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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Jefferies Financial Group's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Jefferies Financial Group's regulatory disclosures and financial reporting.
Jefferies Financial Group Inc. completed a public offering of €850,000,000 aggregate principal amount of 4.500% Senior Notes due 2033. The notes were registered under its Shelf Registration Statement on Form S-3 and issued under the existing Indenture with The Bank of New York Mellon, as supplemented by Supplemental Indenture No. 7.
Jefferies estimates aggregate net proceeds of approximately €843.8 million from the issuance and sale of the notes, after underwriting discounts and expenses. The company states that it intends to use the net proceeds for general corporate purposes.
Jefferies Financial Group Inc. is offering $6,035,000 of Senior Autocallable Contingent Coupon Barrier Notes due July 15, 2032, linked to the worst-performing of the Nasdaq-100, Russell 2000 and S&P 500 indices. Each Note has a $1,000 principal amount and is issued at 100% of face value.
Investors receive a monthly contingent coupon of $8.33 per Note only when the worst-performing index on the observation date is at or above its coupon barrier, set at 70% of its initial level (which also serves as the principal protection threshold). The Notes are automatically called, returning principal plus any due coupon, if the worst-performing index is at or above 100% of its initial level on any monthly call observation date starting in January 2027. If not called and the worst-performing index finishes below its 70% threshold at maturity, principal is reduced 1-for-1 with the index decline, up to a total loss.
The Notes are senior unsecured obligations of Jefferies and all payments depend on its credit. They are not listed, and Jefferies estimates their initial value at $964.30 per Note, below the issue price, reflecting fees, dealer compensation and hedging costs. Jefferies LLC, an affiliated broker-dealer, acts in the distribution, creating a FINRA Rule 5121 conflict of interest.
Jefferies Financial Group Inc. is offering $1,752,000 of Senior Autocallable Contingent Coupon Barrier Notes due July 13, 2028, linked to the worst-performing of the Nasdaq-100, Russell 2000 and S&P 500 indices. Each note has a $1,000 principal amount.
Investors may receive monthly $10.50 contingent coupons only when the worst index is at or above its 80% Coupon Barrier. Starting October 12, 2026, the notes are automatically called if the worst index is at or above its initial level, paying principal plus any due coupon. If the notes are not called and the worst index finishes below 80% of its initial level at maturity, repayment is reduced 1-for-1 with the index decline, up to total loss of principal. The notes are senior unsecured obligations of Jefferies, subject to its credit risk, and have an estimated initial value of $972.90 per note, below the $1,000 issue price due to underwriting and structuring costs.
Jefferies Financial Group Inc. is offering $13,515,000 of Medium-Term Notes, Series A, equity index-linked securities tied to the worst performer of the Nasdaq-100, Russell 2000 and S&P 500 indices, maturing on July 15, 2030, with principal at risk.
Investors receive a 10.75% per annum contingent coupon, paid quarterly only if the lowest-performing index on each calculation day is at or above its 70% threshold level. From January 2027 to April 2030, the notes are automatically called at par plus a final coupon if the worst index is at or above its starting level.
If not called and the final worst-performing index is below its threshold, repayment is reduced to $1,000 × (ending level/starting level), creating losses beyond 30% and potentially up to full principal. The original offering price is $1,000 per note, with an estimated value of $968.90, reflecting selling, structuring and hedging costs. All payments are unsecured and subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. is offering $5,708,000 of Senior Autocallable Contingent Coupon Barrier Notes due July 19, 2032 under its Series A Global Medium-Term Notes program. The notes are senior unsecured obligations, rank equally with other senior unsecured debt and are not listed on any exchange. All payments depend on Jefferies’ credit; Jefferies LLC will distribute the notes, creating a conflict of interest subject to FINRA Rule 5121.
Each $1,000 note is linked to the worst-performing of the Dow Jones Industrial Average®, Russell 2000® Index and S&P 500® Index. A quarterly $26 Contingent Coupon Payment is made only if, on the observation date, the worst index is at or above its Coupon Barrier, set at 70% of its Initial Value.
Starting July 12, 2027, the notes are automatically called on any quarterly call date if the worst index is at or above its Call Value (100% of Initial Value), paying $1,000 plus any due coupon, after which no further payments are made. If not called, at maturity investors receive $1,000 per note if the worst final index level is at or above its 70% Threshold Value, plus the final coupon if the barrier is met. If the worst index finishes below its Threshold Value, principal is reduced 1-to-1 with the index decline from its Initial Value, up to a full loss of principal. The estimated value on the pricing date is $985.60 per note, below the issue price due to selling, structuring, hedging costs and use of an internal funding rate.
Jefferies Financial Group Inc. is offering Series A Senior Autocallable Contingent Coupon Barrier Notes due July 22, 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 amount and is issued at 100% of principal as an unsecured senior obligation, subject to Jefferies’ credit risk.
Investors may receive a Contingent Coupon Payment of $22.50 per Note on monthly Coupon Payment Dates if, on the related observation date, the worst-performing underlying is at or above its Coupon Barrier of 75% of its Initial Value. Beginning January 19, 2027, the Notes are automatically called if the worst-performing underlying is at or above its Call Value of 100% of Initial Value, returning principal plus any due coupon.
If not called, at maturity investors receive $1,000 per Note only if the worst-performing underlying’s Final Value is at or above its Threshold Value of 60% of Initial Value. Below this level, repayment is reduced 1-to-1 with the decline, with up to 100% of principal at risk. The issuer’s estimated value on the pricing date is approximately $980.50 per Note, reflecting embedded costs and use of an internal funding rate, and the Notes will not be listed on any exchange.
SUMITOMO MITSUI FINANCIAL GROUP, INC. reported acquisition or exercise transactions in this Form 4 filing.
Sumitomo Mitsui Financial Group, Inc., through its wholly owned subsidiary Sumitomo Mitsui Banking Corporation (SMBC), reported the exchange of 3,769,500 shares of Jefferies Financial Group Inc. common stock for 3,769,500 shares of non-voting common stock under an Amended and Restated Exchange Agreement. After the transactions, SMBC holds 40,579,081 shares of non-voting common stock and 2,659,837 shares of common stock indirectly. SMFG disclaims beneficial ownership of these securities except to the extent of its pecuniary interest.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes due July 22, 2031, linked to the worst-performing of the Nasdaq-100 Index, the Russell 2000 Index and the State Street Consumer Staples Select Sector SPDR ETF.
Each $1,000 note pays a monthly Contingent Coupon Payment of $11.79 only if, on the observation date, the worst-performing underlying is at or above its Coupon Barrier of 75% of its initial value. Starting January 19, 2027, the notes are automatically called if the worst-performing underlying is at or above its Call Value of 100% of its initial value, returning principal plus any due coupon.
If not called, at maturity investors receive $1,000 per note only if the worst-performing underlying is at or above its Threshold Value of 60% of initial; otherwise, payoff falls 1-to-1 with that decline and up to 100% of principal can be lost. The issue price is $1,000 per note, while the estimated value on the pricing date is approximately $987.30, reflecting embedded fees and hedging costs. The notes are not listed, pay no dividends on the underlyings, and all payments depend on Jefferies’ credit.
Jefferies Financial Group Inc. offers Senior Callable Fixed to Floating Rate Range Accrual Notes linked to the 10-Year CMT Rate due July 28, 2036. Each Note has a $1,000 stated principal amount. Interest is 10.00% per annum from and including the Original Issue Date to, but excluding, July 28, 2027, and thereafter a monthly range-accrual floating rate equal to the 10.00% Contingent Rate multiplied by the fraction of calendar days in each month on which the Accrual Provision is satisfied (10-Year CMT ≤ 5.00%); the floating rate for any period is capped at 10.00% and floored at 0.00%. The issuer may optionally redeem the Notes quarterly beginning July 28, 2027; redemption returns 100% of stated principal plus accrued interest. The initial estimated value on the pricing date is approximately $936.11 per Note. Proceeds are for general corporate purposes.
Jefferies Financial Group Inc. reported significantly stronger results for the quarter ended May 31, 2026. Net revenues were $2.21 billion on total revenues of $3.12 billion, higher than the same period in 2025 as investment banking, principal transactions, and commissions all increased.
Net earnings reached $250.0 million, and net earnings attributable to common shareholders were $226.2 million, compared with $88.0 million a year earlier. Diluted earnings per voting common share were $1.02 versus $0.40, while six‑month diluted EPS was $1.70 versus $0.97. The company ended the period with total assets of $79.54 billion and shareholders’ equity of $10.57 billion.