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 December 31, 2031, linked to the worst-performing of the VanEck Semiconductor ETF (SMH) and the S&P 500 Index (SPX). Each note has a $1,000 stated principal amount and an issue price of $1,000, but the estimated value on the pricing date is expected to be about $943.10 per note, reflecting issuance, structuring and hedging costs.
The notes pay a contingent coupon of $28.75 per quarter only if, on a quarterly observation date, the worst-performing underlying is at or above 70% of its initial value. Starting about one year after pricing, the notes are autocallable quarterly if the worst-performing underlying 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 underlying is at or above 70% of its initial value, investors receive back the full principal (plus the final coupon if the barrier is met). If it is below 70%, repayment is reduced 1-for-1 with the decline from the initial value, up to a possible 100% loss of principal. All payments are subject to Jefferies’ credit risk, the notes are not listed on any exchange, and extensive risk and U.S. tax disclosures apply.
Jefferies Financial Group’s CEO and director reported acquiring additional company stock through a dividend reinvestment. On 11/26/2025, the insider acquired 90,024 shares of Jefferies common stock at $57.23 per share in a transaction classified as an acquisition and described as deferred shares received as a dividend reinvestment under an exemption in Rule 16b-3(d) of the Securities Exchange Act of 1934.
Following this transaction, the insider directly owns 13,607,600 shares of Jefferies common stock. The filing also lists substantial indirect holdings through various trusts and LLCs, including 1,000,000 shares held by the Reporting Person's 2025-B Trust and 500,000 shares held by the Reporting Person's 2025-D Trust, reflecting a significant aligned ownership stake.
Jefferies Financial Group Inc. reported an insider share acquisition by its President and Director. On 11/26/2025, the reporting person acquired 27,747 shares of common stock at $57.23 per share in the form of deferred shares through a dividend reinvestment transaction that is described as exempt under Rule 16b-3(d)(1) and (2).
After this transaction, the insider beneficially owns 2,524,091 shares directly. In addition, the insider has indirect beneficial 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 limited partnership shares beyond his proportionate pecuniary interest.
Jefferies Financial Group Inc. director reported a small share acquisition in a Form 4 filing. On 11/26/2025, the director acquired 112 shares of Jefferies common stock at a price of $57.23 per share. The transaction is coded as an acquisition and is described as an acquisition of deferred shares through a dividend reinvestment that is exempt under Rule 16b-3(d)(1) and (2) of the Securities Exchange Act of 1934. Following this transaction, the director beneficially owns 34,211 shares of Jefferies common stock in direct ownership.
Jefferies Financial Group Inc. director reports a small share acquisition. A director of Jefferies Financial Group Inc. acquired 112 shares of common stock on 11/26/2025 at a price of $57.23 per share. This was recorded as an acquisition through a dividend reinvestment transaction described as exempt under Rule 16b-3(d)(1) and (2) of the Securities Exchange Act of 1934. Following this transaction, the director beneficially owned 26,211 shares held directly. The filing is made on Form 4 by a single reporting person in their capacity as a director of the company.
Jefferies Financial Group Inc. reported a small insider share acquisition by a director. On 11/26/2025, the director acquired 488 shares of Jefferies common stock through a dividend reinvestment transaction that is described as exempt under Rule 16b-3(d)(1) and (2) of the Securities Exchange Act of 1934, at a reported price of $57.23 per share.
Following this acquisition, the director beneficially owned 125,860 shares of Jefferies common stock in direct ownership form.
Jefferies Financial Group reported a routine insider transaction by a director. On 11/26/2025, the director acquired 416 shares of Jefferies common stock at a price of $57.23 per share.
The filing states that these shares were received as deferred shares through a dividend reinvestment, in a transaction exempt under Rule 16b-3(d)(1) and (2) of the Securities Exchange Act of 1934. Following this transaction, the director beneficially owned 106,253 shares of Jefferies common stock, all held directly.
Jefferies Financial Group Inc. executive vice president and chief financial officer reported a small increase in his ownership of company stock. On 11/26/2025, he acquired 676 shares of common stock at a price of $57.23 per share through a dividend reinvestment. This brought his directly owned stake to 97,387 shares after the transaction.
The acquisition is described as deferred shares received as a dividend reinvestment in a transaction exempt under Rule 16b-3(d)(1) and (2) under the Securities Exchange Act of 1934. The filing is made as a Form 4 by one reporting person and reflects a routine update to insider holdings rather than a large open-market purchase or sale.
Jefferies Financial Group Inc. reported an insider share acquisition by its Executive Vice President and General Counsel. On 11/26/2025, the officer acquired 676 shares of Jefferies common stock at $57.23 per share. The filing states this was an acquisition of deferred shares through a dividend reinvestment transaction that is exempt under Rule 16b-3(d)(1) and (2) of the Securities Exchange Act of 1934. Following this transaction, the officer beneficially owns 166,044 shares of Jefferies common stock in direct ownership.
Jefferies Financial Group Inc. is issuing $1,485,000 of Senior Buffered Digital Return Notes due November 26, 2027, linked to the worst-performing of the S&P 500, Russell 2000 and Dow Jones Industrial Average. Each note has a $1,000 principal amount, pays no interest and offers a fixed Digital Payment of $1,172 (117.20% of principal) at maturity if the final level of the worst-performing index is at or above 80% of its initial level. If that index finishes below its 80% buffer, repayment is reduced by 1% of principal for each 1% decline below the buffer, so investors can receive as little as $200 per note and lose up to 80% of principal. The notes are senior unsecured obligations subject to Jefferies’ credit risk, are not listed on any exchange, and have an estimated value on the pricing date of $979 per note versus the $1,000 issue price.