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Jackson Financial JXN Fixed Annuity — Policyholder Account Balance, Surrender and Withdrawal

Other product segments

Variable annuity
$516M-2.1%
Fixed Index Annuities
$341M-29.7%
RILA
$164M+152%
Payout Annuities
$66M+4.8%
Closed Block Annuity
$32M-11.1%

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AFLFixed Annuity — Policyholder Account Balance, Surrender and Withdrawal
$19M+5.6%
Lincoln National logo
LNCFixed Annuities — Policyholder Account Balance, Withdrawal
$616M-35.0%
KKR & Co. logo
KKRFixed Rate Annuities — Policyholder Account Balance, Benefit Payment, Surrender, And Withdrawal
$2.36B-5.7%
Ameriprise Financial logo
AMPFixed Annuity — Policyholder Account Balance, Surrender And Withdrawal, Net Of Benefit Payment
$147M-20.5%
Cincinnati Financial logo
CINFDeferred Fixed Annuity — Policyholder Account Balance, Surrender and Withdrawal
$15M-11.8%

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

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:PolicyholderAccountBalanceSurrenderAndWithdrawal.

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, surrender and withdrawal?
Jackson Financial (JXN) reported fixed annuity — policyholder account balance, surrender and withdrawal of $343M in Q1 2026.
How has Jackson Financial's fixed annuity — policyholder account balance, surrender and withdrawal changed year-over-year?
Jackson Financial's fixed annuity — policyholder account balance, surrender and withdrawal decreased by 7.5% year-over-year, from $371M to $343M.
What is the long-term trend for Jackson Financial's fixed annuity — policyholder account balance, surrender and withdrawal?
Over 3 years (2022 to 2025), Jackson Financial's fixed annuity — policyholder account balance, surrender and withdrawal has grown at a -11.6% compound annual growth rate (CAGR), from $2.02B to $1.39B.
What does fixed annuity — policyholder account balance, surrender and withdrawal mean?
Tracks the total outflows resulting from policyholders terminating their contracts or withdrawing funds from their annuity accounts. High levels of surrenders can indicate competitive pressure, poor product performance, or changing customer liquidity needs. This metric is critical for assessing retention and cash flow stability.