Jackson Financial Inc. (JXN-PA) Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. It operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements backed by commercial paper; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. The company also provides investment management services. It sells its products through a distribution network that includes independent broker-dealers, wirehouses, regional broker-dealers, banks, independent registered investment advisors, third-party platforms, and insurance agents. The company was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. Jackson Financial Inc. was incorporated in 2006 and is headquartered in Lansing, Michigan.
Sector: Life Insurance
Industry: Insurance - Life
Press Release ● Major ⚠ 2
Jackson Announces Outstanding Third Quarter 2026 Results
Jackson Financial reported Q3 2026 net income of $847 million ($12.37 per diluted share) versus $65 million a year ago, with adjusted operating earnings of $517 million or $7.55 per share, up from $6.16.
Record retail annuity sales reached $6.5 billion, up 22% YoY, led by RILA sales of $3.0 billion (+44%) and FA/FIA sales up 79%. Net income was flattered by a $337 million gain on reinsured business.
The company returned $291 million to shareholders, generated $281 million of free capital, and the board approved a $1 billion increase to the buyback authorization. JNL's RBC ratio stands at an estimated 524% with holding company liquidity of nearly $1.4 billion.
• 5d ago AI analysis › Press Release
Jackson Announces Fourth Quarter 2026 Common and Preferred Stock Dividends and $1 Billion Increase to Common Share Repurchase Authorization
Jackson Financial declared a $0.90 per share Q4 2026 common dividend, payable December 17 to holders of record December 3.
The board also authorized a $1 billion increase to the share repurchase program, which had roughly $353 million remaining as of September 30.
The Series A preferred dividend of $0.50 per depositary share was declared alongside; the enlarged buyback capacity of roughly $1.35 billion signals continued capital-return focus.
• 5d ago AI analysis › Press Release
Jackson Announces New Annuity Offering for AARP Members
Jackson announced the AARP Annuity Program from Jackson, an exclusive annuity offering created for AARP members via its main operating subsidiary, Jackson National Life Insurance Company.
The initial launch is expected November 16, 2026 in 10 states, with broader availability targeted in the first half of 2027.
The program advances Jackson's growth and diversification strategy by expanding consumer access to its annuities among AARP members not yet working with a financial professional.
• 6d ago AI analysis › Press Release
Jackson Hosts Legal & Compliance Executive Council to Strengthen Industry Collaboration
Jackson National Life, the main operating subsidiary of Jackson Financial (NYSE: JXN), hosted its Legal & Compliance Executive Council with counterparts from nearly 20 distribution partner firms.
The two-day forum covered annuity supervision, best-interest practices, regulatory developments, and retirement industry trends, with no new business announcements or financial disclosures.
The release is relationship-building PR reinforcing Jackson's positioning with distribution partners; no material impact on the company expected.
• 10d ago AI analysis › Press Release ● Major ⚠ 4
QVT Issues Second Report on Jackson Financial (JXN) Subsidiary Brooke Life Reinsurance Co. Underscoring Near-Term Liquidity Challenges
QVT Financial LP, which holds short positions in JXN debt and equity, issued a second critical report alleging near-term liquidity and solvency challenges at Jackson Financial's subsidiary Brooke Life Reinsurance Co.
The report also raises a new claim that JXN's adjusted operating earnings may be significantly overstated due to understatement of RILA option costs, estimating the relevant interest at 0.5-0.6% annually versus what market option pricing would imply.
QVT poses a series of detailed accounting and actuarial questions for JXN management ahead of its Q3 2026 earnings call on November 4, including capital held against Brooke Re receivables and lapse/withdrawal assumption accuracy.
• 11d ago AI analysis › Press Release
Jackson Launches Suite of Fixed Index Annuities Focused on Accumulation
Jackson launched the Jackson Fixed Index Accumulation suite, fixed index annuities offering 5- and 7-year options in commission-based and fee-based (Advisory) versions, plus a directly distributed 10-year Jackson Protection Advantage contract.
The products offer five index options (S&P 500, Dow Jones Industrial Average, Nasdaq-100, Russell 2000, MSCI EAFE) across four crediting methods, guaranteed cap and performance trigger rates, an embedded guaranteed minimum accumulation benefit, and a new $500,000+ premium crediting band.
Jackson also refreshed its single premium immediate annuity with additional joint continuation, installment refund, and increasing payment options. The launches support the company's accumulation-focused retail annuity strategy but no financial impact figures were disclosed.
• 13d ago AI analysis › Press Release
Don Templin Elected to Jackson’s Board of Directors
Jackson Financial's board elected Donald C. (Don) Templin as a new independent director, with appointments to the Audit and Compensation committees.
Templin is the former CFO of Voya Financial and Marathon Petroleum and spent 26 years at PricewaterhouseCoopers, culminating as Managing Partner of the Audit Practice in Georgia, Alabama and Tennessee.
The addition brings deep audit and insurance-industry experience to board oversight but represents routine governance news with no financial impact.
• 25d ago AI analysis › Press Release
Jackson to Report Third Quarter 2026 Financial Results on November 3
Jackson Financial (NYSE: JXN) will release third quarter 2026 financial results after market close on Tuesday, November 3, 2026.
A conference call and webcast to discuss the results is scheduled for 10 a.m. ET on Wednesday, November 4, 2026, accessible at investors.jackson.com.
This is a scheduling notice only and contains no financial results or guidance.
• 1mo ago AI analysis › Press Release
Jackson Names Dean Hosfield Chief Information Officer
Jackson named Dean Hosfield Senior Vice President and Chief Information Officer of Jackson National Life, effective October 5.
Hosfield spent 17 years earlier in his career at Jackson and most recently served as COO of Knighthead Life, with prior tenures at AIG and Fortitude Re.
He will report to EVP Laura Hanson and lead technology modernization efforts supporting the annuity business; this is a routine leadership appointment with no change to financial guidance.
• 1mo ago AI analysis › Press Release ● Major ⚠ 5
QVT Financial LP Issues Report Highlighting Significant Liquidity and Solvency Challenges Facing Key Jackson Financial (JXN) Subsidiary Brooke Life Reinsurance Co.
QVT Financial LP, a multi-strategy investment firm, published a report alleging that Brooke Life Reinsurance Co., Jackson Financial's captive reinsurer, faces significant liquidity and solvency challenges.
The report contends that Jackson National Life, JXN's regulated life insurance subsidiary, has enormous exposure to Brooke Re and that Jackson's pace of capital returns is likely unsustainable.
QVT disclosed in the release that its funds hold short positions in JXN debt and equity and may change or exit those positions at any time; the allegations reflect QVT's own analysis and have not been verified or addressed by Jackson Financial in this release.
• 1mo ago AI analysis › Press Release
Jackson Wins Datos Insights Insurance Technology Impact Award
Jackson National Life Insurance Company, the main operating subsidiary of Jackson Financial Inc. (NYSE: JXN), won a 2026 Insurance Technology Impact Award from Datos Insights for its financial professional website.
The company credits the redesigned site, launched in July 2025, with driving engagement among financial professionals and supporting growth in product sales, digital interactions and web-based tool utilization.
The Datos Insights awards are peer-juried by insurer CIOs and were announced September 14; the release contains no financial figures or guidance, making this a brand-recognition event rather than a market-moving disclosure.
• 1mo ago AI analysis › Press Release
Perk Brings Its Spend Platform to U.S.: NYSE Content Update
The NYSE published its routine pre-market floor advisory for Sept. 15, 2026, headlined by spend-management firm Perk announcing a U.S. expansion after launching Perk Spend in Europe, where up to 40% of new deals combine Travel and Spend.
ServiceNow President Amit Zavery is also set to appear on NYSE Live to discuss the company's AI Control Tower, Context Engine, and Shift Zero solutions as enterprise AI agents shift from answering questions to taking action.
Macro color includes the U.S. 10-Year Treasury yield surpassing 5% -- the highest since 2007 -- as the Fed began a two-day meeting, with ICE Brent Crude trading at $106 a barrel amid the Middle East conflict.
Bell ceremonies feature Ingram Micro marking its 2026 Capital Markets Day at the open and Jackson Financial celebrating five years on the NYSE at the close; none of the content constitutes material news for FILER Intercontinental Exchange.
• 1mo ago AI analysis › Press Release ● Critical
Jackson Announces Record Second Quarter 2026 Results
Jackson Financial reported record second-quarter earnings with GAAP EPS of $9.16, up from $2.34 a year ago, and Adjusted EPS reaching a record $7.30.
Retail annuity sales jumped 34% to $5.9 billion, driven by a 69% surge in registered index-linked annuity sales and strong demand for fixed index annuities.
The company returned $290 million to shareholders through buybacks and dividends, while its operating subsidiary maintained a robust risk-based capital ratio of 538%.
• 3mo ago AI analysis › Press Release
Jackson Announces Third Quarter 2026 Common and Preferred Stock Dividends
Jackson Financial Inc. declared a third quarter 2026 common stock dividend of $0.90 per share, payable on September 24, 2026, to shareholders of record on September 15, 2026.
The company also declared a cash dividend of $0.50 per depositary share for its Fixed-Rate Reset Noncumulative Perpetual Preferred Stock, Series A, payable on September 30, 2026, to holders of record on September 15, 2026.
• 3mo ago AI analysis › Press Release ● Major
Jackson Announces CEO Retirement and Executive Leadership Succession Plan
Laura Prieskorn will retire as President and CEO of Jackson Financial Inc. at the end of 2026, with current CFO Don Cummings set to succeed her effective October 1, 2026.
Brian Walta will step into the role of Executive Vice President and CFO on October 1, 2026, succeeding Cummings.
Prieskorn will serve as an advisor through December 31, 2026 to ensure a smooth transition, while Cummings will also join the Board of Directors.
• 3mo ago AI analysis › Press Release
Update: Jackson to Report Second Quarter 2026 Financial Results on August 3
Jackson Financial announced it will report its second quarter 2026 financial results after the market closes on Monday, August 3, 2026.
The company will host a conference call and webcast to discuss the results at 10 a.m. ET on Tuesday, August 4, 2026.
Supplemental financial materials will be available on the investor relations website prior to the call.
• 3mo ago AI analysis › Press Release
Jackson to Report Second Quarter 2026 Financial Results on August 4
Jackson Financial Inc. announced it will report its second quarter 2026 financial results after the market closes on Tuesday, August 4, 2026.
The company will host a conference call and webcast to discuss the results at 10 a.m. ET on Wednesday, August 5, 2026.
Press releases and supplemental financial materials will be available on the company's investor relations website.
• 3mo ago AI analysis › Press Release
Jackson Named InvestmentNews 2026 Annuities Provider of the Year
businesswire.com • 4mo ago Press Release
Jackson Grants More Than $675,000 to Support Nonprofits Serving Lansing, Nashville and Chicago
Jackson Financial Inc. awarded more than $675,000 in grants to 33 nonprofits located in Lansing, Nashville, and Chicago to support food, health, and housing programs.
Specific allocations include $30,000 to the Allen Neighborhood Center, $25,000 to The Store, and $20,000 to Nourishing Hope to address local food insecurity and aid homebound individuals.
This initiative is part of the company’s broader corporate philanthropy efforts, which have contributed over $96 million to nonprofits since 2007.
• 4mo ago AI analysis › Press Release
Jackson Introduces Dow Jones Industrial Average Index Option, Flexible Premiums, Six-Year Rate Guarantee in Latest Registered Index-Linked Annuity Launch
Jackson Financial launched Jackson Market Link Pro 4 and Advisory 4, adding the Dow Jones Industrial Average as a new index option for its registered index-linked annuities.
The new products feature flexible premiums allowing additional funds without new applications, and a guaranteed cap crediting method that locks rates for six premium years.
Jackson also enhanced its traditional variable annuity suite with increased guaranteed withdrawal rates across multiple living benefit options.
• 5mo ago AI analysis › Press Release ● Major ⚠ 1
Jackson Announces Strong First Quarter 2026 Results
Jackson Financial reported strong first quarter 2026 results with retail annuity sales increasing 31% year-over-year to $5.3 billion, driven by significant growth in RILA and fixed index annuity sales.
Adjusted operating earnings were $361 million, or $5.15 per diluted share, while free cash flow reached $288 million supported by a 35% increase in distributions from the operating company.
The company returned $257 million to common shareholders through $192 million of share repurchases and $65 million in dividends, maintaining a robust capital position with total adjusted capital of $5.5 billion.
• 6mo ago AI analysis › Press Release
Jackson Announces Second Quarter 2026 Common and Preferred Stock Dividends
Jackson Financial Inc. declared a second quarter 2026 cash dividend of $0.90 per share on its common stock.
The Board of Directors also declared a cash dividend of $0.50 per depositary share on its Fixed-Rate Reset Noncumulative Perpetual Preferred Stock, Series A.
The dividends are payable on June 25 and June 30, 2026, respectively, to shareholders of record at the close of business on June 11, 2026.
• 6mo ago AI analysis › 11 law-firm class-action alerts