Top Stock Losers Today – June 25, 2026
Thursday’s market session saw several major stocks post significant losses. Jefferies Financial Group became the S&P 500’s biggest decliner after reporting weaker-than-expected quarterly results, while Apple, Dell, and Microsoft came under pressure as rising memory costs weighed on hardware companies. Inflation data also remained in focus after the May PCE Price Index reached its highest level in 31 months, while reports of an Iranian attack on a cargo vessel near Oman added geopolitical uncertainty.
Market Overview
| Asset / Index | Change |
|---|---|
| Apple (AAPL) | -6.13% |
| Jefferies Financial (JEF) | -9.5% |
| Dell Technologies (DELL) | -6.3% to -6.7% |
| Microsoft (MSFT) | -3.23% |
| Hertz Global (HTZ) | -6.1% |
| Dollar Tree (DLTR) | -3.6% |
| DaVita (DVA) | -3.3% |
| Amazon (AMZN) | -3%+ |
| Meta Platforms (META) | -2%+ |
| Albemarle (ALB) | -4.4% |
| PCE Price Index (May) | 4.1% YoY |
Top Stock Losers Today
1. Jefferies Financial Group (JEF) – -9.5%
Jefferies Financial Group recorded the largest percentage decline among major S&P 500 companies after missing analyst expectations on both earnings and revenue.
| Metric | Value |
|---|---|
| Thursday Drop | -9.5% |
| Q2 FY2026 EPS | $1.03 vs. $1.17 expected |
| Q2 Revenue | $2.21 billion vs. $2.32 billion expected |
| Revenue Miss | -$110 million |
| EPS Miss | -$0.14 per share |
| Sector | Investment Banking & Trading |
The weaker-than-expected results were driven primarily by lower investment banking and advisory revenue.
2. Apple Inc. (AAPL) – -6.13%
Apple posted one of the largest declines of the session after announcing price increases for iPads and MacBooks as memory costs continued to rise.
| Metric | Value |
|---|---|
| Thursday Drop | -6.13% |
| Recent Trend | Fifth consecutive down day |
| Price Increases | iPad and MacBook |
| Primary Cause | Higher DRAM and NAND memory costs |
| Microsoft | Raised Xbox prices by $100–$150 |
| Microsoft Stock | -3.23% |
The company continues to face higher component costs as DRAM and NAND prices remain elevated.
3. Microsoft (MSFT) – -3.23%
Microsoft officially entered bear market territory, falling more than 20% below its June 1 peak.
| Metric | Value |
|---|---|
| Thursday Drop | -3.23% |
| Bear Market Status | More than 20% below June 1 peak |
| Xbox Price Increase | +$100 (512GB), +$150 (1TB) |
| Reason | Higher component costs |
| Stifel Price Target | Reduced to $400 from $415 |
| All-Time High | $555.45 (July 2025) |
The company cited rising component costs when announcing higher Xbox prices.
4. Dell Technologies (DELL) – -6.3% to -6.7%
Dell shares fell sharply after Morgan Stanley downgraded the stock.
| Metric | Value |
|---|---|
| Thursday Drop | -6.3% to -6.7% |
| Downgrade | Morgan Stanley |
| Reason | Margin pressure from higher DRAM costs |
| Business Impact | Server and PC operations |
The downgrade cited increasing memory costs and their impact on profit margins across Dell’s infrastructure and PC businesses.
5. Hertz Global Holdings (HTZ) – -6.1%
Hertz extended its losses for a third consecutive trading session.
| Metric | Value |
|---|---|
| Thursday Drop | -6.1% |
| Wednesday Drop | -27.3% |
| Two-Day Decline | Approximately -31% |
| Catalyst | EV economics, lower oil prices, and ride-sharing trends |
The stock continued to decline following Wednesday’s sharp selloff.
6. PCE Inflation Reaches 4.1%
The Personal Consumption Expenditures (PCE) Price Index, the Federal Reserve’s preferred inflation measure, increased to 4.1% year-over-year in May.
| Metric | Value |
|---|---|
| PCE (YoY) | 4.1% |
| Core PCE (YoY) | 3.4% |
| Core PCE (Monthly) | +0.3% |
| Previous PCE | 3.8% |
| Rate Hike Expectations | Increased for December 2026 |
The inflation report increased expectations for additional Federal Reserve rate hikes and contributed to weakness in several growth stocks.
7. Iran Cargo Ship Attack Raises Market Concerns
Reports emerged Thursday that Iran attacked a cargo vessel near Oman, raising concerns about the stability of the recently announced peace agreement.
The developments had an immediate impact across markets:
- WTI crude oil rebounded after stabilizing near $70.
- Energy stocks recovered part of their recent losses.
- Defense stocks moved higher.
- Airline stocks gave back some gains.
- The peace agreement faced renewed uncertainty.
The geopolitical developments became one of Thursday evening’s major market stories.
Disclaimer : This publication is intended solely for informational and journalistic purposes and does not constitute financial, investment, or legal advice. All investments involve risk, including the potential loss of capital. Investors should conduct their own research before making any investment decisions.
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