JEF

Jefferies Financial Group Inc. (JEF) | Rumor.io

Jefferies Financial Group

JEF

Attention (50-day avg)0%

Attention rank (50-day avg)#733

Bullish sentiment (50-day avg)86%

Price to earnings ratio13.2

Market capitalization9.6B

Earnings per share3.58

Dividend yield (TTM)3.39%

Revenue (annual)10.8B

Net income (annual)682M

Social

What share of all stock conversation is about JEF?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% 0	0.01% +0.01	0% -0.99	0.13% +0.11

Sep 29

Jefferies Financial Group Inc. (JEF) reported a Q3 beat with adjusted EPS of $1.08, beating the $1.00 consensus, and total net revenues of $2.22 billion, slightly exceeding the $2.20 billion estimate.
The company's Investment Banking revenue reached a record $1.33 billion, with equity underwriting surging 69%, but was offset by weaker Fixed Income and a sharp decline in Asset Management revenue, which fell to $34 million.
Despite the mixed results, Jefferies Financial Group declared a $0.40 quarterly dividend and renewed a $250 million share-repurchase authorization.

Generated by AI

Sentiment

Of the messages about JEF that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	95.59% -1.78	99.1% +62.84	55.7% -18.31
Bearish	—	4.41% +1.78	0.9% -62.84	44.3% +18.31

Bullish· Jun 21

Jefferies analysts predict $1B in pre-orders for GTA VI in an hour, a feat that GTA V took 3 days to achieve.
Strauss Zelnick, CEO of TTWO, has stated that marketing will begin in Summer, coinciding with the start of Summer on June 21st.
Each GTA VI trailer release has historically caused a 3-5% market movement, suggesting a significant impact on TTWO's stock.

Bearish· Jul 29

The introduction of AI technology is negatively impacting Jefferies Financial Group Inc.'s performance.
The stock's value is being hurt by the implementation of AI.
The AI technology is a significant contributing factor to the decline of the company.

Generated by AI

Topics

Of the messages about JEF that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	87.69%	54.35%	35.1%	44.25%
Announcements	12.31%	10.87%	1.75%	0.29%
Macro	0%	0.72%	30.17%	53.94%
Earnings	0%	34.06%	30.86%	1.28%
Technical Analysis	0%	0%	2.06%	0.05%
Controversies	0%	0%	0.06%	0.18%

Earnings· Sep 28

Jefferies Financial Group reported record banking and equities revenue for Q3, with investment banking revenue rising 17% to $1.33B and equities trading revenue hitting a record $626M, up 29% YoY.
The company's Q3 earnings beat consensus estimates, with EPS of $1.08 vs $1.00 est, and net revenues of $2.22B vs $2.20B est, a 8.5% YoY increase.
Jefferies' Q3 results pointed to strengthening capital-markets activity heading into the major-bank earnings season, with record investment banking and equities revenue and a 17% increase in investment banking revenue.

Analysts· Aug 6

Jefferies Financial Group Inc. (JEF) analysts are bullish on gold, with targets ranging from $4,700-$5,500 and a "structural decoupling" from old market mechanics.
Deutsche Bank's statistical model shows gold in an "explosive phase" since August 2024, with a target of $4,600 by year end.
UBS targets $5,000 by March, and BNP Paribas flags a squeeze risk, highlighting the unusual trend of gold rising despite climbing real interest rates.

Announcements· Aug 25

Jefferies reports that Chinese authorities have completely banned NVIDIA's H20 AI GPU sales in the country.
Reports indicate that NVIDIA has asked some supply chain partners to halt H20 production, but this has not been confirmed.
The ban only applies to sales of H20 in China for military, government, and critical infrastructure use, and requires government authorization.

Controversies· Mar 6

Jefferies Financial Group (JEF) is being sued by Western Alliance Bancorporation (WAL) for breach of contract and fraud related to an unpaid loan obligation of $126.4 million.
The dispute centers on a trade finance loan tied to bankrupt auto parts supplier First Brands Group, with WAL alleging that Jefferies refused to make payments under a forbearance agreement.
Jefferies has stated that it believes the lawsuit is without merit and will be defended vigorously, with shares of the company trading lower following the lawsuit.

Macro· May 22

Market correction is necessary before FII inflow, according to Jefferies' argument.
The current market dynamics are crucial for future investment decisions, as per the focus on macroeconomic conditions.
Investors are waiting for a complete market correction before making any investment decisions, as per Jefferies' reasoning.

Technical Analysis· Jun 20

Jefferies sets price target for FedEx at $230 with a hold rating, expecting a realistic EPS guidance between $15 and $21 per share.
A guidance "materially north of $20" would be viewed as overly optimistic, potentially leading to a negative market reaction.
Jefferies suggests FedEx's fiscal 2024 guidance will be closely watched during today's earnings release.

Generated by AI

Community

Of the messages about JEF, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	7.14%	56.75%	26.92%	9.99%
Newcomers	92.86%	43.25%	73.08%	90.01%

Regulars· Jan 8

Jefferies Financial Group reported a drop in quarterly profit due to a $30 million pre-tax loss tied to the collapse of auto-parts supplier First Brands Group.
The company's net earnings for the fiscal quarter were $191 million, with adjusted EPS of $0.96 and revenue of $2.07 billion.
Jefferies' investment banking business delivered its second-best quarter ever, while equities saw strong gains despite the write-down in asset management.

Newcomers· Sep 29

New users are questioning the credibility of Jefferies Financial Group analysts, pointing out their low success rate and potential bias in stock selection.
There is a discrepancy between Jefferies Financial Group's strong quarterly results, including record investment banking and equities revenue, and the 3% stock price drop following the earnings release.
Jefferies Financial Group has reported record quarters in both investment banking and equities, with investment banking revenue increasing 17% year-over-year.

Generated by AI

News

Jefferies: Asset Management Issues Remain A Drag Following Q3 2026 Earnings (NYSE:JEF)

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

1h agoSeeking Alpha

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.

2h agoYahoo Finance

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

16h agoYahoo Finance

Target's price cuts are working, Jefferies says

16h agoYahoo Finance

Jefferies Beats Estimates but BMO Lowers Its Target Anyway

16h agoYahoo Finance

Jefferies Doubles Down on Microsoft's Copilot Opportunity

Enterprise workflows are becoming the next major AI battleground.

17h agofinance.yahoo.com

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Jefferies Financial Group Inc.

Financial Services
Capital Markets

Jefferies Financial Group Inc. is a diversified financial services company headquartered in New York City, focused primarily on investment banking, capital markets, and asset management activities worldwide. The firm provides a full range of services including corporate finance and advisory for mergers and acquisitions, underwriting of equity and debt offerings, and restructuring advice for corporate clients, financial sponsors, and governments. Its capital markets operations encompass equities and fixed income sales and trading, research, and related financing solutions, including prime brokerage, securities lending, and structured lending through joint ventures such as Jefferies Finance and commercial real estate financing via Berkadia. In asset management, Jefferies Financial Group Inc. offers alternative investment management products and services, managing capital across strategies for institutional and individual investors in the U.S. and internationally. Operating across the Americas, Europe and the Middle East, and Asia-Pacific, the company plays a significant role as a full-service provider connecting issuers and investors, facilitating capital formation, risk transfer, and investment solutions in global financial markets.

Website

Location

520 Madison Avenue

New York, NY, 10022

United States

Social

What share of all stock conversation is about JEF?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% 0	0.01% +0.01	0% -0.99	0.13% +0.11

Sep 29

Jefferies Financial Group Inc. (JEF) reported a Q3 beat with adjusted EPS of $1.08, beating the $1.00 consensus, and total net revenues of $2.22 billion, slightly exceeding the $2.20 billion estimate.
The company's Investment Banking revenue reached a record $1.33 billion, with equity underwriting surging 69%, but was offset by weaker Fixed Income and a sharp decline in Asset Management revenue, which fell to $34 million.
Despite the mixed results, Jefferies Financial Group declared a $0.40 quarterly dividend and renewed a $250 million share-repurchase authorization.

Generated by AI

Sentiment

Of the messages about JEF that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	95.59% -1.78	99.1% +62.84	55.7% -18.31
Bearish	—	4.41% +1.78	0.9% -62.84	44.3% +18.31

Bullish· Jun 21

Jefferies analysts predict $1B in pre-orders for GTA VI in an hour, a feat that GTA V took 3 days to achieve.
Strauss Zelnick, CEO of TTWO, has stated that marketing will begin in Summer, coinciding with the start of Summer on June 21st.
Each GTA VI trailer release has historically caused a 3-5% market movement, suggesting a significant impact on TTWO's stock.

Bearish· Jul 29

The introduction of AI technology is negatively impacting Jefferies Financial Group Inc.'s performance.
The stock's value is being hurt by the implementation of AI.
The AI technology is a significant contributing factor to the decline of the company.

Generated by AI

Topics

Of the messages about JEF that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	87.69%	54.35%	35.1%	44.25%
Announcements	12.31%	10.87%	1.75%	0.29%
Macro	0%	0.72%	30.17%	53.94%
Earnings	0%	34.06%	30.86%	1.28%
Technical Analysis	0%	0%	2.06%	0.05%
Controversies	0%	0%	0.06%	0.18%

Earnings· Sep 28

Jefferies Financial Group reported record banking and equities revenue for Q3, with investment banking revenue rising 17% to $1.33B and equities trading revenue hitting a record $626M, up 29% YoY.
The company's Q3 earnings beat consensus estimates, with EPS of $1.08 vs $1.00 est, and net revenues of $2.22B vs $2.20B est, a 8.5% YoY increase.
Jefferies' Q3 results pointed to strengthening capital-markets activity heading into the major-bank earnings season, with record investment banking and equities revenue and a 17% increase in investment banking revenue.

Analysts· Aug 6

Jefferies Financial Group Inc. (JEF) analysts are bullish on gold, with targets ranging from $4,700-$5,500 and a "structural decoupling" from old market mechanics.
Deutsche Bank's statistical model shows gold in an "explosive phase" since August 2024, with a target of $4,600 by year end.
UBS targets $5,000 by March, and BNP Paribas flags a squeeze risk, highlighting the unusual trend of gold rising despite climbing real interest rates.

Announcements· Aug 25

Jefferies reports that Chinese authorities have completely banned NVIDIA's H20 AI GPU sales in the country.
Reports indicate that NVIDIA has asked some supply chain partners to halt H20 production, but this has not been confirmed.
The ban only applies to sales of H20 in China for military, government, and critical infrastructure use, and requires government authorization.

Controversies· Mar 6

Jefferies Financial Group (JEF) is being sued by Western Alliance Bancorporation (WAL) for breach of contract and fraud related to an unpaid loan obligation of $126.4 million.
The dispute centers on a trade finance loan tied to bankrupt auto parts supplier First Brands Group, with WAL alleging that Jefferies refused to make payments under a forbearance agreement.
Jefferies has stated that it believes the lawsuit is without merit and will be defended vigorously, with shares of the company trading lower following the lawsuit.

Macro· May 22

Market correction is necessary before FII inflow, according to Jefferies' argument.
The current market dynamics are crucial for future investment decisions, as per the focus on macroeconomic conditions.
Investors are waiting for a complete market correction before making any investment decisions, as per Jefferies' reasoning.

Technical Analysis· Jun 20

Jefferies sets price target for FedEx at $230 with a hold rating, expecting a realistic EPS guidance between $15 and $21 per share.
A guidance "materially north of $20" would be viewed as overly optimistic, potentially leading to a negative market reaction.
Jefferies suggests FedEx's fiscal 2024 guidance will be closely watched during today's earnings release.

Generated by AI

Community

Of the messages about JEF, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	7.14%	56.75%	26.92%	9.99%
Newcomers	92.86%	43.25%	73.08%	90.01%

Regulars· Jan 8

Jefferies Financial Group reported a drop in quarterly profit due to a $30 million pre-tax loss tied to the collapse of auto-parts supplier First Brands Group.
The company's net earnings for the fiscal quarter were $191 million, with adjusted EPS of $0.96 and revenue of $2.07 billion.
Jefferies' investment banking business delivered its second-best quarter ever, while equities saw strong gains despite the write-down in asset management.

Newcomers· Sep 29

New users are questioning the credibility of Jefferies Financial Group analysts, pointing out their low success rate and potential bias in stock selection.
There is a discrepancy between Jefferies Financial Group's strong quarterly results, including record investment banking and equities revenue, and the 3% stock price drop following the earnings release.
Jefferies Financial Group has reported record quarters in both investment banking and equities, with investment banking revenue increasing 17% year-over-year.

Generated by AI

Jefferies Financial Group

Social

Sep 29

Bullish· Jun 21

Bearish· Jul 29

Earnings· Sep 28

Analysts· Aug 6

Announcements· Aug 25

Controversies· Mar 6

Macro· May 22

Technical Analysis· Jun 20

Regulars· Jan 8

Newcomers· Sep 29

Jefferies: Asset Management Issues Remain A Drag Following Q3 2026 Earnings (NYSE:JEF)

Jefferies sees limited Generali upside after strong earnings-driven rally

Jefferies Lifts Bloom Energy Target but Flags Project Risks

Target's price cuts are working, Jefferies says

Jefferies Beats Estimates but BMO Lowers Its Target Anyway

Jefferies Doubles Down on Microsoft's Copilot Opportunity

Also Discussed

Jefferies Financial Group Inc.

Company Information

Location

Jefferies: Asset Management Issues Remain A Drag Following Q3 2026 Earnings (NYSE:JEF)

Jefferies sees limited Generali upside after strong earnings-driven rally

Jefferies Lifts Bloom Energy Target but Flags Project Risks

Target's price cuts are working, Jefferies says

Jefferies Beats Estimates but BMO Lowers Its Target Anyway

Jefferies Doubles Down on Microsoft's Copilot Opportunity

Also Discussed

Social

Sep 29

Bullish· Jun 21

Bearish· Jul 29

Earnings· Sep 28

Analysts· Aug 6

Announcements· Aug 25

Controversies· Mar 6

Macro· May 22

Technical Analysis· Jun 20

Regulars· Jan 8

Newcomers· Sep 29