Jefferies posts 2026 annual shareholder letter on company website

Jefferies Financial Group Inc. filed a report stating that it has posted its annual letter to shareholders on its website, www.jefferies.com, on January 7, 2026.

Accepted by SEC EDGAR 01/07/2026 - 04:36 PM EST

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

How Sentiment works How the balance works

Form Type

8-K

Rhea-AI Filing Summary

Jefferies Financial Group Inc. filed a report stating that it has posted its annual letter to shareholders on its website, www.jefferies.com, on January 7, 2026. The company also attached the letter as Exhibit 99.1 to this report and incorporated it by reference, while clarifying that this information is being furnished under the securities laws rather than formally filed. The filing also lists Jefferies’ common stock and several series of senior notes that are registered and traded on the New York Stock Exchange.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Jefferies Financial Group Inc. (JEF) disclose in this filing?

Jefferies Financial Group Inc. disclosed that it posted its annual letter to shareholders on its website on January 7, 2026, and attached the letter as Exhibit 99.1.

Where can investors find Jefferies Financial Group Inc.’s latest annual shareholder letter?

The annual shareholder letter is available on Jefferies’ website at www.jefferies.com and is also included as Exhibit 99.1 to this report.

How is the Jefferies (JEF) annual shareholder letter treated under U.S. securities laws?

The company states that the information in Item 7.01 and Exhibit 99.1 is furnished, not filed, under the Securities Exchange Act of 1934 and is not subject to Section 18 liability unless specifically incorporated by reference elsewhere.

Which Jefferies Financial Group Inc. securities are listed on the New York Stock Exchange?

The filing lists Jefferies common stock, par value $1.00 per share, and multiple series of senior notes due 2027, 2028, 2032, and 2034 as being listed on the New York Stock Exchange.

Who signed this Jefferies Financial Group Inc. report and in what capacity?

The report was signed by Michael J. Sharp, who is identified as Executive Vice President and General Counsel of Jefferies Financial Group Inc.

What exhibits are included with this Jefferies Financial Group Inc. filing?

The filing includes Exhibit 99.1, the January 7, 2026 annual letter to shareholders, and Exhibit 104, the cover page interactive data file embedded within the Inline XBRL document.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Understanding 8-K Material Events →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

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

Source: View Original Filing on SEC EDGAR