UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-05721 Jefferies Financial Group Inc. (Exact name of registrant as specified in its charter) New York 13-2615557 (State or other jurisdiction of ...

Shares of Jefferies Financial Group (JEF) touched a 52-week high following the release of better-than- expected second-quarter fiscal 2024 (ended May 31) results as investment banking (IB) business rebounded. Adjusted earnings of 67 cents per share surpassed the Zacks Consensus Estimate of 63 cents. In the prior-year quarter, the company recorded adjusted earnings of 29 cents. Results primarily benefited from an improvement in net revenues. The performance of the reportable segments was also strong. However ...

For the quarter ended May 2024, Jefferies (JEF) reported revenue of $1.66 billion, up 59.6% over the same period last year. EPS came in at $0.67, compared to $0.29 in the year-ago quarter. The reported revenue represents a surprise of +5.80% over the Zacks Consensus Estimate of $1.57 billion. With the consensus EPS estimate being $0.63, the EPS surprise was +6.35%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their nex ...

Jefferies (JEF) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.29 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 6.35%. A quarter ago, it was expected that this investment banking and capital markets company would post earnings of $0.76 per share when it actually produced earnings of $0.87, delivering a surprise of 14.47%. Over th ...

FOR MORE INFORMATION Jonathan Freedman 212.778.8913 For Immediate Release Jefferies Financial Group Inc. (NYSE: JEF) June 26, 2024 Jefferies Announces Second Quarter 2024 Financial Results Quarterly Dividend Increased 16.7% to $0.35 Per Common Share Q2 Financial Highlights • Net earnings attributable to common shareholders of $146 million, or $0.64 per diluted common share. Our pre-tax income for the quarter was $228 million • Annualized return on adjusted tangible shareholders' equity1 of 9.2% • Net revenu ...

Analysts on Wall Street project that Jefferies (JEF) will announce quarterly earnings of $0.63 per share in its forthcoming report, representing an increase of 117.2% year over year. Revenues are projected to reach $1.57 billion, increasing 50.9% from the same quarter last year. The consensus EPS estimate for the quarter has been revised 5.7% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this t ...

JHVEPhoto Jefferies Financial Group (NYSE:JEF) is a bank focused on investment banking and capital markets, which does not have any particular competitive advantage in the industry. This makes its business very exposed to market cycles, leading to volatile financial figures. Not surprisingly, its valuation is usually at a discount to peers and currently its shares don’t seem to be undervalued. Business Profile Jefferies is a global diversified financial services company, being mainly focused on investment b ...

Found in major cities like the Dallas-Fort Worth and Houston area, Phoenix, Las Vegas and Los Angeles, these properties lie in some of the respective area's most coveted retail corridors. Among the highlights of this expansive portfolio are several marquee properties situated along iconic thoroughfares such as Westheimer Road and Broadway Street in Houston, Texas, Flamingo Road and Tropicana Avenue in Las Vegas, Nevada, and Sunset Boulevard and Pico Boulevard in Los Angeles, California. The complete list of ...

公司业绩 - 2024年2月29日结束的三个月，公司的净收入为17.38亿美元，比去年同期的12.83亿美元增长了35.4%[258] - 2024年2月29日结束的三个月，公司的继续经营前税收盈利为2.2024亿美元，比去年同期的1.5802亿美元增长了39.4%[259] - 公司本季度整体业绩强劲，但由于对Weiss Multi-Strategy Advisers的投资损失，导致公司净收入减少了3000万美元，非薪酬支出增加了2470万美元[260] - 投资银行业务在2024年2月29日的三个月内收入达到了7.3972亿美元，较去年同期的5.6284亿美元增长了31.4%[276] - 咨询业务收入为3.386亿美元，较去年同期的2.972亿美元增长了13.9%[277] - 总承销收入在2024年2月29日的三个月内达到了3.38497亿美元，较去年同期的2.0562亿美元增长了64.6%[278] - 资产管理费和收入在2024年2月29日的三个月内达到了5,965.7万美元，较去年同期的4,269.6万美元增长了39.7%[291] - 投资回报在2024年2月29日的三个月内达到了1.1764亿美元，较去年同期的2,743.4万美元增长了328.8%[293] - 其他投资净收入在2024年2月29日的三个月内达到了1.111亿美元，较去年同期的0.7423亿美元增长了1396.7%[294] 费用支出 - 非利息支出在2024年2月29日结束的三个月内为15.19亿美元，比去年同期增长34.9%[302] - 非薪酬支出受到Tessellis和Stratos作为运营子公司的影响[303] - 薪酬和福利支出包括工资、福利、佣金、年度现金补偿和股权奖励的摊销[304] - 薪酬和福利支出中包括与未来服务相关的摊销费用[306] - 2024年2月29日结束的三个月内，薪酬和福利支出为9.269亿美元，比去年同期的7.031亿美元增长了31.8%[307] 资产和负债 - 公司的资产总额为609.33亿美元，现金及现金等价物为76.157亿美元，金融工具所有权为232.115亿美元，金融工具出售但尚未购买为120.44亿美元[340] - 在2024年2月29日，我们的金融工具所有权库存为232.115亿美元，较2023年11月30日的217.475亿美元增长6.7%[341] - 我们的Level 3资产总额为5.89亿美元，其中投资银行占23.2%，股票和固定收益占47.3%，资产管理占26.6%[342] - 我们的杠杆比率为6.2，有形毛杠杆比率为7.6[345] - 我们的长期资本为179.6亿美元，超过了我们的现金资本要求[350] 资金运作 - 在2024年2月29日，我们向股东返还了总额为1.127亿美元的资金，主要以现金股利和回购1.1百万股普通股的形式[336] - 我们保持适度的杠杆以支持我们的投资级评级，资本计划强大，以在压力条件下维持我们的运营模式[337] 风险管理 - 公司风险管理框架包括风险限额和容忍度，避免过度风险承担[401] - 公司在市场风险方面主要受到利率风险、股票价格风险、商品价格风险和外汇风险的影响[405] - 公司通过VaR模型估计潜在市场波动带来的潜在损失，过去365天的历史数据显示公司的市场风险VaR为16.85百万美元[411] - 公司在2024年第一季度VaR增加，主要是由于全球股票的剩余区块交易导致的更高股票暴露[416] - 公司进行敏感性分析以衡量某些金融工具的风险，同时进行压力测试和损益分析[418] - 公司长期固定利率债务的利率敏感性表明，随着利率下降，债券市场价值将增加，反之亦然[420] - 市场压力测试包括历史市场价格和利率变化以及假设市场环境[421] - 压力测试用于估计可能的市场波动造成的潜在损失[422] - Jefferies Financial Group每周至少进行一次压力测试，并根据市场事件或担忧进行临时测试[423]

全球战略联盟 - Jefferies Financial Group Inc.宣布加深与日本SMBC集团的全球战略联盟，重点是加强在加拿大市场内的合作，特别是在公司和投资银行业务机会方面[1] - SMBC集团由三井住友金融集团（SMFG）、三井住友银行（SMBC）、SMBC Nikko Securities America, Inc.、SMBC Nikko Securities Canada, Ltd.等公司组成[2] 扩大联盟计划 - Bloomberg报道称，SMFG计划扩大与JEF的联盟，新任CEO中岛徹计划进一步扩大与JEF的联盟至亚洲，以与日本竞争对手竞争，后者一直在迅速扩展海外投资银行业务[3]