Shelton Wealth Management LLC Sells 16,281 Shares of Jefferies Financial Group Inc. $JEF

Posted by Geri Gentry on Jul 7th, 2026

Shelton Wealth Management LLC cut its stake in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 70.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,797 shares of the financial services provider’s stock after selling 16,281 shares during the quarter. Shelton Wealth Management LLC’s holdings in Jefferies Financial Group were worth $280,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the company. Salomon & Ludwin LLC increased its holdings in Jefferies Financial Group by 75.0% during the 4th quarter. Salomon & Ludwin LLC now owns 413 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 177 shares during the period. Smithfield Trust Co purchased a new stake in shares of Jefferies Financial Group in the 4th quarter worth $27,000. Elyxium Wealth LLC bought a new position in shares of Jefferies Financial Group during the 4th quarter worth $28,000. Nvwm LLC purchased a new position in shares of Jefferies Financial Group during the fourth quarter valued at $31,000. Finally, Ramirez Asset Management Inc. purchased a new position in shares of Jefferies Financial Group during the fourth quarter valued at $31,000. Hedge funds and other institutional investors own 60.88% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently weighed in on JEF shares. BMO Capital Markets upped their price objective on shares of Jefferies Financial Group from $42.00 to $60.00 and gave the stock a “market perform” rating in a research note on Monday, June 8th. Zacks Research upgraded shares of Jefferies Financial Group from a “strong sell” rating to a “hold” rating in a report on Thursday, April 9th. Oppenheimer lowered their price target on shares of Jefferies Financial Group from $87.00 to $83.00 and set an “outperform” rating for the company in a research report on Thursday, June 25th. Weiss Ratings downgraded shares of Jefferies Financial Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, June 29th. Finally, Loop Capital set a $60.00 price objective on shares of Jefferies Financial Group in a report on Monday, June 8th. Two investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Jefferies Financial Group has a consensus rating of “Hold” and an average price target of $62.62.

Read Our Latest Research Report on JEF

Jefferies Financial Group Stock Down 2.6%

Shares of JEF traded down $1.42 during midday trading on Tuesday, hitting $53.42. 311,701 shares of the company’s stock traded hands, compared to its average volume of 2,664,892. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 1.87. The stock has a market capitalization of $10.92 billion, a price-to-earnings ratio of 14.89 and a beta of 1.54. Jefferies Financial Group Inc. has a 1 year low of $35.53 and a 1 year high of $71.04. The firm’s fifty day moving average is $53.99 and its 200-day moving average is $52.81.

Jefferies Financial Group (NYSE:JEF – Get Free Report) last announced its earnings results on Wednesday, June 24th. The financial services provider reported $1.02 earnings per share for the quarter, missing the consensus estimate 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 business had revenue of $2.21 billion for the quarter, compared to analysts’ expectations of $2.30 billion. During the same quarter last year, the firm earned $0.40 earnings per share. The firm’s quarterly revenue was up 35.0% compared to the same quarter last year. As a group, sell-side analysts anticipate that Jefferies Financial Group Inc. will post 3.71 earnings per share for the current year.

Jefferies Financial Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Tuesday, August 18th will be paid a dividend of $0.40 per share. The ex-dividend date is Tuesday, August 18th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 3.0%. Jefferies Financial Group’s payout ratio is presently 44.69%.

Jefferies Financial Group announced that its board has approved a share repurchase program on Wednesday, June 24th that authorizes the company to repurchase $250.00 million in shares. This repurchase authorization authorizes the financial services provider to repurchase up to 2% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s leadership believes its shares are undervalued.

Jefferies Financial Group Profile

(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.