Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 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.
Jackson Financial Inc. announced that director Gregory T. Durant resigned from its Board of Directors on June 22, 2026 for health reasons, effective immediately. The company states his resignation was not due to any disagreement with the company.
Durant had been chair and a member of the Board’s Audit Committee and a member of the Compensation Committee. Board chair Steven A. Kandarian has been appointed to replace him as Chair of the Audit Committee. The report also reiterates standard forward-looking statement cautions and highlights the company’s investor relations website and selected social media channels as regular sources of information.
Jackson Financial Inc. issued $750 million of unsecured 6.150% Senior Notes due January 15, 2037. The notes pay interest semi-annually each January 15 and July 15, starting July 15, 2026.
Before October 15, 2036, the notes are redeemable at the company’s option at a make-whole premium based on the Treasury Rate plus 25 basis points. On or after that date, they are callable at 100% of principal plus accrued interest. The indenture includes covenants limiting secured debt on stock of Jackson National Life Insurance Company, significant disposals of that stock, and major mergers or asset transfers.
Net proceeds are earmarked for general corporate purposes and may be used to repay or redeem the company’s $400,000,000 5.170% Senior Notes due June 8, 2027 and/or Jackson National Life Insurance Company’s $250,000,000 8.15% surplus notes due March 15, 2027.
Jackson Financial Inc. reported the final results of its annual shareholder meeting held on May 21, 2026. Shareholders elected all director nominees to the Board for one-year terms, with each nominee receiving over 54.5 million votes in favor and limited votes against or abstaining.
Shareholders also ratified the appointment of KPMG LLP as independent auditor for the fiscal year ending December 31, 2026, with 60,759,089 votes for and 1,784,842 against. In a non-binding advisory vote, shareholders approved executive compensation, with 54,284,534 votes in favor and 1,040,877 against, out of 70,413,578 shares entitled to vote as of March 24, 2026.
Jackson Financial Inc. reported mixed first-quarter 2026 results. The company posted GAAP net earnings of $(435)M, or $(6.24) per diluted share, but delivered non-GAAP adjusted operating earnings of $361M, or $5.15 per diluted share, and $5.94 per share excluding notable items.
Free cash flow at the holding company was $288M in the quarter, helping fund $257M of capital returned to common shareholders through dividends and buybacks. Retail annuity sales rose 31% over the prior-year quarter, with growing contributions from non-variable annuities and advisory channels, supporting a more diversified earnings mix and a targeted 2026 capital return of $900M–$1.1B.
Jackson Financial Inc. reported a sizable net loss but solid underlying operating performance for the first quarter of 2026. Net loss attributable to common shareholders was $435 million, or $(6.24) per diluted share, largely driven by less favorable hedging and market risk benefit results.
Adjusted operating earnings were $361 million, or $5.15 per diluted share, compared with $376 million, or $5.10, a year earlier, as higher spread income and a lower share count were offset by higher expenses. Retail annuity sales reached $5.3 billion, up 31% year over year, with particularly strong growth in registered index-linked annuities and fixed and fixed index annuities.
Free cash flow was $288 million, and the company returned $257 million to common shareholders through buybacks and dividends. Statutory total adjusted capital at Jackson National Life Insurance Company was $5.5 billion with an estimated RBC ratio of 554%, and holding-company cash and highly liquid securities were nearly $650 million.
Jackson Financial Inc. has appointed Christopher A. Raub, age 55, as President and Chief Executive Officer of its asset management subsidiary PPM America, Inc. effective April 9, 2026. He will oversee PPM’s executive team and its investment mandates, including management of Jackson’s general account assets and institutional strategies.
At the same time, Jackson CEO Laura L. Prieskorn resumed the role of President of Jackson National Life Insurance Company, the main operating subsidiary, and Raub ceased holding that position while continuing as an Executive Vice President of Jackson. The company states there is no change to Prieskorn’s compensation. A related press release, furnished as an exhibit, notes that PPM had $93.73 billion in assets under management as of December 31, 2025.
Jackson Financial Inc. filed a Form 8-K to note that it has submitted a prospectus supplement covering the resale of up to 4,715,554 shares of its common stock by a selling securityholder and its permitted transferees under an existing automatic shelf registration on Form S-3ASR.
The filing explains that this prospectus supplement does not itself represent a sale and the selling securityholder is not required to sell any shares. If shares are sold, Jackson Financial will not receive any proceeds, as all sale proceeds would go to the selling securityholder.
The Form 8-K also provides a legal opinion on the validity of the common shares, furnished as Exhibit 5.1 with an associated consent, and includes standard forward-looking statement cautions and references to existing risk factors in the company’s latest Form 10-K.
Jackson Financial Inc. set up two Grand River Funding Trusts that privately issued Pre-Capitalized Trust Securities, giving the company the right to issue up to $500,000,000 of 6.311% Senior Notes due 2036 and $400,000,000 of 7.280% Senior Notes due 2056.
The trusts invested proceeds in U.S. Treasury strips and grant Jackson on-demand issuance rights over ten- and thirty-year periods. Jackson will pay semi-annual facility fees of 2.066% and 2.430% on unused capacity and must fully exercise the rights if net worth falls below $2.75 billion or certain default or regulatory events occur.
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.
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. disclosed a strategic transaction with TPG under which it will sell 4,715,554 new common shares, representing about 6.5% of outstanding stock on a post-issuance basis, to an affiliate of TPG for $500 million in cash. The sale is an unregistered private placement relying on Section 4(a)(2) of the Securities Act and is subject to customary closing conditions.
The $500 million from TPG, combined with $150 million of the company’s excess cash, will initially capitalize a new Michigan-based captive reinsurer, Hickory Brooke Reinsurance Company, intended to support further sales of fixed and fixed index annuities. The deal also includes a broader partnership: TPG will manage general account assets for Jackson’s insurance subsidiaries with a target of $12 billion in assets under management over five years, governed by long-term investment management agreements.
The Investment Agreement sets a 9.9% ownership cap for TPG, a two-year minimum holding period, sale limits, standstill restrictions, and a requirement for Jackson to provide shelf registration for TPG’s resale of its Jackson shares. In return, Jackson Brooke LLC will receive 2,279,109 TPG Class A shares at closing and may receive additional TPG shares valued at $150 million if AUM tied to the arrangements reaches $20 billion before the tenth anniversary of closing.
Jackson Financial Inc. (JXN) furnished a slide presentation as Exhibit 99.1 under Regulation FD to accompany its third quarter ended September 30, 2025 earnings call, scheduled for Wednesday, November 5, 2025 at 11:00 a.m. Eastern Time.
The materials are furnished, not filed, and include forward-looking statements. The presentation uses non-GAAP measures with reconciliations provided in a dedicated appendix, and references statutory measures from Jackson National Life Insurance Company filings. The company highlights its investor relations website and select social media channels as primary disclosure outlets.
Jackson Financial Inc. (JXN) furnished an 8-K announcing financial results for the third quarter ended September 30, 2025. The press release is provided as Exhibit 99.1.
The company included forward-looking statements and cautioned that actual results may differ due to risks outlined in prior filings. The materials reference non-GAAP measures with reconciliations in Exhibit 99.1 and certain statutory metrics. Jackson also highlighted its investor relations website and select social media channels as primary disclosure outlets.
Jackson Financial, Inc. (JXN) filed a Form 8-K noting that it uses its investor relations website investors.jackson.com and certain senior executives' social media channels to communicate with investors and the public. The company warns that communications on those channels could be deemed material and that investors should monitor the investor relations site in addition to press releases, SEC filings, conference calls, presentations, and webcasts. The filing also states that information on the website or social media is not incorporated by reference into the report.
Jackson Financial Inc. reported details of a separation agreement with Scott Romine, formerly of Jackson National Life Distributors LLC. Under the company’s Severance Plan, Mr. Romine will receive an aggregate cash payment of $2,474,061 to be paid within 30 days of August 14, 2025, along with a pro-rated cash bonus for 2025. He will also receive common shares tied to previously granted long-term incentive plan awards, plus health, welfare, retirement and other benefits typically available to executives. The agreement includes restrictive covenants covering confidential information, non-solicitation, non-competition and a release of claims.