Jackson Financial Inc. (JXN) quarterly balance sheet — complete assets, liabilities & equity history
| Metric | Q1'26 | Q4'25 | Q3'25 | Q2'25 | Q1'25 | Q4'24 | Q3'24 | Q2'24 | Q1'24 | Q4'23 | Q3'23 | Q2'23 | Q1'23 | Q4'22 | Q3'22 | Q2'22 | Q1'22 | Q4'21 | Q3'21 | Q2'21 |
|---|
| Total Assets | 328.83B | 352.59B | 353.56B | 343.72B | 327.19B | 338.45B | 345.66B | 337.78B | 340.28B | 330.25B | 314.53B | 326.98B | 321.46B | 314.98B | 302.97B | 316.2B | 352.64B | 375.56B | 364.37B | 366.66B |
| Asset Growth % | 0.5% | 4.18% | 2.28% | 1.76% | -3.85% | 2.48% | 9.9% | 3.3% | 5.85% | 4.85% | 3.82% | 3.41% | -8.84% | -16.13% | -16.85% | -13.76% | -0.73% | 6.25% | - | - |
| Total Investment Assets | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
| Long-Term Investments | 294.46B | 21.46B | 21.12B | 20.78B | 20.9B | 43.53B | 45.51B | 43.2B | 42.64B | 43.04B | 41.66B | 22.22B | 46.35B | 45.16B | 44.14B | 45.85B | 48.93B | 53.65B | 54.05B | 54.26B |
| Short-Term Investments | 0 | 47.77B | 46.57B | 44.2B | 42.83B | 40.29B | 42.29B | 40.35B | 40.09B | 40.42B | 39.08B | 42.06B | 43.77B | 42.49B | 41.68B | 43.48B | 46.77B | 51.55B | 52.12B | 52.47B |
| Total Current Assets | 5.54B | 73.74B | 71.89B | 69.06B | 68.42B | 66.01B | 0 | 0 | 0 | 0 | 0 | 71.43B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash & Equivalents | 5.54B | 5.7B | 4.56B | 3.78B | 3.89B | 3.77B | 3.06B | 1.74B | 2.54B | 2.69B | 2.76B | 2.1B | 1.78B | 4.3B | 5.33B | 5.26B | 2.67B | 2.62B | 2.48B | 1.53B |
| Receivables | 0 | 20.27B | 20.75B | 21.08B | 21.7B | 21.95B | 23.11B | 23.82B | 24.68B | 25.57B | 26.38B | 27.26B | 28.32B | 29.06B | 30.8B | 31.67B | 32.4B | 33.13B | 33.75B | 34.25B |
| Other Current Assets | 0 | 0 | 0 | 0 | 0 | 0 | -68.46B | -65.91B | -67.32B | -68.68B | -68.22B | 0 | -73.87B | -75.85B | -77.81B | -80.4B | -81.85B | -87.3B | -88.36B | -88.25B |
| Goodwill & Intangibles | 0 | 11.66B | 11.65B | 11.68B | 11.77B | 11.89B | 0 | 0 | 0 | 0 | 0 | 12.6B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Goodwill | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | 0 | 11.66B | 11.65B | 11.68B | 11.77B | 11.89B | 0 | 0 | 0 | 0 | 0 | 12.6B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| PP&E (Net) | 0 | 0 | 0 | 0 | 0 | 20M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Assets | 28.22B | 245B | 248.32B | 241.75B | 225.73B | 213.37B | -45.51B | -43.2B | -42.64B | -43.04B | -41.66B | 290.06B | -46.35B | -45.16B | -44.14B | -45.85B | -48.93B | -53.65B | -54.05B | -54.26B |
| Total Liabilities | 318.93B | 342.24B | 343.06B | 333.12B | 316.67B | 328.47B | 334.75B | 327.49B | 329.92B | 319.92B | 304.28B | 317.56B | 312B | 305.61B | 293.27B | 305.89B | 342.35B | 364.49B | 353.52B | 355.67B |
| Total Debt | 2.03B | 4.61B | 4.65B | 4.67B | 4.33B | 4.38B | 4.4B | 4.08B | 4.1B | 4.03B | 4.65B | 4.63B | 4.65B | 4.37B | 4.38B | 2.63B | 2.64B | 4.05B | 2.67B | 317.7M |
| Net Debt | -3.51B | -1.1B | 86M | 885M | 446M | 610M | 1.34B | 2.34B | 1.56B | 1.34B | 1.89B | 2.53B | 2.87B | 69M | -952M | -2.62B | -34M | 1.43B | 188.4M | -1.22B |
| Long-Term Debt | 2.03B | 4.61B | 4.65B | 4.67B | 4.33B | 4.38B | 4.4B | 4.08B | 4.1B | 4.03B | 4.65B | 4.03B | 4.65B | 4.37B | 4.38B | 2.63B | 2.64B | 4.05B | 1.07B | 317.7M |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 8M | 0 | 0 | 0 | 0 | 0 | 599M | 0 | 0 | 0 | 0 | 0 | 0 | 1.6B | 0 |
| Total Current Liabilities | 0 | 16.31B | 16.82B | 17.38B | 17.91B | 16.74B | 0 | 0 | 0 | 0 | 0 | 21.17B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accounts Payable | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Deferred Revenue | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Current Liabilities | 0 | 15.28B | 15.79B | 16.21B | 16.87B | 16.12B | 0 | 0 | 0 | 0 | -19.97B | -599M | -22.25B | -22.96B | -23.9B | -25.51B | -27.2B | -29.01B | -1.62B | -23.5M |
| Deferred Taxes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Liabilities | 316.9B | 321.32B | 321.59B | 311.07B | 294.43B | 307.35B | -4.4B | -4.08B | -4.1B | -4.03B | -4.65B | -4.03B | -4.65B | -4.37B | -4.38B | -2.63B | -2.64B | -4.05B | -1.07B | -317.7M |
| Total Equity | 9.9B | 10.34B | 10.5B | 10.6B | 10.53B | 9.98B | 10.91B | 10.28B | 10.36B | 10.33B | 10.25B | 9.42B | 9.47B | 9.38B | 9.7B | 10.31B | 10.29B | 11.07B | 10.86B | 10.99B |
| Equity Growth % | -5.94% | 3.61% | -3.72% | 3.09% | 1.63% | -3.41% | 6.38% | 9.14% | 9.39% | 10.19% | 5.67% | -8.6% | -7.99% | -15.32% | -10.62% | -6.18% | -2.64% | 11.6% | - | - |
| Shareholders Equity | 9.5B | 9.95B | 10.23B | 10.35B | 10.3B | 9.76B | 10.7B | 10.08B | 10.17B | 10.17B | 9.48B | 8.65B | 8.64B | 8.65B | 8.97B | 9.56B | 9.57B | 10.39B | 10.26B | 10.39B |
| Minority Interest | 404M | 389M | 272M | 248M | 224M | 218M | 209M | 200M | 187M | 164M | 775M | 771M | 829M | 732M | 729M | 747M | 715M | 680M | 597.9M | 599.1M |
| Retained Earnings | 6.97B | 7.47B | 7.74B | 7.73B | 7.62B | 7.71B | 7.43B | 7.96B | 7.77B | 7.04B | 8.66B | 5.95B | 4.85B | 6.4B | 9.06B | 7.63B | 4.78B | 2.81B | 2.27B | 2.07B |
| Common Stock | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 1M | 900K | 900K |
| Accumulated OCI | -2.73B | -2.47B | -2.61B | -2.62B | -2.72B | -3.52B | -2.38B | -3.63B | -3.42B | -2.81B | -5.19B | -3.37B | -2.31B | -3.38B | -5.72B | -3.72B | -939M | 1.74B | 2.06B | 2.4B |
| Return on Equity (ROE) | -4.19% | -1.96% | 0.72% | 1.69% | -0.23% | 3.3% | -4.43% | 2.66% | 7.68% | -15.15% | 28.19% | 12.89% | -15.89% | -7.44% | 18.78% | 31.68% | 20.54% | 5.34% | 1.89% | -5.01% |
| Return on Assets (ROA) | -0.12% | -0.06% | 0.02% | 0.05% | -0.01% | 0.1% | -0.14% | 0.08% | 0.24% | -0.48% | 0.86% | 0.38% | -0.47% | -0.23% | 0.61% | 0.98% | 0.6% | 0.16% | 0.06% | -0.15% |
| Equity / Assets | 3.01% | 2.93% | 2.97% | 3.08% | 3.22% | 2.95% | 3.16% | 3.04% | 3.04% | 3.13% | 3.26% | 2.88% | 2.94% | 2.98% | 3.2% | 3.26% | 2.92% | 2.95% | 2.98% | 3% |
| Debt / Equity | 0.20x | 0.45x | 0.44x | 0.44x | 0.41x | 0.44x | 0.40x | 0.40x | 0.40x | 0.39x | 0.45x | 0.49x | 0.49x | 0.47x | 0.45x | 0.26x | 0.26x | 0.37x | 0.25x | 0.03x |
| Book Value per Share | 142.01 | 147.16 | 149.42 | 147.38 | 143.26 | 134.13 | 144.70 | 133.42 | 131.31 | 129.30 | 123.80 | 111.18 | 114.55 | 112.05 | 110.39 | 115.62 | 114.37 | 117.22 | 114.92 | 116.34 |
| Tangible BV per Share | 142.01 | -18.75 | -16.41 | -15.00 | -16.95 | -25.60 | 144.70 | 133.42 | 131.31 | 129.30 | 123.80 | -37.47 | 114.55 | 112.05 | 110.39 | 115.62 | 114.37 | 117.22 | 114.92 | 116.34 |