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Jackson Financial JXN Variable annuity — Effect of fund performance

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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 jxn:MarketRiskBenefitIncreaseDecreaseFromFundPerformance.

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 fund performance?
Jackson Financial (JXN) reported variable annuity — effect of fund performance of $671M in Q1 2026.
How has Jackson Financial's variable annuity — effect of fund performance changed year-over-year?
Jackson Financial's variable annuity — effect of fund performance increased by 30.0% year-over-year, from $516M to $671M.
What does variable annuity — effect of fund performance mean?
This metric captures the change in Market Risk Benefit liabilities resulting from the performance of the underlying investment funds within variable annuity products. It reflects how market movements in the assets supporting these annuities impact the cost of providing guaranteed benefits. This is a primary driver of earnings volatility for annuity providers exposed to equity and bond market performance.