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Jackson Financial JXN Variable annuity — Effect of changes in interest rates

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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:MarketRiskBenefitIncreaseDecreaseFromInterestRateChange.

The official record: Jackson Financial’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Jackson Financial's variable annuity — effect of changes in interest rates?
Jackson Financial (JXN) reported variable annuity — effect of changes in interest rates of -$407M in Q1 2026.
How has Jackson Financial's variable annuity — effect of changes in interest rates changed year-over-year?
Jackson Financial's variable annuity — effect of changes in interest rates decreased by 158.3% year-over-year, from $698M to -$407M.
What does variable annuity — effect of changes in interest rates mean?
This metric quantifies the impact of interest rate fluctuations on the valuation of Market Risk Benefit liabilities within the variable annuity segment. Because annuity guarantees are sensitive to discount rates, this measure highlights the sensitivity of the company's balance sheet to macroeconomic interest rate shifts. It serves as a key indicator of the firm's interest rate risk exposure and hedging effectiveness.