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

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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:PolicyholderAccountBalancePolicyIncomeCharge.

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 — policyholder account balance, policy income (charge)?
Jackson Financial (JXN) reported variable annuity — policyholder account balance, policy income (charge) of $11M in Q1 2026.
How has Jackson Financial's variable annuity — policyholder account balance, policy income (charge) changed year-over-year?
Jackson Financial's variable annuity — policyholder account balance, policy income (charge) decreased by 26.7% year-over-year, from $15M to $11M.
What is the long-term trend for Jackson Financial's variable annuity — policyholder account balance, policy income (charge)?
Over 2 years (2022 to 2025), Jackson Financial's variable annuity — policyholder account balance, policy income (charge) has grown at a -19.7% compound annual growth rate (CAGR), from $93M to $60M.
What does variable annuity — policyholder account balance, policy income (charge) mean?
This represents the fee income or charges assessed against variable annuity policyholder account balances, such as mortality and expense risk charges or administrative fees. It serves as a primary revenue driver for the annuity segment, compensating the company for providing insurance guarantees and administrative services. Higher levels of this income generally indicate stronger fee-based revenue generation from the existing policyholder base.