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.
Adamany Linda reported acquisition or exercise transactions in this Form 4 filing.
Jefferies Financial Group director Linda Adamany received a grant of 5,461 shares of common stock under the company’s Equity Compensation Plan. The shares were valued at $40.28 per share for reporting purposes. After this award, she directly holds 84,759 shares of Jefferies common stock.
Jefferies Financial Group Inc. is offering senior autocallable contingent coupon barrier notes due March 31, 2031. The notes are linked to the worst-performing of the Dow Jones Industrial Average, the Russell 2000 and the S&P 500.
The Issue Price and Stated Principal Amount are $1,000 per Note. The notes pay a contingent quarterly coupon of $22.50 if the Worst-Performing Underlying meets a 70% Coupon Barrier on each Coupon Observation Date and may be automatically called if the Worst-Performing Underlying is at or above 100% of its Initial Value on a Call Observation Date. At maturity, if the Worst-Performing Underlying is below a 55% Threshold Value, investors face 1-to-1 downside to losses; all payments are subject to the issuer’s credit risk. Jefferies estimates an initial value of approximately $959.70 per Note on the Pricing Date.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due March 31, 2031 linked to the worst-performing of the Dow Jones Industrial Average, the Russell 2000 and the S&P 500. The notes pay quarterly contingent coupons of $26.25 when the worst-performing underlying is at or above its coupon barrier and are autocallable beginning approximately one year after pricing. At maturity, holders receive the stated principal of $1,000 if the worst-performing underlying is at or above its threshold; otherwise payoff provides 1-for-1 downside exposure to declines below the initial value, potentially resulting in total loss of principal. All payments are subject to Jefferies' credit risk. The issue price is $1,000 per note and the issuer estimates the note value on pricing at approximately $980.10. Terms, observation and payment dates and model assumptions are set forth in the pricing supplement and accompanying product supplement, prospectus supplement and prospectus.
The Vanguard Group filed Amendment No. 11 to a Schedule 13G/A for Jefferies Financial Group Inc. The filing states that following an internal realignment on January 12, 2026, certain Vanguard subsidiaries will report holdings separately and Vanguard reports 0% beneficial ownership of Jefferies common stock in this amendment. The filing lists amount beneficially owned: 0 and shows no voting or dispositive power. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Jefferies Financial Group Inc. is offering Senior Autocallable Barrier Notes due April 22, 2031 linked to the worst-performing of the iShares® MSCI Emerging Markets ETF (EEM) and the EURO STOXX 50® Index (SX5E). Each Note has a Stated Principal Amount $1,000 and an Issue Price $1,000. Jefferies estimates an initial value of approximately $957.50 per Note.
The Notes are autocallable on semi-annual Call Observation Dates beginning April 19, 2027; scheduled Call Premiums imply about 17.50% per annum in reflected returns on early calls. At maturity (if not called), holders receive the Stated Principal Amount if the Final Value of the Worst-Performing Underlying is ≥ 75% of its Initial Value (the Threshold). If the Final Value is below the Threshold, the Payment at Maturity declines 1-to-1 with the underlying, exposing investors to up to 100% principal loss. All payments are subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due April 22, 2031 linked to the worst-performing of the Dow Jones Industrial Average®, the Russell 2000® Index and the S&P 500® Index. Each Note has a Stated Principal Amount of $1,000 and an Issue Price equal to $1,000 per Note. The Notes pay a quarterly contingent coupon of $28.13 if the Worst-Performing Underlying’s Observation Value is at or above its Coupon Barrier (set at 70% of its Initial Value). The Notes are autocallable beginning on Call Observation Dates if the Worst-Performing Underlying is at or above its Call Value (100% of Initial Value); called Notes pay the Stated Principal plus any contingent coupon then due. At maturity, if the Final Value of the Worst-Performing Underlying is at or above its Threshold Value (55% of Initial Value) you receive the Stated Principal; if below, you incur 1:1 downside to the Worst-Performing Underlying and may lose some or all principal. All payments are subject to the issuer’s credit risk; Jefferies estimates the Notes’ value on the Pricing Date at approximately $978.40 per Note.
Jefferies Financial Group Inc. is offering Senior Autocallable Barrier Notes due April 22, 2031 linked to the worst-performing of the iShares® MSCI Emerging Markets ETF (EEM) and the EURO STOXX 50® Index (SX5E). Each Note has a $1,000 Stated Principal Amount and an Issue Price equal to $1,000 per Note. The Notes are autocallable on semi-annual Call Observation Dates beginning approximately one year after pricing; if the Observation Value of the Worst-Performing Underlying is at or above its Call Value on a Call Observation Date, holders receive the Stated Principal Amount plus the applicable Call Premium.
If not called, at maturity on April 22, 2031 payment depends on the Final Value of the Worst-Performing Underlying: if Final Value ≥ the Threshold Value you receive the Stated Principal Amount; if Final Value < the Threshold Value you suffer 1-to-1 downside from the Initial Value (up to a total loss). The pricing supplement states Call Values equal to 95% of Initial Value and Threshold Values equal to 75% of Initial Value. Call Premiums are listed per Call Observation Date and reflect an approximate return of 15.50% per annum; example Call Payments range from $1,155.00 up to $1,775.00 per Note. Jefferies estimates the Note value on the Pricing Date at approximately $937.90 per Note.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due April 22, 2031 linked to the worst-performing of the Dow Jones Industrial Average, the Russell 2000 and the S&P 500. Each Note has a Stated Principal Amount of $1,000 and an Issue Price of $1,000. The Notes pay a contingent quarterly coupon of $24.38 if the Observation Value of the Worst-Performing Underlying is at or above its Coupon Barrier (70% of Initial Value) on a Coupon Observation Date, and are autocallable if that Worst-Performing Underlying is at or above its Call Value (100% of Initial Value) on a Call Observation Date.
If not called, at maturity you receive $1,000 if the Final Value of the Worst-Performing Underlying is at or above its Threshold Value (55% of Initial Value); if below, you suffer 1-for-1 downside on the Worst-Performing Underlying and may lose up to the entire principal. Jefferies estimates an initial indicative value of approximately $958.20 per Note. All payments are subject to Jefferies' credit risk and the offering documents include extensive model, market, liquidity and tax risk disclosures.
Jefferies Financial Group Inc. reported strong first quarter 2026 results, with total net revenues of $2,017,130 thousand, up from $1,593,019 thousand a year earlier, and net earnings attributable to common shareholders of $155,700 thousand versus $127,793 thousand. Diluted earnings per common share from continuing operations rose to $0.70 from $0.57, and return on adjusted tangible shareholders' equity increased to 10.9% from 8.0%. Investment banking net revenues were $1,017,293 thousand and capital markets net revenues were $778,756 thousand, both higher than the prior year quarter, with record first quarter performance in advisory, underwriting and equities. Asset management net revenues grew to $220,262 thousand, helped by significantly better investment returns. Results include a non‑cash, after‑tax goodwill write‑down of about $36 million related to Tessellis and losses of $17 million related to Market Financial Solutions and First Brands, though direct exposure to First Brands is now zero. The Board declared a quarterly dividend of $0.40 per common share and reported repurchasing 3.0 million shares for $174 million, while restoring share buyback authorization to $250 million. Book value per common share was $51.91, and adjusted tangible book value per fully diluted share was $34.24 as of February 28, 2026.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due April 7, 2032, linked to the worst-performing of the Dow Jones Industrial Average, the Russell 2000 and the S&P 500. Each Note has a $1,000 stated principal amount and an Issue Price of $1,000 per Note. The Notes pay a quarterly contingent coupon of $33.13 if the Observation Value of the Worst-Performing Underlying on a Coupon Observation Date is at or above its Coupon Barrier (75% of the Initial Value). The Notes are autocallable beginning on the first Call Observation Date (approximately one year after pricing) if the Worst-Performing Underlying is at or above 100% of its Initial Value; called Notes pay principal plus any contingent coupon then due. At maturity, if the Final Value of the Worst-Performing Underlying is at or above 75% of its Initial Value you receive the Stated Principal Amount; if below 75% you suffer 1:1 downside exposure and may lose up to 100% of principal. All payments are subject to Jefferies’ credit risk. The estimated value on the Pricing Date was approximately $975.20 per Note.