JEF Jefferies Financial Group Inc.

NEUTRAL Impact: 4/10 424B5
Horizon immediate Filed Apr 2, 2026 Processed 2mo ago SEC 0001140361-26-012917
Notable filing: 424B5
Latest settled — T+20d ⚠ clustered
JEF ▲ +15.73% at T+20d
NEUTRAL call ✓ call won +15.73% · α vs SPY +5.85% · entry $41.67 → $48.22
Next anchor: T+60d in 20d
Currently $59.03 · +41.67% from $41.67 entry
Entry anchored
Apr 2, 10:45 AM ET
via Databento tick
T+1d
+0.74%
call +0.74% · α +0.27%
$41.98
settled 2mo ago
T+5d
+9.34%
call +9.34% · α +5.72%
$45.56
settled 2mo ago
T+20d
+15.73%
call +15.73% · α +5.85%
$48.22
settled 6w ago
T+60d
call — · α —
in 20d

Price Chart

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Executive Summary

Jefferies Financial Group Inc. is issuing $[●] in senior unsecured autocallable notes linked to the worst-performing of the Nasdaq-100, Russell 2000, and EURO STOXX 50 indices. The notes offer contingent coupon payments of $10.42 monthly if the worst-performing index stays above 75% of its initial value, with automatic redemption if any index reaches 100% of its initial value. This offering follows strong Q1 2026 earnings, suggesting capital raising during favorable market conditions.

Actionable Insight

Monitor the final offering size and pricing, as this capital raise following strong earnings could signal confidence in future opportunities. The structured note design transfers market risk to investors while providing Jefferies with capital. Watch for potential dilution effects if proceeds fund share buybacks or acquisitions.

Key Facts

  • Jefferies is issuing senior unsecured autocallable contingent coupon barrier notes with an aggregate principal amount of $[●]
  • Notes mature on April 30, 2032, with a stated principal amount of $1,000 per note
  • Notes are linked to the worst-performing of three indices: Nasdaq-100, Russell 2000, and EURO STOXX 50
  • Contingent coupon payments of $10.42 monthly if the worst-performing index stays above 75% of its initial value
  • Notes are automatically called if any index reaches 100% of its initial value
  • At maturity, investors receive full principal only if the worst-performing index is at or above 75% of its initial value, otherwise face 1-to-1 downside exposure
  • Estimated value on pricing date is approximately $937.00 per note
  • Proceeds will be used for general corporate purposes
  • This offering follows Jefferies' strong Q1 2026 earnings announcement with $155.7M net earnings and 45% investment banking revenue growth

Financial Impact

Raises capital for general corporate purposes; exact offering size undisclosed

debtliquidity

Risk Factors

  • Investors face principal loss if the worst-performing index falls below 75% of initial value at maturity
  • Jefferies' credit risk as issuer of unsecured notes
  • Liquidity risk as notes are not exchange-listed and secondary market may be limited
  • Conflict of interest as Jefferies LLC acts as agent and Jefferies Financial Services is calculation agent

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
424B5 Filing (Primary)0001140361-26-012917
Document: 0001140361-26-012917-index-headers.html0001140361-26-012917
Document: 0001140361-26-012917-index.html0001140361-26-012917
Document: 0001140361-26-012917.txt0001140361-26-012917
17 reports for JEF
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for JEF — sortable, filterable
Type Now
May 11, 2026
29d ago
424B5
NEUTRAL ★ 3/10
$52.25 $51.85▼ −0.76%▼ −0.84%$59.03 (+12.98%)
May 11, 2026
29d ago
S-3ASR
NEUTRAL ★ 4/10
$52.25 $51.85▼ −0.76%▼ −0.84%$59.03 (+12.98%)
May 1, 2026
5w ago
Insider Cluster
BULLISH ★ 8/10
$49.26 $52.80▲ +7.19%▲ +4.84%$59.03 (+19.84%)
Apr 30, 2026
5w ago
424B5
NEUTRAL ★ 3/10
$48.11 $51.28▲ +6.59%▲ +4.86%$59.03 (+22.71%)
Apr 28, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$47.46 $51.75▲ +9.04%▲ +5.93%$59.03 (+24.39%)
Apr 21, 2026
7w ago
424B5
NEUTRAL ★ 4/10
$47.01 $47.89▲ +1.88%▲ +1.82%$59.03 (+25.58%)
Apr 8, 2026
8w ago
424B5
NEUTRAL ★ 4/10
$43.73 $46.65▲ +6.68%▲ +3.16%$59.03 (+35.00%)
Apr 3, 2026
9w ago
424B5
NEUTRAL ★ 5/10
$41.98 $46.17▲ +9.98%▲ +5.85%$59.03 (+40.62%)
Apr 2, 2026
9w ago
424B5
NEUTRAL ★ 4/10
$41.67 $45.56▲ +9.34%▲ +5.72%$59.03 (+41.67%)
Apr 2, 2026
9w ago
424B5
NEUTRAL ★ 4/10
$41.67 $45.56▲ +9.34%▲ +5.72%$59.03 (+41.67%)
Showing 10 of 17

US Market Status

Market Closed — Opens Thu (9h 46m)

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