JEF
Q3 2026 EPS Estimate
$0.87
Sep 30, 2026 · Reports after close
Revenue Estimate
$2.07B
FY2026E EPS$3.56
FY2027E EPS$4.78

Analyst Sentiment

Wall St. Consensus
Hold
9 analysts·Limited coverage
58
Score
3 Buy (33%)6 Hold (67%)0 Sell (0%)
Rating Breakdown
Strong Buy
00%
Buy
333%
Hold
667%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$50.00
-11.7%
Consensus
$60.00
+6.0%
Bull
$83.00
+46.6%
12-Month Target Range9 analysts
$50.00$60.00$83.00
Current $56.62Consensus
Current Price
$56.62
Upside to Consensus
$3.38

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+9.96%
EPS+34.37%
FY2028
Rev+8.28%
EPS+12.89%
FY2029
Rev-0.60%
EPS-41.31%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029E
Revenue Avg$8.53B$9.38B$10.16B$10.10B
Low$8.19B$8.34B$7.44B$9.08B
High$8.95B$10.63B$12.18B$11.26B
EBITDA Avg$2.88B$3.17B$3.43B$3.41B
Low$2.76B$2.81B$2.51B$3.06B
High$3.02B$3.58B$4.11B$3.80B
EBIT Avg$2.71B$2.99B$3.23B$3.21B
Low$2.60B$2.65B$2.37B$2.89B
High$2.85B$3.38B$3.87B$3.58B
Net Income Avg$795M$1.04B$917M$706M
Low$697M$875M$534M$613M
High$869M$1.18B$1.56B$811M
EPS Avg$3.56$4.78$5.40$3.17
Low$3.13$3.93$2.40$2.75
High$3.90$5.30$6.99$3.64
Analysts (Rev / EPS)5 / 45 / 44 / 42 / 1
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$2.07B$2.13B$2.21B$2.22B$2.24B$2.31B$2.34B$2.41B
Low$1.94B$1.90B$2.06B$2.07B$2.09B$2.15B$2.18B$2.25B
High$2.22B$2.35B$2.34B$2.35B$2.37B$2.45B$2.47B$2.55B
EBITDA Avg$700M$717M$745M$750M$756M$780M$789M$814M
Low$653M$641M$694M$698M$704M$726M$734M$757M
High$750M$793M$788M$793M$800M$825M$834M$861M
EBIT Avg$660M$676M$703M$708M$713M$736M$744M$767M
Low$616M$605M$654M$659M$664M$685M$693M$714M
High$707M$748M$743M$748M$754M$778M$787M$812M
Net Income Avg$205M$205M$233M$262M$260M$268M$272M$284M
Low$158M$165M$212M$239M$237M$243M$248M$258M
High$253M$242M$251M$282M$280M$288M$292M$305M
EPS Avg$0.92$0.92$1.05$1.18$1.17$1.20$1.22$1.27
Low$0.71$0.74$0.95$1.07$1.06$1.09$1.11$1.16
High$1.13$1.09$1.13$1.27$1.26$1.29$1.31$1.37
Analysts (Rev / EPS)3 / 22 / 21 / 11 / 11 / 11 / 11 / 11 / 1

Earnings Surprises

Recent Analyst Actions

Jun 25, 2026UBS
Jefferies Financial price target lowered to $65 from $67 at UBS
Target:$65.00
+21.6%from $53.44
Jun 25, 2026Oppenheimer
Jefferies Financial price target lowered to $83 from $87 at Oppenheimer
Target:$83.00
+43.3%from $57.92
Jun 12, 2026Oppenheimer
Jefferies Financial price target raised to $87 from $72 at Oppenheimer
Target:$87.00
+45.8%from $59.68
Jun 9, 2026Morgan Stanley
Jefferies Financial price target raised to $50 from $44 at Morgan Stanley
Target:$50.00
-13.6%from $57.90
Jun 8, 2026Loop Capital Markets
Jefferies Financial price target raised to $60 from $42 at BMO Capital
Target:$60.00
+2.8%from $58.37
Apr 14, 2026Goldman Sachs
Jefferies Financial price target raised to $54 from $47 at Goldman Sachs
Target:$54.00
+16.9%from $46.20
Mar 26, 2026Morgan Stanley
Jefferies Financial price target lowered to $44 from $49 at Morgan Stanley
Target:$44.00
+9.2%from $40.28
Mar 9, 2026Morgan Stanley
Jefferies Financial downgraded to Equal Weight from Overweight at Morgan Stanley
Target:$49.00
+28.4%from $38.16
Dec 11, 2025Oppenheimer
Jefferies Financial price target raised to $97 from $81 at Oppenheimer
Target:$97.00
+52.9%from $63.45
Dec 11, 2025UBS
UBS Assumes Jefferies Group (JEF) at Buy
Target:$76.00
+22.9%from $61.81
Dec 8, 2025Morgan Stanley
Jefferies Financial upgraded to Overweight from Equal Weight at Morgan Stanley
Target:$78.00
+31.9%from $59.12
Oct 17, 2025Capital One Financial
Jefferies Financial price target lowered to $55 from $69 at BMO Capital
Target:$55.00
+12.7%from $48.80
Oct 8, 2025Morgan Stanley
Morgan Stanley sees max loss of $44.6M for Jefferies from First Brands exposure
Target:$74.00
+35.9%from $54.44
Sep 30, 2025Telsey Advisory
Jefferies Financial price target raised to $74 from $72 at Morgan Stanley
Target:$74.00
+11.0%from $66.66
Sep 8, 2025Morgan Stanley
Jefferies Financial price target raised to $72 from $54 at Morgan Stanley
Target:$72.00
+12.1%from $64.22
Mar 13, 2025Morgan Stanley
Jefferies Financial price target lowered to $81 from $92 at Morgan Stanley
Target:$81.00
+49.3%from $54.26
Mar 5, 2025Goldman Sachs
Jefferies Financial price target lowered to $75 from $79 at Goldman Sachs
Target:$75.00
+23.2%from $60.86
Jan 10, 2025Morgan Stanley
Jefferies Financial price target lowered to $93 from $97 at Morgan Stanley
Target:$93.00
+30.1%from $71.48
Jan 3, 2025Oppenheimer
Jefferies Financial price target lowered to $81 from $82 at Oppenheimer
Target:$81.00
+0.5%from $80.57
Dec 9, 2024Barclays
This Robinhood Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday
Target:$49.00
-38.4%from $79.51
Dec 9, 2024Morgan Stanley
Morgan Stanley Upgrades Jefferies Group (JEF) to Overweight
Target:$97.00
+24.2%from $78.12
Sep 17, 2024UBS
UBS Starts Jefferies Group (JEF) at Buy
Target:$67.00
+8.0%from $62.03
Sep 13, 2024Oppenheimer
Jefferies Financial price target raised to $66 from $64 at Oppenheimer
Target:$66.00
+14.7%from $57.56
Sep 10, 2024Goldman Sachs
Jefferies Financial Group price target raised to $66 from $61 at Goldman Sachs
Target:$66.00
+17.2%from $56.31
Jul 23, 2024Morgan Stanley
Jefferies Financial Group price target raised to $59 from $44 at Morgan Stanley
Target:$59.00
+7.5%from $54.87
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.