Oct 20, 5:25 PM ET
At its 2026 Investor Meeting on October 19, 2026, Jefferies presented trailing 12-month results that management described as strong, including net revenues of $8.5 billion, net earnings above $935 million, and a return on tangible equity of 13.1%. Management said it expects investment banking and capital markets margins to keep expanding and that it expects to close the Hildene transaction in the first quarter of 2027.
- Trailing 12-month net revenues of $8.5 billion, net earnings over $935 million, and return on tangible equity of 13.1%
- Investment banking and capital markets segment revenue rose from $4.5 billion in 2023 to $7.8 billion, and pre-tax profit rose from $500 million to about $1.3 billion
- Over $925 million returned to shareholders in the current year through buybacks and dividends
- Management expects to close the Hildene transaction in the first quarter of 2027
Read the filing on SEC.gov ↗
Oct 19, 6:44 AM ET
Jefferies Financial Group posted an investor presentation on its website for its October 19, 2026 investor meeting, furnished as Exhibit 99.1 to a Form 8-K. The deck reports trailing-twelve-month results through the third quarter of 2026, including $8.5 billion in net revenues and $0.9 billion in net earnings to all shareholders, and it reviews its pending acquisition of Hildene/SILAC and a planned Japan Equities joint venture with SMBC.
- Presentation posted October 19, 2026 for the company's October 19, 2026 Investor Meeting; filed as Exhibit 99.1
- LTM Q3'26 net revenues of $8.5 billion, up 119% since 2019; net earnings to all shareholders of $0.9 billion, up 123% since 2019
- Pending acquisition: Jefferies intends to acquire a 50% interest in Hildene Holding Company, which is acquiring SILAC, as disclosed in September 2025
- Japan Equities joint venture with SMBC is scheduled to launch January 1, 2027
Read the filing on SEC.gov ↗
Sep 28, 4:18 PM ET
Jefferies reported results for the quarter ended August 31, 2026, with net earnings attributable to common shareholders of $261 million, up from $224 million a year earlier, and total net revenues of $2.22 billion, up from $2.05 billion. Investment Banking and Equities reached record quarterly revenue, while Fixed Income and Asset Management declined. The board also raised the share buyback authorization to $250 million and declared a $0.40 quarterly dividend.
- Total net revenues of $2.22 billion versus $2.05 billion in the prior year quarter.
- Diluted earnings per voting common share of $1.08 versus $1.01; return on adjusted tangible shareholders' equity of 13.5% versus 13.6%.
- Asset management fees and investment return of $34 million versus $84 million in the prior year quarter.
- Quarterly dividend of $0.40 payable November 25, 2026; buyback authorization increased to $250 million.
Read the filing on SEC.gov ↗
Jun 24, 4:19 PM ET
Jefferies reported net earnings attributable to common shareholders of $226 million, or $1.02 per diluted share, for the quarter ended May 31, 2026, up from $88 million, or $0.40 per share, a year earlier. Net revenues rose to $2.21 billion from $1.63 billion, led by investment banking and a record quarter for Equities, and the board raised the share buyback authorization to $250 million. The figures are preliminary and may be revised in the Form 10-Q the company expects to file on or about July 9, 2026.
- Net revenues of $2.21 billion, compared with $1.63 billion in the prior-year quarter
- Investment banking net revenues of $1.21 billion, up 57% from the prior-year quarter; Equities net revenues a record $601 million, up 14%
- Repurchased 4.0 million shares for $197 million during the quarter; board raised buyback authorization to $250 million
- Quarterly cash dividend of $0.40 per share, payable August 28, 2026 to holders of record on August 18, 2026
Read the filing on SEC.gov ↗
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