Back to top

Image: Shutterstock

JEF Stock Slides on Revealing Exposure to Bankrupt First Brands Group

Read MoreHide Full Article

Key Takeaways

  • JEF shares dropped 7.9% after disclosing its exposure tied to First Brands' Bankruptcy.
  • Jefferies detailed exposure through Point Bonita's trade-finance portfolio tied to First Brands.
  • Apex-managed CLOs hold about $48 million of First Brands' loans, roughly 1% of total CLO assets.

Jefferies Financial Group Inc. (JEF - Free Report) disclosed its indirect exposure to First Brands Group, LLC, which filed for Chapter 11 bankruptcy protection on Sept. 29, 2025. This sparked a negative sentiment among investors, and Jefferies' shares lost 7.9% in yesterday’s trading session.

First Brands, an aftermarket auto parts manufacturer, supplies major retailers such as Walmart, AutoZone, NAPA, O’Reilly Auto Parts and Advance Auto Parts. The firm filed for bankruptcy, disclosing its liabilities that exceed $10 billion, sparking fears among debt investors and broader stress in corporate debt markets.

The high-profile bankruptcy prompted concerns over possible ripple effects for financial institutions exposed to its debt. Several Wall Street lenders, including Jefferies, have been exposed to First Brands’ supplier invoice-linked facilities. This resulted in investors assessing the exposure and its potential impact on Jefferies’ financials.

Jefferies’ Exposure

Jefferies noted that Point Bonita Capital, a division of Leucadia Asset Management (“LAM”), manages a $3 billion trade-finance portfolio that includes receivables purchased from First Brands since 2019. The portfolio is backed by $1.9 billion of investor equity, of which LAM owns $113 million or about 6%.

Under these arrangements, Point Bonita buys First Brands’ receivables due from retailers, a process known as factoring. Payments had been received on time until Sept. 15, 2025, when First Brands stopped transferring funds collected from retailers. In its bankruptcy filings, First Brands said its advisors are investigating whether some receivables were turned over to multiple financing parties.

Jefferies said it is in contact with First Brands’ advisors and is working to protect the interests of Point Bonita and its investors.

Separately, Apex Credit Partners LLC (“Apex”), a subsidiary of Jefferies Finance LLC (50%-owned by JEF), manages $4.2 billion in collateralized loan obligations (“CLOs”). Apex-managed CLOs hold almost $48 million of First Brands’ term loans, around 1% of total CLO assets. Apex also retains between 5% and 9.9% of each CLO’s equity tranche, as required by risk-retention rules.

Jefferies emphasized that it holds no direct securities or debt obligations of First Brands.

JEF’s Price Performance & Zacks Rank

Over the past six months, JEF shares have gained 28% compared with the industry’s growth of 31.6%.

Zacks Investment Research
Image Source: Zacks Investment Research

Currently, Jefferies sports a Zacks Rank #1 (Strong Buy).

Other Finance Stocks Worth a Look

Robinhood Markets, Inc. (HOOD - Free Report) and Barclays (BCS - Free Report) are some other top-ranked stocks that are worth looking at. Currently, both sport a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for HOOD’s 2025 earnings has been revised 7.5% upward to $1.73 over the past week. Its shares have surged 257.4% over the past six months.

The Zacks Consensus Estimate for BCS’ 2025 earnings has remained unchanged at $2.28 over the past week. Its shares have surged 46.7% over the past six months.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Barclays PLC (BCS) - free report >>

Jefferies Financial Group Inc. (JEF) - free report >>

Robinhood Markets, Inc. (HOOD) - free report >>

Published in