Jefferies Financial Group Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Jefferies Financial Group kazanç ve gelirin sırasıyla yıllık 8.8% ve 2.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 7.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 8.2% olacağı tahmin edilmektedir.

Anahtar bilgiler

8.8%

Kazanç büyüme oranı

7.66%

EPS büyüme oranı

Capital Markets kazanç büyümesi	12.1%
Gelir büyüme oranı	2.4%
Gelecekteki özkaynak getirisi	8.19%
Analist kapsamı	Good
Son güncelleme	15 Sep 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Sep 08

Jefferies: The $500 Million Radiant Exposure Looks Worse Than The Math

Summary Jefferies Financial Group faces a $500M Point Bonita fund exposure, but its direct risk is only about $29.5M due to a 5.9% equity stake. JEF's strong Q2 results—$1.21B investment banking revenue and 12.8% adjusted tangible ROE—underscore robust core business performance. At 1.06x book value ($55.23/share), JEF is fairly valued; the manageable Radiant exposure doesn't justify a Buy at current levels. I rate JEF a Hold, preferring a discount to book value before considering a more aggressive position. Read the full article on Seeking Alpha

Analiz Makalesi • Jan 11

Jefferies Financial Group (NYSE:JEF) Has Announced A Dividend Of $0.40

The board of Jefferies Financial Group Inc. ( NYSE:JEF ) has announced that it will pay a dividend on the 27th of...

Analiz Makalesi • Oct 17

Take Care Before Jumping Onto Jefferies Financial Group Inc. (NYSE:JEF) Even Though It's 27% Cheaper

Jefferies Financial Group Inc. ( NYSE:JEF ) shares have had a horrible month, losing 27% after a relatively good period...

Seeking Alpha • Dec 29

Jefferies Financial Group: I Keep Buying This Expensive Stock

Summary 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

Seeking Alpha • Oct 14

Jefferies: A Warren Buffett Stock With Runway

Summary 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:JEF - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
Tarih	Gelir	Kazançlar	Serbest Nakit Akışı	Faaliyetlerden Nakit	Avg. Analist Sayısı
11/30/2028	9,578	1,091	N/A	N/A	4
11/30/2027	9,216	1,056	N/A	N/A	6
11/30/2026	8,550	789	N/A	N/A	6
5/31/2026	8,340	801	1,779	2,006	N/A
2/28/2026	7,768	663	-794	-572	N/A
11/30/2025	7,344	635	-1,707	-1,500	N/A
8/31/2025	7,232	641	-1,971	-1,750	N/A
5/31/2025	6,868	578	-2,782	-2,583	N/A
2/28/2025	6,865	636	-1,775	-1,572	N/A
11/30/2024	7,011	666	-460	-209	N/A
8/31/2024	6,251	529	-2,064	-1,963	N/A
5/31/2024	5,750	419	-1,898	-1,802	N/A
2/29/2024	5,155	285	-1,490	-1,418	N/A
11/30/2023	4,700	261	-1,935	-1,934	N/A
8/31/2023	4,941	330	-1,667	-1,494	N/A
5/31/2023	5,269	476	205	394	N/A
2/28/2023	5,569	582	979	1,201	N/A
11/30/2022	5,979	774	1,581	1,805	N/A
8/31/2022	6,243	963	2,723	2,905	N/A
5/31/2022	6,651	1,171	2,379	2,573	N/A
2/28/2022	7,240	1,404	1,695	1,864	N/A
11/30/2021	8,014	1,657	1,417	1,582	N/A
8/31/2021	8,156	1,640	708	855	N/A
5/31/2021	7,832	1,537	820	933	N/A
2/28/2021	7,028	1,232	1,358	1,498	N/A
11/30/2020	5,851	765	1,878	2,055	N/A
8/31/2020	5,170	654	1,517	1,731	N/A
5/31/2020	4,410	400	523	773	N/A
2/29/2020	4,365	1,020	N/A	-962	N/A
11/30/2019	3,806	954	N/A	-828	N/A
11/30/2018	4,009	265	N/A	754	N/A
9/30/2018	3,915	-76	N/A	-73	N/A
6/30/2018	3,625	-290	N/A	-209	N/A
3/31/2018	3,569	-285	N/A	725	N/A
12/31/2017	3,798	-122	N/A	788	N/A
9/30/2017	5,471	355	N/A	1,339	N/A
6/30/2017	7,292	529	N/A	1,108	N/A
3/31/2017	9,063	583	N/A	1,189	N/A
12/31/2016	2,940	-107	N/A	572	N/A
9/30/2016	9,723	44	N/A	749	N/A
6/30/2016	9,405	-283	N/A	906	N/A
3/31/2016	9,610	-324	N/A	43	N/A
12/31/2015	10,771	269	N/A	-762	N/A
9/30/2015	10,955	215	N/A	-903	N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: JEF 'nin tahmini kazanç büyümesi (yıllık 8.8% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: JEF şirketinin kazançlarının (yıllık 8.8% ) US pazarından (yıllık 17.1% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: JEF şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: JEF şirketinin gelirinin (yıllık 2.4% ) US pazarından (yıllık 13.3% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: JEF şirketinin gelirinin (yıllık 2.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: JEF 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 8.2 %).

Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

Veri	Son Güncelleme (UTC saati)
Şirket Analizi	2026/09/16 00:49
Gün Sonu Hisse Fiyatı	2026/09/16 00:00
Kazançlar	2026/05/31
Yıllık Kazançlar	2025/11/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

Paket	Veri	Zaman Çerçevesi	Örnek ABD Kaynağı ^*
Şirket Finansalları	10 yıl	Gelir tablosu Nakit akış tablosu Bilanço	SEC Form 10-K SEC Form 10-Q
Analist Konsensüs Tahminleri	+3 yıl	Finansal tahminler Analist fiyat hedefleri	Analist Araştırma Raporları Blue Matrix
Piyasa Fiyatları	30 yıl	Hisse senedi fiyatları Temettüler, Bölünmeler ve Eylemler	ICE Piyasa Verileri SEC Form S-1
Sahiplik	10 yıl	En büyük hissedarlar İçeriden öğrenenlerin ticareti	SEC Form 4 SEC Form 13D
Yönetim	10 yıl	Liderlik ekibi Yönetim Kurulu	SEC Form 10-K SEC Form DEF 14A
Önemli Gelişmeler	10 yıl	Şirket duyuruları	SEC Form 8-K

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Jefferies Financial Group Inc. 7 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

Analist	Kurum
Brennan Hawken	BMO Capital Markets Equity Research
James Yaro	Goldman Sachs
Manan Gosalia	Morgan Stanley

Jefferies Financial Group Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Anahtar bilgiler

Gelecekteki son büyüme güncellemeleri

Price target increased by 7.6% to US$58.67

Consensus EPS estimates fall by 13%

Consensus EPS estimates fall by 13%

Price target decreased by 7.8% to US$68.83

Price target increased by 8.4% to US$70.00

Consensus EPS estimates increase by 16%

Recent updates

Jefferies Financial Group Inc. to Report Q3, 2026 Results on Sep 28, 2026

Jefferies Credit Partners Sets $4 Billion European Direct Lending Fund Backed by Allianz

Jefferies: The $500 Million Radiant Exposure Looks Worse Than The Math

Upcoming dividend of US$0.40 per share

Jefferies Faces DOJ and SEC Probes Over First Brands Bankruptcy and Business Conduct

Federal Probes and Legal Claims Raise Questions for Jefferies Financial Group

Jefferies Financial Group Inc.(NYSE:JEF) dropped from Russell Midcap Growth Benchmark

Second quarter dividend of US$0.40 announced

Jefferies Delivers Record Q2 Investment Banking Revenue With 35% Growth

Second quarter 2026 earnings released: EPS: US$1.11 (vs US$0.41 in 2Q 2025)

Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on August 28, 2026

Jefferies Financial Group Inc. to Report Q2, 2026 Results on Jun 24, 2026

Jefferies Faces Securities Probe Over First Brands as Q2 Results Anticipated

Price target increased by 7.6% to US$58.67

Jefferies Expands Data Access With New AI-Ready Tools for Institutional Investors

Now 21% overvalued after recent price rise

Upcoming dividend of US$0.40 per share

Consensus EPS estimates fall by 13%

Consensus EPS estimates fall by 13%

First quarter dividend of US$0.40 announced

First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on May 29, 2026

Sumitomo Mitsui Financial Group Reportedly Explores a Takeover of Jefferies Financial Group

Jefferies Financial Group Inc. to Report Q1, 2026 Results on Mar 25, 2026

Price target decreased by 7.8% to US$68.83

Now 25% undervalued after recent price drop

Western Alliance Bank and its Collateral Agent File Complaint in New York Supreme Court Against Jefferies Financial Group, Leucadia Asset Management LLC and Affiliates

Investor sentiment deteriorates as stock falls 17%

Jefferies Financial Group Inc., Annual General Meeting, Mar 26, 2026

Upcoming dividend of US$0.40 per share

Jefferies Financial Group (NYSE:JEF) Has Announced A Dividend Of $0.40

Fourth quarter dividend of US$0.40 announced

Now 20% overvalued after recent price rise

Full year 2025 earnings: Revenues in line with analyst expectations

Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2026

Jefferies Financial Group Inc. to Report Q4, 2025 Results on Jan 07, 2026

Price target increased by 8.4% to US$70.00

Jefferies Financial Group Inc. (NYSE:JEF) entered into an agreement to acquire 50% stake in Hildene Holding Company, LLC for $340 million.

Upcoming dividend of US$0.40 per share

Take Care Before Jumping Onto Jefferies Financial Group Inc. (NYSE:JEF) Even Though It's 27% Cheaper

Investor sentiment deteriorates as stock falls 16%

Consensus EPS estimates increase by 16%

Third quarter dividend of US$0.40 announced

Price target increased by 8.4% to US$69.00

Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on November 26, 2025

Sumitomo Mitsui Reportedly in Talks to Increase Its Stake in Jefferies Financial Group

Jefferies Financial Group Inc. to Report Q3, 2025 Results on Sep 29, 2025

Price target increased by 14% to US$63.67

Upcoming dividend of US$0.40 per share

Consensus EPS estimates fall by 14%

Second quarter dividend of US$0.40 announced

Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on August 29, 2025

Jefferies Financial Group Inc. to Report Q2, 2025 Results on Jun 25, 2025

Consensus EPS estimates fall by 10%

Upcoming dividend of US$0.40 per share

Investor sentiment deteriorates as stock falls 17%

Consensus EPS estimates fall by 21%

Insufficient new directors

First quarter dividend of US$0.40 announced

First quarter 2025 earnings: EPS and revenues miss analyst expectations

Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on May 29, 2025

Jefferies Financial Group Inc. to Report Q1, 2025 Results on Mar 26, 2025

Investor sentiment deteriorates as stock falls 15%

Jefferies Financial Group Inc., Annual General Meeting, Mar 27, 2025

Upcoming dividend of US$0.40 per share

Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

Jefferies Financial Group Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2025

Jefferies Financial Group: I Keep Buying This Expensive Stock