fixed-income underwriting, sales and trading, research, prime brokerage and related services.