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Jackson Financial JXN Retail Annuities — Net investment income

Other segment segments

Closed Life and Annuity Blocks
$146M-21.9%
Institutional Products
$143M+23.3%

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Other financials

Income statement

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Revenue$2.9B-22.6%
Operating income$760.8M—
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$7.45B+22.3%
Enterprise value$4.59B+8.2%
P/S1.3×+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:NetInvestmentIncome.

The official record: Jackson Financial’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Jackson Financial's retail annuities — net investment income?
Jackson Financial (JXN) reported retail annuities — net investment income of $320M in Q1 2026.
How has Jackson Financial's retail annuities — net investment income changed year-over-year?
Jackson Financial's retail annuities — net investment income increased by 71.1% year-over-year, from $187M to $320M.
What is the long-term trend for Jackson Financial's retail annuities — net investment income?
Over 4 years (2021 to 2025), Jackson Financial's retail annuities — net investment income has grown at a 8.3% compound annual growth rate (CAGR), from $680M to $935M.
What does retail annuities — net investment income mean?
The income earned on the company's investment portfolio after deducting related investment expenses. It is a critical driver of profitability for insurance companies that manage assets to back long-term policyholder liabilities.