Jefferies Financial Group stock
JEFNYSEJefferies Financial Group Inc., Financial ServicesISIN US47233W1099
62Score 62 out of 100, Neutral
Price and trend
63 / 100
Price history
−15% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 5.0% below it.
Since September 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 55).
The price is 28% below its 52-week high. Largest decline in 20 years: 81% (May 2008 to March 2009).
Chart figures for advanced users
- SMA 50$47.66
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$50.32
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)55
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$36.02
- The lowest closing price of the last twelve months.
- Resistance$66.26
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Jefferies Financial Group Inc. belongs to the Financial (Capital Markets) industry (United States) and, with a market value of $9.04B, is number 25 of 81 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $7.34B (up 4.4% year on year) and earnings of $710.48M (down 4.4%).
- For fiscal 2026, analysts expect on average revenue of $8.55B (up 16.4%) and adjusted earnings per share of $3.69 (up 24.2%).
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- MEQIRI Score 62 out of 100 (Neutral): rank 682 of 976 in Financial Services, median 68.
- The P/E is 12 (Financial (Capital Markets) median 13.7, own median of recent years 22.6).
- Our model puts fair value at $36.87, with the price 30% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Share buybacksShare count down 25% since 2020.Capital allocation 79
- Reliable dividendNo dividend cut for 15 years.Capital allocation 79
- Consistently profitableProfit in all 10 fiscal years from 2015 to 2025.Fundamentals 77
Weaknesses
- Margin fallingOperating margin 9.3%, average of the prior years 44% (to 2024).Profitability 43
Its standout strengths are capital allocation and fundamentals, while momentum and profitability hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among smaller stocks.
From 2016 to 2025, 20 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What drives the risk
- high price swings
Valuation
Valuation signal
Modestly overvaluedIn our model the price counts as cheap below $26.34 and expensive above $61.45 (uncertainty high, based on the price swings of the past year).
The two parts of the fair value come to $19.22 (excess return model) and $54.53 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 11.2%. At 12.2% the fair value would be $35.72, at 10.2% it would be $38.38.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (13.7).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 31 Aug 2026, revenue rose 21.8% on the twelve months before. Revenue has grown solidly since 2016, at about 12% per year. From 2016 revenue only includes continuing operations, sold or discontinued divisions have been reclassified. Earlier years are not comparable and not shown, and the margins for 2016 are not measured.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 9%, net 10%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. From 2016 revenue only includes continuing operations, sold or discontinued divisions have been reclassified. Earlier years are not comparable and not shown, and the margins for 2016 are not measured.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 6 Jan 2027in 55 days
- Last reported
- 28 Sep 2026EPS reported $1.08 (expected $1.00)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $3.69+1.0%
- Revenue
- $8.55B0.0%
- Earnings per share
- $4.68+0.4%
- Revenue
- $9.27B−0.4%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Insiders
Open-market purchases and sales by executives, board members and major holders
One insider bought on the open market in the last 6 months, $642.75M in total.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Jefferies Financial Group
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 62
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Financial (Capital Markets)
The next larger and next smaller companies by market value
- Bitmine Immersion TechnologiesBMNR $10.96B25
- Stifel FinancialSF $10.9B70
- Orient Securities600958.SS $9.89B55
- Everbright Securities601788.SS $9.46B55
- NordnetSAVE.ST $8.86B75
- Founder Securities601901.SS $8.35B67
- XPXP $7.96B70
- Motilal Oswal Financial ServicesMOTILALOFS.NS $7.44B78
ETFs that hold Jefferies Financial Group
Held by 11 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF (Acc)SPY4 | 0.22% | 0.30% | €5.27B |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.16% | 0.30% | €944.34M |
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.11% | 0.43% | €2.48B |
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| State Street SPDR MSCI World Small Cap UCITS ETF (Acc)ZPRS | 0.08% | 0.45% | €1.53B |
| iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETFCBUG | 0.07% | 0.35% | €434.1M |
| Invesco RAFI US Fundamental Value UCITS ETF6PSA | 0.03% | 0.39% | €1.23B |
| Invesco RAFI All-World Fundamental Value UCITS ETFPSWD | 0.03% | 0.39% | €446.84M |
| UBS MSCI USA Select Factor Mix UCITS ETF USD accUSUE | 0.02% | 0.25% | €175.89M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 30 Nov 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 28 Feb 2023)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.