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 Income Statement
Financials in millions USD. Fiscal year is January - December.
Millions USD. Fiscal year is Jan - Dec.
Fiscal Quarter | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Mar '26 Mar 31, 2026 | Dec '25 Dec 31, 2025 | Sep '25 Sep 30, 2025 | Jun '25 Jun 30, 2025 | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Sep '24 Sep 30, 2024 | Jun '24 Jun 30, 2024 | Mar '24 Mar 31, 2024 | Dec '23 Dec 31, 2023 | Sep '23 Sep 30, 2023 | Jun '23 Jun 30, 2023 | Mar '23 Mar 31, 2023 | Dec '22 Dec 31, 2022 | Sep '22 Sep 30, 2022 | Jun '22 Jun 30, 2022 | Mar '22 Mar 31, 2022 | Dec '21 Dec 31, 2021 | Sep '21 Sep 30, 2021 |
Premiums & Annuity Revenue | 38 | 28 | 38 | 31 | 40 | 40 | 40 | 31 | 37 | 38 | 38 | 32 | 52 | 25 | 27 | 36 | 32 | 37 | 33 | 37 |
Total Interest & Dividend Income | 868 | 857 | 743 | 786 | 702 | 729 | 705 | 755 | 730 | 661 | 732 | 706 | 723 | 657 | 595 | 672 | 750 | 610 | 668 | 638 |
Gain (Loss) on Sale of Investments | 26 | -138 | 27 | -17 | -13 | -21 | -77 | -17 | -67 | -36 | -726 | -97 | -59 | -8 | 58 | -79 | -166 | -182 | 71 | 33 |
Other Revenue | -764 | 2,155 | 1,198 | 635 | -1,200 | 3,002 | -423 | 1,388 | 570 | -985 | 838 | 1,944 | -336 | -1,438 | -2,694 | 2,333 | 6,078 | 1,756 | 953 | 867 |
| 168 | 2,902 | 2,006 | 1,435 | -471 | 3,750 | 245 | 2,157 | 1,270 | -322 | 882 | 2,585 | 380 | -764 | -2,014 | 2,962 | 6,694 | 2,221 | 1,725 | 1,575 | |
Revenue Growth (YoY) | - | -22.61% | 718.78% | -33.47% | - | - | -72.22% | -16.56% | 234.21% | - | - | -12.73% | -94.32% | - | - | 88.06% | 1421.36% | -59.67% | 187.21% | 1317.64% |
Policy Benefits | 561 | 591 | 529 | 556 | 563 | 544 | 571 | 484 | 464 | 505 | 624 | 515 | 546 | 527 | 461 | 424 | 497 | 512 | 241 | 614 |
Policy Acquisition & Underwriting Costs | 281 | 281 | 279 | 275 | 274 | 275 | 276 | 277 | 277 | 278 | 278 | 290 | 291 | 293 | 297 | 305 | 307 | 317 | -31 | 4 |
Selling, General & Administrative | 687 | 735 | 725 | 714 | 681 | 677 | 720 | 742 | 678 | 685 | 687 | 626 | 620 | 616 | 631 | 592 | 543 | 666 | 749 | 699 |
Total Operating Expenses | 1,529 | 1,607 | 1,533 | 1,545 | 1,518 | 1,496 | 1,567 | 1,503 | 1,419 | 1,468 | 1,589 | 1,431 | 1,457 | 1,436 | 1,389 | 1,321 | 1,347 | 1,495 | 959 | 1,317 |
Operating Income | -1,361 | 1,295 | 473 | -110 | -1,989 | 2,254 | -1,322 | 654 | -149 | -1,790 | -707 | 1,154 | -1,077 | -2,200 | -3,403 | 1,641 | 5,347 | 726 | 766 | 258 |
Interest Expense | -27 | -25 | -43 | -44 | -25 | -25 | -45 | -61 | -49 | -25 | -25 | -28 | -28 | -28 | -40 | -29 | -24 | -20 | -18 | -6 |
Other Non Operating Income (Expenses) | 2,053 | -1,670 | -788 | 226 | 2,203 | -2,246 | 1,747 | -1,172 | 516 | 2,718 | -1,223 | 2,376 | 2,570 | 174 | 1,900 | 913 | -1,184 | 1,907 | - | - |
Pretax Income | 665 | -400 | -358 | 72 | 189 | -17 | 380 | -579 | 318 | 903 | -1,955 | 3,502 | 1,465 | -2,054 | -1,543 | 2,525 | 4,139 | 2,613 | 748 | 252 |
Income Tax Expense | 5 | 20 | -172 | -19 | 4 | 1 | 22 | -113 | 36 | 101 | -395 | 712 | 245 | -558 | -385 | 657 | 845 | 388 | 87 | -16 |
Earnings From Continuing Ops. | 660 | -420 | -186 | 91 | 185 | -18 | 358 | -466 | 282 | 802 | -1,560 | 2,790 | 1,220 | -1,496 | -1,158 | 1,868 | 3,294 | 2,225 | 661 | 268 |
Minority Interest in Earnings | -5 | -4 | -18 | -15 | -6 | -6 | -13 | -3 | -7 | -7 | 1 | -17 | -3 | -1 | 8 | 11 | -31 | -31 | -76 | -62 |
Net Income | 655 | -424 | -204 | 76 | 179 | -24 | 345 | -469 | 275 | 795 | -1,559 | 2,773 | 1,217 | -1,497 | -1,150 | 1,879 | 3,263 | 2,194 | 585 | 206 |
Preferred Dividends & Other Adjustments | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 13 | - | - | - | - | - | - | - |
Net Income to Common | 644 | -435 | -215 | 65 | 168 | -35 | 334 | -480 | 264 | 784 | -1,570 | 2,762 | 1,204 | -1,497 | -1,150 | 1,879 | 3,263 | 2,194 | 585 | 206 |
Net Income Growth (YoY) | 283.33% | - | - | - | -36.36% | - | - | - | -78.07% | - | - | 46.99% | -63.10% | - | - | 812.14% | - | -25.17% | 677.93% | - |
Shares Outstanding (Basic) | 70 | 70 | 69 | 70 | 72 | 73 | 74 | 75 | 77 | 78 | 80 | 82 | 83 | 83 | 84 | 85 | 86 | 86 | 93 | 94 |
Shares Outstanding (Diluted) | 70 | 70 | 69 | 70 | 72 | 73 | 75 | 75 | 78 | 79 | 80 | 83 | 85 | 83 | 84 | 88 | 89 | 90 | 94 | 94 |
Shares Change (YoY) | -2.29% | -5.07% | -8.69% | -6.76% | -7.63% | -6.84% | -6.00% | -8.99% | -8.11% | -4.57% | -4.48% | -5.77% | -4.95% | -8.13% | -11.43% | -6.95% | -5.61% | -4.77% | -0.31% | 1.97% |
EPS (Basic) | 9.18 | -6.24 | -3.13 | 0.93 | 2.34 | -0.48 | 4.50 | -6.37 | 3.45 | 10.04 | -19.64 | 33.66 | 14.58 | -18.11 | -13.74 | 22.08 | 37.96 | 25.41 | 6.32 | 2.18 |
EPS (Diluted) | 9.16 | -6.24 | -3.13 | 0.92 | 2.34 | -0.48 | 4.44 | -6.37 | 3.39 | 9.94 | -19.64 | 33.35 | 14.21 | -18.11 | -13.74 | 21.38 | 36.59 | 24.39 | 6.19 | 2.18 |
EPS Growth (YoY) | 291.62% | - | - | - | -31.03% | - | - | - | -76.13% | - | - | 55.99% | -61.16% | - | - | 880.73% | - | -21.40% | 680.01% | - |
Additional Metrics
Fiscal Quarter | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Period Ending | Jun '26 Jun 30, 2026 | Mar '26 Mar 31, 2026 | Dec '25 Dec 31, 2025 | Sep '25 Sep 30, 2025 | Jun '25 Jun 30, 2025 | Mar '25 Mar 31, 2025 | Dec '24 Dec 31, 2024 | Sep '24 Sep 30, 2024 | Jun '24 Jun 30, 2024 | Mar '24 Mar 31, 2024 | Dec '23 Dec 31, 2023 | Sep '23 Sep 30, 2023 | Jun '23 Jun 30, 2023 | Mar '23 Mar 31, 2023 | Dec '22 Dec 31, 2022 | Sep '22 Sep 30, 2022 | Jun '22 Jun 30, 2022 | Mar '22 Mar 31, 2022 | Dec '21 Dec 31, 2021 | Sep '21 Sep 30, 2021 |
Dividend Per Share | 0.900 | 0.900 | 0.800 | 0.800 | 0.800 | 0.800 | 0.700 | 0.700 | 0.700 | 0.700 | 0.620 | 0.620 | 0.620 | 0.620 | 0.550 | 0.550 | 0.550 | 0.550 | 0.500 | - |
Dividend Growth (YoY) | 12.50% | 12.50% | 14.29% | 14.29% | 14.29% | 14.29% | 12.90% | 12.90% | 12.90% | 12.90% | 12.73% | 12.73% | 12.73% | 12.73% | 10.00% | - | - | - | - | - |
Operating Margin | -810.12% | 44.62% | 23.58% | -7.67% | - | 60.11% | -539.59% | 30.32% | -11.73% | - | -80.16% | 44.64% | -283.42% | - | - | 55.40% | 79.88% | 32.69% | 44.41% | 16.38% |
Profit Margin | 383.33% | -14.99% | -10.72% | 4.53% | - | -0.93% | 136.33% | -22.25% | 20.79% | - | -178.00% | 106.85% | 316.84% | - | - | 63.44% | 48.74% | 98.78% | 33.91% | 13.08% |
EBIT | -1,361 | 1,295 | 473 | -110 | -1,989 | 2,254 | -1,322 | 654 | -149 | -1,790 | -707 | 1,154 | -1,077 | -2,200 | -3,403 | 1,641 | 5,347 | 726 | 766 | 258 |
EBIT Margin | - | 44.62% | 23.58% | -7.66% | - | 60.11% | - | 30.32% | -11.73% | - | -80.16% | 44.64% | -283.42% | - | - | 55.40% | 79.88% | 32.69% | 44.41% | 16.38% |
Effective Tax Rate | 0.75% | - | - | - | 2.12% | - | 5.79% | - | 11.32% | 11.19% | - | 20.33% | 16.72% | - | - | 26.02% | 20.42% | 14.85% | 11.63% | - |
Revenue as Reported | 168 | 2,902 | 1,988 | 1,416 | -471 | 3,750 | 225 | 2,121 | 1,247 | -322 | 882 | 2,585 | 380 | -764 | - | 2,962 | 6,694 | 2,221 | 1,725 | 1,575 |