Jackson Financial (JXN) Payout Annuities — Balance adjusted for variances from expectation

Screener

Other product segments

Closed Block Annuity

$0—

Similar metrics at other companies

METFixed & Immediate Annuities — Adjusted balance

8,146,800,000,000%+1,192,500,000,000pp

METFixed Annuity — Adjusted balance

1,159,200,000,000%+246,000,000,000pp

HMNSupplemental health — Adjusted balance

$465.2M-2.9%

HMNTerm Life — Adjusted balance

$259.8M-4.3%

HMNWhole Life — Adjusted balance

$252M-4.5%

HMNExperience life — Adjusted balance

$62.4M-5.9%

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

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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

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:LiabilityForFuturePolicyBenefitExpectedNetPremiumOriginalDiscountRateBeforeReinsuranceAfterCashFlowChange.

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	Present Value of Expected Net Premiums / Three Months Ended March 31, 2026 / Payout / Annuities	Present Value of Expected Net Premiums / Three Months Ended March 31, 2026 / Closed Block / Life	Present Value of Expected Net Premiums / Three Months Ended March 31, 2026 / Closed Block / Annuity	Present Value of Expected Net Premiums / Year Ended December 31, 2025 / Payout / Annuities	Present Value of Expected Net Premiums / Year Ended December 31, 2025 / Closed Block / Life	Present Value of Expected Net Premiums / Year Ended December 31, 2025 / Closed Block / Annuity
Beginning balance at original discount rate	—	1,084	—	—	972	—
Effect of changes in cash flow assumptions	—	—	—	—	232	—
Effect of actual variances from expected experience	—	(8)	—	—	(33)	—
Balance adjusted for variances from expectation	—	1,076	—	—	1,171	—
Issuances	—	1	—	—	2	—
Interest accrual	—	10	—	—	35	—
Net premiums collected	—	(32)	—	—	(124)	—
Ending balance at original discount rate	—	1,055	—	—	1,084	—

Item 1. Financial Statements

FAQ

What is Jackson Financial's payout annuities — balance adjusted for variances from expectation?: Jackson Financial (JXN) reported payout annuities — balance adjusted for variances from expectation of $0 in Q1 2026.
What does payout annuities — balance adjusted for variances from expectation mean?: This represents the adjusted carrying value of the annuity liability after accounting for deviations between actual experience and initial actuarial projections. It provides a reconciled view of the current reserve balance, reflecting the cumulative impact of historical performance variances.