JEF Form 8-K: Q2 2025 Earnings Press Release Submitted

Rhea-AI Filing Summary

Jefferies Financial Group Inc. (JEF) filed a Form 8-K dated June 25, 2025 to furnish—not file—its financial results for the quarter and six months ended May 31, 2025.

• Item 2.02: Announces that a press release containing the results has been issued and is attached as Exhibit 99.
• No income-statement, balance-sheet, or cash-flow figures are included in the body of the 8-K; investors must consult the attached press release for details.
• Item 9.01: Lists Exhibit 99 (press release) and Exhibit 104 (cover-page Inline XBRL).
• The disclosure is expressly designated as “furnished,” shielding it from Section 18 liability and limiting incorporation into other SEC filings unless specifically referenced.
• Trading symbols for Jefferies’ common shares and several senior note issues are reiterated but unchanged.

No new strategic initiatives, capital actions, or material transactions are described; the filing serves purely as an earnings-release conduit.

Insights

Financial Analyst

TL;DR: Routine 8-K furnishes Q2/6-mo 2025 results via attached press release; no numbers inside filing, market impact neutral.

The company met its disclosure obligation by promptly releasing earnings information but withheld numerical detail from the 8-K text. Because investors must reference the separate press release for actual performance metrics, the filing itself offers negligible incremental insight. The “furnished” designation limits legal exposure and signals that Jefferies considers the information standard rather than transformative. Unless the unseen press release contains surprises, this 8-K alone is unlikely to move the stock.

Corporate Governance Expert

TL;DR: Governance-wise, Jefferies complies procedurally; no new risk factors or leadership changes disclosed.

From a compliance standpoint, the company followed Regulation FD by simultaneously issuing a press release and Form 8-K. The separation of “furnished” versus “filed” content is standard practice that preserves flexibility while keeping investors informed. There are no indications of governance concerns—no executive departures, litigation updates, or covenant breaches. Consequently, the filing should be viewed as routine maintenance rather than a material governance event.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

________________________________

FORM 8-K

________________________________

CURRENT REPORT

Pursuant to Section 13 OR 15(d)

of the Securities Exchange Act of 1934

Date of Report (date of earliest event reported): June 25, 2025

________________________________

JEFFERIES FINANCIAL GROUP INC.

(Exact name of registrant as specified in its charter)

________________________________

New York

001-05721

13-2615557

(State or other jurisdiction of incorporation or organization)

(Commission File Number)

(I.R.S. Employer Identification No.)

520 Madison Avenue

New York,

New York

10022

(Address of principal executive offices)

(Zip Code)

Registrant's telephone number, including area code: (212) 284-2300

(Former name or former address, if changed since last report)

______________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Shares, par value $1 per share

JEF

New York Stock Exchange

4.850% Senior Notes Due 2027

JEF 27A

New York Stock Exchange

5.875% Senior Notes Due 2028

JEF 28

New York Stock Exchange

2.750% Senior Notes Due 2032

JEF 32A

New York Stock Exchange

6.200% Senior Notes Due 2034

JEF 34

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition

On June 25, 2025, we issued a press release containing financial results for our quarter and six months ended May 31, 2025. A copy of the press release is attached hereto as Exhibit 99 and is incorporated herein by reference.

The information provided in this Item 2.02, including the exhibits hereto, is intended to be “furnished” and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01. Financial Statements and Exhibits

The following exhibits are furnished with this report:

Exhibit No.			Description
99			Press Release of Jefferies Financial Group Inc. - Quarter and Six Months ended May 31, 2025 Results
104			Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: June 25, 2025

			JEFFERIES FINANCIAL GROUP INC.
			By:			/s/ Michael J. Sharp
			Name:			Michael J. Sharp
			Title:			Executive Vice President and General Counsel

FAQ

What did Jefferies (JEF) report in its June 25 2025 Form 8-K?

Jefferies furnished a press release (Exhibit 99) containing financial results for the quarter and six months ended May 31 2025.

Does the 8-K include Jefferies’ actual Q2 2025 financial figures?

No. The filing itself contains no numbers; investors must review the attached press release for detailed results.

Which exhibits accompanied Jefferies’ June 25 2025 Form 8-K?

Exhibit 99 (press release for Q2 and six-month results) and Exhibit 104 (cover-page Inline XBRL data file).

Is the information in Item 2.02 considered "filed" with the SEC?

No. It is "furnished," meaning it is not subject to Section 18 liability and is not automatically incorporated into other filings.