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Jackson Financial JXN Closed Block Annuity — Current discount rate

Other product segments

Payout Annuities
5.4%+0.4%

Similar metrics at other companies

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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 Net Premium, before Reinsurance, after Discount Rate Change
$7.37B-3.2%
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UNMClosed Block — Effect of change in discount rate assumptions
$124.3M-16.2%
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UNMClosed Block — Liability for Future Policy Benefit, Expected Future Policy Benefit, before Reinsurance, after Discount Rate Change
$30.47B+0.9%
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GEStructured settlement annuities — Current discount rate
5.6%+0.1pp
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UNMClosed Block — Interest accretion rate
5.3%0.0pp

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:LiabilityForFuturePolicyBenefitCurrentWeightedAverageDiscountRate.

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 — current discount rate?
Jackson Financial (JXN) reported closed block annuity — current discount rate of 5.4% in Q1 2026.
How has Jackson Financial's closed block annuity — current discount rate changed year-over-year?
Jackson Financial's closed block annuity — current discount rate increased by 0.7% year-over-year, from 5.4% to 5.4%.
What is the long-term trend for Jackson Financial's closed block annuity — current discount rate?
Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — current discount rate has grown at a -1.6% compound annual growth rate (CAGR), from 21.6% to 21%.
What does closed block annuity — current discount rate mean?
This represents the interest rate used to discount future expected policy benefits and cash flows to their present value. It is a fundamental assumption in actuarial modeling that significantly influences the reported size of insurance liabilities. A higher discount rate typically reduces the present value of future liabilities, improving the balance sheet position.