Jefferies Financial Gr Azioni (NYSE: JEF)

Jefferies Financial Gr (NYSE:JEF) Azioni

Jefferies Financial Gr

Jefferies Financial Group Inc is a full-service investment banking and capital markets firm. It has two reportable segments; Investment Banking and Capital Markets which is also the majority revenue generating segment, includes securities, commodities, corporate lending, futures and foreign exchange capital markets activities and its investment banking business, which provides underwriting and financial advisory services to clients across different sectors. The Asset Management reportable business segment provides alternative investment management services to investors in the U.S. and overseas and generates investment income from capital invested in and managed by it or its affiliated asset managers. Operates geographically in America, Europe and Middle East, Asia Pasific.

Warren Buffett’s Annual Letter Spotlights Some Big Lessons For Investors

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Il leggendario stock picker Warren Buffett si è rifiutato di includere le criptovalute, tra cui il Bitcoin (CRYPTO: BTC), nel portafoglio della sua società Berkshire Hathaway Inc. (NYSE:BRK) (NYSE:

Warren Buffett e Bitcoin: quale segreto nasconde il portafoglio di Berkshire?

Jefferies Financial Group Inc. Common Stock

Jefferies Financial Group Inc

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Goldman Sachs Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) is the latest investment bank to predict a recession for the U.S. economy over the next 12 months, with the odds being raised to 45%, from its previous prediction of 35%. Amidst <a href="https://www.benzinga.com/25/04/44662164/us-stock-futures-slump-following-massive-tariff-induced-selloff-experts-warn-of-a-brewing-great-depression-like-pattern">all this chaos and uncertainty</a>, however, there is a silver lining for the tech giants and their executives.
What Happened: On Sunday night, Goldman Sachs published a note raising its recession probability forecast from 35% to 45%, citing the sharp tightening of financial conditions and a spike in policy uncertainty. Just a month ago, it raised the probability from 20% to 35%, stating that economic fundamentals weren&#8217;t as robust as in the prior years.
See More: <a href="https://www.benzinga.com/25/04/44662249/end-of-cheap-clothing-era-tariffs-to-hit-apparel-industry-hard">Tariffs Threaten To End Era Of Cheap Clothing — Apparel Industry Faces Major Price Shock Under Trump Policy</a>
The bank now follows JPMorgan Cash &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), which <a href="http://benzinga.com/economics/macro-economic-events/25/04/44645681/jpmorgan-raises-recession-risk-to-60-as-largest-us-tax-hike-in-60-years-hits-global-economy">made a similar prediction last week</a>, hiking the odds of a global recession to 60%.
While none of this sounds good, Jefferies Financial Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>) analysts believe that this, along with the Donald Trump administration&#8217;s tariffs, can be a &#8216;Free Hall Pass&#8217; for tech companies to revamp their financial guidance.
According to the firm&#8217;s lead analyst Brent Thill, companies can use this crisis to aim for &#8216;lower estimates that are more achievable and can help boost investor sentiments and stock performance,&#8217; as <a href="https://markets.businessinsider.com/news/stocks/tariffs-free-hall-pass-to-reset-big-tech-profit-guidance-2025-4">reported</a> by Business Insider. 
The firm&#8217;s analysts then cut their Price Targets for Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), among 29 leading tech stocks.
Why It Matters: The analysts noted that besides the obvious first and second order impacts of the tariffs, both Meta and Amazon generate significant revenue from Chinese advertisers trying to reach global audiences, which is now under pressure.
However, analysts have asked the tech giants to use this as an opportunity to reset their guidance to move conservative figures, something that better reflects new market realities.
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Goldman Sachs Raises Risk Of Recession to 45%: Jefferies Calls Tariffs a 'Free Hall Pass' For Tech Giants To Reset Their Goals

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Shares of capital market companies are trading lower as markets react to President Trump's announcement of sweeping tariffs.

Legendary stock picker Warren Buffett has refused to include cryptocurrencies, including Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), in his firm Berkshire Hathaway Inc.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) portfolio, but the holding company, interestingly, has exposure to a firm that pitches the apex cryptocurrency as an inflation hedge.
What happened: According to the latest 13F filing, Berkshire Hathaway holds 433,558 shares of financial services company Jefferies Financial Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>), worth nearly $34 million.
The New York City-headquartered firm operates in investment banking and capital markets, and asset management businesses.
Notably, Jefferies holds a sizeable stake in iShares Bitcoin Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>), the world's largest spot exchange-traded Bitcoin fund. Filings with the SEC revealed that Jefferies owned 1,615,731 shares of IBIT, valued at over $85 million.
See Also:<a href="https://www.benzinga.com/24/12/42735744/pharma-bro-martin-shkreli-predicts-doom-for-michael-saylors-microstrategy-as-stock-dips-below-300-in-after-hours-trading"> </a><a href="https://www.benzinga.com/25/04/44621245/gold-backed-cryptos-match-yellow-metals-highs-following-trumps-liberation-day-shock">Bitcoin Reeling From Trump&#8217;s &#8216;Liberation Day&#8217; Shock But These Gold-Backed Coins Are Killing It This Year</a>
The investment likely stemmed from its bullish long-term view about the leading digital asset.
Jefferies deemed Bitcoin as a "critical hedge" against fiat debasement and inflation, <a href="https://www.cnbc.com/2023/10/05/bitcoin-is-a-critical-hedge-against-currency-debasement-and-return-of-inflation-jefferies-says.html">according </a>to an October 2023 report by CNBC.
The investment bank said Bitcoin's insurance policy narrative gained traction following the <a href="https://www.benzinga.com/news/23/06/32705921/us-banking-crisis-spurs-756-billion-capital-surge-into-cash-funds-says-bank-of-america">U.S. banking crisis</a> earlier in the year, and it recommended a 10% allocation to the asset for U.S. dollar-based long-term global investors.
This optimism sharply contrasted with Buffett&#8217;s dismissive attitude toward Bitcoin. The &#8220;Oracle of Omaha&#8221; called Bitcoin &#8220;probably rat poison squared&#8221; during Berkshire Hathaway&#8217;s annual&nbsp;<a href="https://www.benzinga.com/general/24/03/37513063/warren-buffett-says-he-wouldnt-pay-25-for-all-the-bitcoin-in-the-world-he-considers-crypto-rat-poiso" target="_blank" rel="noreferrer noopener">shareholder</a>&nbsp;meeting in 2018 and predicted a &#8220;bad ending&#8221; for the cryptocurrency.
Price Action:&nbsp; At the time of writing, Bitcoin was exchanging hands at $83,315.66, down 1.03% in the last 24 hours, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;380nj0&#x2A;_ga&#x2A;MTEyOTAyOTcxMy4xNzEzMzY0NTYy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDk4MzIzMi42LjEuMTcxNDk4OTE0Ni4wLjAuMA..">data from Benzinga Pro</a>. Year-to-date, the asset has slid 11.84%.
Shares of Berkshire Hathaway fell 2.09% in after-hours trading, after closing 0.89% higher at 537.72 during Wednesday&#8217;s regular session. Jefferies stock closed 2.99% higher at $55.14.
Berkshire Hathaway stock demonstrated a good momentum and value score as of this writing. To see how Jefferies and other financial stocks rank in these categories, <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">visit </a>Benzinga Edge Stock Rankings.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="441" height="172" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/03022349/Screenshot-2025-04-03-114944.png" alt="" class="wp-image-854549" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/03022349/Screenshot-2025-04-03-114944.png 441w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/03022349/Screenshot-2025-04-03-114944-300x117.png 300w" sizes="(max-width: 441px) 100vw, 441px" /></figure>
Image via Shutterstock
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Warren Buffett Avoids Bitcoin, But Do You Know Berkshire Hathaway Owns Stake In A Company That Pitches BTC As 'Critical' Inflation Hedge

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Shares of banks and financial services stocks are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

Jefferies Financial Gr's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>) short percent of float has fallen 19.5% since its last report. The company recently reported that it has 2.22 million shares sold short, which is 1.28% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.0 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Jefferies Financial Gr Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743177625_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Jefferies Financial Gr has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Jefferies Financial Gr's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Jefferies Financial Gr's peer group average for short interest as a percentage of float is 3.40%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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What's Driving the Market Sentiment Around Jefferies Financial Gr?

Morgan Stanley analyst Ryan Kenny maintains Jefferies Financial Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>) with a Overweight and lowers the price target from $81 to $75.

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Morgan Stanley Maintains Overweight on Jefferies Financial Gr, Lowers Price Target to $75

Jefferies Financial Group shares are trading lower after the company reported Q1 financial results and missed its revenue estimate.

Jefferies Financial Group shares are trading lower following a Q1 revenue miss.

Earnings

Earnings Misses

Jefferies Financial Gr Q1 2025 GAAP EPS $0.57 May Not Compare To $1.04 Estimate, Total Net Revenues $1.593B Miss $1.863B Estimate

<h3>Companies Reporting Before The Bell</h3>
• Allurion Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALUR#NYSE">ALUR</a>) is estimated to report quarterly loss at $5.00 per share on revenue of $5.60 million. 
• Dollar Tree (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) is projected to report quarterly earnings at $2.18 per share on revenue of $8.23 billion. 
• Chewy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>) is projected to report quarterly earnings at $0.05 per share on revenue of $3.20 billion. 
• Titan America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TTAM#NYSE">TTAM</a>) is expected to report quarterly earnings at $0.21 per share on revenue of $384.72 million. 
• Cintas (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTAS#NASDAQ">CTAS</a>) is likely to report quarterly earnings at $1.06 per share on revenue of $2.60 billion. 
• SailPoint (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIL#NASDAQ">SAIL</a>) is expected to report quarterly loss at $0.03 per share on revenue of $202.71 million. 
• REX American Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REX#NYSE">REX</a>) is estimated to report quarterly earnings at $0.27 per share on revenue of $152.00 million. 
• CollPlant Biotechnologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLGN#NASDAQ">CLGN</a>) is estimated to report quarterly earnings at $0.00 per share on revenue of $358 thousand. 
• Target Hospitality (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TH#NASDAQ">TH</a>) is expected to report quarterly earnings at $0.07 per share on revenue of $80.10 million. 
• JinkoSolar Holding Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JKS#NYSE">JKS</a>) is estimated to report quarterly loss at $0.46 per share on revenue of $3.59 billion. 
• BRP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOOO#NASDAQ">DOOO</a>) is expected to report quarterly earnings at $0.62 per share on revenue of $1.35 billion. 
• Canaan (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAN#NASDAQ">CAN</a>) is expected to report quarterly loss at $0.14 per share on revenue of $88.50 million. 
• Precision BioSciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DTIL#NASDAQ">DTIL</a>) is expected to report quarterly loss at $2.94 per share on revenue of $4.28 million. 
• Cheetah Mobile (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMCM#NYSE">CMCM</a>) is expected to report earnings for its fourth quarter. 
• Paychex (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAYX#NASDAQ">PAYX</a>) is projected to report quarterly earnings at $1.48 per share on revenue of $1.51 billion. 
• Zhihu (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZH#NYSE">ZH</a>) is projected to report earnings for its fourth quarter. 
<h3>Companies Reporting After The Bell</h3>
• Snail (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNAL#NASDAQ">SNAL</a>) is estimated to report earnings for its fourth quarter. 
• Integra Resources (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/ITRG#AMEX">ITRG</a>) is likely to report earnings for its fourth quarter. 
• TAT Techs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TATT#NASDAQ">TATT</a>) is likely to report earnings for its fourth quarter. 
• Envela (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/ELA#AMEX">ELA</a>) is likely to report quarterly earnings at $0.05 per share on revenue of $40.63 million. 
• 3D Sys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DDD#NYSE">DDD</a>) is projected to report quarterly loss at $0.11 per share on revenue of $114.96 million. 
• BioCardia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BCDA#NASDAQ">BCDA</a>) is projected to report quarterly loss at $0.87 per share on revenue of $20 thousand. 
• Oxbridge Re Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OXBR#NASDAQ">OXBR</a>) is projected to report earnings for its fourth quarter. 
• Durect (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DRRX#NASDAQ">DRRX</a>) is estimated to report quarterly loss at $0.02 per share on revenue of $6.91 million. 
• Journey Medical (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DERM#NASDAQ">DERM</a>) is estimated to report quarterly loss at $0.15 per share on revenue of $14.21 million. 
• Zepp Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZEPP#NYSE">ZEPP</a>) is expected to report earnings for its fourth quarter. 
• FGI Industries (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FGI#NASDAQ">FGI</a>) is projected to report quarterly loss at $0.03 per share on revenue of $33.09 million. 
• Jefferies Financial Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>) is projected to report quarterly earnings at $1.13 per share on revenue of $1.97 billion. 
• Microvision (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MVIS#NASDAQ">MVIS</a>) is estimated to report quarterly loss at $0.08 per share on revenue of $2.10 million. 
• H.B. Fuller (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FUL#NYSE">FUL</a>) is projected to report quarterly earnings at $0.63 per share on revenue of $797.68 million. 
• Dyadic International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DYAI#NASDAQ">DYAI</a>) is expected to report quarterly loss at $0.06 per share on revenue of $1.35 million. 
• Usio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/USIO#NASDAQ">USIO</a>) is expected to report quarterly earnings at $0.00 per share on revenue of $21.40 million. 
• Verint Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNT#NASDAQ">VRNT</a>) is estimated to report quarterly earnings at $1.27 per share on revenue of $276.82 million. 
• Concentrix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CNXC#NASDAQ">CNXC</a>) is estimated to report quarterly earnings at $3.01 per share on revenue of $2.47 billion. 
• Spruce Power Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPRU#NYSE">SPRU</a>) is projected to report earnings for its fourth quarter. 
• Steelcase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCS#NYSE">SCS</a>) is likely to report quarterly earnings at $0.21 per share on revenue of $790.90 million. 
• Guardian Pharmacy Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRDN#NYSE">GRDN</a>) is projected to report quarterly earnings at $0.20 per share on revenue of $320.52 million. 
• Perspective Therapeutics (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/CATX#AMEX">CATX</a>) is expected to report quarterly loss at $0.26 per share on revenue of $232 thousand. 
• MillerKnoll (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLKN#NASDAQ">MLKN</a>) is projected to report quarterly earnings at $0.44 per share on revenue of $918.88 million. 
• Alvotech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALVO#NASDAQ">ALVO</a>) is estimated to report quarterly loss at $0.01 per share on revenue of $87.50 million. 
• Inventiva (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IVA#NASDAQ">IVA</a>) is estimated to report earnings for its Fiscal Year 2024. 
• Petco Health and Wellness (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WOOF#NASDAQ">WOOF</a>) is projected to report quarterly earnings at $0.01 per share on revenue of $1.56 billion. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Earnings Scheduled For March 26, 2025

Oppenheimer analysts Chris Kotowski and Kevin Tripp provided expectations <a target="_blank" href="https://www.benzinga.com/quote/gs/analyst-ratings" rel="noreferrer noopener">on financial stocks for this year</a>.
The analysts write that, at the start of the year, they were optimistic about a significant rebound in M&amp;A and financing activity.
The key factors for a bullish stance at that time included higher demand after relatively quiet M&amp;A years in 2023 and 2024, tightened credit spreads, and peaking interest rates that were stable to lower.
Nevertheless, there has been no clear sign of an M&amp;A rebound so far this year. Disclosed M&amp;A activity is up just 2.4% year-to-date and equity capital markets (ECM) is up 2.7%, adds the analyst.
Also, the analysts are concerned that the current uncertainties around tariffs, fiscal "detox,&#8221; and the disruption of long-standing trade and security arrangements may pause in M&amp;A activity.
Consequently, the analysts slashed the estimates for Goldman Sachs Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) and Jefferies Financial Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>).
This reflects subdued Dealogic revenue projections and an assumption that investment banking revenues will remain flat for the remaining three quarters of 2025, compared to prior expectation of a return to a normal investment banking &#8220;wallet&#8221; growth <a target="_blank" href="https://www.benzinga.com/quote/jef/analyst-ratings" rel="noreferrer noopener">aligned with GDP, adds the analyst</a>.
Notably, the analysts had earlier set the 2025 investment banking revenue forecasts to increase by 32% (still below 2021 levels) and 14%, respectively.
Also, 2026 estimates are revised assuming the year starts at current levels and ends with a normalized wallet relative to GDP, adds the analyst.
Consequently, they have reduced 2025 and 2026 estimates by 12.5% and 6.9% for Goldman Sachs and 20.7% and 10.5% for Jefferies, respectively.
Apart from this, the analysts downgraded The Carlyle Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CG#NASDAQ">CG</a>) <a target="_blank" href="https://www.benzinga.com/quote/cg/analyst-ratings" rel="noreferrer noopener">to Perform from Outperform</a>.
The analysts believe that the company is highly reliant on returning significant capital to LPs to support the next generation of flagship private equity funds.
While CG has several matured investments ready for monetization, this process is likely to be more challenging than initially anticipated, adds the analysts.
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Equities

Downgrades

Oppenheimer Analysts Slash Estimates For Goldman Sachs, Jefferies Amid Subdued M&A Activity

Oppenheimer analyst Chris Kotowski downgrades Jefferies Financial Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>) from Outperform to Perform.

Oppenheimer Downgrades Jefferies Financial Gr to Perform

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Shares of banks and financial services stocks are trading higher amid an overall market rebound following recent weakness.

Morgan Stanley analyst Ryan Kenny maintains Jefferies Financial Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>) with a Overweight and lowers the price target from $92 to $81.

Morgan Stanley Maintains Overweight on Jefferies Financial Gr, Lowers Price Target to $81

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Shares of companies within the broader financial sector are trading lower amid economic worries driven by tariffs and trade policies. Investors may be expecting a decline in investment and consumer spending, which may also be weighing on the industry.

Shares of banking and financial services stocks are trading lower amid overall market weakness on rising yields and trade uncertainty.

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Shares of companies within the broader financial sector are trading lower amid President Trump's decision to implement tariffs.

Shares of companies in the broader financial services sector are trading lower amid overall market uncertainty after president Trump confirmed Mar 4 tariffs.

In a recent SEC filing, it was revealed that BRIAN FRIEDMAN, President at Jefferies Financial Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>), made a noteworthy insider purchase on February 28,.
What Happened: FRIEDMAN demonstrated confidence in Jefferies Financial Gr by purchasing 23,858 shares, as reported in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000096223/000121465925003588//Archives/edgar/data/96223/000121465925003588/0001214659-25-003588-index.htm">U.S. Securities and Exchange Commission</a> on Friday. The total value of the transaction is $1,547,429.
During Friday's morning session, Jefferies Financial Gr shares down by 0.02%, currently priced at $64.85.
<h3>Delving into Jefferies Financial Gr's Background</h3>
Jefferies Financial Group Inc is a full-service investment banking and capital markets firm. It has two reportable segments; Investment Banking and Capital Markets which is also the majority revenue generating segment, includes securities, commodities, corporate lending, futures and foreign exchange capital markets activities and its investment banking business, which provides underwriting and financial advisory services to clients across different sectors. The Asset Management reportable business segment provides alternative investment management services to investors in the U.S. and overseas and generates investment income from capital invested in and managed by it or its affiliated asset managers. Operates geographically in America, Europe and Middle East, Asia Pasific.
<h3>Jefferies Financial Gr's Economic Impact: An Analysis</h3>
Revenue Growth: Jefferies Financial Gr's revenue growth over a period of 3 months has been noteworthy. As of 30 November, 2024, the company achieved a revenue growth rate of approximately 44.83%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Financials sector.
Key Profitability Indicators:
<ul>
<li>
Gross Margin: The company excels with a remarkable gross margin of 58.27%, indicating superior cost efficiency and profitability compared to its industry peers.
</li>
<li>
Earnings per Share (EPS): Jefferies Financial Gr's EPS reflects a decline, falling below the industry average with a current EPS of 0.96.
</li>
</ul>
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 2.01.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 21.91, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 1.38 is below industry norms, suggesting potential undervaluation and presenting an investment opportunity for those considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a lower-than-industry-average EV/EBITDA ratio of 4.61, Jefferies Financial Gr presents a potential value opportunity, as investors are paying less for each unit of EBITDA.
</li>
</ul>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
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<h3>Why Insider Activity Matters in Finance</h3>
Insider transactions shouldn't be used primarily to make an investing decision, however an insider transaction can be an important factor in the investing decision. 
In legal terms, an "insider" refers to any officer, director, or beneficial owner of more than ten percent of a company's equity securities registered under Section 12 of the Securities Exchange Act of 1934. This can include executives in the c-suite and large hedge funds. These insiders are required to let the public know of their transactions via a Form 4 filing, which must be filed within two business days of the transaction.
When a company insider makes a new purchase, that is an indication that they expect the stock to rise.
Insider sells, on the other hand, can be made for a variety of reasons, and may not necessarily mean that the seller thinks the stock will go down. 
<h3>Essential Transaction Codes Unveiled</h3>
Taking a closer look at transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often prioritize those unfolding in the open market, meticulously cataloged in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C denotes the conversion of an option, and transaction code A signifies a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000096223">Check Out The Full List Of Jefferies Financial Gr's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

BRIAN FRIEDMAN's Recent Buy: Acquires $1.55M In Jefferies Financial Gr Stock

RICHARD HANDLER, CEO at Jefferies Financial Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JEF#NYSE">JEF</a>), disclosed an insider purchase on February 28, based on a new SEC filing.
What Happened: HANDLER made a significant move by purchasing 77,701 shares of Jefferies Financial Gr as reported in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000096223/000121465925003589//Archives/edgar/data/96223/000121465925003589/0001214659-25-003589-index.htm">U.S. Securities and Exchange Commission</a>. The transaction's total worth stands at $5,039,686.
As of Friday morning, Jefferies Financial Gr shares are down by 0.0%, currently priced at $64.86.
<h3>All You Need to Know About Jefferies Financial Gr</h3>
Jefferies Financial Group Inc is a full-service investment banking and capital markets firm. It has two reportable segments; Investment Banking and Capital Markets which is also the majority revenue generating segment, includes securities, commodities, corporate lending, futures and foreign exchange capital markets activities and its investment banking business, which provides underwriting and financial advisory services to clients across different sectors. The Asset Management reportable business segment provides alternative investment management services to investors in the U.S. and overseas and generates investment income from capital invested in and managed by it or its affiliated asset managers. Operates geographically in America, Europe and Middle East, Asia Pasific.
<h3>Breaking Down Jefferies Financial Gr's Financial Performance</h3>
Revenue Growth: Jefferies Financial Gr displayed positive results in 3 months. As of 30 November, 2024, the company achieved a solid revenue growth rate of approximately 44.83%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Financials sector.
Profitability Metrics:
<ul>
<li>
Gross Margin: Achieving a high gross margin of 58.27%, the company performs well in terms of cost management and profitability within its sector.
</li>
<li>
Earnings per Share (EPS): Jefferies Financial Gr's EPS is below the industry average. The company faced challenges with a current EPS of 0.96. This suggests a potential decline in earnings.
</li>
</ul>
Debt Management: Jefferies Financial Gr's debt-to-equity ratio is below the industry average. With a ratio of 2.01, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: The Price to Earnings ratio of 21.91 is lower than the industry average, indicating potential undervaluation for the stock.
</li>
<li>
Price to Sales (P/S) Ratio: The Price to Sales ratio is 1.38, which is lower than the industry average. This suggests a possible undervaluation based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With an EV/EBITDA ratio lower than industry benchmarks at 4.61, Jefferies Financial Gr presents an attractive value opportunity.
</li>
</ul>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
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<h3>Unmasking the Significance of Insider Transactions</h3>
Investors should view insider transactions as part of a multifaceted analysis and not rely solely on them for decision-making.
Exploring the legal landscape, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated by Section 12 of the Securities Exchange Act of 1934. This encompasses executives in the c-suite and major hedge funds. These insiders are required to report their transactions through a Form 4 filing, which must be submitted within two business days of the transaction.
Highlighted by a company insider's new purchase, there's a positive anticipation for the stock to rise.
But, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Essential Transaction Codes Unveiled</h3>
In the domain of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> frequently turn their focus to those taking place in the open market, as meticulously outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000096223">Check Out The Full List Of Jefferies Financial Gr's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

RICHARD HANDLER Boosts Confidence With $5.04M Purchase Of Jefferies Financial Gr Stock

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