8-K Announcements
6May 5, 2026·SEC
May 5, 2026·SEC
Apr 9, 2026·SEC
Jackson Financial Inc. (JXN) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Jackson Financial Inc. (JXN) stock price & volume — 10-year historical chart
Jackson Financial Inc. (JXN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Jackson Financial Inc. (JXN) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $5.94vs $5.96-0.3% | $2.9Bvs $1.9B+49.8% |
| Q1 2026 | Feb 18, 2026 | $6.61vs $5.86+12.8% | $2.0Bvs $1.9B+3.5% |
| Q4 2025 | Nov 4, 2025 | $6.16vs $5.10+20.8% | $1.3Bvs $1.9B-29.8% |
| Q3 2025 | Aug 5, 2025 | $4.87vs $4.61+5.6% | $483Mvs $1.9B-125.8% |
Jackson Financial Inc. (JXN) competitors in Retirement and annuity life insurers — business model, growth, and fundamentals comparison
Jackson Financial Inc. (JXN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Jackson Financial Inc. (JXN) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 13.69B | 3.49B | 4.64B | 5.5B | 9.72B | 3.17B | 3.09B | 6.68B | 5.86B |
| Revenue Growth % | - | -74.51% | 33.08% | 18.52% | 76.63% | -67.44% | -2.31% | 116.14% | -18.29% |
| Medical Costs & Claims | 10.15B | 3.2B | 5.84B | 511M | 812M | 698M | 702M | 971M | -173M |
| Medical Cost Ratio % | 74.14% | 91.6% | 125.82% | 9.29% | 8.35% | 22.05% | 22.7% | 14.53% | -2.95% |
| Gross Profit | 3.54B▲ 0% | 293M▼ 91.7% | -1.2B▼ 509.2% | 4.99B▲ 516.3% | 8.91B▲ 78.4% | 2.47B▼ 72.3% | 2.39B▼ 3.1% | 5.71B▲ 139.0% | 6.04B▲ 0% |
| Gross Margin % | 25.86% | 8.4% | -25.82% | 90.71% | 91.65% | 77.95% | 77.3% | 85.47% | 102.95% |
| Gross Profit Growth % | - | -91.72% | -509.22% | 516.35% | 78.45% | -72.31% | -3.12% | 139% | - |
| Operating Expenses | 1.15B | 1.1B | 1.29B | 647M | 1.17B | 1.51B | 1.37B | 5.83B | 6.53B |
| OpEx / Revenue % | 8.38% | 31.64% | 27.83% | 11.76% | 12.08% | 47.68% | 44.24% | 87.18% | 111.43% |
| Depreciation & Amortization | 10.8M | 11M | 10.8M | 11M | 0 | 0 | 0 | 0 | 0 |
| Combined Ratio % | 82.52% | 123.24% | 153.65% | 21.04% | 20.43% | 69.73% | 66.95% | 101.71% | 108.48% |
| Operating Income | 2.39B▲ 0% | -811M▼ 133.9% | -2.49B▼ 207.2% | 4.34B▲ 274.4% | 7.73B▲ 78.0% | 958M▼ 87.6% | 1.02B▲ 6.7% | -114M▼ 111.2% | -497M▲ 0% |
| Operating Margin % | 17.48% | -23.24% | -53.65% | 78.96% | 79.57% | 30.27% | 33.05% | -1.71% | -8.48% |
| Operating Income Growth % | - | -133.9% | -207.15% | 274.43% | 78% | -87.61% | 6.68% | -111.15% | - |
| EBITDA | 2.4B | -800M | -2.48B | 4.36B | 7.83B | 1.07B | 1.12B | -14M | -422M |
| EBITDA Margin % | 17.56% | -22.93% | -53.42% | 79.16% | 80.58% | 33.71% | 36.32% | -0.21% | -7.2% |
| Interest Expense | 86.2M | 99M | 88M | 37M | 113M | 185M | 101M | 100M | 100M |
| Non-Operating Income | -86.2M | -99M | -88M | -37M | -98M | -109M | -101M | -100M | -75M |
| Pretax Income | 2.39B▲ 0% | -811M▼ 133.9% | -2.49B▼ 207.2% | 4.34B▲ 274.4% | 7.73B▲ 78.0% | 958M▼ 87.6% | 1.02B▲ 6.7% | -114M▼ 111.2% | -497M▲ 0% |
| Pretax Margin % | 17.48% | -23.24% | -53.65% | 78.96% | 79.57% | 30.27% | 33.05% | -1.71% | -8.48% |
| Income Tax | 338.3M | -369M | -854M | 666M | 1.5B | 4M | 46M | -186M | -167M |
| Effective Tax Rate % | 14.14% | 45.5% | 34.28% | 15.33% | 19.46% | 0.42% | 4.5% | 163.16% | 33.6% |
| Net Income | 1.99B▲ 0% | -497M▼ 125.0% | -1.63B▼ 228.8% | 3.42B▲ 309.1% | 6.19B▲ 81.0% | 934M▼ 84.9% | 946M▲ 1.3% | 27M▼ 97.1% | -373M▲ 0% |
| Net Margin % | 14.51% | -14.24% | -35.19% | 62.09% | 63.64% | 29.51% | 30.6% | 0.4% | -6.36% |
| Net Income Growth % | - | -125.03% | -228.77% | 309.12% | 81.04% | -84.9% | 1.28% | -97.15% | -393.7% |
| EPS (Diluted) | 21.02▲ 0% | -5.26▼ 125.0% | -17.29▼ 228.7% | 35.89▲ 307.6% | 69.75▲ 94.3% | 10.76▼ 84.6% | 11.74▲ 9.1% | -0.24▼ 102.0% | -5.35▲ 0% |
| EPS Growth % | - | -125.02% | -228.71% | 307.58% | 94.34% | -84.57% | 9.11% | -102.04% | -595.08% |
| EPS (Basic) | 21.02 | -5.26 | -17.29 | 35.89 | 72.34 | 10.99 | 11.86 | -0.24 | - |
| Diluted Shares Outstanding | 94.46M | 94.46M | 94.46M | 88.69M | 88.69M | 83.58M | 74.42M | 70.28M | 69.71M |
Jackson Financial Inc. (JXN) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|
| Total Assets | 259.33B | 297.06B | 353.46B | 375.56B | 314.98B | 330.25B | 338.45B | 352.59B | 339.54B |
| Asset Growth % | - | 14.55% | 18.99% | 6.25% | -16.13% | 4.85% | 2.48% | 4.18% | 11.99% |
| Total Investment Assets | 0 | 76.97B | 78.27B | 74.23B | 65.95B | 60.85B | 83.82B | 69.23B | 4M |
| Long-Term Investments | 0 | 58.81B | 19.19B | 53.65B | 45.16B | 43.04B | 43.53B | 21.46B | 63.36B |
| Short-Term Investments | 0 | 57.09B | 59.08B | 51.55B | 42.49B | 40.42B | 40.29B | 47.77B | 48.6B |
| Total Current Assets | 3.97B | 0 | 96.36B | 0 | 0 | 0 | 66.01B | 73.74B | 54.14B |
| Cash & Equivalents | 3.97B | 1.93B | 2.02B | 2.62B | 4.3B | 2.69B | 3.77B | 5.7B | 5.54B |
| Receivables | 0 | 8.37B | 35.27B | 33.13B | 29.06B | 25.57B | 21.95B | 20.27B | 62.1B |
| Other Current Assets | 0 | -67.4B | 0 | -87.3B | -75.85B | -68.68B | 0 | 0 | 0 |
| Goodwill & Intangibles | 10.66B | 0 | 13.9B | 0 | 0 | 0 | 11.89B | 11.66B | 34.99B |
| Goodwill | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | 10.66B | 0 | 13.9B | 0 | 0 | 0 | 11.89B | 11.66B | 0 |
| PP&E (Net) | 0 | 0 | 37M | 0 | 0 | 0 | 20M | 0 | 0 |
| Other Assets | 244.71B | -58.81B | 223.97B | -53.65B | -45.16B | -43.04B | 213.37B | 245B | 0 |
| Total Liabilities | 251.47B | 289.74B | 343.53B | 364.49B | 305.61B | 319.92B | 328.47B | 342.24B | 329.64B |
| Total Debt | 331.9M | 2.69B | 322M | 4.05B | 4.37B | 4.03B | 4.38B | 4.61B | 2.03B |
| Net Debt | -3.64B | 757.3M | -1.7B | 1.43B | 69M | 1.34B | 610M | -1.1B | -3.51B |
| Long-Term Debt | 331.9M | 2.69B | 322M | 4.05B | 4.37B | 4.03B | 4.38B | 4.61B | 2.03B |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 8M | 0 | 0 |
| Total Current Liabilities | 121.1M | 0 | 53.47B | 0 | 0 | 0 | 16.74B | 16.31B | 14.51B |
| Accounts Payable | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14.51B |
| Deferred Revenue | 0 | 0 | -10.3M | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Current Liabilities | -121.1M | -48.3M | 21.51B | -29.01B | -22.96B | 0 | 16.12B | 15.28B | 0 |
| Deferred Taxes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Liabilities | 251.02B | -2.69B | 343.21B | -4.05B | -4.37B | -4.03B | 307.35B | 321.32B | 313.1B |
| Total Equity | 7.86B▲ 0% | 7.32B▼ 6.9% | 9.92B▲ 35.5% | 11.07B▲ 11.6% | 9.38B▼ 15.3% | 10.33B▲ 10.2% | 9.98B▼ 3.4% | 10.34B▲ 3.6% | 9.9B▲ 0% |
| Equity Growth % | - | -6.89% | 35.54% | 11.6% | -15.32% | 10.19% | -3.41% | 3.61% | -2.96% |
| Shareholders Equity | 7.47B | 6.84B | 9.43B | 10.39B | 8.65B | 10.17B | 9.76B | 9.95B | 9.5B |
| Minority Interest | 390.2M | 484.1M | 493.6M | 680M | 732M | 164M | 218M | 389M | 404M |
| Retained Earnings | 2.74B | 1.37B | -324M | 2.81B | 6.4B | 7.04B | 7.71B | 7.47B | 6.97B |
| Common Stock | 0 | 0 | 1M | 1M | 1M | 1M | 1M | 1M | 1M |
| Accumulated OCI | -343.3M | 2.4B | 3.83B | 1.74B | -3.38B | -2.81B | -3.52B | -2.47B | -2.73B |
| Return on Equity (ROE) | 25.25% | -6.55% | -18.95% | 32.55% | 60.49% | 9.48% | 9.31% | 0.27% | -3.61% |
| Return on Assets (ROA) | 0.77% | -0.18% | -0.5% | 0.94% | 1.79% | 0.29% | 0.28% | 0.01% | -0.11% |
| Equity / Assets | 3.03% | 2.46% | 2.81% | 2.95% | 2.98% | 3.13% | 2.95% | 2.93% | 2.92% |
| Debt / Equity | 0.04x | 0.37x | 0.03x | 0.37x | 0.47x | 0.39x | 0.44x | 0.45x | 0.45x |
| Book Value per Share | 83.23 | 77.50 | 105.04 | 124.87 | 105.74 | 123.65 | 134.13 | 147.16 | 142.01 |
| Tangible BV per Share | -29.58 | 77.50 | -42.07 | 124.87 | 105.74 | 123.65 | -25.60 | -18.75 | 142.01 |
Jackson Financial Inc. (JXN) cash flow — operating, investing & free cash flow history
| Line item | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 5.82B | 4.37B | 3.71B | 5.68B | 5.21B | 5.31B | 5.79B | 5.76B | 5.76B |
| Operating CF Growth % | - | -24.97% | -15.02% | 53.07% | -8.38% | 2% | 9.1% | -0.6% | -113.9% |
| Operating CF / Revenue % | 42.53% | 125.19% | 79.95% | 103.25% | 53.56% | 167.77% | 187.35% | 86.16% | 98.23% |
| Net Income | 2.05B | -442M | -1.64B | 3.68B | 6.23B | 954M | 976M | 72M | -373M |
| Depreciation & Amortization | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -8M |
| Stock-Based Compensation | 38.6M | 79M | 56M | 129M | 131M | 107M | 191M | 132M | 178M |
| Deferred Taxes | 226.3M | -674M | -776M | 739M | 1.55B | -207M | 294M | -173M | -11M |
| Other Non-Cash Items | 2.04B | 7.78B | 7.18B | 1.77B | -2.39B | 4.46B | 4.63B | 5.97B | 3.93B |
| Working Capital Changes | 1.46B | -2.37B | -1.12B | -633M | -315M | -4M | -301M | -244M | -350M |
| Cash from Investing | -1.89B | -8.33B | -4.33B | -1.3B | -1.37B | -592M | -7.09B | -7.76B | -7.33B |
| Capital Expenditures | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Acquisitions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Purchase of Investments | -9.22B | -18.23B | -33.82B | -19.68B | -12.53B | -13.91B | -18.21B | -15.67B | -19.72B |
| Sale/Maturity of Investments | 7.5B | 10.55B | 30.14B | 19.62B | 11.62B | 11.8B | 10.81B | 8.46B | 10.01B |
| Other Investing | -173.3M | -646M | -654M | -1.23B | -464M | 1.51B | 312M | -547M | 2.37B |
| Cash from Financing | -2.27B | 1.93B | 705M | -3.77B | -2.16B | -6.33B | 2.37B | 3.94B | 5.68B |
| Dividends Paid | -450M | -2.88B | 0 | -50M | -186M | -236M | -255M | -267M | -262M |
| Share Repurchases | 0 | 0 | 0 | -211M | -321M | -306M | -442M | -669M | -317M |
| Stock Issued | 7.4M | 7M | 500M | 5M | 0 | 0 | 0 | 0 | 500M |
| Debt Issuance (Net) | -1000K | 1000K | 1000K | 1000K | -1000K | -1000K | 1000K | -1000K | 1000K |
| Other Financing | -1.22B | 2.15B | 185M | -5.47B | -1.58B | -5.91B | 2.2B | 5.37B | 6.38B |
| Net Change in Cash | 1.66B▲ 0% | -2.03B▼ 222.4% | 84M▲ 104.1% | 612M▲ 628.6% | 1.67B▲ 172.9% | -1.61B▼ 196.4% | 1.08B▲ 166.8% | 1.94B▲ 80.0% | 1.65B▲ 0% |
| Exchange Rate Effect | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash at Beginning | 2.31B | 3.97B | 1.94B | 2.02B | 2.63B | 4.3B | 2.69B | 3.77B | 5.7B |
| Cash at End | 3.97B | 1.94B | 2.02B | 2.63B | 4.3B | 2.69B | 3.77B | 5.7B | 5.54B |
| Free Cash Flow | 5.82B▲ 0% | 4.37B▼ 25.0% | 3.71B▼ 15.0% | 5.68B▲ 53.1% | 5.21B▼ 8.4% | 5.31B▲ 2.0% | 5.79B▲ 9.1% | 5.76B▼ 0.6% | 4.16B▲ 0% |
| FCF Growth % | - | -24.97% | -15.02% | 53.07% | -8.38% | 2% | 9.1% | -0.6% | -30.15% |
| FCF Margin % | 42.53% | 125.19% | 79.95% | 103.25% | 53.56% | 167.77% | 187.35% | 86.16% | 71.03% |
| FCF per Share | 61.63 | 46.24 | 39.3 | 64.07 | 58.7 | 63.53 | 77.84 | 81.93 | 81.93 |
Jackson Financial Inc. (JXN) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|---|---|---|
| Combined Ratio | 123.24% | 153.65% | 21.04% | 20.43% | 69.73% | 66.95% | 101.71% | 108.48% |
| Medical Cost Ratio | 91.6% | 125.82% | 9.29% | 8.35% | 22.05% | 22.7% | 14.53% | -2.95% |
| Return on Equity (ROE) | -6.55% | -18.95% | 32.55% | 60.49% | 9.48% | 9.31% | 0.27% | -3.61% |
| Return on Assets (ROA) | -0.18% | -0.5% | 0.94% | 1.79% | 0.29% | 0.28% | 0.01% | -0.11% |
| Equity / Assets | 2.46% | 2.81% | 2.95% | 2.98% | 3.13% | 2.95% | 2.93% | 2.92% |
| Book Value / Share | 77.5 | 105.04 | 124.87 | 105.74 | 123.65 | 134.13 | 147.16 | 142.01 |
| Debt / Equity | 0.37x | 0.03x | 0.37x | 0.47x | 0.39x | 0.44x | 0.45x | 0.45x |
| Revenue Growth | -74.51% | 33.08% | 18.52% | 76.63% | -67.44% | -2.31% | 116.14% | -18.29% |
Jackson Financial Inc. (JXN) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 5, 2026·SEC
May 5, 2026·SEC
Apr 9, 2026·SEC
Jackson Financial Inc. (JXN) stock FAQ — growth, dividends, profitability & financials explained
Jackson Financial Inc. (JXN) grew revenue by 116.1% over the past year. This is strong growth.
Jackson Financial Inc. (JXN) reported a net loss of $373.0M for fiscal year 2025.
Yes, Jackson Financial Inc. (JXN) pays a dividend with a yield of 2.76%. This makes it attractive for income-focused investors.
Jackson Financial Inc. (JXN) has a return on equity (ROE) of 0.3%. This is below average, suggesting room for improvement.
Jackson Financial Inc. (JXN) has a combined ratio of 101.7%. A ratio above 100% means claims and expenses exceed premiums.
Jackson Financial Inc. (JXN) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates