Jackson Financial Inc. (JXNPA) Financial Statements (2026 and earlier)
Company Profile
| Business Address |
1 CORPORATE WAY LANSING, MI 48951 |
| State of Incorp. | DE |
| Fiscal Year End | December 31 |
| Industry (SIC) | 6311 - Life Insurance (benchmarking) |
| More info | Complete Financial Analysis Financial Benchmarking |
Balance Sheet (Statement of Financial Position) ($ in millions)
| 9/30/2025 MRQ | 12/31/2024 | 12/31/2023 | 12/31/2022 | 12/31/2021 | |||
|---|---|---|---|---|---|---|---|
| ASSETS | |||||||
| Current Assets | |||||||
| Cash, cash equivalents, and short-term investments | 3,767 | 2,756 | 4,398 | 2,740 | |||
| Cash and cash equivalent | 3,767 | 2,688 | 4,298 | 2,623 | |||
| Short-term investments | 68 | 100 | 117 | ||||
| Financing receivable, accrued interest, after allowance for credit loss | ✕ | ✕ | 46 | 48 | |||
| Total current assets: | 3,767 | 2,802 | 4,446 | 2,740 | |||
| Noncurrent Assets | |||||||
| Operating lease, right-of-use asset | 20 | 24 | 26 | 31 | |||
| Deferred income tax assets | 480 | 640 | 385 | 954 | |||
| Total noncurrent assets: | 500 | 664 | 411 | 985 | |||
| Other undisclosed assets | 334,183 | 326,789 | 306,201 | 371,759 | |||
| TOTAL ASSETS: | 338,450 | 330,255 | 311,058 | 375,484 | |||
| LIABILITIES AND EQUITY | |||||||
| Liabilities | |||||||
| Current Liabilities | |||||||
| Debt | 1,540 | 970 | 1,012 | 1,572 | |||
| Securities loaned | 14 | 19 | 36 | 17 | |||
| Total current liabilities: | 1,554 | 989 | 1,048 | 1,589 | |||
| Noncurrent Liabilities | |||||||
| Other undisclosed liabilities | 326,914 | 318,932 | 300,855 | 362,821 | |||
| Total liabilities: | 328,468 | 319,921 | 301,903 | 364,410 | |||
| Equity | |||||||
| Equity, attributable to parent | 9,764 | 10,170 | 8,423 | 10,394 | |||
| Preferred stock | 533 | 533 | |||||
| Common stock | 1 | 1 | 1 | 1 | |||
| Treasury stock, value | (1,007) | (599) | (443) | (211) | |||
| Additional paid in capital | 6,046 | 6,005 | 6,063 | 6,051 | |||
| Accumulated other comprehensive income (loss) | (3,522) | (2,808) | (5,481) | 1,744 | |||
| Retained earnings | 7,713 | 7,038 | 8,283 | 2,809 | |||
| Equity, attributable to noncontrolling interest | 218 | 164 | 732 | 680 | |||
| Total equity: | 9,982 | 10,334 | 9,155 | 11,074 | |||
| TOTAL LIABILITIES AND EQUITY: | 338,450 | 330,255 | 311,058 | 375,484 | |||
Income Statement (P&L) ($ in millions)
| 9/30/2025 TTM | 12/31/2024 | 12/31/2023 | 12/31/2022 | 12/31/2021 | ||
|---|---|---|---|---|---|---|
| Revenues | 3,271 | 3,159 | 14,551 | 8,848 | ||
| Net investment income | 2,862 | 2,930 | 2,761 | 3,429 | ||
| Fee income | 8,083 | 7,680 | ✕ | ✕ | ||
| Cost of revenue | (1,705) | (1,542) | (1,557) | (1,379) | ||
| Policyholder account balance, interest expense | (1,110) | (1,145) | (862) | (868) | ||
| Gross profit: | 1,566 | 1,617 | 12,994 | 7,469 | ||
| Operating expenses | (1,120) | (1,007) | (875) | (1,083) | ||
| Operating income: | 446 | 610 | 12,119 | 6,386 | ||
| Interest and debt expense | (185) | (113) | (37) | |||
| Income from continuing operations before equity method investments, income taxes: | 446 | 425 | 12,006 | 6,349 | ||
| Other undisclosed income (loss) from continuing operations before income taxes | 576 | (2,302) | ||||
| Income from continuing operations before income taxes: | 1,022 | 425 | 12,006 | 4,047 | ||
| Income tax expense | (46) | (4) | (1,371) | (602) | ||
| Income from continuing operations: | 976 | 421 | 10,635 | 3,445 | ||
| Income before gain (loss) on sale of properties: | ✕ | ✕ | ✕ | ✕ | 3,445 | |
| Other undisclosed net income (loss) | 533 | (4,895) | ||||
| Net income: | 976 | 954 | 5,740 | 3,445 | ||
| Net loss attributable to noncontrolling interest | (30) | (20) | (43) | (262) | ||
| Net income attributable to parent: | 946 | 934 | 5,697 | 3,183 | ||
| Preferred stock dividends and other adjustments | (44) | (35) | ||||
| Net income available to common stockholders, diluted: | 902 | 899 | 5,697 | 3,183 | ||
Comprehensive Income ($ in millions)
| 9/30/2025 TTM | 12/31/2024 | 12/31/2023 | 12/31/2022 | 12/31/2021 | ||
|---|---|---|---|---|---|---|
| Net income: | 976 | 954 | 5,740 | 3,445 | ||
| Other comprehensive income (loss) | (714) | 570 | (7,225) | (2,077) | ||
| Comprehensive income (loss): | 262 | 1,524 | (1,485) | 1,368 | ||
| Comprehensive loss, net of tax, attributable to noncontrolling interest | (30) | (20) | (43) | (262) | ||
| Comprehensive income (loss), net of tax, attributable to parent: | 232 | 1,504 | (1,528) | 1,106 | ||
Statements Sources
The financial statements are based on the Company's filings with the U.S. Securities and Exchange Commission (SEC) through the Electronic Data Gathering, Analysis, and Retrieval system (EDGAR). The information is derived from the 10-K and 10-Q reports submitted to the SEC in XBRL (eXtensible Business Reporting Language) format and presented according to the US GAAP Taxonomy. Please review the original filings for a more detailed information.