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Jackson Financial JXN RILA — Other Policyholder Funds, Gross

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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 jxn:OtherPolicyholderFundsGross.

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
Line itemVariable / AnnuityRILAFixed / AnnuityFixed / Index / AnnuitiesPayout / AnnuityClosed / Block / LifeClosed / Block / AnnuityTotal
Balance as of January 1, 2026$6,351$20,282$9,494$7,946$854$10,494$1,057$56,478
Deposits1962,01089677456613,084
Surrenders, withdrawals and benefits(516)(164)(343)(341)(66)(207)(32)(1,669)
Net transfers from (to) separate accounts134134
Investment performance / change in value of equity option(757)(17)(774)
Interest credited3922894071569362
Policy charges and other(11)1(29)(50)(128)(217)
Balance as of March 31, 2026$6,193$21,394$9,300$8,255$840$10,381$1,035$57,398

Item 1. Financial Statements

FAQ

What is Jackson Financial's RILA — other policyholder funds, gross?
Jackson Financial (JXN) reported RILA — other policyholder funds, gross of $21.39B in Q1 2026.
How has Jackson Financial's RILA — other policyholder funds, gross changed year-over-year?
Jackson Financial's RILA — other policyholder funds, gross increased by 72.1% year-over-year, from $12.43B to $21.39B.
What is the long-term trend for Jackson Financial's RILA — other policyholder funds, gross?
Over 2 years (2023 to 2025), Jackson Financial's RILA — other policyholder funds, gross has grown at a 110.7% compound annual growth rate (CAGR), from $14.71B to $65.29B.
What does RILA — other policyholder funds, gross mean?
Represents the gross value of additional funds or reserves held for policyholders within the RILA segment before any reinsurance adjustments. This metric helps quantify the total gross liability exposure managed by the company for these specific annuity products. It is used to evaluate the scale of obligations and potential capital requirements.

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