View ValuationJefferies Financial Group 향후 성장Future 기준 점검 1/6Jefferies Financial Group (는) 각각 연간 11% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.4% 로 예상됩니다.핵심 정보11.0%이익 성장률10.08%EPS 성장률Capital Markets 이익 성장11.1%매출 성장률3.4%향후 자기자본이익률8.36%애널리스트 커버리지Good마지막 업데이트19 May 2026최근 향후 성장 업데이트Major 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 • 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.모든 업데이트 보기Recent updates속보 • May 16Jefferies Named Joint Sponsor for US$500 Million Adtek Hong Kong IPO in AI SectorShenzhen Adtek Technology has filed for an IPO in Hong Kong, appointing Citic Securities and Jefferies Financial Group as joint sponsors. Adtek is considering raising about US$500 million or more, targeting a valuation in the range of US$3 billion to US$4 billion. The listing plan comes during a period of strong demand for Chinese AI-related data center and optical connectivity companies on the Hong Kong exchange. This mandate highlights Jefferies’ active role in capital markets activity tied to AI infrastructure and related technology supply chains. Investors may want to monitor how Jefferies’ pipeline of Asia-focused equity deals in areas such as AI hardware and connectivity evolves, as execution volumes and fee income can be sensitive to sentiment toward these themes.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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).분석 기사 • 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.공시 • 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.공시 • 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.공시 • 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%).분석 기사 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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 Alpha공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024Upcoming Dividend • Feb 08Upcoming dividend of US$0.30 per share at 3.0% yieldEligible shareholders must have bought the stock before 15 February 2024. Payment date: 27 February 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.4%).Seeking Alpha • Jan 26Jefferies Financial: Expecting M&A Tailwinds In 2024, A Proven Dividend GrowerSummary The hold rating on Jefferies Financial from last September has been reaffirmed, agreeing with the consensus today from Seeking Alpha analysts. Key benefits of this stock are expected M&A activity growth in 2024, a proven 5-year dividend growth, and justifiable forward valuations. Key risks include the net interest margin squeeze in the current rate environment expected to continue, as well as low forward revenue growth estimates compared to key peers. A portfolio strategy of holding this stock for long-term dividend income is the approach we would take. Read the full article on Seeking Alpha이익 및 매출 성장 예측NYSE:JEF - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수11/30/20289,4281,070N/AN/A411/30/20279,1041,140N/AN/A611/30/20268,265781N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: JEF 의 연간 예상 수익 증가율(11%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: JEF 의 연간 수익(11%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: JEF 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: JEF 의 수익(연간 3.4%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: JEF 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: JEF의 자본 수익률은 3년 후 8.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YDiversified-financials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 19:35종가2026/05/21 00:00수익2026/02/28연간 수익2025/11/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Jefferies Financial Group Inc.는 7명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Brennan HawkenBMO Capital Markets Equity ResearchJames YaroGoldman SachsManan GosaliaMorgan Stanley4명의 분석가 더 보기
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 • 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.
속보 • May 16Jefferies Named Joint Sponsor for US$500 Million Adtek Hong Kong IPO in AI SectorShenzhen Adtek Technology has filed for an IPO in Hong Kong, appointing Citic Securities and Jefferies Financial Group as joint sponsors. Adtek is considering raising about US$500 million or more, targeting a valuation in the range of US$3 billion to US$4 billion. The listing plan comes during a period of strong demand for Chinese AI-related data center and optical connectivity companies on the Hong Kong exchange. This mandate highlights Jefferies’ active role in capital markets activity tied to AI infrastructure and related technology supply chains. Investors may want to monitor how Jefferies’ pipeline of Asia-focused equity deals in areas such as AI hardware and connectivity evolves, as execution volumes and fee income can be sensitive to sentiment toward these themes.
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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
분석 기사 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
분석 기사 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
Upcoming Dividend • Feb 08Upcoming dividend of US$0.30 per share at 3.0% yieldEligible shareholders must have bought the stock before 15 February 2024. Payment date: 27 February 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.0%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.4%).
Seeking Alpha • Jan 26Jefferies Financial: Expecting M&A Tailwinds In 2024, A Proven Dividend GrowerSummary The hold rating on Jefferies Financial from last September has been reaffirmed, agreeing with the consensus today from Seeking Alpha analysts. Key benefits of this stock are expected M&A activity growth in 2024, a proven 5-year dividend growth, and justifiable forward valuations. Key risks include the net interest margin squeeze in the current rate environment expected to continue, as well as low forward revenue growth estimates compared to key peers. A portfolio strategy of holding this stock for long-term dividend income is the approach we would take. Read the full article on Seeking Alpha