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 S&P 500®-linked market-linked notes maturing on October 4, 2028, in $1,000 denominations, with a total offering of $543,000. The notes pay no periodic interest and are designed to be held to maturity.
At maturity, investors receive $1,000 plus 100% of any positive S&P 500® return, capped at a maximum return of 17.50%, for a maximum payment of $1,175 per note. If the index is flat, investors receive $1,000. If the index falls, investors have 1‑to‑1 downside exposure to the first 5% decline and may receive as little as $950 per note, a 5% loss of face amount.
The notes are senior unsecured obligations of Jefferies, fully subject to its credit risk, and will not be listed on any exchange. Jefferies estimates the value on the pricing date at $961 per $1,000 note, below the offering price, reflecting selling, structuring and hedging costs and its internal funding rate.
Jefferies Financial Group Inc. is offering market-linked medium-term notes tied to the Nasdaq-100 Index, each with a $1,000 principal amount and total offering of $2,926,000. At maturity on January 4, 2030, holders receive at least their principal back, plus any positive index performance, capped at a 27.50% maximum return, for a maximum payment of $1,275 per note. The notes pay no periodic interest or dividends and are unsecured senior obligations subject to Jefferies’ credit risk.
The original offering price is $1,000 per note, including an agent discount of $38.25 and issuer proceeds of $961.75 per note. Jefferies estimates the value on the pricing date at $948.40 per note, reflecting issuance, hedging and structuring costs. For tax purposes, the notes are treated as contingent payment debt instruments with a comparable yield of 4.44% and a projected maturity payment of $1,192.09 per note.
Jefferies Financial Group Inc. is offering senior unsecured medium-term notes linked to the S&P 500® Index, structured as auto-callable, buffered downside, principal-at-risk securities due January 4, 2030. Each security has a $1,000 face amount and pays no periodic interest.
If on any call date from January 2027 through December 31, 2029 the Index closing level is at or above the starting level of 6,905.74, the notes are automatically called for $1,000 plus a call premium of 8.00%, 16.00%, 24.00% or 32.00% of face, depending on the call year. Investors do not participate in any additional Index gains beyond these capped premiums.
If the notes are not called, maturity repayment depends on the Index on the final calculation day. Full principal is returned if the Index ending level is at least the threshold level of 6,387.8095 (92.50% of start). Below that, investors have 1‑to‑1 downside exposure beyond the 7.50% buffer, with losses up to 92.50% of principal. The issuer estimates the value on the pricing date at $971.00 per $1,000 security. The total offering is $1,813,000, with proceeds to the issuer of approximately $1,766,315.25 after agent discounts. The notes will not be listed, may have limited liquidity, are subject to Jefferies’ credit risk, and involve complex and uncertain U.S. tax treatment.
Jefferies Financial Group Inc. is offering $852,000 of market-linked Medium-Term Notes, Series A, that pay no periodic interest and return principal at maturity, subject to Jefferies’ credit. Each $1,000 note, issued January 2, 2026 and maturing July 5, 2029, is linked 50% to the EURO STOXX 50® Index and 50% to the S&P 500® Index.
At maturity, investors receive $1,000 plus 100% of any Basket gain, capped at a maximum return of 25.10% ($1,251.00 per note); if the Basket is flat or down, only principal is repaid. The estimated value on the pricing date is $953.60 per note, below the $1,000 offering price, reflecting selling, structuring and hedging costs and Jefferies’ internal funding rate. Underwriters receive a $33.25 per-note discount, with proceeds to the issuer of $966.75 per note, and the notes are not listed on any exchange.
Jefferies Financial Group Inc. is offering senior unsecured Medium-Term Notes, Series A, that are equity index-linked to the S&P 500® Index. Each security has a $1,000 face amount, an original offering price of $1,000, and is scheduled to mature on January 4, 2029, unless automatically called earlier.
The notes pay no periodic interest and do not guarantee full principal repayment. About one year after issuance, on January 4, 2027, the notes are auto-callable: if the S&P 500 closing level is at or above the starting level of 6,905.74, investors receive $1,000 plus a 9.05% call premium ($90.50 per $1,000) and the notes terminate.
If not called, at maturity investors get: full principal plus 100% of the Index’s percentage gain if the ending level is above the starting level; return of face amount if the Index is down by up to 10%; or a reduced amount with 1‑to‑1 downside beyond the 10% buffer, with losses of up to 90% of principal. All payments depend on Jefferies’ credit. The estimated value on the pricing date is $971.00 per security, below the $1,000 issue price, reflecting selling, structuring and hedging costs.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes due January 11, 2029, 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 stated principal amount of $1,000 and may pay a contingent monthly coupon of $9.50 if, on the relevant observation date, the worst-performing underlying is at or above its coupon barrier, set at 70% of its initial value.
The notes are automatically called, returning principal plus any due coupon, if on any monthly call observation date from January 2027 the worst-performing underlying is at or above its call value of 100% of its initial value. If not called, and at maturity the worst-performing underlying is at or above its threshold value of 70% of its initial value, investors receive the full principal. If it is below the threshold, repayment is reduced on a 1-to-1 basis with the decline, up to a total loss of principal. Jefferies estimates the initial value of each note at approximately $970.20, reflecting structuring and hedging costs, and all payments are subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. is offering market-linked, senior unsecured securities that are auto-callable with contingent quarterly coupons, linked to the lowest performing of the S&P 500 Index, Russell 2000 Index and Dow Jones Industrial Average, and due January 29, 2030. Each security has a $1,000 face amount and pays a quarterly contingent coupon at an annual rate of at least 8.40% only if the lowest performing index on the calculation day is at or above 75% of its starting level. From July 2026 through October 2029, the notes are automatically called at par plus a final coupon if the lowest performing index is at or above its starting level. If the notes are not called, investors receive $1,000 at maturity only if the lowest performing index on the final calculation day is at or above 75% of its starting level; otherwise they lose more than 25%, up to their entire principal. All payments depend on Jefferies’ credit, and the estimated value on the pricing date is approximately $961.30 per $1,000 security.
Jefferies Financial Group Inc. is offering senior fixed rate 15-year callable notes due January 20, 2041. Each note has a denomination of $1,000 and pays a fixed annual interest rate of 6.00% from January 20, 2026 to, but excluding, January 20, 2041. Interest is paid once a year on January 20, starting in 2027, using a 30/360 ISDA day-count convention.
Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on any January 20 from 2027 through 2040, on at least five business days’ notice. The notes are senior unsecured obligations, rank equally with Jefferies’ other senior unsecured debt, and are subject to Jefferies’ credit risk. The notes will not be listed on any securities exchange, and Jefferies LLC may make a market but is not obligated to do so, so liquidity may be limited. Proceeds are for general corporate purposes.
Jefferies Financial Group Inc. is offering $3,772,000 of senior fixed rate 5 year callable notes maturing on December 31, 2030, paying 4.80% annual interest. The notes are issued at 100% of principal in $1,000 denominations, pay interest semi-annually each June and December starting June 30, 2026, and are senior unsecured obligations ranking 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 each optional redemption date from December 31, 2026 through June 30, 2030, which could end interest payments earlier than maturity. Underwriting discounts are 0.50%, so Jefferies expects before‑expense proceeds of $3,753,140. The notes will not be listed on any securities exchange, secondary market liquidity may be limited, and all payments are subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. is offering senior fixed rate 6-year callable notes due January 20, 2032. The notes pay interest at 5.00% per year from January 20, 2026 to, but excluding, January 20, 2032, with payments made semi-annually on January 20 and July 20, starting July 20, 2026. Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on any optional redemption date, which falls on January 20 and July 20 from January 20, 2027 through July 20, 2031. The notes are senior unsecured obligations of Jefferies, are not listed on any securities exchange, and proceeds will be used for general corporate purposes. All payments are subject to Jefferies’ credit risk, and secondary market liquidity may be limited.