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Jackson Financial JXN Fixed Index Annuities — Policyholder Account Balance, Policy Income (Charge)

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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 jxn:PolicyholderAccountBalancePolicyIncomeCharge.

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 itemVariable / AnnuityRILAFixed / AnnuityFixed / Index / AnnuitiesPayout / AnnuityClosed / Block / LifeClosed / Block / AnnuityTotal
Balance as of January 1, 2026$6,351$20,282$9,494$7,946$854$10,494$1,057$56,478
Deposits1962,01089677456613,084
Surrenders, withdrawals and benefits(516)(164)(343)(341)(66)(207)(32)(1,669)
Net transfers from (to) separate accounts134134
Investment performance / change in value of equity option(757)(17)(774)
Interest credited3922894071569362
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 — policyholder account balance, policy income (charge)?
Jackson Financial (JXN) reported fixed index annuities — policyholder account balance, policy income (charge) of $50M in Q1 2026.
How has Jackson Financial's fixed index annuities — policyholder account balance, policy income (charge) changed year-over-year?
Jackson Financial's fixed index annuities — policyholder account balance, policy income (charge) increased by 900.0% year-over-year, from $5M to $50M.
What is the long-term trend for Jackson Financial's fixed index annuities — policyholder account balance, policy income (charge)?
Over 2 years (2022 to 2025), Jackson Financial's fixed index annuities — policyholder account balance, policy income (charge) has grown at a 107.8% compound annual growth rate (CAGR), from $22M to $95M.
What does fixed index annuities — policyholder account balance, policy income (charge) mean?
Represents the net income or charges recognized in relation to policyholder account balances, such as fees, cost of insurance charges, or rider premiums. This metric is a vital component of the segment's revenue stream and reflects the profitability of the service components of the annuity contracts. It indicates the firm's ability to generate fee-based income from its policyholder base.

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