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 Christopher Raub reported a routine tax-withholding transaction related to restricted share units. On May 9, 2026, 366.76 shares of common stock were withheld at $109.64 per share to satisfy his tax obligation upon vesting of the first tranche of RSUs granted on May 9, 2025. The RSUs convert 1:1 into common stock, and net shares were distributed to him after withholding, with any fractional share also applied to cover taxes. Following this non‑market transaction, he directly holds 46,909.50 common shares.
Jackson Financial Inc. executive Savvas Steve Panagiotis Binioris reported a tax-related share disposition. On the vesting of the first tranche of his May 9, 2025 restricted share units, 103.84 shares of common stock were withheld at $109.64 per share to satisfy tax obligations.
The RSUs convert 1:1 into common stock, with net shares delivered after withholding and any fractional share applied to taxes. Following this routine compensation-related withholding, he directly holds 36,785.48 shares of Jackson Financial common stock.
Jackson Financial Inc. reported first-quarter 2026 results showing a GAAP net loss attributable to common shareholders of $435 million, or $(6.24) per diluted share, compared with a loss of $35 million a year earlier. Total revenues were $2,902 million, down from $3,750 million, driven largely by lower net gains on derivatives and investments and lower funds-withheld results.
Total benefits and expenses rose to $3,302 million, mainly reflecting higher market risk benefit losses. Pretax adjusted operating earnings, the company’s key non-GAAP measure, were $430 million, slightly below $442 million in the prior-year quarter, as Retail Annuities remained the main earnings contributor. Comprehensive income swung to a loss of $682 million from income of $779 million, as unrealized losses on securities outweighed positive non‑performance risk adjustments.
Jackson ended March 31, 2026 with total assets of $339.5 billion and total shareholders’ equity of $9.5 billion. The quarter also included closing of a long-term strategic partnership with TPG, under which TPG acquired a $500 million equity stake in Jackson Financial and issued $150 million of its own common shares to a Jackson subsidiary, aligning the firms around expanding spread-based product sales and private credit capabilities.
Jackson Financial Inc. reported first-quarter 2026 results showing a GAAP net loss attributable to common shareholders of $435 million, or $(6.24) per diluted share, compared with a loss of $35 million a year earlier. Total revenues were $2,902 million, down from $3,750 million, driven largely by lower net gains on derivatives and investments and lower funds-withheld results.
Total benefits and expenses rose to $3,302 million, mainly reflecting higher market risk benefit losses. Pretax adjusted operating earnings, the company’s key non-GAAP measure, were $430 million, slightly below $442 million in the prior-year quarter, as Retail Annuities remained the main earnings contributor. Comprehensive income swung to a loss of $682 million from income of $779 million, as unrealized losses on securities outweighed positive non‑performance risk adjustments.
Jackson ended March 31, 2026 with total assets of $339.5 billion and total shareholders’ equity of $9.5 billion. The quarter also included closing of a long-term strategic partnership with TPG, under which TPG acquired a $500 million equity stake in Jackson Financial and issued $150 million of its own common shares to a Jackson subsidiary, aligning the firms around expanding spread-based product sales and private credit capabilities.
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 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. 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 ownership disclosure: Vanguard Capital Management reports beneficial ownership of 3,693,035 shares of Common Stock, representing 5.22% of the class as reported for the period ending 03/31/2026. The filing lists 538,822 shares as sole voting power.
The report states Vanguard exercises sole dispositive power over the shares and that the holdings include securities held for Vanguard funds and managed accounts. The filing is signed on 04/30/2026.
Jackson Financial Inc Schedule 13G: Vanguard Portfolio Management reports beneficial ownership of 5,506,172 shares of Common Stock, representing 7.79% of the class as of 03/31/2026. The filing shows sole dispositive power over 5,506,172 shares and sole voting power for 42,428 shares.
The disclosure notes holdings include securities in Vanguard funds and client accounts for which Vanguard exercises dispositive authority; no single other person holds more than 5% of the class per the filing.
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. is asking shareholders to elect nine directors, ratify KPMG as auditor, and approve an advisory vote on executive pay at its May 21, 2026 annual meeting. The company highlights 2025 retail annuity sales of $19.7 billion, up 10% from 2024, and more than $1 billion in free capital generation. Free cash flow grew over 9% after capitalizing captive reinsurer Hickory Brooke Re, and nearly 30% excluding that impact. Jackson returned $862 million to common shareholders in 2025, including $634 million in share repurchases, and has returned $2.7 billion since becoming public, reducing shares outstanding by nearly 28%. The quarterly dividend was raised to $0.90 per share in February 2026, a 12.5% increase year over year. The proxy emphasizes an independent board, strong risk oversight, active shareholder engagement, and pay-for-performance compensation programs.