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Jackson Financial JXN Net investment income excluding funds withheld assets

Net investment income excluding funds withheld assets at other companies

Axis Capital Holders logo
Axis Capital HoldersAXS
$184.74M-11.1%
The Hanover Insurance Group logo
The Hanover Insurance GroupTHG
$126.9M+19.6%
First American Financial logo
First American FinancialFAF
$152.4M+12.7%
Allstate logo
AllstateALL
$938M+9.8%
Old Republic International logo
Old Republic InternationalORI
$178M+4.3%
Principal Financial Group logo
Principal Financial GroupPFG
$1.2B+2.9%

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:NetInvestmentIncomeExcludingFundsWithheldAssets.

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 net investment income excluding funds withheld assets?
Jackson Financial (JXN) reported net investment income excluding funds withheld assets of $541M in Q1 2026.
How has Jackson Financial's net investment income excluding funds withheld assets changed year-over-year?
Jackson Financial's net investment income excluding funds withheld assets increased by 2.5% year-over-year, from $528M to $541M.
What is the long-term trend for Jackson Financial's net investment income excluding funds withheld assets?
Over 4 years (2021 to 2025), Jackson Financial's net investment income excluding funds withheld assets has grown at a 0.7% compound annual growth rate (CAGR), from $2.24B to $2.3B.
What does net investment income excluding funds withheld assets mean?
Income generated from the company's investment portfolio, excluding assets held under specific reinsurance funds-withheld arrangements. This metric isolates the performance of the core investment portfolio managed by the company.