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Jackson Financial JXN Fixed Index Annuities — Account values with crediting rates

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BHFFixed Rate Annuities — Policyholder Account Balance
$12.77B-12.7%

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:PolicyholderFunds.

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
0.00%-1.50%$$3$$11$$2$$27$$43
1.51%-2.50%241236
Greater than 2.50%3458246167
Total$$37$$40$$84$$85$$246
Closed Block Life
0.00%-1.50%$$$$$
1.51%-2.50%11011
Greater than 2.50%5,18938270956,285

Item 1. Financial Statements

FAQ

What is Jackson Financial's fixed index annuities — account values with crediting rates?
Jackson Financial (JXN) reported fixed index annuities — account values with crediting rates of $246M in Q1 2026.
How has Jackson Financial's fixed index annuities — account values with crediting rates changed year-over-year?
Jackson Financial's fixed index annuities — account values with crediting rates increased by 26.2% year-over-year, from $195M to $246M.
What is the long-term trend for Jackson Financial's fixed index annuities — account values with crediting rates?
Over 2 years (2023 to 2025), Jackson Financial's fixed index annuities — account values with crediting rates has grown at a 22.7% compound annual growth rate (CAGR), from $539M to $811M.
What does fixed index annuities — account values with crediting rates mean?
This metric measures the total value of policyholder accounts that are subject to specific interest crediting methodologies, such as those linked to market indices. It reflects the scale of the company's assets under management within the annuity segment and the exposure to market-linked performance obligations. Tracking these values allows stakeholders to gauge the growth of the annuity business and the potential for future fee income or interest expense volatility.

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