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Jackson Financial JXN Investment expenses

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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:InvestmentIncomeInvestmentExpense.

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 investment expenses?
Jackson Financial (JXN) reported investment expenses of $63M in Q1 2026.
How has Jackson Financial's investment expenses changed year-over-year?
Jackson Financial's investment expenses decreased by 33.0% year-over-year, from $94M to $63M.
What is the long-term trend for Jackson Financial's investment expenses?
Over 3 years (2021 to 2025), Jackson Financial's investment expenses has grown at a 46.5% compound annual growth rate (CAGR), from $126M to $396M.
What does investment expenses mean?
This metric encompasses the direct costs incurred to manage, monitor, and maintain the company's investment portfolio. These expenses typically include management fees, custodial costs, and other administrative charges related to investment operations. It is a key indicator of the efficiency of the company's investment management function.