Jackson Financial Statements From 2010 to 2025

JXN Stock  USD 82.05  1.31  1.57%   
Jackson Financial financial statements provide useful quarterly and yearly information to potential Jackson Financial investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Jackson Financial financial statements helps investors assess Jackson Financial's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Jackson Financial's valuation are summarized below:
Gross Profit
218 M
Profit Margin
0.2824
Market Capitalization
B
Enterprise Value Revenue
2.8167
Revenue
3.4 B
We have found one hundred twenty available fundamental trends for Jackson Financial, which can be analyzed and compared to other ratios and to its competitors. Self-guided Investors are advised to confirm Jackson Financial's regular fundamentals against the trend between 2010 and 2025 to make sure the company can sustain itself down the road. As of the 18th of March 2025, Market Cap is likely to grow to about 7 B. Also, Enterprise Value is likely to grow to about 5.2 B

Jackson Financial Total Revenue

5.55 Billion

Check Jackson Financial financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jackson Financial's main balance sheet or income statement drivers, such as Tax Provision of 43.7 M, Interest Income of 83.2 M or Interest Expense of 96 M, as well as many indicators such as Price To Sales Ratio of 2.14, Dividend Yield of 0.0363 or PTB Ratio of 0.72. Jackson financial statements analysis is a perfect complement when working with Jackson Financial Valuation or Volatility modules.
  
Check out the analysis of Jackson Financial Correlation against competitors.
To learn how to invest in Jackson Stock, please use our How to Invest in Jackson Financial guide.

Jackson Financial Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets338.4 B338.4 B283.4 B
Slightly volatile
Short and Long Term Debt Total1.9 BB4.7 B
Slightly volatile
Total Stockholder Equity9.4 B9.8 BB
Slightly volatile
Cash3.1 B3.8 B2.3 B
Slightly volatile
Long Term Debt4.2 B4.4 B4.9 B
Slightly volatile
Common Stock Shares Outstanding72 M77.1 M90.6 M
Slightly volatile
Long Term Debt Total33.4 B31.8 B9.9 B
Slightly volatile
Liabilities And Stockholders Equity338.4 B338.4 B283.4 B
Slightly volatile
Total Liabilities249.4 B328.5 B229.7 B
Very volatile
Cash And Equivalents2.9 B4.9 B2.5 B
Slightly volatile
Other Liabilities315.8 B309.5 B268.6 B
Slightly volatile
Net Tangible Assets9.4 B9.7 B8.1 B
Slightly volatile
Accounts Payable20.2 B19.3 B11.7 B
Slightly volatile
Capital Surpluse5.8 BB5.4 B
Slightly volatile
Other Current Assets4.4 B5.6 B7.6 B
Slightly volatile
Deferred Long Term Liabilities3.4 M3.6 M381.6 M
Slightly volatile
Total Current Assets44.4 B44.1 B33.9 B
Slightly volatile
Property Plant And Equipment Net26.3 M21.6 M39.4 M
Slightly volatile
Non Current Assets Total19.7 B20.7 B82 B
Pretty Stable
Cash And Short Term Investments35.7 B44.1 B52.2 B
Slightly volatile
Net Receivables28.2 B22 B16.1 B
Slightly volatile
Short Term Investments33.8 B40.3 B50.1 B
Slightly volatile
Non Current Liabilities Total219.3 B311.7 B90 B
Slightly volatile
Net Invested Capital13.3 B13.6 B10.7 B
Slightly volatile
Long Term Investments46.3 B43.5 B57.7 B
Slightly volatile
Intangible Assets10.6 B11.1 B12.5 B
Pretty Stable
Property Plant Equipment28.1 M23.4 M39.7 M
Slightly volatile
Non Current Liabilities Other238.6 B245.3 B284.3 B
Slightly volatile
Net Working Capital34.3 B38.6 B42.1 B
Slightly volatile
Noncontrolling Interest In Consolidated Entity776.6 M841.8 M702.6 M
Slightly volatile
Common Stock Total Equity800 K900 K981.2 K
Slightly volatile
Retained Earnings Total Equity6.1 B9.5 B4.1 B
Slightly volatile
Good Will209.7 B235.9 B257.2 B
Slightly volatile

Jackson Financial Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Interest Income83.2 M129.9 M72.9 M
Slightly volatile
Selling General Administrative1.2 B1.1 B1.5 B
Pretty Stable
Total Revenue5.6 B3.3 B6.1 B
Pretty Stable
Other Operating Expenses4.1 B3.1 B3.9 B
Slightly volatile
Gross Profit4.6 B3.3 B9.7 B
Slightly volatile
Reconciled Depreciation12 M12.7 M11 M
Slightly volatile
Cost Of Revenue2.2 B2.3 B3.4 B
Slightly volatile
Selling And Marketing Expenses1.2 B1.4 B1.5 B
Slightly volatile

Jackson Financial Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Stock Based Compensation115.1 M191 M105.6 M
Pretty Stable
Free Cash Flow5.7 B5.8 B5.3 B
Very volatile
Begin Period Cash Flow2.9 B2.7 B2.2 B
Slightly volatile
Dividends Paid470.2 M255 M585.8 M
Pretty Stable
Total Cash From Operating Activities5.7 B5.8 B5.3 B
Very volatile
End Period Cash Flow3.2 B3.8 B2.7 B
Slightly volatile
Cash And Cash Equivalents Changes1.3 B1.9 B866.2 M
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio2.142.03920.7152
Slightly volatile
Dividend Yield0.03630.03820.1426
Slightly volatile
PTB Ratio0.720.68320.4283
Slightly volatile
Days Sales Outstanding8871.2 KK
Slightly volatile
Book Value Per Share124130541
Pretty Stable
Free Cash Flow Yield1.640.86851.6297
Slightly volatile
Operating Cash Flow Per Share47.0275.627156.9242
Pretty Stable
Stock Based Compensation To Revenue0.0320.03050.0182
Slightly volatile
PB Ratio0.720.68320.4283
Slightly volatile
Free Cash Flow Per Share47.0275.627156.9242
Pretty Stable
Payables Turnover0.07630.09530.0876
Slightly volatile
Sales General And Administrative To Revenue0.360.34240.1445
Slightly volatile
Cash Per Share356575238
Slightly volatile
POCF Ratio1.211.15140.6763
Slightly volatile
PFCF Ratio1.211.15140.6763
Slightly volatile
Days Payables Outstanding4.3 KK4.2 K
Slightly volatile
Intangibles To Total Assets0.04410.04280.041
Very volatile
Current Ratio2.873.0319.8583
Slightly volatile
Receivables Turnover0.370.310.371
Slightly volatile
Graham Number281184234
Slightly volatile
Shareholders Equity Per Share82.1412789.6088
Slightly volatile
Debt To Equity0.210.20830.1509
Slightly volatile
Revenue Per Share40.5742.702671.4736
Very volatile
Interest Debt Per Share24.3627.872217.0566
Slightly volatile
Debt To Assets0.00580.0060.0042
Slightly volatile
Price Book Value Ratio0.720.68320.4283
Slightly volatile
Days Of Payables Outstanding4.3 KK4.2 K
Slightly volatile
Price To Operating Cash Flows Ratio1.211.15140.6763
Slightly volatile
Price To Free Cash Flows Ratio1.211.15140.6763
Slightly volatile
Effective Tax Rate0.04280.0450.3265
Slightly volatile
Company Equity Multiplier40.2134.66335.8556
Slightly volatile
Long Term Debt To Capitalization0.170.17240.1216
Slightly volatile
Total Debt To Capitalization0.150.17240.1155
Slightly volatile
Debt Equity Ratio0.210.20830.1509
Slightly volatile
Quick Ratio2.873.0319.9042
Slightly volatile
Dividend Paid And Capex Coverage Ratio24.5522.717626.0133
Slightly volatile
Net Income Per E B T0.610.88260.6268
Slightly volatile
Cash Ratio0.250.2618.509
Slightly volatile
Operating Cash Flow Sales Ratio1.861.7710.964
Slightly volatile
Days Of Sales Outstanding8871.2 KK
Slightly volatile
Cash Flow Coverage Ratios2.712.848111.3414
Slightly volatile
Price To Book Ratio0.720.68320.4283
Slightly volatile
Fixed Asset Turnover180118131
Slightly volatile
Price Cash Flow Ratio1.211.15140.6763
Slightly volatile
Debt Ratio0.00580.0060.0042
Slightly volatile
Cash Flow To Debt Ratio2.712.848111.3414
Slightly volatile
Price Sales Ratio2.142.03920.7152
Slightly volatile
Asset Turnover0.00920.00970.0373
Slightly volatile
Gross Profit Margin0.210.220.5458
Slightly volatile
Price Fair Value0.720.68320.4283
Slightly volatile

Jackson Financial Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Market CapB6.7 B3.6 B
Slightly volatile

Jackson Fundamental Market Drivers

Cash And Short Term Investments44.1 B

Jackson Upcoming Events

21st of February 2024
Upcoming Quarterly Report
View
14th of May 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
21st of February 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

About Jackson Financial Financial Statements

Jackson Financial investors utilize fundamental indicators, such as revenue or net income, to predict how Jackson Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Last ReportedProjected for Next Year
Current Deferred Revenue442.8 M464.9 M
Total Revenue3.3 B5.6 B
Cost Of Revenue2.3 B2.2 B
Stock Based Compensation To Revenue 0.03  0.03 
Sales General And Administrative To Revenue 0.34  0.36 
Revenue Per Share 42.70  40.57 
Ebit Per Revenue 0.31  0.24 

Pair Trading with Jackson Financial

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jackson Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jackson Financial will appreciate offsetting losses from the drop in the long position's value.

Moving against Jackson Stock

  0.58TW Tradeweb Markets Normal TradingPairCorr
  0.41LU Lufax HoldingPairCorr
  0.34DX Dynex CapitalPairCorr
  0.33DB Deutsche Bank AGPairCorr
The ability to find closely correlated positions to Jackson Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jackson Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Jackson Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Jackson Financial to buy it.
The correlation of Jackson Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Jackson Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jackson Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Jackson Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Jackson Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Jackson Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Jackson Financial Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Jackson Financial Stock:
Check out the analysis of Jackson Financial Correlation against competitors.
To learn how to invest in Jackson Stock, please use our How to Invest in Jackson Financial guide.
You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
Is Diversified Financial Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Jackson Financial. If investors know Jackson will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Jackson Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.76)
Dividend Share
2.8
Earnings Share
11.74
Revenue Per Share
44.05
Quarterly Revenue Growth
(0.72)
The market value of Jackson Financial is measured differently than its book value, which is the value of Jackson that is recorded on the company's balance sheet. Investors also form their own opinion of Jackson Financial's value that differs from its market value or its book value, called intrinsic value, which is Jackson Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Jackson Financial's market value can be influenced by many factors that don't directly affect Jackson Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Jackson Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jackson Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jackson Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.