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Jackson Financial JXN Retail Annuities — Other Contract Holder Funds

Other segment segments

Closed Life and Annuity Blocks
$11.72B-2.9%

Similar metrics at other companies

Fidelity National Financial logo
FNFFixed rate annuities — Contractholder funds
$18.97B+6.1%
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ORIOther policyholders' benefits and funds held
$176.6M+0.7%
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LNCOther — Policyholder account balances
$8.15B+58.1%
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FNFIndexed annuities — Contractholder funds
$4.37B-85.8%
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PFGContractholder Funds
$45.9B+6.1%
KKR & Co. logo
KKRFixed Rate Annuities — Policyholder Account Balance, Reinsurance Recoverable
$13.23B+13.8%

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:SupplementaryInsuranceInformationOtherPolicyClaimsAndBenefitsPayable.

The official record: Jackson Financial’s 10-K, filed February 24, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Jackson Financial's retail annuities — other contract holder funds?
Jackson Financial (JXN) reported retail annuities — other contract holder funds of $44.93B in Q4 2025.
How has Jackson Financial's retail annuities — other contract holder funds changed year-over-year?
Jackson Financial's retail annuities — other contract holder funds increased by 18.7% year-over-year, from $37.87B to $44.93B.
What does retail annuities — other contract holder funds mean?
Represents the total liability balance held by the company for non-annuity contract holder obligations within the retail segment. This metric tracks the capital reserved to meet future commitments to policyholders, reflecting the scale of the company's long-term contractual obligations.