{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-26-040269","form_type":"8-K","ticker":"JEF","cik":"0000096223","company_name":"Jefferies Financial Group Inc.","filed_at":"2026-10-20T21:25:33+00:00","discovered_at":"2026-10-20T21:28:00.372894+00:00","generated_at":"2026-10-20T21:28:04.772038+00:00","sec_items":["7.01","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Jefferies investor day: TTM revenue $8.5B, ROTE 13.1%, ~2.7M shares repurchased recently","bullets":["CFO Matt Larson: trailing-12-month net revenue $8.5B, net earnings over $935M, return on tangible equity 13.1%.","Investment banking and capital markets revenue up 74% since 2023 to $7.8B; pre-tax profit up over 150% to ~$1.3B, margin 11% to over 16%.","Advisory revenue $2.1B to $2.7B and equities $1.8B to $2.3B year over year; equities share 5.0% to 5.3%; now No. 5 in M&A and ECM.","Bought back ~2.7M shares (over 1% of the company) in the last few weeks; dividends plus buybacks near 11% of tangible book value in ten months.","Hildene asset-management deal expected to close Q1 2027; sale of two residual merchant bank businesses signed; SMBC Japanese equities JV launches early January."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-26-040269","json":"https://secwatch.observer/filing/0001140361-26-040269.json","markdown":"https://secwatch.observer/filing/0001140361-26-040269.md","text":"https://secwatch.observer/filing/0001140361-26-040269.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/96223/000114036126040269/0001140361-26-040269-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/96223/000114036126040269/ef20084130_8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-20T21:28:04.772038+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"}