Jefferies Financial Group INC

Market Movers (8-K)

NYSE
Jefferies Financial Group Inc. has successfully completed a public offering of $850 million in 4.500% Senior Notes due 2033, with net proceeds estimated at $843.8 million for general corporate purposes.
Capital raise
NYSE
Jefferies Financial Group Inc. announced the pricing of its public offering of $850,000,000 aggregate principal amount of 4.500% Senior Notes due 2033.
Capital raise
NYSE
Jefferies Financial Group achieved record quarterly net revenues in investment banking and equities, driving a significant increase in net earnings to $226 million.
Better than expected
NYSE
Jefferies Financial Group Inc. has successfully issued $1.1 billion in 5.125% Senior Notes due 2031, with net proceeds intended for general corporate purposes.
Capital raise
NYSE
Jefferies Financial Group shareholders approved an amendment to increase authorized non-voting common stock and re-elected all director nominees at their annual meeting.
NYSE
Jefferies Financial Group reported a significant increase in first-quarter net earnings and revenues, primarily fueled by record investment banking and equities performance.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Jefferies Financial Group Inc. announced a significant increase in net earnings attributable to common shareholders for the second quarter of fiscal year 2026, driven by robust performance in its Investment Banking and Capital Markets segment.
Better than expected
Capital raise
NYSE
Jefferies Financial Group Inc. reported a significant increase in net earnings attributable to common shareholders for the first quarter ended February 28, 2026, driven by robust performance in investment banking and equities.
Better than expected
NYSE
Jefferies Financial Group Inc. reports a significant increase in Q3 2025 net earnings, driven by strong investment banking and equities performance, alongside an expanded strategic alliance with SMBC Group.
Capital raise
Better than expected
NYSE
Jefferies Financial Group Inc. reported a substantial decrease in net earnings for both the three and six months ended May 31, 2025, primarily due to higher non-compensation expenses and a challenging market environment, despite gains in advisory and equities businesses.
Worse than expected
Capital raise
Delay expected
NYSE
Jefferies Financial Group's Q1 2025 net revenues decreased by 8.4% year-over-year, with strong investment banking performance partially offset by weaker asset management results.
Worse than expected
NYSE
Jefferies Financial Group Inc. announced a significant increase in net revenues and earnings for the third quarter of 2024, primarily driven by strong performance in investment banking.
Better than expected

Annual Reports (10-K)

NYSE
Jefferies Financial Group Inc. reported a 5.7% decline in net earnings attributable to common shareholders for fiscal year 2025, despite record advisory and equities revenues.
Worse than expected
Capital raise
NYSE
Jefferies Financial Group's 2024 annual report reveals a significant increase in net revenues and earnings, driven by strong performance in investment banking and equities.
Better than expected
NYSE
Jefferies Financial Group's 10-K filing outlines the company's registered securities, governance structure, and financial obligations.

Insider Trading (Form 4)

NYSE
Sumitomo Mitsui Financial Group, Inc. reported changes in beneficial ownership of Jefferies Financial Group Inc. common stock on July 15, 2026.
NYSE
Sumitomo Mitsui Financial Group, Inc. reported changes in beneficial ownership of Jefferies Financial Group Inc. common stock on July 10, 2026.
NYSE
Sumitomo Mitsui Financial Group reports the automatic conversion of Series B Preferred Shares into Non-Voting Common Stock.
NYSE
Sumitomo Mitsui Financial Group, Inc. has amended its SEC filing to reflect the final adjusted purchase price for its stake in Jefferies Financial Group Inc.
NYSE
CEO Richard Handler acquired over 97,000 shares through dividend reinvestment while maintaining a direct stake of over 12.5 million shares.
NYSE
Jefferies Financial Group President Brian Friedman disclosed a forfeiture of performance shares and an acquisition of deferred shares.

Proxy Statements (Def-14A)

NYSE
Jefferies Financial Group reports solid 2025 performance, driven by a strong second half and expanded strategic alliance with SMBC Group, ahead of its 2026 Annual Meeting.
Capital raise
NYSE
Jefferies Financial Group Inc. has amended its Certificate of Incorporation to establish 17,500 Series B-1 Non-Voting Convertible Preferred Shares, requiring shareholder approval for related non-voting common stock authorization.
Capital raise
NYSE
Jefferies Financial Group and Sumitomo Mitsui Banking Corporation significantly expand their global strategic alliance, increasing SMBC's equity ownership to 20% and providing $2.5 billion in new credit facilities.
Delay expected
Capital raise
NYSE
Jefferies Financial Group Inc. has filed a definitive proxy statement with the SEC.
NYSE
Jefferies Financial Group's fiscal year 2024 saw significant revenue and earnings growth, fueled by strategic hiring and a strengthened alliance with SMBC Group.
Better than expected

Institutional Holdings (13F)

NYSE
Jefferies Financial Group Inc. has filed its Form 13F-HR, revealing institutional investment holdings totaling over $21.18 billion as of September 30, 2025.
NYSE
Jefferies Financial Group Inc. reported its institutional investment holdings for the quarter ended June 30, 2025, totaling over $11.89 billion across 1,244 positions.
NYSE
Jefferies Financial Group's latest 13F filing reveals significant holdings and strategic investment positions as of March 31, 2025, with a total portfolio value exceeding $11.3 billion.
NYSE
Jefferies Financial Group's latest 13F filing reveals its holdings as of December 31, 2024, totaling over $16.7 billion across 1,551 positions.
NYSE
Jefferies Financial Group Inc. reports $16.7 billion in managed 13F securities as of December 31, 2024, across 1,552 positions.
NYSE
Jefferies Financial Group reported managing over $13.98 billion in assets across 1,398 holdings as of September 30, 2024, according to their latest 13F filing.

Schedule 13G - Passive Investments

NYSE
The Vanguard Group has reported zero beneficial ownership in Jefferies Financial Group Inc. common stock following an internal realignment effective January 12, 2026.
NYSE
Jefferies LLC and its parent, Jefferies Financial Group Inc., have reported a combined passive beneficial ownership of 3.8% in AdaptHealth Corp., primarily through common stock and exercisable call options.