Jackson Financial Inc.
JXNNYSEFinancials · Life Insurance · DE · SEC filings ↗ · Compare ⊕
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SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $6.68B | $3.27B | $3.08B | $9.85B | $6.36B | $3.55B |
| Operating income | — | — | — | — | — | — |
| Net income | $27.0M | $946.0M | $934.0M | $6.19B | $3.42B | −$1.63B |
| Total assets | $352.59B | $338.45B | $330.25B | $314.98B | $355.51B | $353.46B |
| Total liabilities | $342.24B | $328.47B | $319.92B | $305.61B | $348.58B | $343.53B |
| Equity | $9.95B | $9.76B | $10.17B | $8.65B | $10.39B | $9.43B |
| EPS (diluted) | $-0.24 | $11.74 | $10.76 | $69.75 | $36.17 | $-24.14 |
| Shares out. | 72.6M | 77.4M | 82.3M | 87.4M | 88.7M | 94.5M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- —
- Net margin
- 0.4%
- Return on equity
- 0.3%
- Return on assets
- 0.0%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 97.1%
- Debt / equity
- 34.39×
- Book value / share
- $137.01
- Revenue growth (YoY)
- 104.3%
- Net income growth (YoY)
- −97.1%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −1.6%clean
- Piotroski F-Score
- 5/7mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 warning● 3 good- High leverage (liabilities > 70% of assets)
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Vanguard Capital Management LlcPassive (13G)Apr 30, 2026
- Vanguard Portfolio Management LlcPassive (13G)Apr 29, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
- Tpg Gp A, LlcPassive (13G)Feb 13, 2026
- First Trust Portfolios LpPassive (13G)Apr 28, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 4.0M | 5.9 | +15.7% |
| Apr 30, 2026 | 3.4M | 6.9 | +11.3% |
| Apr 15, 2026 | 3.1M | 5.5 | +6.0% |
| Mar 31, 2026 | 2.9M | 4.6 | -0.0% |
| Mar 13, 2026 | 2.9M | 4.2 | -10.8% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Shareholder voteMay 26, 2026
- Regulation FD disclosureMay 5, 2026
- Results of operationsMay 5, 2026
- Director / officer change · Regulation FD disclosureApr 9, 2026
- Other material eventMar 27, 2026
- New financial obligationMar 19, 2026
- Regulation FD disclosureFeb 18, 2026
- Results of operationsFeb 18, 2026
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 8-KFORM 8-KMay 26, 2026
- 13F-NTMay 12, 2026
- 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMay 12, 2026
- 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMay 12, 2026
- 10-QMay 5, 2026
- 8-KFORM 8-KMay 5, 2026
- 8-KMay 5, 2026
- SCHEDULE 13GApr 30, 2026
- SCHEDULE 13GApr 29, 2026
- 8-KFORM 8-KApr 9, 2026
- ARSApr 7, 2026
- DEFA14AApr 7, 2026
- DEF 14AApr 7, 2026
- 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMar 30, 2026
- 4STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIESMar 30, 2026
Corporate family
Spun off from PrudentialPUK · Sep 13, 2021
From the spin-off filings we track. Follow a company to walk its own history.