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Jackson Financial JXN Mortality Expense And Surrender Charges

Mortality Expense And Surrender Charges at other companies

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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:MortalityExpenseAndSurrenderCharges.

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 mortality expense and surrender charges?
Jackson Financial (JXN) reported mortality expense and surrender charges of $127M in Q1 2026.
How has Jackson Financial's mortality expense and surrender charges changed year-over-year?
Jackson Financial's mortality expense and surrender charges decreased by 4.5% year-over-year, from $133M to $127M.
What is the long-term trend for Jackson Financial's mortality expense and surrender charges?
Over 4 years (2021 to 2025), Jackson Financial's mortality expense and surrender charges has grown at a -1.5% compound annual growth rate (CAGR), from $553M to $521M.
What does mortality expense and surrender charges mean?
Captures the revenue generated from mortality risk charges and fees collected when policyholders surrender their contracts before maturity. This metric provides insight into the company's fee-based income streams and policyholder retention behavior.