Beyond analysts' top-and-bottom-line estimates for Jefferies (JEF), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended May 2026.
Jefferies (JEF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Jefferies (JEF) reported earnings 30 days ago. What's next for the stock?
Jefferies Financial Group Inc. remains a Buy, with shares about 25% undervalued despite recent volatility and technical weakness. JEF posted a 27% YoY net revenue increase to $2.0B, led by record investment banking performance and strong equity underwriting growth. Key JEF risks include potential capital market slowdown, higher rates, and ongoing private credit concerns, but dealmaking momentum persists.
VF Corp. (NYSE:VFC, XETRA:VFP) is showing early signs of stabilization in key areas of its business, though uncertainty tied to macroeconomic factors continues to weigh on near-term visibility, according to Jefferies analysts following recent discussions with company management. Jefferies maintains a “Hold” rating on the stock with a $19 price target, implying roughly 10% upside from current levels.
Jefferies' fiscal Q1 earnings meet estimates as record IB revenues and Equities strength help offset weaker Fixed Income and private credit woes.
The company disclosed losses of $17 million related to the collapse of two companies.
The headline numbers for Jefferies (JEF) give insight into how the company performed in the quarter ended February 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Jefferies (JEF) came out with quarterly earnings of $0.89 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.6 per share a year ago.
Pan American Silver Corp. (TSX:PAA, NASDAQ:PAAS)'s revised development plan for its La Colorada Skarn project represents a meaningful reduction in risk, while preserving the asset's long-term scale, according to Jefferies analysts who reiterated a “Hold” rating and $66 price target. They have a price target of $66 on the stock, which traded up 3% at about $51 shortly before Wednesday's closing bell.
JEF gains as takeover talk heats up, with SMFG eyeing a potential bid amid the firm's lower valuation and ongoing strategic partnership.