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Jackson Financial JXN Retail Annuities — Net investment income

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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:NetInvestmentIncome.

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
Three Months Ended March 31, 2026Retail AnnuitiesInstitutional ProductsClosed Lifeand Annuity BlocksCorporate and OtherTotal Consolidated
Operating Revenues
Fee income$1,111$103$11$1,225
Premiums52530
Net investment income3201431468617
Other income (loss)6612
Total Operating Revenues1,442143280191,884
Operating Benefits and Expenses
Death, other policy benefits and change in policy reserves, net of deferrals30171201

Item 1. Financial Statements

FAQ

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.

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