JXN-PA — Jackson Financial Inc.

NYSE · Financials · Insurance · CIK 1822993 ·
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Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. It operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements backed by commercial paper; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. The company also provides investment management services. It sells its products through a distribution network that includes independent broker-dealers, wirehouses, regional broker-dealers, banks, independent registered investment advisors, third-party platforms, and insurance agents. The company was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. Jackson Financial Inc. was incorporated in 2006 and is headquartered in Lansing, Michigan.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Jun 2026 160,000,000 655,000,000 367,065,000,000 5,986,000,000 356,591,000,000
Mar 2026 2,909,000,000 -424,000,000 339,537,000,000 5,539,000,000 329,637,000,000
Dec 2025 1,922,000,000 -204,000,000 352,586,000,000 5,704,000,000 342,244,000,000
Sep 2025 1,349,000,000 76,000,000 353,558,000,000 4,562,000,000 343,057,000,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$5,885,000,000
Investing CF
$-9,485,000,000
Financing CF
$5,802,000,000
CapEx
Dividends Paid
$-278,000,000
Buybacks
$-763,000,000
EPS Diluted TTM
As of
2026-08-09

Balance + Analyst (yfinance extras)

Retained Earnings
$7,549,000,000
Inventory
Receivables
$18,440,000,000
ST Investments
$52,208,000,000
EBIT TTM
$81,000,000
Pretax Income TTM
$-21,000,000
Interest Exp TTM
$102,000,000
Analysts

Yahoo Snapshot (yfinance, live)

Total Revenue
$6,549,000,192
EBITDA
Free Cash Flow
$1,227,750,016
Enterprise Value
$2,511,501,312
Total Cash
$5,985,999,872
Total Debt
$5,720,000,000
Shares Out
Trailing EPS
Book Value
$138.28
ROE
1.4%
ROA
0.1%
Div Yield
7.82%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 6,511,000,000 27,000,000 352,586,000,000 342,244,000,000 5,758,000,000
Dec 2024 3,092,000,000 946,000,000 338,450,000,000 328,468,000,000 5,793,000,000
Dec 2023 3,165,000,000 934,000,000 330,255,000,000 319,921,000,000 5,310,000,000
Dec 2022 9,720,000,000 6,186,000,000 314,983,000,000 305,605,000,000 5,206,000,000

TTM Snapshot

Revenues TTM
$9,243,000,000
NetIncome TTM
$4,389,000,000
OpCashFlow TTM
$0
Assets (Latest)
$338,450,000,000
Forward EPS

Peers — same industry

TickerNameMarket CapLastDaily %
BRK-B BERKSHIRE HATHAWAY INC $710.10B $504.32
UNH UNITEDHEALTH GROUP INC $357.92B $398.76
CB Chubb Ltd $133.42B $345.83
PGR PROGRESSIVE CORP/OH/ $130.12B $223.92
MRSH MARSH & MCLENNAN COMPANIES, INC. $92.90B $194.67

News headlines (Yahoo Finance, 1h cache)

Update: Jackson to Report Second Quarter 2026 Financial Results on August 3
2026-07-17 13:15 · Yahoo
Jackson Financial (JXN) Stock Looks Fully Priced With Strong Returns But Rich Earnings
2026-08-08 22:13 · Yahoo
Jackson Financial Q2 Earnings Call Highlights
2026-08-05 08:04 · Yahoo
Jackson Financial Inc (JXN) (Q2 2026) Earnings Call Highlights: Record Earnings and Strategic ...
2026-08-04 21:05 · Yahoo
Jackson Financial Inc. Q2 2026 Earnings Call Summary
2026-08-04 12:30 · Yahoo
Jackson Announces Record Second Quarter 2026 Results
2026-08-03 20:15 · Yahoo
Jackson Announces Third Quarter 2026 Common and Preferred Stock Dividends
2026-08-03 20:14 · Yahoo
Jackson Announces CEO Retirement and Executive Leadership Succession Plan
2026-07-22 20:30 · Yahoo
Jackson to Report Second Quarter 2026 Financial Results on August 4
2026-07-14 20:15 · Yahoo
Jackson Named InvestmentNews 2026 Annuities Provider of the Year
2026-06-29 13:15 · Yahoo

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