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Jackson Financial JXN Closed Block Annuity — Cash surrender value

Other product segments

RILA
$20.86B+76.0%
Fixed Index Annuities
$8.06B+2.2%
Variable annuity
$6.19B-11.3%
Payout Annuities
$0—

Similar metrics at other companies

Lincoln National logo
LNCFixed Annuities — Cash surrender value
$27.67B+11.0%
MetLife logo
METFixed Annuity — Cash surrender value
$45.45B+11.9%
Unum logo
UNMClosed Block — Policyholders' Account Balances
$4.11B—
Prudential Financial logo
PRUAnnuities — Cash Surrender Value
$3.4B-10.8%
Ameriprise Financial logo
AMPFixed Annuity — Cash surrender value
$4.82B-7.9%
Fidelity National Financial logo
FNFIndexed annuities — Cash surrender value
$31.61B+11.0%

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:CashSurrenderValueDuePolicyholdersAmount.

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 — cash surrender value?
Jackson Financial (JXN) reported closed block annuity — cash surrender value of $1.04B in Q1 2026.
How has Jackson Financial's closed block annuity — cash surrender value changed year-over-year?
Jackson Financial's closed block annuity — cash surrender value decreased by 7.8% year-over-year, from $1.12B to $1.04B.
What is the long-term trend for Jackson Financial's closed block annuity — cash surrender value?
Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — cash surrender value has grown at a -7.7% compound annual growth rate (CAGR), from $5.12B to $4.36B.
What does closed block annuity — cash surrender value mean?
The total amount that policyholders would be entitled to receive if they were to terminate their annuity contracts in the closed block prematurely. This metric represents the immediate liquidity demand the company could face from policyholders. It serves as a measure of the potential cash outflow risk associated with the legacy portfolio.