{"schema_version":"secwatch.filing_event.v1","accession":"0000096223-26-000003","form_type":"8-K","ticker":"JEF","cik":"0000096223","company_name":"Jefferies Financial Group Inc.","filed_at":"2026-01-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.102743+00:00","generated_at":"2026-05-16T11:29:14.231244+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Jefferies Q4 net earnings $190.9M ($0.87/share); IB revenues up 20% YoY","bullets":["Net earnings attributable to common $190.9M ($0.87 diluted EPS) vs $205.7M ($0.91) a year ago; adjusted EPS $0.96 excludes $30M Point Bonita pre-tax loss.","Total net revenues $2.07B (+6% YoY); Investment Banking $1.19B (+20%), Equities +18%, Fixed Income -14%.","Asset Management revenues fell to $187M from $315M due to underperformance including $30M write-down on Point Bonita.","Quarterly dividend declared $0.40/share, payable Feb 27, 2026 to holders of record Feb 17, 2026.","Book value per share $51.26; adjusted tangible book value $33.69; return on tangible equity 11.8% (adjusted 12.9%)."],"urls":{"canonical":"https://secwatch.observer/filing/0000096223-26-000003","json":"https://secwatch.observer/filing/0000096223-26-000003.json","markdown":"https://secwatch.observer/filing/0000096223-26-000003.md","text":"https://secwatch.observer/filing/0000096223-26-000003.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/96223/000009622326000003/0000096223-26-000003-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/96223/000009622326000003/jef-20260107.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T11:29:14.231244+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}