Rose Capital Advisors LLC acquired a new position in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The firm acquired 25,657 shares of the financial services provider’s stock, valued at approximately $1,282,000.
Several other hedge funds and other institutional investors have also modified their holdings of the company. Bison Wealth LLC acquired a new stake in Jefferies Financial Group during the 4th quarter worth approximately $224,000. Arrowstreet Capital Limited Partnership acquired a new position in Jefferies Financial Group during the second quarter valued at approximately $3,325,000. EverSource Wealth Advisors LLC lifted its position in Jefferies Financial Group by 159.3% during the second quarter. EverSource Wealth Advisors LLC now owns 892 shares of the financial services provider’s stock valued at $49,000 after buying an additional 548 shares in the last quarter. Amundi grew its stake in Jefferies Financial Group by 8.6% during the second quarter. Amundi now owns 226,025 shares of the financial services provider’s stock worth $12,798,000 after buying an additional 17,935 shares during the period. Finally, NewEdge Advisors LLC grew its stake in Jefferies Financial Group by 11.8% during the second quarter. NewEdge Advisors LLC now owns 25,970 shares of the financial services provider’s stock worth $1,420,000 after buying an additional 2,751 shares during the period. 60.88% of the stock is owned by institutional investors and hedge funds.
More Jefferies Financial Group News
Here are the key news stories impacting Jefferies Financial Group this week:
- Positive Sentiment: A Jefferies-linked fund reportedly secured a freezing order against trader Radiant World. The order could help preserve assets while the fund pursues recovery, though the financial impact on Jefferies Financial Group is not disclosed. Jefferies Unit Wins Freezing Order Against Trader Radiant World
- Neutral Sentiment: Jefferies will host its annual investor meeting on October 19, 2026, in Manhattan. Management is expected to present updates on its major businesses and answer investor questions; the event could provide additional details on strategy, capital allocation and operating trends. Jefferies Financial Group Inc. to Host Annual Investor Meeting
- Neutral Sentiment: Jefferies research projects that large FCNR(B) deposit inflows could increase banking-sector earnings by Rs 10,000–11,000 crore annually, while potentially pressuring margins. The view may support the firm’s banking advisory and research profile, but it does not directly change JEF’s reported results. FCNR(B) Inflows and Banking Earnings
- Neutral Sentiment: Additional Jefferies commentary remained bullish on Big Tech’s artificial-intelligence spending but warned of power shortages and regulatory delays. Separate research identified selective opportunities in Indian equities, uranium and energy infrastructure. These reports highlight ongoing research activity but offer no direct catalyst for JEF’s stock. Jefferies Big Tech AI Outlook
Jefferies Financial Group Stock Up 2.0%
Jefferies Financial Group (NYSE:JEF – Get Free Report) last posted its earnings results on Wednesday, June 24th. The financial services provider reported $1.02 EPS for the quarter, missing analysts’ consensus estimates of $1.16 by ($0.14). Jefferies Financial Group had a return on equity of 9.23% and a net margin of 7.58%.The firm had revenue of $2.21 billion for the quarter, compared to analyst estimates of $2.30 billion. During the same period in the previous year, the firm posted $0.40 earnings per share. The company’s revenue for the quarter was up 35.0% on a year-over-year basis. As a group, analysts forecast that Jefferies Financial Group Inc. will post 3.71 earnings per share for the current fiscal year.
Jefferies Financial Group Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Friday, August 28th. Investors of record on Tuesday, August 18th were paid a dividend of $0.40 per share. The ex-dividend date of this dividend was Tuesday, August 18th. This represents a $1.60 annualized dividend and a yield of 2.9%. Jefferies Financial Group’s payout ratio is 44.69%.
Jefferies Financial Group declared that its board has authorized a share repurchase plan on Wednesday, June 24th that permits the company to repurchase $250.00 million in shares. This repurchase authorization permits the financial services provider to purchase up to 2% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board of directors believes its stock is undervalued.
Analyst Upgrades and Downgrades
A number of brokerages have recently commented on JEF. Morgan Stanley raised their target price on shares of Jefferies Financial Group from $44.00 to $50.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 9th. BMO Capital Markets upped their price target on shares of Jefferies Financial Group from $42.00 to $60.00 and gave the stock a “market perform” rating in a research report on Monday, June 8th. Weiss Ratings downgraded Jefferies Financial Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, August 27th. Oppenheimer cut their price objective on Jefferies Financial Group from $87.00 to $83.00 and set an “outperform” rating on the stock in a research report on Thursday, June 25th. Finally, UBS Group cut their price objective on Jefferies Financial Group from $67.00 to $65.00 and set a “neutral” rating on the stock in a research report on Thursday, June 25th. Two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, Jefferies Financial Group has an average rating of “Hold” and an average target price of $62.62.
Read Our Latest Analysis on Jefferies Financial Group
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.
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