{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-033018","form_type":"8-K","ticker":"JEF","cik":"0000096223","company_name":"Jefferies Financial Group Inc.","filed_at":"2025-06-25T23:59:59+00:00","discovered_at":"2026-05-14T18:02:51.923056+00:00","generated_at":"2026-05-18T21:50:15.315773+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Jefferies Q2 EPS $0.40, down 37% YoY; Advisory strong but underwriting and Fixed Income weak; dividend $0.40","bullets":["Net earnings $88M (diluted EPS $0.40) vs $146M ($0.64) YoY; Advisory net rev +61%, Equity underwriting -51%, Fixed Income -37%.","Total net revenues $1.63B, down 1% YoY; Investment banking net rev $766M (Advisory $458M, underwriting $328M).","Return on adjusted tangible equity 5.5% vs 9.1% YoY; book value $49.96, tangible book $32.84 per diluted share.","Quarterly dividend declared $0.40/share, payable Aug 29 to holders of record Aug 18; unchanged from prior quarter.","Repurchased 0.7M shares for $58M; management cites strong backlog and is optimistic about H2 2025."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-033018","json":"https://secwatch.observer/filing/0001628280-25-033018.json","markdown":"https://secwatch.observer/filing/0001628280-25-033018.md","text":"https://secwatch.observer/filing/0001628280-25-033018.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/96223/000162828025033018/0001628280-25-033018-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/96223/000162828025033018/jef-20250625.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-18T21:50:15.315773+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"}