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JEF
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JEF stock forecast, quote, news & analysis

Jefferies Financial Group is a full-service investment banking and capital markets firm that was founded in 1962... Show more

A.I.Advisor
published price charts
A.I.Advisor
Oct 08, 2026

Why Jefferies Financial Group (JEF) Stock Is Down -20.8% in the Last 30 Days

Key Takeaways

  • Jefferies Financial Group (JEF) shares fell roughly 20.8% over the last 30 days, declining from about $55.72 to $44.14.
  • The decline accelerated around the company's fiscal third-quarter 2026 results, which showed record investment banking and equities revenue offset by weakness in asset management and fixed income.
  • BMO Capital lowered its price target on JEF to $50 from $57 while maintaining a Market Perform rating, weighing on investor sentiment.
  • The stock is also down over the trailing three months, reflecting a broader pullback in capital-markets and financial-sector sentiment.

Jefferies Financial Group (JEF) Company Overview and Market Position

Jefferies Financial Group Inc. is a global, full-service investment banking and capital markets firm serving corporations, sponsors and owners, institutional investors, and government entities across the Americas, Europe, the Middle East, and Asia-Pacific. Its core businesses span advisory, equity and debt underwriting, equities and fixed income sales and trading, prime services, and asset management.

The firm is closely followed by investors because it reports quarterly results ahead of most large U.S. banks, making it a widely used bellwether for the health of Wall Street's dealmaking and trading environment. Jefferies competes with larger diversified banks while leveraging a flatter, more nimble operating structure and a strategic partnership with Sumitomo Mitsui Financial Group.

Jefferies Financial Group (JEF) Stock Price Performance: Last 30 Days vs. Quarter

Over the last 30 days, JEF declined approximately 20.8%, falling from a closing level of $55.72 to $44.14. The move was not a single-day event but a steady slide that deepened through the second half of September and into early October.

The broader quarterly trend has been similarly negative. Three months earlier the stock traded near $51.10, and it peaked around $57 in mid-July before reversing. Since that July high, the shares have lost roughly 23% of their value, reflecting sustained selling pressure rather than a brief correction.

What Drove JEF Stock Price in the Last 30 Days

The most recent decline coincided with Jefferies' fiscal third-quarter 2026 earnings, which presented a mixed picture. The company reported record investment banking net revenues of $1.33 billion, up 17% year over year, with record advisory revenue of roughly $818 million and a 69% jump in equity underwriting. Equities also set a quarterly record, rising 29% to about $626 million.

Those strengths, however, were offset by clear softness elsewhere. Fixed income revenue fell 26% to about $176 million, and asset management net revenues dropped 52% amid muted performance across several fund strategies. Net earnings attributable to common shareholders came in at $260.6 million, or $1.08 per diluted share.

Analyst action added to the pressure. BMO Capital trimmed its price target to $50 from $57, citing the trading business reshuffle and lighter asset management results, even as the firm's adjusted earnings per share topped estimates. Investor attention also focused on Jefferies' decision to wind down its outsourced fixed-income trading desk following the departure of that unit's head.

What Drove JEF Stock Performance Over the Last Quarter

The three-month decline reflects more than a single earnings report. After rallying into mid-July, JEF entered a sustained downtrend as investors reassessed the durability of earnings growth across the financial sector. Concerns about softer fixed income and asset management results, alongside the repositioning of the firm's asset management platform, have overshadowed what management has described as strong momentum in advisory and equities.

Broader market rotation and caution around capital-markets names have compounded the stock-specific factors. While Jefferies' investment banking and equities franchises have posted record results, the market has continued to price in uncertainty around the weaker businesses and the sustainability of the recent dealmaking recovery.

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JEF Stock Forecast Drivers: What Investors Should Watch Next

Going forward, investors will likely focus on whether Jefferies' record investment banking and equities momentum can continue to offset weakness in fixed income and asset management. The strength of the M&A and underwriting pipeline, the completion of the Hildene-related asset management repositioning, and progress winding down legacy merchant banking investments are all worth monitoring.

Macroeconomic conditions, interest rate expectations, and the pace of dealmaking activity across the sector remain key variables. Analyst expectations and any further ratings or price-target changes will also influence sentiment, as will the firm's capital-return program, which has included share repurchases and a steady quarterly dividend.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations

A.I.Advisor
a Summary for JEF with price predictions
Nov 06, 2026

JEF's MACD Histogram just turned positive

The Moving Average Convergence Divergence (MACD) for JEF turned positive on October 12, 2026. Looking at past instances where JEF's MACD turned positive, the stock continued to rise in 29 of 39 cases over the following month. The odds of a continued upward trend are 74%.

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on October 20, 2026. You may want to consider a long position or call options on JEF as a result. In 55 of 77 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 71%.

Following a +6.01% 3-day Advance, the price is estimated to grow further. Considering data from situations where JEF advanced for three days, in 256 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.

Bearish Trend Analysis

The 10-day RSI Indicator for JEF moved out of overbought territory on October 30, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 54 similar instances where the indicator moved out of overbought territory. In 31 of the 54 cases, the stock moved lower in the following days. This puts the odds of a move lower at 57%.

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 37 of 63 cases where JEF's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 59%.

JEF moved below its 50-day moving average on November 06, 2026 date and that indicates a change from an upward trend to a downward trend.

The 50-day moving average for JEF moved below the 200-day moving average on October 05, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where JEF declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.

JEF broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

The Aroon Indicator for JEF entered a downward trend on October 28, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Fundamental Analysis (Ratings)

The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron Price Growth Rating for this company is 56 (best 1 - 100 worst), indicating steady price growth. JEF’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Profit vs. Risk Rating rating for this company is 75 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. JEF’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 88, placing this stock better than average.

The Tickeron SMR rating for this company is 77 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron PE Growth Rating for this company is 80 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Valuation Rating of 84 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.034) is normal, around the industry mean (3.132). P/E Ratio (12.910) is within average values for comparable stocks, (6.756). Projected Growth (PEG Ratio) (1.030) is also within normal values, averaging (0.809). Dividend Yield (0.034) settles around the average of (8.982) among similar stocks. P/S Ratio (0.889) is also within normal values, averaging (16.899).

A.I.Advisor
published Dividends

JEF paid dividends on August 28, 2026

Jefferies Financial Group JEF Stock Dividends
А dividend of $0.40 per share was paid with a record date of August 28, 2026, and an ex-dividend date of August 18, 2026. Read more...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Morgan Stanley (NYSE:MS), Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), Gold.com Inc. (NYSE:GOLD).

Industry description

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

Market Cap

The average market capitalization across the Investment Banks/Brokers Industry is 11.55B. The market cap for tickers in the group ranges from 590 to 284.96B. MS holds the highest valuation in this group at 284.96B. The lowest valued company is FSSLD at 590.

High and low price notable news

The average weekly price growth across all stocks in the Investment Banks/Brokers Industry was -5%. For the same Industry, the average monthly price growth was -22%, and the average quarterly price growth was -28%. PMAX experienced the highest price growth at 90%, while ABTS experienced the biggest fall at -68%.

Volume

The average weekly volume growth across all stocks in the Investment Banks/Brokers Industry was -16%. For the same stocks of the Industry, the average monthly volume growth was 28% and the average quarterly volume growth was -39%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 67
P/E Growth Rating: 66
Price Growth Rating: 71
SMR Rating: 74
Profit Risk Rating: 87
Seasonality Score: -8 (-100 ... +100)
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published General Information

General Information

a provider of investment banking, wealth management, and other financial services

Industry InvestmentBanksBrokers

Industry
Investment Banks Or Brokers
Address
520 Madison Avenue
Phone
+1 212 284-2300
Employees
7787
Web
https://www.jefferies.com
Why Jefferies Financial Group (JEF) Stock Is Down -20.8% in the Last 30 Days