earnings
confidence high
sentiment negative
materiality 0.75
Jefferies Q4 net earnings $190.9M ($0.87/share); IB revenues up 20% YoY
Jefferies Financial Group Inc.
2025-FY EPS reported
$2.83
revenue$10,823,677,000
- Net earnings attributable to common $190.9M ($0.87 diluted EPS) vs $205.7M ($0.91) a year ago; adjusted EPS $0.96 excludes $30M Point Bonita pre-tax loss.
- Total net revenues $2.07B (+6% YoY); Investment Banking $1.19B (+20%), Equities +18%, Fixed Income -14%.
- Asset Management revenues fell to $187M from $315M due to underperformance including $30M write-down on Point Bonita.
- Quarterly dividend declared $0.40/share, payable Feb 27, 2026 to holders of record Feb 17, 2026.
- Book value per share $51.26; adjusted tangible book value $33.69; return on tangible equity 11.8% (adjusted 12.9%).