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Jefferies: Balancing Growth in Equities and Advisory with Challenges in Fixed Income and Expenses

Jefferies: Balancing Growth in Equities and Advisory with Challenges in Fixed Income and Expenses

Ryan Kenny, an analyst from Morgan Stanley, maintained the Hold rating on Jefferies (JEFResearch Report). The associated price target was lowered to $54.00.

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Ryan Kenny has given his Hold rating due to a combination of factors that reflect both positive and negative aspects of Jefferies’ recent performance. On the positive side, the company experienced near-record growth in equities trading and a significant increase in advisory services, which suggests a strengthening market position and improving deal conditions. The management’s commentary also highlighted a renewed investor confidence and a resilient global economy, which are encouraging signs for future performance.
However, there are notable challenges that temper the optimism. Jefferies reported a shortfall in earnings per share compared to consensus expectations, primarily due to weaker fixed income trading and other investment banking activities. Additionally, the increase in non-compensation expenses and the reliance on non-core investment returns for improvements in the compensation ratio raise concerns about sustainability. These mixed results, combined with a lowered price target, justify a cautious Hold rating as the market continues to digest these developments.

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