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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):
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”) posted our Investor Presentation to our website, www.jefferies.com, for use at our October 16, 2025 Investor Meeting. A copy of the Investor Presentation 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 |  | Investor Presentation
| 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 16, 2025 | JEFFERIES FINANCIAL GROUP INC.
| /s/ Michael J. Sharp
| Michael J. Sharp
| Executive Vice President and General Counsel