Jefferies Financial Group Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
23.9%projected annual EPS growth
Analyst Coverage
6analysts covering
FY Revenue (est.)
$8.5Bnext fiscal year
FY EPS (est.)
$3.56next fiscal year
Monitoring Framework
Key Performance Indicators
Investment Banking Net Revenues Quarterly3.4BTarget: Continued market share gains in middle-market M&A and global advisory
Diluted Earnings Per Share (EPS) Quarterly2.9Target: Growth to $3.53+ in 1-year consensus forecast
Return on Tangible Common Equity (ROTE) Annually0.1Target: Mid-teens over the cycle
Watch Items
- SMBC Global Strategic Alliance IntegrationTrigger: Launch of wholesale Japanese equities joint venture in January 2027Action: Monitor regulatory approvals for SMBC to increase economic ownership up to 20% and operational milestones of the joint venture.
- First Brands and Point Bonita LitigationTrigger: Western Alliance Bank lawsuit alleging breach of contract and fraudAction: Track legal proceedings in New York court and potential impact on asset management division reputation and underwriting standards.
- Capital Markets and Advisory Deal FlowTrigger: Federal Reserve interest rate trajectory under Chair Kevin WarshAction: Assess the impact of persistent high interest rates on debt underwriting, equity capital markets (ECM), and M&A advisory volumes.
Research as of 2 Sep 2026