View ValuationJefferies Financial Group 将来の成長Future 基準チェック /16Jefferies Financial Group利益と収益がそれぞれ年間11.4%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.4% 10%なると予測されています。主要情報11.4%収益成長率10.00%EPS成長率Capital Markets 収益成長11.2%収益成長率3.4%将来の株主資本利益率8.36%アナリストカバレッジGood最終更新日07 Jun 2026今後の成長に関する最新情報Price Target Changed • 14hPrice target increased by 7.6% to US$58.67Up from US$54.50, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of US$57.90. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of US$3.56 for next year compared to US$2.95 last year.Major Estimate Revision • Apr 07Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$4.04 to US$3.50 per share. Revenue forecast steady at US$8.23b. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target of US$52.83 unchanged from last update. Share price was steady at US$42.05 over the past week.Major Estimate Revision • Apr 01Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$4.03 to US$3.51 per share. Revenue forecast steady at US$8.24b. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target down from US$59.33 to US$52.83. Share price rose 4.3% to US$41.36 over the past week.Price Target Changed • Mar 09Price target decreased by 7.8% to US$68.83Down from US$74.67, the current price target is an average from 6 analysts. New target price is 80% above last closing price of US$38.16. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$4.19 for next year compared to US$2.95 last year.Price Target Changed • Dec 11Price target increased by 8.4% to US$70.00Up from US$64.60, the current price target is an average from 6 analysts. New target price is 11% above last closing price of US$63.24. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$2.98 for next year compared to US$3.07 last year.Major Estimate Revision • Oct 06Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$6.95b to US$7.32b. EPS estimate increased from US$2.49 to US$2.89 per share. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target up from US$65.33 to US$69.00. Share price fell 6.3% to US$62.43 over the past week.すべての更新を表示Recent updatesPrice Target Changed • 14hPrice target increased by 7.6% to US$58.67Up from US$54.50, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of US$57.90. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of US$3.56 for next year compared to US$2.95 last year.ライブニュース • Jun 05Jefferies Expands Data Access With New AI-Ready Tools for Institutional InvestorsM Science, a subsidiary of Jefferies Financial Group, has launched a Unified Data Model designed to standardize and streamline access to its analyst-curated datasets for institutional investors. The company also introduced an MCP Server that offers programmatic access to M Science research and data, aiming to support more automated and data-intensive investment workflows. Both tools are built to integrate with AI systems such as OpenAI's ChatGPT and Anthropic's Claude, with a focus on supporting advanced AI-driven investment processes. This move signals Jefferies’ push to deepen its data and analytics offering, which could make its research arm more useful to institutions that are building AI-based investment tools. Investors may want to watch how quickly clients adopt this new infrastructure and whether it leads to broader use of Jefferies’ data services across portfolio management and research functions.Buy Or Sell Opportunity • Jun 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to US$55.24. The fair value is estimated to be US$45.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Upcoming Dividend • May 11Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (2.1%).Seeking Alpha • Apr 08Jefferies: Wall Street Booms, But Private Credit Woes WeighSummary Jefferies Financial Group Inc. remains a Buy, with shares about 25% undervalued despite recent volatility and technical weakness. JEF posted a 27% YoY net revenue increase to $2.0B, led by record investment banking performance and strong equity underwriting growth. Key JEF risks include potential capital market slowdown, higher rates, and ongoing private credit concerns, but dealmaking momentum persists. Technical signals are mixed for JEF stock, with support at $36 and resistance at $50, while the valuation remains compelling on P/E and P/B metrics. Read the full article on Seeking AlphaMajor Estimate Revision • Apr 07Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$4.04 to US$3.50 per share. Revenue forecast steady at US$8.23b. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target of US$52.83 unchanged from last update. Share price was steady at US$42.05 over the past week.Major Estimate Revision • Apr 01Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$4.03 to US$3.51 per share. Revenue forecast steady at US$8.24b. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target down from US$59.33 to US$52.83. Share price rose 4.3% to US$41.36 over the past week.Declared Dividend • Mar 29First quarter dividend of US$0.40 announcedDividend of US$0.40 is the same as last year. Ex-date: 18th May 2026 Payment date: 29th May 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 26First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.76 (up from US$0.60 in 1Q 2025). Revenue: US$2.02b (up 27% from 1Q 2025). Net income: US$155.7m (up 22% from 1Q 2025). Profit margin: 7.7% (down from 8.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 26Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on May 29, 2026Jefferies Financial Group Inc.'s Board of Directors declared a quarterly cash dividend equal to $0.40 per Jefferies common share, payable on May 29, 2026 to record holders of Jefferies common shares on May 18, 2026.お知らせ • Mar 24Sumitomo Mitsui Financial Group Reportedly Explores a Takeover of Jefferies Financial GroupOn March 24, 2026, Jefferies Financial Group Inc. (NYSE:JEF) experienced a dramatic surge in pre-market trading, with shares climbing roughly 10% before the open. The rally was sparked by reports that Japan’s Sumitomo Mitsui Financial Group, Inc. (TSE:8316) (SMFG) is exploring a takeover of the U.S.-listed investment bank. SMFG’s interest has attracted considerable investor attention, prompting market participants to bid aggressively for Jefferies shares ahead of the company’s earnings announcement. The pre-market spike aligns with Reuters coverage of SMFG’s potential acquisition plans, which highlighted the Japanese group’s intent to expand its global presence in capital markets and wealth management. Analysts noted that, while SMFG’s offer has not yet been formally announced, the mere possibility of a takeover has already reshaped sentiment toward Jefferies. Investors appear to be positioning themselves for a potential premium that a merger might bring, driving the 10% jump in early trading.お知らせ • Mar 12Jefferies Financial Group Inc. to Report Q1, 2026 Results on Mar 25, 2026Jefferies Financial Group Inc. announced that they will report Q1, 2026 results After-Market on Mar 25, 2026Price Target Changed • Mar 09Price target decreased by 7.8% to US$68.83Down from US$74.67, the current price target is an average from 6 analysts. New target price is 80% above last closing price of US$38.16. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$4.19 for next year compared to US$2.95 last year.Buy Or Sell Opportunity • Mar 06Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to US$38.29. The fair value is estimated to be US$50.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Mar 06Western Alliance Bank and its Collateral Agent File Complaint in New York Supreme Court Against Jefferies Financial Group, Leucadia Asset Management LLC and AffiliatesWestern Alliance Bancorporation (the “Company”) on March 6, 2026 announced that it has been informed by Jefferies Financial Group (“Jefferies”) that payments of $126.4 million owed to Western Alliance Bank (“Bank”) pursuant to a forbearance agreement will not be paid as agreed. Earlier on morning of March 6, 2026, the Bank and its Collateral Agent filed a Complaint in New York Supreme Court against Jefferies, Leucadia Asset Management LLC (“LAM”), and affiliates (collectively, “Defendants”) alleging breach of contract and fraud for Defendants’ conduct related to a commercial loan collateralized by accounts receivable purchased from First Brands Group. In September 2025, the Bank learned of failures by LAM’s servicer, including allowing UCC financing statements to lapse on the receivables, that triggered loan defaults. In October 2025, the Bank entered into a forbearance agreement pursuant to which the Defendants agreed to cause full prepayment of principal on the loan to be completed by March 31, 2026. Defendants then made payments pursuant to the forbearance agreement from October 2025 to January 15, 2026, when the Bank received the most recent payment of $42.125 million. Defendants recently informed the Bank it would not receive the final two principal payments due in the first quarter of 2026. Despite extensive efforts to pursue a constructive commercial resolution, after the Defendants failed to make the $42.1 million payment due on February 27, 2026, the Company concluded on March 2, 2026, that recording a charge-off for the entire remaining $126.4 million loan balance was appropriate. This charge-off will be matched by a provision of the same amount.Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$44.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Capital Markets industry in the US. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$51.12 per share.お知らせ • Feb 24Jefferies Financial Group Inc., Annual General Meeting, Mar 26, 2026Jefferies Financial Group Inc., Annual General Meeting, Mar 26, 2026.Upcoming Dividend • Feb 10Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 17 February 2026. Payment date: 27 February 2026. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of American dividend payers (4.1%). Higher than average of industry peers (2.0%).分析記事 • Jan 11Jefferies Financial Group (NYSE:JEF) Has Announced A Dividend Of $0.40The board of Jefferies Financial Group Inc. ( NYSE:JEF ) has announced that it will pay a dividend on the 27th of...Declared Dividend • Jan 11Fourth quarter dividend of US$0.40 announcedDividend of US$0.40 is the same as last year. Ex-date: 17th February 2026 Payment date: 27th February 2026 Dividend yield will be 2.6%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jan 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to US$62.25. The fair value is estimated to be US$51.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Jan 08Full year 2025 earnings: Revenues in line with analyst expectationsFull year 2025 results: Revenue: US$7.34b (up 4.8% from FY 2024). Net income: US$635.2m (down 4.6% from FY 2024). Profit margin: 8.6% (in line with FY 2024). Revenue was in line with analyst estimates. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.お知らせ • Jan 08Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2026The Jefferies Financial Group Inc. Board of Directors declared a quarterly cash dividend equal to $0.40 per Jefferies common share, payable on February 27, 2026 to record holders of Jefferies common shares on February 17, 2026.お知らせ • Dec 18Jefferies Financial Group Inc. to Report Q4, 2025 Results on Jan 07, 2026Jefferies Financial Group Inc. announced that they will report Q4, 2025 results After-Market on Jan 07, 2026Price Target Changed • Dec 11Price target increased by 8.4% to US$70.00Up from US$64.60, the current price target is an average from 6 analysts. New target price is 11% above last closing price of US$63.24. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$2.98 for next year compared to US$3.07 last year.お知らせ • Dec 10Jefferies Financial Group Inc. (NYSE:JEF) entered into an agreement to acquire 50% stake in Hildene Holding Company, LLC for $340 million.Jefferies Financial Group Inc. (NYSE:JEF) entered into an agreement to acquire 50% stake in Hildene Holding Company, LLC for $340 million on December 8, 2025. Transaction is subject to customary closing conditions, including receipt of required regulatory and client approvals, and is expected to close in the third quarter of 2026. Jefferies LLC served as exclusive financial advisor to Jefferies. Sidley Austin served as legal advisor to Jefferies. Kirkland & Ellis served as legal advisor to Hildene.Upcoming Dividend • Nov 10Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 26 November 2025. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (2.0%).分析記事 • Oct 17Take Care Before Jumping Onto Jefferies Financial Group Inc. (NYSE:JEF) Even Though It's 27% CheaperJefferies Financial Group Inc. ( NYSE:JEF ) shares have had a horrible month, losing 27% after a relatively good period...Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$53.01, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Capital Markets industry in the US. Total returns to shareholders of 92% over the past three years.Major Estimate Revision • Oct 06Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$6.95b to US$7.32b. EPS estimate increased from US$2.49 to US$2.89 per share. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target up from US$65.33 to US$69.00. Share price fell 6.3% to US$62.43 over the past week.Declared Dividend • Oct 02Third quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 17th November 2025 Payment date: 26th November 2025 Dividend yield will be 2.5%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Sep 30Price target increased by 8.4% to US$69.00Up from US$63.67, the current price target is an average from 3 analysts. New target price is 5.5% above last closing price of US$65.42. Stock is up 5.8% over the past year. The company is forecast to post earnings per share of US$2.84 for next year compared to US$3.07 last year.お知らせ • Sep 30Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on November 26, 2025The Board of Directors of Jefferies Financial Group Inc. declared a quarterly cash dividend equal to $0.40 per Jefferies common share, payable on November 26, 2025 to record holders of Jefferies common shares on November 17, 2025.お知らせ • Sep 18Sumitomo Mitsui Reportedly in Talks to Increase Its Stake in Jefferies Financial GroupSumitomo Mitsui Financial Group, Inc. (TSE:8316) (SMFG) is in talks to increase its stake in Jefferies Financial Group Inc. (NYSE:JEF)(JEF) from the current 15% to about 20% as part of deepening ties between the companies, Bloomberg's Cathy Chan, Katherine Doherty, Manuel Baigorri and Hideki Suzuki report, citing people familiar with the matter. The report notes that Sumitomo Mitsui could proceed by potentially acquiring Jefferies' preferred stock, also indicating that the two financial companies are in discussions to merge parts of their equities businesses in Japan.お知らせ • Sep 16Jefferies Financial Group Inc. to Report Q3, 2025 Results on Sep 29, 2025Jefferies Financial Group Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Sep 29, 2025Price Target Changed • Sep 08Price target increased by 14% to US$63.67Up from US$56.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$64.22. Stock is up 13% over the past year. The company is forecast to post earnings per share of US$2.35 for next year compared to US$3.07 last year.Upcoming Dividend • Aug 11Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 18 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.9%).Major Estimate Revision • Jul 07Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$2.62 to US$2.25 per share. Revenue forecast steady at US$6.79b. Net income forecast to grow 17% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target of US$55.33 unchanged from last update. Share price was steady at US$55.61 over the past week.Declared Dividend • Jun 29Second quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 18th August 2025 Payment date: 29th August 2025 Dividend yield will be 2.8%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 26Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.43 (down from US$0.66 in 2Q 2024). Revenue: US$1.63b (flat on 2Q 2024). Net income: US$88.0m (down 40% from 2Q 2024). Profit margin: 5.4% (down from 8.9% in 2Q 2024). Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 9.1%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • Jun 26Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on August 29, 2025The Board of Directors of Jefferies Financial Group Inc. declared a quarterly cash dividend equal to $0.40 per Jefferies common share, payable on August 29, 2025 to record holders of Jefferies common shares on August 18, 2025.お知らせ • Jun 12Jefferies Financial Group Inc. to Report Q2, 2025 Results on Jun 25, 2025Jefferies Financial Group Inc. announced that they will report Q2, 2025 results After-Market on Jun 25, 2025Major Estimate Revision • May 16Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$6.93b to US$6.77b. EPS estimate also fell from US$2.71 per share to US$2.43 per share. Net income forecast to grow 14% next year vs 14% growth forecast for Capital Markets industry in the US. Consensus price target down from US$57.00 to US$51.50. Share price rose 4.7% to US$52.70 over the past week.Upcoming Dividend • May 12Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.1%).Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$43.14, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Capital Markets industry in the US. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$27.68 per share.Major Estimate Revision • Apr 02Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$7.81b to US$7.24b. EPS estimate also fell from US$3.98 per share to US$3.13 per share. Net income forecast to grow 27% next year vs 22% growth forecast for Capital Markets industry in the US. Consensus price target down from US$81.00 to US$71.33. Share price fell 8.5% to US$55.14 over the past week.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Director Toru Nakashima was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Mar 30First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 19th May 2025 Payment date: 29th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 27First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.60 (down from US$0.72 in 1Q 2024). Revenue: US$1.59b (down 8.4% from 1Q 2024). Net income: US$127.8m (down 19% from 1Q 2024). Profit margin: 8.0% (down from 9.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 39%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Mar 27Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on May 29, 2025Jefferies Financial Group Inc. Board of Directors declared a quarterly cash dividend equal to $0.40 per Jefferies common share, payable on May 29, 2025 to record holders of Jefferies common shares on May 19, 2025.お知らせ • Mar 13Jefferies Financial Group Inc. to Report Q1, 2025 Results on Mar 26, 2025Jefferies Financial Group Inc. announced that they will report Q1, 2025 results After-Market on Mar 26, 2025Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$56.25, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Capital Markets industry in the US. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$28.44 per share.お知らせ • Feb 17Jefferies Financial Group Inc., Annual General Meeting, Mar 27, 2025Jefferies Financial Group Inc., Annual General Meeting, Mar 27, 2025.Upcoming Dividend • Feb 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 February 2025. Payment date: 27 February 2025. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.9%).Reported Earnings • Jan 10Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: US$3.07 (up from US$1.12 in FY 2023). Revenue: US$7.03b (up 50% from FY 2023). Net income: US$665.6m (up 155% from FY 2023). Profit margin: 9.5% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.お知らせ • Jan 09Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2025The Board of Directors of Jefferies Financial Group Inc. declared a quarterly cash dividend equal to $0.40 per Jefferies common share, a 14.3% increase from the prior dividend rate, payable on February 27, 2025 to record holders of Jefferies common shares on February 14, 2025.Seeking Alpha • Dec 29Jefferies Financial Group: I Keep Buying This Expensive StockSummary Jefferies Financial’s stock is experiencing a strong medium-term upward trend. It is outperforming among its peers and also the SP400 to which it belongs. The stock closes the year near its all-time highs, indicating strong buying interest. The stock’s rise is accompanied by strong financial performance and positive expectations for the upcoming period. The Q4 2024 financial results will be announced in a few days and are expected to be impressive, contributing to the continuation of the stock’s upward momentum. Read the full article on Seeking Alphaお知らせ • Dec 19Jefferies Financial Group Inc. to Report Q4, 2024 Results on Jan 08, 2025Jefferies Financial Group Inc. announced that they will report Q4, 2024 results After-Market on Jan 08, 2025Price Target Changed • Dec 06Price target increased by 9.4% to US$81.25Up from US$74.25, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$78.12. Stock is up 112% over the past year. The company is forecast to post earnings per share of US$3.01 for next year compared to US$1.12 last year.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$74.04, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Capital Markets industry in the US. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$30.24 per share.Recent Insider Transactions • Nov 01President & Director recently sold US$16m worth of stockOn the 30th of October, Brian Friedman sold around 247k shares on-market at roughly US$65.20 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$42m.Recent Insider Transactions • Oct 15President & Director recently sold US$13m worth of stockOn the 10th of October, Brian Friedman sold around 200k shares on-market at roughly US$63.09 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$26m.Seeking Alpha • Oct 14Jefferies: A Warren Buffett Stock With RunwaySummary Jefferies has been on a tear since Berkshire bought in. A closer look reveals there are still legs to the rally. This month’s investor meeting is a potential upside catalyst. Read the full article on Seeking AlphaDeclared Dividend • Sep 29Third quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 18th November 2024 Payment date: 27th November 2024 Dividend yield will be 2.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 88% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 26Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$0.85 (up from US$0.20 in 3Q 2023). Revenue: US$1.68b (up 43% from 3Q 2023). Net income: US$181.6m (up 303% from 3Q 2023). Profit margin: 11% (up from 3.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 3.2%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Price Target Changed • Sep 23Price target increased by 8.0% to US$66.25Up from US$61.33, the current price target is an average from 4 analysts. New target price is 6.8% above last closing price of US$62.06. Stock is up 67% over the past year. The company is forecast to post earnings per share of US$2.96 for next year compared to US$1.12 last year.Buy Or Sell Opportunity • Sep 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to US$57.56. The fair value is estimated to be US$47.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 141% in the next 2 years.Recent Insider Transactions Derivative • Aug 18Co-Founder & Chairman notifies of intention to sell stockJoseph Steinberg intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of August. If the sale is conducted around the recent share price of US$54.13, it would amount to US$5.4m. Since March 2024, Joseph's direct individual holding has decreased from 20.88m shares to 20.78m. Company insiders have collectively sold US$78m more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • Aug 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to US$57.01. The fair value is estimated to be US$47.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 138% in the next 2 years.お知らせ • Aug 13Jefferies Financial Group Inc. Appoints Toru Nakashima to Board of DirectorsJefferies Financial Group Inc. announced the appointment of the Sumitomo Mitsui Financial Group Inc. (“SMFG”) President and Group Chief Executive Officer, Toru Nakashima, to Jefferies’ Board of Directors effective August 12, 2024. The appointment of Mr. Nakashima further strengthens the strategic alliance between Jefferies and the SMBC Group first announced in 2021 and then further expanded in 2023 and 2024. Mr. Nakashima began his career in 1986 at The Sumitomo Bank, Limited. He assumed the position of General Manager of the Securities Business Planning Department in 2012 and the position of Managing Executive Officer and General Manager of the Corporate Planning Department in 2016. In 2019, Mr. Nakashima was appointed Group CFO and Group CSO of SMFG. In 2023, he was elected as a member of the Board of Directors and Deputy President of SMBC, heading Global Corporate Banking Division; he also served as Deputy President and Executive Officer of SMFG, co-heading Wholesale Business Unit. In November 2023, he was appointed President and Group Chief Executive Officer of SMFG.Upcoming Dividend • Aug 12Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (2.3%).Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Thomas Jones was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Jul 23Price target increased by 13% to US$59.00Up from US$52.00, the current price target is an average from 3 analysts. New target price is 5.7% above last closing price of US$55.80. Stock is up 51% over the past year. The company is forecast to post earnings per share of US$2.93 for next year compared to US$1.12 last year.Buy Or Sell Opportunity • Jul 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to US$52.56. The fair value is estimated to be US$43.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 132% in the next 2 years.Declared Dividend • Jun 30Second quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 19th August 2024 Payment date: 30th August 2024 Dividend yield will be 2.5%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 156% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.66 (up from US$0.049 in 2Q 2023). Revenue: US$1.66b (up 60% from 2Q 2023). Net income: US$145.7m (up US$133.7m from 2Q 2023). Profit margin: 8.8% (up from 1.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.1%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Jun 18Jefferies Financial Group Inc. to Report Q2, 2024 Results on Jun 26, 2024Jefferies Financial Group Inc. announced that they will report Q2, 2024 results After-Market on Jun 26, 2024Recent Insider Transactions • May 16President & Director recently sold US$13m worth of stockOn the 14th of May, Brian Friedman sold around 280k shares on-market at roughly US$46.27 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$65m. This was Brian's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • May 15President & Director notifies of intention to sell stockBrian Friedman intends to sell 115k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of May. If the sale is conducted around the recent share price of US$45.93, it would amount to US$5.3m. Since June 2023, Brian's direct individual holding has decreased from 6.85m shares to 5.93m. Company insiders have collectively sold US$107m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • May 10Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 30 May 2024. Payout ratio is on the higher end at 96% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (2.3%).Seeking Alpha • May 08Jefferies: Attractive Global Expansion At A Fair PriceSummary Jefferies has seen strong performance, with shares reaching a new high of $45. The company is expanding globally through hiring managing directors and partnerships with financial institutions like Sumitomo. Jefferies is a consistent earner with solid dividends and earnings, poised for steady business growth. Shares are a hold with price target of $50. Read the full article on Seeking AlphaRecent Insider Transactions • Apr 27CEO & Director recently sold US$65m worth of stockOn the 24th of April, Richard Handler sold around 2m shares on-market at roughly US$43.50 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.Major Estimate Revision • Apr 03Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$6.35b to US$6.72b. EPS estimate fell from US$3.35 to US$2.90 per share. Net income forecast to grow 156% next year vs 19% growth forecast for Capital Markets industry in the US. Consensus price target broadly unchanged at US$49.67. Share price fell 4.3% to US$44.16 over the past week.お知らせ • Apr 02OneMain Holdings, Inc. (NYSE:OMF) completed the acquisition of Foursight Capital LLC from Jefferies Financial Group Inc. (NYSE:JEF).OneMain Holdings, Inc. (NYSE:OMF) reached a definitive agreement to acquire Foursight Capital LLC from Jefferies Financial Group Inc. (NYSE:JEF) for $115 million on November 20, 2023. As part of the transaction, OneMain will acquire Foursight's approximately $900 million loan portfolio. Foursight's approximately 200 employees are expected to join OneMain. The transaction is expected to close in the first quarter of 2024, subject to customary closing conditions and applicable regulatory approvals. Jefferies LLC is serving as exclusive financial advisor and Morgan Lewis & Bockius LLP is serving as legal counsel to Jefferies. Barclays Capital, Inc. is serving as exclusive financial advisor and Covington & Burling LLP is serving as legal counsel to OneMain. OneMain Holdings, Inc. (NYSE:OMF) completed the acquisition of Foursight Capital LLC from Jefferies Financial Group Inc. (NYSE:JEF) on April 1, 2024.Declared Dividend • Mar 31First quarter dividend of US$0.30 announcedDividend of US$0.30 is the same as last year. Ex-date: 17th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 6.6% to bring the payout ratio under control. EPS is expected to grow by 196% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Mar 28First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: US$0.72 (up from US$0.56 in 1Q 2023). Revenue: US$1.74b (up 35% from 1Q 2023). Net income: US$157.5m (up 18% from 1Q 2023). Profit margin: 9.1% (down from 10% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Mar 28Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on May 30, 2024Jefferies Financial Group Inc. declared a quarterly cash dividend equal to $0.30 per Jefferies common share, payable on May 30, 2024 to record holders of Jefferies common shares on May 20, 2024.お知らせ • Mar 15Jefferies Financial Group Inc. to Report Q1, 2024 Results on Mar 27, 2024Jefferies Financial Group Inc. announced that they will report Q1, 2024 results After-Market on Mar 27, 2024業績と収益の成長予測NYSE:JEF - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数11/30/20289,4641,078N/AN/A411/30/20279,1681,113N/AN/A611/30/20268,351804N/AN/A62/28/20267,768663-794-572N/A11/30/20257,344635-1,707-1,500N/A8/31/20257,232641-1,971-1,750N/A5/31/20256,868578-2,782-2,583N/A2/28/20256,865636-1,775-1,572N/A11/30/20247,011666-460-209N/A8/31/20246,251529-2,064-1,963N/A5/31/20245,750419-1,898-1,802N/A2/29/20245,155285-1,490-1,418N/A11/30/20234,700261-1,935-1,934N/A8/31/20234,941330-1,667-1,494N/A5/31/20235,269476205394N/A2/28/20235,5695829791,201N/A11/30/20225,9797741,5811,805N/A8/31/20226,2439632,7232,905N/A5/31/20226,6511,1712,3792,573N/A2/28/20227,2401,4041,6951,864N/A11/30/20218,0141,6571,4171,582N/A8/31/20218,1561,640708855N/A5/31/20217,8321,537820933N/A2/28/20217,0281,2321,3581,498N/A11/30/20205,8517651,8782,055N/A8/31/20205,1706541,5171,731N/A5/31/20204,410400523773N/A2/29/20204,3651,020-1,209-962N/A11/30/20193,806954N/A-828N/A11/30/20184,009265N/A754N/A9/30/20183,915-76N/A-73N/A6/30/20183,625-290N/A-209N/A3/31/20183,569-285N/A725N/A12/31/20173,798-122N/A788N/A9/30/20175,471355N/A1,339N/A6/30/20177,292529N/A1,108N/A3/31/20179,063583N/A1,189N/A12/31/20162,940-107N/A572N/A9/30/20169,72344N/A749N/A6/30/20169,405-283N/A906N/A3/31/20169,610-324N/A43N/A12/31/201510,771269N/A-762N/A9/30/201510,955215N/A-903N/A6/30/201511,594441N/A-1,569N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: JEFの予測収益成長率 (年間11.4% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: JEFの収益 ( 11.4% ) US市場 ( 16.9% ) よりも低い成長が予測されています。高成長収益: JEFの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: JEFの収益 ( 3.4% ) US市場 ( 11.8% ) よりも低い成長が予測されています。高い収益成長: JEFの収益 ( 3.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: JEFの 自己資本利益率 は、3年後には低くなると予測されています ( 8.4 %)。成長企業の発掘7D1Y7D1Y7D1YDiversified-financials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/08 11:52終値2026/06/08 00:00収益2026/02/28年間収益2025/11/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Jefferies Financial Group Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Brennan HawkenBMO Capital Markets Equity ResearchJames YaroGoldman SachsManan GosaliaMorgan Stanley4 その他のアナリストを表示
Price Target Changed • 14hPrice target increased by 7.6% to US$58.67Up from US$54.50, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of US$57.90. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of US$3.56 for next year compared to US$2.95 last year.
Major Estimate Revision • Apr 07Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$4.04 to US$3.50 per share. Revenue forecast steady at US$8.23b. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target of US$52.83 unchanged from last update. Share price was steady at US$42.05 over the past week.
Major Estimate Revision • Apr 01Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$4.03 to US$3.51 per share. Revenue forecast steady at US$8.24b. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target down from US$59.33 to US$52.83. Share price rose 4.3% to US$41.36 over the past week.
Price Target Changed • Mar 09Price target decreased by 7.8% to US$68.83Down from US$74.67, the current price target is an average from 6 analysts. New target price is 80% above last closing price of US$38.16. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$4.19 for next year compared to US$2.95 last year.
Price Target Changed • Dec 11Price target increased by 8.4% to US$70.00Up from US$64.60, the current price target is an average from 6 analysts. New target price is 11% above last closing price of US$63.24. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$2.98 for next year compared to US$3.07 last year.
Major Estimate Revision • Oct 06Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$6.95b to US$7.32b. EPS estimate increased from US$2.49 to US$2.89 per share. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target up from US$65.33 to US$69.00. Share price fell 6.3% to US$62.43 over the past week.
Price Target Changed • 14hPrice target increased by 7.6% to US$58.67Up from US$54.50, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of US$57.90. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of US$3.56 for next year compared to US$2.95 last year.
ライブニュース • Jun 05Jefferies Expands Data Access With New AI-Ready Tools for Institutional InvestorsM Science, a subsidiary of Jefferies Financial Group, has launched a Unified Data Model designed to standardize and streamline access to its analyst-curated datasets for institutional investors. The company also introduced an MCP Server that offers programmatic access to M Science research and data, aiming to support more automated and data-intensive investment workflows. Both tools are built to integrate with AI systems such as OpenAI's ChatGPT and Anthropic's Claude, with a focus on supporting advanced AI-driven investment processes. This move signals Jefferies’ push to deepen its data and analytics offering, which could make its research arm more useful to institutions that are building AI-based investment tools. Investors may want to watch how quickly clients adopt this new infrastructure and whether it leads to broader use of Jefferies’ data services across portfolio management and research functions.
Buy Or Sell Opportunity • Jun 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to US$55.24. The fair value is estimated to be US$45.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Upcoming Dividend • May 11Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (2.1%).
Seeking Alpha • Apr 08Jefferies: Wall Street Booms, But Private Credit Woes WeighSummary Jefferies Financial Group Inc. remains a Buy, with shares about 25% undervalued despite recent volatility and technical weakness. JEF posted a 27% YoY net revenue increase to $2.0B, led by record investment banking performance and strong equity underwriting growth. Key JEF risks include potential capital market slowdown, higher rates, and ongoing private credit concerns, but dealmaking momentum persists. Technical signals are mixed for JEF stock, with support at $36 and resistance at $50, while the valuation remains compelling on P/E and P/B metrics. Read the full article on Seeking Alpha
Major Estimate Revision • Apr 07Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$4.04 to US$3.50 per share. Revenue forecast steady at US$8.23b. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target of US$52.83 unchanged from last update. Share price was steady at US$42.05 over the past week.
Major Estimate Revision • Apr 01Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$4.03 to US$3.51 per share. Revenue forecast steady at US$8.24b. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target down from US$59.33 to US$52.83. Share price rose 4.3% to US$41.36 over the past week.
Declared Dividend • Mar 29First quarter dividend of US$0.40 announcedDividend of US$0.40 is the same as last year. Ex-date: 18th May 2026 Payment date: 29th May 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 26First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.76 (up from US$0.60 in 1Q 2025). Revenue: US$2.02b (up 27% from 1Q 2025). Net income: US$155.7m (up 22% from 1Q 2025). Profit margin: 7.7% (down from 8.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 26Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on May 29, 2026Jefferies Financial Group Inc.'s Board of Directors declared a quarterly cash dividend equal to $0.40 per Jefferies common share, payable on May 29, 2026 to record holders of Jefferies common shares on May 18, 2026.
お知らせ • Mar 24Sumitomo Mitsui Financial Group Reportedly Explores a Takeover of Jefferies Financial GroupOn March 24, 2026, Jefferies Financial Group Inc. (NYSE:JEF) experienced a dramatic surge in pre-market trading, with shares climbing roughly 10% before the open. The rally was sparked by reports that Japan’s Sumitomo Mitsui Financial Group, Inc. (TSE:8316) (SMFG) is exploring a takeover of the U.S.-listed investment bank. SMFG’s interest has attracted considerable investor attention, prompting market participants to bid aggressively for Jefferies shares ahead of the company’s earnings announcement. The pre-market spike aligns with Reuters coverage of SMFG’s potential acquisition plans, which highlighted the Japanese group’s intent to expand its global presence in capital markets and wealth management. Analysts noted that, while SMFG’s offer has not yet been formally announced, the mere possibility of a takeover has already reshaped sentiment toward Jefferies. Investors appear to be positioning themselves for a potential premium that a merger might bring, driving the 10% jump in early trading.
お知らせ • Mar 12Jefferies Financial Group Inc. to Report Q1, 2026 Results on Mar 25, 2026Jefferies Financial Group Inc. announced that they will report Q1, 2026 results After-Market on Mar 25, 2026
Price Target Changed • Mar 09Price target decreased by 7.8% to US$68.83Down from US$74.67, the current price target is an average from 6 analysts. New target price is 80% above last closing price of US$38.16. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$4.19 for next year compared to US$2.95 last year.
Buy Or Sell Opportunity • Mar 06Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to US$38.29. The fair value is estimated to be US$50.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Mar 06Western Alliance Bank and its Collateral Agent File Complaint in New York Supreme Court Against Jefferies Financial Group, Leucadia Asset Management LLC and AffiliatesWestern Alliance Bancorporation (the “Company”) on March 6, 2026 announced that it has been informed by Jefferies Financial Group (“Jefferies”) that payments of $126.4 million owed to Western Alliance Bank (“Bank”) pursuant to a forbearance agreement will not be paid as agreed. Earlier on morning of March 6, 2026, the Bank and its Collateral Agent filed a Complaint in New York Supreme Court against Jefferies, Leucadia Asset Management LLC (“LAM”), and affiliates (collectively, “Defendants”) alleging breach of contract and fraud for Defendants’ conduct related to a commercial loan collateralized by accounts receivable purchased from First Brands Group. In September 2025, the Bank learned of failures by LAM’s servicer, including allowing UCC financing statements to lapse on the receivables, that triggered loan defaults. In October 2025, the Bank entered into a forbearance agreement pursuant to which the Defendants agreed to cause full prepayment of principal on the loan to be completed by March 31, 2026. Defendants then made payments pursuant to the forbearance agreement from October 2025 to January 15, 2026, when the Bank received the most recent payment of $42.125 million. Defendants recently informed the Bank it would not receive the final two principal payments due in the first quarter of 2026. Despite extensive efforts to pursue a constructive commercial resolution, after the Defendants failed to make the $42.1 million payment due on February 27, 2026, the Company concluded on March 2, 2026, that recording a charge-off for the entire remaining $126.4 million loan balance was appropriate. This charge-off will be matched by a provision of the same amount.
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$44.40, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Capital Markets industry in the US. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$51.12 per share.
お知らせ • Feb 24Jefferies Financial Group Inc., Annual General Meeting, Mar 26, 2026Jefferies Financial Group Inc., Annual General Meeting, Mar 26, 2026.
Upcoming Dividend • Feb 10Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 17 February 2026. Payment date: 27 February 2026. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of American dividend payers (4.1%). Higher than average of industry peers (2.0%).
分析記事 • Jan 11Jefferies Financial Group (NYSE:JEF) Has Announced A Dividend Of $0.40The board of Jefferies Financial Group Inc. ( NYSE:JEF ) has announced that it will pay a dividend on the 27th of...
Declared Dividend • Jan 11Fourth quarter dividend of US$0.40 announcedDividend of US$0.40 is the same as last year. Ex-date: 17th February 2026 Payment date: 27th February 2026 Dividend yield will be 2.6%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jan 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to US$62.25. The fair value is estimated to be US$51.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Jan 08Full year 2025 earnings: Revenues in line with analyst expectationsFull year 2025 results: Revenue: US$7.34b (up 4.8% from FY 2024). Net income: US$635.2m (down 4.6% from FY 2024). Profit margin: 8.6% (in line with FY 2024). Revenue was in line with analyst estimates. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Jan 08Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2026The Jefferies Financial Group Inc. Board of Directors declared a quarterly cash dividend equal to $0.40 per Jefferies common share, payable on February 27, 2026 to record holders of Jefferies common shares on February 17, 2026.
お知らせ • Dec 18Jefferies Financial Group Inc. to Report Q4, 2025 Results on Jan 07, 2026Jefferies Financial Group Inc. announced that they will report Q4, 2025 results After-Market on Jan 07, 2026
Price Target Changed • Dec 11Price target increased by 8.4% to US$70.00Up from US$64.60, the current price target is an average from 6 analysts. New target price is 11% above last closing price of US$63.24. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$2.98 for next year compared to US$3.07 last year.
お知らせ • Dec 10Jefferies Financial Group Inc. (NYSE:JEF) entered into an agreement to acquire 50% stake in Hildene Holding Company, LLC for $340 million.Jefferies Financial Group Inc. (NYSE:JEF) entered into an agreement to acquire 50% stake in Hildene Holding Company, LLC for $340 million on December 8, 2025. Transaction is subject to customary closing conditions, including receipt of required regulatory and client approvals, and is expected to close in the third quarter of 2026. Jefferies LLC served as exclusive financial advisor to Jefferies. Sidley Austin served as legal advisor to Jefferies. Kirkland & Ellis served as legal advisor to Hildene.
Upcoming Dividend • Nov 10Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 17 November 2025. Payment date: 26 November 2025. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (2.0%).
分析記事 • Oct 17Take Care Before Jumping Onto Jefferies Financial Group Inc. (NYSE:JEF) Even Though It's 27% CheaperJefferies Financial Group Inc. ( NYSE:JEF ) shares have had a horrible month, losing 27% after a relatively good period...
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$53.01, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Capital Markets industry in the US. Total returns to shareholders of 92% over the past three years.
Major Estimate Revision • Oct 06Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$6.95b to US$7.32b. EPS estimate increased from US$2.49 to US$2.89 per share. Net income forecast to grow 32% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target up from US$65.33 to US$69.00. Share price fell 6.3% to US$62.43 over the past week.
Declared Dividend • Oct 02Third quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 17th November 2025 Payment date: 26th November 2025 Dividend yield will be 2.5%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Sep 30Price target increased by 8.4% to US$69.00Up from US$63.67, the current price target is an average from 3 analysts. New target price is 5.5% above last closing price of US$65.42. Stock is up 5.8% over the past year. The company is forecast to post earnings per share of US$2.84 for next year compared to US$3.07 last year.
お知らせ • Sep 30Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on November 26, 2025The Board of Directors of Jefferies Financial Group Inc. declared a quarterly cash dividend equal to $0.40 per Jefferies common share, payable on November 26, 2025 to record holders of Jefferies common shares on November 17, 2025.
お知らせ • Sep 18Sumitomo Mitsui Reportedly in Talks to Increase Its Stake in Jefferies Financial GroupSumitomo Mitsui Financial Group, Inc. (TSE:8316) (SMFG) is in talks to increase its stake in Jefferies Financial Group Inc. (NYSE:JEF)(JEF) from the current 15% to about 20% as part of deepening ties between the companies, Bloomberg's Cathy Chan, Katherine Doherty, Manuel Baigorri and Hideki Suzuki report, citing people familiar with the matter. The report notes that Sumitomo Mitsui could proceed by potentially acquiring Jefferies' preferred stock, also indicating that the two financial companies are in discussions to merge parts of their equities businesses in Japan.
お知らせ • Sep 16Jefferies Financial Group Inc. to Report Q3, 2025 Results on Sep 29, 2025Jefferies Financial Group Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Sep 29, 2025
Price Target Changed • Sep 08Price target increased by 14% to US$63.67Up from US$56.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$64.22. Stock is up 13% over the past year. The company is forecast to post earnings per share of US$2.35 for next year compared to US$3.07 last year.
Upcoming Dividend • Aug 11Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 18 August 2025. Payment date: 29 August 2025. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.9%).
Major Estimate Revision • Jul 07Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$2.62 to US$2.25 per share. Revenue forecast steady at US$6.79b. Net income forecast to grow 17% next year vs 15% growth forecast for Capital Markets industry in the US. Consensus price target of US$55.33 unchanged from last update. Share price was steady at US$55.61 over the past week.
Declared Dividend • Jun 29Second quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 18th August 2025 Payment date: 29th August 2025 Dividend yield will be 2.8%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 26Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$0.43 (down from US$0.66 in 2Q 2024). Revenue: US$1.63b (flat on 2Q 2024). Net income: US$88.0m (down 40% from 2Q 2024). Profit margin: 5.4% (down from 8.9% in 2Q 2024). Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) missed analyst estimates by 9.1%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • Jun 26Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on August 29, 2025The Board of Directors of Jefferies Financial Group Inc. declared a quarterly cash dividend equal to $0.40 per Jefferies common share, payable on August 29, 2025 to record holders of Jefferies common shares on August 18, 2025.
お知らせ • Jun 12Jefferies Financial Group Inc. to Report Q2, 2025 Results on Jun 25, 2025Jefferies Financial Group Inc. announced that they will report Q2, 2025 results After-Market on Jun 25, 2025
Major Estimate Revision • May 16Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$6.93b to US$6.77b. EPS estimate also fell from US$2.71 per share to US$2.43 per share. Net income forecast to grow 14% next year vs 14% growth forecast for Capital Markets industry in the US. Consensus price target down from US$57.00 to US$51.50. Share price rose 4.7% to US$52.70 over the past week.
Upcoming Dividend • May 12Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 29 May 2025. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.1%).
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$43.14, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Capital Markets industry in the US. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$27.68 per share.
Major Estimate Revision • Apr 02Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$7.81b to US$7.24b. EPS estimate also fell from US$3.98 per share to US$3.13 per share. Net income forecast to grow 27% next year vs 22% growth forecast for Capital Markets industry in the US. Consensus price target down from US$81.00 to US$71.33. Share price fell 8.5% to US$55.14 over the past week.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Director Toru Nakashima was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Mar 30First quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 19th May 2025 Payment date: 29th May 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 27First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.60 (down from US$0.72 in 1Q 2024). Revenue: US$1.59b (down 8.4% from 1Q 2024). Net income: US$127.8m (down 19% from 1Q 2024). Profit margin: 8.0% (down from 9.1% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 39%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Mar 27Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on May 29, 2025Jefferies Financial Group Inc. Board of Directors declared a quarterly cash dividend equal to $0.40 per Jefferies common share, payable on May 29, 2025 to record holders of Jefferies common shares on May 19, 2025.
お知らせ • Mar 13Jefferies Financial Group Inc. to Report Q1, 2025 Results on Mar 26, 2025Jefferies Financial Group Inc. announced that they will report Q1, 2025 results After-Market on Mar 26, 2025
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$56.25, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Capital Markets industry in the US. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$28.44 per share.
お知らせ • Feb 17Jefferies Financial Group Inc., Annual General Meeting, Mar 27, 2025Jefferies Financial Group Inc., Annual General Meeting, Mar 27, 2025.
Upcoming Dividend • Feb 07Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 14 February 2025. Payment date: 27 February 2025. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.9%).
Reported Earnings • Jan 10Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: US$3.07 (up from US$1.12 in FY 2023). Revenue: US$7.03b (up 50% from FY 2023). Net income: US$665.6m (up 155% from FY 2023). Profit margin: 9.5% (up from 5.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
お知らせ • Jan 09Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2025The Board of Directors of Jefferies Financial Group Inc. declared a quarterly cash dividend equal to $0.40 per Jefferies common share, a 14.3% increase from the prior dividend rate, payable on February 27, 2025 to record holders of Jefferies common shares on February 14, 2025.
Seeking Alpha • Dec 29Jefferies Financial Group: I Keep Buying This Expensive StockSummary Jefferies Financial’s stock is experiencing a strong medium-term upward trend. It is outperforming among its peers and also the SP400 to which it belongs. The stock closes the year near its all-time highs, indicating strong buying interest. The stock’s rise is accompanied by strong financial performance and positive expectations for the upcoming period. The Q4 2024 financial results will be announced in a few days and are expected to be impressive, contributing to the continuation of the stock’s upward momentum. Read the full article on Seeking Alpha
お知らせ • Dec 19Jefferies Financial Group Inc. to Report Q4, 2024 Results on Jan 08, 2025Jefferies Financial Group Inc. announced that they will report Q4, 2024 results After-Market on Jan 08, 2025
Price Target Changed • Dec 06Price target increased by 9.4% to US$81.25Up from US$74.25, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$78.12. Stock is up 112% over the past year. The company is forecast to post earnings per share of US$3.01 for next year compared to US$1.12 last year.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$74.04, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Capital Markets industry in the US. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$30.24 per share.
Recent Insider Transactions • Nov 01President & Director recently sold US$16m worth of stockOn the 30th of October, Brian Friedman sold around 247k shares on-market at roughly US$65.20 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$42m.
Recent Insider Transactions • Oct 15President & Director recently sold US$13m worth of stockOn the 10th of October, Brian Friedman sold around 200k shares on-market at roughly US$63.09 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by US$26m.
Seeking Alpha • Oct 14Jefferies: A Warren Buffett Stock With RunwaySummary Jefferies has been on a tear since Berkshire bought in. A closer look reveals there are still legs to the rally. This month’s investor meeting is a potential upside catalyst. Read the full article on Seeking Alpha
Declared Dividend • Sep 29Third quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 18th November 2024 Payment date: 27th November 2024 Dividend yield will be 2.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 88% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 26Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$0.85 (up from US$0.20 in 3Q 2023). Revenue: US$1.68b (up 43% from 3Q 2023). Net income: US$181.6m (up 303% from 3Q 2023). Profit margin: 11% (up from 3.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 3.2%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Price Target Changed • Sep 23Price target increased by 8.0% to US$66.25Up from US$61.33, the current price target is an average from 4 analysts. New target price is 6.8% above last closing price of US$62.06. Stock is up 67% over the past year. The company is forecast to post earnings per share of US$2.96 for next year compared to US$1.12 last year.
Buy Or Sell Opportunity • Sep 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to US$57.56. The fair value is estimated to be US$47.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 141% in the next 2 years.
Recent Insider Transactions Derivative • Aug 18Co-Founder & Chairman notifies of intention to sell stockJoseph Steinberg intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of August. If the sale is conducted around the recent share price of US$54.13, it would amount to US$5.4m. Since March 2024, Joseph's direct individual holding has decreased from 20.88m shares to 20.78m. Company insiders have collectively sold US$78m more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • Aug 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to US$57.01. The fair value is estimated to be US$47.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 138% in the next 2 years.
お知らせ • Aug 13Jefferies Financial Group Inc. Appoints Toru Nakashima to Board of DirectorsJefferies Financial Group Inc. announced the appointment of the Sumitomo Mitsui Financial Group Inc. (“SMFG”) President and Group Chief Executive Officer, Toru Nakashima, to Jefferies’ Board of Directors effective August 12, 2024. The appointment of Mr. Nakashima further strengthens the strategic alliance between Jefferies and the SMBC Group first announced in 2021 and then further expanded in 2023 and 2024. Mr. Nakashima began his career in 1986 at The Sumitomo Bank, Limited. He assumed the position of General Manager of the Securities Business Planning Department in 2012 and the position of Managing Executive Officer and General Manager of the Corporate Planning Department in 2016. In 2019, Mr. Nakashima was appointed Group CFO and Group CSO of SMFG. In 2023, he was elected as a member of the Board of Directors and Deputy President of SMBC, heading Global Corporate Banking Division; he also served as Deputy President and Executive Officer of SMFG, co-heading Wholesale Business Unit. In November 2023, he was appointed President and Group Chief Executive Officer of SMFG.
Upcoming Dividend • Aug 12Upcoming dividend of US$0.35 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 64% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (2.3%).
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Thomas Jones was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Jul 23Price target increased by 13% to US$59.00Up from US$52.00, the current price target is an average from 3 analysts. New target price is 5.7% above last closing price of US$55.80. Stock is up 51% over the past year. The company is forecast to post earnings per share of US$2.93 for next year compared to US$1.12 last year.
Buy Or Sell Opportunity • Jul 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to US$52.56. The fair value is estimated to be US$43.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has declined by 55%. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 132% in the next 2 years.
Declared Dividend • Jun 30Second quarter dividend of US$0.35 announcedShareholders will receive a dividend of US$0.35. Ex-date: 19th August 2024 Payment date: 30th August 2024 Dividend yield will be 2.5%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (64% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 156% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$0.66 (up from US$0.049 in 2Q 2023). Revenue: US$1.66b (up 60% from 2Q 2023). Net income: US$145.7m (up US$133.7m from 2Q 2023). Profit margin: 8.8% (up from 1.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.1%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Jun 18Jefferies Financial Group Inc. to Report Q2, 2024 Results on Jun 26, 2024Jefferies Financial Group Inc. announced that they will report Q2, 2024 results After-Market on Jun 26, 2024
Recent Insider Transactions • May 16President & Director recently sold US$13m worth of stockOn the 14th of May, Brian Friedman sold around 280k shares on-market at roughly US$46.27 per share. This transaction amounted to 4.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$65m. This was Brian's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • May 15President & Director notifies of intention to sell stockBrian Friedman intends to sell 115k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of May. If the sale is conducted around the recent share price of US$45.93, it would amount to US$5.3m. Since June 2023, Brian's direct individual holding has decreased from 6.85m shares to 5.93m. Company insiders have collectively sold US$107m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • May 10Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 30 May 2024. Payout ratio is on the higher end at 96% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (2.3%).
Seeking Alpha • May 08Jefferies: Attractive Global Expansion At A Fair PriceSummary Jefferies has seen strong performance, with shares reaching a new high of $45. The company is expanding globally through hiring managing directors and partnerships with financial institutions like Sumitomo. Jefferies is a consistent earner with solid dividends and earnings, poised for steady business growth. Shares are a hold with price target of $50. Read the full article on Seeking Alpha
Recent Insider Transactions • Apr 27CEO & Director recently sold US$65m worth of stockOn the 24th of April, Richard Handler sold around 2m shares on-market at roughly US$43.50 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.
Major Estimate Revision • Apr 03Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$6.35b to US$6.72b. EPS estimate fell from US$3.35 to US$2.90 per share. Net income forecast to grow 156% next year vs 19% growth forecast for Capital Markets industry in the US. Consensus price target broadly unchanged at US$49.67. Share price fell 4.3% to US$44.16 over the past week.
お知らせ • Apr 02OneMain Holdings, Inc. (NYSE:OMF) completed the acquisition of Foursight Capital LLC from Jefferies Financial Group Inc. (NYSE:JEF).OneMain Holdings, Inc. (NYSE:OMF) reached a definitive agreement to acquire Foursight Capital LLC from Jefferies Financial Group Inc. (NYSE:JEF) for $115 million on November 20, 2023. As part of the transaction, OneMain will acquire Foursight's approximately $900 million loan portfolio. Foursight's approximately 200 employees are expected to join OneMain. The transaction is expected to close in the first quarter of 2024, subject to customary closing conditions and applicable regulatory approvals. Jefferies LLC is serving as exclusive financial advisor and Morgan Lewis & Bockius LLP is serving as legal counsel to Jefferies. Barclays Capital, Inc. is serving as exclusive financial advisor and Covington & Burling LLP is serving as legal counsel to OneMain. OneMain Holdings, Inc. (NYSE:OMF) completed the acquisition of Foursight Capital LLC from Jefferies Financial Group Inc. (NYSE:JEF) on April 1, 2024.
Declared Dividend • Mar 31First quarter dividend of US$0.30 announcedDividend of US$0.30 is the same as last year. Ex-date: 17th May 2024 Payment date: 30th May 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 6.6% to bring the payout ratio under control. EPS is expected to grow by 196% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Mar 28First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: EPS: US$0.72 (up from US$0.56 in 1Q 2023). Revenue: US$1.74b (up 35% from 1Q 2023). Net income: US$157.5m (up 18% from 1Q 2023). Profit margin: 9.1% (down from 10% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Capital Markets industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Mar 28Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on May 30, 2024Jefferies Financial Group Inc. declared a quarterly cash dividend equal to $0.30 per Jefferies common share, payable on May 30, 2024 to record holders of Jefferies common shares on May 20, 2024.
お知らせ • Mar 15Jefferies Financial Group Inc. to Report Q1, 2024 Results on Mar 27, 2024Jefferies Financial Group Inc. announced that they will report Q1, 2024 results After-Market on Mar 27, 2024