Reg FD Disclosure

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): January 7, 2026 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 We posted our annual letter to shareholders to our website, www.jefferies.com, on January 7, 2026. The letter is attached hereto as Exhibit 99.1 and is incorporated herein by reference. 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. Item 9.01 Financial Statements and Exhibits (d)   Exhibit Number Description         99.1 January 7, 2026 annual letter to shareholders         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: January 7, 2026 JEFFERIES FINANCIAL GROUP INC.       /s/ Michael J. Sharp   Michael J. Sharp   Executive Vice President and General Counsel