Jackson Financial Inc.

JXN

Jackson Financial Inc.

JXN

Insider Sentiment (TTM):

Last Purchase:2024-12-11Last Sale:2026-03-11Shares Purchased (TTM):0Shares Sold (TTM):19,000

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:58,104,969Shares Outstanding:69,743,841Institutional Ownership Pct.:83.31%

Earnings Market Reaction:

Filing Date:2026-05-05Price on Filing Date:N/APrevious Close:N/A% Change:N/A

Companies in Life Insurance

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Related Party	2,543	2,578	-21	336	2,303	2,343	325	-27	2,068	1,988	15	1,996
Nonrelated Party	2,638	2,516	198	-268	2,678	2,983	-482	787	2,281	2,277	528	2,104
Freestanding Derivative	238	257	199	-	-	361	-	-	-	-	-	-
Assets
Debt Securities Available For Sale Excluding Accru…	48,597	47,321	46,087	43,814	42,243	40,289	42,289	40,352	40,090	40,422	39,078	42,063
Trading Securities Debt	-	-	-	-	-	0	73	72	70	68	66	101
Equity Securities Fv Ni Current And Noncurrent	243	172	180	177	191	197	213	212	222	394	277	267
Investments
Investments	71,013	69,233	67,691	64,975	63,728	61,007	63,003	60,670	60,171	60,855	61,123	64,283
Financing Receivable Excluding Accrued Interest Af…	-	-	-	-	-	-	9,564	9,699	9,899	10,082	10,136	10,303
Loans Insurance Policy	4,431	4,426	4,487	4,452	4,407	4,403	4,453	4,439	4,386	4,399	4,368	4,381
Derivative Assets	701	448	486	384	587	297	295	226	213	390	925	946
Other Investments	3,246	3,185	3,049	2,896	2,844	2,864	2,747	2,673	2,580	2,466	3,553	3,503
Cash And Cash Equivalents At Carrying Value	5,539	5,704	4,562	3,784	3,887	3,767	3,061	1,736	2,542	2,688	2,760	2,100
Accrued Investment Income Receivable	636	634	585	561	535	529	528	518	488	512	505	528
Deferred Policy Acquisition Costs	11,634	11,660	11,654	11,681	11,770	11,887	11,986	12,066	12,173	12,302	12,447	12,599
Reinsurance Recoverables	18,926	19,518	20,053	20,409	21,037	21,830	22,959	23,699	24,558	25,422	26,212	27,069
Market Risk Benefit Reinsurance Recoverable After …	121	118	116	111	126	121	149	121	126	149	167	194
Market Risk Benefit Asset Amount	6,701	7,867	8,521	8,721	7,326	8,899	7,615	8,556	8,025	6,737	6,815	5,957
Deferred Income Tax Assets Net	610	719	573	449	382	480	527	768	749	640	632	681
Other Assets	905	637	757	823	830	787	797	554	675	1,294	970	850
Separate Account Assets	223,452	236,496	239,046	232,208	217,572	229,143	235,037	229,088	230,773	219,656	202,903	212,719
Assets	339,537	352,586	353,558	343,722	327,193	338,450	345,662	337,776	340,280	330,255	314,534	326,980
Liabilities And Stockhold…
Liability For Future Policy Benefits And Unpaid Cl…	10,706	10,896	10,912	10,929	11,026	11,072	11,543	11,370	11,585	11,898	11,418	12,003
Other Policyholder Funds	68,703	67,663	65,289	61,953	59,028	58,312	57,334	54,723	54,897	55,319	55,766	56,477
Market Risk Benefit Liability Amount	3,971	3,754	3,733	3,569	4,125	3,774	4,384	3,890	3,843	4,785	3,917	4,463
Funds Held Under Reinsurance Agreements Liability	14,511	14,960	15,498	15,740	16,275	16,742	18,103	18,465	19,244	19,952	19,973	21,170
Liabilities
Liabilities	329,637	342,244	343,057	333,120	316,668	328,468	334,755	327,492	329,924	319,921	304,281	317,557
Long Term Debt	2,027	2,030	2,030	2,030	2,030	2,034	2,033	2,034	2,033	2,037	2,635	2,633
Obligation To Return Securities Received As Collat…	343	58	92	125	340	150	124	116	92	780	450	498
Derivative Liabilities	-	-	-	348	256	361	425	900	1,288	1,210	2,548	1,816
Separate Accounts Liability	223,452	236,496	239,046	232,208	217,572	229,143	235,037	229,088	230,773	219,656	202,903	212,719
Stockholders Equity Inclu…
Preferred Stock Value	533	533	533	533	533	533	533	533	533	533	533	533
Common Stock Value	1	1	1	1	1	1	1	1	1	1	1	1
Additional Paid In Capital	6,393	6,063	6,056	6,047	6,042	6,046	6,025	6,007	6,005	6,005	6,007	5,997
Treasury Stock Common Value	-1,671	-1,645	-1,493	-1,337	-1,179	-1,007	-909	-796	-713	-599	-537	-466
Accumulated Other Comprehensive Income Loss Net Of…	-2,728	-2,470	-2,609	-2,623	-2,719	-3,522	-2,383	-3,626	-3,423	-2,808	-5,187	-3,365
Retained Earnings Accumulated Deficit	6,968	7,471	7,741	7,733	7,623	7,713	7,431	7,965	7,766	7,038	8,661	5,952
Stockholders Equity	9,496	9,953	10,501	10,602	10,525	9,764	10,907	10,284	10,169	10,170	9,478	8,652
Minority Interest	404	389	272	248	224	218	209	200	187	164	775	771
Liabilities And Stockholders Equity	339,537	352,586	353,558	343,722	327,193	338,450	345,662	337,776	340,280	330,255	314,534	326,980
Debt Securities Available For Sale Amortized Cost …	17	11	11	12	40	39	44	27	20	21	26	16
Debt Securities Available For Sale Amortized Cost …	52,356	50,491	49,228	47,515	46,312	45,007	45,536	45,300	44,796	44,844	46,203	47,871
Financing Receivable Allowance For Credit Loss Exc…	159	133	143	137	130	121	148	160	162	165	200	162
Reinsurance Recoverables Allowance	30	30	26	26	26	27	25	27	30	29	33	39
Preferred Stock Par Or Stated Value Per Share	1	1	1	1	1	1	1	1	1	1	1	1
Preferred Stock Shares Authorized	0	0	0	0	0	0	0	0	0	0	0	0
Preferred Stock Shares Issued	0	0	0	0	0	0	0	0	0	0	0	0
Preferred Stock Shares Outstanding	0	0	0	0	0	0	0	0	0	0	-	-
Preferred Stock Liquidation Preference	0	0	0	0	0	0	0	0	0	0	0	0
Common Stock Shares Authorized	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000	1,000
Common Stock Par Or Stated Value Per Share	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01
Common Stock Shares Issued	70	67	68	70	72	73	74	76	77	79	80	82
Shares Outstanding	70	67	68	70	72	73	74	76	77	79	80	82
Treasury Stock Common Shares	24	28	26	25	23	21	20	19	18	16	14	13
Aoci Tax Attributable To Parent	-287	-377	-401	-273	-216	-311	-323	-277	-274	-178	-354	-127

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-4.94%	-0.76%	10.90%	-	-	-	-	-	-	-	-	-
2025	-1.40%	8.78%	7.18%	14.27%	21.05%	15.81%	-2.53%	8.49%	13.64%	-4.98%	1.14%	1.27%
2024	3.54%	2.12%	20.80%	20.85%	23.73%	33.07%	-11.91%	-22.07%	-17.60%	-0.80%	-15.96%	-1.22%
2023	-12.40%	-9.44%	-3.31%	18.77%	19.77%	16.55%	25.95%	33.23%	31.67%	17.72%	19.79%	43.26%
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Performance and Valuation Metrics

Metrics	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Leverage & Debt
Interest Coverage TTM	-3.84	-0.14	6.51	0.00	1.11	10.39	-11.73	27.61	37.94	9.79	11.50	3.91
Per Share Metrics
Diluted EPS TTM	-4.55	1.01	7.73	-0.19	0.88	11.74	-12.14	30.01	41.25	11.41	15.55	4.78
Free Cash Flow Per Share TTM	74.69	81.12	80.79	78.75	81.14	76.17	78.30	73.98	67.58	64.91	72.40	69.02
Dividend Per Share TTM	3.28	3.14	3.14	3.05	2.93	2.77	2.77	2.70	2.61	2.46	2.28	2.24
Margin Metrics
Gross Profit Margin TTM	98.29%	98.50%	97.97%	98.22%	98.62%	96.91%	97.43%	97.63%	96.99%	96.46%	33.69%	77.84%
Operating Profit Margin TTM	-8.52%	-1.71%	12.68%	-0.48%	1.39%	31.24%	-33.43%	63.02%	111.06%	31.07%	1,557.75%	343.26%
Net Profit Margin TTM	-5.43%	1.08%	11.04%	-0.25%	0.89%	27.58%	-23.29%	52.66%	92.28%	30.94%	688.77%	71.81%
Growth Metrics
Net Revenue Growth (1Y)	-20.54%	104.31%	25.25%	28.07%	108.31%	6.10%	2,000.53%	678.72%	-48.75%	-68.74%	-99.03%	-96.85%
Net Income Growth (1Y)	-587.69%	-92.02%	-159.34%	-100.61%	-98.00%	-5.45%	-171.04%	471.11%	30.38%	-84.58%	-88.10%	-95.60%
EPS Growth (1Y)	-613.74%	-91.45%	-163.82%	-100.65%	-97.88%	1.70%	-177.34%	515.81%	38.04%	-83.88%	-87.66%	-95.42%
Valuation Metrics
P/E TTM	-23.06	103.35	12.74	-440.58	90.71	6.96	-7.08	2.30	1.47	4.01	2.20	5.54
P/B TTM	0.74	0.72	0.66	0.58	0.56	0.63	0.59	0.52	0.46	0.37	0.28	0.24
P/S TTM	1.25	1.11	1.41	1.10	0.80	1.92	1.65	1.21	1.36	1.24	15.13	3.98
Market Cap	7.31B	7.44B	6.92B	6.17B	5.90B	6.28B	6.48B	5.31B	4.78B	3.83B	2.83B	2.25B
Enterprise Value	3.80B	3.77B	4.39B	4.41B	4.04B	4.55B	5.45B	5.61B	4.27B	3.17B	2.70B	2.78B
Calculated Values
Free Cash Flow TTM	5.21B	5.76B	5.66B	5.66B	5.96B	5.79B	5.90B	5.67B	5.28B	5.31B	5.94B	5.70B
Net Debt	-3.51B	-3.67B	-2.53B	-1.75B	-1.86B	-1.73B	-1.03B	298.00M	-511.00M	-654.00M	-130.00M	530.00M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-03-11Sale

Owner: Kirkland, Derek G

Title: -

Shares: 10,000

Price/Share: $108.32

Value: $1,083,200.00

Shares Owned: 34,450

Relationship: Director

Ownership: Direct

2025-08-13Sale

Owner: Chelko, Carrie

Title: EVP and General Counsel

Shares: 3,000

Price/Share: $95.40

Value: $286,200.00

Shares Owned: 71,928

Relationship: Officer

Ownership: Direct

2025-08-11Sale

Owner: Smith, Craig Donald

Title: President and CEO PPM America

Shares: 2,500

Price/Share: $91.67

Value: $229,175.00

Shares Owned: 109,200

Relationship: Officer

Ownership: Direct

2025-08-08Sale

Owner: Smith, Craig Donald

Title: President and CEO PPM America

Shares: 3,500

Price/Share: $89.96

Value: $314,860.00

Shares Owned: 111,700

Relationship: Officer

Ownership: Direct

2025-04-07Sale

Owner: Smith, Craig Donald

Title: President and CEO PPM America

Shares: 20,607

Price/Share: $69.60

Value: $1,434,247.20

Shares Owned: 116,423

Relationship: Officer

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-03-11	Kirkland, Derek G	Director	-	Direct	Sale	10,000	108.32	$1,083,200.00	34,450	4
2025-08-13	Chelko, Carrie	Officer	EVP and General Counsel	Direct	Sale	3,000	95.40	$286,200.00	71,928	4
2025-08-11	Smith, Craig Donald	Officer	President and CEO PPM America	Direct	Sale	2,500	91.67	$229,175.00	109,200	4
2025-08-08	Smith, Craig Donald	Officer	President and CEO PPM America	Direct	Sale	3,500	89.96	$314,860.00	111,700	4
2025-04-07	Smith, Craig Donald	Officer	President and CEO PPM America	Direct	Sale	20,607	69.60	$1,434,247.20	116,423	4
2025-03-11	Smith, Craig Donald	Officer	President and CEO PPM America	Direct	Sale	7,974	80.75	$643,900.50	136,740	4
2025-03-10	Raub, Christopher	Officer	EVP and Chief Risk Officer	Direct	Sale	2,000	81.66	$163,320.00	26,545	4
2025-03-07	Romine, Scott	Officer	President and CEO, JNLD	Direct	Sale	7,000	84.43	$591,010.00	85,276	4
2025-02-24	Smith, Craig Donald	Officer	CEO, Pres & CIO PPM America	Direct	Sale	3,573	82.89	$296,165.97	155,819	4
2024-12-11	Durant, Gregory T	Director	-	Direct	Purchase	1,500	90.28	$135,420.00	32,023	4
2024-11-12	Ganguly, Devkumar Dilip	Officer	EVP & Chief Operating Officer	Direct	Sale	10,000	111.06	$1,110,600.00	83,761	4
2024-09-19	Chelko, Carrie	Officer	EVP and General Counsel	Direct	Sale	5,500	91.31	$502,205.00	61,829	4
2024-08-13	Noles, Russell G	Director	-	Direct	Purchase	700	84.28	$58,996.00	30,666	4
2024-08-13	Romine, Scott	Officer	President and CEO, JNLD	Direct	Sale	10,000	82.52	$825,200.00	62,592	4
2024-06-18	Romine, Scott	Officer	President and CEO, JNLD	Direct	Sale	12,000	71.21	$854,520.00	78,359	4
2024-06-06	Cummings, Don W	Officer	EVP and CFO	Direct	Purchase	1,381	72.49	$100,108.69	47,092	4
2024-05-14	Romine, Scott	Officer	President and CEO, JNLD	Direct	Sale	5,000	74.86	$374,300.00	90,359	4
2024-05-10	Ganguly, Devkumar Dilip	Officer	EVP & Chief Operating Officer	Direct	Sale	13,000	75.67	$983,710.00	93,405	4
2024-03-04	Kirkland, Derek G	Director	-	Direct	Purchase	3,500	55.67	$194,845.00	37,726	4
2023-12-14	Romine, Scott	Officer	President and CEO, JNLD	Direct	Sale	5,000	50.97	$254,850.00	67,429	4
2023-10-16	Romine, Scott	Officer	President and CEO, JNLD	Direct	Sale	5,000	39.67	$198,350.00	72,435	4
2023-10-11	Cummings, Don W	Officer	SVP and CAO	Direct	Sale	1,555	38.12	$59,276.60	24,300	4
2023-08-14	Romine, Scott	Officer	President and CEO, JNLD	Direct	Sale	5,000	35.07	$175,350.00	78,217	4
2023-06-15	Romine, Scott	Officer	President and CEO, JNLD	Direct	Sale	5,000	29.40	$147,000.00	82,386	4
2023-05-30	Noles, Russell G	Director	-	Direct	Purchase	150	29.39	$4,408.50	19,262	4
2023-05-12	Durant, Gregory T	Director	-	Direct	Purchase	3,000	30.46	$91,380.00	21,119	4
2023-04-18	Cummings, Don W	Officer	SVP and CAO	Direct	Sale	9,877	37.20	$367,424.40	25,925	4
2023-03-17	Cummings, Don W	Officer	SVP, Controller and CAO	Direct	Sale	1,271	36.75	$46,709.25	41,186	4
2023-03-15	Ganguly, Devkumar Dilip	Officer	EVP & Chief Operating Officer	Direct	Sale	13,500	36.57	$493,695.00	124,412	4
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Institutional Ownership

No data available for chart

2026-03-31

83.31%

Inst. Shares: 58,104,969

Shares Outstanding: 69,743,841

2025-12-31

76.16%

Inst. Shares: 54,058,501

Shares Outstanding: 70,978,898

2025-09-30

78.76%

Inst. Shares: 55,197,714

Shares Outstanding: 70,084,349

2025-06-30

81.81%

Inst. Shares: 58,757,416

Shares Outstanding: 71,825,321

2025-03-31

81.58%

Inst. Shares: 59,935,729

Shares Outstanding: 73,469,317

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	58,104,969	69,743,841	83.31%
2025-12-31	54,058,501	70,978,898	76.16%
2025-09-30	55,197,714	70,084,349	78.76%
2025-06-30	58,757,416	71,825,321	81.81%
2025-03-31	59,935,729	73,469,317	81.58%
2024-12-31	64,562,886	76,049,665	84.90%
2024-09-30	62,512,024	75,374,073	82.94%
2024-06-30	62,451,362	76,599,547	81.53%
2024-03-31	62,316,871	78,059,817	79.83%
2023-12-31	63,509,094	81,799,820	77.64%
2023-09-30	64,743,483	82,061,813	78.90%
2023-06-30	58,088,538	82,595,287	70.33%
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Jackson Financial Inc. (JXN) — SEC Financial Statements & Analysis

Jackson Financial Inc. (JXN) is a life insurance company, incorporated in DE. Jackson Financial Inc. trades on NYSE as: JXN, JXN-PA. Based on its latest SEC filing (Form 10-Q, period ending 2026-03-31), Jackson Financial Inc. reported a -20.54% year-over-year revenue growth, a Gross Profit Margin of 98.29% (TTM), a Price-to-Sales (P/S) ratio of 1.25x (TTM), a Price-to-Book (P/B) ratio of 0.74 (TTM), at a market cap of $7.31B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: -20.54%
Gross Profit Margin TTM: 98.29%
P/S TTM: 1.25x
P/B TTM: 0.74
Market Cap: $7.31B

Data as of 2026-03-31 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Jackson Financial Inc. in?

Jackson Financial Inc. (JXN) operates in the Life Insurance industry.

What is JXN's market cap?

Jackson Financial Inc. (JXN) has a market capitalization of $7.31B as of 2026-03-31.

What exchange does JXN trade on?

Jackson Financial Inc. (JXN) trades on the NYSE.

Where is Jackson Financial Inc. incorporated?

Jackson Financial Inc. is incorporated in DE.

Jackson Financial Inc. (JXN) — SEC Financial Statements & Analysis

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