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Jackson Financial JXN Fixed Annuity — Weighted-average crediting rate

Other product segments

Closed Block Annuity
3.5%+8.4%
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

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AMPFixed Annuity — Weighted-average crediting rate
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AMPFixed Indexed Annuity — Weighted-average crediting rate
2.1%+0.1pp
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AMPVariable Annuity — Weighted-average crediting rate
3.3%0.0pp
Lincoln National logo
LNCFixed Annuities — Weighted-average crediting rate
3.6%+0.4pp
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GNWFixed annuities — Weighted-average crediting rate
3%0.0pp
Fidelity National Financial logo
FNFFixed rate annuities — Weighted-average crediting rate
4.8%+0.2pp

Other financials

Income statement

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Revenue$2.9B-22.6%
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$9.11B+41.1%
Enterprise value$6.25B+32.9%
P/S1.6×+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:PolicyholderAccountBalanceWeightedAverageCreditingRate.

The source filing: Jackson Financial’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 4:22 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001822993-26-000072
March 31, 2026Variable / AnnuityRILAFixed / AnnuityFixed / Index / AnnuitiesPayout / AnnuityClosed / Block / LifeClosed / Block / Annuity
Weighted-average crediting rate (1)2.52%0.41%3.83%1.94%3.33%6.01%3.48%
Net amount at risk (2)$14,592
Cash surrender value (3)$6,190$20,861$9,087$8,059$10,332$1,035
December 31, 2025
Weighted-average crediting rate (1)2.87%0.33%3.69%1.89%3.28%6.01%3.60%
Net amount at risk (2)$14,750
Cash surrender value (3)$6,330$19,736$9,277$7,711$10,445$1,057

Item 1. Financial Statements

FAQ

What is Jackson Financial's fixed annuity — weighted-average crediting rate?
Jackson Financial (JXN) reported fixed annuity — weighted-average crediting rate of 3.8% in Q1 2026.
How has Jackson Financial's fixed annuity — weighted-average crediting rate changed year-over-year?
Jackson Financial's fixed annuity — weighted-average crediting rate increased by 8.8% year-over-year, from 3.5% to 3.8%.
What is the long-term trend for Jackson Financial's fixed annuity — weighted-average crediting rate?
Over 2 years (2023 to 2025), Jackson Financial's fixed annuity — weighted-average crediting rate has grown at a 2.8% compound annual growth rate (CAGR), from 13.6% to 14.3%.
What does fixed annuity — weighted-average crediting rate mean?
Indicates the average interest rate applied to fixed annuity account balances across the portfolio. This rate is a critical lever for maintaining competitiveness in the market while managing interest rate risk and profitability. It reflects the company's pricing strategy relative to prevailing market interest rates.

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