Ervin Investment Management LLC Reduces Holdings in Jefferies Financial Group Inc. $JEF

Ervin Investment Management LLC reduced its stake in shares of Jefferies Financial Group Inc. (NYSE:JEF) by 93.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,351 shares of the financial services provider’s stock after selling 81,347 shares during the quarter. Ervin Investment Management LLC’s holdings in Jefferies Financial Group were worth $309,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Parallel Advisors LLC grew its holdings in shares of Jefferies Financial Group by 1.8% during the third quarter. Parallel Advisors LLC now owns 10,546 shares of the financial services provider’s stock worth $690,000 after purchasing an additional 187 shares during the last quarter. Rothschild Investment LLC lifted its holdings in shares of Jefferies Financial Group by 34.7% in the 3rd quarter. Rothschild Investment LLC now owns 741 shares of the financial services provider’s stock valued at $48,000 after purchasing an additional 191 shares during the last quarter. Quadrant Capital Group LLC boosted its position in shares of Jefferies Financial Group by 1.3% in the 3rd quarter. Quadrant Capital Group LLC now owns 15,811 shares of the financial services provider’s stock valued at $1,034,000 after purchasing an additional 206 shares during the period. Allworth Financial LP grew its stake in Jefferies Financial Group by 11.2% during the 3rd quarter. Allworth Financial LP now owns 2,159 shares of the financial services provider’s stock worth $141,000 after buying an additional 217 shares during the last quarter. Finally, Punch & Associates Investment Management Inc. grew its stake in Jefferies Financial Group by 4.2% during the 3rd quarter. Punch & Associates Investment Management Inc. now owns 5,495 shares of the financial services provider’s stock worth $359,000 after buying an additional 220 shares during the last quarter. 60.88% of the stock is owned by hedge funds and other institutional investors.

Jefferies Financial Group Trading Up 0.0%

NYSE:JEF opened at $42.00 on Wednesday. Jefferies Financial Group Inc. has a 12-month low of $35.53 and a 12-month high of $71.04. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 1.73. The stock’s 50 day simple moving average is $47.12 and its 200-day simple moving average is $55.00. The firm has a market cap of $8.68 billion, a P/E ratio of 14.19 and a beta of 1.52.

Jefferies Financial Group (NYSE:JEF) last issued its quarterly earnings results on Wednesday, March 25th. The financial services provider reported $0.70 earnings per share for the quarter, missing the consensus estimate of $0.89 by ($0.19). Jefferies Financial Group had a return on equity of 7.86% and a net margin of 6.61%.The company had revenue of $2.02 billion for the quarter, compared to analyst estimates of $2.02 billion. During the same period in the prior year, the business earned $0.57 earnings per share. Jefferies Financial Group’s revenue for the quarter was up 26.6% compared to the same quarter last year. Equities analysts anticipate that Jefferies Financial Group Inc. will post 4.41 EPS for the current year.

Jefferies Financial Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Monday, May 18th will be issued a dividend of $0.40 per share. The ex-dividend date of this dividend is Monday, May 18th. This represents a $1.60 annualized dividend and a dividend yield of 3.8%. Jefferies Financial Group’s dividend payout ratio (DPR) is currently 54.05%.

Key Stories Impacting Jefferies Financial Group

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

• Positive Sentiment: Active, high‑profile research coverage and bullish calls on large tech and AI beneficiaries (e.g., Broadcom) can drive trading volumes and advisory opportunities that support Jefferies’ revenue stream. Jefferies Sees Strong Upside in Broadcom Stock (AVGO)
• Positive Sentiment: Numerous initiations/upgrades (Robinhood, Kratos, Twilio, Fincantieri, Titagarh, etc.) show steady research flow and potential deal pipeline for capital markets and execution businesses — a structural positive for JEF’s franchise revenue. Jefferies Is Betting on Robinhood to Become a ‘Super App.’
• Neutral Sentiment: Execution services continue (AJ Bell reported repurchasing shares via Jefferies Int.), which generates fee income but is not a material one‑off driver for JEF’s share price. AJ Bell cancels 400,000 shares in ongoing £50m buyback
• Neutral Sentiment: Research notes (e.g., regional travel fallout from the Iran‑Middle East war, pharma tariff impacts) show Jefferies adjusting client views — useful for franchise credibility but not an immediate earnings shock to JEF itself. Iran war impact on travel: How Jefferies is tweaking its hotel, airline stock portfolio
• Negative Sentiment: Pomerantz LLP launched an investor investigation into Jefferies (JEF) — a legal probe that could lead to litigation, settlements, or regulatory scrutiny. This is the clearest near‑term negative catalyst and is likely why investors are cautious. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jefferies Financial Group Inc. – JEF

Analyst Ratings Changes

A number of research firms recently issued reports on JEF. Weiss Ratings restated a “hold (c-)” rating on shares of Jefferies Financial Group in a research note on Friday, March 27th. Morgan Stanley downgraded Jefferies Financial Group from an “overweight” rating to an “equal weight” rating and set a $49.00 price target on the stock. in a research note on Monday, March 9th. Zacks Research downgraded Jefferies Financial Group from a “hold” rating to a “strong sell” rating in a research note on Wednesday, March 11th. UBS Group dropped their price target on Jefferies Financial Group from $76.00 to $59.00 and set a “buy” rating on the stock in a research note on Thursday, March 12th. Finally, Oppenheimer dropped their price target on Jefferies Financial Group from $97.00 to $74.00 and set an “outperform” rating on the stock in a research note on Friday, March 13th. Three research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $57.14.

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.