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Jackson Financial JXN Closed Block Annuity — Weighted-average crediting rate

Other product segments

Payout Annuities
3.3%0.0%
Variable annuity
2.5%-6.0%
Fixed Index Annuities
1.9%+3.2%
RILA
0.4%-2.4%

Similar metrics at other companies

Lincoln National logo
LNCVariable Annuities — Weighted-average crediting rate
2.3%0.0pp
Fidelity National Financial logo
FNFFixed rate annuities — Weighted-average crediting rate
4.8%+0.2pp
Apollo Global Management logo
APOIndexed Annuities — Weighted average crediting rate
2.8%+0.2pp
Prudential Financial logo
PRUAnnuities — Weighted-average crediting rate
1.9%-0.6pp
Ameriprise Financial logo
AMPFixed Annuity — Weighted-average crediting rate
3.9%+0.1pp
Aflac logo
AFLFixed Annuity — Weighted Average Crediting Rate
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

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:PolicyholderAccountBalanceWeightedAverageCreditingRate.

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 — weighted-average crediting rate?
Jackson Financial (JXN) reported closed block annuity — weighted-average crediting rate of 3.5% in Q1 2026.
How has Jackson Financial's closed block annuity — weighted-average crediting rate changed year-over-year?
Jackson Financial's closed block annuity — weighted-average crediting rate increased by 8.4% year-over-year, from 3.2% to 3.5%.
What is the long-term trend for Jackson Financial's closed block annuity — weighted-average crediting rate?
Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — weighted-average crediting rate has grown at a 2.0% compound annual growth rate (CAGR), from 13.5% to 14%.
What does closed block annuity — weighted-average crediting rate mean?
The average interest rate applied to the account values of the closed annuity block, weighted by the size of each policyholder's account. This metric indicates the cost of servicing the block and the competitiveness of the legacy product offerings. It is essential for understanding the interest margin and the potential for future liability growth.