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Jackson Financial JXN Retail Annuities — Operating Costs and Other Expenses

Other segment segments

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$145M-3.3%
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$5M+25.0%

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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:SupplementaryInsuranceInformationOtherOperatingExpense.

The source filing: Jackson Financial’s 10-K, filed February 24, 2026.

Filed
Feb 24, 2026, 4:14 PM EST
Fiscal year
FY2025
Accession
0001822993-26-000022
December 31, 2025PremiumNet Investment / IncomeInterest Credited / on Other / Contract Holder / FundsDeferred / Acquisition and / Sales Inducements / AmortizationOperating / Costs and / Other Expenses
Retail Annuities$67$935$420$592$2,490
Institutional Products5354385
Closed Life and Annuity Blocks917243638145
Corporate and Other38157
Segment subtotal1582,2321,2216002,797
Non-operating items (1)(9)919503
Total$149$3,151$1,221$1,103$2,797
December 31, 2024

Item 8. Financial Statements and Supplementary Data

FAQ

What is Jackson Financial's retail annuities — operating costs and other expenses?
Jackson Financial (JXN) reported retail annuities — operating costs and other expenses of $622.5M in Q4 2025.
How has Jackson Financial's retail annuities — operating costs and other expenses changed year-over-year?
Jackson Financial's retail annuities — operating costs and other expenses increased by 1.3% year-over-year, from $614.25M to $622.5M.
What is the long-term trend for Jackson Financial's retail annuities — operating costs and other expenses?
Over 4 years (2021 to 2025), Jackson Financial's retail annuities — operating costs and other expenses has grown at a 0.3% compound annual growth rate (CAGR), from $2.46B to $2.49B.
What does retail annuities — operating costs and other expenses mean?
The aggregate of administrative, operational, and overhead costs required to support the retail annuity business segment. It provides insight into the company's ability to manage its cost structure while scaling its retail product offerings.

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