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Jefferies Financial Group Inc. (JEF) earnings date & stock reaction

Jefferies Financial Group Inc. · Financials

Jefferies Financial Group Inc. earnings date & time

Next earningsWed, January 6 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Thu, January 7
Reporting pattern
12 of last 12 after close
Typical move
±4.5% · 12-report avg

What the market expects

Consensus EPS

$0.89Coming in above this counts as a beat

Year-ago quarter
$0.96→-7.3%
Full earnings calendarFrom an earnings calendar · Schedule last checked September 26

Price after the latest report

Reported September 28, 2026how the stock moved around it
Next-day move
-1.3%
After 5 days
-2.7%
Price around earnings

Jefferies Financial Group Inc. (JEF) rose the day after earnings in 3 of its last 12 reports (25%), moving ±4.5% on average. It has fallen despite beating the consensus estimate 6 times.

Up next day
3/12
25%
Fell despite growth
6/12
Good earnings ignored
Price when beating
-2.4%
avg over 7 beats
Price when missing
-4.3%
avg over 5 misses
Avg earnings move
±4.5%
typical swing on earnings
Biggest single move
-10.8%
'25.1 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 6 of the last 7 times. The number alone doesn't move it.

What really matters here
Interest margin, plus buybacks/dividends
In finance terms: Interest margin · provisions · capital return
What to watch next report

When results drop, check the metric above vs last quarter and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 7 of 12 times
Median beat +14.2%. 6 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 1 of 7 beats (14%)
Reaction is erratic and hard to predict
Avg -2.4% on a beat, -4.3% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs Financials sector avg (202 peers)
This
-3.2%
Sector
+0.3%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
6xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth6/12

6/7 beats fell next day · watches Interest margin · provisions · capital return

Next-day reaction
  • Aug 2026 report-1.3%
  • May 2026 report-9.2%
  • Feb 2026 report+1.6%
  • Nov 2025 report-5.6%
  • Aug 2025 report-1.9%
  • May 2025 report+0.3%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Jun–Aug 2026 results
Reported 2026-09-28
Next-day move
-1.3%
After 5 days -2.7%
EPS consensus $1.00 → $1.08 ▲ +8.0% beatRev $1.5B → $2.2B +48% YoY
Price around earnings

Earnings trend · last 12 quarters

EPS$1.08YoY +7%
'24.1'26.9
Revenue$2.2BYoY +48%
'24.1'26.9

Earnings history and price reaction

Jefferies Financial Group Inc. across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
8/20262026-09-28+8.0%-1.3%-2.7%
5/20262026-06-24-18.1%-9.2%-11.5%
2/20262026-03-25-21.4%+1.6%+4.3%
11/20252026-01-07+20.0%-5.6%-3.4%
8/20252025-09-29+26.3%-1.9%-8.2%
5/20252025-06-25-13.0%+0.3%+1.3%

12 reports, quarters ending 11/2023 to 8/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Jefferies Financial Group Inc. earnings date?

The next Jefferies Financial Group Inc. (JEF) earnings report is expected Wed, January 6 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Jefferies Financial Group Inc.'s next earnings?

Analysts expect EPS of about $0.89 for Jefferies Financial Group Inc. (JEF). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Jefferies Financial Group Inc. (JEF) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 3 of them (25%). The average move on earnings day was ±4.5%.

Does Jefferies Financial Group Inc. react more to the earnings numbers or to guidance?

In 8 of the last 12 reports (67%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Jefferies Financial Group Inc. stock fall even when earnings are good?

Yes. In 6 of the last 12 reports, Jefferies Financial Group Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Jefferies Financial Group Inc. stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 58% of the time. This tendency is known as post-earnings announcement drift.