JXN
Jackson Financial Inc.Company Information
- Company Name
- Jackson Financial Inc.
- CIK
- CIK0001822993
- Category
- Large accelerated filer
- Ticker: Exchange
- JXN: NYSE, JXN-PA: NYSE
- Fiscal Year End
- December 31
- Owner Organization
- 02 Finance
- SIC
- 6311
- SIC Description
- Life Insurance
- Ticker
- JXN
SEC filing data through
Insider Sentiment
- Last purchase
- 2024-12-11
- Last sale
- 2026-08-12
- Shares purchased (TTM)
- 0
- Shares sold (TTM)
- 25,500
Institutional Sentiment
- As of
- 2026-06-30
- Institutional shares owned
- 60,363,343
- Shares outstanding
- 70,164,533
- Ownership
- 86.03%
Earnings Market Reaction
- Filing date
- 2026-08-03
- Price on filing date
- —
- 1-month reaction
- 6.33%
- 3-month reaction
- …
Balance Sheet
Values in millions ($)| Line item | 2026-06-30 | 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 | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Related Party | -69 | 2,543 | 2,578 | -21 | 336 | 2,303 | 2,343 | 325 | -27 | 2,068 | 1,988 | 15 | ||||||
| Nonrelated Party | 798 | 2,638 | 2,516 | 198 | -268 | 2,678 | 2,983 | -482 | 787 | 2,281 | 2,277 | 528 | ||||||
| Freestanding Derivative | 419 | 238 | 257 | 199 | - | - | 361 | - | - | - | - | - | ||||||
Assets | ||||||||||||||||||
| Debt Securities Available For Sale Excluding Accrued Interest | 52,208 | 48,597 | 47,321 | 46,087 | 43,814 | 42,243 | 40,289 | 42,289 | 40,352 | 40,090 | 40,422 | 39,078 | ||||||
| Trading Securities Debt | - | - | - | - | - | - | 0 | 73 | 72 | 70 | 68 | 66 | ||||||
| Equity Securities Fv Ni Current And Noncurrent | 262 | 243 | 172 | 180 | 177 | 191 | 197 | 213 | 212 | 222 | 394 | 277 | ||||||
Investments | ||||||||||||||||||
| Investments | 75,311 | 71,013 | 69,233 | 67,691 | 64,975 | 63,728 | 61,007 | 63,003 | 60,670 | 60,171 | 60,855 | 61,123 | ||||||
| Financing Receivable Excluding Accrued Interest After Allowance For Credit Loss | - | - | - | - | - | - | - | 9,564 | 9,699 | 9,899 | 10,082 | 10,136 | ||||||
| Loans Insurance Policy | 4,484 | 4,431 | 4,426 | 4,487 | 4,452 | 4,407 | 4,403 | 4,453 | 4,439 | 4,386 | 4,399 | 4,368 | ||||||
| Derivative Assets | 422 | 701 | 448 | 486 | 384 | 587 | 297 | 295 | 226 | 213 | 390 | 925 | ||||||
| Other Investments | 3,392 | 3,246 | 3,185 | 3,049 | 2,896 | 2,844 | 2,864 | 2,747 | 2,673 | 2,580 | 2,466 | 3,553 | ||||||
| Cash And Cash Equivalents At Carrying Value | 5,986 | 5,539 | 5,704 | 4,562 | 3,784 | 3,887 | 3,767 | 3,061 | 1,736 | 2,542 | 2,688 | 2,760 | ||||||
| Accrued Investment Income Receivable | 714 | 636 | 634 | 585 | 561 | 535 | 529 | 528 | 518 | 488 | 512 | 505 | ||||||
| Deferred Policy Acquisition Costs | 11,655 | 11,634 | 11,660 | 11,654 | 11,681 | 11,770 | 11,887 | 11,986 | 12,066 | 12,173 | 12,302 | 12,447 | ||||||
| Reinsurance Recoverables | 18,331 | 18,926 | 19,518 | 20,053 | 20,409 | 21,037 | 21,830 | 22,959 | 23,699 | 24,558 | 25,422 | 26,212 | ||||||
| Market Risk Benefit Reinsurance Recoverable After Allowance | 109 | 121 | 118 | 116 | 111 | 126 | 121 | 149 | 121 | 126 | 149 | 167 | ||||||
| Market Risk Benefit Asset Amount | 8,046 | 6,701 | 7,867 | 8,521 | 8,721 | 7,326 | 8,899 | 7,615 | 8,556 | 8,025 | 6,737 | 6,815 | ||||||
| Deferred Income Tax Assets Net | 609 | 610 | 719 | 573 | 449 | 382 | 480 | 527 | 768 | 749 | 640 | 632 | ||||||
| Other Assets | 917 | 905 | 637 | 757 | 823 | 830 | 787 | 797 | 554 | 675 | 1,294 | 970 | ||||||
| Separate Account Assets | 245,387 | 223,452 | 236,496 | 239,046 | 232,208 | 217,572 | 229,143 | 235,037 | 229,088 | 230,773 | 219,656 | 202,903 | ||||||
| Assets | 367,065 | 339,537 | 352,586 | 353,558 | 343,722 | 327,193 | 338,450 | 345,662 | 337,776 | 340,280 | 330,255 | 314,534 | ||||||
Liabilities And Stockholders Equity | ||||||||||||||||||
| Liability For Future Policy Benefits And Unpaid Claims And Claims Adjustment Expense | 10,634 | 10,706 | 10,896 | 10,912 | 10,929 | 11,026 | 11,072 | 11,543 | 11,370 | 11,585 | 11,898 | 11,418 | ||||||
| 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 | ||||||
| Market Risk Benefit Liability Amount | 3,368 | 3,971 | 3,754 | 3,733 | 3,569 | 4,125 | 3,774 | 4,384 | 3,890 | 3,843 | 4,785 | 3,917 | ||||||
| Funds Held Under Reinsurance Agreements Liability | 14,090 | 14,511 | 14,960 | 15,498 | 15,740 | 16,275 | 16,742 | 18,103 | 18,465 | 19,244 | 19,952 | 19,973 | ||||||
Liabilities | ||||||||||||||||||
| Liabilities | 356,591 | 329,637 | 342,244 | 343,057 | 333,120 | 316,668 | 328,468 | 334,755 | 327,492 | 329,924 | 319,921 | 304,281 | ||||||
| Long Term Debt | 2,769 | 2,027 | 2,030 | 2,030 | 2,030 | 2,030 | 2,034 | 2,033 | 2,034 | 2,033 | 2,037 | 2,635 | ||||||
| Obligation To Return Securities Received As Collateral | 14 | 343 | 58 | 92 | 125 | 340 | 150 | 124 | 116 | 92 | 780 | 450 | ||||||
| Derivative Liabilities | - | - | - | - | 348 | 256 | 361 | 425 | 900 | 1,288 | 1,210 | 2,548 | ||||||
| Separate Accounts Liability | 245,387 | 223,452 | 236,496 | 239,046 | 232,208 | 217,572 | 229,143 | 235,037 | 229,088 | 230,773 | 219,656 | 202,903 | ||||||
Stockholders Equity Including Portion Attributable To Noncontrolling Interest | ||||||||||||||||||
| 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 | 6,401 | 6,393 | 6,063 | 6,056 | 6,047 | 6,042 | 6,046 | 6,025 | 6,007 | 6,005 | 6,005 | 6,007 | ||||||
| Treasury Stock Common Value | -1,897 | -1,671 | -1,645 | -1,493 | -1,337 | -1,179 | -1,007 | -909 | -796 | -713 | -599 | -537 | ||||||
| Accumulated Other Comprehensive Income Loss Net Of Tax | -2,625 | -2,728 | -2,470 | -2,609 | -2,623 | -2,719 | -3,522 | -2,383 | -3,626 | -3,423 | -2,808 | -5,187 | ||||||
| Retained Earnings Accumulated Deficit | 7,549 | 6,968 | 7,471 | 7,741 | 7,733 | 7,623 | 7,713 | 7,431 | 7,965 | 7,766 | 7,038 | 8,661 | ||||||
| Stockholders Equity | 10,474 | 9,900 | 9,953 | 10,501 | 10,602 | 10,525 | 9,764 | 10,907 | 10,284 | 10,356 | 10,170 | 9,478 | ||||||
| Minority Interest | 512 | 404 | 389 | 272 | 248 | 224 | 218 | 209 | 200 | 187 | 164 | 775 | ||||||
| Liabilities And Stockholders Equity | 367,065 | 339,537 | 352,586 | 353,558 | 343,722 | 327,193 | 338,450 | 345,662 | 337,776 | 340,280 | 330,255 | 314,534 | ||||||
| Debt Securities Available For Sale Amortized Cost Allowance For Credit Loss Excluding Accrued Interest | 24 | 17 | 11 | 11 | 12 | 40 | 39 | 44 | 27 | 20 | 21 | 26 | ||||||
| Debt Securities Available For Sale Amortized Cost Excluding Accrued Interest After Allowance For Credit Loss | 55,815 | 52,356 | 50,491 | 49,228 | 47,515 | 46,312 | 45,007 | 45,536 | 45,300 | 44,796 | 44,844 | 46,203 | ||||||
| Financing Receivable Allowance For Credit Loss Excluding Accrued Interest | 176 | 159 | 133 | 143 | 137 | 130 | 121 | 148 | 160 | 162 | 165 | 200 | ||||||
| Reinsurance Recoverables Allowance | 31 | 30 | 30 | 26 | 26 | 26 | 27 | 25 | 27 | 30 | 29 | 33 | ||||||
| Preferred Stock Par Or Stated Value Per Share | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | ||||||
| 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 | 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 | 68 | 70 | 67 | 68 | 70 | 72 | 73 | 74 | 76 | 77 | 79 | 80 | ||||||
| Shares Outstanding | 68 | 70 | 67 | 68 | 70 | 72 | 73 | 74 | 76 | 77 | 79 | 80 | ||||||
| Treasury Stock Common Shares | 26 | 24 | 28 | 26 | 25 | 23 | 21 | 20 | 19 | 18 | 16 | 14 | ||||||
| Aoci Tax Attributable To Parent | -286 | -287 | -377 | -401 | -273 | -216 | -311 | -323 | -277 | -274 | -178 | -354 | ||||||
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Recent filings
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
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Start 7-day free trialJackson 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. Jackson Financial Inc. (JXN)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-03. Based on that filing, Jackson Financial Inc. carries a market cap of $7.18B, a P/E ratio of 83.54x, a P/B ratio of 0.69x, a P/S ratio of 1.11x, an enterprise value of $3.97B, and an EV/EBITDA multiple of 180.32x. On profitability, it posts a gross margin of 98.42%, an operating margin of -0.32%, a net margin of 1.33%, a Return on Equity (ROE) of 0.82%, and a Return on Invested Capital (ROIC) of 0.00%. Per share, it reports EPS of $1.23, diluted EPS of $1.22, free cash flow per share of $83.87, and a dividend per share of $3.34. Over the trailing year, it posted revenue growth of 15.09% year-over-year, net income growth of -1328.57% year-over-year, and EPS growth of -1357.65% year-over-year. On the balance sheet, it maintains an interest coverage ratio of 0.22x, free cash flow of $5.88B (TTM), and net debt of $-3.22B. Figures sourced from SEC EDGAR.
- Market Cap
- $7.18B
- P/E TTM
- 83.54x
- EPS TTM
- $1.23
- P/B TTM
- 0.69x
- ROE TTM
- 0.82%
- Free Cash Flow TTM
- $5.88B
- Net Revenue TTM Growth 1Y
- 15.09%
Data as of 2026-06-30 · Source: SEC EDGAR
Frequently Asked Questions
What industry is Jackson Financial Inc. in?
Jackson Financial Inc. (JXN) operates in the Life Insurance industry.
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.
When was Jackson Financial Inc. (JXN)'s most recent SEC filing?
Jackson Financial Inc. (JXN)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-03.
What is JXN's market cap?
Jackson Financial Inc. (JXN) has a market capitalization of $7.18B as of 2026-06-30.
What is JXN's P/E ratio?
Jackson Financial Inc. (JXN)'s trailing twelve month P/E ratio is 83.54x as of 2026-06-30.
What is JXN's EPS (earnings per share)?
Jackson Financial Inc. (JXN)'s trailing twelve month EPS is $1.23 as of 2026-06-30.
What is JXN's ROE (return on equity)?
Jackson Financial Inc. (JXN)'s trailing twelve month Return on Equity (ROE) is 0.82% as of 2026-06-30.
What is JXN's ROIC (return on invested capital)?
Jackson Financial Inc. (JXN)'s trailing twelve month Return on Invested Capital (ROIC) is 0.00% as of 2026-06-30.
What is JXN's EV/EBITDA?
Jackson Financial Inc. (JXN)'s trailing twelve month EV/EBITDA is 180.32x as of 2026-06-30.