Jefferies Financial Group
JEF
Market cap $11.3B

54.69 USD

-1.00

1.80%

At close Jul 11, 4:00 PM EDT

After hours

54.50

-0.19

0.35%

1 day

-1.80%

5 days

-3.46%

1 month

2.24%

3 months

27.90%

6 months

-22.84%

Year to date

-30.79%

1 year

2.34%

5 years

251.70%

10 years

142.64%

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: 7,701

Financials Capital Markets

0

Funds holding %

of 7,312 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

69% more call options, than puts

Call options by funds: $94.2M | Put options by funds: $55.6M

4% less funds holding

Funds holding: 578 [Q4 2024] → 554 (-24) [Q1 2025]

5.93% less ownership

Funds ownership: 74.15% [Q4 2024] → 68.21% (-5.93%) [Q1 2025]

12% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 101

18% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 206

37% less capital invested

Capital invested by funds: $11.9B [Q4 2024] → $7.53B (-$4.42B) [Q1 2025]

44% less funds holding in top 10

Funds holding in top 10: 18 [Q4 2024] → 10 (-8) [Q1 2025]

See Fund Rankings

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$54

1%

downside

Avg. target

$58

6%

upside

High target

$62

13%

upside

2 analyst ratings

1 positive

50%

1 neutral

50%

0 negative

0%

Morgan Stanley Ryan Kenny	1%downside $54	Equal-Weight Maintained	26 Jun 2025
Goldman Sachs James Yaro	13%upside $62	Buy Maintained	15 May 2025

See Analyst Rankings

Financial journalist opinion

Based on 10 articles about JEF published over the past 30 days

Jefferies: Q2 Earnings Set A Positive Tone For M&A Outlook (Rating Upgrade)

Upgrading Jefferies from 'hold' to 'buy' due to a more attractive valuation and resilient outlook despite recent volatility. Q2 results showed YoY revenue declines, but segment performance exceeded expectations given macro uncertainty, especially with client confidence rebounding in May. Management was optimistic with regard to the deal activity outlook and set the tone in anticipation of bulge bracket investment banks' earnings.

Jefferies: Q2 Earnings Set A Positive Tone For M&A Outlook (Rating Upgrade)

Zacks Investment Research

JEF Q2 Earnings Meet Estimates on Solid Capital Markets, Stock Down

Jefferies posts second-quarter fiscal 2025 earnings in line with estimates, but a drop in IB revenues and rising expenses drag shares down 2.5%.

JEF Q2 Earnings Meet Estimates on Solid Capital Markets, Stock Down

Zacks Investment Research

Compared to Estimates, Jefferies (JEF) Q2 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Jefferies (JEF) give a sense of how the business performed in the quarter ended May 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, Jefferies (JEF) Q2 Earnings: A Look at Key Metrics

Zacks Investment Research

Jefferies (JEF) Q2 Earnings Match Estimates

Jefferies (JEF) came out with quarterly earnings of $0.43 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.67 per share a year ago.

Jefferies (JEF) Q2 Earnings Match Estimates

The Motley Fool

Jefferies Works Through Tough Markets

Here's our initial take on Jefferies Financial Group's (JEF 1.32%) fiscal second-quarter financial report.

Jefferies Works Through Tough Markets

Jefferies posts profit plunge on weak equity underwriting; eyes rebound later in 2025

Jefferies' profit fell nearly 40% in the second quarter as equity underwriting weakness offset gains from merger advisory fees, but the investment bank said dealmaking could rebound later in 2025 as the economic outlook becomes clearer.

Jefferies posts profit plunge on weak equity underwriting; eyes rebound later in 2025

Jefferies Announces Second Quarter 2025 Financial Results

NEW YORK--(BUSINESS WIRE)--Jefferies Financial Group Inc. (NYSE: JEF): Q2 Financial Highlights $ in thousands, except per share amounts Quarter End Year-to-Date 2Q25 2Q24 2025 2024 Net earnings attributable to common shareholders $ 88,017 $ 145,736 $ 215,955 $ 295,377 Diluted earnings per common share from continuing operations $ 0.40 $ 0.64 $ 0.97 $ 1.34 Return on adjusted tangible shareholders' equity from continuing operations1 5.5 % 9.1 % 6.9.

Jefferies Announces Second Quarter 2025 Financial Results

Jefferies to Report Second-Quarter Earnings. Wall Street Expects Profit to Drop 30%.

Jefferies investors could be in for a rough Wednesday night.

Jefferies to Report Second-Quarter Earnings. Wall Street Expects Profit to Drop 30%.

Zacks Investment Research

Wall Street's Insights Into Key Metrics Ahead of Jefferies (JEF) Q2 Earnings

Get a deeper insight into the potential performance of Jefferies (JEF) for the quarter ended May 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Wall Street's Insights Into Key Metrics Ahead of Jefferies (JEF) Q2 Earnings

Zacks Investment Research

Earnings Preview: Jefferies (JEF) Q2 Earnings Expected to Decline

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.

Earnings Preview: Jefferies (JEF) Q2 Earnings Expected to Decline

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