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.
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Jefferies Financial Group Inc. (ticker: JEF) is offering Senior Capped Buffered Leveraged Notes due July 18, 2028 linked to the iShares庐 Bitcoin Trust ETF (IBIT). The notes are unsecured senior obligations issued under the company鈥檚 Series A Global MTN program and will be sold at $1,000 per note.
Key economic terms
- Participation Rate: 200 % of any positive ETF performance.
- Maximum Payment at Maturity: $1,900 (190 % of principal).
- Buffer: First 20 % decline (Underlying Return to 鈥�20 %) is absorbed; beyond that, investors lose 1 % of principal for each additional 1 % drop, with maximum loss of 80 % (payment floor $200).
- No interim interest coupons.
- Pricing Date: July 15, 2025; Issue Date: July 18, 2025; Valuation Date: July 13, 2028; Maturity: July 18, 2028.
- Estimated value on the Pricing Date: 鈮� $945 (卤 $30), reflecting upfront selling/hedging costs.
- Adjustment Factor initially 1.0; subject to standard ETF antidilution provisions.
- Notes will not be listed; Jefferies LLC may make a market but is not obligated.
Credit & distribution details
- Senior unsecured obligations ranking pari-passu with other senior debt.
- All payments subject to Jefferies Financial Group Inc. credit risk; no collateral.
- Jefferies LLC (a FINRA member and affiliate) acts as agent; dealer concessions up to 1.10 % ($11 per note). Offering conducted under FINRA Rule 5121 (conflict of interest).
- CUSIP/ISIN: 47233YKJ3 / US47233YKJ37.
Recent company developments (fiscal Q2 2025, three months ended May 31, 2025)
- Investment Banking net revenues: $766 million.
- Capital Markets net revenues: $704 million.
- Asset Management net revenues: $155 million.
- Income before income taxes: $135 million.
- Net income: $88 million (effective tax rate 32.3 %).
For the six-month period ended May 31 2025, Jefferies reported Investment Banking revenue of $1.47 billion, Capital Markets revenue of $1.40 billion, Asset Management revenue of $346 million, income before taxes of $286 million, and net income of $216 million (20.2 % tax rate). Figures are preliminary and unaudited.
Principal risks highlighted
- Market risk: Exposure to bitcoin price volatility via IBIT; appreciation capped at 90 % (due to $1,900 cap).
- Downside risk: Up to 80 % principal loss if IBIT falls more than 20 %.
- Credit risk: Payments dependent on Jefferies鈥� ability to pay.
- Liquidity risk: No exchange listing; secondary market, if any, may be limited and at prices below estimated value.
- Valuation risk: Estimated value is lower than issue price; includes built-in fees and hedging costs.
- Digital-asset鈥搒pecific risks: Security, fraud/manipulation, regulatory uncertainty, custody and concentration risks inherent to bitcoin.
- Tax uncertainty: Possible application of constructive-ownership rules; IRS considering guidance that could alter taxation.
Investor profile: Suitable only for investors comfortable with bitcoin-linked volatility, Jefferies鈥� credit exposure, a capped upside, potential 80 % principal loss, lack of income, and limited liquidity.
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