Jefferies prices $1.1B 5.125% notes due 2031

Jefferies Financial Group Inc. has priced a public offering of $1.1 billion aggregate principal amount of 5.125% Senior Notes due 2031.

Rhea-AI Filing Summary

Jefferies Financial Group Inc. has priced a public offering of $1.1 billion aggregate principal amount of 5.125% Senior Notes due 2031. The Notes carry an effective yield of 5.304% and are scheduled to mature on April 28, 2031.

The offering is expected to settle on April 28, 2026, subject to customary closing conditions. Jefferies intends to use the net proceeds from this debt issuance for general corporate purposes. The Notes are being offered under an effective shelf registration statement with a related prospectus supplement.

Insights

Capital structure analyst

Jefferies raises $1.1B in 5.125% notes maturing 2031.

Jefferies Financial Group Inc. has priced $1.1 billion of 5.125% Senior Notes due 2031 with an effective yield of 5.304%. This adds term funding that locks in fixed-rate financing until April 28, 2031.

The transaction is expected to settle on April 28, 2026 and is issued under an effective shelf registration using a prospectus supplement. The company plans to use net proceeds for general corporate purposes, a broad category that may include refinancing, investments, or balance sheet needs.

From an investor perspective, this is a routine capital markets transaction by a large financial firm. It increases outstanding senior debt but does not by itself indicate a shift in strategy or disclose specific new projects; future filings may clarify how the capital is ultimately deployed.

8-K Event Classification

2 items: 8.01, 9.01

2 items

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

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

Key Figures

Senior Notes offering size: $1.1 billion aggregate principal amount Coupon rate: 5.125% Effective yield: 5.304% +2 more

5 metrics

Senior Notes offering size $1.1 billion aggregate principal amount 5.125% Senior Notes due 2031

Coupon rate 5.125% Senior Notes due 2031

Effective yield 5.304% 5.125% Senior Notes due 2031

Maturity date April 28, 2031 5.125% Senior Notes

Expected settlement date April 28, 2026 5.125% Senior Notes due 2031

Key Terms

effective shelf registration statement, prospectus supplement, general corporate purposes, Senior Notes, +1 more

5 terms

effective shelf registration statement regulatory

"The offering of the Notes is being made pursuant to an effective shelf registration statement, base prospectus and related prospectus supplement."

An effective shelf registration statement is a filed and approved registration with the securities regulator that lets a company sell new shares or other securities on short notice over time rather than all at once. For investors, it matters because it gives the company flexibility to raise money quickly—like having a credit line of stock—creating potential dilution of existing holdings and affecting share supply, price pressure, and planning for future capital events.

prospectus supplement regulatory

"The offering of the Notes is being made pursuant to an effective shelf registration statement, base prospectus and related prospectus supplement."

A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.

general corporate purposes financial

"JFG intends to use the net proceeds of the offering for general corporate purposes."

"General corporate purposes" refer to the broad range of activities and expenses a company can use its funds for to support its overall operations and growth. This can include things like paying bills, investing in new projects, or strengthening its financial position. For investors, understanding this term helps clarify how a company plans to use its resources to sustain and expand its business over time.

Senior Notes financial

"Jefferies Financial Group Inc. Announces Pricing of $1,100,000,000 5.125% Senior Notes Due 2031"

Senior notes are a type of loan that a company borrows from investors, promising to pay it back with interest. They are called "senior" because in case the company faces financial trouble, these lenders are paid back before others. This makes senior notes safer for investors compared to other types of loans or bonds.

forward-looking statements regulatory

"This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of Section 27A of the Securities Act of 1933..."

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

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

What did Jefferies Financial Group Inc. (JEF) announce in this 8-K?

Jefferies announced the pricing of a public offering of $1.1 billion aggregate principal amount of 5.125% Senior Notes due 2031. The notes have a 5.304% effective yield and will be issued under an existing shelf registration statement with a related prospectus supplement.

What are the key terms of Jefferies (JEF) new 5.125% Senior Notes due 2031?

The new Jefferies notes carry a 5.125% coupon and an effective yield of 5.304%, with a maturity date of April 28, 2031. The offering totals $1.1 billion in aggregate principal amount and is expected to settle on April 28, 2026, subject to customary closing conditions.

How does Jefferies (JEF) plan to use the $1.1 billion note proceeds?

Jefferies intends to use the net proceeds from the $1.1 billion 5.125% Senior Notes offering for general corporate purposes. This broad category can include refinancing existing obligations, funding business activities, or supporting liquidity, though no specific use is detailed in the disclosure.

When will Jefferies (JEF) 5.125% Senior Notes due 2031 settle and mature?

The 5.125% Senior Notes are expected to settle on April 28, 2026, assuming customary closing conditions are met. They are scheduled to mature on April 28, 2031. Investors receive fixed interest until maturity, subject to the final terms in the prospectus supplement.

Under what framework is Jefferies (JEF) issuing the new 2031 Senior Notes?

The offering is being made pursuant to an effective shelf registration statement, a base prospectus, and a related prospectus supplement. Investors can access these documents via Jefferies LLC or SMBC Nikko contacts, or for free through the SEC’s EDGAR website at www.sec.gov.

Which banks are involved in Jefferies (JEF) $1.1 billion notes offering?

Jefferies LLC is the sole global co-ordinator and joint book-runner, with SMBC Nikko Securities America as joint book-runner. Several institutions, including BNY Mellon Capital Markets, Citigroup Global Markets, Natixis Securities Americas, and others, act as senior co-managers or co-managers.

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 Not now

Accepted by SEC EDGAR 04/23/2026 - 06:01 PM EDT Learn about SEC filing dates

false000009622300000962232026-04-232026-04-230000096223jef:Five500SeniorNotesDue2036Member2026-04-232026-04-230000096223us-gaap:CommonStockMember2026-04-232026-04-230000096223jef:Four850SeniorNotesDue2027Member2026-04-232026-04-230000096223jef:Two750SeniorNotesDue2032Member2026-04-232026-04-230000096223jef:Five875SeniorNotesDue2028Member2026-04-232026-04-230000096223jef:Six200SeniorNotesDue2034Member2026-04-232026-04-23

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): April 23, 2026

Jefferies Financial Group Inc.

(Exact name of registrant as specified in its charter)

New York	001-05721	13-2615557
(State or other jurisdiction of incorporation)	(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

(Former name or former address, if changed since last report.)

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:

☐
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 Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Shares, par value $1 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
5.500% Senior Notes Due 2036		JEF36		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 8.01. Other Events.

On April 23, 2026, Jefferies Financial Group Inc. issued a press release (the “Pricing Press Release”) announcing the pricing of its public offering of $1,100,000,000 aggregate principal amount of 5.125% Senior Notes due 2031. A copy of the Pricing Press Release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Item 9.01. Financial Statements and Exhibits

(d) Exhibits.

Number	Exhibit
99.1	Pricing Press Release, dated April 23, 2026
104	Cover Page Interactive Data File (embedded within the Inline XBRL document)

2

SIGNATURES

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: April 23, 2026	JEFFERIES FINANCIAL GROUP INC.
	/s/ Michael J. Sharp
	Michael J. Sharp
	Executive Vice President and General Counsel

3

Exhibit 99.1

FOR IMMEDIATE RELEASE

April 23, 2026

Jefferies Financial Group Inc. Announces Pricing of $1,100,000,000 5.125% Senior Notes Due 2031

New York, New York — Jefferies Financial Group Inc. (NYSE: JEF) (“JFG”, “we” or “our”) today announced the pricing of its public offering of $1.1 billion aggregate principal amount of 5.125% Senior Notes due 2031 (the “Notes”) with an effective yield of 5.304%, maturing April 28, 2031. The offering is expected to settle on April 28, 2026, subject to the satisfaction of customary closing conditions.

JFG intends to use the net proceeds of the offering for general corporate purposes. Jefferies LLC served as sole global co-ordinator and joint book-runner for the offering of the Notes, SMBC Nikko Securities America, Inc. served as joint book-runner, BNY Mellon Capital Markets, LLC, Citigroup Global Markets Inc. and Natixis Securities Americas LLC served as senior co-managers, and Academy Securities, Inc., AmeriVet Securities, Inc., BBVA Securities Inc., CaixaBank, S.A., Citizens JMP Securities, LLC, Fifth Third Securities, Inc., First Citizens Capital Securities, LLC, HSBC Securities (USA) Inc., Huntington Securities, Inc., Intesa Sanpaolo IMI Securities Corp., M&T Securities, Inc., NatWest Markets Securities Inc., Santander US Capital Markets LLC, Standard Chartered Bank, SG Americas Securities, LLC, UniCredit Capital Markets LLC and U.S. Bancorp Investments, Inc. served as co-managers.

The offering of the Notes is being made pursuant to an effective shelf registration statement, base prospectus and related prospectus supplement. Copies of the prospectus supplement and the base prospectus, when available, may be obtained by contacting Jefferies LLC at toll-free (877) 877-0696, or by email at DCMProspectuses@jefferies.com; or SMBC Nikko Securities America, Inc. at toll-free (888) 868-6856, or by email at prospectus@smbcnikko-si.com. Investors may also obtain these documents for free by visiting EDGAR on the Securities and Exchange Commission’s (“SEC”) website at www.sec.gov.

This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or other jurisdiction.

About Jefferies Financial Group Inc.

Jefferies (NYSE: JEF) is one of the world’s leading full-service investment banking and capital markets firms. We primarily serve public companies, private companies, and their sponsors and owners, institutional investors, and government entities. Our services are enhanced by our relentless client focus, our differentiated insights and a flat and nimble operating structure.

Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include statements about our future and statements that are not historical facts. These forward‐looking statements are typically identified by such words as “believe,” “expect,” “anticipate,” “may,” “intend,” “outlook,” “will,” “estimate,” “forecast,” “project,” “should,” and other similar words and expressions, and are subject to numerous assumptions, risks and uncertainties, which will change over time. Forward-looking statements may contain beliefs, goals, intentions and expectations regarding revenues, earnings, operations, arrangements and other results, and may include statements of future performance, plans, and objectives. Forward-looking statements also include statements pertaining to our strategies for future development of our businesses and products. Forward‐looking statements speak only as of the date they are made; we do not assume any duty, and do not undertake, to update any forward‐looking statements. Furthermore, because forward‐looking statements represent only our belief regarding future events, many of which by their nature are inherently uncertain, the actual results or outcomes may differ, possibly materially, from the anticipated results or outcomes indicated in these forward-looking statements. Information regarding important factors, including risk factors that could cause actual results or outcomes to differ, perhaps materially, from those in our forward-looking statements, is contained in reports we file with the SEC, including our Quarterly Report on Form 10-Q for the quarter ended February 28, 2026. You should read and interpret any forward-looking statement together with reports we file or furnish with the SEC. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable or equal the corresponding indicated performance level(s).

For inquiries, please contact:

Jonathan Freedman

Head of Marketing and Communications

Jefferies Financial Group Inc.

mediacontact@jefferies.com

Filing Exhibits & Attachments

5 documents

Press Releases

• EX-99.1 EXHIBIT 99.1 10.1 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA 5.1 KB
• EX-101 XBRL TAXONOMY EXTENSION DEFINITION LINKBASE 18.9 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE 28.8 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE 21.3 KB