Miller Howard Investments Inc. NY Has $489,000 Holdings in Jefferies Financial Group Inc. $JEF

Miller Howard Investments Inc. NY lessened its position in shares of Jefferies Financial Group Inc. (NYSE:JEF) by 58.6% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,843 shares of the financial services provider’s stock after selling 16,765 shares during the period. Miller Howard Investments Inc. NY’s holdings in Jefferies Financial Group were worth $489,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Alyeska Investment Group L.P. lifted its holdings in Jefferies Financial Group by 422.0% during the 4th quarter. Alyeska Investment Group L.P. now owns 3,972,352 shares of the financial services provider’s stock worth $246,167,000 after purchasing an additional 3,211,375 shares during the last quarter. AQR Capital Management LLC grew its holdings 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. Norges Bank bought a new position in Jefferies Financial Group during the 4th quarter worth $145,584,000. Eminence Capital LP increased its position in Jefferies Financial Group by 129.7% during the 3rd quarter. Eminence Capital LP now owns 3,358,561 shares of the financial services provider’s stock worth $219,717,000 after buying an additional 1,896,547 shares during the period. Finally, Munro Partners acquired a new stake in shares of Jefferies Financial Group during the fourth quarter worth $60,470,000. Institutional investors own 60.88% of the company’s stock.

Key Jefferies Financial Group News

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

• Positive Sentiment: Jefferies more than doubled net earnings year over year, driven by stronger dealmaking and equities activity, and revenue rose 35% from the same period last year. Jefferies Announces Second Quarter 2026 Financial Results
• Positive Sentiment: The board declared a quarterly dividend of $0.40 per share, which can support investor sentiment around shareholder returns. Jefferies Financial Group declares $0.40 dividend
• Neutral Sentiment: Analyst commentary highlighted that the quarter showed solid growth in key business lines, but investors are still focused on whether the firm can sustain that momentum after the earnings miss. Jefferies (JEF) Reports Q2 Earnings: What Key Metrics Have to Say
• Negative Sentiment: The main pressure on the stock comes from the earnings and sales shortfall versus expectations, which suggests weaker-than-expected performance for the quarter. Jefferies (JEF) Lags Q2 Earnings and Revenue Estimates
• Negative Sentiment: Recent coverage also noted that sales expectations were missed, reinforcing the view that the stock is reacting to the earnings disappointment more than the year-over-year improvement.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on JEF shares. Zacks Research upgraded shares of Jefferies Financial Group from a “strong sell” rating to a “hold” rating in a research note on Thursday, April 9th. Morgan Stanley lifted their price objective on shares of Jefferies Financial Group from $44.00 to $50.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 9th. Oppenheimer boosted their price objective on shares of Jefferies Financial Group from $72.00 to $87.00 and gave the company an “outperform” rating in a report on Friday, June 12th. Loop Capital set a $60.00 target price on shares of Jefferies Financial Group in a research report on Monday, June 8th. Finally, Weiss Ratings raised shares of Jefferies Financial Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, June 12th. Two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $63.38.

Jefferies Financial Group Stock Down 4.3%

Shares of NYSE JEF opened at $57.92 on Thursday. The stock has a market capitalization of $11.84 billion, a P/E ratio of 19.57 and a beta of 1.54. The stock’s fifty day moving average is $53.28 and its 200 day moving average is $53.34. Jefferies Financial Group Inc. has a 52 week low of $35.53 and a 52 week high of $71.04. The company has a debt-to-equity ratio of 1.87, a quick ratio of 1.04 and a current ratio of 1.04.

Jefferies Financial Group (NYSE:JEF) last posted its quarterly earnings data on Wednesday, June 24th. The financial services provider reported $1.02 earnings per share for the quarter, missing the consensus estimate of $1.16 by ($0.14). The firm had revenue of $2.21 billion for the quarter, compared to the consensus estimate of $2.30 billion. Jefferies Financial Group had a return on equity of 7.83% and a net margin of 6.61%.The company’s revenue for the quarter was up 35.0% compared to the same quarter last year. During the same period in the prior year, the company earned $0.40 EPS. Sell-side analysts forecast that Jefferies Financial Group Inc. will post 3.94 earnings per share for the current fiscal year.

Jefferies Financial Group declared that its Board of Directors has initiated a share repurchase plan on Wednesday, June 24th that permits the company to repurchase $250.00 million in outstanding shares. This repurchase authorization permits the financial services provider to repurchase up to 2% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board of directors believes its stock is undervalued.

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.