Jefferies Financial Group
About: 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.
Employees: 7,822
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
104% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 51
88% more call options, than puts
Call options by funds: $99.3M | Put options by funds: $52.8M
50% more capital invested
Capital invested by funds: $8.41B [Q3] → $12.6B (+$4.2B) [Q4]
7.24% more ownership
Funds ownership: 66.99% [Q3] → 74.23% (+7.24%) [Q4]
7% more funds holding
Funds holding: 528 [Q3] → 564 (+36) [Q4]
6% more funds holding in top 10
Funds holding in top 10: 17 [Q3] → 18 (+1) [Q4]
18% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 201
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Oppenheimer Chris Kotowski 82% 1-year accuracy 58 / 71 met price target | 23%upside $81 | Outperform Maintained | 3 Jan 2025 |
Morgan Stanley Ryan Kenny 67% 1-year accuracy 10 / 15 met price target | 48%upside $97 | Overweight Upgraded | 9 Dec 2024 |
Financial journalist opinion
Based on 3 articles about JEF published over the past 30 days
