CI Investments Inc. Has $3.14 Million Stock Holdings in Jefferies Financial Group Inc. $JEF

CI Investments Inc. boosted its stake in Jefferies Financial Group Inc. (NYSE:JEF) by 429.5% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 47,945 shares of the financial services provider’s stock after buying an additional 38,891 shares during the quarter. CI Investments Inc.’s holdings in Jefferies Financial Group were worth $3,137,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of JEF. Bison Wealth LLC acquired a new stake in Jefferies Financial Group during the fourth quarter valued at $224,000. Bessemer Group Inc. increased its position in Jefferies Financial Group by 48.8% in the 2nd quarter. Bessemer Group Inc. now owns 912 shares of the financial services provider’s stock worth $50,000 after purchasing an additional 299 shares during the last quarter. Teacher Retirement System of Texas raised its stake in shares of Jefferies Financial Group by 4.5% during the 2nd quarter. Teacher Retirement System of Texas now owns 30,882 shares of the financial services provider’s stock worth $1,689,000 after purchasing an additional 1,340 shares in the last quarter. Hantz Financial Services Inc. lifted its holdings in shares of Jefferies Financial Group by 3,577.8% during the 2nd quarter. Hantz Financial Services Inc. now owns 993 shares of the financial services provider’s stock valued at $54,000 after buying an additional 966 shares during the last quarter. Finally, Atria Investments Inc bought a new stake in shares of Jefferies Financial Group in the 2nd quarter valued at approximately $302,000. 60.88% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Jefferies Financial Group

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

• Positive Sentiment: Recent valuation write-ups argue the share-price weakness has compressed multiples and could present a value opportunity if the company avoids major losses—this frames a potential buying case for longer-term investors. Assessing Jefferies Financial Group (JEF) Valuation After Recent Share Price Weakness
• Neutral Sentiment: Jefferies’ research arm published several routine analyst ratings (Intercos, Dassault Aviation, Deutsche Boerse, RS Group, Lottomatica, Beiersdorf). These reflect normal broker research activity (a business line for Jefferies) but are unlikely to move JEF shares materially in the near term. Intercos: Strong Profitability and Upgraded Growth Outlook Support Valuation Re-Rating and Buy Rating Dassault Aviation: Robust Defense Exports and Margin Expansion Underpin Buy Rating Deutsche Boerse: Undervalued Growth Benefiting from Volatility and Resilient to AI Disruption
• Negative Sentiment: Reuters reports regulators have opened scrutiny into Jefferies’ lending to collapsed borrowers MFS and First Brands—issues include the structure of financings and credit risk, which could lead to regulatory penalties, tighter oversight or capital hits. This is the primary driver of investor concern. Jefferies faces scrutiny over lending to collapsed MFS and First Brands
• Negative Sentiment: Market write-ups highlighted a sharp intraday sell-off after the regulatory probe stories, amplifying downside pressure as investors reassess credit exposure and potential litigation risk. Jefferies Financial Group (JEF) Is Down 9.5% After New Regulatory Probes Into Financing Practices – Has The Bull Case Changed?
• Negative Sentiment: Pomerantz (investor-law firm) opened an investor investigation into Jefferies, signalling potential shareholder litigation over disclosure/controls related to the financing practices—this raises legal risk and could increase headline volatility. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jefferies Financial Group Inc. – JEF

Analyst Ratings Changes

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

Jefferies Financial Group Stock Performance

Shares of JEF opened at $44.54 on Thursday. The company has a market capitalization of $9.20 billion, a PE ratio of 15.74 and a beta of 1.52. The company has a debt-to-equity ratio of 1.73, a current ratio of 0.99 and a quick ratio of 0.99. Jefferies Financial Group Inc. has a one year low of $39.28 and a one year high of $71.04. The company’s fifty day moving average price is $58.37 and its 200 day moving average price is $59.25.

Jefferies Financial Group (NYSE:JEF) last released its quarterly earnings results 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 company had revenue of $2.07 billion during the quarter, compared to analysts’ expectations of $2.01 billion. Jefferies Financial Group had a net margin of 6.56% and a return on equity of 7.27%. The business’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same period in the prior year, the company earned $0.91 earnings per share. As a group, analysts expect that Jefferies Financial Group Inc. will post 4.41 earnings per share for the current year.

Jefferies Financial Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Tuesday, February 17th were given a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 3.6%. The ex-dividend date of this dividend was Tuesday, February 17th. Jefferies Financial Group’s payout ratio is currently 56.54%.

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.