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. is offering senior autocallable barrier notes due March 31, 2031 linked to the worst-performing of the Dow Jones Industrial Average, the Nasdaq-100 and the Russell 2000.
The notes have a $1,000 stated principal amount per note, an issue price of $1,000 per note, estimated value on the pricing date of approximately $937.90 (± $30.00), and semi-annual call observation dates beginning approximately one year after pricing. If called, investors receive the stated principal plus a Call Premium that ranges from $120.00 (first call) up to $600.00 (final call), with corresponding Call Payments from $1,120.00 to $1,600.00. At maturity, if the Worst-Performing Underlying is below 70% of its Initial Value, investors incur 1-for-1 downside exposure to declines in that Underlying.
Jefferies Financial Group CEO Richard B. Handler reported internal movements of Jefferies common stock among his direct holdings and related entities. The Form 4 shows bona fide gift transfers of common shares at a price of $0.00 per share, labeled as tax planning.
According to the footnote, shares were gifted to an LLC managed by Handler, whose trusts are members, and the transactions result in no increases or decreases to his beneficial holdings. The filing also updates indirect holdings across several trusts, LLCs and a profit-sharing plan.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due April 2, 2032 linked to the worst-performing of the Russell 2000® and the EURO STOXX 50® indices.
The notes pay a contingent quarterly coupon of $24.38 per $1,000 note when the worst-performing underlying is at or above a 75% coupon barrier on each Coupon Observation Date, are autocallable on quarterly Call Observation Dates if the worst-performing underlying is at or above its Call Value, and return principal at maturity only if the worst-performing underlying is at or above its 75% Threshold Value. All payments are subject to our credit risk. Jefferies estimates an initial value of approximately $944.00 per note on the Pricing Date.
Jefferies Financial Group Inc. launches a priced offering of medium-term, equity index linked notes due October 4, 2029, linked to an equally-weighted basket of the EURO STOXX 50® and the S&P 500®. The notes pay principal at maturity and a potential capped upside tied to basket performance.
The original offering price is $1,000 per note with estimated value on the pricing date of approximately $954.90. The upside participation rate is 100% and the maximum return will be at least 23.00%, producing a maximum maturity payment of at least $1,230 per note. All payments are subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due March 31, 2032 linked to the worst-performing of the State Street® SPDR® S&P® Regional Banking ETF (KRE) and the S&P 500® Index (SPX).
The Notes have a $1,000 Stated Principal Amount and Issue Price per Note, a quarterly contingent coupon of $28.75 payable if the Worst-Performing Underlying on a Coupon Observation Date is ≥ its Coupon Barrier (70% of Initial Value), and an autocall feature if the Worst-Performing Underlying on any Call Observation Date is ≥ its Call Value (100% of Initial Value). Pricing Date is March 27, 2026 and Original Issue Date is March 31, 2026. At maturity you receive the Stated Principal Amount if the Final Value of the Worst-Performing Underlying is ≥ its Threshold Value (70%); otherwise you incur 1-to-1 downside exposure. All payments are unsecured and subject to issuer credit risk; estimated value on the Pricing Date was approximately $923.30.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due March 18, 2032 linked to the worst-performing of the Nasdaq-100 Index, the Russell 2000 Index and the VanEck Semiconductor ETF. Each Note has a $1,000 stated principal and an Issue Price of $1,000; Jefferies estimates the value on the Pricing Date at approximately $976.00. The Notes pay a monthly contingent coupon of $16.67 if the worst-performing underlying is at or above 75% of its Initial Value on a Coupon Observation Date, are autocallable beginning about six months after pricing, and expose holders to 1-to-1 downside below a 60% Threshold Value at maturity. All payments are subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due March 31, 2032. The notes have a Stated Principal Amount of $1,000 per Note, an Issue Price of $1,000 per Note, a Pricing Date of March 27, 2026 and an Original Issue Date of March 31, 2026. The notes are linked to the worst-performing of the Dow Jones Industrial Average®, the Nasdaq-100 Index® and the Russell 2000® Index and pay a contingent monthly coupon of $8.333 per Note if the Worst-Performing Underlying is at or above a Coupon Barrier equal to 75% of initial value on each monthly coupon observation date. The notes are autocallable beginning on the first Call Observation Date (approximately one year after the Pricing Date) if the Worst-Performing Underlying is at or above its Call Value (100% of initial value). At maturity, holders receive the Stated Principal Amount if the Final Value of the Worst-Performing Underlying is at or above its Threshold Value (75% of initial value); otherwise investors have 1-to-1 downside exposure to declines in that Worst-Performing Underlying. Jefferies estimates the note value on the Pricing Date at approximately $938.60 per Note (within $30.00). All payments are subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due March 31, 2032 linked to the worst-performing of the Nasdaq-100 Index and the Russell 2000 Index.
The Notes have a $1,000 stated principal amount per Note, an Issue Price of 100%, and an estimated value on the Pricing Date of approximately $940.90 (within $30.00). The Notes pay a contingent quarterly coupon of $24.38 if the Worst-Performing Underlying on a Coupon Observation Date is at or above a Coupon Barrier equal to 75% of its Initial Value, are autocallable beginning on the first Call Observation Date approximately one year after the Pricing Date, and return the Stated Principal at maturity only if the Final Value of the Worst-Performing Underlying is at or above a Threshold Value equal to 75% of its Initial Value; otherwise holders face 1-to-1 downside exposure to declines below the Initial Value. All payments are subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. priced a preliminary offering of senior autocallable contingent coupon barrier notes due April 1, 2032 linked to the worst-performing of the Nasdaq-100, Russell 2000 and EURO STOXX 50.
Each Note has a $1,000 stated principal amount and an issue price of $1,000. Monthly coupon observation dates begin April 27, 2026 with a contingent coupon of $8.33 payable when the worst-performing underlying is at or above a 70% coupon barrier. The notes are autocallable on monthly call observation dates beginning approximately one year after pricing; if called, holders receive the stated principal plus any contingent coupon then due. At maturity, if the worst-performing underlying is below a 60% threshold, payment is subject to 1-to-1 downside exposure and holders may lose up to 100% of principal. Estimated initial value was approximately $939.10 per Note; all payments are subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. priced a preliminary pricing supplement for Senior Autocallable Contingent Coupon Barrier Notes due April 1, 2032 linked to the worst-performing of the Russell 2000® and the EURO STOXX 50®. The Notes have a Stated Principal Amount $1,000 per Note, an Issue Price of 100%, and an estimated value on the Pricing Date of approximately $939.00 (within $30.00).
The Notes pay a contingent quarterly coupon of $25 when the worst-performing underlying is at or above its Coupon Barrier (75% of Initial Value) on each Coupon Observation Date, are autocallable beginning on a Call Observation Date approximately one year after pricing, and return principal at maturity only if the worst-performing underlying is at or above its Threshold Value (75% of Initial Value) on the Valuation Date. Pricing Date was March 27, 2026 with Original Issue Date March 31, 2026.