Jackson Financial Inc. (JXN)
NYSE: JXN · Real-Time Price · USD
135.32
+0.94 (0.70%)
Aug 14, 2026, 4:00 PM EDT - Market closed
Jackson Financial Balance Sheet
Financials in millions USD. Fiscal year is January - December.
Millions USD. Fiscal year is Jan - Dec.
Assets
Fiscal Year | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Investments in Debt Securities | 55,742 | 50,791 | 43,335 | 42,575 | 44,662 | 53,258 |
Investments in Equity & Preferred Securities | 3,341 | 3,008 | 2,702 | 2,526 | 3,605 | 3,110 |
Policy Loans | 4,484 | 4,426 | 4,403 | 4,399 | 4,377 | 4,475 |
Total Investments | 74,802 | 68,666 | 60,586 | 60,362 | 64,535 | 73,115 |
Cash & Equivalents | 5,986 | 5,704 | 3,767 | 2,688 | 4,298 | 2,623 |
Reinsurance Recoverable | 18,440 | 19,636 | 21,951 | 25,571 | 29,267 | 33,126 |
Other Receivables | 714 | 634 | 529 | 512 | 514 | 503 |
Deferred Policy Acquisition Cost | 11,655 | 11,660 | 11,887 | 12,302 | 12,923 | 14,249 |
Separate Account Assets | 245,387 | 236,496 | 229,143 | 219,656 | 195,906 | 248,949 |
Property, Plant & Equipment | - | 54 | 20 | 24 | 26 | 31 |
Restricted Cash | - | - | - | 3 | 3 | 8 |
Other Current Assets | 8,468 | 8,315 | 9,193 | 7,122 | 6,130 | 987 |
Long-Term Deferred Tax Assets | 609 | 719 | 480 | 640 | 320 | 954 |
Long-Term Deferred Charges | - | - | - | - | - | 2 |
Other Long-Term Assets | 1,004 | 702 | 894 | 1,375 | 1,061 | 1,012 |
Total Assets | 367,065 | 352,586 | 338,450 | 330,255 | 314,983 | 375,559 |
Liabilities
Fiscal Year | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Accrued Expenses | - | 613 | 618 | 559 | 548 | 644 |
Insurance & Annuity Liabilities | 83,919 | 78,559 | 69,384 | 67,217 | 70,508 | 76,343 |
Unpaid Claims | - | - | - | - | - | 1,050 |
Reinsurance Payable | 14,090 | 14,960 | 16,742 | 19,952 | 22,957 | 29,007 |
Current Portion of Long-Term Debt | - | - | 877 | 382 | 829 | - |
Current Portion of Leases | - | 11 | - | - | - | - |
Short-Term Debt | 477 | 1,036 | 1,554 | 19 | 1,048 | 1,589 |
Long-Term Debt | 5,243 | 4,608 | 4,377 | 4,025 | 3,769 | 4,053 |
Long-Term Leases | - | 45 | 26 | 32 | 36 | 43 |
Separate Account Liability | 245,387 | 236,496 | 229,143 | 219,656 | 195,906 | 248,949 |
Other Current Liabilities | 4,039 | 4,069 | 4,108 | 6,643 | 8,185 | 954 |
Other Long-Term Liabilities | 3,436 | 1,847 | 1,639 | 1,436 | 1,819 | 1,853 |
Total Liabilities | 356,591 | 342,244 | 328,468 | 319,921 | 305,605 | 364,485 |
Shareholders' Equity
Fiscal Year | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Preferred Stock, Redeemable | 533 | 533 | 533 | 533 | - | - |
Common Stock | 1 | 1 | 1 | 1 | 1 | 1 |
Additional Paid-In Capital | 6,401 | 6,063 | 6,046 | 6,005 | 6,063 | 6,051 |
Retained Earnings | 7,549 | 7,471 | 7,713 | 7,038 | 6,403 | 2,809 |
Treasury Stock | -1,897 | -1,645 | -1,007 | -599 | -443 | -211 |
Comprehensive Income & Other | -2,625 | -2,470 | -3,522 | -2,808 | -3,378 | 1,744 |
Total Common Equity | 9,429 | 9,420 | 9,231 | 9,637 | 8,646 | 10,394 |
Minority Interest | 512 | 389 | 218 | 164 | 732 | 680 |
Shareholders' Equity | 10,474 | 10,342 | 9,982 | 10,334 | 9,378 | 11,074 |
Total Liabilities & Equity | 367,065 | 352,586 | 338,450 | 330,255 | 314,983 | 375,559 |
Additional Metrics
Fiscal Year | TTM | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Filing Date Shares Outstanding | 67.73 | 70.68 | 72.65 | 77.41 | 82.28 | 87.43 |
Total Common Shares Outstanding | 68.19 | 66.83 | 73.38 | 78.66 | 82.69 | 88.69 |
Total Debt | 5,720 | 5,700 | 6,834 | 4,458 | 5,682 | 5,685 |
Net Cash (Debt) | 266 | 4 | -3,067 | -1,770 | -1,384 | -3,062 |
Net Cash Growth | - | - | - | - | - | - |
Net Cash Per Share | 3.81 | 0.06 | -39.93 | -21.18 | -15.60 | -32.41 |
Book Value Per Share | 138.28 | 140.96 | 125.80 | 122.51 | 104.56 | 117.20 |
Tangible Book Value | 9,429 | 9,420 | 9,231 | 9,637 | 8,646 | 10,394 |
Tangible Book Value Per Share | 138.28 | 140.96 | 125.80 | 122.51 | 104.56 | 117.20 |