STOCK TITAN

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 $2,947,000 of Senior Fixed Rate 30 Year Callable Notes due December 31, 2055. The notes pay fixed interest of 6.25% per year from the original issue date, with interest paid semi-annually on the last calendar day of June and December, starting June 30, 2026.

Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on the last calendar day of each June and December from December 31, 2035 through June 30, 2055, after giving at least 5 business days’ notice. Investors have no right to require early repayment and must be prepared to hold to the December 31, 2055 maturity if Jefferies does not redeem.

The notes are senior unsecured obligations ranking equally with other senior unsecured debt and all payments are subject to the credit risk of Jefferies Financial Group Inc. They will not be listed on any securities exchange, so secondary market liquidity may be limited. After underwriting discounts and commissions of 2.00%, Jefferies expects gross proceeds of $2,888,060 before expenses for general corporate purposes.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Jefferies Financial Group Inc. is offering $9,048,000 of senior fixed rate 15-year callable notes due December 31, 2040. The notes pay a fixed 6.00% annual coupon in U.S. dollars, with interest paid semi-annually each June and December, starting June 30, 2026, using a 30/360 (ISDA) day-count. Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on the last calendar day of each June and December from December 31, 2027 through June 30, 2040. The notes are senior unsecured obligations ranking equally with Jefferies’ other senior unsecured debt, will not be listed on any securities exchange, and may have limited secondary market liquidity. The public offering price is 100% of principal, underwriting discounts are 1.50%, and Jefferies expects proceeds before expenses of $8,912,280 for general corporate purposes.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Jefferies Financial Group Inc. is offering senior fixed rate 30-year callable notes due January 20, 2056. The notes are issued at $1,000 per note and pay a fixed interest rate of 6.25% per year, with interest accruing from January 20, 2026 and paid semi-annually on January 20 and July 20.

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 of each year from January 20, 2031 through July 20, 2055. All payments are senior unsecured obligations and are subject to the credit risk of Jefferies Financial Group Inc.

The notes will not be listed on any securities exchange, and Jefferies LLC, a wholly owned subsidiary, will act as agent and may also make a market, creating a conflict of interest governed by FINRA Rule 5121. Net proceeds will be used for general corporate purposes.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Jefferies Financial Group Inc. is offering $11,737,000 of Senior Fixed Rate 5.5 Year Callable Notes due June 30, 2031. The notes pay fixed interest of 5.00% per year from the original issue date of December 31, 2025 to, but excluding, June 30, 2031, with semi-annual payments each June 30 and December 31.

Jefferies may redeem the notes, in whole or in part, on optional redemption dates starting December 31, 2026 at 100% of principal plus accrued interest, which could end interest payments earlier than maturity. The notes are senior unsecured obligations, rank equally with other senior unsecured debt, and all payments are subject to Jefferies Financial Group Inc.’s credit risk.

The notes will not be listed on any securities exchange, and Jefferies LLC is the selling agent under FINRA Rule 5121. Before expenses, Jefferies Financial Group Inc. expects to receive proceeds of $11,678,315 for general corporate purposes.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Jefferies Financial Group Inc. is offering $2,863,000 of senior unsecured notes that pay a contingent quarterly coupon of $23.75 per $1,000 note. Payments depend on the performance of the worst-performing of the Nasdaq-100 Index and the Russell 2000 Index.

The notes can be automatically called on quarterly call dates starting in late 2026 if the worst-performing index is at or above its initial level; in that case investors receive $1,000 plus any due coupon and the notes terminate. If the notes are not called, at maturity in 2031 investors receive $1,000 per note only if the worst-performing index is at or above 75% of its initial level. Below that 75% threshold, repayment is reduced 1-for-1 with the index decline, so up to 100% of principal is at risk.

The initial index levels, coupon barriers and thresholds are fixed at pricing. The notes are not listed, all payments are subject to Jefferies’ credit risk, and Jefferies estimates the value on the pricing date at $958.70 per note, below the $1,000 issue price. Underwriting discounts are 3.50%, with proceeds to Jefferies of $2,762,795 before expenses.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Jefferies Financial Group Inc. is offering $2,548,000 of senior unsecured autocallable contingent coupon barrier notes maturing on December 31, 2031, linked to the worst-performing of the Russell 2000 Index and the EURO STOXX 50 Index. The notes are issued at $1,000 per note, with estimated value on the pricing date of $960.20 per note.

Investors may receive quarterly contingent coupons of $24.375 per note if, on each observation date, the worst-performing index is at or above its coupon barrier, set at 75% of its initial level for both indices. The notes are subject to automatic call, beginning about one year after pricing, if the worst-performing index is at or above 100% of its initial level, 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 its 75% threshold, investors receive full principal back (plus any final coupon if the barrier is met). If it finishes below the threshold, repayment is reduced 1-for-1 with the index decline from its initial level, exposing investors to up to a 100% loss of principal. All payments depend on Jefferies’ credit and the notes will not be listed on any exchange.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

Jefferies Financial Group Inc. is issuing $12,080,000 of senior unsecured autocallable contingent coupon barrier notes maturing December 31, 2031, linked to the worst-performing of the Dow Jones Industrial Average®, Nasdaq-100 Index® and Russell 2000® Index.

Each $1,000 note pays a monthly contingent coupon of $8.3333 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.

If the notes are not called and the worst-performing index is below 75% of its initial level at maturity, repayment is reduced 1-for-1 with the index decline from its initial level, up to a total loss of principal. The estimated value on the pricing date is $960.90 per $1,000 note, and Jefferies expects to receive approximately $11.65 million in proceeds before expenses.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Jefferies Financial Group Inc. is offering $10,724,000 of Senior Autocallable Contingent Coupon Barrier Notes due December 31, 2031, linked to the worst-performing of the Nasdaq-100, Russell 2000 and EURO STOXX 50 indices.

Investors receive a monthly contingent coupon of $9.167 per $1,000 note when the worst index is at or above 75% of its initial level, and the notes are automatically called starting in December 2026 if the worst index is at or above 100%, returning principal plus any due coupon.

If not called, principal is repaid at maturity only if the worst index is at or above 75% of its initial value; below that level, repayment declines one-for-one with index losses, up to a full loss of principal.

The issue price is $1,000 per note, with estimated value of $962 and underwriting discounts of 3.55%, yielding $10,343,298 in proceeds before expenses; the notes are unsecured, not listed on any exchange, and involve Jefferies LLC in a FINRA Rule 5121 conflict-of-interest role.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

Jefferies Financial Group Inc. is offering $6,267,000 of Senior Autocallable Contingent Coupon Barrier Notes due December 29, 2031, linked to the worst-performing of the S&P 500, Russell 2000 and Dow Jones Industrial Average. Each $1,000 note pays a quarterly contingent coupon of $26.00 only if, on the relevant observation date, the worst index is at least 75% of its initial level.

Beginning in December 2026, the notes are automatically called if on a call observation date the worst index is at or above 100% of its initial level, in which case investors receive $1,000 plus any coupon then due and the notes terminate. If the notes are not called, at maturity investors receive $1,000 per note only if the worst index is at or above 75% of its initial level; otherwise repayment is reduced 1‑for‑1 with the decline in that index, down to zero, so all principal is at risk.

The notes are senior unsecured obligations of Jefferies, are not listed on any exchange, and all payments depend on Jefferies’ credit. The issue price is $1,000 per note, while the estimated value on the pricing date is $979.90 per note, reflecting structuring, hedging costs and dealer profit.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Filing
Rhea-AI Summary

Jefferies Financial Group Inc. is offering $3,300,000 of senior unsecured notes that pay contingent monthly coupons and can be called early. The notes, due December 24, 2031, are linked to the worst-performing of the Nasdaq‑100 Index, the Russell 2000 Index and the EURO STOXX 50 Index. Each $1,000 note is issued at par, with an estimated value on the pricing date of $959.00, and a contingent coupon of $8.125 per month when the worst index is at or above its coupon barrier.

The notes may be automatically called beginning in December 2026 if the worst index is at or above its initial level, in which case investors receive $1,000 plus any due coupon and the investment ends early. If the notes are not called and, at maturity, the worst index is at or above 75% of its initial level, investors receive $1,000 per note (plus a final coupon if the 70% barrier is met). If the worst index finishes below 75% of its initial level, repayment is reduced one‑for‑one with the decline and investors can lose up to their entire principal. Jefferies expects net proceeds of $3,182,850 before expenses for general corporate purposes.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus

FAQ

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

StockTitan tracks 481 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 December 31, 2025.