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

Miller Howard Investments Inc. NY decreased its holdings in Jefferies Financial Group Inc. (NYSE:JEF) by 58.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund 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 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Salomon & Ludwin LLC lifted its position in shares of Jefferies Financial Group by 75.0% during the 4th quarter. Salomon & Ludwin LLC now owns 413 shares of the financial services provider’s stock worth $27,000 after buying an additional 177 shares during the last quarter. Smithfield Trust Co bought a new position in Jefferies Financial Group in the fourth quarter valued at about $27,000. Elyxium Wealth LLC bought a new position in Jefferies Financial Group in the fourth quarter valued at about $28,000. Nvwm LLC acquired a new position in Jefferies Financial Group during the fourth quarter worth about $31,000. Finally, Ramirez Asset Management Inc. acquired a new position in Jefferies Financial Group during the fourth quarter worth about $31,000. Institutional investors and hedge funds own 60.88% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. Oppenheimer raised their price target on shares of Jefferies Financial Group from $72.00 to $87.00 and gave the company an “outperform” rating in a research note on Friday, June 12th. Zacks Research upgraded shares of Jefferies Financial Group from a “strong sell” rating to a “hold” rating in a research report on Thursday, April 9th. BMO Capital Markets increased their price objective on shares of Jefferies Financial Group from $42.00 to $60.00 and gave the company a “market perform” rating in a research note on Monday, June 8th. Loop Capital set a $60.00 target price on shares of Jefferies Financial Group in a research report on Monday, June 8th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Jefferies Financial Group in a research note on Friday, June 5th. Two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, Jefferies Financial Group presently has an average rating of “Hold” and a consensus target price of $63.38.

Jefferies Financial Group News Summary

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.

Jefferies Financial Group Stock Performance

NYSE:JEF opened at $57.92 on Thursday. The stock’s 50-day moving average is $53.28 and its 200-day moving average is $53.34. Jefferies Financial Group Inc. has a 1-year low of $35.53 and a 1-year high of $71.04. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 1.87. The stock has a market cap of $11.84 billion, a P/E ratio of 19.57 and a beta of 1.54.

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

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

About Jefferies Financial Group

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.