JXN · Jackson Financial Inc. - Financials
Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.
Income Statement
| Line item | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.90B | - | $1.42B | ($471.00M) | $3.75B | - | $2.12B | $1.25B | ($322.00M) | - |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - |
| R&D | - | - | - | - | - | - | - | - | - | - |
| SG&A | $299.00M | - | $264.00M | $274.00M | $259.00M | - | $310.00M | $258.00M | $271.00M | - |
| Total Operating Expenses | $735.00M | - | $714.00M | $681.00M | $677.00M | - | $742.00M | $678.00M | $685.00M | - |
| D&A | - | - | - | - | - | - | - | - | - | - |
| Operating Income | ($400.00M) | - | $72.00M | $189.00M | ($17.00M) | - | ($579.00M) | $318.00M | $903.00M | - |
| Interest Expense | $25.00M | - | $25.00M | $25.00M | $25.00M | - | $25.00M | $26.00M | $25.00M | - |
| Income Tax | $20.00M | - | ($19.00M) | $4.00M | $1.00M | - | ($113.00M) | $36.00M | $101.00M | - |
| Net Income | ($424.00M) | - | $76.00M | $179.00M | ($24.00M) | - | ($469.00M) | $275.00M | $795.00M | - |
| EPS - Basic | ($6.24) | - | $0.93 | $2.34 | ($0.48) | - | ($6.37) | $3.45 | $10.04 | - |
| EPS - Diluted | ($6.24) | - | $0.92 | $2.34 | ($0.48) | - | ($6.37) | $3.43 | $9.94 | - |
Balance Sheet
| Line item | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $5.54B | $5.70B | $4.56B | $3.78B | $3.89B | $3.77B | $3.06B | $1.74B | $2.54B | $2.69B |
| Accounts Receivable | - | - | - | - | - | - | - | - | - | - |
| Inventory | - | - | - | - | - | - | - | - | - | - |
| Accounts Payable | - | - | - | - | - | - | - | - | - | - |
| Current Assets | - | - | - | - | - | - | - | - | - | - |
| Total Assets | $339.54B | $352.59B | $353.56B | $343.72B | $327.19B | $338.45B | $345.66B | $337.78B | $340.28B | $330.25B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - |
| Long-term Debt | $2.03B | $2.03B | $2.03B | $2.03B | $2.03B | $2.03B | $2.03B | $2.03B | $2.03B | $2.04B |
| Total Liabilities | $329.64B | $342.24B | $343.06B | $333.12B | $316.67B | $328.47B | $334.75B | $327.49B | $329.92B | $319.92B |
| Stockholders' Equity | $9.50B | $9.95B | $10.23B | $10.35B | $10.30B | $9.76B | $10.70B | $10.08B | $10.17B | $10.17B |
| Retained Earnings | $6.97B | $7.47B | $7.74B | $7.73B | $7.62B | $7.71B | $7.43B | $7.96B | $7.77B | $7.04B |
Cash Flow
| Line item | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $1.04B | - | - | - | $1.59B | - | - | - | $1.43B | - |
| Investing Cash Flow | ($2.43B) | - | - | - | ($953.00M) | - | - | - | ($2.01B) | - |
| Financing Cash Flow | $1.22B | - | - | - | ($521.00M) | - | - | - | $433.00M | - |
| CapEx | - | - | - | - | - | - | - | - | - | - |
| Free Cash Flow | - | - | - | - | - | - | - | - | - | - |
Ratios
| Metric | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 |
|---|---|---|---|---|---|---|---|---|---|---|
| Profitability | ||||||||||
| Gross margin | - | - | - | - | - | - | - | - | - | - |
| Operating margin | -13.8% | - | 5.1% | -40.1% | -0.5% | - | -27.3% | 25.5% | -280.4% | - |
| EBITDA margin | - | - | - | - | - | - | - | - | - | - |
| Net margin | -14.6% | - | 5.4% | -38.0% | -0.6% | - | -22.1% | 22.1% | -246.9% | - |
| Free cash flow margin | - | - | - | - | - | - | - | - | - | - |
| FCF / Net income | - | - | - | - | - | - | - | - | - | - |
| R&D / Revenue | - | - | - | - | - | - | - | - | - | - |
| SG&A / Revenue | 10.3% | - | 18.6% | -58.2% | 6.9% | - | 14.6% | 20.7% | -84.2% | - |
| Effective tax rate | - | - | -33.3% | 2.2% | - | - | - | 11.6% | 11.3% | - |
| Return on assets | -0.1% | - | 0.0% | 0.1% | -0.0% | - | -0.1% | 0.1% | 0.2% | - |
| Return on equity | -4.5% | - | 0.7% | 1.7% | -0.2% | - | -4.4% | 2.7% | 7.8% | - |
| Return on invested capital | -2.7% | - | 0.6% | 1.5% | -0.1% | - | -3.6% | 2.3% | 6.6% | - |
| Liquidity | ||||||||||
| Current ratio | - | - | - | - | - | - | - | - | - | - |
| Quick ratio | - | - | - | - | - | - | - | - | - | - |
| Cash ratio | - | - | - | - | - | - | - | - | - | - |
| Leverage | ||||||||||
| Debt / Equity | 0.21 | 0.20 | 0.20 | 0.20 | 0.20 | 0.21 | 0.19 | 0.20 | 0.20 | 0.20 |
| Debt / Assets | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 |
| Debt / EBITDA | - | - | - | - | - | - | - | - | - | - |
| Interest coverage | -16.0x | - | 2.9x | 7.6x | -0.7x | - | -23.2x | 12.2x | 36.1x | - |
| Equity multiplier | 35.76 | 35.43 | 34.56 | 33.20 | 31.76 | 34.66 | 32.31 | 33.50 | 33.46 | 32.47 |
| Liabilities / Assets | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 |
| Efficiency | ||||||||||
| Asset turnover | 0.01 | - | 0.00 | -0.00 | 0.01 | - | 0.01 | 0.00 | -0.00 | - |
| Inventory turnover | - | - | - | - | - | - | - | - | - | - |
| Days sales outstanding | - | - | - | - | - | - | - | - | - | - |
| Days inventory outstanding | - | - | - | - | - | - | - | - | - | - |
| Days payable outstanding | - | - | - | - | - | - | - | - | - | - |
| Cash conversion cycle | - | - | - | - | - | - | - | - | - | - |
| Valuation | ||||||||||
| P / E | - | - | 110.0x | 37.9x | - | - | - | 21.7x | 6.7x | - |
| P / B | 0.8x | - | 0.7x | 0.6x | 0.6x | - | 0.6x | 0.6x | 0.5x | - |
| P / S | 2.5x | - | 5.0x | - | 1.6x | - | 3.2x | 4.6x | - | - |
| EV / EBITDA | - | - | - | - | - | - | - | - | - | - |
| Growth | ||||||||||
| Revenue growth (YoY) | -22.6% | - | -33.2% | -137.8% | -1264.6% | - | -18.6% | 204.1% | -57.0% | - |
| Revenue CAGR (3y) | - | - | -29.4% | - | -12.0% | - | 12.6% | 75.2% | - | - |
| Revenue CAGR (5y) | - | - | - | - | - | - | - | - | - | - |
| Gross profit growth (YoY) | - | - | - | - | - | - | - | - | - | - |
| Operating income growth (YoY) | -2252.9% | - | - | -40.6% | - | - | - | -78.3% | - | - |
| Net income growth (YoY) | -1666.7% | - | - | -34.9% | - | - | - | -77.4% | - | - |
| EPS growth (YoY) | -1200.0% | - | - | -31.8% | - | - | - | -75.9% | - | - |
| EPS CAGR (3y) | - | - | -62.0% | -58.4% | - | - | - | - | - | - |
| EPS CAGR (5y) | - | - | - | - | - | - | - | - | - | - |
| FCF growth (YoY) | - | - | - | - | - | - | - | - | - | - |
| FCF CAGR (5y) | - | - | - | - | - | - | - | - | - | - |
| Book value growth (YoY) | -7.8% | 1.9% | -4.4% | 2.7% | 1.3% | -4.0% | 12.9% | 16.6% | 17.7% | 20.7% |
Sales by segment
From XBRL dimensional facts in the 10-K period ending 2025-12-31.
Business segments
$7.27B totalRetail Annuities Segment$5.48B · 75.3%
Closed Life And Annuity Blocks Segment$1.26B · 17.3%
Institutional Products Segment$535.00M · 7.4%
Peer comparison
Same SIC group: Life Insurance
Comparing Jackson Financial Inc. against the 5 most active filers in the same SIC group.
Dividends
$3.30/share trailing 12 months · +13.8% YoY
| Ex-date | Per share |
|---|---|
| Mar 16, 2026 | $0.9000 |
| Dec 4, 2025 | $0.8000 |
| Sep 15, 2025 | $0.8000 |
| Jun 12, 2025 | $0.8000 |
| Mar 11, 2025 | $0.8000 |
| Dec 5, 2024 | $0.7000 |
| Sep 5, 2024 | $0.7000 |
| Jun 6, 2024 | $0.7000 |
| Mar 11, 2024 | $0.7000 |
| Nov 29, 2023 | $0.6200 |
| Aug 30, 2023 | $0.6200 |
| May 31, 2023 | $0.6200 |
| Mar 13, 2023 | $0.6200 |
| Nov 30, 2022 | $0.5500 |
| Aug 31, 2022 | $0.5500 |
| Jun 1, 2022 | $0.5500 |
| Mar 11, 2022 | $0.5500 |
| Nov 18, 2021 | $0.5000 |