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Jackson Financial JXN Closed Life and Annuity Blocks — Net investment income

Other segment segments

Retail Annuities
$320M+71.1%
Institutional Products
$143M+23.3%

Similar metrics at other companies

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UNMClosed Block — Supplementary Insurance Information Net Investment Income
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LNCAnnuities — Supplementary Insurance Information Net Investment Income
$473.5M+15.8%

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:NetInvestmentIncome.

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 life and annuity blocks — net investment income?
Jackson Financial (JXN) reported closed life and annuity blocks — net investment income of $146M in Q1 2026.
How has Jackson Financial's closed life and annuity blocks — net investment income changed year-over-year?
Jackson Financial's closed life and annuity blocks — net investment income decreased by 21.9% year-over-year, from $187M to $146M.
What is the long-term trend for Jackson Financial's closed life and annuity blocks — net investment income?
Over 4 years (2021 to 2025), Jackson Financial's closed life and annuity blocks — net investment income has grown at a -6.2% compound annual growth rate (CAGR), from $934M to $724M.
What does closed life and annuity blocks — net investment income mean?
The net income earned on the investment portfolio backing the liabilities of a closed life and annuity segment. It reflects the interest, dividends, and other returns generated by the assets held to meet future policyholder obligations.