$45.97+0.72|(+1.59%)

Analyst Recommendation Trends

Wall Street analyst consensus for JEF over the last few months:

2026-09-01
Buy: 3
S.Buy: 2
Hold: 4
Sell: 0
2026-08-01
Buy: 4
S.Buy: 2
Hold: 4
Sell: 0
2026-07-01
Buy: 4
S.Buy: 2
Hold: 4
Sell: 0
2026-06-01
Buy: 5
S.Buy: 2
Hold: 3
Sell: 0

Latest JEF News

CoreWeave capacity constraints bolster Jefferies bull case

CoreWeave IncTesla shares rise as Q3 deliveries beat production can capture stronger near-term pricing as AI demand far exceeds supply, Jefferies wrote after attending the company's Fully Connected conference. Jefferies noted that discussions with executives, customers, and management pointed...

Yahoo10/2/2026

Can Jefferies' Expanded SMBC Partnership Bolster Its Growth in Japan?

JEF's SMBC venture is likely to expand its Japan equities and ECM reach, with SMBC's 20% stake deepening the strategic alliance.

Yahoo10/2/2026

Levi's set for solid third quarter on healthy denim demand, Jefferies says

Levi Strauss & Co (NYSE:LEVI) is expected to deliver a solid third quarter on healthy denim demand, Jefferies said. The brokerage said the full-year profit guide could move modestly higher, while the revenue outlook is likely largely reiterated amid stubborn inflation. Jefferies...

Yahoo10/1/2026

Can Jefferies Financial Group (JEF) Stay Above Fair Value After Earnings?

Jefferies Financial Group has delivered a 43.3% gain over the past 5 years. However, the recent share price pullback and shifting mix of fee income raise a sharper question about whether the returns it earns on its capital are enough to support where the stock trades today. That 43.3% return over 5 years puts real weight on the issue of whether Jefferies is generating strong enough returns on the capital it deploys to justify the journey so far. Recent news pointing to stronger investment...

Yahoo10/1/2026

Why Is Jefferies Financial Group (JEF) Posting Record Banking Revenue But Weaker Trading?

Jefferies Financial Group (NYSE:JEF) reported Q3 earnings that came in ahead of market expectations. The group posted record investment banking revenue for the quarter, supported by strong equity underwriting activity. Fixed income trading revenue weakened sharply on a year-on-year basis, even as other divisions reported stronger results. The combination of a Q3 earnings beat, record investment banking revenue and softer fixed income trading is consistent with trends our broader work has...

Yahoo10/1/2026

Jefferies Highlights Three Biotech Stocks With Blockbuster Potential

Investing.com -- Jefferies identified three biotechnology stocks that appear undervalued with strong commercial prospects despite a challenging macro environment. The firm noted that rising interest rates are pressuring small and mid-cap biotech companies, potentially shifting investor focus toward late-stage and commercial-stage names. All three of the highlighted stocks are positioned to launch products with significant peak sales potential.

Yahoo9/30/2026

Jefferies' Q3 IB, Equities Offset Weak Asset Management & Fixed Income

Jefferies' record Investment Banking and Equities fiscal Q3 results offset weakness in Asset Management and Fixed Income, but the earnings mix remains uneven.

Yahoo9/30/2026

What Does Jefferies' Q3 Result Say About Wall Street's IB Recovery?

JEF's record Q3 IB revenues point to stronger M&A and equity issuance, but major banks may see mixed results.

Yahoo9/30/2026

3 European chip stocks to buy for Q3 earnings season: Jefferies

Investing.com - Jefferies is calling the peak of the global semiconductor upcycle for Q4 2026, warning that multiple compression is already eating into European chip stocks even as underlying demand holds firm.

Yahoo9/30/2026

Stock of the Day: Where is the Bottom for Carvana?

Carvana nears repeatedly tested $57 support after strong September sales beat estimates, raising hopes for another rebound.

Benzinga9/30/2026

Jefferies sees limited Generali upside after strong earnings-driven rally

Investing.com -- Jefferies downgraded Italian insurer Generali to "hold" from "buy" on Wednesday, saying its new €38 price target no longer offered sufficient total shareholder return to justify a buy rating after a sharp rise in the shares.

Yahoo9/30/2026

Jefferies: Asset Management Issues Remain A Drag Following Q3 2026 Earnings

Jefferies Financial Group posted strong Investment Banking and Capital Markets results in Q3 2026. Find out why JEF stock is a hold.

SeekingAlpha9/30/2026

Jefferies Lifts Bloom Energy Target but Flags Project Risks

Brookfield's $25 billion framework and AEP's $2.65 billion order support near-term growth

Yahoo9/29/2026

Jefferies Beats Estimates but BMO Lowers Its Target Anyway

Equities strength masked weaker fixed income and capital markets results

Yahoo9/29/2026

Carvana on pace for biggest sales beat since early 2025, Jefferies says

Carvana Co. (NYSE:CVNA) could post its biggest quarterly sales beat since early 2025, Jefferies said, as website data showed vehicle sales growth accelerating to about 40% in recent weeks. The broker reiterated its "buy" rating and $88 price target. Jefferies raised its retail unit...

Yahoo9/29/2026

Roblox Stock Fell Nearly 10% in a Day on a Jefferies Downgrade. Here’s the Bookings Gap Behind the Call

Key Stats for Roblox StockCurrent Price: $41. 86Target Price (Mid): ~$86Street Target: ~$49Potential Total Return: ~105%Annualized IRR: ~18% / yearWhat Happened?Roblox Corporation (RBLX) closed at $41.

Yahoo9/29/2026

Wall Street's trading boom was already showing fatigue before the bond rout deepened

Wall Street just got another sign that this year's rout in global bonds dampened momentum in one of its core profit engines, even before yields surged to multidecade highs in recent days.

Yahoo9/29/2026

Oppenheimer Maintains Outperform on Jefferies Financial Gr, Lowers Price Target to $71

Oppenheimer analyst Chris Kotowski maintains Jefferies Financial Gr (NYSE:JEF) with a Outperform and lowers the price target from $76 to $71.

Benzinga9/29/2026

These Analysts Slash Their Forecasts On Jefferies Financial After Q3 Results

Jefferies beats Q3 earnings and sales estimates, but shares fall 1.4% as analysts cut price targets despite optimistic outlook.

Benzinga9/29/2026

Jefferies Financial Shares Fall as Fixed Income and Asset Management Revenue Declines

Jefferies Financial Group (NYSE:JEF) shares fell more than 1% after the company reported third-quarter adjusted earnings and revenue above analyst expectations, while Fixed Income and Asset Management revenue declined from the prior-year period. Adjusted earnings per share were $1.

Yahoo9/29/2026

Morgan Stanley Maintains Equal-Weight on Jefferies Financial Gr, Lowers Price Target to $49

Morgan Stanley analyst Ryan Kenny maintains Jefferies Financial Gr (NYSE:JEF) with a Equal-Weight and lowers the price target from $50 to $49.

Benzinga9/29/2026

Goldman Sachs Maintains Buy on Jefferies Financial Gr, Lowers Price Target to $57

Goldman Sachs analyst James Yaro maintains Jefferies Financial Gr (NYSE:JEF) with a Buy and lowers the price target from $67 to $57.

Benzinga9/29/2026

NKE Stock Heads For Another Month In The Red: Jefferies Bets On Nike's Recovery, Sees A Q1 Earnings Beat

Jefferies sees November’s investor day supporting Nike’s turnaround.

Yahoo9/29/2026

Roblox (RBLX) Faces A Jefferies Downgrade, Is The Recent Rally Already Priced In?

Roblox (RBLX) is back under scrutiny after Jefferies cut its rating to Underperform, arguing that the recent post-earnings rally has already priced in more bookings strength than the business is likely to deliver. The downgrade follows a sharp pullback in Roblox’s share price, with a 1-day return of -9.86% and a 7-day decline of 18.32%. This comes after a post-earnings surge that still leaves the 30-day share price return up 8.64%. However, the year-to-date share price return is down 48.29%...

Yahoo9/29/2026

BMO Capital Maintains Market Perform on Jefferies Financial Gr, Lowers Price Target to $50

BMO Capital analyst Brennan Hawken maintains Jefferies Financial Gr (NYSE:JEF) with a Market Perform and lowers the price target from $57 to $50.

Benzinga9/29/2026

Jefferies Financial stock slips 3% as Fixed Income, Asset Management revenues fall

Investing.com -- Jefferies Financial Group Inc (NYSE:JEF) reported third quarter adjusted earnings per share of $1.08, beating the analyst consensus of $1.00, though shares fell 3% following the results.

Yahoo9/28/2026

REDLattice To Become Public Via $1.25B SPAC Transaction

By Karen Roman Cyber intelligence and technology provider REDL Intermediate Holdings, LLC (REDLattice) said it is going public through a combination with Bold Eagle Acquisition Corp. (Nasdaq: BEAG) and will […]

Yahoo9/28/2026

Jefferies (JEF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Jefferies (JEF) give a sense of how the business performed in the quarter ended August 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Yahoo9/28/2026

Jefferies Stock Falls Despite Earnings Beat and Record Banking Revenue

Jefferies Financial Group reported a 16% increase in quarterly profit, but its shares slipped after hours.

Yahoo9/28/2026

Jefferies (JEF) Surpasses Q3 Earnings and Revenue Estimates

Jefferies (JEF) delivered earnings and revenue surprises of +4.81% and +0.43%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

Yahoo9/28/2026

Jefferies (NYSE:JEF) Posts Better-Than-Expected Sales In Q3 CY2026

Investment banking firm Jefferies Financial Group (NYSE:JEF) reported revenue ahead of Wall Street’s expectations in Q3 CY2026, with sales up 8.5% year on year to $2.22 billion. Its GAAP profit of $1.08 per share was 8.8% above analysts’ consensus estimates.

Yahoo9/28/2026

Jefferies Announces Third Quarter 2026 Financial Results

NEW YORK, September 28, 2026--Jefferies Financial Group Inc. (NYSE: JEF):

Yahoo9/28/2026

Roblox Stock Falls After Jefferies Cuts It to Underperform

The firm expects the U.S. and Canada recovery to take longer and cost more than the market assumes

Yahoo9/28/2026

Roblox cut to Underperform as Jefferies questions bookings

Roblox Corp (NYSE:RBLX) was downgraded to "underperform" from "hold" by Jefferies, which viewed its 30% rally following second-quarter results as overly optimistic about bookings over the next 12 months. The broker maintained its $38 price target, implying 18% downside and a valuation of 19...

Yahoo9/28/2026

Jefferies Financial Gr Q3 Adj. EPS $1.09 Beats $0.93 Estimate, Sales $2.222B Beat $2.174B Estimate

Jefferies Financial Gr (NYSE:JEF) reported quarterly earnings of $1.09 per share which beat the analyst consensus estimate of $0.93 by 17.2 percent. This is a 7.92 percent increase over earnings of $1.01 per share from

Benzinga9/28/2026

Roblox Sinks 6% as Jefferies Cuts to Underperform With $38 Price Target; Take-Two Holds Flat, GameStop Dips

A Jefferies downgrade is landing directly on Roblox (NYSE:RBLX) while the rest of the video game group barely budges. Roblox stock is down 6% to $43.72 after Jefferies cut its rating to Underperform. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.52%, so the overall market is offering only a moderate drag against a […]

Yahoo9/28/2026

Stock Market Today: S&P 500, Dow, Nasdaq 100 Futures Fall as Rising Yields and Trump's Rejection of Hormuz Deal Spook Investors — LLY, PEP, JEF in Focus (UPDATED)

U.S. stock futures declined on Monday, as the Dow Jones, S&P 500, and Nasdaq 100 indices fell, following Friday's higher close.

Benzinga9/28/2026

Earnings Scheduled For September 28, 2026

Companies Reporting Before The Bell • Kandi Technologies Gr (NASDAQ:KNDI) is likely to report earnings for its first quarter. • Inventiva (NASDAQ:IVA) is expected to report quarterly loss at $0.20 per share on revenue

Benzinga9/28/2026

Dow Rises Sharply as Oil Retreats: Investor Sentiment Improves, but Greed Index Remains in ‘Fear’ Zone

Markets rose Friday, but CNN’s Fear & Greed Index edged to 37, staying in fear. Dow, S&P 500 and Nasdaq gained; Akamai rose on Anthropic deal.

Benzinga9/28/2026

Stock Market: Will S&P 500 Open Up or Down Today?

Will S&P 500 open higher? Polymarket odds plunge to 28% as Wall Street digests rising Treasury yields, resilient tech, and rebounding oil.

Benzinga9/28/2026

Jefferies Financial, Vail Resorts and 3 Stocks to Watch Heading Into Monday

Stocks in focus: Jefferies and IDT report earnings; Vail expects a loss; KLX raises Q3 guidance; Indonesia Energy reports a narrower H1 loss.

Benzinga9/28/2026

Earnings Volatility Watch: Micron Sets The Week, But Six Other Stocks Are Priced To Swing More

Micron headlines the week, up 276% in 2026, yet its implied earnings move trails CarMax, Jefferies and other names.

Benzinga9/27/2026

Jefferies Financial Group (JEF) Could Be 2% Below Fair Value Following New Bond Offerings

Jefferies Financial Group (JEF) has been active in the bond market, announcing new fixed income offerings that include 6.00% notes due 2030, floating rate notes due 2028, and 7.00% notes maturing in 2041. Jefferies Financial Group has seen its share price fall 24.87% year to date, including a drop of 10.26% over the past month, even though the 3 year total shareholder return of 41.47% and 5 year total shareholder return of 53.08% point to a stronger longer term record. As a result, recent...

Yahoo9/26/2026

Jefferies thinks 1 overlooked tech stock is coiled for 30% gains

A Wall Street veteran just highlighted a security tech company most investors have written off and pointed to a strong rebound.

Yahoo9/25/2026

Jefferies: Private Credit Losses And Slow Trading May Hit Q3 Results

Jefferies Financial Group is a Hold as private credit overhang and earnings volatility persist, despite shares trading at 1.4x TBV. Read more on JEF stock here.

SeekingAlpha9/25/2026

Jefferies to Host Investor Day on October 19, 2026

NEW YORK, September 25, 2026--As previously announced, Jefferies Financial Group Inc. (NYSE: JEF) will host its annual Investor Day on Monday, October 19, 2026, at 9:00 a.m. in Manhattan. The meeting will include management presentations from Rich Handler, our Chief Executive Officer, Brian Friedman, our President, and leaders of our major businesses, as well as an opportunity to present questions to management.

Yahoo9/25/2026

OKTA Stock Pulls Back From 4-Year High Despite Three Price Target Hikes: Jefferies Sees ‘More Pronounced’ Growth By 2027

Jefferies said customer confusion remains the biggest hurdle to adoption but expects AI agent momentum to support a "more pronounced" growth cycle by 2027.

Yahoo9/24/2026

Can JEF Scale Private Credit While Managing Point Bonita Headwinds?

Jefferies is expanding European private credit with $4 billion in lending capacity as Point Bonita's Radiant World exposure raises risk questions.

Yahoo9/23/2026

Gear Up for Jefferies (JEF) Q3 Earnings: Wall Street Estimates for Key Metrics

Besides Wall Street's top-and-bottom-line estimates for Jefferies (JEF), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended August 2026.

Yahoo9/23/2026

Jefferies Just Upgraded Arhaus Stock. Here's Why.

Arhaus stock rallies on a bullish Jefferies’ research note. Here’s why Jonathan Matuszewski remains positive on ARHS shares.

Yahoo9/21/2026

BA Receives A Target Cut From Jefferies - Firm Slashes Its Free Cash Flow Estimate

Jefferies lowered its Boeing price target and 2026 free cash flow forecast, with the firm expecting a longer path toward stable commercial aircraft production.

Yahoo9/21/2026

Jefferies cuts eBay target to $75 on EBITDA downside

Jefferies has reiterated its 'Underperform' rating on eBay Inc (NASDAQ:EBAY, XETRA:EBA) and cut its price target to $75 from $80, citing pressure on underlying earnings and slowing advertising growth. The broker lowered its 2027 and 2028 earnings before interest, taxes, depreciation and...

Yahoo9/21/2026

Jefferies Sets Jaw-Dropping S&P 500 Target for 2027

The bullish call hinges on profits, not richer valuations

Yahoo9/21/2026

Analysts Estimate Jefferies (JEF) to Report a Decline in Earnings: What to Look Out for

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.

Yahoo9/21/2026

Tough Times for Stockpickers: Passive Index Funds Continue To Dominate

A recent report by Jefferies shows that passive investing strategies are attracting an even greater share of investor inflows as stock-picking strategies underperform. Jefferies equity strategist Steven DeSanctis and his team wrote in a report Thursday that assets in passive U.S. equity exchange-traded funds and mutual funds hit $16.3 trillion as of July 31. “The sad reality is that active is struggling again this year and so we will most likely see this trend to continue in 2027,” the Jefferies analysts wrote.

Yahoo9/21/2026

S&P 500 To 9,000 By 2027? Analyst Breaks Down Bullish Thesis

According to a report from Investing.com, Jefferies has a year-end target of 8,000 for the index and eyes an increase to 9,000 by the end of 2027.

Yahoo9/21/2026

Jefferies stays bullish on S&P 500, sees 9,000 by end-2027

Investing.com -- Jefferies expects the S&P 500 to extend its gains through the end of 2026 and into next year, arguing that stronger-than-expected corporate earnings and continued artificial intelligence investment can outweigh risks from inflation, higher oil prices and elevated bond yields.

Yahoo9/20/2026

Jefferies Financial Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Jefferies will report Q3 earnings Sept. 28; analysts expect EPS of $1.00 and revenue of $2.2B, while recent price targets are mixed.

Benzinga9/18/2026

Jefferies to Benefit From Increased Investment Banking Momentum, Oppenheimer Says

Jefferies Financial (JEF) is poised to benefit from increased investment banking momentum in the thi

Yahoo9/17/2026

Sumitomo Financial Group Is Now An Interesting Value And Growth Play In The Banking Sector

SMFG stock outlook: higher Japan rates fuel gains as it pivots to asset-light profits. Still discounted vs peers amid Jefferies risk.

SeekingAlpha9/17/2026

Chips, Asset Managers and Consumer Names Slide After Warsh's Press Conference: The 10 Biggest Losers

ON Semiconductor, Carlyle and Coeur Mining led decliners in the hour after the Fed chair spoke. Economists split on whether October or December brings another hike.

Benzinga9/16/2026

Why Jefferies Is Bullish on Formula One Stock Now

Jefferies’ bullish $115 target puts FWONK stock in the spotlight as the company's global popularity and premium sports assets create a compelling path for growth.

Yahoo9/15/2026

McDonald's target falls to $325, but Jefferies keeps faith in recovery

McDonald's Corp (NYSE:MCD, XETRA:MDO) retained Jefferies' backing despite a price target cut to $325 from $350, with management still needing to convince investors that a sales recovery is achievable. Shares traded down 1% to $253.67 on September 15, as the broker maintained its...

Yahoo9/15/2026

Jefferies favors senior housing in healthcare REIT coverage launch

Investing.com -- On Tuesday, Jefferies launched coverage of large-cap U.S. healthcare real estate investment trusts, favoring senior housing as its preferred way to play the sector.

Yahoo9/15/2026

Adobe Q3 ‘Uneventful’ Even As AI ARR Tops $650M, Jefferies Says — Citi Flags Slowing Growth

Adobe raised full-year revenue and earnings targets after record third-quarter revenue. Jefferies and Citi cut price targets, according to TheFly.

Yahoo9/11/2026

UBS Maintains Neutral on Jefferies Financial Gr, Lowers Price Target to $61

UBS analyst Michael Brown maintains Jefferies Financial Gr (NYSE:JEF) with a Neutral and lowers the price target from $65 to $61.

Benzinga9/11/2026

BMO Capital Maintains Market Perform on Jefferies Financial Gr, Lowers Price Target to $57

BMO Capital analyst Brennan Hawken maintains Jefferies Financial Gr (NYSE:JEF) with a Market Perform and lowers the price target from $60 to $57.

Benzinga9/11/2026

Jefferies (JEF) Linked Fund Faces Nearly $500M in Reported Radiant Exposure. Is the Parent Protected?

Jefferies Financial Group Inc. (NYSE:JEF) faces renewed scrutiny of its trade-finance business after Reuters, citing the Financial Times, reported on September 5 that LAM Trade Finance Group II had nearly $500 million of exposure to Radiant World, its founder, and another entity. The reported London freezing order covered up to $499 million. On September 7, […]

Yahoo9/10/2026

August US Overall Consumer Prices Expected to Rise by 0.4%, Core Prices Up 0.2%

The US Consumer Price Index is expected to increase by 0.4% in August after a 0.1% gain in July, acc

Yahoo9/10/2026

American Eagle stock slides on continued brand pressure

American Eagle Outfitters Inc. (NYSE:AEO) shares fell nearly 16% Thursday after mixed second-quarter results, with revenue modestly above consensus even as reported earnings got a significant boost from tariff refunds. Consolidated sales rose 8% to $1.38 billion, with comparable sales up 6%,...

Yahoo9/10/2026

Adobe set for inline Q3 results as new CEO era begins amid AI valuation reset

Adobe Inc (NASDAQ:ADBE) is expected to report fiscal third-quarter results largely in line with guidance, according to Jefferies, as investors weigh a surprise leadership change alongside ongoing questions about the software giant's ability to fend off disruption from AI-native...

Yahoo9/10/2026

'Jefferies to Wind Down Outsourced Fixed-Income Trading Business' - Bloomberg

https://www.bloomberg.com/news/articles/2026-09-09/jefferies-to-wind-down-outsourced-fixed-income-trading-business

Benzinga9/9/2026

Yields Rise to New Highs After $6 Billion Treasury Buyback Announcement

Treasury Secretary Scott Bessent will up the department’s long-term bond purchase operation to $6 billion. The Treasury Department, in its preliminary announcement Wednesday morning, said that it plans to buy a maximum of $6 billion worth of bonds expiring in 10 to 20 years in its Thursday operation. Strategists had varying expectations, but generally expected the Treasury to surpass $4 billion.

Yahoo9/9/2026

Summit Therapeutics shares gain after Jefferies upgrades stock to Buy

Summit Therapeutics (NASDAQ:SMMT) shares rose 5. 8% in premarket trading on Wednesday after Jefferies upgraded the biopharmaceutical company to Buy from Hold and increased its price target to $25 from $15.

Yahoo9/9/2026

'Jefferies Fund Wins Singapore Asset Freeze Against Radiant World' - Bloomberg News

https://www.bloomberg.com/news/articles/2026-09-09/jefferies-fund-wins-singapore-asset-freeze-against-radiant-world

Benzinga9/9/2026

Jefferies Credit Partners Announces $4 Billion Capacity for Its European Direct Lending Strategy Anchored by First Close of Inaugural European Direct Lending Fund Backed by Allianz Global Investors

NEW YORK & LONDON, September 09, 2026--Jefferies Credit Partners ("JCP"), a leading private credit manager and the asset management division of Jefferies Finance LLC ("Jefferies Finance"), announced approximately $4 billion lending capacity for its European institutional direct lending strategy. The flagship fund related to this strategy is anchored by commitments from Allianz Global Investors, with investments from South Carolina Retirement System Investment Commission and other institutional i

Yahoo9/9/2026

Jefferies: The $500 Million Radiant Exposure Looks Worse Than The Math

Jefferies (JEF) weighs $500M Point Bonita exposure but only ~$29.5M direct risk; strong Q2 results support a Hold at 1.06x book.

SeekingAlpha9/8/2026

Clean Energy Fuels (CLNE) Stock Sees Fair Value Cut As Analysts Turn Cautious

The latest update on Clean Energy Fuels includes a trim to its assessed fair value, with the price target moving from US$4.49 to US$4.03, a reduction of about 10%. Analysts link this shift to a more cautious stance on how quickly current renewable natural gas and hydrogen projects can translate into earnings that support the stock’s valuation. As you read on, you will see how this revised price target fits into the broader narrative and what it might mean for tracking Clean Energy Fuels over...

Yahoo9/6/2026

CPB Stock Heads For Worst Week Since March: Jefferies Sees 2027 'Shaping Up As A Difficult Year' After Dividend Cut

Jefferies lowered its price target for Campbell's, citing challenging fiscal 2027 guidance.

Yahoo9/4/2026

Jefferies launches nuclear coverage on $55tn capex outlook to 2100

Investing.com -- Jefferies has launched coverage on several nuclear companies, forecasting roughly $55 trillion of nuclear-related capital spending through 2100 as data center power demand, wider electrification and climate stress on aging plants drive a decades-long investment cycle.

Yahoo9/3/2026

Jefferies raises long-term uranium prices outlook

Investing.com -- Jefferies has raised its long-term uranium price forecast to $95 a pound, from $70, arguing that higher costs and execution risk mean current pricing is too low to finance the new supply the market will need.

Yahoo9/3/2026

Baron Focused Growth Fund Q2 2026 Portfolio Update

The Fund's weightings are significantly different than those of the Benchmark, which explains why the Fund has such high active share of almost 100%. Read more here.

SeekingAlpha9/3/2026

Related Stocks (Peers)

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Recent Insider Transactions

DateNameShares ChangedPriceValue
2026-08-28Larson Matthew Scott+746$53.09$39,605
2026-08-28Weiler Melissa+165$53.09$8,760
2026-08-28Sharp Michael J.+746$53.09$39,605
2026-08-28Ellis-Kirk Matrice+165$53.09$8,760
2026-08-28O Kane Michael T+538$53.09$28,562
2026-08-28FRIEDMAN BRIAN P+29,016$53.09$1,540,459
2026-08-28HANDLER RICHARD B+75,531$53.09$4,009,941
2026-08-28BEYER ROBERT D+501$53.09$26,598
2026-08-07FRIEDMAN BRIAN P-81,734--
2026-07-15SUMITOMO MITSUI FINANCIAL GROUP, INC.+5,906,542$54.86$324,032,894
2026-07-15SUMITOMO MITSUI FINANCIAL GROUP, INC.+5,906,542$53.96$318,717,006
2026-07-10SUMITOMO MITSUI FINANCIAL GROUP, INC.+3,769,500--
2026-07-10SUMITOMO MITSUI FINANCIAL GROUP, INC.-3,769,500--
2026-06-30SUMITOMO MITSUI FINANCIAL GROUP, INC.-55,125--
2026-06-30SUMITOMO MITSUI FINANCIAL GROUP, INC.+27,562,500--
2026-05-29Larson Matthew Scott+746$52.72$39,329
2026-05-29Weiler Melissa+165$52.72$8,699
2026-05-29Sharp Michael J.+746$52.72$39,329
2026-05-29Ellis-Kirk Matrice+165$52.72$8,699
2026-05-29O Kane Michael T+538$52.72$28,363
2026-05-29FRIEDMAN BRIAN P+29,003$52.72$1,529,038
2026-05-29HANDLER RICHARD B+97,136$52.72$5,121,010
2026-05-29HANDLER RICHARD B-10,545$52.94$558,252
2026-05-29BEYER ROBERT D+501$52.72$26,413
2026-05-28FRIEDMAN BRIAN P-464--
2026-05-28HANDLER RICHARD B-487--
2026-05-23HANDLER RICHARD B-1,440,307$52.43$75,515,296
2026-05-06FRIEDMAN BRIAN P0$51.88-
2026-05-06FRIEDMAN BRIAN P-1$51.91$52
2026-05-01SUMITOMO MITSUI FINANCIAL GROUP, INC.+6,429,337$48.22$310,022,630
2026-04-27SUMITOMO MITSUI FINANCIAL GROUP, INC.+9,247,081--
2026-04-27SUMITOMO MITSUI FINANCIAL GROUP, INC.-9,247,081--
2026-03-26Weiler Melissa+5,461$40.28$219,969
2026-03-26Gilmartin MaryAnne+5,461$40.28$219,969
2026-03-26Katz Jacob M+5,461$40.28$219,969
2026-03-26Adamany Linda+5,461$40.28$219,969
2026-03-26Ellis-Kirk Matrice+5,461$40.28$219,969
2026-03-26O Kane Michael T+5,461$40.28$219,969
2026-03-26JONES THOMAS W+5,461$40.28$219,969
2026-03-26BEYER ROBERT D+5,461$40.28$219,969
2026-03-02HANDLER RICHARD B+259,010--
2026-03-02HANDLER RICHARD B-259,010--
2026-02-27Larson Matthew Scott+877$44.4$38,939
2026-02-27Weiler Melissa+145$44.4$6,438
2026-02-27Sharp Michael J.+877$44.4$38,939
2026-02-27Ellis-Kirk Matrice+145$44.4$6,438
2026-02-27O Kane Michael T+633$44.4$28,105
2026-02-27FRIEDMAN BRIAN P+34,769$44.4$1,543,744
2026-02-27HANDLER RICHARD B+114,947$44.4$5,103,647
2026-02-27BEYER ROBERT D+540$44.4$23,976
2026-02-09HANDLER RICHARD B+81,076--
2026-02-09HANDLER RICHARD B-81,076--
2026-02-02FRIEDMAN BRIAN P-472,804--
2026-01-14HANDLER RICHARD B+122,421--
2026-01-14HANDLER RICHARD B+2,105--
2026-01-14HANDLER RICHARD B-124,526--
2026-01-07HANDLER RICHARD B+130,471--
2026-01-07HANDLER RICHARD B-130,471--
2026-01-02FRIEDMAN BRIAN P-3,000--
2026-01-02FRIEDMAN BRIAN P+1,800--
2026-01-02FRIEDMAN BRIAN P-1,800--
2026-01-02HANDLER RICHARD B-600--
2025-12-16FRIEDMAN BRIAN P-187,121$61.16$11,444,320
2025-12-16HANDLER RICHARD B-622--
2025-12-16HANDLER RICHARD B-219,497$61.16$13,424,437
2025-12-12HANDLER RICHARD B+128,163--
2025-12-12HANDLER RICHARD B-128,163--
2025-12-10FRIEDMAN BRIAN P+121,300$61.83$7,499,979
2025-12-10FRIEDMAN BRIAN P+121,300$61.83$7,499,979
2025-12-10FRIEDMAN BRIAN P-22,613--
2025-12-10HANDLER RICHARD B+121,300$61.83$7,499,979
2025-12-10HANDLER RICHARD B+121,300$61.83$7,499,979
2025-12-10HANDLER RICHARD B-23,742--
2025-11-26Larson Matthew Scott+676$57.23$38,687
2025-11-26Weiler Melissa+112$57.23$6,410
2025-11-26Sharp Michael J.+676$57.23$38,687
2025-11-26Ellis-Kirk Matrice+112$57.23$6,410
2025-11-26O Kane Michael T+488$57.23$27,928
2025-11-26FRIEDMAN BRIAN P+27,747$57.23$1,587,961
2025-11-26HANDLER RICHARD B+90,024$57.23$5,152,074
2025-11-26BEYER ROBERT D+416$57.23$23,808
2025-11-05HANDLER RICHARD B+231,268--
2025-11-05HANDLER RICHARD B-231,268--
2025-11-05HANDLER RICHARD B+2,880--
2025-11-05HANDLER RICHARD B-2,880--
2025-10-17Sharp Michael J.+96,711--
2025-10-17Larson Matthew Scott+96,711--