Jefferies Financial Group Inc. $JEF Position Raised by Moerus Capital Management LLC

Moerus Capital Management LLC grew its stake in Jefferies Financial Group Inc. (NYSE:JEF) by 2.1% in the 3rd quarter, Holdings Channel.com reports. The firm owned 679,843 shares of the financial services provider’s stock after purchasing an additional 13,989 shares during the period. Jefferies Financial Group comprises approximately 18.0% of Moerus Capital Management LLC’s holdings, making the stock its 2nd largest position. Moerus Capital Management LLC’s holdings in Jefferies Financial Group were worth $44,475,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of JEF. Root Financial Partners LLC purchased a new stake in Jefferies Financial Group during the 3rd quarter valued at $30,000. Chilton Capital Management LLC purchased a new position in Jefferies Financial Group during the third quarter worth $36,000. Rothschild Investment LLC boosted its stake in Jefferies Financial Group by 34.7% during the third quarter. Rothschild Investment LLC now owns 741 shares of the financial services provider’s stock worth $48,000 after buying an additional 191 shares during the period. EverSource Wealth Advisors LLC increased its position in Jefferies Financial Group by 159.3% during the second quarter. EverSource Wealth Advisors LLC now owns 892 shares of the financial services provider’s stock valued at $49,000 after acquiring an additional 548 shares during the last quarter. Finally, Tripletail Wealth Management LLC purchased a new stake in shares of Jefferies Financial Group in the third quarter valued at $69,000. Hedge funds and other institutional investors own 60.88% of the company’s stock.

Jefferies Financial Group Trading Down 13.7%

NYSE:JEF opened at $38.22 on Monday. The firm has a 50-day simple moving average of $57.47 and a 200-day simple moving average of $58.99. Jefferies Financial Group Inc. has a one year low of $38.17 and a one year high of $71.04. The firm has a market cap of $7.89 billion, a P/E ratio of 13.51 and a beta of 1.52. The company has a debt-to-equity ratio of 1.73, a quick ratio of 0.99 and a current ratio of 0.99.

Jefferies Financial Group (NYSE:JEF) last released 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. The firm had revenue of $2.07 billion for the quarter, compared to the consensus estimate of $2.01 billion. Jefferies Financial Group had a net margin of 6.56% and a return on equity of 7.27%. The company’s quarterly revenue was up 5.7% on a year-over-year basis. During the same period last year, the firm earned $0.91 earnings per share. Equities analysts anticipate that Jefferies Financial Group Inc. will post 4.41 EPS for the current fiscal year.

Jefferies Financial Group Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on JEF shares. Zacks Research lowered shares of Jefferies Financial Group from a “strong-buy” rating to a “hold” rating in a report on Monday, December 1st. Morgan Stanley set a $78.00 price target on shares of Jefferies Financial Group and gave the company an “overweight” rating in a report on Monday, December 8th. Oppenheimer increased their price objective on shares of Jefferies Financial Group from $81.00 to $97.00 and gave the stock an “outperform” rating in a research report on Thursday, December 11th. UBS Group reissued a “buy” rating on shares of Jefferies Financial Group in a research note on Tuesday, December 30th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Jefferies Financial Group in a research report on Monday, December 29th. Four equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Jefferies Financial Group has an average rating of “Moderate Buy” and a consensus price target of $72.71.

Trending Headlines about Jefferies Financial Group

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

• Positive Sentiment: Jefferies issued a public response defending its position, saying the loan in question was non‑recourse, was diligenced by the bank, and that the Point Bonita fund acted in good faith — a statement that could limit perceived legal exposure or calm some investors. Jefferies Comments on Western Alliance Bank Lawsuit
• Neutral Sentiment: PhysicsWallah will join a Jefferies‑led investor meeting on March 12 — a routine investor relations/deal engagement that is unlikely to move JEF shares materially but shows ongoing capital‑markets activity. PhysicsWallah to Join Jefferies-Led Investor Meet on March 12
• Neutral Sentiment: Market commentary assessing JEF valuation after the recent share weakness highlights that analyst targets remain well above current levels — useful context for longer‑term investors but secondary to the immediate legal headlines. Assessing Jefferies Financial Group (JEF) Valuation After Recent Share Price Weakness
• Negative Sentiment: Western Alliance sued Jefferies after recording a ~$126M charge‑off tied to a loan collateralized by receivables from First Brands; the suit alleges Jefferies declined payment under a forbearance arrangement — this legal claim is the primary near‑term catalyst driving the stock decline and higher trading volume. $126M Payment Dispute Sparks Western Alliance Lawsuit Against Jefferies
• Negative Sentiment: Pomerantz LLP opened an investor investigation into Jefferies — a potential class‑action inquiry that can increase legal costs, create settlement risk, and sustain negative headlines even if the underlying exposure is limited. Pomerantz Investigates Jefferies Investors

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.