JEF Jefferies Financial Group Inc.

NEUTRAL Impact: 4/10 424B5
Horizon immediate Filed Apr 8, 2026 Processed 1mo ago SEC 0001140361-26-013778
Notable filing: 424B5
Latest settled — T+20d
JEF ▲ +14.48% at T+20d
NEUTRAL call ✓ call won +14.48% · α vs SPY +5.94% · entry $43.73 → $50.06
Next anchor: T+60d in 6w
Currently $51.60 · +18.00% from $43.73 entry
Entry anchored
Apr 8, 10:25 AM ET
via Databento tick
T+1d
+3.16%
call +3.16% · α +2.59%
$45.11
settled 6w ago
T+5d
+6.68%
call +6.68% · α +3.16%
$46.65
settled 5w ago
T+20d
+14.48%
call +14.48% · α +5.94%
$50.06
settled 14d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Jefferies Financial Group issued $6.3 million in senior unsecured autocallable notes linked to the worst-performing of the Nasdaq-100, Russell 2000, and S&P 500 indices. The offering proceeds will be used for general corporate purposes. This follows strong Q1 2026 earnings, suggesting the capital raise may be opportunistic rather than distress-driven.

Actionable Insight

Monitor the performance of the Nasdaq-100, Russell 2000, and S&P 500 indices as the notes' returns depend on the worst-performing index. The recent strong earnings suggest this is an opportunistic capital raise rather than a distress signal, but the small size indicates limited strategic significance.

Key Facts

  • Jefferies issued $6,335,000 in senior unsecured autocallable notes due April 10, 2031
  • Notes are linked to the worst-performing of the Nasdaq-100, Russell 2000, and S&P 500 indices
  • Notes feature contingent monthly coupons of $10.54 per note if the worst-performing index is above 65% of its initial value
  • Notes are autocallable quarterly starting October 2026 if the worst-performing index reaches 100% of its initial value
  • At maturity, investors receive full principal if the worst-performing index is above 55% of its initial value, otherwise face 1-to-1 downside exposure
  • Proceeds of $6.3 million are for general corporate purposes
  • Recent Q1 2026 earnings showed strong performance with $156M net earnings and 10.9% return on equity

Financial Impact

Raises $6.3 million in capital through structured notes issuance

debtdilution

Risk Factors

  • Notes expose investors to 1-to-1 downside risk if the worst-performing index falls below 55% of its initial value
  • Jefferies' credit risk as the notes are unsecured obligations
  • Potential for early redemption if indices perform well, limiting investment duration

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
424B5 Filing (Primary)0001140361-26-013778
Exhibit: exfilingfees.htm0001140361-26-013778
Document: 0001140361-26-013778-index-headers.html0001140361-26-013778
Document: 0001140361-26-013778-index.html0001140361-26-013778
Document: 0001140361-26-013778.txt0001140361-26-013778
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
9d ago
424B5
NEUTRAL ★ 3/10
$52.25 $51.85▼ −0.76%▼ −0.84%$51.60 (−1.24%)
May 11, 2026
9d ago
S-3ASR
NEUTRAL ★ 4/10
$52.25 $51.85▼ −0.76%▼ −0.84%$51.60 (−1.24%)
May 1, 2026
19d ago
Insider Cluster
BULLISH ★ 8/10
$49.26 $52.80▲ +7.19%▲ +4.84%$51.60 (+4.76%)
Apr 30, 2026
20d ago
424B5
NEUTRAL ★ 3/10
awaiting T+5
Apr 28, 2026
22d ago
8-K
NEUTRAL ★ 4/10
awaiting T+5
Apr 21, 2026
29d ago
424B5
NEUTRAL ★ 4/10
$47.01 $47.89▲ +1.88%▲ +1.82%$51.60 (+9.77%)
Apr 8, 2026
6w ago
424B5
NEUTRAL ★ 4/10
$43.73 $46.65▲ +6.68%▲ +3.16%$51.60 (+18.00%)
Apr 3, 2026
6w ago
424B5
NEUTRAL ★ 5/10
$41.98 $46.17▲ +9.98%▲ +5.85%$51.60 (+22.92%)
Apr 2, 2026
6w ago
424B5
NEUTRAL ★ 4/10
$41.67 $45.56▲ +9.34%▲ +5.72%$51.60 (+23.84%)
Apr 2, 2026
6w ago
424B5
NEUTRAL ★ 4/10
$41.67 $45.56▲ +9.34%▲ +5.72%$51.60 (+23.84%)
Showing 10 of 17

US Market Status

Market Closed — Opens Thu (< 1m)

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