Jefferies Financial Group (JEF) SEC Filings, Jan 20-22, 2026

Jefferies Financial Group Inc. is offering senior unsecured autocallable barrier notes due January 28, 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 may be automatically called on annual observation dates starting in 2027 if the worst-performing index is at or above its initial level, paying back principal plus a call premium that reflects a return of approximately 11.00% per annum. If the notes are not called and, at maturity, the worst-performing index is at or above 70% of its initial value, investors receive full principal back; otherwise, repayment is reduced 1-for-1 with the index decline, up to a total loss of principal. The notes are part of Jefferies’ Series A Global Medium-Term Notes program, have an estimated initial value of approximately $958.40 per note, will not be listed on an exchange, and all payments are subject to Jefferies’ credit risk.

Jefferies Financial Group Inc. is offering senior unsecured autocallable contingent coupon barrier notes due January 30, 2032, linked to the worst-performing of the Dow Jones Industrial Average, Invesco S&P 500 Equal Weight ETF, Russell 2000 Index and EURO STOXX 50 Index. Each note has a stated principal amount of $1,000 and pays a quarterly contingent coupon of $22.75 only if the worst-performing underlying on the observation date is at or above 75% of its initial value. The notes are automatically called if, beginning about six months after pricing, the worst-performing underlying is at or above 100% of its initial value on a call observation date, in which case investors receive principal plus any due coupon and the notes terminate early. If not called, at maturity investors receive principal back only if the worst-performing underlying is at or above 60% of its initial value; otherwise, repayment is reduced 1-to-1 with the decline in that underlying, up to a total loss of principal. The estimated value on the pricing date is approximately $947.70 per $1,000 note, they will not be listed on an exchange, and proceeds are for general corporate purposes, with detailed risk, valuation and tax disclosures highlighting credit risk, market volatility, limited liquidity and uncertain tax treatment.

Jefferies Financial Group Inc. is issuing $10,771,000 of senior unsecured autocallable contingent coupon barrier notes due January 22, 2031, linked to the worst-performing of the S&P 500, Russell 2000 and Dow Jones Industrial Average. Each note has a $1,000 stated principal amount and was priced at 100% of face value, while Jefferies estimates the value on the pricing date at $977.90 per note, reflecting structuring and hedging costs.

The notes pay a quarterly contingent coupon of $21.50 per $1,000 note if, on the observation date, the worst-performing index is at or above its coupon barrier (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 its initial level, returning principal plus any due coupon and ending further payments.

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 (55% of its initial level). Below that threshold, repayment is reduced 1-for-1 with the index decline from its initial level, and up to 100% of principal can be lost. The notes are not listed, all payments are subject to Jefferies’ credit risk, and net proceeds of about $10,771,000 are for general corporate purposes.

Jefferies Financial Group Inc. is issuing $6,977,000 of Senior Autocallable Contingent Coupon Barrier Notes due January 22, 2031, linked to the worst-performing of the S&P 500, Russell 2000 and Dow Jones Industrial Average. Each $1,000 note may pay a quarterly contingent coupon of $17.75 if the worst index on the observation date is at or above its coupon barrier, and the notes can be automatically called starting in 2027 if that index is at or above its initial level, 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 principal back; below this threshold, repayment falls one-for-one with index losses and up to 100% of principal can be lost. Jefferies estimates the value at pricing at $957 per $1,000 note, with proceeds before expenses of $6,837,460 after 2% underwriting fees, and all payments depend on Jefferies’ credit.

Jefferies Financial Group Inc. is offering medium-term, market-linked notes tied to three sector ETFs, maturing in January 2029. Each $1,000 security pays a monthly contingent coupon only if the lowest-performing of the Utilities Select Sector SPDR ETF, SPDR S&P Regional Banking ETF, and SPDR S&P Biotech ETF closes at or above 70% of its starting price on the relevant calculation day. The contingent coupon rate will be set on the pricing date at no less than 13.00% per year.

The notes are auto-callable quarterly from July 2026 through October 2028 if the lowest-performing ETF is at or above its starting price, in which case investors receive the $1,000 face amount plus a final coupon and the notes terminate early. If not called, investors receive $1,000 at maturity only if the lowest-performing ETF on the final calculation day is at or above its 70% threshold; otherwise repayment is reduced in line with that ETF’s decline, with losses of more than 30% and up to 100% of principal possible.

The securities are senior unsecured obligations of Jefferies, subject to its credit risk, are not listed on any exchange, and do not provide dividends from the underlying ETFs. The issuer estimates the value on the pricing date at about $949.30 per note, versus an original offering price of $1,000, reflecting structuring, hedging and distribution costs.

Jefferies Financial Group Inc. is offering medium-term, market-linked notes that can be automatically called and pay a contingent monthly coupon tied to the lowest performing of three ETFs: VanEck Semiconductor (SMH), Health Care Select Sector SPDR (XLV) and Financial Select Sector SPDR (XLF). Each note has a $1,000 face amount, with a contingent coupon rate set on the pricing date at no less than 13.00% per annum, paid only if the worst ETF on the monthly calculation day is at or above 70% of its starting price. If on designated quarterly dates from July 2026 to October 2028 the worst ETF is at or above its starting price, the notes are automatically called at $1,000 plus the coupon. If not called, investors receive $1,000 at maturity in January 2029 only if the worst ETF is at or above 70% of its starting price; otherwise, principal is reduced one-for-one with the decline, potentially to zero. The notes are priced at $1,000, with an estimated initial value of about $954.50 and an agent discount of $23.25 per note, and all payments depend on Jefferies’ credit.

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.

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.

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.