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 $5,658,000 of Senior Autocallable Contingent Coupon Barrier Notes due January 11, 2029, issued at $1,000 per note as senior unsecured debt. The notes are linked to the worst-performing of the SPDR S&P Regional Banking ETF (KRE) and the S&P 500 Index (SPX), with initial values of $68.08 for KRE and 6,921.46 for the SPX.
Investors receive a contingent coupon of $9.50 per note on monthly dates only if the worst-performing underlying on the relevant observation date is at or above its coupon barrier, set at 70% of its initial value ($47.66 for KRE and 4,845.02 for the SPX). The notes are automatically called, starting about one year after pricing, if the worst-performing underlying is at or above its call value (100% of its initial value). If not called, at maturity holders receive full principal only if the worst-performing underlying finishes at or above its 70% threshold; otherwise repayment is reduced one-for-one with the decline and up to 100% of principal can be lost.
The notes are not listed, all payments depend on Jefferies’ credit, and the estimated value on the pricing date is $977.20 per note, below the $1,000 issue price, reflecting structuring and hedging costs. The supplement also highlights significant market, correlation, liquidity and tax risks, including complex U.S. federal income tax treatment.
Jefferies Financial Group Inc. CEO Richard B. Handler reported an internal transfer of company stock among his affiliated entities. On January 7, 2026, a Form 4 shows a code "G" transaction, indicating a gift of 130,471 shares of common stock at a stated price of
The filing notes that the shares were gifted to an LLC managed by the reporting person, with the reporting person’s trusts as members. It explains that this transfer reflects tax planning and "results in no increases or decreases" to his beneficial holdings, meaning his overall economic interest in Jefferies stock remains unchanged.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes due January 30, 2032, linked to the worst-performing of the S&P 500 Index, Russell 2000 Index and Dow Jones Industrial Average. Each note has a $1,000 stated principal amount and pays a quarterly contingent coupon of $25.00 if, on the observation date, the worst-performing index is at or above 75% of its initial level.
The notes can be automatically called starting in January 2027 if the worst-performing index is at or above 100% of its initial level on a call observation date, in which case investors receive $1,000 plus any due coupon, and the notes terminate early. If the notes are not called and, at maturity, the worst-performing index is at or above 75% of its initial level, investors receive $1,000 per note (plus the final coupon if conditions are met. If it is below 75%, repayment is reduced 1-to-1 with the index decline, up to a total loss of principal.
The notes are not listed, are subject to Jefferies’ credit risk, and have an estimated value on the pricing date of approximately $976.20 per note, below the $1,000 issue price.
Jefferies Financial Group Inc. filed a report stating that it has posted its annual letter to shareholders on its website, www.jefferies.com, on January 7, 2026. The company also attached the letter as Exhibit 99.1 to this report and incorporated it by reference, while clarifying that this information is being furnished under the securities laws rather than formally filed. The filing also lists Jefferies’ common stock and several series of senior notes that are registered and traded on the New York Stock Exchange.
Jefferies Financial Group Inc. filed a current report to let investors know it has released its latest performance update. On January 7, 2026, the company issued a press release with financial results for its quarter and year ended November 30, 2025.
The press release is attached as Exhibit 99 to this report and is incorporated by reference, meaning the detailed numbers and commentary are contained in that attachment rather than in the body of the report. Jefferies states that this information is being furnished, not filed, under securities laws, which affects how it is treated for certain legal liability purposes.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes maturing January 16, 2032, issued under its Series A global medium-term note program. The notes are linked to the worst-performing of Bank of America, Citigroup, JPMorgan Chase and Wells Fargo common stocks.
Holders receive a contingent coupon of $39.50 per $1,000 note on each quarterly observation date only if the worst-performing stock is at or above 70% of its initial level. Starting about six months after pricing, the notes are automatically called if the worst-performing stock is at or above 100% of its initial level, returning principal plus any due coupon, with no further payments.
If the notes are not called and the final level of the worst-performing stock is at or above 60% of its initial value, investors receive full principal back (plus the final coupon if the 70% barrier is met). If it finishes below 60%, repayment is reduced 1-for-1 with the stock’s decline from its initial level, up to a total loss of principal. All payments depend on Jefferies’ credit, and the estimated value on the pricing date is approximately $938 per $1,000 note, reflecting fees, hedging costs and Jefferies’ internal funding rate.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon buffered notes due January 30, 2031, linked to the worst-performing of the VanEck Gold Miners ETF (GDX) and the S&P 500 Index (SPX). Each note has a $1,000 stated principal amount and pays a $25.00 contingent quarterly coupon (2.50% of principal per period) only if, on the relevant observation date, the worst-performing underlying is at or above 70% of its initial value.
Starting in January 2027, the notes are automatically called if the worst-performing underlying is at or above 100% of its initial value, returning principal plus any due coupon, with no further payments. If not called, at maturity investors receive full principal back only if the worst-performing underlying is at or above 80% of its initial value; otherwise, repayment is reduced 1-for-1 below that threshold, with up to 80% of principal at risk.
All payments are subject to Jefferies’ credit risk, and the notes are not listed on any exchange. The estimated value on the pricing date is approximately $934.30 per note, reflecting issuance, structuring, hedging costs and internal funding rates, and may be lower than secondary market prices. The filing highlights market, liquidity, underlying, conflict-of-interest and tax uncertainties, including potential application of constructive ownership rules.
Jefferies Financial Group Inc. is offering senior leveraged barrier notes maturing January 30, 2031, linked to the worst-performing of the Dow Jones Industrial Average and the S&P 500 Index. Each note has a $1,000 stated principal amount and pays no periodic interest. At maturity, if the worst-performing index is above its initial level, investors receive $1,000 plus 112% of that index’s gain. If the worst-performing index is flat or down but not below 60% of its initial level, investors receive only the $1,000 principal. If it finishes below 60% of its initial level, repayment is reduced one-for-one with the index loss and investors can lose up to their entire investment. The notes are senior unsecured obligations of Jefferies, are not listed on any exchange, and have an estimated initial value of approximately $946.80 per $1,000, reflecting embedded fees and hedging costs.
Jefferies Financial Group Inc. is offering senior unsecured autocallable barrier notes due January 31, 2029, issued in $1,000 denominations and linked to the worst-performing of the Dow Jones Industrial Average, the Nasdaq-100 Index and the Russell 2000 Index. The notes may be automatically called quarterly beginning January 28, 2027 if the worst-performing index is at or above its initial level, paying back principal plus a call premium that reflects a return of approximately 10% per annum (from $100 on the first call date up to $300 on the final call date).
If the notes are not called, investors receive principal at maturity only if the worst-performing index is at or above 60% of its initial level; otherwise, repayment is reduced 1-for-1 with the index decline, with up to a total loss of principal. The indicative estimated value on the pricing date is about $952.40 per note. The notes are senior unsecured obligations of Jefferies, are not listed on any exchange, and carry significant market, credit, valuation, liquidity and tax risks highlighted in the risk factors.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due January 30, 2032, linked to the worst-performing of the SPDR S&P Regional Banking ETF (KRE) and the S&P 500 Index (SPX). Each Note has a $1,000 stated principal amount and may pay a quarterly $25 contingent coupon if, on the relevant observation date, the worst-performing underlying is at or above 70% of its initial value. The Notes are automatically called beginning in 2027 if the worst-performing underlying is at or above 100% of its initial value, paying back principal plus any due coupon. If the Notes are not called and the final value of the worst-performing underlying is below 70% of its initial value, investors are exposed 1-to-1 to the decline and can lose up to all principal. Jefferies estimates the value on the pricing date at approximately $937.70 per Note, and the Notes will not be listed on any exchange and carry Jefferies’ senior unsecured credit risk.
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