Rose Capital Advisors LLC Buys Shares of 25,657 Jefferies Financial Group Inc. $JEF

Key Points

• Rose Capital Advisors bought 25,657 shares of Jefferies Financial Group worth approximately $1.28 million in the second quarter. Institutional investors collectively own 60.88% of JEF, with several other funds also initiating or increasing positions.
• Analysts maintain a generally cautious outlook, with two Buy ratings and five Holds, resulting in an average “Hold” rating and a $62.62 price target. JEF recently traded at $55.37 after reporting quarterly EPS of $1.02, below the $1.16 consensus estimate, despite 35% year-over-year revenue growth.
• Jefferies pays a quarterly dividend of $0.40 per share, representing a 2.9% yield, and approved a $250 million share-repurchase program covering up to 2% of outstanding shares.

Rose Capital Advisors LLC purchased a new stake in Jefferies Financial Group Inc. (NYSE:JEF - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 25,657 shares of the financial services provider's stock, valued at approximately $1,282,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. AlphaGrep UK Ltd acquired a new stake in Jefferies Financial Group in the 2nd quarter valued at about $331,000. Concurrent Investment Advisors LLC purchased a new position in Jefferies Financial Group during the 2nd quarter valued at about $217,000. Nykredit A S purchased a new position in Jefferies Financial Group during the 2nd quarter valued at about $47,053,000. Proficio Capital Partners LLC acquired a new position in Jefferies Financial Group during the second quarter worth about $223,000. Finally, Susquehanna Fundamental Investments LLC raised its position in Jefferies Financial Group by 123.2% during the second quarter. Susquehanna Fundamental Investments LLC now owns 196,580 shares of the financial services provider's stock worth $9,825,000 after acquiring an additional 108,520 shares during the last quarter. Institutional investors and hedge funds own 60.88% of the company's stock.

Wall Street Analyst Weigh In

JEF has been the topic of several research reports. Oppenheimer lowered their price target on shares of 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. Morgan Stanley lifted their price objective on Jefferies Financial Group from $44.00 to $50.00 and gave the stock an "equal weight" rating in a research report on Tuesday, June 9th. BMO Capital Markets increased their target price on Jefferies Financial Group from $42.00 to $60.00 and gave the company a "market perform" rating in a report on Monday, June 8th. The Goldman Sachs Group reissued a "buy" rating on shares of Jefferies Financial Group in a research report on Friday, June 5th. Finally, Loop Capital set a $60.00 price target on Jefferies Financial Group in a report on Monday, June 8th. Two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat, Jefferies Financial Group presently has an average rating of "Hold" and an average target price of $62.62.

Jefferies Financial Group Stock Performance

Shares of JEF opened at $55.37 on Friday. Jefferies Financial Group Inc. has a 1 year low of $35.53 and a 1 year high of $71.04. The company's 50 day simple moving average is $54.09 and its 200 day simple moving average is $50.66. The company has a market capitalization of $10.73 billion, a price-to-earnings ratio of 15.47 and a beta of 1.52. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.98 and a current ratio of 0.98.

Jefferies Financial Group (NYSE:JEF - Get Free Report) last released its earnings results on Wednesday, June 24th. The financial services provider reported $1.02 EPS for the quarter, missing the consensus estimate of $1.16 by ($0.14). The firm had revenue of $2.21 billion during the quarter, compared to analysts' expectations of $2.30 billion. Jefferies Financial Group had a return on equity of 9.23% and a net margin of 7.58%.The firm's revenue was up 35.0% on a year-over-year basis. During the same period in the previous year, the firm posted $0.40 earnings per share. On average, sell-side analysts predict that Jefferies Financial Group Inc. will post 3.71 EPS for the current year.

Jefferies Financial Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 28th. Stockholders of record on Tuesday, August 18th were issued a dividend of $0.40 per share. The ex-dividend date was Tuesday, August 18th. This represents a $1.60 annualized dividend and a dividend yield of 2.9%. Jefferies Financial Group's dividend payout ratio (DPR) is 44.69%.

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

Key Stories Impacting Jefferies Financial Group

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 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.

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