Jefferies Financial Group
About: Jefferies is a full-service investment banking and capital markets firm that was founded in 1962. After nearly 30 years of focusing on institutional trading services, it entered the investment banking industry in the early 1990s, which ultimately grew into the core business. In 2013, Jefferies merged with Leucadia, a manufacturing-focused holding company. Since merging, Jefferies became the bedrock of the business as the bulk of the legacy portfolio was sold off and the parent company was renamed to match the subsidiary. Within the investment banking landscape, Jefferies predominately serves the North American middle market and has captured considerable market share over the past decade.
Employees: 7,671
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
145% more call options, than puts
Call options by funds: $143M | Put options by funds: $58.3M
15% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 179
1.56% more ownership
Funds ownership: 68.3% [Q1] → 69.87% (+1.56%) [Q2]
5% more capital invested
Capital invested by funds: $7.54B [Q1] → $7.89B (+$356M) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 10 [Q1] → 10 (+0) [Q2]
5% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 78
2% less funds holding
Funds holding: 558 [Q1] → 545 (-13) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
|
Morgan Stanley
Ryan Kenny
|
$72
|
Equal-Weight
Maintained
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8 Sep 2025 |
Financial journalist opinion
Based on 6 articles about JEF published over the past 30 days
