Jefferies Financial Group Inc. ($JEF) Stock Forecast: Down 6.7% Today

What is Jefferies Financial Group Inc.?

JEF (Jefferies Financial Group) Jefferies Financial Group, a diversified financial services company, witnessed a significant decrease in its stock performance today.

Why is Jefferies Financial Group Inc. going down?

JEF stock is down 6.7% on Feb 3, 2026 18:13

• The decline in Jefferies Financial Group's stock value is possibly linked to the prevailing pessimism towards the financial sector in the market.
• Jefferies Financial Group's decision to lower price estimates for companies including Sprout Social, Walt Disney, and Tenable could have impacted investor trust in the company's own stock.
• Although there are positive prospects for Tyra Biosciences and StoneX Group, the general market conditions and reduced price targets for other firms might have overshadowed any potential gains for Jefferies Financial Group.
• Furthermore, the insider trading activities in Sprout Social and the insider stock transactions in Tyra Biosciences and Tenable are other factors contributing to the mixed sentiments surrounding Jefferies Financial Group's stock.

JEF Price Chart

JEF Technical Analysis

JEF News

Jefferies Financial Group Forecasts Strong Price Appreciation for Tyra Biosciences (NASDAQ:TYRA) Stock

Jefferies Financial Group has raised its price target for Tyra Biosciences (NASDAQ:TYRA) stock from $32.00 to $43.00, maintaining a "buy" rating and suggesting a substantial potential upside of 38.62%. This positive outlook aligns with a "Moderate Buy" consensus among analysts, despite a recent insider stock sale by Director Robert J. More. The company, a clinical-stage precision oncology firm, reported earnings per share of ($0.50) for its last quarter and has a market capitalization of $1.66 billion.

https://www.marketbeat.com/instant-alerts/jefferies-financial-group-forecasts-strong-price-appreciation-for-tyra-biosciences-nasdaqtyra-stock-2026-02-03/

Sprout Social (NASDAQ:SPT) Price Target Lowered to $12.00 at Jefferies Financial Group

Jefferies Financial Group has lowered its price target for Sprout Social (NASDAQ:SPT) from $15.00 to $12.00, while maintaining a "buy" rating, indicating a potential upside of approximately 38% from the current price. This adjustment follows similar target reductions from other firms like Barclays, Canaccord Genuity Group, and Morgan Stanley. Despite the target cuts, the article notes significant insider buying, with the CEO and a director each purchasing roughly $1 million in stock, raising insider ownership to over 10%.

https://www.marketbeat.com/instant-alerts/sprout-social-nasdaqspt-price-target-lowered-to-1200-at-jefferies-financial-group-2026-02-03/

Jefferies Financial Group Cuts Walt Disney (NYSE:DIS) Price Target to $132.00

Jefferies Financial Group has decreased its price target for Walt Disney (NYSE:DIS) from $136.00 to $132.00 but maintained a "buy" rating, indicating a potential 26.1% upside. Despite Disney's Q1 2026 earnings beating expectations with improved streaming profitability and record parks revenue, the company faces near-term challenges. These include modest guidance, an international tourism slowdown, and financial impacts from a YouTube TV blackout, alongside longer-term IP and legal considerations.

https://www.marketbeat.com/instant-alerts/jefferies-financial-group-cuts-walt-disney-nysedis-price-target-to-13200-2026-02-03/

Jefferies Financial Group Lowers Tenable (NASDAQ:TENB) Price Target to $24.00

Jefferies Financial Group has lowered its price target for Tenable (NASDAQ:TENB) to $24.00 from $29.00, while maintaining a "hold" rating, suggesting an 8.99% upside. This adjustment comes amid mixed analyst ratings for the cybersecurity company, which currently holds an average "Hold" rating and a target price of $34.41 across numerous firms. The article also details recent insider stock sales and institutional ownership changes, with Tenable's stock trading around $22.02.

https://www.marketbeat.com/instant-alerts/jefferies-financial-group-lowers-tenable-nasdaqtenb-price-target-to-2400-2026-02-02/

StoneX Group (NASDAQ:SNEX) Given New $122.00 Price Target at Jefferies Financial Group

Jefferies Financial Group has increased its price target for StoneX Group (NASDAQ:SNEX) to $122.00, maintaining a "buy" rating, which suggests a potential upside of 7.21%. This new target matches the consensus price target for the company. The adjustment follows StoneX Group's recent earnings report, where it missed EPS estimates slightly but exceeded revenue expectations, and reflects recent insider trading activity and substantial institutional ownership.

https://www.marketbeat.com/instant-alerts/stonex-group-nasdaqsnex-given-new-12200-price-target-at-jefferies-financial-group-2026-02-02/

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Jefferies Financial Group Inc. Price History

13.10.2025 - JEF Stock was down 5.6%

• Despite Circle (CRCL) surpassing Q3 earnings and revenue expectations, JEF faced a decline in its stock value.
• The drop in JEF's stock price might be connected to investor worries within the financial services field, which are overshadowing the positive outcomes of companies like Circle.
• This market shift indicates that investors may be responding to broader industry patterns and probable economic uncertainties rather than individual company performance.

09.09.2025 - JEF Stock was down 8.0%

• JEF stock faced significant downward pressure following the disclosure of its ties to bankrupt First Brands Group, raising concerns among investors regarding potential financial ramifications and risks associated with trade-finance and CLO connections.
• Despite surpassing Q3 earnings expectations and showcasing strong profits from its investment banking sector, JEF stock declined due to heightened expenses, prompting investors to reassess the company's financial stability and overall profitability.
• The revelation of exposure to a bankrupt entity, coupled with escalating expenses, likely contributed to the pessimistic market sentiment surrounding JEF stock, overshadowing the positive earnings outperformance and robust investment banking income.

08.00.2026 - JEF Stock was down 6.3%

• Jefferies Financial Group reported mixed Q4 financial results, with revenue exceeding expectations but earnings missing analyst estimates. This discrepancy, particularly the weakness in fixed income and asset management, led to investor disappointment and a 2.9% drop in after-hours trading.
• Despite beating estimates on adjusted earnings per share, the decrease in Q4 profit compared to the previous year, along with a lower GAAP net income, likely contributed to the bearish movement.
• The accusations by First Brands Group founder against Jefferies, alleging document withholding, could have added uncertainty and negative sentiment around the stock, impacting its performance.
• The increase in price target for Morgan Stanley by Jefferies Financial Group, following Morgan Stanley's strong quarterly earnings, might have diverted investor attention and capital away from Jefferies, influencing the bearish movement.

08.09.2025 - JEF Stock was down 6.8%

• The company surpassed Q3 earnings expectations with earnings per share of $1.05, attributed to robust performance in investment banking and asset management.
• Despite the positive earnings results, the stock declined by 3.6% due to concerns over increasing expenses.
• Investor reaction indicates that there were potentially higher expectations for performance or lower expenses, influencing the bearish movement in JEF stock.
• This response reflects investor emphasis on cost control and the overall financial stability of the company, overshadowing the strong earnings performance.

16.09.2025 - JEF Stock was down 5.8%

• An investigation into potential securities fraud at Jefferies Financial Group Inc. may have raised concerns among investors, leading to a sell-off of the stock.
• The revelation of exposure to bankrupt First Brands Group likely contributed to the negative sentiment surrounding Jefferies, causing investors to reevaluate the associated risks and financial implications.
• The combination of the ongoing securities fraud investigation and the exposure to a bankrupt company could have eroded investor confidence in Jefferies Financial Group Inc., resulting in the significant bearish movement in the stock price today.

17.09.2025 - JEF Stock was up 6.3%

• The bullish movement in JEF stock could be attributed to indications that its fund connected to First Brands is separate from its investment banking business, potentially reassuring investors and boosting confidence in the company's diversified operations.
• Despite the ongoing securities fraud investigation, investors seem to be focusing more on the positive news regarding the separation of business units, leading to the stock's upward movement.
• This shows that investors are weighing the potential outcomes of the investigation against the company's overall business structure and are currently placing more emphasis on the latter, driving the stock price higher.

18.10.2025 - JEF Stock was down 5.3%

• A recent reduction in short interest for Jefferies Financial Group Inc could suggest a decrease in bearish sentiment among investors. However, this did not prevent the stock from experiencing a significant downward movement.
• Although Circle (CRCL) surpassed Q3 earnings and revenue expectations, apprehensions among investors led to a drop in its stock price, potentially influencing overall market sentiment, including impacting JEF negatively.
• The prevailing pessimistic outlook on financial services firms, coupled with specific issues surrounding Circle, likely played a role in the bearish movement observed in Jefferies Financial Group Inc's stock today.

29.09.2025 - JEF Stock was down 5.5%

• Market whales have taken a bearish stance on JEF options, indicating a lack of confidence in the stock's future performance.
• The significant number of bearish trades on JEF options could be driving down the stock price as investors react to the negative sentiment.
• This bearish movement in JEF may be a result of large investors anticipating challenges or underperformance in the company's financials or market position.
• Investors should closely monitor any further developments in JEF options trading and overall market sentiment to gauge the stock's future trajectory.

30.08.2025 - JEF Stock was down 2.8%

• Analysts had revised their forecasts ahead of Jefferies Financial's earnings call, expecting an increase in quarterly earnings per share.
• Despite the positive earnings expectations, the market may have reacted negatively to other underlying factors such as economic indicators or industry trends.
• The bearish movement could indicate that investors were disappointed with the actual earnings results, which might have fallen short of the revised forecasts.
• It is possible that market sentiment towards financial stocks, in general, influenced the bearish movement of JEF, as investors may have shifted their focus to other sectors.

11.11.2025 - JEF Stock was up 5.1%

• JEF stock surged by 5.9% after announcing new debt offerings and a deal to acquire a 50% stake in Hildene for $340 million, addressing investor concerns and boosting confidence in the company's strategic moves.
• The stock price fell previously due to a situation involving an auto supplier, First Brands, filing for bankruptcy amid accounting questions, leading to investigations into potential securities fraud or unlawful practices.
• Despite these challenges, institutional investors like Federated Hermes Inc. significantly increased their stake in JEF, indicating confidence in the company's long-term prospects.
• Jefferies' acquisition of Hildene Holding Company, a credit-focused asset manager, is expected to be accretive and contribute positively to its net earnings, further enhancing investor sentiment and driving the bullish movement in the stock price.

03.01.2026 - JEF Stock was down 6.7%

• The decline in Jefferies Financial Group's stock value is possibly linked to the prevailing pessimism towards the financial sector in the market.
• Jefferies Financial Group's decision to lower price estimates for companies including Sprout Social, Walt Disney, and Tenable could have impacted investor trust in the company's own stock.
• Although there are positive prospects for Tyra Biosciences and StoneX Group, the general market conditions and reduced price targets for other firms might have overshadowed any potential gains for Jefferies Financial Group.
• Furthermore, the insider trading activities in Sprout Social and the insider stock transactions in Tyra Biosciences and Tenable are other factors contributing to the mixed sentiments surrounding Jefferies Financial Group's stock.

03.01.2026 - JEF Stock was down 5.1%

• The stock's decline may be due to profit-taking by investors following a period of strong performance.
• A lowered price target for Tenable by JEF could have influenced the stock's decline, reflecting a cautious stance on the cybersecurity industry.
• Despite a positive outlook on Hershey's stock, investors may be shifting funds from JEF to pursue opportunities with quicker growth potential.
• An increase in institutional ownership and promising quarterly results from JEF suggest a possible short-term price drop, offering a buying opportunity for long-term investors.