Jackson Financial (JXN) Fixed Index Annuities — Net transfers from (to) separate accounts

Screener

Other product segments

Variable annuity

$134M+228%

Closed Block Annuity

$0—

Payout Annuities

$0—

RILA

$0—

Similar metrics at other companies

GNWFixed annuities — Net transfers from (to) separate accounts

$0—

GNWVariable annuities — Net transfers from (to) separate accounts

$2M+300%

METFixed Annuity — Net transfers from (to) separate accounts

5,400,000,000%+800,000,000pp

METAnnuities and Risk Solutions — Net transfers from (to) separate accounts

700,000,000%-1,000,000,000pp

METGroup Life — Net transfers from (to) separate accounts

100,000,000%—

METInvestment Product — Net transfers from (to) separate accounts

-5,800,000,000%-1,585,937,500pp

Other financials

Income statement

See full

Revenue$2.9B-22.6%

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$9.11B+41.1%

Enterprise value$6.25B+32.9%

P/S1.6×+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:TransferToFromPolicyholderAccountBalanceToFromSeparateAccount.

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

Line item	Variable / Annuity	RILA	Fixed / Annuity	Fixed / Index / Annuities	Payout / Annuity	Closed / Block / Life	Closed / Block / Annuity	Total
Balance as of January 1, 2026	$6,351	$20,282	$9,494	$7,946	$854	$10,494	$1,057	$56,478
Deposits	196	2,010	89	677	45	66	1	3,084
Surrenders, withdrawals and benefits	(516)	(164)	(343)	(341)	(66)	(207)	(32)	(1,669)
Net transfers from (to) separate accounts	134	—	—	—	—	—	—	134
Investment performance / change in value of equity option	—	(757)	—	(17)	—	—	—	(774)
Interest credited	39	22	89	40	7	156	9	362
Policy charges and other	(11)	1	(29)	(50)	—	(128)	—	(217)
Balance as of March 31, 2026	$6,193	$21,394	$9,300	$8,255	$840	$10,381	$1,035	$57,398

Item 1. Financial Statements

FAQ

What is Jackson Financial's fixed index annuities — net transfers from (to) separate accounts?: Jackson Financial (JXN) reported fixed index annuities — net transfers from (to) separate accounts of $0 in Q1 2026.
What does fixed index annuities — net transfers from (to) separate accounts mean?: Represents the net movement of assets between the fixed index annuity general account and separate accounts. This metric highlights shifts in investment strategy or product structure regarding how assets are segregated to back specific annuity liabilities. It is crucial for understanding the firm's asset-liability management approach.