Every 10-Q that Jackson Financial Inc. (JXN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow JXN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JXN filings page.
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 first-quarter 2026 results showing a GAAP net loss attributable to common shareholders of $435 million, or $(6.24) per diluted share, compared with a loss of $35 million a year earlier. Total revenues were $2,902 million, down from $3,750 million, driven largely by lower net gains on derivatives and investments and lower funds-withheld results.
Total benefits and expenses rose to $3,302 million, mainly reflecting higher market risk benefit losses. Pretax adjusted operating earnings, the company’s key non-GAAP measure, were $430 million, slightly below $442 million in the prior-year quarter, as Retail Annuities remained the main earnings contributor. Comprehensive income swung to a loss of $682 million from income of $779 million, as unrealized losses on securities outweighed positive non‑performance risk adjustments.
Jackson ended March 31, 2026 with total assets of $339.5 billion and total shareholders’ equity of $9.5 billion. The quarter also included closing of a long-term strategic partnership with TPG, under which TPG acquired a $500 million equity stake in Jackson Financial and issued $150 million of its own common shares to a Jackson subsidiary, aligning the firms around expanding spread-based product sales and private credit capabilities.
Jackson Financial Inc. reports solid Q3 2025 results, returning to profitability on a GAAP basis while maintaining strong operating performance. For the quarter ended September 30, 2025, total revenues were $1,416 million versus $2,121 million a year earlier, reflecting volatile net derivative and investment results.
Net income attributable to common shareholders was $65 million, compared with a loss of $(480) million in Q3 2024, with basic EPS of $0.93 versus $(6.37). Pretax adjusted operating earnings, which strip out hedging, market risk benefit and other non-operating items, rose to $505 million from $411 million, led by the Retail Annuities segment.
Total assets reached $353,558 million, up from $338,450 million at December 31, 2024, supported by growth in separate account assets and the investment portfolio. The company continued returning capital, paying common dividends of $173 million and repurchasing $517 million of stock over the first nine months of 2025, while maintaining shareholders’ equity of $10,229 million.