Every material Form 8-K Jefferies has filed with the SEC since January 07, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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
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.
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
Jefferies reported results for the quarter ended February 28, 2026, with net earnings attributable to common shareholders of $156 million, or $0.70 per diluted share from continuing operations, compared with $128 million, or $0.57, a year earlier. Total net revenues rose to $2.02 billion from $1.59 billion, although the quarter included a $36 million non-cash, after-tax goodwill write-down tied to the planned sale of Tessellis.
Total net revenues of $2.02 billion, compared with $1.59 billion in the prior year quarter.
Diluted earnings per share from continuing operations of $0.70, compared with $0.57.
A $36 million non-cash, after-tax goodwill write-down tied to the Tessellis sale, and $17 million of losses related to Market Financial Solutions and First Brands.
Quarterly dividend of $0.40 per share, payable May 29, 2026; 3.0 million shares repurchased for $174 million.
Jefferies Financial Group reported fourth-quarter 2025 results for the quarter ended November 30, 2025. Net revenues rose to $2.07 billion from $1.96 billion a year earlier, but net earnings attributable to common shareholders fell to $191 million, and diluted EPS from continuing operations fell to $0.87 from $0.91, partly reflecting a $30 million pre-tax markdown on its Point Bonita investment. The company also said the figures are preliminary and may be revised in its Form 10-K, which it expects to file on or about January 28, 2026.
Q4 2025 net revenues were $2.07 billion, compared with $1.96 billion in Q4 2024.
Net earnings attributable to common shareholders were $191 million, or $0.87 per diluted share from continuing operations, versus $206 million, or $0.91, a year earlier.
A $30 million pre-tax loss on the Point Bonita investment reduced results; excluding it, adjusted diluted EPS was $0.96.
The board declared a quarterly cash dividend of $0.40 per share, payable February 27, 2026, to holders of record on February 17, 2026.
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