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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 leveraged barrier notes due January 28, 2031, linked to the worst-performing of the iShares MSCI Emerging Markets ETF (EEM) and the Russell 2000 Index (RTY). The Notes pay no interest. At maturity, if the worst-performing underlying is above its initial value, holders receive principal plus 148% of that upside. If it is flat or down but not below 60% of its initial value (the Threshold Value), investors receive only their principal back. If it finishes below the 60% threshold, repayment is reduced one-for-one with the decline, and investors can lose up to 100% of principal.

The estimated value on the pricing date is expected to be about $937.20 per $1,000 note, reflecting structuring, hedging and selling costs. The Notes are not listed, may trade at a discount, and all payments depend on Jefferies’ credit. The structure embeds equity, small-cap, emerging-market, currency and tax risks outlined in the risk and tax sections.

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Rhea-AI Summary

Jefferies Financial Group Inc. is offering senior unsecured leveraged barrier notes maturing January 28, 2031, linked to the worst-performing of the Invesco S&P 500® Equal Weight ETF (RSP) and the Russell 2000® Index (RTY). The notes pay no interest and are issued in $1,000 denominations, with an estimated initial value of approximately $940.30 per note.

At maturity, if the worst-performing underlying is above its initial value, investors receive principal plus 136% of that upside. If it is at or below its initial value but at or above 60% of its initial value, investors receive only the $1,000 principal. If it finishes below 60% of its initial value, repayment is reduced 1% for each 1% decline, and investors can lose their entire investment. Payments depend on Jefferies’ credit, there is no listing, secondary liquidity may be limited, and the tax treatment is complex and uncertain.

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Rhea-AI Summary

Jefferies Financial Group Inc. is offering senior unsecured fixed-rate notes that pay 5.00% annual interest, with semi-annual payments each January and July starting July 31, 2026. The notes are scheduled to mature on January 31, 2032, but Jefferies can redeem them, in whole or in part, on the last calendar day of each January and July from January 31, 2027 through July 31, 2031 at 100% of principal plus accrued interest.

Interest is calculated on a 30/360 (ISDA) day-count basis. The notes will be issued in book-entry form in U.S. dollars, will not be listed on any securities exchange, and secondary market liquidity may be limited. Proceeds are intended for general corporate purposes. All payments are subject to Jefferies’ credit risk, and early redemption could force investors to reinvest at lower rates.

Jefferies LLC, a wholly owned subsidiary, will act as agent and may also act as principal, with the offering conducted under FINRA Rule 5121 due to the conflict of interest. An initial temporary upward valuation adjustment will appear on Jefferies account statements and amortize to zero over time.

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Jefferies Financial Group Inc. is offering senior fixed-rate 15-year callable notes due January 31, 2041. The notes pay a fixed 6.00% annual interest rate from the original issue date of January 30, 2026 to, but excluding, maturity, with interest paid semi-annually on the last calendar day of January and July, starting July 31, 2026.

Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on the last calendar day of January and July, from January 31, 2027 through July 31, 2040, on at least 5 business days’ notice. The notes are senior unsecured obligations ranking equally with Jefferies’ other senior unsecured debt.

The notes will not be listed on any securities exchange, so liquidity may be limited. Jefferies LLC, an affiliate and FINRA member, acts as agent and may be deemed an underwriter, and the use of proceeds is for general corporate purposes. All payments are subject to Jefferies’ credit risk, and the pricing supplement highlights structure, market, liquidity and tax risks for investors.

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Jefferies Financial Group Inc. is offering senior unsecured fixed-rate 30-year step-up callable notes due January 30, 2056. The notes pay interest annually at 6.00% from the original issue date on January 30, 2026 to, but excluding, January 30, 2036, and 7.00% from January 30, 2036 to, but excluding, the maturity date.

Jefferies may, at its option, redeem the notes in whole or in part at 100% of principal plus accrued interest on each January 30 from 2036 through 2055, after giving at least five business days’ notice. All payments are subject to the credit risk of Jefferies Financial Group Inc.

The notes will be issued in U.S. dollars in book-entry form through DTC, will not be listed on any securities exchange, and secondary market liquidity may be limited. Initial secondary prices are expected to reflect underwriting compensation and hedging-related amounts, with a temporary upward valuation adjustment that declines to zero over an initial period. Net proceeds are intended for general corporate purposes.

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Rhea-AI Summary

Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes maturing on January 28, 2031, issued at $1,000 per Note under its medium-term note program. The Notes are linked to the worst-performing of the Nasdaq-100 Index, Russell 2000 Index and S&P 500 Index, so all payments depend on the weakest index, not an average.

Investors may receive a contingent coupon of $38 per Note semiannually if, on a Coupon Observation Date, the worst-performing index is at or above 60% of its initial level. The Notes are subject to automatic call starting in 2027 if the worst-performing index is at or above 100% of its initial level, in which case holders 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 60% of its initial level, holders receive their $1,000 principal per Note (plus any final coupon, if due). If it is below 60%, repayment is reduced on a 1-to-1 basis with index loss, up to a total loss of principal. The estimated value on the pricing date is approximately $957.60 per Note, reflecting issuance, structuring and hedging costs. All payments are subject to Jefferies’ credit risk and the Notes will not be listed on any exchange.

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Jefferies Financial Group Inc. is offering $11,789,000 of Senior Fixed Rate 6 Year Callable Notes due January 20, 2032. The notes pay fixed interest of 5.00% per year from January 20, 2026 to, but excluding, January 20, 2032, with interest paid semi-annually each January 20 and July 20.

Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on any optional redemption date starting January 20, 2027 through July 20, 2031, which could shorten the investment period and force reinvestment at lower rates. The notes are senior unsecured obligations ranking equally with Jefferies’ other senior unsecured debt, and all payments depend on the company’s credit. Before expenses, Jefferies expects proceeds of $11,730,055 after underwriting discounts.

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Jefferies Financial Group Inc. is offering $4,163,000 of senior fixed rate 30-year callable notes due January 20, 2056. The notes pay fixed interest of 6.25% per year from January 20, 2026 to, but excluding, maturity, with interest paid semi-annually on January 20 and July 20, starting July 20, 2026, using a 30/360 (ISDA) day-count convention.

Jefferies may redeem the notes, in whole or in part, at 100% of principal plus accrued interest on any January 20 or July 20 from January 20, 2031 through July 20, 2055, which could end interest payments earlier than the stated maturity. The notes are senior unsecured obligations ranking equally with Jefferies’ other senior unsecured debt, will not be listed on any exchange, and may have limited secondary market liquidity.

The public offering price is 100% of principal ($1,000 per note), with underwriting discounts and commissions of 2.00%, providing Jefferies approximately $4,079,740 in gross proceeds before expenses for general corporate purposes.

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Jefferies Financial Group Inc. is issuing $4,311,000 of Senior Fixed Rate 15 Year Callable Notes due January 20, 2041. The notes pay a fixed 6.00% annual interest rate, with interest accruing from January 20, 2026 and paid each January 20, starting in 2027.

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 January 20 each year from 2027 through 2040. The notes are senior unsecured obligations ranking equally with Jefferies’ other senior unsecured debt.

The public offering price is 100% of principal, with underwriting discounts and commissions of 1.50%, resulting in $4,246,335 in proceeds to Jefferies before expenses. Key risks highlighted include call risk, potential price declines in the secondary market, limited liquidity, and full exposure to Jefferies’ credit risk.

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Jefferies Financial Group Inc. director and CEO Richard B. Handler reported internal transfers of company common stock among entities associated with him. On 01/14/2026, an LLC managed by him and his trusts reported a gift of 124,526 shares, with related entities receiving 2,105 shares into a 2012 trust and 122,421 shares into Handler’s direct ownership, all coded as gifts at $0 per share. A footnote explains these movements were tax-planning transfers within his ownership structure and result in no increases or decreases to his overall beneficial holdings in Jefferies Financial Group Inc. The filing also lists existing indirect holdings across multiple trusts, LLCs, and a profit-sharing plan.

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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 21, 2026.