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Jackson Financial JXN Invested capital

Discontinued — last reported Q1 '26

Invested capital at other companies

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OneokOKE
8.6%-0.2pp
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Rithm CapitalRITM
3.2%0.0pp
Citigroup logo
CitigroupC
32.6%+2.0pp
Morgan Stanley logo
Morgan StanleyMS
16.9%+0.4pp
Wells Fargo & Company logo
Wells Fargo & CompanyWFC
20.5%-0.7pp
American Express logo
American ExpressAXP
49.1%-10.0pp

Other financials

Income statement

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Revenue$2.9B-22.6%
Net income-$424.0M-1,667%
EPS (diluted)-$6.24-1,200%

Balance sheet

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Cash & equivalents$5.5B+42.5%
Total debt$2.7B+31.8%
Total equity$9.5B-7.8%
Total assets$339.54B+3.8%

Cash flow

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Operating cash flow$1.0B-34.4%

Valuation

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Market cap$9.11B+41.1%
Enterprise value$6.25B+32.9%
P/S1.6×+0.4×

Profitability

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Net margin11.7%

Returns & leverage

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Return on equity5.5%
Debt / equity0.3×+0.1×

Where this comes from

Calculated from Jackson Financial’s reported figures.

The source filing: Jackson Financial’s 10-Q, filed May 5, 2026. Open the filing →

Filed
May 5, 2026, 4:22 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001822993-26-000072

FAQ

What is Jackson Financial's invested capital?
Jackson Financial (JXN) reported invested capital of $6.63B in Q1 2026.
How has Jackson Financial's invested capital changed year-over-year?
Jackson Financial's invested capital decreased by 21.4% year-over-year, from $8.44B to $6.63B.
What is the long-term trend for Jackson Financial's invested capital?
Over 5 years (2020 to 2025), Jackson Financial's invested capital has grown at a -4.9% compound annual growth rate (CAGR), from $8.16B to $6.34B.
What does invested capital mean?
Total debt plus shareholders' equity minus cash, at the quarter end. The capital actually put to work in the operating business — the denominator of return on invested capital (ROIC).

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