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Jackson Financial JXN Fixed Annuity — Weighted-average crediting rate
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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, 2026 | Variable / Annuity | RILA | Fixed / Annuity | Fixed / Index / Annuities | Payout / Annuity | Closed / Block / Life | Closed / 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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