Jefferies Financial Group Inc. · Financials · Capital Markets
Scores & Status Key
AI Summary Scores: Intraday / Swing / Long scores are synthesized from multi-factor analysis for each timeframe. They summarize current conditions discussed in the report and do not constitute trading recommendations.
Intraday Trend Score: A 0–100 composite from the Trend Explorer™ analytics engine used for ranking and comparison. It describes current conditions and is not a forecast.
Trend Status: A rules-based label (Bullish / Mixed / Bearish) derived from signal confluence (trend structure, momentum, and positioning). It indicates alignment, not expected return.
At close
$43.77
−$0.14 (−0.33%) Close
Pre-market$44.00
+$0.23 (+0.54%) 10:21 PM ET
Prev closePrevC$43.91
OpenOpen$43.52
Day highHigh$43.77
Day lowLow$43.52
VolumeVol7
Avg volAvgVol2,481,068
On chart
Interval
Intervals apply to 1D & 5D.
Intervals apply to 1D & 5D.
Scale: Linear
Overlays
Panels
Style
Scale: Linear
Presets
Tools
Tickers only (no ^ indexes). Add up to 5.
Mkt cap
$10.08B
EV/Sales
1.41
P/E ratio
12.46
FY Revenue
$12.17B
EPS
3.53
Gross Margin
69.97%
Div yield
3.67%
Sector
Financials
AI report sections
MIXED
JEF
Jefferies Financial Group Inc.
Jefferies Financial Group shows solid recent price momentum with the stock trading well above key moving averages, but overbought technical readings and proximity to the upper end of its 52-week range point to elevated short-term risk. Fundamentally, the firm delivers positive revenue and earnings growth with high gross margins, offset by weak free cash flow, modest profitability ratios, and a relatively high debt-to-equity profile. Valuation appears moderate on earnings and book value metrics while EV/EBITDA and negative free cash flow yield suggest a richer stance when cash generation is considered.
AI summarized at 2:10 AM ET, 2026-06-09
AI summary scores
INTRADAY:68SWING:72LONG:54
Volume vs average
Intraday (cumulative)
+34% (Above avg)
Vol/Avg: 1.34×
RSI
33.23(Weak)
Weak (30–40)
0255075100
MACD momentum
Intraday
+0.00 (Strong)
MACD: 0.03 Signal: 0.03
Short-Term
+0.09 (Strong)
MACD: -1.83 Signal: -1.92
Long-Term
-0.10 (Weak)
MACD: -3.11 Signal: -3.01
Intraday trend score
44.53
LOW38.28HIGH57.14
Latest news
JEF•12 articles•Positive: 2Neutral: 9Negative: 1
NeutralGlobeNewswire Inc.• Not Specified
Optimum Strategic Communications and Catalyst Advisors launch the official Networking Event Guide around the Jefferies Global Healthcare Conference
Optimum Strategic Communications and Catalyst Advisors have launched an official Networking Event Guide to help attendees navigate events around the Jefferies Global Healthcare Conference and London Life Sciences Week (15-20 November 2026). The guide consolidates receptions, investor gatherings, and networking opportunities across London. The two firms will also host a London Landmarks 5K Run on 17 November to facilitate networking among life sciences leaders, investors, and founders.
JEFnetworking event guideJefferies Global Healthcare ConferenceLondon Life Sciences Weeklife sciencesinvestor relationsexecutive recruitmenthealthcare conference
Sentiment note
Jefferies is mentioned as the anchor conference organizer but is not the subject of the announcement. The partnership with Optimum and Catalyst is neutral in terms of direct impact on Jefferies' operations.
NeutralGlobeNewswire Inc.• Star Bulk Carriers Corp.
Star Bulk Carriers Corp. Announces Renewal of Existing ATM Equity Offering Programs
Star Bulk Carriers Corp. announced the renewal of its existing At-The-Market (ATM) equity offering programs with Deutsche Bank Securities Inc. and Jefferies LLC. The renewal follows the expiration of the previous shelf registration statement and does not expand the existing programs, with available capacity of $41.4 million and $75 million respectively. The company maintains a fleet of 138 vessels with 13.8 million deadweight tonnage capacity.
Jefferies is mentioned as a service provider renewing an existing ATM sales agreement with a larger capacity ($75 million). This represents continued business relationship but no material change or expansion, indicating stable but routine engagement.
PositiveZacks Investment Research• Na
Can Jefferies' Expanded SMBC Partnership Bolster Its Growth in Japan?
Jefferies Financial Group is launching a Japan-based joint venture with Sumitomo Mitsui Banking Corporation (SMBC) expected to begin operations in January 2027. SMBC has increased its equity stake in Jefferies to nearly 20%, becoming the largest shareholder. The JV will combine SMBC's domestic Japanese client relationships and equities capabilities with Jefferies' global investment banking network, targeting institutional equities and ECM opportunities. Early results show M&A and ECM market share for jointly covered sponsor clients increased more than fourfold since 2024.
JEFCCPNCPRjoint ventureJapan expansioninvestment bankingequity capital markets
Sentiment note
Jefferies gains a stronger local platform in Japan through the JV, access to SMBC's domestic client base, and demonstrated early commercial traction with fourfold M&A/ECM market share growth among jointly covered clients. SMBC becoming the largest shareholder signals deep strategic commitment.
Jefferies Financial Group reported mixed Q3 fiscal 2026 results with record Investment Banking (up 17%) and Equities (up 29%) revenues reaching $1.33B and $626.2M respectively, offsetting significant weakness in Asset Management (down 52%) and Fixed Income (down 26%). Net revenues rose 9% YoY to $2.22B with net earnings increasing to $260.6M. The company's earnings growth sustainability depends on continued strength in deal-making and equities activity alongside improvement in weaker business segments.
JEFAMJBJPMJPMPCInvestment BankingEquities tradingAsset ManagementFixed Income
Sentiment note
Mixed results with record highs in IB and Equities offsetting significant declines in Asset Management (-52%) and Fixed Income (-26%). While transaction-driven businesses show strength, overall earnings sustainability remains uncertain. Stock down 24.9% YoY and rated Zacks Rank #3 (Hold).
PositiveZacks Investment Research• Na
What Does Jefferies' Q3 Result Say About Wall Street's IB Recovery?
Jefferies Financial Group reported record third-quarter investment banking revenues of $1.33B, up 17% year-over-year, with advisory revenues climbing 25% and equity underwriting surging 69%. The strong results suggest a healthy M&A backdrop and deal pipeline, though upcoming earnings from major banks are expected to show varied performance depending on their exposure to different banking segments.
Record Q3 IB revenues of $1.33B (+17% YoY), record advisory revenues (+25%), and significant equity underwriting growth (+69%) demonstrate strong deal activity and healthy backlogs supporting continued momentum.
NeutralZacks Investment Research• Zacks.Com
Gear Up for Jefferies (JEF) Q3 Earnings: Wall Street Estimates for Key Metrics
Jefferies is expected to report Q3 earnings of $1.04 per share, down 1% year-over-year, with revenues forecast at $2.21 billion, up 8.1%. EPS estimates have been revised 8.1% higher over the last 30 days. Key metrics show mixed performance: Asset Management revenues declining 35.6%, while Investment Banking and Capital Markets revenues growing 12.7%. Equity underwriting is projected to surge 74%, though debt underwriting is expected to fall 29.9%. The stock has declined 9.7% in the past month and carries a Zacks Rank #3 (Hold) rating.
JEFQ3 earningsJefferiesearnings per sharerevenue forecastinvestment bankingcapital marketsequity underwriting
Sentiment note
Mixed signals with modest EPS decline (-1% YoY) offset by revenue growth (+8.1% YoY) and positive EPS estimate revisions (+8.1% over 30 days). However, significant weakness in Asset Management (-35.6%) and debt underwriting (-29.9%) tempers optimism. Stock underperformance (-9.7% in past month) and Hold rating suggest market expects neutral near-term performance.
NeutralGlobeNewswire Inc.• Unknown
Kinzey Capital Management: Electra Sets Nasdaq IPO Terms
Electra Therapeutics is pricing 21.7 million shares at $14-$16 each on Nasdaq under ticker ETRA, targeting up to $347 million to advance ipsoprubart through its SURPASS registration trial for secondary haemophagocytic lymphohistiocytosis. The offering values the clinical-stage antibody developer near $1 billion, with frontline data showing 100% overall survival at eight weeks versus historical 20-30% mortality rates.
Acting as lead underwriter for the offering; neutral sentiment as this represents standard investment banking activity without indication of their own conviction or risk exposure.
NeutralThe Motley Fool• Chris Neiger
Anthropic IPO: 1 Key Lesson Investors Can Learn From SpaceX
SpaceX's IPO experienced significant volatility after investors grew concerned about the company's massive AI spending ($28.5B capex with 86% going to AI infrastructure) despite modest revenue ($12.5B). Historical data shows large IPOs average only 3.5% returns over 12 months despite strong first-week gains. The article warns that Anthropic's upcoming IPO could face similar investor skepticism regarding heavy AI infrastructure spending, suggesting investors should wait rather than buy at IPO launch.
Mentioned only as a source of historical IPO research data spanning two decades; no direct investment thesis or company performance commentary provided.
NeutralThe Motley Fool• Eric Volkman
Why TJX Companies Stock Got Thrashed in August
TJX Companies' stock dropped nearly 15% in August despite solid Q2 2027 earnings with 5% revenue growth and 22% net income increase. The decline was driven by the company's full-year adjusted earnings guidance of $5.15-$5.20 per share falling short of analyst expectations of $5.22, combined with downgrades from Jefferies and Gordon Haskett analysts. The stock's prior strong performance had inflated valuations, making investors unforgiving of even modest misses on forward guidance.
Mentioned as the firm whose analyst downgraded TJX; this is a factual reference to analyst action rather than commentary on Jefferies itself as an investment.
NeutralThe Motley Fool• Scott Levine
Why Salesforce Stock Is Soaring This Week
Salesforce stock surged 22% this week after beating Q2 2027 earnings expectations with $11.35B in revenue versus $11.32B expected, and posting $4.29 diluted EPS versus $3.27 anticipated. The company raised its fiscal 2027 revenue guidance to $46.1-$46.4B and EPS guidance to $10.21-$10.25, prompting analysts to raise price targets. At 12.1x operating cash flow versus its five-year average of 18.3x, the stock is considered undervalued.
Mentioned only as an analyst firm that raised its price target on Salesforce; no direct impact on Jefferies' own business or performance.
NegativeGlobeNewswire Inc.• Kirby Mcinerney Llp
JEF SHAREHOLDER ALERT: Jefferies Financial Group, Inc. Investors Encouraged to Contact Kirby McInerney LLP About Potential Securities Laws Violations
Kirby McInerney LLP is investigating Jefferies Financial Group for potential securities law violations related to alleged misleading disclosures about the company's exposure to First Brands Group, a bankrupt auto-parts supplier, through its asset-management unit Point Bonita Capital. The SEC is reportedly investigating claims that Jefferies misled investors, with Point Bonita funds owed approximately $715 million from companies that purchased First Brands' parts. Jefferies disclosed a $30 million loss tied to First Brands' collapse, and the stock declined 9% on the news.
The company is under SEC investigation for allegedly misleading investors about exposure to a bankrupt auto-parts supplier. The investigation concerns potential federal securities law violations, resulting in a 9% stock price decline and potential shareholder litigation.
NeutralThe Motley Fool• Chris Neiger
Forget SpaceX's Upcoming Q2 Results. History Says You Should Wait at Least This Long Before Buying SpaceX Stock.
Historical data suggests investors should wait until mid-2027 or later before buying SpaceX stock, despite the company's recent IPO and operational achievements. Large IPOs typically underperform their market index by 4% over three years, and SpaceX's high P/S ratio of 76 (versus tech sector average of 9) indicates overvaluation. Additionally, accelerating capital expenditures in AI investments raise concerns about future returns.
SPCXJEFIPO underperformanceSpaceX stock valuationhistorical IPO datacapital expendituresAI investmentsprice-to-sales ratio
Sentiment note
Mentioned as source of historical IPO data showing companies with $10B+ market caps gain only 3.5% in first year. Neutral as it is cited for factual analysis rather than investment recommendation.
News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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