Welcome to our dedicated page for Jefferies Financial Group SEC filings (Ticker: JEF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Jefferies Financial Group Inc. (NYSE: JEF) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Jefferies uses current reports on Form 8-K to communicate material events, financial results, securities offerings, governance changes and investor communications.
In its 8-K filings, Jefferies reports quarterly and annual financial results for periods ended on dates such as August 31 and November 30. These filings often include press releases that present net revenues, segment performance in Investment Banking, Capital Markets and Asset Management, net earnings attributable to common shareholders, and metrics like book value per common share and adjusted tangible book value per fully diluted share. They may also discuss compensation and non-compensation expense ratios and provide commentary on drivers of segment performance.
Jefferies also uses Form 8-K to disclose securities offerings and capital structure changes. For example, an 8-K dated January 13, 2026 reports the pricing of $1.5 billion aggregate principal amount of 5.500% Senior Notes due 2036, and other filings list multiple series of senior notes registered on the New York Stock Exchange. Additional 8-Ks describe the establishment of non-voting convertible preferred shares through amendments to the certificate of incorporation and related proxy processes.
Another key category of Jefferies filings relates to strategic transactions and alliances. The company has filed 8-Ks describing a contribution and subscription agreement under which a Jefferies subsidiary will acquire a 50% interest in Hildene Holding Company, as well as filings about the expansion of its Global Strategic Alliance with SMBC Group. These documents outline transaction structures, governance arrangements and conditions to closing.
Jefferies also furnishes investor communications such as annual letters to shareholders, investor presentations and investor meeting transcripts via Form 8-K. These materials often include non-GAAP measures and reconciliations, strategic updates and management’s perspective on the operating environment.
On Stock Titan, Jefferies filings are supplemented with AI-powered summaries that explain the main points of each document in plain language. Users can quickly understand what a particular 8-K, 10-K or 10-Q means for Jefferies’ business, capital structure and risk profile, while still having direct access to the full text as filed on EDGAR. The platform also tracks registered securities, including Jefferies’ common stock and listed senior notes, and highlights filings that relate to these instruments.
Jefferies Financial Group Inc. director and CEO Richard B. Handler reported internal transfers of company common stock among entities associated with him. On 01/14/2026, an LLC managed by him and his trusts reported a gift of 124,526 shares, with related entities receiving 2,105 shares into a 2012 trust and 122,421 shares into Handler’s direct ownership, all coded as gifts at $0 per share. A footnote explains these movements were tax-planning transfers within his ownership structure and result in no increases or decreases to his overall beneficial holdings in Jefferies Financial Group Inc. The filing also lists existing indirect holdings across multiple trusts, LLCs, and a profit-sharing plan.
Jefferies Financial Group Inc. completed a large debt financing by issuing $1,500,000,000 aggregate principal amount of 5.500% Senior Notes due 2036. The notes were sold to underwriters led by Jefferies LLC and SMBC Nikko Securities America, Inc. under an existing shelf registration.
The company expects approximately $1,481,145,000 in net proceeds after underwriting discounts and expenses, and plans to use these funds for general corporate purposes. The notes were issued under Jefferies’ existing indenture with The Bank of New York Mellon, as supplemented to establish the specific terms for this 2036 series.
Jefferies Financial Group Inc. is issuing $1,500,000,000 of 5.500% Senior Notes due 2036. The notes mature on February 15, 2036, pay 5.500% interest per year, and pay interest in cash semi-annually on February 15 and August 15, beginning August 15, 2026. They are senior unsecured obligations ranking equally with Jefferies’ other senior unsecured debt and are effectively subordinated to all liabilities of its subsidiaries.
The notes were priced at 99.193% of principal with a 0.450% underwriting discount, providing proceeds before expenses of $1,481,145,000 and estimated net proceeds of about $1,480,595,000 for general corporate purposes. Jefferies may redeem the notes at a make-whole premium before November 15, 2035 and at par thereafter, and may also redeem upon certain tax events. The company intends to list the notes on the NYSE and expects trading to begin within 30 days of the January 16, 2026 issue date.
Jefferies Financial Group Inc. is offering $5,138,000 of Senior Autocallable Contingent Coupon Barrier Notes due January 16, 2032, issued at $1,000 per note under its medium-term note program. The notes are linked to the worst-performing of Bank of America, Citigroup, JPMorgan Chase and Wells Fargo common stocks. Investors may receive a quarterly contingent coupon of $39.50 per note only if the worst performer is at or above its coupon barrier (70% of its initial value). The notes can be automatically called starting in July 2026 if the worst performer is at or above its initial value, returning principal plus that period’s coupon. If not called, principal is fully protected only if the worst performer is at or above its 60% threshold at maturity; otherwise, repayment is reduced 1-for-1 with the stock decline, up to a total loss. The estimated value on the pricing date is $936.20 per note, below the issue price, and Jefferies expects net proceeds of $4,945,325 before expenses.
Jefferies Financial Group Inc. is offering senior unsecured autocallable barrier notes maturing on February 4, 2030, linked to the worst-performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index. Each Note has a $1,000 stated principal amount and may be automatically called semiannually starting in 2027 if the worst-performing index is at or above its initial level.
If called, investors receive $1,000 plus a fixed Call Premium, ranging from $120 to $480 per Note (about 12% per annum). If not called, full principal is repaid at maturity only if the worst-performing index is at or above 70% of its initial level; otherwise, repayment is reduced 1-for-1 with the index decline, with up to 100% loss of principal.
The estimated value on the pricing date is approximately $961.70 per Note, below the $1,000 issue price, reflecting selling, structuring and hedging costs. The Notes are not listed, all payments are subject to Jefferies’ credit risk, proceeds are for general corporate purposes, and Jefferies affiliates act as distributor, hedger and calculation agent, creating potential conflicts of interest.
Jefferies Financial Group Inc. is offering senior unsecured autocallable barrier notes due February 4, 2030, linked to the worst-performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index. Each note has a $1,000 stated principal amount, with an issue price of $1,000 and an estimated value on the pricing date of approximately $983.40 per note, reflecting built-in fees and hedging costs.
The notes can be automatically called every six months starting February 2027 if the worst-performing index is at or above its initial level, paying back principal plus a call premium that equates to roughly 14% per annum. If not called and, at maturity, the worst-performing index is at least 70% of its initial level, investors receive principal back; below that 70% threshold, repayment is reduced 1-to-1 with the index decline, exposing investors to up to a total loss of principal.
The product does not pay dividends and all cash flows depend on Jefferies’ credit. The notes will not be listed on any exchange, secondary liquidity may be limited, and Jefferies and its affiliates may hedge and make markets in ways that affect secondary prices. The filing also highlights complex U.S. tax treatment and the preliminary nature of certain 2025 financial figures referenced in the recent developments section.
Jefferies Financial Group is offering senior unsecured autocallable contingent coupon barrier notes due February 4, 2031, linked to the worst-performing of the Dow Jones Industrial Average, the Russell 2000 Index and the S&P 500 Index. Each note has a $1,000 stated principal amount and pays a quarterly contingent coupon of $21.50 only if the worst-performing index on the observation date is at or above 70% of its initial level.
The notes can be automatically called quarterly starting in 2027 if the worst-performing index is at or above 100% of its initial level, in which case investors receive principal plus any due coupon and the product terminates early. If not called, and at maturity the worst-performing index is at or above 55% of its initial level, investors receive full principal; if it is below 55%, repayment is reduced 1:1 with the index decline, with up to 100% of principal at risk. Jefferies estimates the initial value at approximately $978 per note, reflecting issuance, structuring and hedging costs, and all payments depend on Jefferies’ credit.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes due February 4, 2031, linked to the worst-performing of the Dow Jones Industrial Average, Russell 2000 Index and S&P 500 Index. Each note has a $1,000 stated principal amount and pays a quarterly contingent coupon of $17.75 per note if the worst index is at or above 70% of its initial level on the observation date.
Beginning about one year after pricing, the notes are automatically called if the worst index is at or above 100% of its initial level on a call observation date, returning principal plus any due coupon. If not called, at maturity investors receive $1,000 only if the worst index is at or above 55% of its initial level; below that, repayment is reduced 1-to-1 with index losses and up to the entire principal can be lost. The estimated value on the pricing date is approximately $956.90 per $1,000 note, they are not listed on an exchange, and all payments depend on Jefferies’ credit.
Jefferies Financial Group Inc. reported that it has priced a public offering of
The company disclosed this financing step under an other events item and attached a pricing press release as an exhibit, which provides additional details about the transaction terms.
Jefferies Financial Group Inc. plans a new offering of senior unsecured notes under its existing shelf registration. The notes will pay cash interest semi-annually at a fixed rate to be set at pricing, and will mature on a specified future date. They will be issued in minimum denominations of $2,000 and integral multiples of $1,000 and are expected to settle on a T+3 basis through DTC, with clearance also available via Euroclear and Clearstream.
The notes will rank equally with Jefferies’ other senior unsecured debt and be effectively subordinated to liabilities of its subsidiaries. Jefferies may redeem the notes before maturity, including a make‑whole call before a defined par call date and par redemption after that date, and may also redeem upon certain tax events. The company intends to use the net proceeds for general corporate purposes and to apply to list the notes on the NYSE, though an active trading market is not assured. The indenture contains limited covenants and does not restrict additional debt incurrence.
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