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SEC 8-K filings with transcript text

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2025
Q4

Q4 2025 Earnings

8-K

Jan 7, 2026

0000096223-26-000003

jef-20260107FALSE000009622300000962232026-01-072026-01-070000096223us-gaap:CommonStockMember2026-01-072026-01-070000096223jef:A4850SeniorNotesDue2027Member2026-01-072026-01-070000096223jef:A5875SeniorNotesDue2028Member2026-01-072026-01-070000096223jef:A2.750SeniorNotesDue2032Member2026-01-072026-01-070000096223jef:A6.200SeniorNotesDue2034Member2026-01-072026-01-07

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K


CURRENT REPORT

Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): January 7, 2026


JEFFERIES FINANCIAL GROUP INC.

(Exact name of registrant as specified in its charter)


New York001-0572113-2615557 (State or other jurisdiction of incorporation or organization)(Commission File Number)(I.R.S. Employer Identification No.)

520 Madison AvenueNew York,New York10022 (Address of principal executive offices)(Zip Code)

Registrant's telephone number, including area code: (212) 284-2300 (Former name or former address, if changed since last report)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Shares, par value $1 per shareJEFNew York Stock Exchange 4.850% Senior Notes Due 2027JEF 27ANew York Stock Exchange 5.875% Senior Notes Due 2028JEF 28New York Stock Exchange 2.750% Senior Notes Due 2032JEF 32ANew York Stock Exchange 6.200% Senior Notes Due 2034JEF 34New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition

On January 7, 2026, we issued a press release containing financial results for our quarter and year ended November 30, 2025. A copy of the press release is attached hereto as Exhibit 99 and is incorporated herein by reference.

The information provided in this Item 2.02, including the exhibits hereto, is intended to be “furnished” and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01. Financial Statements and Exhibits

The following exhibits are furnished with this report:

Exhibit No.Description

99Press Release of Jefferies Financial Group Inc. - Quarter and Year ended November 30, 2025 Results

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: January 7, 2026

JEFFERIES FINANCIAL GROUP INC.

By:/s/ Michael J. Sharp Name:Michael J. Sharp Title:Executive Vice President and General Counsel

2025
Q2

Q2 2025 Earnings

8-K

Sep 29, 2025

0000096223-25-000010

jef-20250929FALSE000009622300000962232025-09-292025-09-290000096223us-gaap:CommonStockMember2025-09-292025-09-290000096223jef:A4850SeniorNotesDue2027Member2025-09-292025-09-290000096223jef:A5875SeniorNotesDue2028Member2025-09-292025-09-290000096223jef:A2.750SeniorNotesDue2032Member2025-09-292025-09-290000096223jef:A6.200SeniorNotesDue2034Member2025-09-292025-09-29

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K


CURRENT REPORT

Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): September 29, 2025


JEFFERIES FINANCIAL GROUP INC.

(Exact name of registrant as specified in its charter)


New York001-0572113-2615557 (State or other jurisdiction of incorporation or organization)(Commission File Number)(I.R.S. Employer Identification No.)

520 Madison AvenueNew York,New York10022 (Address of principal executive offices)(Zip Code)

Registrant's telephone number, including area code: (212) 284-2300 (Former name or former address, if changed since last report)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Shares, par value $1 per shareJEFNew York Stock Exchange 4.850% Senior Notes Due 2027JEF 27ANew York Stock Exchange 5.875% Senior Notes Due 2028JEF 28New York Stock Exchange 2.750% Senior Notes Due 2032JEF 32ANew York Stock Exchange 6.200% Senior Notes Due 2034JEF 34New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition

On September 29, 2025, we issued a press release containing financial results for our quarter and nine months ended August 31, 2025. A copy of the press release is attached hereto as Exhibit 99 and is incorporated herein by reference.

The information provided in this Item 2.02, including the exhibits hereto, is intended to be “furnished” and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01. Financial Statements and Exhibits

The following exhibits are furnished with this report:

Exhibit No.Description

99Press Release of Jefferies Financial Group Inc. - Quarter and Nine Months ended August 31, 2025 Results

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: September 29, 2025

JEFFERIES FINANCIAL GROUP INC.

By:/s/ Michael J. Sharp Name:Michael J. Sharp Title:Executive Vice President and General Counsel

2025
Q1

Q1 2025 Earnings

8-K

Jun 25, 2025

0001628280-25-033018

jef-20250625FALSE000009622300000962232025-06-252025-06-250000096223us-gaap:CommonStockMember2025-06-252025-06-250000096223jef:A4850SeniorNotesDue2027Member2025-06-252025-06-250000096223jef:A5875SeniorNotesDue2028Member2025-06-252025-06-250000096223jef:A2.750SeniorNotesDue2032Member2025-06-252025-06-250000096223jef:A6.200SeniorNotesDue2034Member2025-06-252025-06-25

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549


FORM 8-K


CURRENT REPORT

Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): June 25, 2025


JEFFERIES FINANCIAL GROUP INC.

(Exact name of registrant as specified in its charter)


New York001-0572113-2615557 (State or other jurisdiction of incorporation or organization)(Commission File Number)(I.R.S. Employer Identification No.)

520 Madison AvenueNew York,New York10022 (Address of principal executive offices)(Zip Code)

Registrant's telephone number, including area code: (212) 284-2300 (Former name or former address, if changed since last report)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Common Shares, par value $1 per shareJEFNew York Stock Exchange 4.850% Senior Notes Due 2027JEF 27ANew York Stock Exchange 5.875% Senior Notes Due 2028JEF 28New York Stock Exchange 2.750% Senior Notes Due 2032JEF 32ANew York Stock Exchange 6.200% Senior Notes Due 2034JEF 34New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition

On June 25, 2025, we issued a press release containing financial results for our quarter and six months ended May 31, 2025. A copy of the press release is attached hereto as Exhibit 99 and is incorporated herein by reference.

The information provided in this Item 2.02, including the exhibits hereto, is intended to be “furnished” and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01. Financial Statements and Exhibits

The following exhibits are furnished with this report:

Exhibit No.Description

99Press Release of Jefferies Financial Group Inc. - Quarter and Six Months ended May 31, 2025 Results

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: June 25, 2025

JEFFERIES FINANCIAL GROUP INC.

By:/s/ Michael J. Sharp Name:Michael J. Sharp Title:Executive Vice President and General Counsel

About Jefferies Financial Group Inc. (JEF) Earnings

This page provides Jefferies Financial Group Inc. (JEF) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on JEF's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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