Jackson Financial Inc. (JXN)

Jackson Financial Balance Sheet

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

Fiscal Year	TTM	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Sep 30, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Investments in Debt Securities	45,226	42,575	44,662	53,258	60,352	58,418
Investments in Equity & Preferred Securities	2,606	2,526	3,605	3,110	2,184	1,967
Policy Loans	4,453	4,399	4,377	4,475	4,524	4,707
Total Investments	62,585	60,362	64,535	73,115	78,865	75,864
Cash & Equivalents	3,061	2,688	4,298	2,623	2,019	1,935
Reinsurance Recoverable	23,108	25,571	29,267	33,126	35,270	8,372
Other Receivables	528	512	514	503	558	594.2
Deferred Policy Acquisition Cost	11,986	12,302	12,923	14,249	13,897	12,337
Separate Account Assets	235,037	219,656	195,906	248,949	219,063	195,071
Property, Plant & Equipment	-	24	26	31	37	46.4
Restricted Cash	-	3	3	8	-	-
Other Current Assets	7,906	7,122	6,130	987	1,498	984.7
Long-Term Deferred Tax Assets	527	640	320	954	1,058	682.6
Long-Term Deferred Charges	-	-	-	2	1	53.6
Other Long-Term Assets	924	1,375	1,061	1,012	1,190	1,117
Total Assets	345,662	330,255	314,983	375,559	353,456	297,057
Accrued Expenses	-	559	548	644	119	120
Insurance & Annuity Liabilities	68,877	67,217	70,508	76,343	84,918	82,480
Unpaid Claims	-	-	-	1,050	1,110	1,024
Reinsurance Payable	18,103	19,952	22,957	29,007	31,972	3,760
Current Portion of Long-Term Debt	87	382	829	-	9	2.3
Current Portion of Leases	-	9	-	-	-	-
Short-Term Debt	820	19	1,048	1,589	1,493	348.4
Long-Term Debt	4,399	4,025	3,769	4,053	322	2,692
Long-Term Leases	-	23	36	43	51	61.6
Separate Account Liability	235,037	219,656	195,906	248,949	219,063	195,071
Other Current Liabilities	4,846	6,643	8,185	954	1,150	22
Other Long-Term Liabilities	2,586	1,436	1,819	1,853	3,326	4,155
Total Liabilities	334,755	319,921	305,605	364,485	343,533	289,736
Preferred Stock, Redeemable	533	533	-	-	-	-
Common Stock	1	1	1	1	1	-
Additional Paid-In Capital	6,025	6,005	6,063	6,051	5,927	3,078
Retained Earnings	7,431	7,038	6,403	2,809	-324	1,366
Treasury Stock	-909	-599	-443	-211	-	-
Comprehensive Income & Other	-2,383	-2,808	-3,378	1,744	3,825	2,393
Total Common Equity	10,165	9,637	8,646	10,394	9,429	6,837
Minority Interest	209	164	732	680	494	484.1
Shareholders' Equity	10,907	10,334	9,378	11,074	9,923	7,321
Total Liabilities & Equity	345,662	330,255	314,983	375,559	353,456	297,057
Filing Date Shares Outstanding	73.86	77.41	82.28	87.43	94.46	-
Total Common Shares Outstanding	74.35	78.66	82.69	88.69	94.46	-
Total Debt	5,306	4,458	5,682	5,685	1,875	3,104
Net Cash (Debt)	-2,245	-1,770	-1,384	-3,062	144	-1,170
Net Cash Per Share	-28.98	-21.18	-15.60	-32.41	2.13	-30.95
Book Value Per Share	136.72	122.51	104.56	117.20	99.82	-
Tangible Book Value	10,165	9,637	8,646	10,394	9,429	6,837
Tangible Book Value Per Share	136.72	122.51	104.56	117.20	99.82	-

Source: S&P Capital IQ. Insurance template. Financial Sources.