Jefferies Financial Group Stock Price, News & Analysis

Jefferies (NYSE: JEF) will acquire a 50% interest in Hildene Holding Company in exchange for a $340 million cash payment, Jefferies’ revenue share, and a portion of a Hildene-managed private fund; Hildene principals will contribute existing ownership plus ~$250 million of Fund and related equity. The transactions are expected to close in Q3 2026 subject to regulatory and client approvals.

Jefferies expects an immediate accretion, to record an ~$75 million pretax gain on mark-to-market of its pre-transaction interest, and will use the equity method to account for the investment. Hildene manages ~$18+ billion AUM. Upon regulatory approval, Hildene will acquire SILAC for $550 million; SILAC had ~$10 billion admitted assets and $505 million capital and surplus as of 9/30/2025.

Jefferies (NYSE:JEF) reported strong Q3 2025 financial results with net earnings of $224 million, or $1.01 per diluted share, up from $167 million in Q3 2024. Net revenues reached $2.05 billion, a significant increase from $1.68 billion year-over-year.

The company achieved record quarterly Advisory revenues of $656 million and total Investment Banking revenues of $1.09 billion, up 17% from the previous year. Capital Markets net revenues increased to $723 million, driven by strong Equities performance. The Board declared a quarterly cash dividend of $0.40 per share, payable on November 26, 2025.

Return on adjusted tangible shareholders' equity reached 13.6%, up from 10.3% in Q3 2024. The company maintained a compensation ratio of 52.9% and improved its non-compensation ratio to 30.9% from 32.2% year-over-year.

Jefferies Financial Group (NYSE: JEF) has announced its upcoming annual Investor Day scheduled for October 16, 2025, at 9:00 a.m. in Manhattan. The event will feature presentations from key leadership including CEO Rich Handler, President Brian Friedman, and other business unit leaders.

The meeting will be accessible both in-person and virtually, with a Q&A session included. Interested investors must register through the company's website by October 14, 2025, at 5:00 p.m. EDT.

Jefferies (NYSE: JEF) and SMBC Group announced a significant expansion of their Global Strategic Alliance, building upon their initial 2021 partnership. Key developments include: SMBC increasing its equity ownership in Jefferies to up to 20% through open market purchases, and providing $2.5 billion in new credit facilities to Jefferies.

The expanded alliance features the creation of a joint venture in Japan for wholesale Japanese equity research, sales, trading, and equity capital markets operations, expected to launch in January 2027. Additionally, the partnership will extend joint coverage of larger sponsors in EMEA, implementing joint origination, underwriting, and execution of syndicated leveraged loans.

Jefferies Financial Group (NYSE: JEF) announced it will release its third quarter financial results on Monday, September 29, 2025, following the market close. This upcoming earnings release will provide investors with insights into the company's financial performance for Q3 2025.

Jefferies Financial Group (NYSE:JEF) has announced its upcoming annual Investor Meeting, scheduled for October 16, 2025, at 9:00 a.m. in Manhattan. The event will feature management presentations covering Jefferies' major business segments and include a Q&A session with the management team. Registration information for the event will be provided at a later date.

Jefferies (NYSE:JEF) has announced a $500,000 donation to Texas Search and Rescue (TEXSAR) to support emergency services and disaster response following devastating flash floods in the Texas Hill Country. The donation combines contributions from both the company and its employees.

Jefferies' CEO Rich Handler and President Brian Friedman expressed solidarity with affected communities and acknowledged the courage of first responders during this crisis. The donation aims to provide urgent relief to communities impacted by the natural disaster.