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Jefferies Financial Group Inc. 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Jefferies Financial Group's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Jefferies Financial Group's regulatory disclosures and financial reporting.

Rhea-AI Summary

Jefferies Financial Group Inc. is offering senior unsecured autocallable notes due February 19, 2030 linked to the worst-performing of the Russell 2000® and S&P 500® indexes. Each note has a $1,000 principal amount and may be automatically called annually starting in 2027.

If on a call observation date the worst-performing index is at or above its call value, investors receive principal plus a call premium, targeting about 10.80% per year, and the notes terminate. If never called and the worst-performing index finishes below 75% of its initial level, repayment falls dollar-for-dollar with the decline and can drop to zero, meaning loss of the entire investment.

The notes are part of Jefferies’ Series A Global Medium-Term Notes, are not secured, and all payments depend on Jefferies’ credit. The notes will not be listed on any exchange, and the initial estimated value is about $981 per $1,000 note, reflecting structuring and hedging costs.

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Rhea-AI Summary

Jefferies Financial Group Inc. is offering senior unsecured autocallable notes due February 19, 2030, linked to the worst-performing of the Russell 2000 Index and the S&P 500 Index. Each note has a $1,000 stated principal amount and is issued under Jefferies’ global medium-term note program.

The notes can be automatically called on annual observation dates if the worst-performing index meets its call value, paying back principal plus a call premium reflecting about 9.35% per year (for example, $1,093.50 on the first call date). If never called, investors are exposed 1-to-1 to downside in the worst index below its initial level and can lose up to their entire investment. The estimated value on the pricing date is about $961.90 per note, proceeds are for general corporate purposes, the notes are not listed, and all payments depend on Jefferies’ credit.

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Rhea-AI Summary

Jefferies Financial Group Inc. files its annual report describing a global investment banking and capital markets franchise and an asset management platform. The firm highlights key joint ventures in corporate lending (Jefferies Finance) and commercial real estate finance (Berkadia), plus a growing strategic alliance with SMBC Group, which owns 15.7% of its common stock on an as-converted basis.

Jefferies reports 7,787 employees across the Americas, Europe and the Middle East, and Asia-Pacific, with a strong focus on human capital, culture, wellness and community initiatives. The filing details extensive U.S. and international regulation, capital and liquidity requirements, and broad risk factors, including credit, market and liquidity risks, geopolitical shocks, cybersecurity and AI-related risks, and the potential impact of climate change and evolving financial regulation.

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Rhea-AI Summary

Jefferies Financial Group Inc. is offering $9,360,000 of senior unsecured Autocallable Contingent Coupon Barrier Notes due January 30, 2032, 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 $25.25 per $1,000 note if, on each observation date, the worst-performing index is at or above 75% of its initial level. Beginning about one year after issuance, the notes are automatically called if the worst performer is at or above 100% of its initial level, in which case investors receive principal plus any due coupon and the product terminates.

If the notes are not called and, at maturity, the worst-performing index is at or above 75% of its initial level, investors receive full principal back plus any final coupon. If it is below 75%, repayment is reduced 1-for-1 with the index decline from its initial level, putting up to 100% of principal at risk. The notes are not listed, all payments depend on Jefferies’ credit, and the estimated value at pricing is $976.40 per $1,000 note, below the $1,000 issue price.

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Jefferies Financial Group is issuing $2,000,000 of senior unsecured medium-term notes linked to three ETFs: the VanEck Semiconductor ETF (SMH), the Health Care Select Sector SPDR (XLV) and the Financial Select Sector SPDR (XLF). Each security has a $1,000 face amount and an original offering price of $1,000.

The notes pay a 13.00% per annum contingent coupon, credited monthly only if the worst-performing ETF on that month’s calculation day closes at or above 70% of its starting price. If this condition fails, no coupon is paid for that period, and investors could receive no coupons over the full term.

From July 2026 through October 2028, the notes are auto-callable quarterly if the lowest-performing ETF is at or above its starting price, returning principal plus a final coupon. If not called, repayment of principal in January 2029 depends on the worst ETF on the final calculation day. If it is below 70% of its starting price, repayment is reduced in line with that decline, and investors can lose more than 30%, up to their entire investment. The estimated value on the pricing date is $953.70 per security, and all payments depend on Jefferies’ credit.

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Rhea-AI Summary

Jefferies Financial Group Inc. is offering medium-term notes linked to the lowest performing of three State Street SPDR ETFs: Utilities Select Sector (XLU), S&P Regional Banking (KRE) and S&P Biotech (XBI). Each security has a $1,000 face amount, original offering price of $1,000, and a contingent coupon rate of 13.00% per annum, paid monthly only if the lowest performing ETF on the calculation day is at or above its threshold price.

The threshold price for each ETF is set at 70% of its starting price, with starting prices of $42.56 for XLU, $67.61 for KRE and $128.04 for XBI. The notes may be automatically called quarterly from July 2026 through October 2028 if the lowest performing ETF is at or above its starting price, returning face amount plus a final coupon. If not called, principal repayment at maturity in January 2029 depends on the final level of the worst ETF; a close below its threshold results in losses greater than 30%, up to a complete loss of principal.

The estimated value on the pricing date is $953.40 per security, below the issue price, reflecting selling, structuring and hedging costs and the issuer’s internal funding rate. The total offering is $2,147,000, with agent discounts of $23.25 per security. All payments are unsecured and subject to Jefferies’ credit risk, and the securities will not be listed on any exchange.

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Rhea-AI Summary

Jefferies Financial Group Inc. is offering $2,755,000 of senior unsecured autocallable contingent coupon barrier notes due January 28, 2031, linked to the worst-performing of the Nasdaq-100, Russell 2000 and S&P 500 indices.

Investors receive a $38 semiannual contingent coupon per $1,000 note only when the worst-performing index is at or above 60% of its initial level on the observation date. The notes can be automatically called from January 2027 if the worst-performing index is at or above its initial level, returning principal plus any due coupon.

If the notes are not called and the worst-performing index finishes below 60% of its initial level at maturity, repayment of principal is reduced one-for-one with the index decline, with up to 100% of principal at risk, and all payments depend on Jefferies’ credit. The issue price is $1,000 per note, with an estimated value of $957.60 and net proceeds of 98% before expenses.

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Jefferies Financial Group Inc. is issuing $1,863,000 of Senior Leveraged Barrier Notes maturing January 28, 2031. These unsecured notes pay no interest and are linked to the worst performer of the iShares MSCI Emerging Markets ETF and the Russell 2000 Index.

At maturity, investors receive $1,000 per note plus 148% of any positive performance in the worst-performing underlying, full principal back if that underlying is down but not below 60% of its initial value, and 1% loss of principal for each 1% drop beyond that level, up to a total loss. The estimated value on the pricing date is $937.20 per note versus the $1,000 issue price, with Jefferies receiving approximately $1,807,110 in proceeds before expenses. The notes are not listed, may have limited liquidity, and all payments are subject to Jefferies’ credit risk.

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Jefferies Financial Group Inc. is offering $2,000,000 of senior unsecured autocallable barrier notes due January 28, 2030, linked to the worst-performing of the Russell 2000® and S&P 500® indexes. The issue price is $1,000 per Note, with $1,960,000 in proceeds before expenses after a 2.00% underwriting discount.

The Notes can be automatically called each year from January 2027, paying the $1,000 principal plus an annual Call Premium of about 11% (from $110.00 up to $440.00 per Note). If not called, investors receive $1,000 at maturity only if the worst index stays at or above 70% of its initial level.

If the worst-performing index finishes below its 70% Threshold Value, repayment is reduced 1-for-1 with the index decline from its Initial Value, and up to 100% of principal can be lost. The Notes are unsecured, not listed, subject to Jefferies’ credit risk, and their estimated value on the pricing date is $961.40 per Note, below the issue price, reflecting embedded fees, hedging costs and dealer margin.

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Jefferies Financial Group Inc. is offering $3,423,000 of Senior Leveraged Barrier Notes maturing on January 28, 2031. These unsecured notes pay no interest and are linked to the worst performer between the Invesco S&P 500 Equal Weight ETF (RSP) and the Russell 2000 Index (RTY).

At maturity, investors receive $1,000 per note plus 136% of any positive return of the worst-performing underlying. If that underlying finishes between 60% and 100% of its initial level, investors simply receive principal back. If it falls below 60%, repayment is reduced one-for-one with the decline, and investors can lose their entire investment. The notes are not listed, carry issuer credit risk, and were initially valued at $936.70 per $1,000 note due to structuring and distribution costs.

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FAQ

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

StockTitan tracks 733 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 January 29, 2026.