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

Intech Investment Management LLC decreased its holdings in shares of Jefferies Financial Group Inc. (NYSE:JEF) by 77.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 67,581 shares of the financial services provider’s stock after selling 226,854 shares during the quarter. Intech Investment Management LLC’s holdings in Jefferies Financial Group were worth $4,421,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of JEF. Root Financial Partners LLC bought a new stake in shares of Jefferies Financial Group in the 3rd quarter worth about $30,000. Chilton Capital Management LLC purchased a new position in Jefferies Financial Group in the third quarter worth about $36,000. Rothschild Investment LLC increased its stake in Jefferies Financial Group by 34.7% during the third quarter. Rothschild Investment LLC now owns 741 shares of the financial services provider’s stock worth $48,000 after acquiring an additional 191 shares during the last quarter. EverSource Wealth Advisors LLC raised 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 purchasing an additional 548 shares during the period. Finally, Bessemer Group Inc. lifted its stake in shares of Jefferies Financial Group by 48.8% in the 2nd 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 during the last quarter. Institutional investors own 60.88% of the company’s stock.

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

Analysts Set New Price Targets

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

Jefferies Financial Group Price Performance

Shares of JEF stock opened at $44.26 on Friday. The company has a market capitalization of $9.14 billion, a P/E ratio of 15.64 and a beta of 1.50. The company’s 50-day simple moving average is $59.49 and its two-hundred day simple moving average is $59.60. Jefferies Financial Group Inc. has a one year low of $39.28 and a one year high of $71.04. The company has a debt-to-equity ratio of 1.73, a current ratio of 0.99 and a quick ratio of 0.99.

Jefferies Financial Group (NYSE:JEF) last posted its quarterly earnings results on Wednesday, January 7th. The financial services provider reported $0.96 earnings per share for the quarter, beating the consensus estimate of $0.83 by $0.13. Jefferies Financial Group had a net margin of 6.56% and a return on equity of 7.27%. The firm 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 firm posted $0.91 earnings per share. The company’s revenue was up 5.7% on a year-over-year basis. As a group, equities analysts anticipate that Jefferies Financial Group Inc. will post 4.41 EPS for the current year.

Jefferies Financial Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Tuesday, February 17th were issued a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 3.6%. The ex-dividend date was Tuesday, February 17th. Jefferies Financial Group’s dividend payout ratio is currently 56.54%.

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.