Strs Ohio Reduces Position in Jefferies Financial Group Inc. $JEF

Posted by Defense World Staff on Jan 26th, 2026

Strs Ohio decreased its holdings in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 40.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 238,161 shares of the financial services provider’s stock after selling 160,943 shares during the quarter. Strs Ohio owned 0.12% of Jefferies Financial Group worth $15,580,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of JEF. Norges Bank bought a new stake in shares of Jefferies Financial Group in the second quarter worth approximately $107,356,000. Eminence Capital LP bought a new stake in Jefferies Financial Group in the 2nd quarter worth approximately $79,958,000. Federated Hermes Inc. raised its stake in 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 valued at $51,905,000 after buying an additional 933,653 shares during the last quarter. Fisher Asset Management LLC raised its stake in Jefferies Financial Group by 45.2% during 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 buying an additional 648,762 shares during the last quarter. Finally, Holocene Advisors LP bought a new position in shares of Jefferies Financial Group during the 2nd quarter valued at $32,395,000. Institutional investors own 60.88% of the company’s stock.

Jefferies Financial Group Stock Down 1.7%

NYSE JEF opened at $62.25 on Monday. Jefferies Financial Group Inc. has a 52 week low of $39.28 and a 52 week high of $77.83. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 1.76. The company has a market capitalization of $12.84 billion, a P/E ratio of 22.00 and a beta of 1.51. The stock’s 50-day moving average price is $60.66 and its 200-day moving average price is $59.82.

Jefferies Financial Group (NYSE:JEF – Get Free Report) last announced its quarterly earnings data on Wednesday, January 7th. The financial services provider reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.83 by $0.13. Jefferies Financial Group had a return on equity of 7.31% and a net margin of 6.56%.The company had revenue of $2.07 billion during the quarter, compared to the consensus estimate of $2.01 billion. During the same period in the previous year, the company posted $0.91 EPS. The firm’s revenue was up 5.7% on a year-over-year basis. On average, equities research analysts predict that Jefferies Financial Group Inc. will post 4.41 earnings per share for the current year.

Jefferies Financial Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Tuesday, February 17th will be given 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 is Tuesday, February 17th. Jefferies Financial Group’s dividend payout ratio (DPR) is presently 56.54%.

Key Headlines Impacting Jefferies Financial Group

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

Positive Sentiment: Jefferies reported a quarterly beat (EPS $0.96 vs. $0.83 est.; revenue $2.07B vs. $2.01B) with revenue up ~5.7% year‑over‑year and solid margins/ROE — supports the firm’s earnings credibility and valuation metrics.
Neutral Sentiment: Jefferies’ analysts remain active across sectors — recent coverage includes reiterations and price‑target moves on names such as Judges Scientific and Boku; this shows continued strength of the firm’s research franchise but has limited direct impact on JEF fundamentals. Judges Scientific: Cyclical Headwinds but Strengthening Fundamentals Support Buy Rating
Neutral Sentiment: Jefferies sold its bitcoin holdings, citing quantum‑computing risk to crypto — a risk‑management move that reduces crypto balance‑sheet exposure (lower volatility) but could be viewed as forfeiting upside if crypto rallies. Jefferies Financial Group Just Dumped Bitcoin. Here’s Why.
Negative Sentiment: Rosen Law Firm announced an investigation into potential securities claims against Jefferies, alleging materially misleading disclosures — this raises litigation risk and potential headline‑driven volatility for JEF shares. Rosen Law Firm Encourages Jefferies Financial Group Inc. Investors to Inquire About Securities Class Action Investigation – JEF

Analyst Upgrades and Downgrades

Several analysts recently commented on JEF shares. Telsey Advisory Group set a $74.00 price objective on Jefferies Financial Group in a report on Tuesday, September 30th. Weiss Ratings restated a “hold (c-)” rating on shares of Jefferies Financial Group in a research note on Monday, December 29th. Zacks Research lowered shares of Jefferies Financial Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 1st. The Goldman Sachs Group dropped their price objective on shares of Jefferies Financial Group from $84.00 to $74.00 and set a “buy” rating on the stock in a report on Tuesday, October 14th. Finally, UBS Group restated a “buy” rating on shares of Jefferies Financial Group in a research report on Tuesday, December 30th. Four investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $72.71.

Get Our Latest Stock Report on JEF

About Jefferies Financial Group

(Free Report)

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.