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 senior unsecured autocallable contingent coupon barrier notes due January 30, 2032, linked to the worst-performing of the Nasdaq-100 Index®, the Russell 2000® Index and the EURO STOXX 50® Index. Each note has a $1,000 stated principal amount and is issued at $1,000.
Investors may receive monthly contingent coupons of $8.125 per note, but only if on each observation date the worst-performing index is at or above 75% of its initial value (the coupon barrier. Beginning about one year after pricing, the notes are automatically called if the worst-performing index is at or above 100% of its initial value, paying back principal plus any due coupon and ending the investment.
If the notes are not called, at maturity investors receive the full principal only if the worst-performing index is at or above 80% of its initial value (the threshold value; otherwise, repayment is reduced 1-to-1 with the index decline, up to a total loss of principal. The estimated value on the pricing date is approximately $947.10 per note, and proceeds are for general corporate purposes. The notes are subject to Jefferies’ credit risk, will not be listed, and involve complex market, valuation, conflict of interest and tax risks.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes due January 30, 2032, linked to the worst-performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index. Each note has a stated principal amount of $1,000.
The notes can pay a monthly contingent coupon of $7.50 per note if, on a coupon observation date, the worst-performing index is at or above 75% of its initial level. Starting about one year after pricing, the notes are autocallable if the worst-performing index is at or above 100% of its initial level, in which case holders receive the $1,000 principal plus any due coupon and the notes terminate early.
At maturity, if not called, holders receive $1,000 per note only if the worst-performing index is at or above 75% 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 $950.30 per $1,000 note, and all payments depend on Jefferies’ credit.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes maturing on January 30, 2032. Each note has a $1,000 stated principal amount and is linked to the worst-performing of the Russell 2000® Index and the EURO STOXX 50® Index.
Investors may receive a contingent quarterly coupon of $21.50 per note if, on the related observation date, the worst-performing index is at or above its coupon barrier of 75% of its initial value. Starting about one year after pricing, the notes are autocallable if the worst-performing index is at or above 100% of its initial value, in which case investors receive principal 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 value, investors receive back principal (plus a final coupon if the barrier is met). If it is below 75%, repayment is reduced on a 1-to-1 basis with index decline, and investors can lose up to their entire principal. Jefferies estimates the initial value of each note at about $947.30, below the $1,000 issue price, reflecting fees, hedging costs and dealer compensation. The notes are not listed, subject to Jefferies’ credit risk, and may have limited or no secondary market liquidity.
Jefferies Financial Group Inc. is offering senior autocallable contingent coupon barrier notes linked to the worst-performing of the Nasdaq-100 Index and the Russell 2000 Index, maturing on January 30, 2032. Each $1,000 note pays a quarterly contingent coupon of $21.25 (2.125%) only if, on the observation date, the worst-performing index is at or above 75% of its initial level. Starting about one year after pricing, 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, with no further payments.
At maturity, if the notes have not been called and the worst-performing index is at or above 75% of its initial value, investors receive back the $1,000 principal (plus the final contingent coupon if the barrier condition is met). If it is below 75%, repayment is reduced 1-for-1 with the index decline, and investors can lose up to their entire investment. The notes are unsecured senior obligations subject to Jefferies’ credit risk, are not listed on any exchange, and carry an estimated value on the pricing date of approximately $947.80 per note, below the $1,000 issue price due to embedded costs and dealer compensation.
Jefferies Financial Group Inc. reported insider share transfers by its President, who also serves as a Director. On 01/02/2026, the reporting person made a gift of 1,800 shares of common stock, coded as a disposition, and a corresponding acquisition of 1,800 shares by family trusts for which the reporting person is trustee, both at a stated price of $0 per share. The same day, the reporting person also gifted 3,000 shares to other family trusts where the reporting person is neither a trustee nor a beneficiary. After these transactions, the person held substantial direct and indirect beneficial ownership across personal holdings, trusts, a family limited partnership, and a profit sharing plan.
Jefferies Financial Group Inc. insider activity shows the company’s CEO and director reporting a small gift of common stock. On 01/02/2026, the reporting person made a gift of 600 shares of Jefferies common stock, coded as a gift transaction. The shares were transferred to a family trust for which the reporting person is neither a trustee nor a beneficiary.
Following this transaction, the reporting person beneficially owns 13,477,576 shares of common stock directly, along with additional indirect holdings through multiple trusts, LLCs, and a profit sharing plan, including 1,000,000 shares held by the 2025-B Trust and 500,000 shares held by the 2025-D Trust.
Jefferies Financial Group Inc. is offering $14,351,000 of senior unsecured medium-term notes linked to the lowest performing of the S&P 500 Index, Russell 2000 Index and Dow Jones Industrial Average, due December 28, 2029. Each security has a $1,000 face amount and pays a 10.00% per annum contingent coupon quarterly only if the lowest performing index on the relevant calculation day is at or above its threshold level, set at 75% of its starting level.
From September 2026 to September 2029, the notes are auto-callable at par plus a final coupon if the lowest performing index is at or above its starting level on any quarterly calculation day. If the notes are not called and, on the final calculation day, the lowest performing index is below its threshold level, investors lose more than 25% and up to all of their principal, with maturity payment equal to $1,000 times that index’s performance factor.
The notes do not participate in any index upside or dividends and all payments depend solely on the lowest performing index and Jefferies’ credit. The estimated value on the pricing date is $978.20 per $1,000 note, reflecting structuring and hedging costs. The securities will not be listed on any exchange and are designed to be held to maturity.
Jefferies Financial Group Inc. is issuing S&P 500®-linked medium-term notes that are auto-callable and expose investors to contingent downside risk. Each security has a $1,000 face amount, no periodic interest, and can be automatically called on January 5, 2027 if the Index closing level is at or above the starting level of 6,896.24, paying back principal plus a 9.10% call premium ($91 per $1,000).
If not called, at maturity on January 5, 2029 investors receive: leveraged upside of 125% of any Index gains; full return of face amount if the Index decline does not exceed 25% (threshold level 5,172.18); or 1-for-1 loss beyond that threshold, up to a total loss of principal. The total offering is $5,004,000, with proceeds to the issuer of
Jefferies Financial Group Inc. is issuing $3,190,000 of Senior Autocallable Contingent Coupon Barrier Notes due January 3, 2031, as part of its Series A global medium-term notes program. Each note has a $1,000 stated principal amount and is linked to the worst-performing of the S&P 500 Index, Russell 2000 Index and Dow Jones Industrial Average.
The notes pay a quarterly contingent coupon of $18.75 only if the worst index is at or above its coupon barrier, set at 70% of its initial level. Beginning in December 2026, the notes are automatically called if the worst index is at or above its initial value, returning principal plus any due coupon. If held to maturity and the worst index is at or above 55% of its initial value, investors receive full principal; below that level, repayment is reduced 1-to-1 with the index decline, up to a total loss of principal. The notes are senior unsecured obligations, not listed on any exchange, have an estimated initial value of $961 per note, and provide Jefferies with $3,126,200 in proceeds before expenses, after a 2.00% underwriting discount.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due January 22, 2031, linked to the worst-performing of the S&P 500® Index, the Russell 2000® Index and the Dow Jones Industrial Average®. Each Note has a $1,000 stated principal amount and an issue price of $1,000, with an estimated value on the pricing date of approximately $958.00.
Investors may receive quarterly contingent coupon payments of $17.75 per Note if, on a coupon observation date, the worst-performing index is at or above 70% of its initial value. Starting about one year after pricing, the Notes are automatically called if the worst-performing index is at or above 100% of its initial value, returning principal plus any due coupon.
If the Notes are not called, at maturity investors receive full principal only if the worst-performing index is at or above 55% of its initial value; otherwise, repayment is reduced 1‑for‑1 with the index decline and up to 100% of principal is at risk. Payments depend on Jefferies’ credit and the Notes are unsecured and not listed on any exchange.