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Jackson Financial JXN Payout 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 payout annuities — policyholder account balance, policy income (charge)?
Jackson Financial (JXN) reported payout annuities — policyholder account balance, policy income (charge) of $0 in Q1 2026.
What is the long-term trend for Jackson Financial's payout annuities — policyholder account balance, policy income (charge)?
Over 2 years (2022 to 2025), Jackson Financial's payout annuities — policyholder account balance, policy income (charge) has grown at a -100.0% compound annual growth rate (CAGR), from -$3M to $0.
What does payout annuities — policyholder account balance, policy income (charge) mean?
Captures the net income or charges recognized directly against the policyholder account balance, such as administrative fees, mortality charges, or expense loads. This metric serves as a key indicator of the revenue generated from the servicing and management of annuity contracts. It reflects the company's ability to offset operational costs through policy-level assessments.

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