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Jackson Financial JXN Variable annuity — Policyholder Account Balance, Surrender and Withdrawal

Other product segments

Fixed Index Annuities
$341M-29.7%
RILA
$164M+152%
Payout Annuities
$66M+4.8%
Closed Block Annuity
$32M-11.1%

Similar metrics at other companies

Principal Financial Group logo
PFGVariable Annuity — Policyholder Account Balance Surrender Withdrawal And Benefit Payment
$394.6M-24.8%
Lincoln National logo
LNCVariable Annuities — Policyholder Account Balance, Withdrawal
$920M+50.3%
Ameriprise Financial logo
AMPVariable Annuity — Policyholder Account Balance, Surrender And Withdrawal, Net Of Benefit Payment
$111M-11.2%
Chubb logo
CBAnnuities — Policyholder Account Balance, Surrender and Withdrawal
$8M-11.1%
KKR & Co. logo
KKRVariable Annuities — Separate Account, Liability, Surrender and Withdrawal
$125.46M-7.4%
Principal Financial Group logo
PFGVariable Annuity — Separate Account Liability Surrender Withdrawal And Benefit Payment
$354.6M-28.2%

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

See full
Net margin11.7%—

Returns & leverage

See full
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:PolicyholderAccountBalanceSurrenderAndWithdrawal.

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, surrender and withdrawal?
Jackson Financial (JXN) reported variable annuity — policyholder account balance, surrender and withdrawal of $516M in Q1 2026.
How has Jackson Financial's variable annuity — policyholder account balance, surrender and withdrawal changed year-over-year?
Jackson Financial's variable annuity — policyholder account balance, surrender and withdrawal decreased by 2.1% year-over-year, from $527M to $516M.
What is the long-term trend for Jackson Financial's variable annuity — policyholder account balance, surrender and withdrawal?
Over 3 years (2022 to 2025), Jackson Financial's variable annuity — policyholder account balance, surrender and withdrawal has grown at a 13.9% compound annual growth rate (CAGR), from $1.49B to $2.2B.
What does variable annuity — policyholder account balance, surrender and withdrawal mean?
The reduction in policyholder account balances resulting from customer surrenders, partial withdrawals, or benefit payouts. This metric serves as a key indicator of customer retention and the stability of the annuity book. High levels of surrender activity may signal competitive pressures or changing customer needs.