Jackson Financial (JXN) Closed Block Annuity — Net transfers from (to) separate accounts

Screener

Other product segments

Variable annuity

$134M+228%

Fixed Index Annuities

$0—

Payout Annuities

$0—

RILA

$0—

Similar metrics at other companies

METFixed Annuity — Net transfers from (to) separate accounts

5,400,000,000%+800,000,000pp

METGroup Life — Net transfers from (to) separate accounts

100,000,000%—

METInvestment Product — Net transfers from (to) separate accounts

-5,800,000,000%-1,585,937,500pp

GNWFixed annuities — Net transfers from (to) separate accounts

$0—

GNWLife insurance — Net transfers from (to) separate accounts

$0—

GNWVariable annuities — Net transfers from (to) separate accounts

$2M+300%

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

See full

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

See full

Operating cash flow$1.0B-34.4%

Valuation

See full

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

See full

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:TransferToFromPolicyholderAccountBalanceToFromSeparateAccount.

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 item	Variable / Annuity	RILA	Fixed / Annuity	Fixed / Index / Annuities	Payout / Annuity	Closed / Block / Life	Closed / Block / Annuity	Total
Balance as of January 1, 2026	$6,351	$20,282	$9,494	$7,946	$854	$10,494	$1,057	$56,478
Deposits	196	2,010	89	677	45	66	1	3,084
Surrenders, withdrawals and benefits	(516)	(164)	(343)	(341)	(66)	(207)	(32)	(1,669)
Net transfers from (to) separate accounts	134	—	—	—	—	—	—	134
Investment performance / change in value of equity option	—	(757)	—	(17)	—	—	—	(774)
Interest credited	39	22	89	40	7	156	9	362
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 — net transfers from (to) separate accounts?: Jackson Financial (JXN) reported closed block annuity — net transfers from (to) separate accounts of $0 in Q1 2026.
What does closed block annuity — net transfers from (to) separate accounts mean?: This reflects the net movement of funds between the general account and separate accounts for annuity products. It indicates how policyholders are allocating their assets between guaranteed general account products and market-linked separate account products. This movement is essential for understanding the company's exposure to market risk versus guaranteed liability risk.