Jefferies Financial Group Inc. $JEF Shares Sold by Engineers Gate Manager LP

Engineers Gate Manager LP decreased its holdings in shares of Jefferies Financial Group Inc. (NYSE:JEF) by 75.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,286 shares of the financial services provider’s stock after selling 128,002 shares during the period. Engineers Gate Manager LP’s holdings in Jefferies Financial Group were worth $2,113,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in JEF. NewEdge Advisors LLC raised its position in Jefferies Financial Group by 77.3% during the second quarter. NewEdge Advisors LLC now owns 68,577 shares of the financial services provider’s stock worth $3,427,000 after acquiring an additional 29,899 shares during the period. IFP Advisors Inc lifted its holdings in Jefferies Financial Group by 25.2% during the second quarter. IFP Advisors Inc now owns 4,646 shares of the financial services provider’s stock valued at $232,000 after purchasing an additional 935 shares in the last quarter. Mraz Amerine & Associates Inc. grew its position in shares of Jefferies Financial Group by 0.5% in the second quarter. Mraz Amerine & Associates Inc. now owns 617,122 shares of the financial services provider’s stock valued at $30,844,000 after purchasing an additional 2,799 shares during the period. Allworth Financial LP grew its position in shares of Jefferies Financial Group by 84.7% in the second quarter. Allworth Financial LP now owns 11,649 shares of the financial services provider’s stock valued at $582,000 after purchasing an additional 5,341 shares during the period. Finally, Waverly Advisors LLC increased its stake in shares of Jefferies Financial Group by 24.4% during the second quarter. Waverly Advisors LLC now owns 13,322 shares of the financial services provider’s stock worth $666,000 after purchasing an additional 2,613 shares in the last quarter. Institutional investors and hedge funds own 60.88% of the company’s stock.

Key Stories Impacting Jefferies Financial Group

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

• Positive Sentiment: Jefferies announced that it will release third-quarter financial results after the market closes on September 28, 2026. The scheduled report provides a clear catalyst and could support the shares if deal activity and trading performance show continued improvement. Jefferies third-quarter earnings release announcement
• Neutral Sentiment: Jefferies analysts remain active across Indian equities, including positive views on Groww and HDFC Bank and a negative view on BSE. These reports highlight the strength of Jefferies’ research and brokerage franchise, but they are analyst calls on other companies rather than direct financial updates for JEF. Jefferies analyst views on HDFC Bank and other stocks
• Neutral Sentiment: Jefferies economist forecasts include a potential Federal Reserve rate cut in December. Changes in interest-rate expectations can influence capital-markets activity and financing demand, but the immediate effect on JEF is uncertain. Jefferies Federal Reserve rate outlook
• Negative Sentiment: Jefferies’ most recent reported quarter fell short of consensus, with earnings per share of $1.02 versus the $1.16 estimate and revenue of $2.21 billion versus $2.30 billion expected. Although revenue increased 35% year over year, the earnings miss has likely weighed on sentiment ahead of the next report.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on JEF. The Goldman Sachs Group restated a “buy” rating and set a $67.00 price target on shares of Jefferies Financial Group in a research report on Wednesday, September 9th. Oppenheimer lowered their price objective on Jefferies Financial Group from $87.00 to $83.00 and set an “outperform” rating on the stock in a report on Thursday, June 25th. Capital One Financial set a $57.00 price objective on Jefferies Financial Group in a research note on Friday. Loop Capital set a $60.00 target price on Jefferies Financial Group in a report on Monday, June 8th. Finally, Weiss Ratings downgraded Jefferies Financial Group from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, August 27th. Two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, Jefferies Financial Group currently has a consensus rating of “Hold” and a consensus price target of $63.62.

Jefferies Financial Group Stock Performance

NYSE:JEF opened at $48.84 on Wednesday. The company has a market cap of $9.46 billion, a P/E ratio of 13.64 and a beta of 1.52. Jefferies Financial Group Inc. has a twelve month low of $35.53 and a twelve month high of $71.04. The company’s 50-day moving average price is $54.24 and its 200-day moving average price is $50.69. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 1.99.

Jefferies Financial Group (NYSE:JEF) last announced its quarterly earnings data on Wednesday, June 24th. The financial services provider reported $1.02 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.16 by ($0.14). The business had revenue of $2.21 billion for the quarter, compared to analysts’ expectations of $2.30 billion. Jefferies Financial Group had a net margin of 7.58% and a return on equity of 9.23%. The firm’s revenue was up 35.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.40 EPS. On average, sell-side analysts forecast that Jefferies Financial Group Inc. will post 3.68 earnings per share for the current fiscal year.

Jefferies Financial Group Announces Dividend

The business also recently announced 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. This represents a $1.60 annualized dividend and a dividend yield of 3.3%. The ex-dividend date was Tuesday, August 18th. Jefferies Financial Group’s payout ratio is currently 44.69%.

Jefferies Financial Group declared that its Board of Directors has approved a share buyback program on Wednesday, June 24th that authorizes the company to buyback $250.00 million in outstanding shares. This buyback authorization authorizes the financial services provider to reacquire up to 2% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s board believes its stock is undervalued.

About Jefferies Financial Group

Jefferies Financial Group Inc (NYSE:JEF) is a diversified financial services company that provides investment banking, capital markets, asset management and wealth management services. Its principal operating business, Jefferies, advises companies, governments and institutional investors on mergers and acquisitions, capital raising, restructuring and other strategic transactions.

Through its investment banking and securities operations, Jefferies offers equity and fixed-income underwriting, sales and trading, research, prime brokerage and related services.