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 vice president and CFO Don W. Cummings reported routine equity compensation activity in the form of restricted and performance share vesting and related tax withholding. On March 10, 2026, a total of 10,929.98 common shares were withheld at $108.87 per share to cover tax obligations tied to multiple tranches of previously granted RSUs and PSUs that vested and converted 1:1 into common stock. On the same date, he received an annual grant of 8,595 restricted share units at no purchase price, scheduled to vest in three equal annual installments. Following these transactions, Cummings directly holds 72,343.87 shares of Jackson Financial common stock. These F-code dispositions reflect tax payments rather than open-market sales, while the A-code entry represents a standard compensation award.
Jackson Financial Inc. executive vice president and general counsel Carrie Chelko reported routine equity compensation activity in common stock. On March 10, 2026, a total of 15,687.03 shares were withheld to cover tax obligations as previously granted RSUs and PSUs vested, at a price of $108.87 per share. The same day, she received a new annual grant of 5,730 restricted share units, which vest in three equal tranches beginning one year after the grant date. After these transactions, Chelko directly held about 88,173 shares of Jackson Financial common stock, reflecting compensation-related adjustments rather than open-market trading.
Jackson Financial Inc. EVP and Chief Risk Officer Savvas Steve Panagiotis Binioris reported routine equity compensation activity involving restricted and performance share units.
On March 10, 2026, a total of 15,716.75 shares of common stock were disposed of at $108.87 per share in four transactions coded "F". According to the footnotes, these shares were withheld to satisfy tax withholding obligations upon vesting of multiple RSU and PSU awards granted in 2023, 2024, and 2025, which convert 1:1 into common stock.
On the same date, he acquired 4,835 shares of common stock in a transaction coded "A" at a stated price of $0.00 per share, reflecting the 2026 annual grant of restricted share units, which vest in three equal tranches beginning on the first anniversary of the grant date. Following these transactions, he directly holds 36,751.47 shares of Jackson Financial common stock.
Jackson Financial Inc. SVP and Controller Craig A. Anderson reported multiple equity compensation events involving performance and restricted share units on March 10, 2026. A total of 2111.64, 1480.92 and 1598.25 earned units vested and converted 1:1 into common stock, consistent with the plan terms.
The company then settled 2111.64, 1480.92 and 1598.25 converted shares in cash through dispositions to the issuer at $108.87 per share. In addition, 616.16 common shares were withheld to cover tax obligations upon vesting of March 10, 2025 restricted share units. Anderson also received a new grant of 3447.00 restricted share units, and following these transactions he directly owned 8258.07 shares of Jackson Financial common stock.
Jackson Financial Inc. reports a mixed 2025, with total sales rising to $23.2 billion from $19.8 billion and assets under management increasing to $351.1 billion. Retail annuity sales grew to $19.7 billion, and institutional product sales reached $3.5 billion.
Net income attributable to common shareholders slipped to a small loss of $17 million versus prior-year income of $902 million, but adjusted operating earnings improved to $1.6 billion. Adjusted operating ROE rose to 14.7%, while the Jackson statutory risk-based capital ratio remained high at 567%.
The company repurchased $634 million of common stock and paid $228 million in common dividends. Jackson continues to focus on U.S. retirement markets with a broad annuity suite, supported by an efficient in-house platform administering most of its more than 2.4 million life and annuity policies.
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 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. 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 February 11, 2026.
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.