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.
Jackson Financial Inc.'s SEC filings document the reporting framework for a public retirement-services and annuity company. Its 8-K filings cover quarterly and annual financial results, Regulation FD slide presentations, non-GAAP measures, statutory insurance measures and forward-looking disclosure tied to Jackson National Life Insurance Company and the company's annuity operations.
Proxy and material-event filings describe board and shareholder governance, executive compensation matters, related-person transaction disclosures, leadership changes at PPM America, and strategic initiatives involving reinsurance entities. Other filings address capital structure and financing matters, including common stock resale registration materials, depositary shares linked to preferred stock, and pre-capitalized trust securities issued through Grand River Funding Trusts.
Jackson Financial Inc. executive Christopher Raub (EVP JFI; CEO PPM America) reported selling 5,000 shares of common stock on 2026-08-12 in an open-market or private transaction at a weighted average price of $130.69 per share, with individual trades ranging from $130.41 to $130.76. Following this sale, Raub directly holds 42,159.8 shares of Jackson Financial common stock. The Rule 10b5-1 trading plan checkbox was not marked for this transaction.
Jackson Financial Inc. executive Carrie Chelko, EVP and General Counsel, reported selling 7,500 shares of common stock on August 5, 2026 at a weighted average price of $134.24 per share, in multiple trades between $134.18 and $134.53, from a trust brokerage account where she is trustee and beneficiary. Following the sale, she reported owning 80,914.41 shares directly.
Jackson Financial Inc. reported significantly higher profitability for the quarter ended June 30, 2026. Net income attributable to Jackson Financial was $655 million, and net income attributable to common shareholders was $644 million, up from $168 million in the prior-year quarter. Basic EPS rose to $9.18 from $2.34. For the first six months of 2026, net income attributable to common shareholders was $209 million with basic EPS of $2.99.
Total revenues for the quarter were $168 million, compared with a loss of $471 million a year earlier, reflecting large swings in net gains (losses) on derivatives, investments, funds-withheld treaties, and market risk benefits. Pretax adjusted operating earnings, the company’s primary non-GAAP metric, increased to $618 million for the quarter and $1,048 million year-to-date, led by the Retail Annuities segment.
Total assets were $367,065 million at June 30, 2026, up from $352,586 million at December 31, 2025, including $75,311 million of investments and $5,986 million of cash and cash equivalents. Total shareholders’ equity was $9,962 million. The debt securities portfolio was 94.1% investment grade by carrying value. Operating cash flow for the first half of 2026 was $2,894 million.
Jackson Financial Inc. reported second-quarter 2026 net income attributable to common shareholders of $644 million, with adjusted operating earnings of $513 million. GAAP diluted earnings per share were $9.16, while adjusted operating earnings per diluted share were $7.30, a record level, or $7.68 excluding notable items.
Business performance was driven by retail annuity sales of $5.9 billion, up 34% over 2Q25, and growing non-VA net flows of $2.9 billion. Spread-based products, including RILA and newly launched FIA offerings, represented 54% of total retail sales, supporting a more diversified earnings mix. Pre-tax adjusted operating earnings reached $618 million, and the trailing 12-month adjusted operating ROE rose to 16.3%.
Capital generation and liquidity remained significant, with second-quarter free capital generation of $304 million, holding-company free cash flow of $287 million, and capital returned to common shareholders of $290 million in the quarter, $547 million year-to-date. The company targets $900 million–$1.1 billion of 2026 capital return and held nearly $1.4 billion of cash and highly liquid securities at the holding company, above its $325 million minimum liquidity buffer.
Jackson Financial Inc. reported record second-quarter 2026 results, with net income attributable to common shareholders of $644 million, or $9.16 per diluted share, compared with $168 million, or $2.34 per diluted share, in the prior-year quarter. Adjusted operating earnings were $513 million, or a record $7.30 per diluted share, driven by higher spread income from growth in RILA, FIA and institutional assets under management and higher fee income from variable annuities, along with a reduced diluted share count from repurchases.
Total retail annuity sales rose to $5.9 billion from $4.4 billion, including record registered index-linked annuity sales of $2.3 billion and fixed and fixed index annuity sales of $812 million. PPM America assets under management increased 21% year over year to $101.1 billion. Jackson National Life Insurance Company reported total adjusted capital of $5.8 billion and an estimated 538% RBC ratio. Free cash flow was $287 million, and the company returned $290 million to common shareholders through $227 million of buybacks and $63 million of dividends in the quarter.
Jackson Financial Inc. detailed an executive succession plan. President and CEO Laura L. Prieskorn plans to retire from her roles and board seat effective September 30, 2026, then serve as an advisor through December 31, 2026 to support the transition.
Effective October 1, 2026, Don Cummings will become President and CEO and join the board, and Brian Walta will become Executive Vice President and Chief Financial Officer. Cummings’ compensation includes a $1,050,000 base salary, a target bonus of 200% of base salary, and a $7,850,000 target annual long-term incentive; Walta’s package includes a $600,000 base salary, a 150% target bonus, and a $1,900,000 target annual long-term incentive.
Jackson Financial Inc. entered a new unsecured revolving credit agreement providing up to $1.25 billion in borrowing capacity for working capital and general corporate purposes, with a $500 million sub-limit for letters of credit. The facility, arranged with a bank syndicate and Wells Fargo as administrative agent, allows Jackson to request up to an additional $500 million of commitments under customary conditions.
The new agreement replaces Jackson’s prior $1 billion unsecured revolver dated February 24, 2023 and extends committed liquidity through June 30, 2031, with two one-year extension options subject to lender consent. Key financial maintenance covenants include a minimum adjusted consolidated net worth test tied to the March 31, 2026 baseline and future equity issuances, and a maximum consolidated indebtedness to total capitalization ratio of 35%. Interest is based on either a Base Rate or Term SOFR Rate plus a ratings-based margin.
STECHER ESTA E reported acquisition or exercise transactions in this Form 4 filing.
Jackson Financial Inc. director Esta E. Stecher received an award of 430.37 shares of Common Stock through additional restricted share units. These units were granted at no cash cost as dividend equivalent units on existing restricted share units. Following this grant, Stecher directly holds 51,327.88 shares of Jackson Financial common stock, and the dividend equivalent units are subject to the same terms and conditions as the underlying equity awards.
Jackson Financial Inc. director Noles Russell G reported an acquisition of additional equity-based compensation rather than an open‑market trade. On June 25, 2026, he received 188.86 shares of Common Stock at $0.00 per share, described as a grant, award, or other acquisition.
According to the footnote, these shares are dividend equivalent units credited on existing restricted share units and are subject to the same vesting and other terms as the underlying awards. After this award, his directly held position reported in this filing increased to 38,210.43 shares of Common Stock, reflecting a routine incremental adjustment to outstanding equity compensation rather than a discretionary stock purchase or sale.
Jackson Financial Inc. director Martin J. Lippert reported a small, compensation-related equity increase. On June 25, 2026, he acquired 399.4 shares of Common Stock at a stated price of $0.00 per share, classified as a grant or award.
A footnote explains these shares represent additional restricted share units received as dividend equivalent units (DEUs) on existing restricted share units, and they are subject to the same terms and conditions as the underlying equity awards. Following this award, Lippert directly holds 47,635.01 shares of Jackson Financial common stock.