Oppenheimer Cuts Jefferies Financial Group (NYSE:JEF) Price Target to $74.00

Jefferies Financial Group (NYSE:JEF) had its target price dropped by Oppenheimer from $97.00 to $74.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has an “outperform” rating on the financial services provider’s stock. Oppenheimer’s price objective would indicate a potential upside of 100.86% from the company’s previous close.

A number of other brokerages have also weighed in on JEF. Zacks Research lowered shares of Jefferies Financial Group from a “hold” rating to a “strong sell” rating in a report on Wednesday. Morgan Stanley lowered Jefferies Financial Group from an “overweight” rating to an “equal weight” rating and set a $49.00 target price on the stock. in a report on Monday. Weiss Ratings restated a “hold (c-)” rating on shares of Jefferies Financial Group in a research note on Monday, December 29th. The Goldman Sachs Group decreased their price target on Jefferies Financial Group from $61.00 to $54.00 and set a “buy” rating for the company in a report on Thursday. Finally, UBS Group lowered their price objective on Jefferies Financial Group from $76.00 to $59.00 and set a “buy” rating for the company in a research report on Thursday. Three investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Jefferies Financial Group currently has a consensus rating of “Hold” and an average target price of $60.00.

Jefferies Financial Group Stock Up 2.3%

Shares of JEF stock traded up $0.82 during trading hours on Friday, reaching $36.84. 864,484 shares of the stock were exchanged, compared to its average volume of 3,031,186. The business’s fifty day moving average is $55.51 and its two-hundred day moving average is $58.37. The firm has a market capitalization of $7.61 billion, a P/E ratio of 12.99 and a beta of 1.52. Jefferies Financial Group has a 12-month low of $35.53 and a 12-month high of $71.04. The company has a debt-to-equity ratio of 1.73, a current ratio of 0.99 and a quick ratio of 0.99.

Jefferies Financial Group (NYSE:JEF) last issued its quarterly earnings results on Wednesday, January 7th. The financial services provider reported $0.96 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.83 by $0.13. Jefferies Financial Group had a net margin of 6.56% and a return on equity of 7.27%. The company had revenue of $2.07 billion during the quarter, compared to the consensus estimate of $2.01 billion. During the same quarter in the previous year, the firm earned $0.91 earnings per share. The firm’s quarterly revenue was up 5.7% on a year-over-year basis. As a group, research analysts expect that Jefferies Financial Group will post 4.41 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in JEF. Dean Capital Management grew its position in shares of Jefferies Financial Group by 27.6% during the fourth quarter. Dean Capital Management now owns 29,603 shares of the financial services provider’s stock worth $1,834,000 after acquiring an additional 6,403 shares during the last quarter. Alberta Investment Management Corp purchased a new stake in Jefferies Financial Group in the 4th quarter valued at $1,574,000. Mercer Global Advisors Inc. ADV raised its position in Jefferies Financial Group by 593.9% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 185,791 shares of the financial services provider’s stock valued at $11,513,000 after purchasing an additional 159,016 shares during the last quarter. EP Wealth Advisors LLC acquired a new stake in Jefferies Financial Group during the 4th quarter worth $269,000. Finally, NewEdge Advisors LLC grew its position in Jefferies Financial Group by 8.3% during the 4th quarter. NewEdge Advisors LLC now owns 36,347 shares of the financial services provider’s stock worth $2,252,000 after purchasing an additional 2,772 shares during the last quarter. Institutional investors and hedge funds own 60.88% of the company’s stock.

Key Jefferies Financial Group News

Here are the key news stories impacting Jefferies Financial Group this week:

• Positive Sentiment: UBS cut its price target for JEF from $76 to $59 but kept a “Buy” rating, leaving a sizable implied upside versus the current share level and providing some institutional support for the stock. Article Title
• Neutral Sentiment: The Goldman Sachs Group reduced its JEF price target to $54 (from $61) while maintaining a “Buy” rating — a downward revision in expectations that still signals conviction but lowers consensus upside. Article Title
• Neutral Sentiment: Jefferies announced it will release Q1 results on March 25, 2026; the upcoming report is a near‑term catalyst that could swing the stock materially depending on revenue, margins and any management commentary. Article Title
• Negative Sentiment: Zacks Research downgraded JEF from “Hold” to “Strong Sell,” a clear negative signal for retail and some institutional investors that can accelerate selling pressure. Article Title
• Negative Sentiment: The stock reached a new 1‑year low after recent analyst downgrades and price‑target cuts, highlighting how revisions to expectations have already weighed on the share price. Article Title
• Negative Sentiment: Multiple shareholder law firms (e.g., Pomerantz, Glancy Prongay & Murray, Frank R. Cruz) have publicized investigations into Jefferies, keeping legal and regulatory risk front‑and‑center — a significant overhang that can deter buyers until the scope/impact is clarified. Article Title Article Title

About Jefferies Financial Group

Jefferies Financial Group Inc is a diversified financial services company that provides a range of investment banking, capital markets and asset management services to corporations, governments and institutional investors worldwide. Through its core platform, Jefferies offers advisory services for mergers and acquisitions, debt and equity underwriting, restructuring and recapitalization. The firm also operates a global sales and trading business covering equities, fixed income and foreign exchange products, complemented by equity research and macroeconomic analysis.

In addition to its capital markets franchise, Jefferies maintains a growing asset management division that delivers customized investment solutions across public and private markets.