Jefferies Financial Group Inc.
For the period ended May 31, 2026. Filed Jul 9, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
May 31, 2026 · Filed Jul 9, 2026
JEF$49.39+4.2%Stored close · as of Nov 9, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Consolidated Statements of Changes in Equity (Unaudited)
| Three Months Ended May 31, | Six Months Ended May 31, | |||
|---|---|---|---|---|
| $ in thousands, except par value and per share amounts | 2026 | 2025 | 2026 | 2025 |
| Preferred shares $1 par value | ||||
| Balance, beginning of period | $55 | $55 | $55 | $55 |
| Balance, end of period | $55 | $55 | $55 | $55 |
| Voting common shares $1 par value | ||||
| Balance, beginning of period | $204,423 | $206,250 | $206,296 | $205,504 |
| Purchase of common shares for treasury | (3,962) | (23) | (6,958) | (719) |
| Exchange of 9,247,081 voting for non-voting common shares | (9,247) | — | (9,247) | — |
| Other | 2,931 | 45 | 4,054 | 1,487 |
| Balance, end of period | $194,145 | $206,272 | $194,145 | $206,272 |
| Non-voting common shares $1 par value | ||||
| Balance, beginning of period | $— | $— | $— | $— |
| Exchange of 9,247,081 voting for non-voting common shares | 9,247 | — | 9,247 | — |
| Balance, end of period | $9,247 | $— | $9,247 | $— |
| Additional paid-in capital | ||||
| Balance, beginning of period | $2,075,065 | $2,094,138 | $2,177,954 | $2,104,199 |
| Share-based compensation expense | 22,925 | 18,193 | 73,597 | 53,830 |
| Purchase of common shares for treasury | (193,449) | (1,227) | (364,756) | (56,849) |
| Dividend equivalents | 5,513 | 8,354 | 16,421 | 16,951 |
| Change in equity interest related to consolidated subsidiaries | — | (1,976) | 4,606 | (1,123) |
| Other | 5,108 | 11,876 | 7,340 | 12,350 |
| Balance, end of period | $1,915,162 | $2,129,358 | $1,915,162 | $2,129,358 |
| Accumulated other comprehensive loss, net of tax | ||||
| Balance, beginning of period | $(315,023) | $(408,072) | $(384,434) | $(423,131) |
| Other comprehensive (loss) income, net of taxes | (41,020) | 68,377 | 28,391 | 83,436 |
| Balance, end of period | $(356,043) | $(339,695) | $(356,043) | $(339,695) |
| Retained earnings | ||||
| Balance, beginning of period | $8,646,325 | $8,311,857 | $8,574,825 | $8,270,145 |
| Net earnings attributable to Jefferies Financial Group Inc. | 255,418 | 99,063 | 430,622 | 242,895 |
| Dividends - common shares ($0.40, $0.40, $0.80, $0.80 per share) | (86,293) | (90,860) | (178,967) | (181,955) |
| Dividends - preferred shares | (11,025) | (11,025) | (22,050) | (22,050) |
| Other | 5 | — | — | — |
| Balance, end of period | $8,804,430 | $8,309,035 | $8,804,430 | $8,309,035 |
| Total Jefferies Financial Group Inc. shareholders' equity | $10,566,996 | $10,305,025 | $10,566,996 | $10,305,025 |
| Noncontrolling interests | ||||
| Balance, beginning of period | $50,883 | $64,211 | $67,507 | $68,215 |
| Net losses attributable to noncontrolling interests | (5,440) | (7,668) | (21,298) | (14,651) |
| Contributions | 562 | 17,350 | 681 | 17,454 |
| Distributions | (5,911) | (1,528) | (7,429) | (4,323) |
| Other | 295 | 4,784 | 928 | 10,454 |
| Balance, end of period | $40,389 | $77,149 | $40,389 | $77,149 |
| Total equity | $10,607,385 | $10,382,174 | $10,607,385 | $10,382,174 |
| May 2026 Form 10-Q | 5 |
|---|
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