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[8-K] Jefferies Financial Group Inc. Reports Material Event

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Jefferies Financial Group (JEF) furnished materials from its 2025 Investor Meeting. The company reported that it held the meeting on October 16, 2025, and attached the full transcript as Exhibit 99.1 to this Form 8-K under Item 7.01 (Regulation FD).

The transcript includes ROTE and other non-GAAP financial measures. Jefferies states that reconciliations to the most directly comparable GAAP measures are provided in the presentation materials referred to during the meeting and furnished on October 16, 2025. The company notes the information in Item 7.01 and Exhibit 99.1 is “furnished” and not “filed” under the Exchange Act. The filing also includes a customary forward‑looking statements caution, reminding readers that actual results may differ due to various risks and uncertainties referenced in Jefferies’ SEC reports.

Jefferies Financial Group (JEF) ha fornito materiali dalla sua riunione degli investitori 2025. L'azienda ha riferito di aver tenuto l'incontro il 16 ottobre 2025 e ha allegato la trascrizione completa come Esibizione 99.1 a questo Form 8-K sotto Voce 7.01 (Regolamento FD).

La trascrizione include ROTE e altre misure finanziarie non-GAAP. Jefferies afferma che le riconciliazioni con le misure GAAP più direttamente comparabili sono fornite nei materiali di presentazione citati durante l'incontro e allegati il 16 ottobre 2025. L'azienda nota che l'informazione nella Voce 7.01 e nell'Esibizione 99.1 è «fornita» e non «presentata» secondo il Securities Exchange Act. L'atto di deposito include anche una consueta cautela sulle dichiarazioni previsionali, ricordando ai lettori che i risultati effettivi possono differire a causa di vari rischi e incertezze riferiti nei rapporti SEC di Jefferies.

Jefferies Financial Group (JEF) proporcionó materiales de su Reunión de Inversores 2025. La empresa informó que llevó a cabo la reunión el 16 de octubre de 2025 y adjuntó la transcripción completa como Exhibit 99.1 a este Formulario 8-K bajo Item 7.01 (Regulación FD).

La transcripción incluye ROTE y otras medidas financieras no GAAP. Jefferies afirma que las reconciliaciones con las medidas GAAP más directamente comparables se proporcionan en los materiales de presentación mencionados durante la reunión y enviados el 16 de octubre de 2025. La empresa señala que la información en el Item 7.01 y el Exhibit 99.1 es “furnished” y no “filed” bajo la Ley de Intercambio. La presentación también incluye una advertencia típica sobre declaraciones prospectivas, recordando a los lectores que los resultados reales pueden diferir debido a diversos riesgos e incertidumbres mencionados en los informes de la SEC de Jefferies.

제퍼리스 파이낸셜 그룹(JEF)은 2025년 투자자 회의 자료를 제공했습니다. 회사는 회의를 2025년 10월 16일에 개최했다고 보고했으며, 해당 8-K 양식의 항목 7.01(규정 FD) 아래에 전체 기록(transcript)을 Exhibit 99.1로 첨부했습니다.

기록에는 ROTE 및 기타 비-GAAP 재무지표가 포함되어 있습니다. Jefferies는 회의에서 언급된 발표 자료에 가장 직접적으로 비교 가능한 GAAP 지표로의 조정이 제공되어 있으며 2025년 10월 16일에 제출했다고 밝힙니다. 회사는 항목 7.01 및 Exhibit 99.1의 정보가 증권거래법에 따라 “제공되었으며” “제출되지 않음”임을 명시합니다. 또한 제출에는 일반적인 전향적 진술에 대한 주의가 포함되어 있어, 실제 결과가 Jefferies의 SEC 보고서에서 참조된 다양한 위험과 불확실성으로 인해 다를 수 있음을 독자들에게 상기시킵니다.

Jefferies Financial Group (JEF) a fourni des documents de sa Réunion des investisseurs 2025. L'entreprise a déclaré avoir tenu la réunion le 16 octobre 2025 et a joint la transcription complète en tant que Exhibit 99.1 à ce Formulaire 8-K dans la rubrique Article 7.01 (Règlement FD).

La transcription comprend des ROTE et d'autres mesures financières non-GAAP. Jefferies indique que les rapprochements vers les mesures GAAP les plus directement comparables sont fournis dans les matériaux de présentation mentionnés lors de la réunion et déposés le 16 octobre 2025. La société précise que les informations de l'Item 7.01 et de l'Exhibit 99.1 sont « fournies » et non « déposées » en vertu de la Securities Exchange Act. Le dépôt comprend également un avertissement habituel concernant les projections prospectives, rappelant aux lecteurs que les résultats réels peuvent différer en raison des divers risques et incertitudes mentionnés dans les rapports SEC de Jefferies.

Jefferies Financial Group (JEF) hat Materialien von der Investorensitzung 2025 bereitgestellt. Das Unternehmen gab an, dass es die Sitzung am 16. Oktober 2025 abgehalten hat und die vollständige Transkription als Exhibit 99.1 zu diesem Form 8-K unter Item 7.01 (Regulation FD) beigefügt wurde.

Das Transkript enthält ROTE und andere non-GAAP-Finanzkennzahlen. Jefferies erklärt, dass die Abgleiche zu den am direktesten vergleichbaren GAAP-Maßen in den während der Sitzung genannten Präsentationsmaterialien enthalten sind und am 16. Oktober 2025 bereitgestellt wurden. Das Unternehmen weist darauf hin, dass die Informationen in Item 7.01 und Exhibit 99.1 „zur Verfügung gestellt“ und nicht „eingereicht“ gemäß dem Securities Exchange Act sind. Die Einreichung enthält außerdem eine übliche Vorsicht zu zukunftsgerichteten Aussagen, die daran erinnert, dass tatsächliche Ergebnisse aufgrund verschiedener Risiken und Unsicherheiten, die in den SEC-Berichten von Jefferies erwähnt werden, abweichen können.

Jefferies Financial Group (JEF) وفّرت مواد من اجتماع المستثمِرين لعام 2025. أشارت الشركة إلى أنها عقدت الاجتماع في 16 أكتوبر 2025، وأرفقت النص الكامل كـ Exhibit 99.1 مع هذا النموذج 8-K بموجب البند 7.01 (Regulation FD).

يتضمن النص ROTE ومقاييس مالية غير GAAP أخرى. تنص Jefferies على أن التسويات مع مقادير GAAP الأقرب تشابهًا مذكورة في مواد العرض المشار إليها أثناء الاجتماع والمُرسلة في 16 أكتوبر 2025. وتذكر الشركة أن المعلومات في البند 7.01 والمعروض 99.1 «مقدمة» وليست «مرفوعة» بموجب قانون تبادل الأوراق المالية. كما يتضمن الملف تنبيهًا تقليديًا إلى العبارات التطلعية، مذكّراً القرّاء بأن النتائج الفعلية قد تختلف بسبب مخاطر وعدم يقين متعددة المذكورة في تقارير Jefferies لدى هيئة الأوراق المالية والتبادل.

Jefferies Financial Group (JEF) 已提供其2025年投资者会议的资料。公司表示于2025年10月16日举行了该会议,并把完整逐字记录作为Exhibit 99.1附在本8-K表格的第7.01项(Regulation FD)之下。

记录包含ROTE及其他非GAAP财务指标。Jefferies表示,与最直接可比GAAP指标的对账在会议期间提及的演示材料中提供,并于2025年10月16日提交。公司指出,第7.01项与Exhibit 99.1中的信息是按照证券交易法规定的“提供(furnished)”而非“提交(filed)”。该文件还含有常规的前瞻性陈述警示,提醒读者由于Jefferies的SEC报告中提到的各种风险和不确定性,实际结果可能不同。

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Jefferies Financial Group (JEF) ha fornito materiali dalla sua riunione degli investitori 2025. L'azienda ha riferito di aver tenuto l'incontro il 16 ottobre 2025 e ha allegato la trascrizione completa come Esibizione 99.1 a questo Form 8-K sotto Voce 7.01 (Regolamento FD).

La trascrizione include ROTE e altre misure finanziarie non-GAAP. Jefferies afferma che le riconciliazioni con le misure GAAP più direttamente comparabili sono fornite nei materiali di presentazione citati durante l'incontro e allegati il 16 ottobre 2025. L'azienda nota che l'informazione nella Voce 7.01 e nell'Esibizione 99.1 è «fornita» e non «presentata» secondo il Securities Exchange Act. L'atto di deposito include anche una consueta cautela sulle dichiarazioni previsionali, ricordando ai lettori che i risultati effettivi possono differire a causa di vari rischi e incertezze riferiti nei rapporti SEC di Jefferies.

Jefferies Financial Group (JEF) proporcionó materiales de su Reunión de Inversores 2025. La empresa informó que llevó a cabo la reunión el 16 de octubre de 2025 y adjuntó la transcripción completa como Exhibit 99.1 a este Formulario 8-K bajo Item 7.01 (Regulación FD).

La transcripción incluye ROTE y otras medidas financieras no GAAP. Jefferies afirma que las reconciliaciones con las medidas GAAP más directamente comparables se proporcionan en los materiales de presentación mencionados durante la reunión y enviados el 16 de octubre de 2025. La empresa señala que la información en el Item 7.01 y el Exhibit 99.1 es “furnished” y no “filed” bajo la Ley de Intercambio. La presentación también incluye una advertencia típica sobre declaraciones prospectivas, recordando a los lectores que los resultados reales pueden diferir debido a diversos riesgos e incertidumbres mencionados en los informes de la SEC de Jefferies.

제퍼리스 파이낸셜 그룹(JEF)은 2025년 투자자 회의 자료를 제공했습니다. 회사는 회의를 2025년 10월 16일에 개최했다고 보고했으며, 해당 8-K 양식의 항목 7.01(규정 FD) 아래에 전체 기록(transcript)을 Exhibit 99.1로 첨부했습니다.

기록에는 ROTE 및 기타 비-GAAP 재무지표가 포함되어 있습니다. Jefferies는 회의에서 언급된 발표 자료에 가장 직접적으로 비교 가능한 GAAP 지표로의 조정이 제공되어 있으며 2025년 10월 16일에 제출했다고 밝힙니다. 회사는 항목 7.01 및 Exhibit 99.1의 정보가 증권거래법에 따라 “제공되었으며” “제출되지 않음”임을 명시합니다. 또한 제출에는 일반적인 전향적 진술에 대한 주의가 포함되어 있어, 실제 결과가 Jefferies의 SEC 보고서에서 참조된 다양한 위험과 불확실성으로 인해 다를 수 있음을 독자들에게 상기시킵니다.

Jefferies Financial Group (JEF) a fourni des documents de sa Réunion des investisseurs 2025. L'entreprise a déclaré avoir tenu la réunion le 16 octobre 2025 et a joint la transcription complète en tant que Exhibit 99.1 à ce Formulaire 8-K dans la rubrique Article 7.01 (Règlement FD).

La transcription comprend des ROTE et d'autres mesures financières non-GAAP. Jefferies indique que les rapprochements vers les mesures GAAP les plus directement comparables sont fournis dans les matériaux de présentation mentionnés lors de la réunion et déposés le 16 octobre 2025. La société précise que les informations de l'Item 7.01 et de l'Exhibit 99.1 sont « fournies » et non « déposées » en vertu de la Securities Exchange Act. Le dépôt comprend également un avertissement habituel concernant les projections prospectives, rappelant aux lecteurs que les résultats réels peuvent différer en raison des divers risques et incertitudes mentionnés dans les rapports SEC de Jefferies.

Jefferies Financial Group (JEF) hat Materialien von der Investorensitzung 2025 bereitgestellt. Das Unternehmen gab an, dass es die Sitzung am 16. Oktober 2025 abgehalten hat und die vollständige Transkription als Exhibit 99.1 zu diesem Form 8-K unter Item 7.01 (Regulation FD) beigefügt wurde.

Das Transkript enthält ROTE und andere non-GAAP-Finanzkennzahlen. Jefferies erklärt, dass die Abgleiche zu den am direktesten vergleichbaren GAAP-Maßen in den während der Sitzung genannten Präsentationsmaterialien enthalten sind und am 16. Oktober 2025 bereitgestellt wurden. Das Unternehmen weist darauf hin, dass die Informationen in Item 7.01 und Exhibit 99.1 „zur Verfügung gestellt“ und nicht „eingereicht“ gemäß dem Securities Exchange Act sind. Die Einreichung enthält außerdem eine übliche Vorsicht zu zukunftsgerichteten Aussagen, die daran erinnert, dass tatsächliche Ergebnisse aufgrund verschiedener Risiken und Unsicherheiten, die in den SEC-Berichten von Jefferies erwähnt werden, abweichen können.


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):
October 16, 2025
 


JEFFERIES FINANCIAL GROUP INC.
(Exact name of registrant as specified in its charter)



New York
001-05721
13-2615557
(State of other jurisdiction of incorporation or organization)
(Commission File Number)
(IRS. Employer Identification No.)

520 Madison Ave., New York, New York

10022
(Address of principal executive offices)

(Zip Code)
 
Registrant’s telephone number, including area code: 212-284-2300
 


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 Exchange Act:
 

Title of each class

Trading
 Symbol(s)

Name of each exchange
on which registered








Common Stock, par value $1.00 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 7.01
Regulation FD Disclosure

On October 16, 2025, Jefferies Financial Group Inc. (“we” or “our”) held our 2025 Investor Meeting.  A copy of the transcript of the meeting is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

The transcript contains the financial measures of ROTE and other Non-GAAP measures. A reconciliation of these Non-GAAP financial measures to the most directly comparable GAAP measures is provided in the presentation materials referred to during the meeting, a copy of which has been furnished as Exhibit 99.1 to the Company’s Form 8-K previously filed with the Securities and Exchange Commission (the "SEC") on October 16, 2025.

The information in Item 7.01 of this Current Report on Form 8-K and Exhibit 99.1 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing or other document under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as shall be expressly set forth by specific reference in such filing or document.

Forward Looking Statements. Certain statements contained within the transcript included in this Current Report on Form 8-K may constitute “forward-looking statements," within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Exchange Act and/or the Private Securities Litigation Reform Act of 1995, regarding us and our subsidiaries. These forward-looking statements reflect our current views relating to, among other things, future revenues, earnings, operations, and other financial results, and may include statements of future performance, plans, and objectives. Forward-looking statements may also include statements pertaining to our strategies for the future development of its business and products. These forward-looking statements are not historical facts and are based on management expectations, estimates, projections, beliefs and certain other assumptions, many of which, by their nature, are inherently uncertain and beyond management’s control. It is possible that the actual results may differ, possibly materially, from the anticipated results indicated in these forward-looking statements. Accordingly, readers are cautioned that any such forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict including, without limitation, the cautionary statements and risks set forth in our Annual and Quarterly Reports and other reports or documents filed with, or furnished to, the SEC from time to time, which are accessible on the SEC website at sec.gov. This information should also be read in conjunction with Jefferies Financial Group Inc. Consolidated Financial Statements and the Notes thereto contained in the Annual, Quarterly and Periodic Reports filed by the issuer that are also accessible on the SEC website at sec.gov. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date they are made. We do not undertake to update any forward-looking statements to reflect the impact of circumstances or events that arise after the date of such forward-looking statements.

Item 9.01
Financial Statements and Exhibits

(d)



Exhibit
Number
    
Description

     

99.1
 
Transcript

     

104
 
Cover Page Interactive Data File (embedded within the Inline XBRL document)


SIGNATURE

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: October 17, 2025
JEFFERIES FINANCIAL GROUP INC.

 

/s/ Michael J. Sharp

Michael J. Sharp

Executive Vice President and General Counsel



Jefferies Financial Group

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