Jefferies Financial Group Inc. Announces Quarterly Dividend of $0.40 (NYSE:JEF)

Jefferies Financial Group Inc. (NYSE:JEF) declared a quarterly dividend on Wednesday, January 7th. Stockholders of record on Tuesday, February 17th will be paid a dividend of 0.40 per share by the financial services provider on Friday, February 27th. This represents a c) dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend is Tuesday, February 17th.

Jefferies Financial Group has decreased its dividend payment by an average of 0.1%annually over the last three years and has increased its dividend annually for the last 2 consecutive years. Jefferies Financial Group has a payout ratio of 38.0% indicating that its dividend is sufficiently covered by earnings. Analysts expect Jefferies Financial Group to earn $6.16 per share next year, which means the company should continue to be able to cover its $1.60 annual dividend with an expected future payout ratio of 26.0%.

Jefferies Financial Group Stock Down 2.4%

JEF stock opened at $64.64 on Thursday. Jefferies Financial Group has a fifty-two week low of $39.28 and a fifty-two week high of $80.71. The company’s 50 day moving average price is $58.77 and its 200 day moving average price is $59.21. The firm has a market capitalization of $13.33 billion, a price-to-earnings ratio of 22.21 and a beta of 1.51. The company has a debt-to-equity ratio of 1.76, a quick ratio of 1.05 and a current ratio of 1.05.

Jefferies Financial Group (NYSE:JEF) last issued its earnings results on Wednesday, January 7th. The financial services provider reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.83 by $0.13. The firm had revenue of $2.07 billion during the quarter, compared to the consensus estimate of $2.01 billion. Jefferies Financial Group had a net margin of 7.40% and a return on equity of 7.25%. The company’s revenue was up 5.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.91 earnings per share. On average, equities research analysts anticipate that Jefferies Financial Group will post 4.41 EPS for the current fiscal year.

Jefferies Financial Group News Summary

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

• Positive Sentiment: Q4 results: Adjusted EPS and revenue beat consensus, led by a rebound in dealmaking and strong underwriting — a signal of improving investment-banking momentum that supports future earnings improvement. Jefferies Announces Fourth Quarter 2025 Financial Results
• Positive Sentiment: Dividend declared: Jefferies declared a quarterly dividend of $0.40/share (annualized yield ~2.5%), which is shareholder-friendly and can support sentiment among income-focused investors.
• Neutral Sentiment: Corporate update: Annual shareholder letter highlighted a strong 2025 rebound and the strategic alliance with SMBC — positive underlying narrative but not an immediate earnings catalyst. Jefferies Highlights Strong 2025 Rebound and SMBC Alliance
• Neutral Sentiment: Analyst/market coverage: Media and analyst notes referencing Jefferies research activity and broader market calls are routine and have limited direct impact on JEF’s stock.
• Negative Sentiment: First Brands charge: Jefferies took roughly a $30M hit tied to First Brands, which increased expenses and weighed on GAAP profit — a key reason investors reacted negatively despite adjusted beats. Jefferies takes US$30 million hit on First Brands as profit drops
• Negative Sentiment: Legal/investor pressure: A Pomerantz investor investigation and press reports about an ex-banker facing UK insider-trading allegations add regulatory and litigation risk that can sap sentiment and increase perceived downside. Pomerantz Law Firm Investigates JEF Ex-Jefferies banker pleads not guilty
• Negative Sentiment: Market reaction: Coverage noted the stock fell after the release — investors appeared to focus on expense items and the First Brands-related markdown rather than the adjusted beat, driving the intraday decline. JEF Stock Falls 3.3% Despite Y/Y Increase in Q4 Earnings & Revenues

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.