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NYSE · Financials

Jackson Financial Inc. (JXN)

As-reported financials and SEC filings for Jackson Financial Inc. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Jackson Financial Inc.

Jackson Financial Inc. is a financial services company that offers a range of annuity products to retail investors in the United States. Its main products include variable annuities, registered index-linked annuities, fixed index annuities, fixed annuities, and payout annuities. The company serves individual investors through a distribution network that includes broker-dealers, banks, investment advisors, and insurance agents.

Snapshot

Revenue
$6.68B
Revenue growth (YoY)
104.3%
Net income
$27.0M
Diluted EPS
$-0.24
Gross margin
Operating margin
Net margin
0.4%
FCF margin
ROE
0.3%
net income / fiscal-year-end equity
P/E
145.2×
trailing when available, otherwise FY EPS
Market cap
$9.05B
Long-term debt / equity
0.20×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Jackson Financial

  • Revenue grew 104.3% to $6.7B in FY2025, faster than the 6.1% the year before.
  • Net income fell 97.1% to $27M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Jackson Financial’s fundamentals sit among the 425 Financials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Net margin0.4%
17th percentile of 377
Revenue growth (YoY)+104.3%
95th percentile of 420
ROE0.3%
22nd percentile of 375
P/E145.2×
99th percentile of 318
Long-term debt / equity0.20×
34th percentile of 194
Short interest5.30d
67th percentile of 420

Jackson Financial’s P/E of 145.2 ranks in the 99th percentile of the 318 peers with a meaningful P/E. Jackson Financial’s revenue growth of +104.3% ranks in the 95th percentile of the 420 Financials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 2 insider sales totaling $1.7M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+7 quant / multi-strat
Initiated / added
5
0 new, 5 added
Reduced / exited
3
3 trimmed, 0 exited
Combined position
$152.5M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$30.1M293.8KReduced
Two Sigma InvestmentsquantQ2 2026$29.4M287.6KAdded
Citadel AdvisorsquantQ2 2026$27.7M270.6KAdded
Renaissance TechnologiesquantQ2 2026$26.7M260.3KAdded
Point72 Asset ManagementquantQ2 2026$23.5M229.5KAdded
Bridgewater AssociatesQ2 2026$7.1M68.9KReduced
D. E. ShawquantQ2 2026$4.8M47.3KReduced
Millennium ManagementquantQ2 2026$2.8M27.8KAdded
Gotham Asset ManagementQ2 2026$367,9903.6KHeld

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
2
$1.7M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-12
filed 2026-08-13
Raub ChristopherEVP JFI; CEO PPM AmericaSell5.0K$130.69$653K
2026-08-05
filed 2026-08-06
Chelko CarrieEVP and General CounselSell7.5K$134.24$1.0M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
3.4M
settled 2026-08-14
Change vs prior
-1.1%
vs previous settlement
Days to cover
5.30
at avg daily volume
Avg daily volume
635.8K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-143.4M-1.1%5.30
2026-07-313.4M-10.7%6.16
2026-07-153.8M+7.9%5.55
2026-06-303.5M+2.9%4.83
2026-06-153.4M-12.7%5.14
2026-05-293.9M-0.6%7.51
2026-05-154.0M+15.7%5.89
2026-04-303.4M+11.3%6.89

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$6.68B$3.27B$3.08B$9.85B$6.36B
Gross profit
Operating income
Net income$27.0M$946.0M$934.0M$6.19B$3.42B
Diluted EPS$-0.24$11.74$10.76$69.75$36.17

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$5.70B$3.77B$2.69B$4.30B$2.62B
Current assets
Total assets$352.59B$338.45B$330.25B$314.98B$377.36B
Current liabilities
Long-term debt$2.03B$2.03B$2.04B$2.63B$2.65B
Total liabilities$342.24B$328.47B$319.92B$305.61B$369.04B
Total equity$10.34B$9.98B$10.33B$9.38B$8.32B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$5.76B$5.79B$5.31B$5.21B$5.68B
Capital expenditure
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$168.0M$655.0M$9.16
Q1 FY2026$2.90B-22.6%$-424.0M$-6.24
Q4 FY2025$1.99B783.6%$-204.0M$-2.96
Q3 FY2025$1.42B-33.2%$76.0M$0.92
Q2 FY2025$-471.0M-137.8%$179.0M$2.34
Q1 FY2025$3.75B$-24.0M$-0.48
Q4 FY2024$225.0M-74.5%$345.0M$4.59
Q3 FY2024$2.12B-17.9%$-469.0M$-6.37

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorFinancials
SIC industryLife Insurance
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2020
SEC CIK1822993

Selected SEC filings

10-Q2026-08-03
View on EDGAR →
10-Q2026-05-05
View on EDGAR →
8-K2026-08-03
View on EDGAR →
8-K2026-08-03
View on EDGAR →
8-K2026-07-22
View on EDGAR →
8-K2026-07-01
View on EDGAR →

Largest Financials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.