JEF Stock Recent News

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.

A potential deal between Apple Inc and AI startup Perplexity would mark a strategic shift for the iPhone maker, but analysts at Jefferies said the benefits are unclear and the move could be interpreted as a defensive response to rising regulatory pressure on its long-standing relationship with Google. Apple Inc (NASDAQ:AAPL, ETR:APC) is reportedly weighing either a partnership or full acquisition of Perplexity AI, a search engine startup recently valued at $14 billion.

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%.

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.

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.

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

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.

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.

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.

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.