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Jefferies Financial Group SEC Filings

JEF NYSE

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.

Rhea-AI Summary

Jefferies Financial Group Inc. is offering $240,000 of Senior Autocallable Contingent Coupon Barrier Notes due February 27, 2032. The Notes pay a contingent quarterly coupon of $26.25 per Note if the worst-performing underlying meets its coupon barrier and are autocallable beginning approximately one year after issuance.

The Notes are linked to the worst-performing of the State Street® SPDR® S&P® Regional Banking ETF (KRE) and the S&P 500® Index (SPX). Initial Values are $69.87 for the KRE and 6,946.13 for the SPX; Coupon Barriers and Threshold Values are $48.91 (KRE) and 4,862.29 (SPX). Issue Price is $1,000 per Note; Jefferies estimates value at $941.80 per Note. Net proceeds to Jefferies before expenses are $231,600.

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Jefferies Financial Group Inc. offers $148,000 aggregate principal amount of Senior Autocallable Contingent Coupon Barrier Notes due February 27, 2031.

The notes pay a quarterly contingent coupon of $25 if the worst-performing underlying (the SPX or XLE) meets barrier tests, are autocallable beginning on specified quarterly call observation dates, and return principal at maturity only if the worst-performing underlying is at or above its Threshold Value. All payments are unsecured and subject to issuer credit risk; estimated initial value was $936.00 per note versus an issue price of $1,000.

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Jefferies Financial Group Inc. is offering medium-term notes—market-linked, auto-callable securities linked to the lowest performing share of NVDA, META and TSLA, with a 30% buffer and contingent quarterly coupons. The contingent coupon rate will be set on the pricing date and will be at least 16.30% per annum; coupons pay only if the lowest performing stock on each calculation day is ≥70% of its starting price.

The notes are callable if the lowest performing stock on a calculation day from November 2026 through November 2030 is ≥ its starting price; if not called, principal at maturity is protected only up to the 30% buffer and holders may lose up to 70% of face amount. Payments are subject to Jefferies’ credit risk and the securities are designed to be held to maturity.

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Jefferies Financial Group Inc. is offering market-linked medium-term notes tied to the Nasdaq-100 Index® that mature on April 4, 2028. Each security has a face amount of $1,000, an original offering price of $1,000, and an estimated value on the pricing date of approximately $966.20.

The notes provide 200% upside participation in positive index returns up to a maximum return of at least 21.80% (minimum cap = $218.00), a 10% downside buffer, and 1-to-1 downside exposure beyond the buffer (potential loss up to 90% of face amount). Agent discount is $25.75, with proceeds to the issuer of $974.25 per security.

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Jefferies Financial Group Inc. is offering senior fixed-rate 10 Year Callable Notes due March 2, 2036. The Notes pay interest at 5.60% from and including the Original Issue Date and accrue from March 2, 2026, with semi-annual payments each March 2 and September 2, beginning September 2, 2026.

The Notes are callable by the issuer on each Optional Redemption Date (each March 2 and September 2 from March 2, 2027 through September 2, 2035) with at least five Business Days’ notice. Payments are senior unsecured and subject to the issuer’s credit risk; listing and aggregate principal amount are not stated on the cover page of this excerpt.

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Jefferies Financial Group Inc. is offering Senior Leveraged Barrier Notes due March 16, 2029 linked to the iShares® MSCI EAFE® ETF (EFA). Each Note has a Stated Principal Amount of $1,000 and an Issue Price of $1,000 per Note.

At maturity the Notes pay the Stated Principal plus 123% of positive Underlying performance if the Final Value exceeds the Initial Value. If the Final Value is between the Initial Value and the Threshold Value (which is 80% of the Initial Value), holders receive the Stated Principal. If the Final Value is below the Threshold Value, holders lose 1% of principal for each 1% decline in the Final Value and may lose up to 100% of principal. All payments are subject to Jefferies’ credit risk. The Pricing Date is March 13, 2026, Original Issue Date is March 18, 2026, and the Valuation Date is March 13, 2029. The estimated value on the Pricing Date was approximately $979.90 per Note.

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Jefferies Financial Group Inc. is offering Senior Autocallable Barrier Notes due March 2, 2029 linked to the worst-performing of the Nasdaq-100, Russell 2000 and S&P 500 indices. Each Note has a $1,000 Stated Principal Amount and an Issue Price of $1,000. The Pricing Date is February 27, 2026 and the Original Issue Date is March 4, 2026.

The Notes are autocallable on annual Call Observation Dates beginning approximately one year after the Pricing Date; Call Payments include the Stated Principal plus a Call Premium of at least $164, $328 or $492 depending on the observation. At maturity the investor receives the Stated Principal if the Worst-Performing Underlying is at least 70% of its Initial Value; otherwise the holder has 1-to-1 downside exposure to the Worst-Performing Underlying and may lose up to the full principal. All payments are subject to Jefferies’ credit risk.

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Jefferies Financial Group Inc. is offering Senior Leveraged Barrier Notes linked to the iShares® MSCI EAFE® ETF due March 16, 2029. Each Note has a $1,000 Stated Principal Amount and Issue Price of $1,000. At maturity holders receive the Stated Principal plus 105% of upside if the Underlying appreciated; if the Final Value is below the Initial Value but at or above 80% of the Initial Value, holders receive the Stated Principal. If the Final Value is below the 80% Threshold Value, holders incur losses pro rata and may lose up to the full principal. Jefferies estimates the Note value on the Pricing Date at approximately $955.20, and all payments are subject to Jefferies' credit risk. The Valuation Date is March 13, 2029.

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Jefferies Financial Group Inc. priced a preliminary pricing supplement for Senior Autocallable Contingent Coupon Barrier Notes due March 8, 2029 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 equal to 100% of par, monthly coupon observation dates with a contingent coupon of $10.17 when the worst-performing underlying is at or above an 80% coupon barrier, quarterly autocall features beginning on a call observation date approximately one year after pricing, and downside 1-to-1 exposure at maturity if the worst-performing underlying is below a 70% threshold.

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Jefferies Financial Group Inc. is offering Medium‑Term Notes, Series A — equity index‑linked, auto‑callable securities linked to the lowest performing of the S&P 500®, Russell 2000® and Dow Jones Industrial Average®. The original offering price is $1,000 per security and proceeds to the issuer are $976.75 per security. The pricing date is March 31, 2026, the issue date is April 6, 2026, and the stated maturity is March 28, 2030. The securities pay a quarterly contingent coupon only if the lowest performing Index on each calculation day closes at or above its threshold (equal to 75% of its starting level); the contingent coupon rate will be determined on the pricing date and will be at least 9.30% per annum. If not automatically called, maturity payment depends on the ending level of the lowest performing Index on the final calculation day and may result in loss of more than 25% or all of principal.

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FAQ

How many Jefferies Financial Group (JEF) SEC filings are available on StockTitan?

StockTitan tracks 530 SEC filings for Jefferies Financial Group (JEF), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Jefferies Financial Group (JEF)?

The most recent SEC filing for Jefferies Financial Group (JEF) was filed on February 27, 2026.