Jefferies Financial Group Inc. (JEF) is scheduled to release its fourth-quarter earnings results after the market closes on Wednesday, January 7, 2025. Wall Street is watching to see if the investment bank can build on last year's performance.
Analysts are projecting earnings of 94 cents per share for the quarter, representing a modest uptick from the 93 cents per share reported in the same period last year. On the revenue side, the consensus estimate sits at $1.99 billion, up from $1.96 billion a year earlier, according to market data.
The earnings release comes shortly after Jefferies made a strategic move on December 8, agreeing to acquire a 50% interest in Hildene Holding Company. Shares of the company rose 2.3% to close at $141.17 on Friday.
What the Most Accurate Analysts Are Saying
Several analysts with strong track records have weighed in on Jefferies in recent months, offering a range of perspectives on the stock's prospects:
Oppenheimer analyst Chris Kotowski maintained an Outperform rating on December 11, 2025, and raised his price target from $81 to $97. Kotowski has an accuracy rate of 83%, making him one of the most reliable voices covering the stock.
UBS analyst Michael Brown reinstated a Buy rating with a $76 price target on December 11, 2025. Brown carries a 67% accuracy rate.
Morgan Stanley analyst Ryan Kenny upgraded the stock from Equal-Weight to Overweight on December 8, 2025, lifting his price target from $74 to $78. Kenny has a 58% accuracy rate.
Not everyone is quite so bullish. BMO Capital analyst Brennan Hawken maintained a Market Perform rating on October 17, 2025, but significantly reduced his price target from $69 to $55. Hawken has a 73% accuracy rate.
Goldman Sachs analyst James Yaro kept his Buy rating intact on October 14, 2025, but trimmed his price target from $84 to $74. Yaro has a 68% accuracy rate.
The divergence in analyst opinions reflects the complexity of evaluating investment banks in the current market environment. With earnings just days away, investors will soon get a clearer picture of how Jefferies is navigating these conditions.




