Sep 28 close
Jefferies reported third-quarter results this week, with earnings surpassing estimates and record banking revenue, along with a 16% increase in quarterly profit; net earnings attributable to common shareholders came in at $260,578 versus $223,986 a year earlier, and diluted earnings per voting common share reached $1.08. Despite the beat, shares slipped after hours. Separately, the company announced new fixed-income offerings, including 6.00% notes due 2030, floating rate notes due 2028, and 7.00% notes maturing in 2041, and disclosed legal and credit exposures tied to First Brands and Radiant World amounting to $1.2 billion. An Investor Day is scheduled for October 19, 2026, in Manhattan, featuring CEO Rich Handler and President Brian Friedman.
The stock closed at $47.13, down 1.2%, sitting below both its 50-day average of $53.06 and its 200-day average of $52.97. Over the past month the shares are down 10.8%, though the six-month return remains positive at 18.3%. The GekkoIndex reads 69.1, placing JEF in the Accumulation zone, while the price sits 15.4% below Gekko Fair Value of $55.73.
Over the next 20 trading days, there is no confirmed earnings date on the calendar following the 24 June report, when EPS of $1.03 missed the $1.16 estimate and triggered a 13% reaction. Insider activity in the last 90 days shows 2 open-market purchases. Seasonality over 5 years shows a 0.9% average return across this 20-day window, positive in 3 of those years. Analyst coverage from 5 firms shows 2 buy and 3 hold ratings, with a consensus target of $59.50.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Jefferies Financial scores 4 supportive, 1 mixed and 0 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive1 mixed0 headwinds
Averages disagree
Close $47.13 sits between the 50-day ($53.06) and 200-day ($52.97) averages, or the averages disagree.
See the chart69.1, Accumulation
Reading 69.1 is in the Accumulation zone.
See the GekkoIndex15.4% below
Price is 15.4% below Gekko Fair Value (more than 5% below).
See fair valueLeans bullish
Last 90 days: 2 open-market insider purchases.
See smart moneyNo data
No confirmed report date on the calendar.
See earnings+0.9% on average
From this point in the calendar, the next 20 trading days averaged +0.9% over 5 years, rising in 3 of them.
See seasonalityA description of current data, not a recommendation. How this page works
Jefferies Financial closed at $47.13 on Sep 28, 2026, −28.5% over the past year, inside a 52-week range of $35.53 to $69.93.
Use the left and right arrow keys to read daily values.
Put JEF on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.
Jefferies Financial’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 69.1, in the Accumulation zone, down 5.3 points over five sessions.
Down 5.3 points over five sessions, from the Buying zone.
Reading for Sep 28, 2026
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 49 | −1.8% | −2.7% | ||
| Accumulation (current zone) | 153 | 0.0% | +0.3% | ||
| Neutral | 392 | +0.8% | +2.5% | ||
| Distribution | 77 | −0.5% | +1.3% | ||
| Selling | 1 | Too few readings yet | |||
Average JEF share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
Jefferies Financial trades 15.4% below Gekko Fair Value of $55.73, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Jefferies Financial shares are worth, recalculated every trading day.
$55.73
Gekko Fair Value, Sep 26, 2026
15.4% Undervalued
Insiders filed 2 open-market purchases in Jefferies Financial worth $642.7M, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
$642.7Min 2 open-market purchases
| Filed | Insider | Type | Value |
|---|---|---|---|
| Aug 21 | SUMITOMO MITSUI FINANCIAL GROUP, INC. director | Purchase | $324.0M |
| Jul 17 | SUMITOMO MITSUI FINANCIAL GROUP, INC. Director | Purchase | $318.7M |
From Form 4 filings, dated to when each was filed.
No trades in JEF were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Jefferies Financial has been buying back its own shares.
From company filings.
0of the funds Gekko tracks hold JEF.
Jefferies Financial beat the EPS estimate in 1 of its last 8 reports, moving 6.1% on average across the report.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jun 24, 2026 | $1.03 est $1.16 | $2.21B est $2.30B | −13.0% |
| Mar 25, 2026 | $0.70 est $0.89 | $2.02B est $1.98B | −0.7% |
| Jan 7, 2026 | $0.85 est $0.94 | $2.07B est $2.02B | −7.9% |
| Sep 29, 2025 | $1.05 est $0.80 | $2.91B est $1.92B | −1.9% |
| Jun 25, 2025 | $0.43 est $0.44 | $2.49B est $1.56B | +1.4% |
| Mar 26, 2025 | $0.57 est $0.94 | $2.47B est $1.86B | −11.9% |
| Jan 8, 2025 | $0.93 est $0.97 | $2.85B est $1.83B | −10.2% |
| Sep 25, 2024 | $0.75 est $0.78 | $2.60B est $1.71B | −2.1% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Analysts’ average 12-month price target for Jefferies Financial is $59.50, +26.2% from the last close, from 5 firms rating the stock in the last 90 days.
Each firm’s latest rating in the last 90 days: 5 firms.
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 17 | Oppenheimer | $76 | +61.3% |
| Sep 16 | UBS | $61 | +29.4% |
| Sep 15 | UBS | $61 | +29.4% |
| Sep 11 | Morgan Stanley | $50 | +6.1% |
| Sep 11 | UBS | $61 | +29.4% |
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Over the next 20 trading days from Sep 29, Jefferies Financial averaged +0.9% across the last 5 years, rising in 3 of them.
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +1.4% | 3 of 5 |
| Next 10 trading days | −1.5% | 3 of 5 |
| Next 15 trading days | −0.2% | 3 of 5 |
| Next 20 trading days | +0.9% | 3 of 5 |
| Next 30 trading days | +6.0% | 3 of 5 |
For scale, JEF’s typical 20-trading-day move in either direction is about 7.4%.
Jefferies Financial’s market cap is $9.59B, with a P/E ratio of 12.9 and revenue of $8.34B over the last twelve months.
Coverage of Jefferies Financial this week reads neutral: 3 positive, 9 neutral and 2 negative headlines.
Jefferies Financial’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| GSGoldman Sachs | Accumulation | 13.7% below |
| SCHWCharles Schwab | Buying | 13.9% below |
| IBKRInteractive Brokers | Accumulation | 10.2% below |
| HOODRobinhood Markets | Neutral | 1.5% above |
| BNYBank of New York Mellon | Accumulation | 8.6% below |
| CMECME | Accumulation | 4.3% below |
A peer links to its own page where one exists.
Jefferies Financial’s market cap is $9.59B at the Sep 28, 2026 close of $47.13, with 194.1M shares outstanding. The shares trade on a P/E ratio of 12.9.
The consensus analyst 12-month price target for Jefferies Financial is $59.50, +26.2% from the last close. Of the 5 firms that rated the stock in the last 90 days, 2 rate it a buy, 3 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
On Gekko’s estimate Jefferies Financial is undervalued: the Sep 28, 2026 close of $47.13 is 15.4% below Gekko Fair Value of $55.73. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
Jefferies Financial’s 52-week high is $69.93 and its 52-week low is $35.53; it closed at $47.13 on Sep 28, 2026, −28.5% over the past year. Over the last five years the shares peaked at $82.68 on Jan 6, 2025.
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (gekkoindex, fair value, smart money and seasonality), 1 as mixed (trend). The checklist is a description of current data, not a recommendation.
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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