{"schema_version":"secwatch.filing_event.v1","accession":"0000096223-26-000021","form_type":"8-K","ticker":"JEF","cik":"0000096223","company_name":"Jefferies Financial Group Inc.","filed_at":"2026-06-24T20:19:45+00:00","discovered_at":"2026-06-24T20:21:19.556893+00:00","generated_at":"2026-06-24T20:21:54.357484+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Jefferies Q2 2026 EPS $1.02 vs $0.40 YoY; record IB and Equities revenues","bullets":["Q2 net revenues $2.21B (up 35% YoY); diluted EPS $1.02 vs $0.40; pre-tax earnings $315.5M (2.3x)","Investment banking net revs $1.21B (up 57% YoY); advisory record $674M, underwriting $531M","Capital markets $799M (up 14%): equities record $601M (up 14%), fixed income $199M (up 12%)","Quarterly dividend $0.40/share (unchanged); buyback authorization raised to $250M; repurchased 4M shares for $197M in Q2","Management optimistic on H2 2026 backlog; Hildene 50% acquisition expected to close in Q3"],"urls":{"canonical":"https://secwatch.observer/filing/0000096223-26-000021","json":"https://secwatch.observer/filing/0000096223-26-000021.json","markdown":"https://secwatch.observer/filing/0000096223-26-000021.md","text":"https://secwatch.observer/filing/0000096223-26-000021.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/96223/000009622326000021/0000096223-26-000021-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/96223/000009622326000021/jef-20260624.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-24T20:21:54.357484+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"}