Public Employees Retirement System of Ohio Buys Shares of 43,216 Jefferies Financial Group Inc. $JEF

Public Employees Retirement System of Ohio purchased a new stake in Jefferies Financial Group Inc. (NYSE:JEF) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 43,216 shares of the financial services provider’s stock, valued at approximately $2,160,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in Jefferies Financial Group in the 2nd quarter valued at approximately $834,947,000. Alyeska Investment Group L.P. raised its stake in shares of Jefferies Financial Group by 422.0% during the fourth quarter. Alyeska Investment Group L.P. now owns 3,972,352 shares of the financial services provider’s stock valued at $246,167,000 after purchasing an additional 3,211,375 shares in the last quarter. Eminence Capital LP lifted its holdings in Jefferies Financial Group by 13.5% in the fourth quarter. Eminence Capital LP now owns 3,812,615 shares of the financial services provider’s stock worth $236,268,000 after purchasing an additional 454,054 shares during the period. AQR Capital Management LLC grew its position in Jefferies Financial Group by 696.8% in the 4th quarter. AQR Capital Management LLC now owns 3,412,301 shares of the financial services provider’s stock valued at $211,460,000 after buying an additional 2,984,055 shares in the last quarter. Finally, Geode Capital Management LLC raised its position in shares of Jefferies Financial Group by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 2,942,554 shares of the financial services provider’s stock worth $182,390,000 after buying an additional 24,171 shares in the last quarter. 60.88% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on JEF. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Jefferies Financial Group in a research note on Friday, June 5th. BMO Capital Markets boosted their target price on Jefferies Financial Group from $42.00 to $60.00 and gave the stock a “market perform” rating in a report on Monday, June 8th. Morgan Stanley upped their target price 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. Loop Capital set a $60.00 price target on Jefferies Financial Group in a research note on Monday, June 8th. Finally, Oppenheimer lowered their price target on 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. Two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, Jefferies Financial Group has a consensus rating of “Hold” and a consensus target price of $62.62.

Jefferies Financial Group Stock Performance

NYSE:JEF opened at $55.37 on Monday. The company has a 50-day moving average of $54.09 and a 200-day moving average of $50.64. The firm has a market cap of $10.73 billion, a price-to-earnings ratio of 15.47 and a beta of 1.52. 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 Inc. has a twelve month low of $35.53 and a twelve month high of $71.04.

Jefferies Financial Group (NYSE:JEF) last released its earnings results on Wednesday, June 24th. The financial services provider reported $1.02 EPS for the quarter, missing analysts’ consensus estimates of $1.16 by ($0.14). Jefferies Financial Group had a return on equity of 9.23% and a net margin of 7.58%.The business had revenue of $2.21 billion during the quarter, compared to the consensus estimate of $2.30 billion. During the same quarter in the previous year, the firm earned $0.40 earnings per share. The firm’s revenue for the quarter was up 35.0% compared to the same quarter last year. Analysts forecast that Jefferies Financial Group Inc. will post 3.71 earnings per share for the current fiscal year.

Jefferies Financial Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 28th. Shareholders of record on Tuesday, August 18th were given a $0.40 dividend. The ex-dividend date was Tuesday, August 18th. This represents a $1.60 annualized dividend and a yield of 2.9%. Jefferies Financial Group’s payout ratio is 44.69%.

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

Jefferies Financial Group News Roundup

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 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.