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Jackson Financial JXN Payout Annuities — Deposits

Other product segments

RILA
$2.01B+68.2%
Fixed Index Annuities
$677M+1,834%
Variable annuity
$196M-3.0%
Closed Block Annuity
$1M0.0%

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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 us-gaap:PolicyholderAccountBalanceIssuance.

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 payout annuities — deposits?
Jackson Financial (JXN) reported payout annuities — deposits of $45M in Q1 2026.
How has Jackson Financial's payout annuities — deposits changed year-over-year?
Jackson Financial's payout annuities — deposits decreased by 16.7% year-over-year, from $54M to $45M.
What is the long-term trend for Jackson Financial's payout annuities — deposits?
Over 3 years (2022 to 2025), Jackson Financial's payout annuities — deposits has grown at a 1.1% compound annual growth rate (CAGR), from $213M to $220M.
What does payout annuities — deposits mean?
This metric measures the total cash inflows received from customers for the purchase of payout annuity products. It is a primary indicator of new business activity and the company's ability to capture market share in the retirement income space. Consistent growth in deposits is vital for sustaining the long-term scale of the annuity business.

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