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Jackson Financial JXN Closed Block Annuity — Account values with crediting rates

Similar metrics at other companies

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UNMClosed Block — Interest accretion rate
5.3%0.0pp
Unum logo
UNMClosed Block — Interest accretion
$95.1M-3.0%
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UNMClosed Block — Current discount rate
5.6%+0.2pp
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UNMClosed Block — Liability for Future Policy Benefit, Expected Future Policy Benefit, Original Discount Rate, before Cash Flow and Reinsurance
$31.02B+2.1%
Unum logo
UNMClosed Block — Liability for Future Policy Benefit, Expected Net Premium, Original Discount Rate, before Cash Flow and Reinsurance
$7.24B-3.0%
Unum logo
UNMClosed Block — Liability for Future Policy Benefit, Expected Future Policy Benefit, before Reinsurance, after Discount Rate Change
$30.47B+0.9%

Other financials

Income statement

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Revenue$2.9B-22.6%
Operating income$760.8M—
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$7.45B+22.3%
Enterprise value$4.59B+8.2%
P/S1.3×+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

Reported directly by Jackson Financial in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderFunds.

The official record: Jackson Financial’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Jackson Financial's closed block annuity — account values with crediting rates?
Jackson Financial (JXN) reported closed block annuity — account values with crediting rates of $903M in Q1 2026.
How has Jackson Financial's closed block annuity — account values with crediting rates changed year-over-year?
Jackson Financial's closed block annuity — account values with crediting rates decreased by 8.2% year-over-year, from $984M to $903M.
What is the long-term trend for Jackson Financial's closed block annuity — account values with crediting rates?
Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — account values with crediting rates has grown at a -7.9% compound annual growth rate (CAGR), from $4.5B to $3.81B.
What does closed block annuity — account values with crediting rates mean?
The aggregate account value of policies in the closed block categorized by their respective interest crediting rates. This provides transparency into the concentration of liabilities at different interest rate tiers. It allows investors to model the sensitivity of the closed block's liability costs to changes in market interest rates.