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 asking shareholders to vote at its 2026 virtual annual meeting on several key items, including electing its full slate of directors, an advisory approval of 2025 executive pay, and ratifying Deloitte & Touche LLP as independent auditor for fiscal 2026.
Shareholders are also asked to approve an amendment and restatement of the Certificate of Incorporation, which includes authorizing an increase in the number of authorized non-voting common shares, plus a possible adjournment to solicit additional proxies if needed. The proxy highlights 2025 performance, including net revenues of $7.34 billion, a 4.4% year-over-year increase, pre-tax earnings from continuing operations of $0.9 billion and diluted EPS from continuing operations of $2.85. It emphasizes Jefferies’ expanding strategic alliance with SMBC Group, under which SMBC may increase its ownership of Jefferies up to 20% on an as-converted, fully diluted basis, and nominates SMBC executive Yoshihiro Hyakutome to join the board. The filing details board structure, committee responsibilities, director compensation, equity-plan usage and a pay-for-performance executive compensation philosophy with a high proportion of at-risk, equity-based awards.
Jefferies Financial Group Inc. announced that SMBC Group executive Yoshihiro Hyakutome has been nominated for election to the Jefferies Board of Directors, replacing SMBC Group CEO Toru Nakashima at the end of his term.
As part of their Global Strategic Alliance and ahead of a planned Japan equities joint venture expected to begin operations in January 2027, SMBC Group intends to increase its economic ownership of Jefferies to up to 20% on an as-converted, fully diluted basis by purchasing approximately 13 million Jefferies common shares in the open market, while continuing to hold less than 5% of the company’s voting interest, subject to required regulatory approvals.
Jefferies Financial Group Inc. is offering $650,000,000 of senior fixed rate notes due February 11, 2027, paying 4.30% interest from February 11, 2026 to maturity. The notes are issued at 100% of face value, in $1,000 denominations, and rank equally with Jefferies’ other senior unsecured debt.
Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on August 11, 2026, limiting future interest payments for holders. Interest is paid semiannually on August 11, 2026 and February 11, 2027 using a 30/360 (ISDA) day-count convention.
The notes are not listed on any securities exchange, and Jefferies LLC may, but is not required to, make a secondary market. Proceeds of $650,000,000 before expenses will be used for general corporate purposes. All payments are subject to Jefferies Financial Group Inc.’s credit risk, and the offering involves valuation and liquidity risks highlighted in the risk factors.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes due February 19, 2031, 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 is issued at 100% of principal.
Investors may receive monthly contingent coupons of $8.42 per note when the worst-performing index is at or above 65% of its initial level. Starting about six months after pricing, the notes can be automatically called quarterly if the worst-performing index is at or above 100% of its initial level, returning principal plus any due coupon.
If not called, at maturity investors receive full principal back only if the worst-performing index is at or above 55% of its initial level; otherwise, repayment is reduced 1-for-1 with the index decline, putting up to 100% of principal at risk. The estimated value on the pricing date is approximately $986.10 per note, reflecting embedded costs and Jefferies’ internal funding rate. All payments are subject to Jefferies’ credit risk, and the notes will not be listed on any exchange.
Jefferies Financial Group Inc. filed a Form 13F holdings report with the SEC, indicating it is reporting all of its reportable holdings in this filing. The summary page shows 1,824 information table entries with an aggregate reported value of $19,572,088,700.
The report lists six other included managers, including Jefferies LLC, Leucadia Asset Management LLC, Jefferies Financial Services, Inc., Jefferies International Ltd, Jefferies Investment Advisers LLC, and Jefferies Capital Services, LLC. The report is signed and certified by Associate General Counsel Joanna Jia on behalf of the reporting manager.
Jefferies Financial Group Inc. is offering $1,194,000 of Senior Autocallable Contingent Coupon (With Memory) Barrier Notes due February 6, 2032, linked to the worst-performing of British American Tobacco ADSs, Philip Morris International common stock and Altria Group common stock.
The notes pay a quarterly contingent coupon of $34.25 per $1,000 note (3.425% of principal per period) only if the worst-performing share is at or above its coupon barrier, set at 70% of its initial price. The notes are automatically called if, starting August 3, 2026, the worst-performing share is at or above 100% of its initial value on a call observation date.
If the notes are not called and the worst-performing share ends at or above 60% of its initial value, investors receive principal back (plus any due coupon). Below 60%, repayment falls 1-to-1 with the decline, up to a full loss of principal. All payments depend on Jefferies’ credit. The issue price is $1,000 per note, with estimated value on the pricing date of $958.90 and net proceeds of 96.25% after underwriting discounts.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes due February 27, 2032, linked to the worst-performing of the Nasdaq-100 Index, Russell 2000 Index and EURO STOXX 50 Index.
Investors receive monthly contingent coupons of $8.33 per $1,000 note only when the worst-performing index is at or above 75% of its initial level. Beginning in February 2027, the notes are automatically called if the worst-performing index is at or above 100% of its initial level, returning principal plus any due coupon.
If not called, at maturity investors receive full principal back only if the worst-performing index is at or above 75% of its initial level; otherwise repayment falls 1-to-1 with that index’s decline, up to a total loss. The notes carry Jefferies’ credit risk, have an estimated initial value of about $947.50 per $1,000, and involve complex market and tax considerations.
Jefferies Financial Group Inc. insider filing: President and director Brian P. Friedman reported a gift of 472,804 shares of Jefferies common stock on February 2, 2026, coded as a charitable/estate gift at $0 per share.
The shares were gifted to a family trust, and a footnote states he is neither a trustee nor a beneficiary of that trust. Following the transaction, he directly holds 2,993,251 common shares, with additional indirect holdings through his trusts, a family limited partnership, other trusts where he serves as trustee, and a profit sharing plan.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes maturing on February 27, 2031, linked to the worst-performing of the S&P 500 Index and the Energy Select Sector SPDR ETF (XLE).
The notes pay a $25 contingent quarterly coupon per $1,000 note if, on each observation date, the worst-performing underlying is at or above 72% of its initial value. Beginning in 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.
At maturity, if the worst-performing underlying is at or above its 72% threshold, investors receive the $1,000 principal; otherwise, repayment is reduced 1% for every 1% decline from the initial level, down to a possible total loss. All payments depend on Jefferies’ credit, and the estimated initial value is approximately $944.30 per $1,000 note.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes due February 27, 2032, linked to the worst-performing of the Nasdaq-100 Index and the Russell 2000 Index. These notes are issued under Jefferies’ Series A Global Medium-Term Notes program and all payments depend on Jefferies’ credit.
Investors receive a quarterly contingent coupon of $21.88 per $1,000 note only if, on each observation date, the worst-performing index is at or above 75% of its initial level. The notes can be automatically called quarterly starting in 2027 if the worst-performing index is at or above 100% of its initial level, returning principal plus any due coupon.
If the notes are not called and, at maturity, the worst-performing index is at or above 75% of its initial value, investors receive the $1,000 principal plus any final contingent coupon. If it is below 75%, repayment is reduced 1-to-1 with the index decline from its initial level, up to a 100% loss of principal.
Jefferies estimates the value of each note on the pricing date at approximately $946.30, below the $1,000 issue price, reflecting selling, structuring, hedging costs and use of the firm’s internal funding rate. The notes are not listed, may have limited liquidity, and their market value can be volatile due to index performance, interest rates and Jefferies’ credit spreads.