Overview Dividends

(JEF) Jefferies Financial - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US47233W1099

Investment Banking, Capital Markets, Asset Management, Prime Brokerage, Advisory

Multi-Sector Holdings
Market Cap in USD: 12,783m

IPO / Inception: 1987-11-05
Return 12m vs S&P 500: -33.9%

EPS (Earnings per Share)

EPS CAGR: -56.45%
EPS Trend: -14.7%

Last SUE: -4.00
Qual. Beats: 0

Revenue

Rev. CAGR: 10.06%
Rev. Trend: 82.4%

Last SUE: 0.90
Qual. Beats: 1

Dividends

Dividend Yield	2.62%
Yield on Cost 5y	7.34%
Yield CAGR 5y	27.16%
Payout Consistency	14.5%
Payout Ratio	80.8%

Risk via 5d forecast
Volatility	38.9%
Value at Risk 5%th	62.3%
Relative Tail Risk	-2.69%

Reward TTM
Sharpe Ratio	-0.36
Alpha	-50.48
CAGR/Max DD	0.44

Character TTM
Hurst Exponent	0.483
Beta	1.806
Beta Downside	1.939

Drawdowns 3y
Max DD	49.49%
Mean DD	13.67%
Median DD	9.27%

Description: JEF Jefferies Financial January 03, 2026

Jefferies Financial Group Inc. (NYSE:JEF) is a diversified financial services firm that operates globally across investment banking, capital markets, and asset management. Its two-segment model delivers advisory and underwriting services for M&A, debt financing, restructurings, and loan syndications, while also providing prime brokerage, equities research, wealth management, and foreign-exchange trading.

Beyond traditional banking, Jefferies manages a suite of alternative-asset platforms covering distressed debt, government and municipal securities, leveraged loans, emerging-market debt, and credit-derivative products. The firm serves a broad client base that includes public and private corporations, sponsors, institutional investors, and government entities. The company rebranded from Leucadia National Corporation in 2018 and is headquartered in New York.

Key metrics from the most recent fiscal year (2023) show revenue of roughly $2.5 billion, net income of $210 million, and assets under management (AUM) of about $30 billion, reflecting a modest but stable profit margin of 8.4 %. The business is sensitive to the prevailing interest-rate environment: higher rates tend to boost demand for debt underwriting and credit-linked products, while also influencing M&A activity and loan-syndication volumes.

For deeper quantitative insights, you might explore ValueRay’s detailed valuation models for JEF.

Piotroski VR‑10 (Strict, 0-10) 2.0

Net Income (727.6m TTM) > 0 and > 6% of Revenue (6% = 643.6m TTM)

FCFTA -0.02 (>2.0%) and ΔFCFTA 1.63pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 250.5% (prev 247.1%; Δ 3.42pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA -0.01 (>3.0%) and CFO -909.3m <= Net Income 727.6m (YES >=105%, WARN >=100%)

Net Debt (12.24b) to EBITDA (3.75b) ratio: 3.26 <= 3.0 (WARN <= 3.5)

Current Ratio 3.15 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (222.7m) change vs 12m ago 0.46% (target <= -2.0% for YES)

Gross Margin 59.32% (prev 60.11%; Δ -0.79pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 16.18% (prev 15.22%; Δ 0.96pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 1.02 (EBITDA TTM 3.75b / Interest Expense TTM 3.49b) >= 6 (WARN >= 3)

Altman Z'' 3.45

(A) 0.39 = (Total Current Assets 39.39b - Total Current Liabilities 12.52b) / Total Assets 69.32b

(B) 0.12 = Retained Earnings (Balance) 8.46b / Total Assets 69.32b

(D) 0.14 = Book Value of Equity 8.29b / Total Liabilities 58.82b

Total Rating: 3.45 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 47.73

1. Piotroski 2.0pt

2. FCF Yield -3.95%

3. FCF Margin -10.54%

4. Debt/Equity 2.27

5. Debt/Ebitda 3.26

6. ROIC - WACC (= 1.88)%

7. RoE 7.08%

8. Rev. Trend 82.35%

9. EPS Trend -14.66%

What is the price of JEF shares?

As of January 10, 2026, the stock is trading at USD 61.05 with a total of 3,712,299 shares traded.
Over the past week, the price has changed by -3.80%, over one month by +3.40%, over three months by +12.96% and over the past year by -21.71%.

Is JEF a buy, sell or hold?

Jefferies Financial has received a consensus analysts rating of 3.33. Therefor, it is recommend to hold JEF.

Strong Buy: 0
Buy: 1
Hold: 2
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the JEF price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	70.7	15.8%
Analysts Target Price	70.7	15.8%
ValueRay Target Price	72.3	18.4%

JEF Fundamental Data Overview January 02, 2026

P/E Trailing = 21.5174
P/E Forward = 17.7305
P/S = 1.7677
P/B = 1.2396
P/EG = 2.5682
Beta = 1.497
Revenue TTM = 10.73b USD
EBIT TTM = 3.56b USD
EBITDA TTM = 3.75b USD
Long Term Debt = 21.86b USD (from longTermDebt, last quarter)
Short Term Debt = 1.23b USD (from shortTermDebt, last quarter)
Debt = 23.69b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 12.24b USD (from netDebt column, last quarter)
Enterprise Value = 28.61b USD (12.78b + Debt 23.69b - CCE 7.87b)
Interest Coverage Ratio = 1.02 (Ebit TTM 3.56b / Interest Expense TTM 3.49b)
FCF Yield = -3.95% (FCF TTM -1.13b / Enterprise Value 28.61b)
FCF Margin = -10.54% (FCF TTM -1.13b / Revenue TTM 10.73b)
Net Margin = 6.78% (Net Income TTM 727.6m / Revenue TTM 10.73b)
Gross Margin = 59.32% ((Revenue TTM 10.73b - Cost of Revenue TTM 4.36b) / Revenue TTM)
Gross Margin QoQ = 60.30% (prev 58.80%)
Tobins Q-Ratio = 0.41 (Enterprise Value 28.61b / Total Assets 69.32b)
Interest Expense / Debt = 3.63% (Interest Expense 860.2m / Debt 23.69b)
Taxrate = 26.92% (89.3m / 331.8m)
NOPAT = 2.60b (EBIT 3.56b * (1 - 26.92%))
Current Ratio = 3.15 (Total Current Assets 39.39b / Total Current Liabilities 12.52b)
Debt / Equity = 2.27 (Debt 23.69b / totalStockholderEquity, last quarter 10.44b)
Debt / EBITDA = 3.26 (Net Debt 12.24b / EBITDA 3.75b)
Debt / FCF = -10.82 (negative FCF - burning cash) (Net Debt 12.24b / FCF TTM -1.13b)
Total Stockholder Equity = 10.28b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.10% (Net Income 727.6m / Total Assets 69.32b)
RoE = 7.08% (Net Income TTM 727.6m / Total Stockholder Equity 10.28b)
RoCE = 11.07% (EBIT 3.56b / Capital Employed (Equity 10.28b + L.T.Debt 21.86b))
RoIC = 8.05% (NOPAT 2.60b / Invested Capital 32.31b)
WACC = 6.16% (E(12.78b)/V(36.48b) * Re(12.67%) + D(23.69b)/V(36.48b) * Rd(3.63%) * (1-Tc(0.27)))
Discount Rate = 12.67% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.42%
Fair Price DCF = unknown (Cash Flow -1.13b)
EPS Correlation: -14.66 | EPS CAGR: -56.45% | SUE: -4.0 | # QB: 0
Revenue Correlation: 82.35 | Revenue CAGR: 10.06% | SUE: 0.90 | # QB: 1
EPS next Quarter (2026-02-28): EPS=0.97 | Chg30d=+0.001 | Revisions Net=+0 | Analysts=5
EPS next Year (2026-11-30): EPS=4.10 | Chg30d=+0.098 | Revisions Net=+1 | Growth EPS=+38.6% | Growth Revenue=+11.3%

Additional Sources for JEF Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
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Fund Manager Positions: Dataroma | Stockcircle