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 offering senior, unsecured Senior Barrier Digital Return Notes due November 19, 2027 linked to the worst-performing of the S&P 500® and Russell 2000®. Each Note has a $1,000 stated principal amount and will pay no interest.
At maturity you receive a $1,179.00 digital payment if the worst-performing underlying’s final value is at least 80% of its initial value; otherwise you incur a dollar-for-dollar loss equal to the underlying decline, potentially losing up to 100% of principal. All payments are subject to Jefferies' credit risk. Pricing date: May 15, 2026; expected issue date: May 20, 2026; valuation date: November 16, 2027.
Jefferies Financial Group Inc. priced a preliminary offering of Senior Barrier Digital Return Notes due May 19, 2028 linked to the worst-performing of the S&P 500® and Russell 2000® indices.
The notes have a Stated Principal Amount of $1,000 per note and pay no interest. At maturity you will receive a Digital Payment of $1,208.00 if the Final Value of the Worst-Performing Underlying is at least 80% of its Initial Value; otherwise the payment falls pari passu with the underlying loss (1% loss of principal per 1% decline), exposing holders to up to a 100% loss. Key dates include a Pricing Date of May 15, 2026, Original Issue Date of May 20, 2026, Valuation Date of May 16, 2028 (subject to postponement), and Maturity Date of May 19, 2028. All payments are subject to Jefferies’ credit risk and the notes are senior unsecured obligations.
Jefferies Financial Group Inc. is offering Senior Autocallable Leveraged Barrier Notes due May 18, 2029 linked to the worst-performing of the S&P 500® Index and the SPDR® S&P® MidCap 400® ETF (MDY). The Notes have a $1,000 stated principal amount, issue price of $1,000 and pay no interest. The Notes are automatically called if both underlyings are at or above their call values on the Call Observation Date (May 17, 2027), in which case holders receive a Call Payment of $1,172.50. At maturity, holders receive the stated principal plus 125.00% participation in upside of the Worst-Performing Underlying if it appreciated; if the Worst-Performing Underlying is below its Threshold Value (70% of initial), holders suffer dollar-for-dollar losses (up to 100%). All payments are unsecured and subject to Jefferies credit risk. The pricing-date estimated value was approximately $974.60 per Note; use of proceeds is general corporate purposes.
Jefferies Financial Group Inc. is offering Senior Autocallable Leveraged Barrier Notes due May 18, 2029, linked to the worst-performing of the S&P 500® Index and the State Street® SPDR® S&P® MidCap 400® ETF Trust. The Issue Price and Stated Principal Amount are $1,000 per Note. The Notes pay no interest, carry issuer credit risk, and may be automatically called if both underlyings meet their Call Values on the Call Observation Date (May 17, 2027), in which case investors would receive the Call Payment of $1,137.00 per Note. At maturity the Notes pay either the Stated Principal, an upside at a 125.00% Participation Rate if the Worst-Performing Underlying appreciated, or a dollar-for-dollar loss if the Worst-Performing Underlying falls below its Threshold Value (70% of Initial Value), exposing investors to up to 100% principal loss. Estimated value on pricing date: approximately $955.00 per Note. All payments are unsecured and subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. priced senior autocallable contingent‑coupon barrier notes due May 4, 2032. The notes link to the worst‑performing common stock of BANC, FHN and HBAN, pay quarterly contingent coupons of $41.88 per note (with memory) if the worst‑performing underlying is at or above a 70% coupon barrier, are autocallable when the worst performer is at or above 100% of its initial value, and return principal at maturity only if the worst performer is at or above 60% of its initial value. Issue price is $1,000 per note; estimated initial value was approximately $930.60. All payments are subject to Jefferies’ credit risk; notes are senior unsecured and not listed.
Jefferies Financial Group Inc. reported an insider transaction involving its strategic partner Sumitomo Mitsui Financial Group, Inc. via its subsidiary Sumitomo Mitsui Banking Corporation (SMBC). SMBC exercised its contractual exchange right to receive 9,247,081 shares of non-voting common stock.
The filing also shows a corresponding change in SMBC’s indirect common stock position, with 9,247,081 shares of common stock reported with zero shares outstanding after the transaction, reflecting the exchange mechanics under the Amended and Restated Exchange Agreement.
SMBC’s exchange right, linked to a business alliance, covers up to an aggregate 14,132,500 shares of common stock and is scheduled to expire on September 19, 2026 (subject to extension by mutual agreement). The securities are held directly by SMBC, and the reporting person disclaims beneficial ownership except for its pecuniary interest.
Jefferies Financial Group Inc. has issued and sold $1,100,000,000 aggregate principal amount of 5.125% Senior Notes due 2031. The notes were sold to underwriters led by Jefferies LLC and SMBC Nikko Securities America under an existing shelf registration on Form S-3.
The transaction closed on April 28, 2026, with the notes issued under an existing indenture and a new supplemental indenture. Jefferies estimates net proceeds of approximately $1,087,053,000 after underwriting discounts and expenses and plans to use these funds for general corporate purposes.
Jefferies Financial Group Inc. is offering $1,100,000,000 aggregate principal amount of 5.125% Senior Notes due April 28, 2031. The Notes bear interest at 5.125% per year, payable semi‑annually beginning October 28, 2026, and are senior unsecured obligations ranking equally with other senior unsecured debt. The issuer expects to apply to list the Notes on the NYSE and intends to use net proceeds for general corporate purposes. The offering price was 99.223% with an underwriting discount of 0.350%, estimated net proceeds of approximately $1,087,053,000, and settlement on a T+3 basis.
Jefferies Financial Group Inc. has priced a public offering of $1.1 billion aggregate principal amount of 5.125% Senior Notes due 2031. The Notes carry an effective yield of 5.304% and are scheduled to mature on April 28, 2031.
The offering is expected to settle on April 28, 2026, subject to customary closing conditions. Jefferies intends to use the net proceeds from this debt issuance for general corporate purposes. The Notes are being offered under an effective shelf registration statement with a related prospectus supplement.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due May 17, 2032 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 $1,000 and an Issue Price $1,000. The Notes pay a quarterly Contingent Coupon Payment of $26.50 when the Worst-Performing Underlying’s Observation Value on a Coupon Observation Date is at or above its Coupon Barrier (70% of Initial Value). The Notes are autocallable if the Worst-Performing Underlying is at or above its Call Value (100% of Initial Value) on any Call Observation Date; called Notes pay the Stated Principal plus any Contingent Coupon then due. At maturity, if the Worst-Performing Underlying’s Final Value is below its Threshold Value (70% of Initial Value), investors suffer 1-for-1 downside to that decline. Jefferies estimates the value on the Pricing Date at approximately $971.50 per Note. All payments are subject to Jefferies’ credit risk and the offering is subject to FINRA Rule 5121 conflict provisions.