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Jackson Financial JXN Closed Block Annuity — Interest accrual

Other product segments

Payout Annuities
$0—

Similar metrics at other companies

Unum logo
UNMClosed Block — Interest accretion
$95.1M-3.0%
Unum logo
UNMClosed Block — Liability for Future Policy Benefit, Interest Expense
$297.1M+4.2%
Unum logo
UNMClosed Block — Liability for Future Policy Benefit, Expected Future Policy Benefit, Interest Expense
$392.2M+2.4%
Unum logo
UNMClosed Block — Interest accretion rate
5.3%0.0pp
Unum logo
UNMClosed Block — Liability for Future Policy Benefit, Expected Net Premium, Net Premium Collected
$161.7M+2.9%
Unum logo
UNMClosed Block — Liability for Future Policy Benefit, Expected Future Policy Benefit, Benefit Payment
$497.2M+1.5%

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:LiabilityForFuturePolicyBenefitExpectedFuturePolicyBenefitInterestExpense.

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 — interest accrual?
Jackson Financial (JXN) reported closed block annuity — interest accrual of $40M in Q1 2026.
How has Jackson Financial's closed block annuity — interest accrual changed year-over-year?
Jackson Financial's closed block annuity — interest accrual decreased by 7.0% year-over-year, from $43M to $40M.
What is the long-term trend for Jackson Financial's closed block annuity — interest accrual?
Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — interest accrual has grown at a -6.7% compound annual growth rate (CAGR), from $194M to $169M.
What does closed block annuity — interest accrual mean?
This represents the interest expense accrued on the outstanding policyholder account balances or liabilities within the closed block. It reflects the cost of capital associated with maintaining these legacy obligations over time.