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 fixed-rate 30-year callable notes due March 17, 2056. The notes pay interest at 6.75% from the Original Issue Date of March 17, 2026, have an issue price of $1,000 per note, and are senior unsecured obligations.
Jefferies may redeem the notes, in whole or in part, on each Optional Redemption Date beginning March 17, 2027, with at least five Business Days’ notice. Payments are subject to Jefferies Financial Group Inc.’s credit risk and the notes will not be listed.
Jefferies Financial Group Inc. is offering senior, unsecured, fixed-rate 12‑year callable notes due March 17, 2038 with a stated interest rate of 6.00% from the Original Issue Date. The notes pay semiannual interest, are callable by the issuer on specified semiannual dates beginning March 17, 2027, and are payable in U.S. dollars. The offering will be delivered in book-entry form through DTC and proceeds are for general corporate purposes. All payments are subject to the issuer’s credit risk; the notes will not be listed and secondary-market liquidity may be limited.
Jefferies Financial Group Inc. is offering senior unsecured fixed-rate callable notes due March 17, 2031 with a stated interest rate of 5.00% payable semi‑annually. The Notes are callable by the issuer on each Optional Redemption Date beginning March 17, 2027 on at least five Business Days' notice.
Notes will be issued at a price of $1,000 per Note (100%), payable in U.S. dollars, delivered in book‑entry form through DTC on or about March 17, 2026. All payments are subject to Jefferies Financial Group Inc.'s credit risk; Notes will not be listed and secondary market liquidity may be limited.
Jefferies Financial Group Inc. is offering Market Linked Notes due August 30, 2029 that return principal at maturity and provide 100% upside participation in an equally-weighted Basket of the EURO STOXX 50® (50%) and the S&P 500® (50%), subject to a 25.00% maximum return (maximum maturity payment $1,250 per $1,000 note). The notes pay no periodic interest, are senior unsecured obligations of Jefferies and are subject to its credit risk. Pricing date was February 26, 2026, issue date March 3, 2026, original offering price $1,000 and estimated value on the pricing date $955.60 per note. Agent discount up to $33.25 per note. Calculation day is August 27, 2029, subject to postponement for market disruptions.
Jefferies Financial Group Inc. priced Market Linked Securities — medium-term notes linked to the Nasdaq-100 Index® with an issue date of March 3, 2026 and stated maturity of March 2, 2028.
Each security has a face amount of $1,000, an original offering price of $1,000, an estimated value on the pricing date of $961.50, an upside participation rate of 200% subject to a maximum return of 21.00% (maximum maturity payment $1,210), and a downside buffer of 10% (threshold level equal to 22,530.933, or 90% of the starting level 25,034.37). If the ending level is below the threshold, investors bear 1-to-1 losses beyond the buffer and can lose up to 90% of the face amount. The securities are senior unsecured obligations of Jefferies and all payments are subject to the issuer’s credit risk.
Jefferies Financial Group Inc. is offering $3,700,000 aggregate principal of Senior Fixed Rate 10 Year Callable Notes due March 2, 2036. The Notes pay interest at 5.60% per annum, payable semi‑annually, and are senior unsecured obligations subject to the credit risk of Jefferies Financial Group Inc.
The issuer may redeem the Notes in whole or in part on each Optional Redemption Date (the 2nd calendar day of each March and September beginning March 2, 2027) on at least five Business Days’ notice. Issue price is $1,000 per Note; underwriting discount is 1.00%, producing proceeds to the issuer of $3,663,000 before expenses. Use of proceeds is general corporate purposes. Delivery is in book‑entry form through DTC on or about March 2, 2026.
Jefferies Financial Group president Brian P. Friedman acquired 34,769 shares of common stock on February 27, 2026 through a grant/award classified as a dividend reinvestment transaction at $44.40 per share.
After this award, he directly held 3,115,411 shares, with additional indirect holdings reported through various trusts, a family limited partnership, and a profit sharing plan, some of which he partially disclaims beneficial ownership.
Jefferies Financial Group CEO Richard B. Handler acquired 114,947 shares of common stock as a grant/award of deferred shares on February 27, 2026. The shares were credited at $44.40 per share through a dividend reinvestment transaction exempt under Rule 16b-3(d)(1) & (2).
After this acquisition, his direct holdings increased to 12,665,550 shares of common stock. Various trusts and LLCs associated with him also report indirect holdings, including 1,000,000 shares held by the 2025-B Trust and 500,000 shares held by the 2025-D Trust, with additional smaller positions in other trusts and LLCs.
Jefferies Financial Group EVP and CFO Matthew Scott Larson acquired 877 shares of common stock through a dividend reinvestment on February 27, 2026. The shares were received as deferred stock, classified as a grant or award rather than an open-market purchase, at a reference price of $44.40 per share.
Following this transaction, Larson directly owned 98,264 shares of Jefferies Financial Group common stock. The acquisition was described as a dividend reinvestment and was reported as exempt under specific provisions of the Securities Exchange Act.
Jefferies Financial Group Inc. executive vice president and general counsel Michael J. Sharp acquired an award of 877 shares of common stock on February 27, 2026. The shares were credited at $44.40 per share as a deferred share dividend reinvestment exempt under specific Exchange Act rules.
After this award, Sharp directly holds 166,917 shares of Jefferies common stock. He also has an additional 5 shares held indirectly as trustee of a profit sharing plan, reflecting both his personal and plan-related ownership interests.