Jefferies
Upgrade grade
A
Downgrade grade
A
Jefferies Group, founded in 1962 as a boutique securities firm by Boyd Jefferies, has grown into one of Wall Street's most respected independent investment banks and research powerhouses. Today the firm operates with a global footprint and has established itself as a significant player in equity research with approximately 11,042 analyst ratings calls covering US equities in our database. Jefferies is particularly renowned for deep expertise across technology, healthcare, and telecommunications sectors, where their analysts have built strong reputations for contrarian insights and detailed fundamental analysis. The firm has maintained a distinctive research culture centered on intellectual independence and high-conviction calls, often willing to challenge consensus views when their analysis warrants it, which has earned them a loyal following among institutional investors who value original thinking over groupthink.
Upgrades
1,173
80.99% win rate
· avg +3.09% D1
Downgrades
1,203
78.3% win rate
· avg -3.74% D1
Avg Gap — Upgrades
+2.40%
open vs prev close
Avg Gap — Downgrades
-3.22%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Healthcare | 82.38% (193) | +5.91% | 79.91% (224) | -7.46% |
| Consumer Cyclical | 80.11% (176) | +2.92% | 74.61% (193) | -3.17% |
| Technology | 86.13% (137) | +3.90% | 75.59% (127) | -4.49% |
| Industrials | 83.93% (112) | +3.18% | 83.33% (120) | -2.79% |
| Energy | 71.90% (121) | +2.30% | 74.76% (103) | -2.55% |
| Real Estate | 85.85% (106) | +1.24% | 77.68% (112) | -0.97% |
| Financial Services | 78.49% (93) | +1.77% | 80.85% (94) | -3.43% |
| Consumer Defensive | 83.78% (74) | +2.83% | 77.46% (71) | -4.37% |
| Basic Materials | 84.06% (69) | +2.69% | 80.00% (60) | -2.53% |
| Utilities | 73.58% (53) | +1.23% | 82.69% (52) | -1.79% |
| Communication Services | 75.68% (37) | +1.11% | 80.95% (42) | -1.35% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 85.2% | 61 | 70.8% | 65 |
| 2025 | 82.1% | 151 | 69.5% | 131 |
| 2024 | 86.4% | 132 | 77.9% | 113 |
| 2023 | 77.2% | 92 | 81.8% | 121 |
| 2022 | 80.3% | 66 | 84.2% | 114 |
| 2021 | 89.4% | 94 | 78.6% | 56 |
| 2020 | 73.6% | 110 | 75.6% | 86 |
| 2019 | 77.8% | 45 | 74.7% | 75 |
| 2018 | 80.5% | 87 | 84.7% | 59 |
| 2017 | 73.7% | 76 | 88.2% | 68 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Jul 1, 2026 | MUSA | Murphy USA Inc. | Consumer Cyclical | Upgrade | Hold → Buy | $625 | +5.0% | +3.7% |
| Jul 1, 2026 | ABVX | Abivax S.A. | Healthcare | Upgrade | Hold → Buy | $158 | +3.6% | -0.5% |
| Jun 30, 2026 | HONA | — | — | Initiates | Hold | $235 | +0.3% | +0.4% |
| Jun 29, 2026 | QNT | — | — | Initiates | Buy | $90 | +5.2% | -3.6% |
| Jun 29, 2026 | LFTO | — | — | Initiates | Buy | $34 | +2.0% | -7.0% |
| Jun 29, 2026 | AADX | — | — | Initiates | Buy | $25 | +3.5% | +1.0% |
| Jun 26, 2026 | TNGX | Tango Therapeutics, Inc. | Healthcare | Upgrade | Hold → Buy | $60 | +4.4% | +4.4% |
| Jun 26, 2026 | FCEL | FuelCell Energy, Inc. | Industrials | Upgrade | Hold → Buy | $24 | +2.6% | +22.1% |
| Jun 25, 2026 | XYL | Xylem Inc. | Industrials | Upgrade | Hold → Buy | $140 | +2.7% | +4.4% |
| Jun 23, 2026 | TLN | Talen Energy Corporation | Utilities | Reiterates | Hold | $453 | -5.7% | -6.0% |
| Jun 23, 2026 | LPX | Louisiana-Pacific Corporation | Basic Materials | Initiates | Buy | $93 | +0.7% | -2.1% |
| Jun 23, 2026 | FDXF | — | — | Initiates | Buy | $200 | +0.7% | +3.4% |
| Jun 18, 2026 | VLRS | Controladora Vuela Compañía de Aviación, S.A.B. de C.V. | Industrials | Initiates | Hold | $10 | +1.5% | +3.3% |
| Jun 18, 2026 | TRGP | Targa Resources Corp. | Energy | Initiates | Buy | $314 | -0.3% | -0.8% |
| Jun 18, 2026 | LTM | LATAM Airlines Group S.A. | Industrials | Initiates | Buy | $70 | +2.4% | +2.4% |
| Jun 18, 2026 | IREN | IREN Limited | Financial Services | Initiates | Buy | $79 | +5.5% | +3.2% |
| Jun 18, 2026 | AERO | Grupo Aeroméxico, S.A.B. de C.V. | Industrials | Initiates | Hold | $20 | +0.9% | +0.2% |
| Jun 18, 2026 | CPA | Copa Holdings, S.A. | Industrials | Initiates | Buy | $185 | +3.4% | +5.5% |
| Jun 15, 2026 | HAWK | — | — | Upgrade | Hold → Buy | $34 | +6.0% | +5.5% |
| Jun 11, 2026 | WMS | Advanced Drainage Systems, Inc. | Industrials | Initiates | Buy | $175 | +1.7% | +4.3% |
| Jun 11, 2026 | GD | General Dynamics Corporation | Industrials | Upgrade | Hold → Buy | $400 | +2.3% | +5.2% |
| Jun 11, 2026 | AJG | Arthur J. Gallagher & Co. | Financial Services | Upgrade | Hold → Buy | $265 | +0.8% | +0.3% |
| Jun 8, 2026 | INVX | Innovex International, Inc. | Energy | Initiates | Buy | $34 | +4.2% | +7.7% |
| Jun 4, 2026 | KGS | Kodiak Gas Services, Inc. | Energy | Initiates | Buy | $79 | -0.3% | +1.1% |
| Jun 4, 2026 | CMS | CMS Energy Corporation | Utilities | Downgrade | Buy → Hold | $74 | -1.0% | +0.2% |