Wealth Enhancement Advisory Services LLC Decreases Holdings in Jefferies Financial Group Inc. $JEF

Wealth Enhancement Advisory Services LLC reduced its position in Jefferies Financial Group Inc. (NYSE:JEF) by 18.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 116,606 shares of the financial services provider’s stock after selling 26,863 shares during the quarter. Wealth Enhancement Advisory Services LLC owned about 0.06% of Jefferies Financial Group worth $7,628,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Voya Investment Management LLC grew its position in Jefferies Financial Group by 71.8% during the 3rd quarter. Voya Investment Management LLC now owns 50,453 shares of the financial services provider’s stock worth $3,301,000 after purchasing an additional 21,085 shares during the last quarter. Allspring Global Investments Holdings LLC grew its holdings in shares of Jefferies Financial Group by 9.0% during the second quarter. Allspring Global Investments Holdings LLC now owns 6,990,180 shares of the financial services provider’s stock valued at $388,374,000 after buying an additional 578,013 shares during the last quarter. Brian Low Financial Group LLC acquired a new position in shares of Jefferies Financial Group in the 3rd quarter valued at $1,358,000. Covea Finance purchased a new position in Jefferies Financial Group in the 3rd quarter worth $11,488,000. Finally, Franklin Resources Inc. lifted its position in Jefferies Financial Group by 151.5% during the 2nd quarter. Franklin Resources Inc. now owns 259,531 shares of the financial services provider’s stock worth $14,194,000 after acquiring an additional 156,346 shares during the period. Hedge funds and other 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 reported a quarterly beat (EPS $0.96 vs. $0.83 est.; revenue $2.07B vs. $2.01B) with revenue up ~5.7% year‑over‑year and solid margins/ROE — supports the firm’s earnings credibility and valuation metrics.
• Neutral Sentiment: Jefferies’ analysts remain active across sectors — recent coverage includes reiterations and price‑target moves on names such as Judges Scientific and Boku; this shows continued strength of the firm’s research franchise but has limited direct impact on JEF fundamentals. Judges Scientific: Cyclical Headwinds but Strengthening Fundamentals Support Buy Rating
• Neutral Sentiment: Jefferies sold its bitcoin holdings, citing quantum‑computing risk to crypto — a risk‑management move that reduces crypto balance‑sheet exposure (lower volatility) but could be viewed as forfeiting upside if crypto rallies. Jefferies Financial Group Just Dumped Bitcoin. Here’s Why.
• Negative Sentiment: Rosen Law Firm announced an investigation into potential securities claims against Jefferies, alleging materially misleading disclosures — this raises litigation risk and potential headline‑driven volatility for JEF shares. Rosen Law Firm Encourages Jefferies Financial Group Inc. Investors to Inquire About Securities Class Action Investigation – JEF

Jefferies Financial Group Stock Down 1.7%

JEF opened at $62.25 on Friday. The company has a market cap of $12.84 billion, a PE ratio of 22.00 and a beta of 1.51. Jefferies Financial Group Inc. has a twelve month low of $39.28 and a twelve month high of $77.83. The company has a 50-day moving average price of $60.66 and a 200 day moving average price of $59.78. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 1.76.

Jefferies Financial Group (NYSE:JEF) last posted its quarterly earnings data on Wednesday, January 7th. The financial services provider reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.83 by $0.13. Jefferies Financial Group had a return on equity of 7.31% and a net margin of 6.56%.The company had revenue of $2.07 billion for the quarter, compared to analysts’ expectations of $2.01 billion. During the same period in the previous year, the firm posted $0.91 EPS. Jefferies Financial Group’s revenue was up 5.7% compared to the same quarter last year. Sell-side analysts expect that Jefferies Financial Group Inc. will post 4.41 earnings per share for the current fiscal year.

Jefferies Financial Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Tuesday, February 17th will be paid a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, February 17th. Jefferies Financial Group’s dividend payout ratio is currently 56.54%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on JEF shares. Weiss Ratings reiterated a “hold (c-)” rating on shares of Jefferies Financial Group in a report on Monday, December 29th. BMO Capital Markets dropped their price objective on shares of Jefferies Financial Group from $69.00 to $55.00 and set a “market perform” rating on the stock in a report on Friday, October 17th. Oppenheimer boosted 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 report on Thursday, December 11th. Zacks Research lowered shares of Jefferies Financial Group from a “strong-buy” rating to a “hold” rating in a report on Monday, December 1st. Finally, Telsey Advisory Group set a $74.00 price target on Jefferies Financial Group in a research report on Tuesday, September 30th. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $72.71.

Jefferies Financial Group 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.