Jefferies Assesses Impact of First Brands Bankruptcy

Jefferies ( (JEF) ) has shared an announcement.

On October 8, 2025, Jefferies Financial Group Inc. provided an update regarding the bankruptcy filing of First Brands Group, an aftermarket auto parts manufacturer. First Brands filed for Chapter 11 on September 29, 2025, affecting Point Bonita Capital, a division of Leucadia Asset Management, which manages a $3 billion trade-finance portfolio including $715 million in receivables from First Brands. Jefferies is working to assess the impact on Point Bonita and protect its interests. Additionally, Apex Credit Partners, a Jefferies subsidiary, manages CLOs with $4.2 billion in assets, including $48 million in First Brands’ term loans, representing about 1% of Apex’s managed CLO assets.

The most recent analyst rating on (JEF) stock is a Hold with a $62.00 price target. To see the full list of analyst forecasts on Jefferies stock, see the JEF Stock Forecast page.

Spark’s Take on JEF Stock

According to Spark, TipRanks’ AI Analyst, JEF is a Neutral.

Jefferies’ overall stock score is primarily impacted by its mixed financial performance and bearish technical indicators. While there is some revenue growth and a healthy gross profit margin, high leverage and negative cash flows pose significant risks. The technical analysis indicates a bearish trend, and the valuation suggests the stock may be overvalued, limiting potential upside.

To see Spark’s full report on JEF stock, click here.

More about Jefferies

Jefferies Financial Group Inc. is a leading global full-service investment banking and capital markets firm, with more than 40 offices worldwide. The company provides insights and expertise to investors, companies, and governments.

Average Trading Volume: 1,674,020

Technical Sentiment Signal: Strong Buy

Current Market Cap: $12.62B

For a thorough assessment of JEF stock, go to TipRanks’ Stock Analysis page.