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Jackson Financial JXN Closed Block Annuity — Other Policyholder Funds, Gross

Similar metrics at other companies

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UNMClosed Block — Policyholder Account Balances
$4.11B+0.4%
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UNMClosed Block — Policyholders' Account Balances
$4.11B—
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UNMClosed Block — Total liability for future policy benefits
$24.52B+1.9%
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UNMClosed Block — Liability for Future Policy Benefit, Expected Net Premium, Net Premium Collected
$161.7M+2.9%
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UNMClosed Block — Net liability for future policy benefits
$23.1B+2.3%
Unum logo
UNMClosed Block — Gross premiums or assessments
$212.4M-2.7%

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 jxn:OtherPolicyholderFundsGross.

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 — other policyholder funds, gross?
Jackson Financial (JXN) reported closed block annuity — other policyholder funds, gross of $1.04B in Q1 2026.
How has Jackson Financial's closed block annuity — other policyholder funds, gross changed year-over-year?
Jackson Financial's closed block annuity — other policyholder funds, gross 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 — other policyholder funds, gross?
Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — other policyholder funds, gross has grown at a -7.7% compound annual growth rate (CAGR), from $5.12B to $4.36B.
What does closed block annuity — other policyholder funds, gross mean?
This represents the total gross value of funds held for policyholders outside of primary reserve accounts, such as side funds or auxiliary accounts. It reflects the broader scope of financial obligations owed to policyholders in the closed block. Changes in this balance indicate shifts in policyholder behavior or product structure.