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Jackson Financial JXN Total — Policyholder Account Balance, Policy Income (Charge)

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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:PolicyholderAccountBalancePolicyIncomeCharge.

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 total — policyholder account balance, policy income (charge)?
Jackson Financial (JXN) reported total — policyholder account balance, policy income (charge) of $217M in Q1 2026.
How has Jackson Financial's total — policyholder account balance, policy income (charge) changed year-over-year?
Jackson Financial's total — policyholder account balance, policy income (charge) increased by 21.9% year-over-year, from $178M to $217M.
What is the long-term trend for Jackson Financial's total — policyholder account balance, policy income (charge)?
Over 2 years (2022 to 2025), Jackson Financial's total — policyholder account balance, policy income (charge) has grown at a -0.7% compound annual growth rate (CAGR), from $834M to $822M.
What does total — policyholder account balance, policy income (charge) mean?
Measures the net income or charges derived from policyholder accounts, such as administrative fees, mortality and expense charges, or rider fees. This metric serves as a key revenue driver for the insurance business, reflecting the fee-based income generated from managing policyholder assets. Consistent growth in this area indicates strong product value proposition and effective fee structure management.

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