Jefferies Financial Group SEC Filings

Jefferies Financial Group Inc. is issuing senior unsecured structured notes with an aggregate principal amount of $9,090,000 that will be delivered in book-entry form through The Depository Trust Company on or about October 3, 2025 and mature on October 3, 2031. Each Note has a $1,000 stated principal amount and an Issue Price equal to 100% of stated principal. The Notes pay monthly contingent coupons of $7.50 per Note when the Observation Value of the Worst-Performing Underlying is at or above its Coupon Barrier, are automatically callable beginning about one year after pricing if the Worst-Performing Underlying meets the Call Value on a Call Observation Date, and at maturity pay the Stated Principal Amount if the Final Value of the Worst-Performing Underlying is at or above its Threshold Value; otherwise holders have 1-for-1 downside exposure to the Worst-Performing Underlying.

Jefferies discloses an estimated value of $957.00 per Note on the Pricing Date (less than the Issue Price) based on proprietary models, and warns all payments are subject to Jefferies' credit risk. The Notes reference the Nasdaq-100 (NDX), Russell 2000 (RTY) and EURO STOXX 50 (SX5E) indices as Underlyings, and the pricing supplement includes detailed coupon, call, observation and valuation schedules, model assumptions, hedging and tax treatment disclosures.

Jefferies Financial Group Inc. is offering Auto-Callable, NASDAQ-100 Index-linked securities with a $1,000 face amount per security and an original offering price of $1,000. The securities pay no interest or dividends and may be automatically called on one of four call dates; each call pays the face amount plus a fixed call premium that accrues at approximately 8.20% per annum on a simple (non-compounding) basis. If not called, the maturity payoff depends on the Index level on the final calculation day: investors are protected for declines up to a 10% buffer, but face 1-to-1 downside beyond that and could lose up to 90% of face amount.

The pricing date was September 30, 2025, issue date October 3, 2025, and Jefferies estimates the securities' value on the pricing date at $966.00 per security, reflecting issuance, structuring and hedging costs borne by investors. All payments are subject to Jefferies' credit risk. The supplement includes tax, model-valuation, market‑making and index‑maintenance disclosures and summarizes preliminary Jefferies fiscal Q3 2025 results including $224 million net income for the quarter (preliminary).

Jefferies Financial Group Inc. has filed a preliminary pricing supplement for Senior Fixed Rate 10 Year Callable Notes due October 20, 2035. The document supplements the May 12, 2023 prospectus and specifies that the notes are subject to issuer credit risk, optional issuer redemption on scheduled Optional Redemption Dates, and a 30/360 (ISDA) day-count convention. The pricing supplement explains a Temporary Adjustment Period during which brokerage account valuations may include an upfront upward adjustment for commissions, hedging costs and projected profits that will amortize to zero on a straight-line basis.

The supplement includes preliminary Jefferies fiscal third quarter and nine-month results through August 31, 2025 (e.g., three-month Investment Banking net revenues $1.1 billion; net income $224 million; nine-month Investment Banking net revenues $2.6 billion; net income $440 million). It discloses distribution mechanics via Jefferies LLC, potential commissions/discounts, Material U.S. federal tax treatment per Sidley Austin LLP, and extensive jurisdictional selling restrictions and conflict-of-interest disclosures including FINRA Rule 5121 procedures.

Jefferies Financial Group Inc. is offering medium-term notes linked to the lowest performing of the VanEck Gold Miners ETF (GDX) and the iShares Silver Trust (SLV). The securities pay a quarterly contingent coupon only if the lowest performing Market Measure on each calculation day is at least 70% of its starting price; the contingent coupon rate will be set on the pricing date and will be at least 12.40% per annum. The notes may be automatically called on quarterly calculation days from April 2026 through July 2028 if the lowest performing Market Measure is at or above its starting price, in which case holders receive face amount plus a final contingent coupon. If not called, maturity is October 27, 2028, and holders receive the face amount only if the lowest performing Market Measure at final calculation is at or above 70% of its starting price; otherwise holders suffer a loss equal to the decline in that Market Measure (potentially >30% or total loss). Issue date is November 5, 2025; original offering price $1,000; estimated value at pricing date approximately $949.90. All payments are subject to Jefferies' credit risk; calculation agent is Jefferies Financial Services Inc.

Jefferies Financial Group Inc. is offering senior unsecured notes maturing October 3, 2030, with a stated principal amount of $1,000 per note and an issue price equal to 100% of stated principal. The notes pay a quarterly Contingent Coupon Payment of $19.375 when the Observation Value of the worst-performing underlying on a Coupon Observation Date is at or above its Coupon Barrier and are automatically callable beginning roughly one year after pricing if the worst-performing underlying meets or exceeds its Call Value on a Call Observation Date. At maturity, if the final value of the worst-performing underlying is below its Threshold Value, holders suffer 1:1 downside exposure and may lose up to 100% of principal. All payments are subject to Jefferies' credit risk. Jefferies estimates the value on pricing at approximately $946.00 per note, or within $30.00 of that estimate.

Jefferies Financial Group Inc. is offering senior unsecured, non-interest-bearing notes linked to the iShares Bitcoin Trust ETF (ticker IBIT) that mature on July 18, 2028. Each note has a $1,000 stated principal amount and an issue price of 100% with an estimated initial value of approximately $945. At maturity investors receive the stated principal plus 200.00% of the Underlyings upside subject to a maximum payment of $1,900.00 per note. The notes include a 20% buffer: if the Final Value falls below 80% of the Initial Value investors lose 1% for each 1% decline below that buffer (up to an 80% loss). All payments are subject to Jefferies credit risk and the notes may have limited secondary market liquidity.

Jefferies Financial Group Inc. is issuing $1,762,000 of senior unsecured notes linked to the Russell 2000 (RTY) and EURO STOXX 50 (SX5E). Each Note has a $1,000 Stated Principal Amount, an Issue Price equal to 100% and an estimated value on the Pricing Date of $948.20 per Note. The Notes mature on August 29, 2031, pay a contingent quarterly coupon of $21.875 per Note when the Worst-Performing Underlying is at or above its Coupon Barrier, and may be automatically called beginning roughly one year after issuance. At maturity, if the Worst-Performing Underlying is below its Threshold (75% of Initial Value), investors suffer 1-for-1 downside to the underlying and may lose up to 100% of principal.