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Jackson Financial JXN Variable annuity — Effect of expected policyholder behavior

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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:MarketRiskBenefitIncreaseDecreaseFromFutureExpectedPolicyholderBehaviorAssumption.

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 expected policyholder behavior?
Jackson Financial (JXN) reported variable annuity — effect of expected policyholder behavior of $215M in Q1 2026.
How has Jackson Financial's variable annuity — effect of expected policyholder behavior changed year-over-year?
Jackson Financial's variable annuity — effect of expected policyholder behavior increased by 15.6% year-over-year, from $186M to $215M.
What is the long-term trend for Jackson Financial's variable annuity — effect of expected policyholder behavior?
Over 2 years (2023 to 2025), Jackson Financial's variable annuity — effect of expected policyholder behavior has grown at a 11.3% compound annual growth rate (CAGR), from $612M to $758M.
What does variable annuity — effect of expected policyholder behavior mean?
This metric represents the impact of anticipated policyholder actions—such as surrenders, withdrawals, or annuitization—on the valuation of Market Risk Benefit liabilities. It reflects the actuarial modeling of how customers are expected to interact with their annuity contracts over time. Changes in this metric indicate shifts in the company's long-term liability projections based on behavioral modeling.