{"schema_version":"secwatch.filing_event.v1","accession":"0000096223-26-000028","form_type":"8-K","ticker":"JEF","cik":"0000096223","company_name":"Jefferies Financial Group Inc.","filed_at":"2026-09-28T20:18:58+00:00","discovered_at":"2026-09-28T20:20:07.179642+00:00","generated_at":"2026-10-12T13:36:07.938069+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Jefferies Q3 FY26 EPS $1.08 on record Investment Banking, Equities; net revenues $2.22B, up 8.5% YoY","bullets":["Q3 FY26 net earnings attributable to common shareholders $260.6M, diluted EPS $1.08, vs $224.0M and $1.01 in Q3 FY25; total net revenues $2.22B, up 8.5% YoY.","Investment Banking net revenues $1.33B, up 17% YoY; Advisory record $818M (+25%); Equity underwriting $306M (+69%); Debt underwriting $177M, down 29% on lower industry volumes.","Equities record net revenues $626M, up 29% YoY; Fixed Income $176M, down 26% on ongoing lower industry volumes; Q3 total Capital Markets $802M, up 11%.","Asset Management net revenues $85.6M vs $176.9M a year ago on weaker fund performance including Point Bonita; nine-month results included goodwill write-down tied to expected sale of Tessellis.","Board declared $0.40/share dividend payable Nov. 25, 2026 to holders of record Nov. 16; repurchased 1.3M shares for $70M at avg $52.34; buyback authorization increased to $250M. SMBC owns ~20%."],"urls":{"canonical":"https://secwatch.observer/filing/0000096223-26-000028","json":"https://secwatch.observer/filing/0000096223-26-000028.json","markdown":"https://secwatch.observer/filing/0000096223-26-000028.md","text":"https://secwatch.observer/filing/0000096223-26-000028.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/96223/000009622326000028/0000096223-26-000028-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/96223/000009622326000028/jef-20260928.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T13:36:07.938069+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"}