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Jefferies Financial Group Inc. SEC Filings

JEF NYSE

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Jefferies Financial Group's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Jefferies Financial Group's regulatory disclosures and financial reporting.

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Jefferies Financial Group Inc. is offering $4,133,000 aggregate principal amount of Senior Fixed Rate 10-Year Callable Notes due July 17, 2036. The notes pay a fixed 6.00% annual interest rate, accruing from July 17, 2026, with semi-annual payments each January 17 and July 17.

The notes are senior unsecured obligations, ranking equally with Jefferies’ other senior unsecured debt, and are subject to Jefferies’ credit risk. Jefferies may redeem the notes, in whole or in part, at par plus accrued interest on each optional redemption date from July 17, 2028 through January 17, 2036, which could stop future interest payments and require reinvestment at lower rates. The issue price is $1,000 per note, with a 1.00% underwriting discount, resulting in gross proceeds before expenses of $4,091,670 for general corporate purposes. The notes will not be listed on any securities exchange, and Jefferies LLC may make, but is not obligated to make, a secondary market.

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Jefferies Financial Group Inc. is offering $4,286,000 aggregate principal amount of Senior Fixed Rate 5-Year Callable Notes due July 17, 2031. The Notes bear a fixed interest rate of 5.50% per year from July 17, 2026 to, but excluding, the stated maturity date, with interest payable annually on July 17, beginning July 17, 2027. The Notes are issued at 100% of principal ($1,000 per Note) and are senior unsecured obligations ranking equally with other senior unsecured indebtedness.

Jefferies may, at its option, redeem the Notes, in whole or in part, on each July 17 from 2027 through 2030 at 100% of principal plus accrued interest, on at least 5 Business Days’ notice. The Notes will not be listed on any securities exchange, and liquidity may be limited; Jefferies LLC may make a market but is not obligated to do so. Underwriting discounts and commissions are 0.50%, resulting in proceeds to Jefferies of $4,264,570 before expenses, to be used for general corporate purposes. All payments are subject to the credit risk of Jefferies Financial Group Inc., and the offering involves valuation, market, liquidity and call risks described in the risk factors.

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Jefferies Financial Group Inc. is offering $4,061,000 aggregate principal amount of Senior Fixed Rate 20-Year Callable Notes due July 17, 2046. The Notes bear a fixed interest rate of 6.60% per year from the original issue date of July 17, 2026 to, but excluding, maturity, with interest paid annually each July 17, using a 30/360 (ISDA) day-count convention.

The Notes are senior unsecured obligations ranking equally with Jefferies’ other senior unsecured debt and are subject entirely to Jefferies Financial Group Inc.’s credit risk. Jefferies may, at its option, redeem the Notes in whole or in part at 100% of principal plus accrued interest on any July 17 from 2028 through 2045, which could end interest payments earlier than the stated maturity.

The issue price is $1,000 per Note (100%). Underwriting discounts and commissions are 2.00% (total $81,220), providing Jefferies with gross proceeds before expenses of $3,979,780, to be used for general corporate purposes. The Notes will not be listed on any securities exchange, and Jefferies LLC, a FINRA member affiliate acting as Agent and underwriter, will conduct the conflict-of-interest-sensitive offering under FINRA Rule 5121.

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Sumitomo Mitsui Financial Group, through its wholly owned subsidiary Sumitomo Mitsui Banking Corporation, purchased 5,906,542 shares of Jefferies Financial Group common stock at $53.96 per share, with the price subject to adjustment under an existing agreement with a third party. After this transaction, the subsidiary indirectly holds 8,566,379 shares, and Sumitomo Mitsui Financial Group disclaims beneficial ownership except to the extent of its pecuniary interest.

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Jefferies Financial Group Inc. plans to issue Senior Fixed Rate 10-Year Callable Notes due July 31, 2036. The Notes pay a fixed 6.25% annual coupon, priced at $1,000 per Note (100%), with interest accruing from July 31, 2026 and paid semi-annually on the last calendar day of January and July.

The Notes are senior unsecured obligations ranking equally with Jefferies’ other senior unsecured debt. Jefferies may, at its option, redeem the Notes in whole or in part on the last calendar day of each January and July from July 31, 2027 through January 31, 2036 at 100% of principal plus accrued interest, which can end interest payments early and create reinvestment risk for holders.

The Notes are not listed on any securities exchange, and Jefferies LLC is not obligated to make a market, so secondary liquidity may be limited and resale prices may be below the issue price. During a defined Temporary Adjustment Period, account statements will show a higher value reflecting embedded fees and hedging costs that amortize to zero. All payments are subject to Jefferies’ credit risk. Net proceeds are intended for general corporate purposes, and distribution by Jefferies LLC is conducted under FINRA Rule 5121 conflict-of-interest provisions.

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Jefferies Financial Group Inc. plans to issue Senior Fixed Rate 5-Year Callable Notes due July 31, 2031. The notes are senior unsecured obligations, ranking equally with Jefferies’ other senior unsecured indebtedness. They are expected to be issued at $1,000 per note (100%), bear a fixed interest rate of 5.55% from July 31, 2026 to July 31, 2031, and pay interest semi-annually on the last calendar day of January and July, beginning January 31, 2027.

Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on the last calendar day of January and July from July 31, 2027 through January 31, 2031, on at least 5 business days’ notice. The notes will not be listed on any securities exchange, and Jefferies LLC may but is not obligated to make a secondary market, so liquidity could be limited and resale prices may be below the issue price. Early account statement values will include a temporary upward adjustment that declines over a defined period. Interest will be taxable as ordinary income to U.S. holders, with gains or losses on disposition generally treated as capital. Jefferies LLC, a FINRA member, will act as agent or principal in the distribution, and the deal is subject to FINRA Rule 5121 on conflicts of interest; net proceeds are intended for general corporate purposes.

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Jefferies Financial Group Inc. is offering Senior Fixed Rate 30-Year Callable Notes due July 31, 2056 as senior unsecured debt. The notes bear a fixed 7.00% annual interest rate from the original issue date of July 31, 2026 to, but excluding, maturity, with interest paid annually each July using a 30/360 (ISDA) convention at an issue price of $1,000 per note (100%).

Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on the last calendar day of each July from July 31, 2029 through July 31, 2055, which could limit future interest payments and create reinvestment risk for holders. The notes are not listed on any securities exchange, and secondary market liquidity may be limited, with values influenced by interest rates, Jefferies’ credit spreads and embedded commissions and hedging costs. Proceeds are intended for general corporate purposes, and all payments are subject to the credit risk of Jefferies Financial Group Inc.

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Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes due August 5, 2031, linked to the worst-performing of the Dow Jones Industrial Average, Russell 2000 Index and S&P 500 Index. Each $1,000 note pays a quarterly $22.88 coupon only if the worst index on that observation date is at or above 70% of its initial level. Starting in August 2027, the notes are automatically called, returning principal plus any due coupon, if the worst index is at or above 100% of its initial level on a call date.

If the notes are not called, investors receive full principal at maturity only if the worst index is at or above 55% of its initial level; below that threshold, repayment falls 1% for each 1% index decline, up to a total loss. The notes are senior unsecured obligations of Jefferies, are not listed on any exchange, and their estimated value on the pricing date is about $976.40 per $1,000, reflecting distribution, structuring and hedging costs and Jefferies’ internal funding rate. Complex and evolving U.S. tax rules apply, including potential ordinary-income treatment of coupons and special considerations for non-U.S. holders.

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Jefferies Financial Group Inc. is offering medium-term, market-linked notes with a face amount of $1,000 per security, auto-callable and linked to the worst performer of Goldman Sachs, Citigroup and Bank of America common stock. The notes pay a quarterly contingent coupon only if the lowest-performing stock on each calculation day is at or above its threshold price, set at 70% of its starting price, at a rate of at least 14.50% per annum, with a memory feature for previously missed coupons.

From January 2027 through April 2029 the notes are automatically called if the lowest-performing stock is at or above its starting price, returning face amount plus the applicable coupons. If not called, principal is fully returned at maturity on August 2, 2029 only if the final lowest-performing stock remains at or above its threshold; otherwise repayment equals $1,000 times that stock’s performance factor, implying losses greater than 30% and potentially a total loss of principal. Jefferies estimates the value on the pricing date at approximately $961.90 per note (within $30.00 of that estimate), below the $1,000 issue price, and emphasizes credit risk, limited liquidity, complex payoff mechanics and uncertain tax treatment.

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Jefferies Financial Group Inc. is offering senior autocallable contingent coupon barrier notes due August 5, 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 principal amount and quarterly contingent coupons of $19.38 when the worst-performing index is at or above 70% of its initial level on the relevant observation date.

The notes are automatically called, returning principal plus any due coupon, if on any call observation date starting August 2, 2027 the worst-performing index is at or above 100% of its initial level. If not called, at maturity investors receive principal back only if the worst-performing index is at or above 55% of its initial level; below that, repayment is reduced 1-for-1 with the index decline, up to a total loss of principal.

The notes are unsecured senior obligations of Jefferies, have an estimated value on the pricing date of about $957.40 per note, will not be listed on an exchange, and involve valuation, market, credit, liquidity, conflict-of-interest and tax risks described in the risk and tax discussions.

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FAQ

How many Jefferies Financial Group (JEF) SEC filings are available on StockTitan?

StockTitan tracks 733 SEC filings for Jefferies Financial Group (JEF), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Jefferies Financial Group (JEF)?

The most recent SEC filing for Jefferies Financial Group (JEF) was filed on July 17, 2026.