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 fixed rate 5.5-year callable notes due June 30, 2031. The notes pay a fixed interest rate of 5.00% per year from December 31, 2025 to, but excluding, June 30, 2031, with interest paid semi-annually on the last calendar day of June and December, starting June 30, 2026. The notes are senior unsecured obligations and rank equally with Jefferies’ other senior unsecured debt, and all payments are subject to the company’s credit risk.
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 the last calendar day of June and December from December 31, 2026 through December 31, 2030, on at least 5 business days’ notice. The notes will not be listed on any securities exchange, and Jefferies LLC may but is not obligated to make a secondary market. Net proceeds are intended for general corporate purposes, and initial account statement values may include a temporary upward adjustment reflecting fees and hedging-related amounts.
Jefferies Financial Group Inc. is offering senior fixed rate 15-year callable notes due December 31, 2040. The notes pay a fixed 6.00% annual interest rate from the original issue date to, but excluding, maturity, with interest paid semi-annually on the last calendar day of June and December.
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, which could end interest payments earlier than the stated maturity. The notes are unsecured senior obligations ranking equally with Jefferies’ other senior unsecured debt and all payments are subject to its credit risk.
The notes will not be listed on any securities exchange, so secondary market liquidity may be limited and resale prices may be below the issue price, especially given embedded commissions, fees and hedging costs. Net proceeds are expected to be used for general corporate purposes. Jefferies LLC, an affiliated broker-dealer, will act as agent and the transaction is subject to FINRA Rule 5121 on conflicts of interest.
Jefferies Financial Group Inc. plans to issue senior fixed rate 30-year callable notes due December 31, 2055. The notes will pay interest at 6.25% annually from the original issue date to, but excluding, maturity, with payments made semi-annually on the last calendar day of June and December, starting June 30, 2026. All payments are unsecured and subject to the credit risk of Jefferies Financial Group Inc.
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 the last calendar day of each June and December from December 31, 2035 through June 30, 2055. The notes will not be listed on any securities exchange, and proceeds are expected to be used for general corporate purposes. Jefferies LLC, an affiliated broker-dealer, will act as agent and the offering is subject to FINRA Rule 5121 on conflicts of interest.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes maturing on December 24, 2031, linked to the worst-performing of the Nasdaq-100 Index, the Russell 2000 Index and the EURO STOXX 50 Index. Each note has a stated principal amount of $1,000 and is issued at 100% of that amount.
Investors may receive monthly contingent coupon payments of $8.125 per note, but only if on each observation date the worst-performing index is at or above 70% of its initial level. Beginning about one year after pricing, the notes are automatically called 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 75% of its initial level, investors receive their full principal back (plus the final coupon if the 70% barrier is met). If it is below 75%, repayment is reduced 1-to-1 with the index decline, and up to 100% of principal can be lost. The issuer estimates the value on the pricing date at approximately $952.50 per $1,000 note, reflecting fees, costs and hedging.
Jefferies Financial Group Inc. CEO and director reported several equity transactions in company stock. On 12/10/2025, the reporting person forfeited 23,742 shares of common stock tied to performance share units that did not meet performance targets, and received a grant of 121,300 performance-based restricted stock units and a separate grant of 121,300 restricted stock units, each at a reference price of $61.83 per share, under the company’s equity compensation plan.
After these transactions, the reporting person directly held 13,826,458 shares of common stock. On 12/12/2025, 128,163 shares of common stock were transferred as a gift to an LLC managed by the reporting person, with the filing stating this tax-planning transfer did not change the person’s overall beneficial ownership and is now reported as indirectly owned. The report also lists additional indirect holdings through various trusts, LLCs and a profit sharing plan.
Jefferies Financial Group Inc. reported insider equity award activity by its President and director on 12/10/2025. The filing shows the forfeiture of 22,613 shares of common stock tied to previously granted performance stock units at a price of $0, reflecting awards that did not meet performance targets. On the same date, the insider received a grant of 121,300 performance-based restricted stock units and a separate grant of 121,300 restricted stock units at a reference price of $61.83 per share under the company’s Equity Compensation Plan.
After these transactions, the insider directly beneficially owned 2,744,078 shares of Jefferies common stock, with additional indirect holdings 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. The filing notes that the insider disclaims beneficial ownership of any shares in the limited partnership above his proportionate economic interest, and confirms the grants and forfeiture are exempt under Rule 16b-3 of the Exchange Act.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon (With Memory) Barrier Notes due December 19, 2030, issued as unsecured senior obligations under 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 five U.S. bank stocks: Fifth Third Bancorp, Comerica, Regions Financial, Banc of California and The PNC Financial Services Group.
Investors can receive a quarterly Contingent Coupon of $30.00 per Note (3% of principal) if, on a Coupon Observation Date, the worst-performing underlying is at or above 70% of its Initial Value. Missed coupons can be made up later under the “memory” feature when the condition is next met. Starting June 17, 2026, the Notes are automatically called if the worst-performing stock 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 back only if the worst-performing underlying is at or above 60% of its Initial Value; below that level, repayment falls one-for-one with the decline, up to a total loss of principal. The Notes are not listed, all payments depend on Jefferies’ creditworthiness, and the estimated value on the pricing date is approximately $923.00 per Note, lower than the $1,000 issue price due to fees, hedging costs and funding assumptions.
Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes maturing on January 3, 2031, 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 stated principal amount and is issued at 100% of that amount.
Investors can receive quarterly contingent coupons of $18.75 per note if, on each observation date, the worst-performing index is at or above 70% 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, at maturity, the worst-performing index is below 55% of its initial level, repayment is reduced 1-for-1 with the decline, up to a total loss of principal. The indicative estimated value is approximately $957 per note, reflecting structuring and hedging costs. The notes are unsecured, not listed on any exchange, and carry complex risk and tax characteristics.
Jefferies Financial Group Inc. is offering $3,090,000 of senior unsecured autocallable contingent coupon barrier notes due December 13, 2029, linked to the worst-performing of the Russell 2000 and S&P 500 indices. Each $1,000 note pays a quarterly contingent coupon of $23.75 only if the worst index on that date is at or above 70% of its initial level. The notes may be automatically called starting in December 2026 if the worst index is at or above 100% of its initial value, returning principal plus the applicable coupon. If the notes are not called and the worst index finishes below 70% of its initial level at maturity, repayment of principal is reduced one-for-one with the index decline, up to a total loss of the $1,000. The notes are not listed, have limited liquidity, and all payments depend on Jefferies’ credit.
Jefferies Financial Group Inc. is offering senior autocallable contingent coupon barrier notes due December 29, 2031, linked to the worst-performing of the S&P 500 Index, Russell 2000 Index and Dow Jones Industrial Average. Each $1,000 note may pay a $26 quarterly coupon if, on a coupon observation date, the worst index is at or above 75% of its initial level.
The notes can be automatically called beginning in December 2026 if the worst index is at or above 100% of its initial level on a call observation date, in which case holders receive $1,000 plus any due coupon and the notes terminate early. If the notes are not called and on the final valuation date the worst index is below 75% of its initial level, repayment of principal is reduced one-for-one with the index decline, up to a complete loss of the $1,000.
The notes are unsecured senior obligations subject to Jefferies’ credit risk. The issue price is $1,000 per note, while the estimated value on the pricing date is approximately $975.80, reflecting selling, structuring, hedging costs and dealer compensation.