{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-26-000518","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":"2026-05-14T18:02:38.102892+00:00","generated_at":"2026-05-16T11:29:15.747648+00:00","sec_items":["7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Jefferies FY2025: $7.3B revenue, $2.85 EPS; SMBC to up stake to 20%, $2.5B credit","bullets":["FY2025 net revenues $7.3B, net earnings $631M; diluted EPS $2.85 from continuing ops; return on adjusted tangible equity 10.1%.","Investment Banking net revenues $3.8B (+10% YoY); record Q4 IB revenues $1.2B.","SMBC to increase ownership to up to 20%, provides $2.5B in credit facilities; Japanese equities JV expected Jan 2027.","Agreed to acquire 50% of Hildene Holding Company (credit manager with >$18B AUM).","Fixed Income net revenues declined 22% YoY; Equities record net revenues ~$2B."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-26-000518","json":"https://secwatch.observer/filing/0001140361-26-000518.json","markdown":"https://secwatch.observer/filing/0001140361-26-000518.md","text":"https://secwatch.observer/filing/0001140361-26-000518.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/96223/000114036126000518/0001140361-26-000518-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/96223/000114036126000518/ef20062476_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T11:29:15.747648+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"}