14,332 Shares in Jefferies Financial Group Inc. $JEF Acquired by Fieldview Capital Management LLC

Fieldview Capital Management LLC bought a new position in Jefferies Financial Group Inc. (NYSE:JEF) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 14,332 shares of the financial services provider’s stock, valued at approximately $938,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Root Financial Partners LLC bought a new stake in shares of Jefferies Financial Group in the 3rd quarter worth approximately $30,000. Chilton Capital Management LLC purchased a new stake in shares of Jefferies Financial Group in the 3rd quarter valued at $36,000. Rothschild Investment LLC grew its holdings in shares of Jefferies Financial Group by 34.7% during 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. EverSource Wealth Advisors LLC grew its holdings in shares of Jefferies Financial Group by 159.3% during the 2nd 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 last quarter. Finally, Tripletail Wealth Management LLC purchased a new position in Jefferies Financial Group in the 3rd quarter worth $69,000. 60.88% of the stock is currently owned by institutional investors.

Jefferies Financial Group Stock Performance

Shares of JEF stock opened at $38.10 on Tuesday. The firm has a market capitalization of $7.87 billion, a price-to-earnings ratio of 13.46 and a beta of 1.52. The stock has a fifty day moving average of $56.98 and a 200 day moving average of $58.84. Jefferies Financial Group Inc. has a 52 week low of $35.72 and a 52 week high of $71.04. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 1.73.

Jefferies Financial Group (NYSE:JEF) last issued its quarterly earnings data on Wednesday, January 7th. The financial services provider reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $2.07 billion for the quarter, compared to the consensus estimate of $2.01 billion. During the same period in the previous year, the firm earned $0.91 EPS. The company’s quarterly revenue was up 5.7% compared to the same quarter last year. As a group, research analysts expect that Jefferies Financial Group Inc. will post 4.41 earnings per share for the current year.

Jefferies Financial Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Tuesday, February 17th were given a dividend of $0.40 per share. The ex-dividend date was Tuesday, February 17th. This represents a $1.60 annualized dividend and a dividend yield of 4.2%. Jefferies Financial Group’s payout ratio is currently 56.54%.

Key Stories Impacting Jefferies Financial Group

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

• Positive Sentiment: Jefferies says its exposure to UK mortgage lender MFS will be small — management expects a hit of less than $20 million, limiting potential capital and earnings impact. Article Title
• Positive Sentiment: Ongoing strength in Jefferies’ research franchise: Jefferies analysts initiated coverage on Uno Minda (Buy, target Rs 1,350) and maintained Buy ratings/targets on companies such as Thales, Constellation Software and Haleon — these actions support recurring advisory/research revenue and signal stable client activity. Uno Minda article Thales article Constellation article Haleon article
• Neutral Sentiment: Jefferies has publicly defended itself against the Western Alliance lawsuit — a necessary step but it leaves outcome uncertainty; the firm’s comments may reduce some investor fear if they are persuasive. Defense article
• Negative Sentiment: Western Alliance filed a $126.4M lawsuit tied to a loan connected to bankrupt First Brands, alleging breach and fraud — this prompted immediate market selling and raises litigation, potential indemnity or reserve risk. Zacks article
• Negative Sentiment: Kaplan Fox launched an investigation into potential securities-law violations at Jefferies — a separate regulatory/legal overhang that can increase legal costs, management distraction and investor uncertainty. Kaplan Fox article
• Negative Sentiment: Morgan Stanley downgraded JEF from Overweight to Equal Weight and set a $49 price target — a high-profile analyst downgrade can pressure sentiment even if the target still implies upside from current levels. Finviz note

Wall Street Analyst Weigh In

Several analysts have weighed in on JEF shares. Morgan Stanley downgraded shares of Jefferies Financial Group from an “overweight” rating to an “equal weight” rating and set a $49.00 price target for the company. in a research note on Monday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Jefferies Financial Group in a report on Monday, December 29th. Oppenheimer boosted their target price on Jefferies Financial Group from $81.00 to $97.00 and gave the company an “outperform” rating in a research note on Thursday, December 11th. Zacks Research cut Jefferies Financial Group from a “strong-buy” rating to a “hold” rating in a report on Monday, December 1st. Finally, UBS Group restated a “buy” rating on shares of Jefferies Financial Group in a research report on Tuesday, December 30th. Three equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $68.57.

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.