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Jackson Financial JXN Closed Block Annuity — Deposits

Other product segments

RILA
$2.01B+68.2%
Fixed Index Annuities
$677M+1,834%
Variable annuity
$196M-3.0%
Payout Annuities
$45M-16.7%

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$342M+0.6%
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AMPFixed Annuity — Contract deposits
$8M-11.1%

Other financials

Income statement

See full
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

See full
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:PolicyholderAccountBalanceIssuance.

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

Filed
May 5, 2026, 4:22 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001822993-26-000072
Line itemVariable / AnnuityRILAFixed / AnnuityFixed / Index / AnnuitiesPayout / AnnuityClosed / Block / LifeClosed / Block / AnnuityTotal
Balance as of January 1, 2026$6,351$20,282$9,494$7,946$854$10,494$1,057$56,478
Deposits1962,01089677456613,084
Surrenders, withdrawals and benefits(516)(164)(343)(341)(66)(207)(32)(1,669)
Net transfers from (to) separate accounts134134
Investment performance / change in value of equity option(757)(17)(774)
Interest credited3922894071569362
Policy charges and other(11)1(29)(50)(128)(217)
Balance as of March 31, 2026$6,193$21,394$9,300$8,255$840$10,381$1,035$57,398

Item 1. Financial Statements

FAQ

What is Jackson Financial's closed block annuity — deposits?
Jackson Financial (JXN) reported closed block annuity — deposits of $1M in Q1 2026.
How has Jackson Financial's closed block annuity — deposits changed year-over-year?
Jackson Financial's closed block annuity — deposits decreased by 0.0% year-over-year, from $1M to $1M.
What is the long-term trend for Jackson Financial's closed block annuity — deposits?
Over 3 years (2022 to 2025), Jackson Financial's closed block annuity — deposits has grown at a -30.7% compound annual growth rate (CAGR), from $9M to $3M.
What does closed block annuity — deposits mean?
This measures the inflow of new funds from policyholders into their annuity accounts within the closed block. While closed blocks typically see declining activity, deposits indicate ongoing engagement or contractual additions from existing policyholders. It serves as a measure of the remaining cash flow activity in legacy segments.

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