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Jackson Financial JXN Retail Annuities — Other Contract Holder Funds

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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$9.03B+38.0%
Enterprise value$6.17B+28.5%
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:SupplementaryInsuranceInformationOtherPolicyClaimsAndBenefitsPayable.

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, 2025Deferred / Acquisition / CostsReserves for / Future Policy / Benefits and / Claims PayableOther Contract / Holder Funds
Retail Annuities$11,567$1,495$44,927
Institutional Products11,021
Closed Life and Annuity Blocks939,40111,715
Corporate and Other
Total$11,660$10,896$67,663
December 31, 2024
Retail Annuities$11,786$1,408$37,865
Institutional Products8,384

Item 8. Financial Statements and Supplementary Data

FAQ

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.

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