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 issuing $1,057,000 of Senior Autocallable Contingent Coupon (With Memory) Barrier Notes due December 19, 2030, linked to the worst-performing of five U.S. regional and large bank stocks (FITB, CMA, RF, BANC, PNC). Each Note has a $1,000 principal amount and can pay quarterly contingent coupons of $30.00 per Note, but only if the worst-performing stock on an observation date is at or above its specified coupon barrier.
The Notes may be automatically called quarterly starting June 17, 2026 if the worst-performing stock is at or above its full initial value, returning principal plus any due coupon. If the Notes are not called and, at maturity, the worst-performing stock is below its threshold level (60% of its initial value for each stock), repayment of principal is reduced 1-for-1 with the stock’s decline from its initial value, so investors can lose up to 100% of their investment.
The Notes are senior unsecured obligations of Jefferies, with all payments subject to its credit risk. The public offering price is 100% of principal, but the estimated value on the pricing date is $922.80 per Note, reflecting structuring, hedging costs and underwriting discounts of 3.75%.
Jefferies Financial Group Inc.'s CEO and director reported routine changes in his holdings of the company’s common stock on 12/16/2025. The filing shows 219,497 shares of common stock were disposed of at $61.16 per share in a transaction coded “F,” meaning shares were withheld to cover tax liabilities from long-term equity grants. After this, his directly held shares were listed as 13,478,798.
A second transaction on the same date, coded “G,” records a gift of 622 shares at a stated price of $0, which the explanation describes as a gift to a family trust where he is neither trustee nor beneficiary. Following this gift, directly held shares were reported as 13,478,176, alongside substantial additional indirect holdings through various trusts, LLCs, and a profit sharing plan.
Jefferies Financial Group Inc. reported an insider transaction by a director and President involving tax-related share withholding. On 12/16/2025, 187,121 shares of common stock were disposed of at $61.16 per share under transaction code F, which the notes explain reflects shares withheld to cover tax liabilities from the distribution of long-term equity grants.
After this transaction, the reporting person beneficially owns 2,556,957 common shares directly. In addition, they report indirect ownership of 1,163,898 shares through trusts, 496,780 shares through a family limited partnership, and 45,304 shares as trustee of a profit sharing plan, while disclaiming beneficial ownership of the partnership-held shares beyond their pecuniary interest.
Jefferies Financial Group Inc. is offering $22,461,000 of Senior Fixed Rate 15 Year Callable Notes due December 18, 2040. The notes pay fixed interest of 6.00% per year, with semi-annual payments each June 18 and December 18, beginning June 18, 2026. Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on any optional redemption date starting December 18, 2026, which could stop future interest payments early.
The notes are senior unsecured obligations of Jefferies and rank equally with its other senior unsecured debt. The public offering price is $1,000 per note, with underwriting discounts and commissions of 1.50%, resulting in proceeds to Jefferies of $22,124,085 before expenses. The notes will not be listed on any securities exchange, so liquidity may be limited, and secondary market prices may be lower than the issue price. All payments are subject to the credit risk of Jefferies Financial Group Inc.
Jefferies Financial Group Inc. is offering $8,687,000 of Senior Fixed Rate 5.5 Year Callable Notes due June 18, 2031. The notes pay a fixed 5.00% annual interest rate from December 18, 2025 to, but excluding, June 18, 2031, with interest paid semi‑annually each June 18 and December 18 beginning June 18, 2026. Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on any optional redemption date starting December 18, 2026. The notes are senior unsecured obligations, sold at 100% of face value, and Jefferies expects proceeds of $8,643,565 before expenses for general corporate purposes. The offering is distributed by Jefferies LLC, which is subject to FINRA Rule 5121 due to a conflict of interest, and the notes will not be listed on any securities exchange.
Jefferies Financial Group Inc. is offering $9,592,000 of Senior Fixed Rate 30 Year Callable Notes due December 18, 2055. The notes pay fixed interest of 6.10% per year from the original issue date, with semi-annual interest payments each June 18 and December 18, starting June 18, 2026.
Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on any optional redemption date from December 18, 2035 through June 18, 2055, which could stop future interest payments and force reinvestment at then-current rates. The notes are senior unsecured obligations and rank equally with Jefferies’ other senior unsecured debt, and all payments depend on Jefferies’ credit.
The public offering price is 100% of principal, with underwriting discounts and commissions of 2.00%, resulting in proceeds to Jefferies of $9,400,160 before expenses. The notes will not be listed on any exchange, so secondary market trading and pricing may be limited, and Jefferies LLC’s role as agent makes the deal subject to FINRA Rule 5121 conflict-of-interest requirements.
Jefferies Financial Group Inc. is offering Senior Autocallable Barrier Notes due December 29, 2031, linked to the worst-performing of the Russell 2000, S&P 500 and Dow Jones Industrial Average. Each Note has a $1,000 stated principal amount and may be automatically called every six months starting in December 2026 if the worst-performing index is at or above its call level. If called, investors receive $1,000 plus a call premium that reflects a return of approximately 9.70% per annum, with scheduled call payments rising from $1,097 to $1,582 per Note over the term. If the Notes are not called and the worst-performing index finishes below 75% of its initial level, repayment is reduced 1% for each 1% decline, exposing up to 100% of principal to loss. The Notes are senior unsecured obligations with an estimated initial value of about $979.50 per Note, subject to Jefferies’ credit risk and limited liquidity.
Jefferies Financial Group Inc. is issuing $4,974,000 of Senior Autocallable Contingent Coupon Barrier Notes due December 17, 2030, linked to the worst-performing of the S&P 500, Russell 2000 and Dow Jones Industrial Average. These unsecured senior notes pay a quarterly contingent coupon of $19.375 per $1,000 note only if, on each observation date, the worst-performing index is at or above its coupon barrier set at 70% of its initial level.
The notes are automatically called at par plus any due coupon if, beginning about one year after pricing, the worst-performing index is at or above its initial level on a call observation date. If not called, principal is repaid in full at maturity only if the worst-performing index is at or above its threshold level, set at 55% of its initial value; below that, repayment is reduced 1-for-1 with the index decline, up to a total loss of principal.
The notes are subject to Jefferies’ credit risk, will not be listed on any exchange, and may trade below the $1,000 issue price. The estimated value on the pricing date is $958 per note, reflecting structuring, hedging costs and underwriting discounts of 2%, with net proceeds to Jefferies of $4,874,520 before expenses.
Jefferies Financial Group Inc. is issuing $10,133,000 of Senior Autocallable Contingent Coupon Barrier Notes due December 17, 2030, linked to the worst-performing of the S&P 500 Index, Russell 2000 Index and Dow Jones Industrial Average. Each Note has a $1,000 principal amount and pays a quarterly contingent coupon of $23.125 only if, on the relevant observation date, the worst index is at or above its coupon barrier, set at 70% of its initial level.
The Notes are automatically called if, on a quarterly call observation date starting in December 2026, the worst index is at or above its initial level, returning principal plus that period’s coupon. If not called, at maturity investors receive full principal only if the worst index is at or above its 55% threshold; otherwise, repayment falls 1-to-1 with the decline from the initial level, up to a total loss. The estimated value on the pricing date is $978.70 per Note, reflecting structuring and hedging costs, and all payments depend on Jefferies’ credit.
Jefferies Financial Group Inc. is issuing $3,250,000 of Senior Capped Buffered Leveraged Notes due December 16, 2027, linked to the S&P 500 Index. Each note has a $1,000 Stated Principal Amount, pays no interest, and offers 200% participation in index gains, subject to a Maximum Payment at Maturity of $1,234 per note (123.40% of principal).
At maturity, holders receive full principal if the index is flat or down by up to 10%. If the index falls more than 10%, repayment is reduced dollar‑for‑dollar with losses below the 10% buffer, with a minimum Payment at Maturity of 10% of principal, meaning investors can lose up to 90%. The notes are unsecured senior obligations subject to Jefferies’ credit risk, are not listed on any exchange, and had an estimated value on the pricing date of $993.20 per note, below the $1,000 issue price due to selling, structuring, and hedging costs.