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Jackson Financial Inc.

JXN

$129.97 ▼ -3.32 (-2.49%) at close

25 Visible periods

35 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Weak

Bearish

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Analytical Summary

Jackson Financial Inc. faces fundamental challenges with weakness in Operating Margin (%). The fundamentals warrant careful consideration of downside risks.

Market Cap $9.1B

Dividend Yield 0.69%

Revenue Growth -22.6% ↘

Op. Margin -13.8% ↗

ROIC None

FCF / Share None

Trailing P/E —

Price / Book 1.0x

FCF Yield —

Debt / Equity 0.21

info Valuation on last close. End-of-day price, Aug 7, 2026.

25-Year Financial Trajectory

Quarterly

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$2.90B

↓ -22.6% —

Net Income Profit after all expenses

$-424.00M

↓ -1666.7% —

Operating Margin Operating profit as % of sales

-13.8%

↑ +23.5% 25th

Long-Term Debt Long-term obligations

$2.03B

— -0.1% —

trending_up

Bullish Indicators

No bullish signals detected.

warning

Bearish Risks

Operating Margin (%)Operating Margin (%) is in the bottom quartile

Health Breakdown

Profitability ↓

Returns ↓

Financial Health ↓

Dividend History

Dividend / share · sourced from SEC filings

$0.50 Latest / share

FY 2019

FY 2020

$0.50

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Financial view

Statement lens

Choose the reporting cadence, isolate a period range, or search directly for a metric.

Cadence

Annual Quarterly

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📈 Is growth accelerating? 7 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q3 FY2023 Sep 30, 2023 10-Q ↗	Q2 FY2023 Jun 30, 2023 10-Q ↗	Q1 FY2023 Mar 31, 2023 10-Q ↗	Q4 FY2022 Jan 1, 2023 10-K ↗	Q3 FY2022 Sep 30, 2022 10-Q ↗	Q2 FY2022 Jun 30, 2022 10-Q ↗	Q1 FY2022 Mar 31, 2022 10-Q ↗	Q4 FY2021 Jan 1, 2022 10-K ↗	Q3 FY2021 Sep 30, 2021 10-Q ↗	Q2 FY2021 Jun 30, 2021 10-Q ↗	Q1 FY2021 Mar 31, 2021 10-Q ↗	Q4 FY2020 Dec 31, 2020 10-K ↗	Q3 FY2020 Sep 30, 2020 10-Q ↗	Q2 FY2020 Jun 30, 2020 10-Q ↗	Q4 FY2019 Dec 31, 2019 10-K ↗
Revenue Growth YoY (%)	-22.6% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-477%)	783.6% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+12959%)	-33.2% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-654%)	N/M	N/M	-74.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-1341%)	-18.6% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-410%)	204.1% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+3302%)	57.0% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+850%)	-91.1% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-1618%)	-35.2% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-687%)	-93.7% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-1662%)	N/M	55.1% Excellent ↓ Excellent Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+818%)	170.6% Excellent ↓ Excellent Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+2743%)	2709.9% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+45065%)	-21.9% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-465%)	576.2% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+9503%)	1237.8% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+20530%)	N/M	—	—	—	—	—
EPS Growth YoY (%)	-1200.0% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	N/M	N/M	-32.2% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	N/M	N/M	N/M	-76.3% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	N/M	N/M	93.7% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	-56.8% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	N/M	99.0% Excellent ↓ Excellent Declining Year-over-year change in earnings per share Optimal: > 10%	697.2% Excellent ↑ Excellent Improving Year-over-year change in earnings per share Optimal: > 10%	N/M	-24.4% Weak ↓ Weak Declining Year-over-year change in earnings per share Optimal: > 10%	625.5% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	N/M	91.8% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	—	—	—	—	—
Net Income Growth YoY (%)	-1666.7% Weak Weak Year-over-year change in net income	N/M	N/M	-34.9% Weak Weak Year-over-year change in net income	N/M	N/M	N/M	-77.4% Weak Weak Year-over-year change in net income	N/M	N/M	87.5% Excellent ↑ Excellent Improving Year-over-year change in net income	-58.1% Weak ↓ Weak Declining Year-over-year change in net income	N/M	81.0% Excellent ↓ Excellent Declining Year-over-year change in net income	617.3% Excellent ↓ Excellent Declining Year-over-year change in net income	N/M	-30.9% Weak ↓ Weak Declining Year-over-year change in net income	4443.9% Excellent Excellent Year-over-year change in net income	N/M	82.6% Excellent Excellent Year-over-year change in net income	—	—	—	—	—
FCF Growth YoY (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Revenue CAGR 3Y (%)	—	-41.4% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-29.4% Weak ↑ Weak Improving Compound annual revenue growth over 3 years	—	-4.5% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	-67.2% Weak ↓ Weak Declining Compound annual revenue growth over 3 years	12.6% Good ↓ Good Declining Compound annual revenue growth over 3 years	75.2% Excellent ↓ Excellent Declining Compound annual revenue growth over 3 years	—	-2.1% Weak Weak Compound annual revenue growth over 3 years	186.3% Excellent Excellent Compound annual revenue growth over 3 years	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Revenue CAGR 5Y (%)	-12.0% Weak ↓ Weak Declining Compound annual revenue growth over 5 years	16.1% Excellent Excellent Compound annual revenue growth over 5 years	66.4% Excellent Excellent Compound annual revenue growth over 5 years	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—
EPS CAGR 3Y (%)	—	—	-62.3% Weak ↓ Weak Declining Compound annual EPS growth over 3 years	-58.9% Weak Weak Compound annual EPS growth over 3 years	—	-50.3% Weak Weak Compound annual EPS growth over 3 years	—	—	-31.3% Weak Weak Compound annual EPS growth over 3 years	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q3 FY2023 Sep 30, 2023 10-Q ↗	Q2 FY2023 Jun 30, 2023 10-Q ↗	Q1 FY2023 Mar 31, 2023 10-Q ↗	Q4 FY2022 Jan 1, 2023 10-K ↗	Q3 FY2022 Sep 30, 2022 10-Q ↗	Q2 FY2022 Jun 30, 2022 10-Q ↗	Q1 FY2022 Mar 31, 2022 10-Q ↗	Q4 FY2021 Jan 1, 2022 10-K ↗	Q3 FY2021 Sep 30, 2021 10-Q ↗	Q2 FY2021 Jun 30, 2021 10-Q ↗	Q1 FY2021 Mar 31, 2021 10-Q ↗	Q4 FY2020 Dec 31, 2020 10-K ↗	Q3 FY2020 Sep 30, 2020 10-Q ↗	Q2 FY2020 Jun 30, 2020 10-Q ↗	Q4 FY2019 Dec 31, 2019 10-K ↗
Operating Margin (%) (%)	-13.8% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-155%)	-18.0% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-172%)	5.1% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-80%)	-40.1% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-261%)	-0.5% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-102%)	—	-27.3% Weak ↑ Weak Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-209%)	25.5% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	-280.4% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-1222%)	-221.7% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-987%)	—	—	—	78.4% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+214%)	50.4% Excellent ↓ Excellent Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+102%)	56.0% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+124%)	55.5% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+122%)	68.3% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+173%)	16.9% Fair ↑ Fair Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-32%)	-231.9% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-1028%)	65.1% Excellent ↑ Excellent Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+160%)	—	-478.8% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-2015%)	-21.8% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-187%)	—
Effective Tax Rate (%) (%)	-5.0% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	48.0% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-26.4% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	2.1% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	-5.9% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	5.8% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	19.5% Good ↑ Good Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	11.3% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	11.2% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.2% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	20.3% Good → Good Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	16.7% Good ↓ Good Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	27.2% Caution ↑ Caution Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	19.5% Good → Good Stable Actual taxes paid relative to pre-tax income Optimal: 15-25%	27.6% Caution ↑ Caution Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	19.6% Good ↑ Good Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	13.8% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	15.3% Good ↑ Good Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-6.5% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	10.0% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	16.3% Good Good Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	29.5% Caution Caution Actual taxes paid relative to pre-tax income Optimal: 15-25%	—	—
Profit Margin (%) (%)	-14.6% Weak → Weak Stable Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-166%)	-10.3% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-147%)	5.4% Caution ↑ Caution Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-76%)	-38.0% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-273%)	-0.6% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-103%)	—	-22.1% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-201%)	22.1% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: At sector avg	-246.9% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-1222%)	-176.8% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-903%)	—	—	—	62.7% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+185%)	36.8% Excellent ↓ Excellent Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+67%)	44.5% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+102%)	47.1% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+114%)	53.7% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+144%)	13.9% Fair ↑ Fair Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-37%)	-232.8% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-1158%)	53.2% Excellent ↑ Excellent Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Above avg (+142%)	8.0% Caution Caution Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-64%)	-357.0% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-1723%)	—	—
FCF Margin (%) (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
FCF / Net Income (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

🎯 Is capital allocation efficient? 3 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q3 FY2023 Sep 30, 2023 10-Q ↗	Q2 FY2023 Jun 30, 2023 10-Q ↗	Q1 FY2023 Mar 31, 2023 10-Q ↗	Q4 FY2022 Jan 1, 2023 10-K ↗	Q3 FY2022 Sep 30, 2022 10-Q ↗	Q2 FY2022 Jun 30, 2022 10-Q ↗	Q1 FY2022 Mar 31, 2022 10-Q ↗	Q4 FY2021 Jan 1, 2022 10-K ↗	Q3 FY2021 Sep 30, 2021 10-Q ↗	Q2 FY2021 Jun 30, 2021 10-Q ↗	Q1 FY2021 Mar 31, 2021 10-Q ↗	Q4 FY2020 Dec 31, 2020 10-K ↗	Q3 FY2020 Sep 30, 2020 10-Q ↗	Q2 FY2020 Jun 30, 2020 10-Q ↗	Q4 FY2019 Dec 31, 2019 10-K ↗
Return on Invested Capital (%) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Return on Capital (%) (%)	-0.1% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-0.1% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.0% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.1% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-0.0% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.1% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	-0.1% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.1% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.2% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	—	0.9% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.4% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-0.5% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	2.0% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.5% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	0.9% Weak ↑ Weak Improving Operating profit relative to total assets Optimal: > 10%	0.6% Weak Weak Operating profit relative to total assets Optimal: > 10%	—	0.1% Weak Weak Operating profit relative to total assets Optimal: > 10%	—	—	—	—	—	—
Return on Common Equity (%) (%)	-4.5% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-137%)	-2.0% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-117%)	0.7% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-94%)	1.7% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-86%)	-0.2% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-102%)	3.5% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-71%)	-4.4% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-137%)	2.7% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-77%)	7.8% Caution ↓ Caution Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-35%)	—	29.3% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+144%)	14.1% Fair ↓ Fair Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+17%)	-17.3% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-244%)	71.5% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+496%)	16.5% Good ↓ Good Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+37%)	30.4% Excellent ↑ Excellent Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+153%)	21.2% Excellent Excellent Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+76%)	—	2.0% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-83%)	—	—	—	—	—	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q3 FY2023 Sep 30, 2023 10-Q ↗	Q2 FY2023 Jun 30, 2023 10-Q ↗	Q1 FY2023 Mar 31, 2023 10-Q ↗	Q4 FY2022 Jan 1, 2023 10-K ↗	Q3 FY2022 Sep 30, 2022 10-Q ↗	Q2 FY2022 Jun 30, 2022 10-Q ↗	Q1 FY2022 Mar 31, 2022 10-Q ↗	Q4 FY2021 Jan 1, 2022 10-K ↗	Q3 FY2021 Sep 30, 2021 10-Q ↗	Q2 FY2021 Jun 30, 2021 10-Q ↗	Q1 FY2021 Mar 31, 2021 10-Q ↗	Q4 FY2020 Dec 31, 2020 10-K ↗	Q3 FY2020 Sep 30, 2020 10-Q ↗	Q2 FY2020 Jun 30, 2020 10-Q ↗	Q4 FY2019 Dec 31, 2019 10-K ↗
Debt to Equity (x)	0.21x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-82%)	0.20x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-83%)	0.20x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-83%)	0.20x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-84%)	0.20x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-84%)	0.21x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-83%)	0.19x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-84%)	0.20x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-83%)	0.20x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-83%)	—	0.40x Good ↑ Good Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-67%)	0.30x Good → Good Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-75%)	0.30x Good → Good Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-75%)	0.34x Good ↑ Good Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-72%)	0.29x Excellent ↑ Excellent Improving Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-76%)	0.28x Excellent → Excellent Stable Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-77%)	0.28x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-77%)	—	0.26x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-78%)	—	—	—	—	—	—
Interest Coverage (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Debt (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Debt / EBITDA (x) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

📊 What does each share earn? 8 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q3 FY2023 Sep 30, 2023 10-Q ↗	Q2 FY2023 Jun 30, 2023 10-Q ↗	Q1 FY2023 Mar 31, 2023 10-Q ↗	Q4 FY2022 Jan 1, 2023 10-K ↗	Q3 FY2022 Sep 30, 2022 10-Q ↗	Q2 FY2022 Jun 30, 2022 10-Q ↗	Q1 FY2022 Mar 31, 2022 10-Q ↗	Q4 FY2021 Jan 1, 2022 10-K ↗	Q3 FY2021 Sep 30, 2021 10-Q ↗	Q2 FY2021 Jun 30, 2021 10-Q ↗	Q1 FY2021 Mar 31, 2021 10-Q ↗	Q4 FY2020 Dec 31, 2020 10-K ↗	Q3 FY2020 Sep 30, 2020 10-Q ↗	Q2 FY2020 Jun 30, 2020 10-Q ↗	Q4 FY2019 Dec 31, 2019 10-K ↗
Revenue per Share (USD)	$41.61	—	$20.20	$-6.56	$51.04	—	$28.14	$16.28	$-4.13	—	$31.76	$4.96	$-9.06	—	$47.26	$75.83	$49.81	—	$15.73	$2.46	$58.30	—	$1.20	$-52.50	—
Basic EPS, GAAP (USD)	$-6.24	$-3.00	$0.93	$2.34	$-0.48	$4.45	$-6.37	$3.45	$10.04	$-18.96	$33.66	$14.58	$-18.11	$72.34	$17.38	$33.77	$23.45	$36.35	$2.18	$-5.72	$31.03	$5.01	$-4.28	$-69.98	—
Free Cash Flow per Share (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Dividend per Share (USD)	$0.90	—	$0.80	$0.80	$0.80	—	$0.70	$0.70	$0.70	—	$0.62	$0.62	$0.62	—	$0.55	$0.55	$0.55	—	—	—	—	—	—	—	—
Book Value per Share (USD)	$135.13	$148.94	$149.69	$148.00	$143.31	$133.06	$143.88	$133.21	$132.72	—	$118.40	$105.63	$106.58	$104.56	$107.26	$112.69	$112.29	—	$108.59	—	—	—	—	—	—
Tangible Book Value per Share (USD)	$135.13	$148.94	$149.69	$148.00	$143.31	$133.06	$143.88	$133.21	$132.72	—	$118.40	$105.63	$106.58	$104.56	$107.26	$112.69	$112.29	—	$108.59	—	—	—	—	—	—
Basic Weighted Avg Shares (shares)	69.74M	—	70.08M	71.83M	73.47M	—	75.37M	76.60M	78.06M	—	82.06M	82.60M	82.65M	—	85.10M	85.97M	86.35M	—	94.46M	94.46M	94.46M	—	92.64M	44.43M	—
Dividend Payout Ratio (%)	-14.4% Excellent ↓ Excellent Declining Dividends paid as a percentage of earnings Optimal: 30-60%	—	86.0% Caution ↑ Caution Improving Dividends paid as a percentage of earnings Optimal: 30-60%	34.2% Good Good Dividends paid as a percentage of earnings Optimal: 30-60%	-166.7% Excellent Excellent Dividends paid as a percentage of earnings Optimal: 30-60%	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q3 FY2023 Sep 30, 2023 10-Q ↗	Q2 FY2023 Jun 30, 2023 10-Q ↗	Q1 FY2023 Mar 31, 2023 10-Q ↗	Q4 FY2022 Jan 1, 2023 10-K ↗	Q3 FY2022 Sep 30, 2022 10-Q ↗	Q2 FY2022 Jun 30, 2022 10-Q ↗	Q1 FY2022 Mar 31, 2022 10-Q ↗	Q4 FY2021 Jan 1, 2022 10-K ↗	Q3 FY2021 Sep 30, 2021 10-Q ↗	Q2 FY2021 Jun 30, 2021 10-Q ↗	Q1 FY2021 Mar 31, 2021 10-Q ↗	Q4 FY2020 Dec 31, 2020 10-K ↗	Q3 FY2020 Sep 30, 2020 10-Q ↗	Q2 FY2020 Jun 30, 2020 10-Q ↗	Q4 FY2019 Dec 31, 2019 10-K ↗
Working Capital (USD) N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
LT Debt (USD)	$2.03B	$2.03B	$2.03B	$2.03B	$2.03B	$2.03B	$2.03B	$2.03B	$2.03B	—	$2.63B	$2.63B	$2.63B	$2.63B	$2.63B	$2.63B	$2.64B	—	$1.07B	—	—	—	—	—	—
Total Equity (USD)	$9.50B	$9.95B	$10.23B	$10.35B	$10.30B	$9.76B	$10.70B	$10.08B	$10.17B	—	$9.48B	$8.65B	$8.64B	$8.65B	$8.97B	$9.56B	$9.57B	—	$10.26B	—	—	—	—	—	—

📋 What is driving earnings? 4 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q3 FY2023 Sep 30, 2023 10-Q ↗	Q2 FY2023 Jun 30, 2023 10-Q ↗	Q1 FY2023 Mar 31, 2023 10-Q ↗	Q4 FY2022 Jan 1, 2023 10-K ↗	Q3 FY2022 Sep 30, 2022 10-Q ↗	Q2 FY2022 Jun 30, 2022 10-Q ↗	Q1 FY2022 Mar 31, 2022 10-Q ↗	Q4 FY2021 Jan 1, 2022 10-K ↗	Q3 FY2021 Sep 30, 2021 10-Q ↗	Q2 FY2021 Jun 30, 2021 10-Q ↗	Q1 FY2021 Mar 31, 2021 10-Q ↗	Q4 FY2020 Dec 31, 2020 10-K ↗	Q3 FY2020 Sep 30, 2020 10-Q ↗	Q2 FY2020 Jun 30, 2020 10-Q ↗	Q4 FY2019 Dec 31, 2019 10-K ↗
Sales/Revenue/Turnover (USD)	$2.90B	$1.99B	$1.42B	$-471.00M	$3.75B	$225.00M	$2.12B	$1.25B	$-322.00M	$882.00M	$2.61B	$410.00M	$-749.00M	$9.86B	$4.02B	$6.52B	$4.30B	$6.36B	$1.49B	$232.00M	$5.51B	$940.60M	$111.10M	$-2.33B	—
Depreciation Expense (USD)	—	—	—	—	—	—	—	—	—	—	—	—	—	—	$2.00M	$3.00M	$3.00M	—	$3.60M	$2.00M	$3.00M	—	$2.70M	—	—
Net Income, GAAP (USD)	$-424.00M	$-204.00M	$76.00M	$179.00M	$-24.00M	$345.00M	$-469.00M	$275.00M	$795.00M	$-1.56B	$2.77B	$1.22B	$-1.50B	$6.19B	$1.48B	$2.90B	$2.02B	$3.42B	$206.20M	$-540.00M	$2.93B	$75.20M	$-396.60M	$-3.11B	—
Operating Cash Flow (USD)	$1.04B	$1.62B	$1.37B	$1.17B	$1.59B	$1.52B	—	—	$1.43B	$1.63B	—	—	$1.46B	$5.21B	—	—	$860.00M	$5.68B	—	$804.00M	$1.34B	$1.26B	$1.05B	—	—

🏛️ Sector-Specific 1 metrics

Metric	Q1 FY2026 Mar 31, 2026 10-Q ↗	Q4 FY2025 Dec 31, 2025 10-K ↗	Q3 FY2025 Sep 30, 2025 10-Q ↗	Q2 FY2025 Jun 30, 2025 10-Q ↗	Q1 FY2025 Mar 31, 2025 10-Q ↗	Q4 FY2024 Dec 31, 2024 10-K ↗	Q3 FY2024 Sep 30, 2024 10-Q ↗	Q2 FY2024 Jun 30, 2024 10-Q ↗	Q1 FY2024 Mar 31, 2024 10-Q ↗	Q4 FY2023 Dec 31, 2023 10-K ↗	Q3 FY2023 Sep 30, 2023 10-Q ↗	Q2 FY2023 Jun 30, 2023 10-Q ↗	Q1 FY2023 Mar 31, 2023 10-Q ↗	Q4 FY2022 Jan 1, 2023 10-K ↗	Q3 FY2022 Sep 30, 2022 10-Q ↗	Q2 FY2022 Jun 30, 2022 10-Q ↗	Q1 FY2022 Mar 31, 2022 10-Q ↗	Q4 FY2021 Jan 1, 2022 10-K ↗	Q3 FY2021 Sep 30, 2021 10-Q ↗	Q2 FY2021 Jun 30, 2021 10-Q ↗	Q1 FY2021 Mar 31, 2021 10-Q ↗	Q4 FY2020 Dec 31, 2020 10-K ↗	Q3 FY2020 Sep 30, 2020 10-Q ↗	Q2 FY2020 Jun 30, 2020 10-Q ↗	Q4 FY2019 Dec 31, 2019 10-K ↗
Premiums Earned (USD)	$28.00M	—	$31.00M	$40.00M	$40.00M	—	$31.00M	$37.00M	$38.00M	—	$32.00M	$52.00M	$25.00M	—	$36.00M	$32.00M	$34.00M	—	$35.10M	$31.00M	$34.00M	—	$46.50M	$20.90M	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 7 years · 25 quarters

Jackson Financial Inc.

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