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Jackson Financial Inc. (JXN)
NYSE: JXN · Real-Time Price · USD
141.33
+3.69 (2.68%)
Nov 3, 2026, 1:54 PM EST - Market open

Jackson Financial Balance Sheet

Millions USD. Fiscal year is Jan - Dec.

Assets

Fiscal Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Period Ending
Jun '26 Mar '26 Dec '25 Sep '25 Jun '25 Mar '25 Dec '24 Sep '24 Jun '24 Mar '24 Dec '23 Sep '23 Jun '23 Mar '23 Dec '22 Sep '22 Jun '22 Mar '22 Dec '21 Sep '21
Investments in Debt Securities
55,74251,94850,79149,56947,12845,67343,33545,22642,91942,34642,57541,32244,27346,02944,66243,80545,48348,55653,25853,640
Investments in Equity & Preferred Securities
3,3413,1393,0082,8842,7232,7022,7022,6062,5452,4492,5263,4983,3903,5553,6053,4723,5213,2773,1102,691
Policy Loans
4,4844,4314,4264,4874,4524,4074,4034,4534,4394,3864,3994,3684,3814,3774,3774,4464,4594,4634,4754,512
Total Investments
74,80270,19368,66667,31664,58163,14660,58662,58560,33359,83660,36260,09563,19665,69564,53563,79865,76868,41673,11573,422
Cash & Equivalents
5,9865,5395,7044,5623,7843,8873,7673,0611,7362,5422,6882,7602,1001,7794,2985,3315,2582,6742,6232,482
Reinsurance Recoverable
18,44019,04719,63620,16920,52021,16321,95123,10823,82024,68425,57126,37927,26328,31629,26730,79631,66732,40233,12633,753
Other Receivables
714636634585561535529528518488512505528497514509504484503511.3
Deferred Policy Acquisition Cost
11,65511,63411,66011,65411,68111,77011,88711,98612,06612,17312,30212,44712,59912,76012,92312,79713,11514,03714,24914,017
Separate Account Assets
245,387223,452236,496239,046232,208217,572229,143235,037229,088230,773219,656202,903212,719204,366195,906185,042196,184231,198248,949237,096
Property, Plant & Equipment
--54---20---24---26---31-
Restricted Cash
--------323532310868-
Other Current Assets
8,4687,4028,3158,7778,9967,8069,1937,9068,7788,2337,1227,7356,8986,2486,1301,9461,213783987656.4
Long-Term Deferred Tax Assets
6096107195734493824805277687496406326817553207599811,3439541,005
Long-Term Deferred Charges
------------------2-
Other Long-Term Assets
1,0041,0247028769429328949246668001,3751,0739931,0461,0611,9821,5071,2981,0121,431
Total Assets
367,065339,537352,586353,558343,722327,193338,450345,662337,776340,280330,255314,534326,980321,464314,983302,970316,205352,641375,559364,373

Liabilities

Fiscal Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Period Ending
Jun '26 Mar '26 Dec '25 Sep '25 Jun '25 Mar '25 Dec '24 Sep '24 Jun '24 Mar '24 Dec '23 Sep '23 Jun '23 Mar '23 Dec '22 Sep '22 Jun '22 Mar '22 Dec '21 Sep '21
Accrued Expenses
--613---618---559---548---644-
Insurance & Annuity Liabilities
83,91979,40978,55976,20172,88270,05469,38468,87766,09366,48267,21767,18468,48069,46370,50873,32774,58874,27576,34377,823
Unpaid Claims
---------------9771,0411,1351,0501,042
Reinsurance Payable
14,09014,51114,96015,49815,74016,27516,74218,10318,46519,24419,95219,97321,17022,25422,95723,90025,50627,19929,00729,771
Current Portion of Long-Term Debt
----84998778767918838295184074682923860--1,602
Current Portion of Leases
--11-----------------
Short-Term Debt
4775051,0361,0321,1691,0351,5548201,7971,82019281,6781,1241,04827321,0991,589326.7
Long-Term Debt
5,2434,5704,6084,6484,6694,3334,3774,3994,0754,1014,0254,0464,0304,0503,7694,3792,6342,6404,0531,069
Long-Term Leases
--45---26---32---36---43-
Separate Account Liability
245,387223,452236,496239,046232,208217,572229,143235,037229,088230,773219,656202,903212,719204,366195,906185,042196,184231,198248,949237,096
Other Current Liabilities
4,0394,5524,0694,0243,9584,6224,1084,8464,7275,0356,6436,5646,5367,4678,1853,0251,77893095440.4
Other Long-Term Liabilities
3,4362,6381,8472,6082,4102,6781,6392,5862,5682,2811,4362,6322,1042,5271,8192,3524,0723,8761,8534,746
Total Liabilities
356,591329,637342,244343,057333,120316,668328,468334,755327,492329,924319,921304,281317,557311,997305,605293,267305,895342,352364,485353,516

Shareholders' Equity

Fiscal Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Period Ending
Jun '26 Mar '26 Dec '25 Sep '25 Jun '25 Mar '25 Dec '24 Sep '24 Jun '24 Mar '24 Dec '23 Sep '23 Jun '23 Mar '23 Dec '22 Sep '22 Jun '22 Mar '22 Dec '21 Sep '21
Preferred Stock, Redeemable
533533533533533533533533533533533533533533------
Common Stock
11111111111111111110.9
Additional Paid-In Capital
6,4016,3936,0636,0566,0476,0426,0466,0256,0076,0056,0056,0075,9976,0706,0636,0366,0206,0816,0515,928
Retained Earnings
7,5496,9687,4717,7417,7337,6237,7137,4317,9657,7667,0388,6615,9524,8526,4039,0657,6354,7822,8092,275
Treasury Stock
-1,897-1,671-1,645-1,493-1,337-1,179-1,007-909-796-713-599-537-466-510-443-410-371-351-211-
Comprehensive Income & Other
-2,625-2,728-2,470-2,609-2,623-2,719-3,522-2,383-3,626-3,423-2,808-5,187-3,365-2,308-3,378-5,718-3,722-9391,7442,055
Total Common Equity
9,4298,9639,4209,6969,8219,7689,23110,1659,5519,6369,6378,9458,1198,1058,6468,9749,5639,57410,39410,258
Minority Interest
512404389272248224218209200187164775771829732729747715680597.9
Shareholders' Equity
10,4749,90010,34210,50110,60210,5259,98210,90710,28410,35610,33410,2539,4239,4679,3789,70310,31010,28911,07410,856
Total Liabilities & Equity
367,065339,537352,586353,558343,722327,193338,450345,662337,776340,280330,255314,534326,980321,464314,983302,970316,205352,641375,559364,373

Additional Metrics

Fiscal Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Period Ending
Jun '26 Mar '26 Dec '25 Sep '25 Jun '25 Mar '25 Dec '24 Sep '24 Jun '24 Mar '24 Dec '23 Sep '23 Jun '23 Mar '23 Dec '22 Sep '22 Jun '22 Mar '22 Dec '21 Sep '21
Filing Date Shares Outstanding
67.7369.7470.6867.9769.6571.4472.6573.8675.2476.2677.4179.581.9182.4982.2883.0484.8686.387.4394.46
Total Common Shares Outstanding
68.1970.2766.8368.3369.9671.8873.3874.3575.776.6278.6680.0581.9181.0482.6983.6784.8685.2688.6994.46
Total Debt
5,7205,0755,7005,6805,9225,4676,8345,3066,5516,1094,4585,0256,5485,9205,6824,6442,7263,7395,6852,997
Net Cash (Debt)
2664644-1,118-2,138-1,580-3,067-2,245-4,815-3,567-1,770-2,265-4,448-4,141-1,3846872,532-1,065-3,062-515.1
Net Cash Growth (YoY)
--------------------
Net Cash Per Share
3.786.650.06-15.91-29.72-21.51-40.82-29.78-61.82-45.23-22.15-27.35-52.48-50.11-16.547.8228.40-11.84-32.41-5.45
Book Value Per Share
138.28127.55140.96141.89140.38135.90125.80136.72126.17125.76122.51111.7499.12100.01104.56107.26112.69112.29117.20108.59
Tangible Book Value
9,4298,9639,4209,6969,8219,7689,23110,1659,5519,6369,6378,9458,1198,1058,6468,9749,5639,57410,39410,258
Tangible Book Value Per Share
138.28127.55140.96141.89140.38135.90125.80136.72126.17125.76122.51111.7499.12100.01104.56107.26112.69112.29117.20108.59
SEC Filings: 10-K · 10-Q