Jefferies Financial Group Inc. $JEF Shares Acquired by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. increased its holdings in shares of Jefferies Financial Group Inc. (NYSE:JEF) by 5.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 246,285 shares of the financial services provider’s stock after purchasing an additional 13,035 shares during the quarter. Envestnet Asset Management Inc. owned 0.12% of Jefferies Financial Group worth $16,112,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of JEF. Hantz Financial Services Inc. grew its stake in Jefferies Financial Group by 69.4% during the third quarter. Hantz Financial Services Inc. now owns 1,682 shares of the financial services provider’s stock worth $110,000 after buying an additional 689 shares during the period. Oakworth Capital Inc. acquired a new position in shares of Jefferies Financial Group during the 3rd quarter valued at $94,000. AlphaQuest LLC boosted its position in Jefferies Financial Group by 927.8% during the 3rd quarter. AlphaQuest LLC now owns 26,004 shares of the financial services provider’s stock worth $1,701,000 after purchasing an additional 23,474 shares during the period. Arizona State Retirement System increased its holdings in Jefferies Financial Group by 1.4% in the 3rd quarter. Arizona State Retirement System now owns 45,780 shares of the financial services provider’s stock valued at $2,995,000 after purchasing an additional 635 shares in the last quarter. Finally, Foundations Investment Advisors LLC acquired a new stake in Jefferies Financial Group in the 3rd quarter valued at $268,000. Hedge funds and other institutional investors own 60.88% of the company’s stock.

Jefferies Financial Group Trading Down 0.8%

Shares of NYSE JEF opened at $53.64 on Monday. The stock’s 50 day moving average price is $61.55 and its two-hundred day moving average price is $60.10. Jefferies Financial Group Inc. has a 52-week low of $39.28 and a 52-week high of $72.20. The stock has a market capitalization of $11.08 billion, a P/E ratio of 18.96 and a beta of 1.50. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 1.73.

Jefferies Financial Group (NYSE:JEF) last issued its earnings results on Wednesday, January 7th. The financial services provider reported $0.96 EPS for the quarter, topping the consensus estimate of $0.83 by $0.13. The company had revenue of $2.07 billion during the quarter, compared to analyst estimates of $2.01 billion. Jefferies Financial Group had a return on equity of 7.27% and a net margin of 6.56%.The business’s revenue was up 5.7% on a year-over-year basis. During the same quarter last year, the firm earned $0.91 EPS. On average, analysts anticipate that Jefferies Financial Group Inc. will post 4.41 earnings per share for the current fiscal year.

Jefferies Financial Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Tuesday, February 17th will be issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend is Tuesday, February 17th. Jefferies Financial Group’s dividend payout ratio is 56.54%.

Jefferies Financial Group News Roundup

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

• Positive Sentiment: SMBC alliance and board addition deepen strategic ties — Jefferies nominated SMBC Group executive Yoshihiro Hyakutome to its board and announced a deeper strategic alliance with SMBC, which could expand Jefferies’ access to Japanese capital markets, corporate clients, and cross‑border deal flow. This is a material strategic development that can support fee revenue and global origination. SMBC Nomination
• Positive Sentiment: Corporate‑broker appointment (Luceco) expands client services — Jefferies was named a joint corporate broker for Luceco plc, signaling ongoing demand for Jefferies’ corporate broking and advisory services in the U.K., which supports recurring and transaction revenue. Luceco Appointment
• Positive Sentiment: Research highlights (Beta Technologies) showcase growth‑equity coverage — Jefferies published bullish analysis on Beta Technologies (flying‑car/EV aviation), citing certification milestones and a large backlog; this underscores Jefferies’ thematic research that can generate trading and advisory opportunities. Beta Technologies Coverage
• Neutral Sentiment: High volume of analyst ratings/notes — Jefferies published multiple coverage actions and price‑target changes (Entain, BridgeBio, Ferrari PT raise, THG, CANCOM, Swedencare, TC Energy hold). This is routine for a major investment bank and supports recurring research and trading revenue, but the direct near‑term impact on JEF equity depends on deal capture and trading flows. Sample Analyst Notes
• Neutral Sentiment: Coverage commentary on third parties (Muthoot Finance) — Jefferies maintained positive views on companies such as Muthoot Finance even as that stock moved sharply lower; this highlights that Jefferies’ views can influence markets but do not always prevent volatility in covered names. Muthoot Finance Coverage

Wall Street Analyst Weigh In

JEF has been the topic of a number of recent research reports. Weiss Ratings restated a “hold (c-)” rating on shares of Jefferies Financial Group in a research note on Monday, December 29th. UBS Group reaffirmed a “buy” rating on shares of Jefferies Financial Group in a research report on Tuesday, December 30th. Morgan Stanley set a $78.00 target price on shares of Jefferies Financial Group and gave the stock an “overweight” rating in a research report on Monday, December 8th. Zacks Research downgraded shares of Jefferies Financial Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 1st. Finally, Oppenheimer lifted their price target on shares of Jefferies Financial Group from $81.00 to $97.00 and gave the stock an “outperform” rating in a research note on Thursday, December 11th. Four analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $72.71.

Jefferies Financial Group Profile

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.