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Jackson Financial JXN Retail Annuities — Other 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:OtherIncome.

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
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
(Gain) loss from updating future policy benefits cash flow assumptions, net(1)1615

Item 1. Financial Statements

FAQ

What is Jackson Financial's retail annuities — other income?
Jackson Financial (JXN) reported retail annuities — other income of $6M in Q1 2026.
How has Jackson Financial's retail annuities — other income changed year-over-year?
Jackson Financial's retail annuities — other income decreased by 14.3% year-over-year, from $7M to $6M.
What is the long-term trend for Jackson Financial's retail annuities — other income?
Over 4 years (2021 to 2025), Jackson Financial's retail annuities — other income has grown at a -12.1% compound annual growth rate (CAGR), from $47M to $28M.
What does retail annuities — other income mean?
Revenue derived from ancillary services or non-core activities not captured in primary fee or premium streams. This provides context on the diversification of the segment's revenue base.

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