Jackson Financial Inc. (JXN)

Smartsheet Balance Sheet

Financials in millions USD. Fiscal year is January - December.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Jun 30, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Investments in Debt Securities	47,128	43,335	42,575	44,662	53,258	60,352
Investments in Equity & Preferred Securities	2,723	2,702	2,526	3,605	3,110	2,184
Policy Loans	4,452	4,403	4,399	4,377	4,475	4,524
Total Investments	64,581	60,586	60,362	64,535	73,115	78,865
Cash & Equivalents	3,784	3,767	2,688	4,298	2,623	2,019
Reinsurance Recoverable	20,520	21,951	25,571	29,267	33,126	35,270
Other Receivables	561	529	512	514	503	558
Deferred Policy Acquisition Cost	11,681	11,887	12,302	12,923	14,249	13,897
Separate Account Assets	232,208	229,143	219,656	195,906	248,949	219,063
Property, Plant & Equipment	-	20	24	26	31	37
Restricted Cash	-	-	3	3	8	-
Other Current Assets	8,996	9,193	7,122	6,130	987	1,498
Long-Term Deferred Tax Assets	449	480	640	320	954	1,058
Long-Term Deferred Charges	-	-	-	-	2	1
Other Long-Term Assets	942	894	1,375	1,061	1,012	1,190
Total Assets	343,722	338,450	330,255	314,983	375,559	353,456
Accrued Expenses	-	618	559	548	644	119
Insurance & Annuity Liabilities	72,882	69,384	67,217	70,508	76,343	84,918
Unpaid Claims	-	-	-	-	1,050	1,110
Reinsurance Payable	15,740	16,742	19,952	22,957	29,007	31,972
Current Portion of Long-Term Debt	261	877	382	829	-	9
Current Portion of Leases	-	8	-	-	-	-
Short-Term Debt	1,169	1,554	19	1,048	1,589	1,493
Long-Term Debt	4,669	4,377	4,025	3,769	4,053	322
Long-Term Leases	-	18	32	36	43	51
Separate Account Liability	232,208	229,143	219,656	195,906	248,949	219,063
Other Current Liabilities	3,781	4,108	6,643	8,185	954	1,150
Other Long-Term Liabilities	2,410	1,639	1,436	1,819	1,853	3,326
Total Liabilities	333,120	328,468	319,921	305,605	364,485	343,533
Preferred Stock, Redeemable	533	533	533	-	-	-
Common Stock	1	1	1	1	1	1
Additional Paid-In Capital	6,047	6,046	6,005	6,063	6,051	5,927
Retained Earnings	7,733	7,713	7,038	6,403	2,809	-324
Treasury Stock	-1,337	-1,007	-599	-443	-211	-
Comprehensive Income & Other	-2,623	-3,522	-2,808	-3,378	1,744	3,825
Total Common Equity	9,821	9,231	9,637	8,646	10,394	9,429
Minority Interest	248	218	164	732	680	494
Shareholders' Equity	10,602	9,982	10,334	9,378	11,074	9,923
Total Liabilities & Equity	343,722	338,450	330,255	314,983	375,559	353,456
Filing Date Shares Outstanding	69.65	72.65	77.41	82.28	87.43	94.46
Total Common Shares Outstanding	69.96	73.38	78.66	82.69	88.69	94.46
Total Debt	6,099	6,834	4,458	5,682	5,685	1,875
Net Cash (Debt)	-2,315	-3,067	-1,770	-1,384	-3,062	144
Net Cash Per Share	-31.41	-39.93	-21.18	-15.60	-32.41	2.13
Book Value Per Share	140.38	125.80	122.51	104.56	117.20	99.82
Tangible Book Value	9,821	9,231	9,637	8,646	10,394	9,429
Tangible Book Value Per Share	140.38	125.80	122.51	104.56	117.20	99.82

Updated May 7, 2025. Source: S&P Global Market Intelligence. Insurance template. Financial Sources.

SEC Filings: 10-K · 10-Q