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Jackson Financial JXN Fixed Annuity — Policyholder Account Balance, Policy Income (Charge)

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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:PolicyholderAccountBalancePolicyIncomeCharge.

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 fixed annuity — policyholder account balance, policy income (charge)?
Jackson Financial (JXN) reported fixed annuity — policyholder account balance, policy income (charge) of $29M in Q1 2026.
How has Jackson Financial's fixed annuity — policyholder account balance, policy income (charge) changed year-over-year?
Jackson Financial's fixed annuity — policyholder account balance, policy income (charge) decreased by 19.4% year-over-year, from $36M to $29M.
What is the long-term trend for Jackson Financial's fixed annuity — policyholder account balance, policy income (charge)?
Over 2 years (2022 to 2025), Jackson Financial's fixed annuity — policyholder account balance, policy income (charge) has grown at a 9.4% compound annual growth rate (CAGR), from $137M to $164M.
What does fixed annuity — policyholder account balance, policy income (charge) mean?
Represents the net income or charges recognized from policyholder contracts, such as fees, cost of insurance, or rider charges. This metric highlights the non-interest revenue generated from the annuity block. It serves as an indicator of the profitability of the service components within the annuity products.