Assenagon Asset Management S.A. Cuts Holdings in Jefferies Financial Group Inc. $JEF

Assenagon Asset Management S.A. lowered its position in Jefferies Financial Group Inc. (NYSE:JEF) by 63.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 171,325 shares of the financial services provider’s stock after selling 303,176 shares during the period. Assenagon Asset Management S.A. owned about 0.08% of Jefferies Financial Group worth $11,208,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Norges Bank acquired a new position in Jefferies Financial Group in the 2nd quarter worth about $107,356,000. Eminence Capital LP acquired a new position in shares of Jefferies Financial Group during the 2nd quarter worth approximately $79,958,000. Federated Hermes Inc. raised its stake in shares of Jefferies Financial Group by 6,056.0% during the 2nd quarter. Federated Hermes Inc. now owns 949,070 shares of the financial services provider’s stock worth $51,905,000 after buying an additional 933,653 shares during the period. Alliancebernstein L.P. lifted its position in shares of Jefferies Financial Group by 13.7% during the 1st quarter. Alliancebernstein L.P. now owns 6,808,340 shares of the financial services provider’s stock valued at $364,723,000 after buying an additional 819,594 shares in the last quarter. Finally, Fisher Asset Management LLC grew its stake in Jefferies Financial Group by 45.2% in the 2nd quarter. Fisher Asset Management LLC now owns 2,082,840 shares of the financial services provider’s stock valued at $113,911,000 after acquiring an additional 648,762 shares during the period. 60.88% of the stock is currently owned by institutional investors and hedge funds.

Jefferies Financial Group Trading Up 0.1%

Shares of Jefferies Financial Group stock opened at $61.97 on Friday. The company has a debt-to-equity ratio of 1.76, a current ratio of 1.05 and a quick ratio of 1.05. The stock’s 50 day simple moving average is $56.31 and its 200-day simple moving average is $58.21. The stock has a market cap of $12.78 billion, a P/E ratio of 21.29 and a beta of 1.52. Jefferies Financial Group Inc. has a 1-year low of $39.28 and a 1-year high of $82.68.

Jefferies Financial Group (NYSE:JEF) last posted its quarterly earnings results on Monday, September 29th. The financial services provider reported $1.01 EPS for the quarter, beating the consensus estimate of $0.79 by $0.22. The firm had revenue of $2.05 billion during the quarter, compared to analysts’ expectations of $1.75 billion. Jefferies Financial Group had a return on equity of 7.25% and a net margin of 7.40%.The business’s revenue for the quarter was up 21.6% on a year-over-year basis. During the same quarter last year, the firm earned $0.75 earnings per share. Analysts predict that Jefferies Financial Group Inc. will post 4.41 EPS for the current fiscal year.

Jefferies Financial Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, November 26th. Stockholders of record on Monday, November 17th were issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Monday, November 17th. Jefferies Financial Group’s payout ratio is currently 54.98%.

Trending Headlines about Jefferies Financial Group

Here are the key news stories impacting Jefferies Financial Group this week:

• Positive Sentiment: Jefferies research team is publicly bullish on commodity and sector themes that drive client trading and advisory activity — notably a high‑profile call forecasting record cash flow and margin expansion for gold miners by 2026, which can boost trading and underwriting volumes. Read More.
• Positive Sentiment: Jefferies is actively publishing actionable coverage and initiating Buy ratings (examples: Groww parent, Badger Meter, D‑Wave, IonQ, Ferguson, Birkenstock). Frequent Buy calls and initiations underline revenue opportunities from equity research, trading flow and investment‑banking pitches. Read More. Read More. Read More. Read More.
• Neutral Sentiment: Jefferies analysts are getting media visibility and market access through TV appearances (e.g., Randy Konik on Nike) and thought leadership on macro topics (Indian rupee outlook by Chris Wood), which supports the firm’s brand but has an indirect, mixed impact on near‑term revenue. Read More. Read More.
• Neutral Sentiment: Routine analyst coverage activity (maintained Hold on B&M, sector notes on defense, etc.) highlights steady research output but is unlikely by itself to move JEF shares materially. Read More. Read More.
• Negative Sentiment: Legal risk surfaced: a securities‑law firm announced an investigation into Jefferies and Point Bonita Capital tied to an SEC probe; that notice can pressure the stock because it raises the possibility of regulatory inquiries, litigation costs, and reputational damage. Investors should watch for official filings or disclosures from JEF. Read More.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Morgan Stanley set a $78.00 price objective on shares of Jefferies Financial Group and gave the stock an “overweight” rating in a research report on Monday, December 8th. Wall Street Zen upgraded shares of Jefferies Financial Group from a “sell” rating to a “hold” rating in a research report on Saturday, September 20th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Jefferies Financial Group in a report on Monday, December 15th. The Goldman Sachs Group cut their price objective on Jefferies Financial Group from $84.00 to $74.00 and set a “buy” rating for the company in a research note on Tuesday, October 14th. Finally, Telsey Advisory Group set a $74.00 target price on Jefferies Financial Group in a research report on Tuesday, September 30th. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Jefferies Financial Group presently has a consensus rating of “Moderate Buy” and an average target price of $72.71.

About Jefferies Financial Group

Jefferies Financial Group Inc is a diversified financial services company that provides a range of investment banking, capital markets and asset management services to corporations, governments and institutional investors worldwide. Through its core platform, Jefferies offers advisory services for mergers and acquisitions, debt and equity underwriting, restructuring and recapitalization. The firm also operates a global sales and trading business covering equities, fixed income and foreign exchange products, complemented by equity research and macroeconomic analysis.

In addition to its capital markets franchise, Jefferies maintains a growing asset management division that delivers customized investment solutions across public and private markets.