Fox Run Management L.L.C. Takes $2.11 Million Position in Jefferies Financial Group Inc. $JEF

Fox Run Management L.L.C. acquired a new stake in shares of Jefferies Financial Group Inc. (NYSE:JEF) during the third quarter, according to its most recent filing with the SEC. The fund acquired 32,316 shares of the financial services provider’s stock, valued at approximately $2,114,000. Jefferies Financial Group accounts for approximately 0.3% of Fox Run Management L.L.C.’s investment portfolio, making the stock its 24th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in JEF. Allspring Global Investments Holdings LLC grew its holdings in Jefferies Financial Group by 5.2% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 7,353,399 shares of the financial services provider’s stock valued at $466,867,000 after buying an additional 363,219 shares in the last quarter. Fisher Asset Management LLC lifted its holdings in shares of Jefferies Financial Group by 45.2% in the second quarter. Fisher Asset Management LLC now owns 2,082,840 shares of the financial services provider’s stock worth $113,911,000 after buying an additional 648,762 shares in the last quarter. Norges Bank bought a new position in shares of Jefferies Financial Group in the second quarter valued at approximately $107,356,000. Federated Hermes Inc. grew its stake in Jefferies Financial Group by 56.2% during the third quarter. Federated Hermes Inc. now owns 1,481,993 shares of the financial services provider’s stock valued at $96,952,000 after acquiring an additional 532,923 shares in the last quarter. Finally, Eminence Capital LP purchased a new position in Jefferies Financial Group during the second quarter valued at approximately $79,958,000. Hedge funds and other institutional investors own 60.88% of the company’s stock.

Key Jefferies Financial Group News

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

• Positive Sentiment: Jefferies’ research remains high‑visibility and market‑moving — the firm publicly called IBM a “buy the dip” after a sharp selloff, demonstrating Jefferies’ research can generate trading interest and client engagement that support revenue. IBM Stock Just Had Its Worst Day Since 2000 – Jefferies Says Buy the Dip
• Positive Sentiment: Jefferies continues to run conferences and investor events (e.g., Power & Clean Energy conference participation by clients), which are recurring revenue and relationship drivers for the firm’s investment‑banking and sales businesses. ARRAY Technologies to Participate in Jefferies Power and Clean Energy Conference on March 3, 2026
• Neutral Sentiment: Jefferies has been active issuing sector calls and ratings changes (software and Indian IT downgrades, plus suggested alternatives); this increases trading flow and research relevance but also signals elevated market volatility that could compress deal activity. 4 Software Stocks Just Got Downgraded — And Jefferies Says These Are the Ones to Watch Instead
• Neutral Sentiment: Jefferies strategists are publicly discussing macro/AI-driven market scenarios (including potential populist backlashes), shaping client positioning but adding to short‑term headline risk. What could save the markets from AI Armageddon? Populist backlash — and it’s already started.
• Negative Sentiment: A securities‑law firm announced an investigation into Jefferies and its executives, which raises legal and reputational risk for the company and can pressure the stock until resolved. Jefferies Shareholders Are Encouraged to Contact Johnson Fistel for More Information About Potentially Recovering Their Losses
• Negative Sentiment: Estimated executive pay disclosure shows a sizable increase in CEO compensation for 2025, which can create governance/optics concerns among investors focused on stewardship and expenses. Jefferies Financial Group Inc. ($JEF) CEO 2025 Pay Revealed
• Negative Sentiment: Institutional‑holding data cited large quarterly share reductions by several major managers, which could weigh on near‑term demand and sentiment if sustained. Jefferies Financial Group Inc. ($JEF) CEO 2025 Pay Revealed

Jefferies Financial Group Price Performance

Shares of Jefferies Financial Group stock opened at $50.25 on Wednesday. The firm has a market capitalization of $10.38 billion, a PE ratio of 17.76 and a beta of 1.50. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 1.73. Jefferies Financial Group Inc. has a 12 month low of $39.28 and a 12 month high of $71.04. The business’s 50-day moving average price is $60.31 and its 200-day moving average price is $59.85.

Jefferies Financial Group (NYSE:JEF) last released its earnings results on Wednesday, January 7th. The financial services provider reported $0.96 earnings per share for the quarter, topping analysts’ consensus estimates of $0.83 by $0.13. Jefferies Financial Group had a return on equity of 7.27% 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 quarter in the previous year, the company posted $0.91 EPS. Jefferies Financial Group’s quarterly revenue was up 5.7% compared to the same quarter last year. Sell-side analysts forecast that Jefferies Financial Group Inc. will post 4.41 EPS for the current fiscal year.

Jefferies Financial Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Tuesday, February 17th will be issued a dividend of $0.40 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $1.60 annualized dividend and a dividend yield of 3.2%. Jefferies Financial Group’s dividend payout ratio (DPR) is currently 56.54%.

Analyst Ratings Changes

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

Jefferies Financial Group Company 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.