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 S&P 500®-linked medium-term notes that are auto-callable and expose investors to contingent downside risk. Each security has a $1,000 face amount, no periodic interest, and can be automatically called on January 5, 2027 if the Index closing level is at or above the starting level of 6,896.24, paying back principal plus a 9.10% call premium ($91 per $1,000).
If not called, at maturity on January 5, 2029 investors receive: leveraged upside of 125% of any Index gains; full return of face amount if the Index decline does not exceed 25% (threshold level 5,172.18); or 1-for-1 loss beyond that threshold, up to a total loss of principal. The total offering is $5,004,000, with proceeds to the issuer of
Jefferies Financial Group Inc. is issuing $3,190,000 of Senior Autocallable Contingent Coupon Barrier Notes due January 3, 2031, as part of 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 the S&P 500 Index, Russell 2000 Index and Dow Jones Industrial Average.
The notes pay a quarterly contingent coupon of $18.75 only if the worst index is at or above its coupon barrier, set at 70% of its initial level. Beginning in December 2026, the notes are automatically called if the worst index is at or above its initial value, returning principal plus any due coupon. If held to maturity and the worst index is at or above 55% of its initial value, investors receive full principal; below that level, repayment is reduced 1-to-1 with the index decline, up to a total loss of principal. The notes are senior unsecured obligations, not listed on any exchange, have an estimated initial value of $961 per note, and provide Jefferies with $3,126,200 in proceeds before expenses, after a 2.00% underwriting discount.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due January 22, 2031, linked to the worst-performing of the S&P 500® Index, the Russell 2000® Index and the Dow Jones Industrial Average®. Each Note has a $1,000 stated principal amount and an issue price of $1,000, with an estimated value on the pricing date of approximately $958.00.
Investors may receive quarterly contingent coupon payments of $17.75 per Note if, on a coupon observation date, the worst-performing index is at or above 70% of its initial value. Starting about one year after pricing, the Notes are automatically called if the worst-performing index 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 only if the worst-performing index is at or above 55% of its initial value; otherwise, repayment is reduced 1‑for‑1 with the index decline and up to 100% of principal is at risk. Payments depend on Jefferies’ credit and the Notes are unsecured and not listed on any exchange.
Jefferies Financial Group Inc. is offering senior unsecured structured notes linked to the worst-performing of the S&P 500, Russell 2000 and Dow Jones Industrial Average. The notes, part of its Series A global medium-term notes program, pay a contingent coupon of $21.50 per $1,000 note each quarter if the worst-performing index is at or above 70% of its initial level on the observation date. Starting in January 2027, the notes are autocallable if that worst index is at or above 100% of its initial level, in which case investors receive $1,000 plus any due coupon and the notes terminate early. If held to the January 22, 2031 maturity and the worst index is below 55% of its initial level, repayment of principal is reduced 1-to‑1 with the decline, and up to the entire principal can be lost. Jefferies estimates the initial economic value at about $979 per $1,000 note, reflecting structuring and hedging costs, and all payments depend on Jefferies’ credit.
Jefferies Financial Group Inc. is offering $9,356,000 of senior autocallable contingent coupon barrier notes linked to the worst-performing of the S&P 500, Russell 2000 and Dow Jones Industrial Average. The notes pay a quarterly contingent coupon of $22.50 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. Starting about one year after pricing, the notes will be automatically called if the worst-performing index is at or above its initial level, returning principal plus any due coupon, and ending the investment early.
If the notes are not called, investors receive full principal at maturity only if the worst-performing index is at or above its threshold value, set at 55% of its initial level; otherwise repayment is reduced one-for-one with the index decline, up to a complete loss of principal. The notes are unsecured senior obligations of Jefferies, are not listed on an exchange, and had an estimated value on the pricing date of $981.90 per $1,000 note, reflecting issuance, structuring and hedging costs.
Jefferies Financial Group Inc. is offering $1,729,000 of Senior Leveraged Barrier Notes due January 2, 2031, linked to the worst-performing of the S&P 500 Index and the Dow Jones Industrial Average. The notes pay no interest and return depends solely on the index with the lower return. At maturity, if that index is above its initial level, investors receive the $1,000 stated principal per note plus 118% of its gain. If it is at or above 60% of its initial level, investors receive only principal back. If it falls below 60% of its initial level, repayment is reduced 1% for each 1% decline, up to a total loss of principal.
The notes are senior unsecured obligations of Jefferies, subject to its credit risk, are not listed on any exchange, and may have limited liquidity. The issue price is $1,000 per note, with an estimated initial value of $946.30, reflecting selling costs, hedging costs, and dealer profit. Underwriting discounts are 3.75%, with 96.25% of proceeds to Jefferies before expenses.
Jefferies Financial Group Inc. is issuing $447,000 of Senior Autocallable Barrier Notes due January 3, 2029, as unsecured senior debt under its medium-term note program. The notes are linked to the worst-performing of the Russell 2000, Nasdaq‑100 and Dow Jones Industrial Average and can be automatically called quarterly starting December 29, 2026 if that worst index is at or above its initial level.
If called, investors receive $1,000 principal plus a call premium that implies about 11.00% per annum, with scheduled call payments ranging from $1,110 to $1,330 per note. If not called, and at maturity the worst index is at least 60% of its initial level, principal is repaid; otherwise investors have 1‑for‑1 downside exposure and can lose up to their entire investment.
The issue price is $1,000 per note, with an estimated value on the pricing date of $960.50. Underwriting discounts are 3.00%, so Jefferies expects gross proceeds of $433,590 before expenses. The notes are subject to Jefferies’ credit risk, will not be listed on any exchange, and may have limited secondary market liquidity.
Jefferies Financial Group Inc. is issuing $772,000 of Senior Autocallable Contingent Coupon Buffered Notes due January 2, 2031, linked to the worst-performing of the VanEck Gold Miners ETF (GDX) and the S&P 500 Index (SPX). Each note has a $1,000 principal amount and may pay a quarterly contingent coupon of $25.63 if, on the observation date, the worst-performing underlying is at or above its coupon barrier (70% of its initial level). The notes can be automatically called quarterly beginning December 29, 2026 if the worst-performing underlying is at or above its initial level, returning principal plus any due coupon. If not called, investors receive full principal at maturity only if the worst-performing underlying finishes at or above 80% of its initial level; below that threshold, repayment is reduced 1-for-1 with the decline, with up to 80% of principal at risk. All payments depend on Jefferies’ ability to meet its obligations.
Jefferies Financial Group Inc. is issuing $205,000 of Senior Autocallable Contingent Coupon Barrier Notes due December 31, 2031, as part of its Series A Global Medium‑Term Notes program. Each note has a $1,000 principal amount and pays a quarterly contingent coupon of $27.50 only if the worst-performing of the SPDR S&P Regional Banking ETF (KRE) and the S&P 500 Index (SPX) is at or above a preset barrier level.
The notes are automatically called, returning principal plus any due coupon, if on any quarterly call date (starting in late 2026) the worst-performing underlying is at or above its initial level. If the notes are not called and, at maturity, the worst-performing underlying is at or above 70% of its initial value, investors receive full principal; if it is below 70%, repayment is reduced 1‑for‑1 with the decline, up to a complete loss of principal.
The notes are senior unsecured obligations of Jefferies, are not listed on an exchange, and all payments depend on Jefferies’ credit. The issue price is $1,000 per note, with an estimated value of $949.30 and underwriting discounts of 3.50%, resulting in 96.50% of proceeds to Jefferies before expenses.
Jefferies Financial Group Inc. is offering $50,000 of senior unsecured autocallable notes linked to the worst-performing of the VanEck Semiconductor ETF (SMH) and the S&P 500 Index. The notes pay a quarterly contingent coupon of $28.75 per $1,000 note only when the worst-performing underlying is at or above a barrier set at 70% of its initial level. Beginning in late 2026, the notes can be automatically called each quarter if the worst-performing underlying is at or above its initial level, returning principal plus that period’s coupon. If the notes are not called and the worst-performing underlying finishes below its 70% threshold at maturity in 2031, investors face 1-to-1 downside and can lose up to their entire principal. Jefferies estimates the initial fair value at $946.80 per note, below the $1,000 issue price, reflecting fees, hedging costs and dealer compensation.
FAQ
What is the current stock price of Jefferies Financial Group (JEF)?
What is the market cap of Jefferies Financial Group (JEF)?
