Intech Investment Management LLC Sells 226,854 Shares of Jefferies Financial Group Inc. $JEF

Intech Investment Management LLC lessened its position in Jefferies Financial Group Inc. (NYSE:JEF) by 77.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 67,581 shares of the financial services provider’s stock after selling 226,854 shares during the period. Intech Investment Management LLC’s holdings in Jefferies Financial Group were worth $4,421,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in JEF. Root Financial Partners LLC purchased a new position in Jefferies Financial Group in the 3rd quarter worth approximately $30,000. Chilton Capital Management LLC purchased a new stake in Jefferies Financial Group during the 3rd quarter valued at $36,000. Rothschild Investment LLC increased 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 worth $48,000 after purchasing an additional 191 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of Jefferies Financial Group by 159.3% in the second quarter. EverSource Wealth Advisors LLC now owns 892 shares of the financial services provider’s stock worth $49,000 after purchasing an additional 548 shares during the last quarter. Finally, Bessemer Group Inc. lifted its holdings in shares of Jefferies Financial Group by 48.8% during the second quarter. Bessemer Group Inc. now owns 912 shares of the financial services provider’s stock valued at $50,000 after purchasing an additional 299 shares in the last quarter. Hedge funds and other institutional investors own 60.88% of the company’s stock.

Jefferies Financial Group Stock Performance

NYSE:JEF opened at $44.26 on Friday. 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 stock has a 50-day moving average price of $59.49 and a 200 day moving average price of $59.60. The stock has a market capitalization of $9.14 billion, a P/E ratio of 15.64 and a beta of 1.50.

Jefferies Financial Group (NYSE:JEF) last issued 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. The firm had revenue of $2.07 billion during the quarter, compared to analyst estimates of $2.01 billion. Jefferies Financial Group had a net margin of 6.56% and a return on equity of 7.27%. Jefferies Financial Group’s revenue for the quarter was up 5.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.91 earnings per share. Equities research analysts forecast that Jefferies Financial Group Inc. will post 4.41 EPS for the current fiscal year.

Jefferies Financial Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Tuesday, February 17th were paid a dividend of $0.40 per share. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $1.60 dividend on an annualized basis and a yield of 3.6%. Jefferies Financial Group’s dividend payout ratio is presently 56.54%.

Analyst Ratings Changes

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

More Jefferies Financial Group News

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

• Positive Sentiment: Jefferies has been promoting a refreshed stance on valuation discipline and gained attention for its Russell 1000 positioning, which investors could view as a constructive strategic message for long‑term positioning. Jefferies (NYSE:JEF) Fresh Stance Lifts Russell 1000 Focus On Valuation Discipline
• Neutral Sentiment: Jefferies’ research/coverage activity remains active — analysts have maintained or reiterated ratings on several European and software names (e.g., Amadeus, Mobico), which underscores ongoing fee‑generating research and advisory work but has limited immediate impact on JEF’s share price. Amadeus: Robust Q4 Beat and Credible Growth Outlook Underpin Buy Rating
• Neutral Sentiment: More analyst actions (Buys/Holds) on other companies and sector commentary (software, transport, etc.) emphasize Jefferies’ core brokerage/research franchise but are not direct drivers of its stock today. Mobico: Stronger-Than-Expected EBIT and Structurally Improved Business Undervalued at 10x FY25 EV/EBIT
• Negative Sentiment: Jefferies reported roughly £100m (~$135m) of exposure to Market Financial Solutions (MFS), a UK mortgage financier that entered insolvency — a direct hit to asset/credit exposures and a clear near‑term catalyst for share weakness. Jefferies holds $135 million exposure to collapsed UK lender MFS, Bloomberg News reports
• Negative Sentiment: An investor law firm (Pomerantz) opened an investigation into Jefferies on behalf of shareholders, raising the prospect of litigation or reputational pressure that can weigh on stock multiples while unresolved. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jefferies Financial Group Inc. – JEF
• Negative Sentiment: Separately, investors have sued a Jefferies fund over losses tied to the collapse of First Brands, adding to a string of legal and fund‑related disputes that increase uncertainty about potential losses or reputational damage. Jefferies Fund Sued by Investors Over First Brands Collapse

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.