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.
Tracking Jefferies Financial Group’s trading books, Level 3 assets, or deal pipeline means wading through hundreds of pages of SEC language. Miss one footnote and you could overlook a multi-million-dollar exposure.
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- DEF 14A proxy statement – see executive compensation linked to completed deals
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Jefferies Financial Group Inc. (JEF) is marketing a new $1,000-denomination Market-Linked Security (MLS) that blends high coupons with substantial downside risk. The note, issued under the company’s Series A MTN program, is linked to the worst performer of three sector ETFs—Utilities Select Sector SPDR (XLU), SPDR S&P Regional Banking ETF (KRE) and SPDR S&P Biotech ETF (XBI)—and matures 19 July 2029 (≈ 4 years). Key commercial terms are as follows:
- Contingent coupon: paid monthly at a minimum 13.40% p.a. (≈ 1.117% per month) only if the lowest-performing ETF closes ≥ 70% of its start price on the relevant calculation day.
- Auto-call: quarterly (Jan/Apr/Jul/Oct) from Jan 2026 through Apr 2029; triggered if the worst ETF closes ≥ its start price. Early redemption pays par plus the final coupon.
- Principal at risk: if not auto-called, principal is protected only if the worst ETF is ≥ 70% of its start on the final calculation day (16 Jul 2029). Otherwise investors receive $1,000 × Performance Factor, losing more than 30%—potentially all—of face value.
- Estimated initial value: $949.60 (± $30), reflecting selling/hedging costs and JEF’s internal funding rate; investors are paying a ~5.0% premium to model value at issuance.
- Fees & distribution: underwritten by Jefferies LLC and Wells Fargo Securities; agent discount up to $23.25 (2.325%) per note, with additional selling concessions of up to $3.00.
- Credit profile: senior unsecured obligation of Jefferies Financial Group Inc.; payments depend entirely on the issuer’s solvency.
- Liquidity: unlisted; secondary market, if any, will be dealer-driven and likely at a material discount, especially after the first four months when the embedded sales concession fully amortises.
Risk highlights include the possibility of receiving zero coupons, full downside exposure below the 70% barrier, sector concentration (utilities, regional banks, biotech), potential tax complexity (Section 1260 constructive ownership), and conflicts of interest in valuation and hedging. Investors must be willing to forego all upside in the underlying ETFs and accept a product whose fair value is materially below issue price.
Investor fit: suitable only for yield-oriented, tactically minded investors comfortable with structured products, limited liquidity and issuer credit risk, and who can tolerate substantial loss of principal. Conservative or buy-and-hold fixed-income investors should avoid.
Jefferies Financial Group Inc. (ticker: JEF) is offering Senior Capped Buffered Leveraged Notes due July 18, 2028 linked to the iShares® Bitcoin Trust ETF (IBIT). The notes are unsecured senior obligations issued under the company’s Series A Global MTN program and will be sold at $1,000 per note.
Key economic terms
- Participation Rate: 200 % of any positive ETF performance.
- Maximum Payment at Maturity: $1,900 (190 % of principal).
- Buffer: First 20 % decline (Underlying Return to –20 %) is absorbed; beyond that, investors lose 1 % of principal for each additional 1 % drop, with maximum loss of 80 % (payment floor $200).
- No interim interest coupons.
- Pricing Date: July 15, 2025; Issue Date: July 18, 2025; Valuation Date: July 13, 2028; Maturity: July 18, 2028.
- Estimated value on the Pricing Date: ≈ $945 (± $30), reflecting upfront selling/hedging costs.
- Adjustment Factor initially 1.0; subject to standard ETF antidilution provisions.
- Notes will not be listed; Jefferies LLC may make a market but is not obligated.
Credit & distribution details
- Senior unsecured obligations ranking pari-passu with other senior debt.
- All payments subject to Jefferies Financial Group Inc. credit risk; no collateral.
- Jefferies LLC (a FINRA member and affiliate) acts as agent; dealer concessions up to 1.10 % ($11 per note). Offering conducted under FINRA Rule 5121 (conflict of interest).
- CUSIP/ISIN: 47233YKJ3 / US47233YKJ37.
Recent company developments (fiscal Q2 2025, three months ended May 31, 2025)
- Investment Banking net revenues: $766 million.
- Capital Markets net revenues: $704 million.
- Asset Management net revenues: $155 million.
- Income before income taxes: $135 million.
- Net income: $88 million (effective tax rate 32.3 %).
For the six-month period ended May 31 2025, Jefferies reported Investment Banking revenue of $1.47 billion, Capital Markets revenue of $1.40 billion, Asset Management revenue of $346 million, income before taxes of $286 million, and net income of $216 million (20.2 % tax rate). Figures are preliminary and unaudited.
Principal risks highlighted
- Market risk: Exposure to bitcoin price volatility via IBIT; appreciation capped at 90 % (due to $1,900 cap).
- Downside risk: Up to 80 % principal loss if IBIT falls more than 20 %.
- Credit risk: Payments dependent on Jefferies’ ability to pay.
- Liquidity risk: No exchange listing; secondary market, if any, may be limited and at prices below estimated value.
- Valuation risk: Estimated value is lower than issue price; includes built-in fees and hedging costs.
- Digital-asset–specific risks: Security, fraud/manipulation, regulatory uncertainty, custody and concentration risks inherent to bitcoin.
- Tax uncertainty: Possible application of constructive-ownership rules; IRS considering guidance that could alter taxation.
Investor profile: Suitable only for investors comfortable with bitcoin-linked volatility, Jefferies’ credit exposure, a capped upside, potential 80 % principal loss, lack of income, and limited liquidity.
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