Skip to content

Jackson Financial JXN Fixed Index Annuities — Cash surrender value

Other product segments

RILA
$20.86B+76.0%
Variable annuity
$6.19B-11.3%
Closed Block Annuity
$1.04B-7.8%
Payout Annuities
$0

Similar metrics at other companies

Rithm Capital logo
RITMFixed Indexed Annuities — Cash surrender value
$79.5M
Lincoln National logo
LNCFixed Annuities — Cash surrender value
$27.67B+11.0%
Ameriprise Financial logo
AMPFixed Indexed Annuity — Cash surrender value
$263M-5.7%
KKR & Co. logo
KKRFixed Indexed Annuities — Cash Surrender Value
$38.93M-99.9%
Apollo Global Management logo
APOIndexed Annuities — Cash surrender value
$97.47B+7.3%
Fidelity National Financial logo
FNFFixed rate annuities — Cash surrender value
$17.78B+6.4%

Other financials

Income statement

See full
Revenue$2.9B-22.6%
Operating income$760.8M
Net income-$424.0M-1,667%
EPS (diluted)-$6.24-1,200%

Balance sheet

See full
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

See full
Operating cash flow$1.0B-34.4%

Valuation

See full
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:CashSurrenderValueDuePolicyholdersAmount.

The official record: Jackson Financial’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

Ask your AI about Jackson Financial's fixed index annuities — cash surrender value.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Jackson Financial's fixed index annuities — cash surrender value?
Jackson Financial (JXN) reported fixed index annuities — cash surrender value of $8.06B in Q1 2026.
How has Jackson Financial's fixed index annuities — cash surrender value changed year-over-year?
Jackson Financial's fixed index annuities — cash surrender value increased by 2.2% year-over-year, from $7.89B to $8.06B.
What is the long-term trend for Jackson Financial's fixed index annuities — cash surrender value?
Over 2 years (2023 to 2025), Jackson Financial's fixed index annuities — cash surrender value has grown at a -14.7% compound annual growth rate (CAGR), from $41.97B to $30.55B.
What does fixed index annuities — cash surrender value mean?
This metric represents the total amount of capital that policyholders are entitled to receive if they choose to terminate their annuity contracts before the end of the surrender charge period. It serves as a critical indicator of potential liquidity risk and the immediate financial obligation the company faces regarding its annuity liabilities. Monitoring this value helps investors assess the stability of the policyholder base and the potential impact of early contract terminations on the firm's cash flow.