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Jackson Financial JXN Net investment income

Net investment income at other companies

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MetLifeMET
$6.7B+18.4%
Prudential Financial logo
Prudential FinancialPRU
$5.78B+10.7%
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Equitable HoldingsEQH
$1.4B+3.1%
Brighthouse Financial logo
Brighthouse FinancialBHF
$1.24B-3.4%
Fidelity National Financial logo
Fidelity National FinancialFNF
$822M+8.2%
Corebridge Financial logo
Corebridge FinancialCRBG
$3.19B-4.4%

Segments

By segment

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Retail Annuities$320M+71.1%
Closed Life and Annuity Blocks$146M-21.9%
Institutional Products$143M+23.3%

Other financials

Income statement

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Revenue$2.9B-22.6%
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$9.11B+41.1%
Enterprise value$6.25B+32.9%
P/S1.6×+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:NetInvestmentIncome.

The source filing: Jackson Financial’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 4:22 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001822993-26-000072
Line itemThree Months Ended March 31, 2026Three Months Ended March 31, 2025
Net investment income:
Net investment income excluding funds withheld assets541528
Net investment income on funds withheld assets199227
Total net investment income740755
Net gains (losses) on derivatives and investments:
Net gains (losses) on derivatives and investments2831,343
Net gains (losses) on funds withheld reinsurance treaties(159)(388)
Total net gains (losses) on derivatives and investments124955

Item 1. Financial Statements

FAQ

What is Jackson Financial's net investment income?
Jackson Financial (JXN) reported net investment income of $740M in Q1 2026.
How has Jackson Financial's net investment income changed year-over-year?
Jackson Financial's net investment income decreased by 2.0% year-over-year, from $755M to $740M.
What is the long-term trend for Jackson Financial's net investment income?
Over 4 years (2021 to 2025), Jackson Financial's net investment income has grown at a -2.0% compound annual growth rate (CAGR), from $3.42B to $3.15B.
What does net investment income mean?
The total interest, dividends, and other income earned from the company's investment portfolio, net of related investment expenses. It is a primary driver of profitability for insurance and annuity providers.

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