Welcome to our dedicated page for Jackson Financial SEC filings (Ticker: JXN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Jackson Financial Inc. (NYSE: JXN) SEC filings, offering detailed insight into the company’s retirement services and annuity-focused life insurance operations. As a U.S. holding company with segments in Retail Annuities, Institutional Products, Closed Life and Annuity Blocks, and Corporate and Other, Jackson uses its SEC reports to describe business performance, capital position and material corporate events.
Investors looking for JXN 10-K and 10-Q reports can use these filings to review segment results, including retail annuity sales across variable annuities, registered index-linked annuities, fixed index annuities, fixed annuities and payout annuities, as well as institutional product activity and closed block performance. These reports often include discussions of statutory total adjusted capital at Jackson National Life Insurance Company, estimated risk-based capital ratios, liquidity at the holding company and capital return to shareholders through dividends and share repurchases. Non-GAAP measures such as adjusted operating earnings and free cash flow are typically reconciled to the most comparable GAAP measures in appendices referenced in the filings.
Current reports on Form 8-K are especially relevant for tracking material events affecting JXN stock. Recent 8-K filings describe an investment agreement with TPG Inc. and an affiliate, under which TPG will acquire a minority equity stake in Jackson and enter long-term investment management arrangements targeting general account assets, as well as related voting alignment and ownership limitations. Other 8-Ks cover quarterly earnings releases, slide presentations used on earnings calls, leadership changes at subsidiaries such as PPM America, Inc., executive separation or retirement agreements and board actions related to capital management.
Through this page, users can also monitor insider and equity-related disclosures that appear in SEC reports, including information about unregistered sales of equity securities, equity-based compensation arrangements and preferred stock depositary shares. Stock Titan’s AI-powered tools can help summarize lengthy filings, highlight key terms in investment agreements, and clarify how Jackson’s regulatory disclosures relate to its annuity-focused business model and capital strategy.
Jackson Financial Inc. reports a mixed 2025, with total sales rising to
Net income attributable to common shareholders slipped to a small loss of
The company repurchased
Jackson Financial Inc. reported mixed 2025 results, pairing a small GAAP loss with strong underlying performance. Net loss attributable to common shareholders was $(17) million, or $(0.24) per diluted share, driven largely by market and hedging volatility.
On a non-GAAP basis, Adjusted Operating Earnings reached $1.6 billion, or $22.67 per diluted share, up from $18.79 a year earlier. The company generated nearly $1.4 billion of free capital generation and $838 million of free cash flow, supporting $862 million of capital returned to common shareholders through dividends and buybacks.
Jackson highlighted a shift in its retail annuity mix, with 2025 retail annuity sales up 10% over 2024 and record RILA sales of nearly $7 billion. Statutory strength remained solid, with Jackson National Life Insurance Company’s RBC ratio at 567% and holding-company liquidity above $650 million, while management set a $900 million–$1.1 billion capital-return target for 2026.
Jackson Financial Inc. reported strong 2025 operating results but weaker GAAP earnings. Adjusted operating earnings rose to $1.6 billion, or $22.67 per diluted share, up from $18.79 in 2024, driven by higher spread income on growing RILA and institutional assets and a lower share count.
Record retail annuity sales reached $19.7 billion, up 10%, with record RILA sales of $6.9 billion and fixed and fixed index annuity sales of $1.9 billion. GAAP net income attributable to common shareholders was a loss of $17 million versus a $902 million profit in 2024, reflecting losses on reinsured business and less favorable hedging. The company returned $862 million to common shareholders in 2025, lifted its quarterly dividend 12.5% to $0.90 per share, and set a 2026 capital return target of $900 million to $1.1 billion, supported by an RBC ratio of 567% and more than $650 million of holding company liquidity.
TPG GP A, LLC and related individuals reported a significant passive stake in Jackson Financial Inc. through a Schedule 13G filing. The group may be deemed to beneficially own 4,715,554 shares of common stock, representing 6.7% of the class, based on 70,816,945 shares outstanding as of
The shares are held directly by TPG Operating Group II, L.P., over which TPG GP A exercises control, while James G. Coulter and Jon Winkelried may be deemed to share beneficial ownership through their relationship to TPG GP A. They certify the securities were not acquired to change or influence control of Jackson Financial.
Jackson Financial Inc. entered a long-term strategic partnership with TPG Inc., highlighted by a $500 million common equity investment from TPG into Jackson. In return, Jackson issued 4,715,554 shares of its common stock to TPG, representing an approximate 6.5% equity stake at issuance.
As part of the deal, a Jackson subsidiary received 2,279,109 shares of TPG Class A common stock, and the firms established a non-exclusive investment management arrangement with a 10-year initial term and automatic one-year renewals through year 15. TPG will provide investment grade asset-based finance and direct lending capabilities to support Jackson’s spread-based business and future insurance solutions.
Jackson Financial Inc. Executive Vice President Christopher Raub reported equity awards tied to prior performance grants. On February 2, 2026, he acquired 11,248.23 shares of common stock at $0.00 per share, bringing his directly held common stock to 41,348.27 shares.
He was also granted 4,179.18 restricted share units at $0.00, increasing his directly held restricted share units to 7,015.54 units. Footnotes explain these shares and equivalents were earned based on performance metrics of 2023 performance share unit awards, which cliff vest in March 2026 and September 2026, with one award settling in cash and another converting 1:1 into common stock.
Jackson Financial Inc. reported that CEO and President Laura Louene Prieskorn acquired 146,519.51 shares of common stock on February 2, 2026 at a price of $0.00 per share. These shares, including accrued dividend equivalents, were earned under a 2023 Performance Share Unit award based on achievement of performance metrics.
The filing states that the PSUs will convert into common stock on a 1:1 basis and are scheduled to cliff vest on March 10, 2026. Following this transaction, Prieskorn directly beneficially owns 577,074.22 shares of Jackson Financial common stock.
Jackson Financial Inc. executive Don W. Cummings, EVP and CFO, reported an equity award in company stock. On February 2, 2026, he acquired 14,087.38 shares of Jackson Financial common stock at a price of $0.00 per share, increasing his beneficial ownership to 74,678.85 shares held directly.
The shares reflect stock earned from a 2023 Performance Share Unit (PSU) award, based on achievement of preset performance metrics. These PSUs are scheduled to cliff vest on March 10, 2026 and will convert into common stock on a one-for-one basis.
Jackson Financial Inc. EVP and General Counsel Carrie Chelko reported the acquisition of 25,922.67 shares of Jackson Financial common stock on February 2, 2026 at a price of $0.00 per share, bringing her directly held stake to 98,130.12 shares.
According to the footnote, these shares (including accrued dividend equivalents) were earned under a 2023 Performance Share Unit award that vests in a single tranche on March 10, 2026, subject to continued employment. The PSUs convert into common stock on a one-for-one basis.
Jackson Financial Inc. executive granted performance-based shares
Jackson Financial Inc. EVP and Chief Risk Officer Savvas Steve Panagiotis Binioris reported acquiring 24,794.18 shares of common stock on February 2, 2026 at a price of $0.00 per share. These shares, including accrued dividend equivalents, were earned from a 2023 Performance Share Unit award tied to achievement of performance metrics.
Following this grant, he beneficially owns 47,633.22 common shares in total, held directly. The underlying PSUs are scheduled to cliff vest on March 10, 2026 and will convert into common stock on a one-for-one basis.