{"filings":[{"id":2024837,"accession_number":"0001104659-26-089809","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-08-03T20:22:10+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial Q2 2026: record Non-GAAP EPS $7.30, GAAP EPS $9.16, retail annuity sales up 34% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $644M ($9.16 diluted EPS); Non-GAAP adjusted operating earnings $513M ($7.30 diluted EPS), both record levels.","Retail annuity sales grew 34% YoY to $5.9B; spread-based products represented 54% of total retail sales.","Free cash flow of $287M in Q2; capital return of $290M including dividends and share repurchases.","Holding company liquidity $1.4B; 2026 capital return target reaffirmed at $900M-$1.1B.","PPM America AUM reached $100B, up from $94B at end of 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2024717,"accession_number":"0001822993-26-000123","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-08-03T20:19:13+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Financial Q2 2026 net income $644M ($9.16 EPS); record annuity sales $5.9B, up 34% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $644M ($9.16 diluted EPS) vs $168M ($2.34) in Q2 2025; adjusted operating earnings $513M ($7.30) vs $350M ($4.87).","Retail annuity sales $5.9B, up 34% YoY; record RILA sales $2.3B, up 69% YoY.","Free cash flow $287M; returned $290M to shareholders via $227M buybacks and $63M dividends.","Total adjusted capital $5.8B; RBC ratio 538%; holding company cash $1.4B above $325M minimum liquidity buffer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1803676,"accession_number":"0001104659-26-085839","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-07-22T20:37:04+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Jackson Financial CEO Laura Prieskorn to retire; Don Cummings named CEO, Brian Walta CFO effective Oct 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Laura Prieskorn to retire as CEO and director effective Sept 30, 2026; will serve as advisor through Dec 31, 2026.","Don Cummings, current EVP and CFO, appointed CEO and President and to board, effective Oct 1, 2026.","Brian Walta, current SVP Planning and ALM, appointed EVP and CFO, effective Oct 1, 2026.","Cummings compensation: $1.05M base salary, 200% target bonus, $7.85M LTI award; Walta: $600K base, 150% target bonus, $1.9M LTI.","Prieskorn to continue receiving current base salary as advisor; bonus prorated through Sept 30."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1390316,"accession_number":"0001104659-26-079925","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-07-01T21:23:01+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Jackson Financial enters $1.25B revolving credit facility replacing $1B 2023 facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $1.25B revolving credit agreement dated June 30, 2026; $500M sub-limit for letters of credit.","Facility matures June 30, 2031 with two one-year extension options; replaces $1B 2023 facility due Feb 2028.","Interest: Term SOFR + 1.125%-1.875% or Base Rate + 0.125%-0.875% based on credit ratings.","Financial maintenance covenants: min adjusted net worth ≥65% of Mar 31, 2026 level plus 50% of equity issuances; max debt-to-capital ≤35%.","Proceeds for working capital and general corporate purposes; accordion feature to increase commitments by up to $500M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1276876,"accession_number":"0001104659-26-077762","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-06-25T20:11:50+00:00","items":["5.02","9.01"],"status":"ready","headline":"Gregory T. Durant resigns from Jackson Financial Board for health reasons; Kandarian named Audit Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gregory T. Durant resigned from the Board effective June 22, 2026 due to health reasons; no disagreement involved.","Durant served as Audit Committee Chair and a member of the Compensation Committee.","Steven A. Kandarian, Board Chair, appointed to replace Durant as Audit Committee Chair."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1056876,"accession_number":"0001104659-26-074038","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-06-15T20:16:06+00:00","items":["2.03","9.01"],"status":"ready","headline":"Jackson Financial issues $750M 6.150% Senior Notes due 2037","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$750M 6.150% Senior Notes due 2037 issued; interest payable semi-annually Jan 15/Jul 15.","Net proceeds for general corporate purposes; may repay $400M 5.170% notes due 2027 and/or $250M surplus notes due 2027.","Notes unsecured; redeemable at par after Oct 15, 2036; make-whole at Treasury+25bps prior.","Underwriters include Deutsche Bank, BNP Paribas, J.P. Morgan, SC America."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":668516,"accession_number":"0001104659-26-066299","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-05-26T20:30:28+00:00","items":["5.07","9.01"],"status":"ready","headline":"Jackson Financial shareholders elect all director nominees, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders elected all 9 director nominees for one-year terms; votes ranged from ~54.6M to ~55.3M for each.","Ratified KPMG as independent auditor for fiscal year ending Dec 31, 2026 with 60.8M for and 1.8M against.","Non-binding advisory vote on executive compensation approved: 54.3M for, 1.0M against, and 6.96M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95848,"accession_number":"0001822993-26-000071","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Financial posts Q1 adj. operating earnings $361M ($5.15/share), GAAP net loss $435M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to common shareholders of $435M ($6.24 diluted share loss), compared to $35M loss in Q1 2025.","Adjusted operating earnings of $361M ($5.15/diluted share) vs $376M ($5.10) in prior year.","Retail annuity sales $5.3B, up 31% YoY; RILA sales $2.0B (+68%), FIA sales $756M (+335%).","Returned $257M to shareholders via $192M buybacks and $65M dividends; free cash flow $288M.","Holding company cash ~$650M, above $250M liquidity buffer; operating RBC ratio estimated 554%."],"consensus_eps_estimate":null,"consensus_eps_actual":-6.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":2902000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95847,"accession_number":"0001104659-26-055652","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial Q1 GAAP loss $435M; adj EPS $5.15; free cash flow up 35%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $(435)M ($6.24/sh) from non-operating hedge/MRB volatility; adj. operating earnings $361M ($5.15/sh).","Adj. operating EPS ex notable items $5.94; notable items include LP underperformance and data process enhancements.","Free cash flow $288M, up 35% YoY; returned $257M to shareholders via dividends and buybacks in Q1.","Retail annuity sales up 31% YoY; non-VA advisory sales up 71% YoY; non-VA now 47% of advisory sales.","2026 capital return target reaffirmed $900M-$1.1B; dividend raised 12.5% to $0.90/sh; free cap gen $271M."],"consensus_eps_estimate":null,"consensus_eps_actual":-6.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":2902000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95846,"accession_number":"0001104659-26-041523","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-04-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Christopher Raub appointed President and CEO of PPM America, subsidiary of Jackson Financial","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Raub, age 55, becomes President and CEO of PPM America, effective April 9, 2026.","Laura Prieskorn resumes role as President of Jackson National Life Insurance Company; Raub had held that role.","Raub has 27 years at PPM and Jackson, most recently as President of Jackson National Life and Chief Risk Officer.","Prieskorn's compensation unchanged; Raub remains EVP of Jackson Financial Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109192,"accession_number":"0001104659-26-036151","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Jackson Financial files prospectus supplement for resale of up to 4.72M shares by selling stockholder","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed prospectus supplement to register resale of up to 4,715,554 common shares by a selling securityholder.","Company will not receive any proceeds from any sales by the selling securityholder.","Supplement amends base prospectus dated Jan 17, 2025 under automatic shelf registration.","Filing includes legal opinion on share validity; does not guarantee any sales will occur."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109191,"accession_number":"0001104659-26-032100","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"Jackson Financial issues $900M of P-Caps for on-demand capital and liquidity","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M of 6.311% 2036 P-Caps and $400M of 7.280% 2056 P-Caps issued on March 19, 2026.","Proceeds invested in U.S. Treasury strips; Company gains right to issue senior notes over 10/30 years.","Semi-annual facility fees of 2.066% (2036) and 2.430% (2056) on unexercised portion.","Automatic full exercise triggers include failure to pay fees or bankruptcy events."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109190,"accession_number":"0001822993-26-000017","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Financial posts Q4 adjusted operating EPS of $6.61, record retail annuity sales up 27%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q4 retail annuity sales of $5.9B, up 27% YoY; full-year $19.7B, up 10%.","Net loss attributable to common shareholders of $(215)M ($(3.13)/share) vs. $334M gain YoY.","Adjusted operating earnings of $455M ($6.61/diluted share), a record, up from $349M ($4.65) in Q4 2024.","Free cash flow of $119M in Q4; returned $205M to shareholders via $150M buybacks and $55M dividends.","Record Institutional sales of $3.5B for full year, up 77% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":6683000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109189,"accession_number":"0001104659-26-017071","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial posts $1.6B adj. op. earnings in 2025; raises dividend 12.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2025 GAAP net loss $17M (-$0.24 diluted EPS) vs. Non-GAAP adj. op. earnings $1.6B ($22.67 EPS).","Retail annuity sales up 10% YoY; Record RILA sales $2.3B in Q4 (+53% YoY), nearly $7B for the year.","Returned $862M to common shareholders in 2025 ($228M dividends, $634M buybacks); Q1 2026 dividend raised 12.5% to $0.90.","2026 targets: free capital generation at least $1.2B, capital return $900M-$1.1B, holdco liquidity >$650M.","JNL RBC ratio 567% after $1.1B distributions; new Hickory Re captive funded with TPG partnership for growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":6683000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109188,"accession_number":"0001104659-26-013396","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Jackson Financial closes strategic partnership with TPG, receives $500M equity investment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["TPG invests $500M in Jackson common stock; Jackson issued 4.7M shares (~6.5% stake) to TPG.","TPG issued 2.28M Class A shares to a Jackson subsidiary as part of the deal.","10-year non-exclusive investment management agreement for TPG credit capabilities to complement Jackson's asset management.","Partnership aims to accelerate Jackson's growth in spread-based business and innovative insurance solutions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109187,"accession_number":"0001104659-26-000968","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2026-01-06T23:59:59+00:00","items":["3.02","7.01","8.01","9.01"],"status":"ready","headline":"Jackson Financial partners with TPG; $500M investment and $150M in TPG stock; captive reinsurer Hickory Re formed","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["TPG to invest $500M for 4,715,554 JXN shares (~6.5% stake) at $106.03/share (30-day VWAP).","Jackson receives $150M in TPG stock (2,279,109 shares at $65.82/share); JBLLC to hold TPG shares.","Proceeds plus $150M Jackson excess cash to capitalize new captive reinsurer Hickory Re to support fixed annuity growth.","TPG to manage up to $12B in general account assets over 5 years via non-exclusive arrangement; PPM to continue managing majority.","Transaction expected to close Q1 2026; subject to customary conditions; standstill and voting agreements in place."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125687,"accession_number":"0001822993-25-000087","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson reports Q3 adjusted operating EPS $6.16, up from $4.60 YoY; returns $210M to shareholders","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $65M ($0.92/diluted) vs loss of $480M ($6.37/diluted) in Q3 2024.","Adjusted operating earnings $433M ($6.16/diluted) vs $350M ($4.60) YoY.","Retail annuity sales $5.4B (+2% YoY); record RILA sales $2.1B (+28%).","Returned $210M to shareholders: $154M buybacks, $56M dividends.","Free cash flow $216M in Q3; operating company RBC ratio 579%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":4695000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125686,"accession_number":"0001104659-25-106307","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial Q3 adjusted EPS $6.16, up 34% YoY; expects 2025 capital return above $800M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $65M ($0.92 diluted EPS); adjusted operating earnings $433M ($6.16 diluted EPS).","Record RILA sales of $2.1B, up 28% YoY; total retail annuity sales up 22% QoQ.","JNL estimated RBC ratio 579%; Q3 statutory capital generation $579M.","Returned $210M to common shareholders in Q3 ($154M buybacks + $56M dividends); YTD $657M.","Free cash flow of $216M in Q3; holding company liquidity over $750M, well above $250M minimum."],"consensus_eps_estimate":null,"consensus_eps_actual":2.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":4695000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125685,"accession_number":"0001104659-25-097931","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-10-08T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Craig Smith, CEO of Jackson's PPM America, to retire Dec 31; 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receives $2.47M cash payout","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Romine separated from JNLD, Jackson's marketing and distribution arm, effective Aug 14, 2025.","Separation agreement under Jackson Severance Plan provides $2,474,061 in cash within 30 days.","Also receives pro-rated 2025 cash bonus and LTIP payouts in common shares per award terms.","Agreement includes restrictive covenants on confidential info, non-solicitation, and non-competition.","Continues eligibility for health, welfare, retirement benefits typically available to executives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142415,"accession_number":"0001822993-25-000029","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Q2 net income falls 36% YoY to $168M; adjusted EPS $4.87 vs $5.32","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $168M ($2.34 diluted EPS) down from $264M ($3.43) in Q2 2024.","Adjusted operating earnings of $350M ($4.87/share) vs $410M ($5.32) a year ago.","Retail annuity sales $4.4B, up 4% YoY; fixed & fixed index annuity sales surged significantly.","Free cash flow $290M in Q2; $503M year-to-date; over $1B trailing twelve months.","Returned $216M to shareholders via $158M buybacks and $58M dividends; holding company cash >$700M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":3279000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142414,"accession_number":"0001104659-25-074206","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Q2: GAAP net income $168M, adj. op. earnings $350M; RBC 566%; retail sales up 9% QoQ","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $168M ($2.34 diluted EPS); non-GAAP adj. op. earnings $350M ($4.87 EPS).","Retail annuity sales $1.734B, up 9% QoQ; non-VA net flows $4.4B (up from $4.0B in Q1).","Free cash flow $290M in Q2; capital return $216M ($158M buybacks + $58M dividends).","JNLIC est. RBC ratio 566%; Holdco cash >$700M, above $250M minimum buffer.","Adj. op. earnings down YoY ($350M vs $410M in Q2 2024); Retail segment also declined."],"consensus_eps_estimate":null,"consensus_eps_actual":1.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":3279000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160453,"accession_number":"0001104659-25-053072","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Jackson Financial shareholders elect all director nominees, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 9 director nominees elected with 51.8M–52.6M votes for; broker non-votes 6.9M.","KPMG ratified as auditor for FY 2025: 58.0M for, 1.8M against.","Advisory vote on executive compensation approved: 49.9M for, 2.9M against.","59.9M shares present of 72.1M total outstanding as of March 25, 2025 record date.","Final vote counts certified by American Election Services."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160452,"accession_number":"0001822993-25-000016","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson posts Q1 net loss of $35M; adjusted operating earnings rise to $376M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $35M ($0.48 diluted EPS) vs. net income of $784M ($9.94) a year ago, partly on loss on reinsured business.","Adjusted operating earnings of $376M ($5.10 EPS) vs. $334M ($4.23) YoY, driven by higher spread income and share repurchases.","Retail annuity sales of $4.0B, up 9% YoY; VA sales up 9%, RILA up 3%, fixed annuities surged 74%.","Free cash flow of $213M in Q1; returned $231M to shareholders ($172M buybacks, $59M dividends).","JNLIC total adjusted capital over $5.2B, RBC ratio 585%; holding company cash over $600M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":3750000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160451,"accession_number":"0001104659-25-045566","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial Q1 adjusted EPS $5.10, GAAP net loss $35M; capital return $231M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $35M ($0.48/sh); adj. op. earnings $376M ($5.10/sh) vs $4.23 in 1Q24.","Retail annuity sales up 9% YoY; RILA up 3%, fixed-index annuities up 74%, advisory up 28%.","Returned $231M to common shareholders ($172M buybacks, $59M dividends); on track for $700-800M 2025 target.","JNLIC estimated RBC ratio 585%; statutory capital generation $441M; free cash flow $213M.","Holdco cash & liquid assets >$600M, well above $250M minimum liquidity buffer."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":3750000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160450,"accession_number":"0001104659-25-033771","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-04-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Jackson Financial names Chris Raub President of JNL, Steve Binioris CRO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chris Raub appointed President of Jackson National Life Insurance Company effective April 14, 2025; oversees distribution, product, operations.","Raub's compensation: $600k base salary, 175% target bonus, $2M annual long-term equity incentive.","Steve Binioris succeeds Raub as Executive Vice President and Chief Risk Officer, effective April 14.","Pam Bottles named interim Chief Actuary as company searches for Binioris' successor.","Both Raub and Binioris are internal promotions with over 20 years each at Jackson."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178704,"accession_number":"0001822993-25-000005","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Financial Q4 net income $334M ($4.45/diluted), adjusted op earnings $349M; annuity sales up 42%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 net income $334M ($4.45/diluted) vs $(1.6)B loss in Q4 2023; adjusted operating earnings $349M ($4.65/diluted) vs $204M.","Retail annuity sales $4.7B in Q4 (+42% YoY); full year sales $17.8B (+39%), led by RILA sales up 96%.","Total annuity AUM rose 7% YoY to $252B as of Dec 31, 2024, supported by equity market gains.","Returned $148M to common shareholders in Q4 via $96M in buybacks and $52M in dividends.","JNLIC total adjusted capital $5.1B with estimated RBC ratio of 572% at year-end 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":11.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":3271000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178703,"accession_number":"0001104659-25-015179","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial Q4 adjusted EPS $4.65; 2025 capital return target $700-800M; dividend up 14%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2024 GAAP EPS $11.74; adjusted EPS $18.79, up from $12.84 in FY2023.","Q4 2024 adjusted operating earnings $349M ($4.65 per diluted share); pretax $405M.","2024 capital return $631M to common shareholders; 2025 target $700-800M (11-27% increase).","Q1 2025 common dividend raised 14% to $0.80/share from $0.70.","Holding company liquidity >$700M; JNLIC estimated RBC ratio 572%."],"consensus_eps_estimate":null,"consensus_eps_actual":11.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":3271000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195368,"accession_number":"0001822993-24-000035","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Q3 net loss $480M on reinsurance loss; adj. operating earnings $350M, up 11% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Retail annuity sales of $5.3B, up 59% YoY; record RILA sales $1.6B (+99%), fixed annuity sales $1B from $76M.","Net loss attributable to common shareholders $480M ($6.37 loss per diluted share) vs. $2.8B income in Q3 2023.","Adjusted operating earnings $350M ($4.60 per diluted share), up from $315M ($3.80) a year ago.","Returned $167M to shareholders in Q3 via $113M buybacks and $54M dividends; YTD $483M, targeting $550-650M for FY.","JNLIC total adjusted capital $4.8B, estimated RBC ratio 550-570%; holding company cash nearly $650M above $250M minimum."],"consensus_eps_estimate":null,"consensus_eps_actual":7.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":3046000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195367,"accession_number":"0001104659-24-114802","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial Q3 GAAP net loss $480M ($6.37); adj. earnings $350M ($4.60)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $480M ($6.37 diluted EPS); adjusted operating earnings $350M ($4.60 per share).","Retail annuity sales up 59% YoY; record 3Q RILA sales; $1.0B fixed/fixed-index annuity sales.","Returned $167M to common shareholders ($113M buybacks, $54M dividends); YTD $483M up 52%.","JNLIC estimated RBC ratio 550-570%; holding company cash ~$650M; adjusted book value $11.2B.","Segment pretax adj. op. earnings: Retail $458M, Institutional $17M, Closed Block $7M."],"consensus_eps_estimate":null,"consensus_eps_actual":7.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":3046000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211629,"accession_number":"0001822993-24-000026","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Q2 adj op earnings $410M ($5.32/sh); record RILA sales $1.4B; buyback auth +$750M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $264M ($3.43 diluted EPS) vs $1.2B ($14.21) year ago; adjusted op earnings $410M ($5.32) vs $283M ($3.34).","Record RILA sales of $1.4B in Q2, up from $541M in Q2 2023.","Total annuity AUM $247B, up 9% YoY; holding company cash >$500M above minimum buffer.","Board approved $750M increase to share repurchase authorization; Q2 returned $144M via buybacks ($90M) and dividends ($54M).","JNLIC RBC ratio 550-570%, total adjusted capital $4.7B; distributed $250M to parent in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":13.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":925000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211628,"accession_number":"0001104659-24-086784","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial Q2 2024: Adj EPS $5.32, GAAP EPS $3.43, retail sales up 36% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $264M; 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Adjusted operating earnings $410M; adj EPS $5.32, up 88% YoY.","Retail annuity sales $1.413B, up 36% YoY; RILA sales record, up 163% YoY. Non-VA net flows more than doubled.","Returned $144M to common shareholders in Q2 via $90M buybacks and $54M dividends. Increased buyback authorization by $750M.","Adjusted book value $11.5B, up from year-end; JNLIC estimated RBC ratio 550-570%; stat TAC $4.7B.","All segments grew pretax adjusted operating earnings: Retail $465M, Institutional $35M, Closed Block $29M."],"consensus_eps_estimate":null,"consensus_eps_actual":13.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":925000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230344,"accession_number":"0001104659-24-065903","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["5.02","5.03","5.07","8.01","9.01"],"status":"ready","headline":"Jackson Financial appoints Don W. Cummings as CFO effective June 3, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Don Cummings promoted from Controller to EVP and CFO; base salary $640K, target bonus 175% of base.","Craig Anderson named SVP and Controller; base salary $365K, target bonus 115% of base.","Marcia Wadsten transitions to Senior Advisor at Jackson National Life with $66,667 monthly salary.","Shareholders approved all director nominees, ratified KPMG, and approved say-on-pay and charter amendment.","Charter amended to expand director exculpation under Delaware law."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230343,"accession_number":"0001822993-24-000018","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Q1 net income $784M, $9.94 EPS; adjusted operating earnings up 23% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $784M ($9.94 diluted EPS) vs. net loss $1.5B ($18.11) in Q1 2023.","Adjusted operating earnings $334M ($4.23/share), up 23% from $271M ($3.15) YoY.","Record RILA sales $1.2B (up from $533M); total annuity AUM $248B (+13% YoY).","Returned $172M to shareholders via $116M buybacks and $56M dividends; holding company cash ~$500M.","RBC ratio 555-575% and total adjusted capital ~$4.7B."],"consensus_eps_estimate":null,"consensus_eps_actual":9.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":-322000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230342,"accession_number":"0001104659-24-058684","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial reports Q1 2024 adjusted operating earnings $334M, up 23% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $784M ($9.94 EPS); adjusted operating earnings $334M ($4.23 EPS) vs $271M ($3.15 EPS) in 1Q23.","Retail annuity sales up 18% YoY; non-VA net flows more than doubled; record RILA sales +117% YoY.","Returned $172M to common shareholders in 1Q24 via $116M buybacks and $56M dividends.","Estimated RBC ratio of 555-575%; holding company cash ~$500M; total common shareholders' equity $9.6B.","Adjusted book value $11.4B; management on track to deliver 2024 financial targets."],"consensus_eps_estimate":null,"consensus_eps_actual":9.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":-322000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248754,"accession_number":"0001822993-24-000005","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Jackson Q4 net loss $1.6B; adjusted op earnings $204M; CFO Wadsten to retire June 3","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to common shareholders of $1.6B ($19.64/diluted share) in Q4 2023 vs $1.2B loss in Q4 2022.","Adjusted operating earnings of $204M ($2.53/diluted share) in Q4 2023 vs $294M ($3.39) in Q4 2022; includes $(0.79) actuarial assumption update impact.","Full-year 2023 adjusted operating earnings $1.1B ($12.84/diluted share); 2024 capital return target $550-650M; Q1 dividend raised to $0.70/share (up 13%).","CFO Marcia Wadsten to retire June 3, 2024; Don Cummings (SVP, CAO) expected to succeed as CFO.","RILA sales $1.0B in Q4 2023 (up from $560M) and $2.9B full year (up from $1.8B)."],"consensus_eps_estimate":null,"consensus_eps_actual":10.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":3159000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248753,"accession_number":"0001104659-24-026053","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial FY23 adj. op. EPS $12.84, returns $464M to shareholders; RBC 624%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY23 net income ~$900M ($10.76 diluted EPS); adjusted operating earnings $1.1B ($12.84 diluted).","Q4 adj. op. EPS $2.53 vs $3.39 a year ago; full-year adj. op. EPS $12.84 vs $16.39.","Returned $464M to common shareholders via $255M buybacks and $209M dividends; Q1 2024 dividend raised 13% to $0.70.","RBC ratio 624% at year-end, up from Q3; established Brooke Re captive in Jan 2024 to reduce statutory volatility.","Retail annuity sales $12.8B (RILA $2.9B); non-VA net flows crossed $1B in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":10.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":3159000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266240,"accession_number":"0001104659-23-126174","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-12-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Jackson Financial receives Michigan regulator approval to form captive reinsurer Brooke Re","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Michigan DIFS initial approval Dec 14, 2023; funding expected in January 2024 with permanent approval thereafter.","Reinsurance cession of variable annuity market risk benefits effective Jan 1, 2024, closing Q1 2024.","100% coinsurance with funds withheld; Jackson retains base contract, investment management, and hedging programs.","Transaction expected to mitigate cash surrender value floor impact on statutory capital and RBC ratio.","No impact on holding company cash; RBC ratio targeted 425-500%; details at Feb 2024 earnings call."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266239,"accession_number":"0001822993-23-000045","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Q3 net income $2.76B ($33.35/diluted); adjusted EPS $3.80; RILA sales up 44% YoY to $807M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders $2,762M ($33.35/diluted) vs $1,879M ($21.38) in Q3 2022.","Adjusted operating earnings $315M ($3.80/diluted) vs $376M ($4.28) YoY.","Returned $123M to shareholders via $71M buybacks and $52M dividends; on pace for 2023 target of $450-550M.","RILA sales surged to $807M from $562M YoY; total annuity account value $218B (+10% YoY).","RBC ratio above target 425-500%; subsequent LP sale closed, pro forma holding company liquidity ~$1.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":29.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":2267000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266238,"accession_number":"0001104659-23-115771","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-11-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial Q3 adjusted operating earnings $315M, EPS $3.80; capital return on track","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 adjusted operating earnings $315M, diluted EPS $3.80; ex-notable items $3.77.","GAAP net income $2.8B driven by $2.8B net hedge gain from higher interest rates.","Returned $123M to shareholders in Q3 ($71M buybacks, $52M dividends); YTD $347M vs $450-550M target.","RBC ratio estimated above 425-500% target; statutory TAC $4.5B, up from $3.8B in Q2.","Retail annuity sales $3.3B; RILA sales $807M (+44% YoY); non-VA net flows positive $822M."],"consensus_eps_estimate":null,"consensus_eps_actual":29.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":2267000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283504,"accession_number":"0001822993-23-000034","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Financial Q2 net income $1.2B, adj operating earnings $283M; RILA sales up to $541M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1,204M ($14.21/diluted); adjusted operating earnings $283M ($3.34/diluted) vs $407M in Q2 2022.","RILA sales $541M, up from $490M in Q2 2022; total annuity account value $227B (+9% YoY).","Returned $100M to shareholders via $47M buybacks and $53M dividends; FY2023 capital return target reaffirmed $450-550M.","Holding company assets ~$1.5B; RBC ratio within 425-500% target; $1B in cash and liquid securities.","CEO Laura Prieskorn highlighted enhanced RILA launch in June and strong financial flexibility."],"consensus_eps_estimate":null,"consensus_eps_actual":36.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":6694000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283503,"accession_number":"0001104659-23-088858","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial Q2 2023: $1.2B net income, $283M adj. operating earnings, $100M returned to shareholders","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 adjusted operating earnings $283M ($3.34 diluted EPS) vs $407M ($4.56) YoY; ex-notable items $3.54 EPS.","Net income $1.2B driven by $1,097M net hedge gain; total retail annuity sales $3.1B, RILA $541M.","Returned $100M to shareholders: $47M share repurchases + $53M dividends; Q3 dividend $0.62/share declared.","Estimated RBC ratio improved from Q1, within 425–500% target; FY23 capital return target $450–550M reaffirmed.","Notable items included $25M allowance for reinsurance credit loss on a liquidating counterparty."],"consensus_eps_estimate":null,"consensus_eps_actual":36.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":6694000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302993,"accession_number":"0001104659-23-074776","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-06-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Jackson Financial discloses MOVEit breach affecting 700k-800k customers via vendor PBI","summary_kind":"llm","event_type":"cyber","confidence":"high","bullets":["Third-party vendor PBI exploited via MOVEit flaw; PII of ~700,000-800,000 Jackson customers obtained.","Jackson also had unauthorized access to two servers, but less data accessed; no business interruption.","Jackson has secured servers, patched vulnerability, notified law enforcement and regulators.","Affected individuals will receive credit monitoring and identity theft services.","Company believes incident not material to financial results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302992,"accession_number":"0001104659-23-062728","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-05-19T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Jackson Financial shareholders elect 10 directors, ratify KPMG, approve say-on-pay at 2023 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees elected with between 61.2M and 62.6M votes each; broker non-votes of ~7.3M.","Ratification of KPMG as auditor for FY2023: 68.0M for, 1.9M against, 0.9M abstain.","Non-binding advisory vote on executive compensation approved: 62.1M for, 0.8M against, 0.6M abstain, 7.3M broker non-votes.","Meeting held May 19, 2023; record date March 24, 2023 with 81.0M shares eligible."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302991,"accession_number":"0001822993-23-000027","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-05-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Jackson Financial recasts 2022 and 2021 financials under new LDTI accounting standard","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Recast Annual Report on Form 10-K for fiscal years ended Dec 31, 2022 and 2021 to reflect adoption of ASU 2018-12 (LDTI).","Modified retrospective adoption applied, except full retrospective for market risk benefits.","Recast impacts Part II, Item 7 (MD&A) and Item 8 (Financial Statements) of the 2022 10-K.","Exhibit 99.1 contains the recast financial statements; does not reflect events after March 1, 2023.","More current information available in Q1 2023 10-Q filed May 9, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302990,"accession_number":"0001822993-23-000022","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Jackson Financial reports Q1 net loss of $1.5B, adjusted operating earnings down 28% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $1,497M ($18.11 diluted EPS); adjusted operating earnings $271M ($3.15) down 28% from Q1 2022.","Returned $124M to shareholders: $70M buybacks, $54M dividends; on track for $450-550M target.","RILA sales $533M, up 168% YoY from $199M; total annuity account value $219B down 10% YoY, up 4% QoQ.","Holding company liquidity >$1.5B; issued preferred stock with $533M net proceeds; RBC ratio within 425-500%."],"consensus_eps_estimate":null,"consensus_eps_actual":24.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":2221000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":302989,"accession_number":"0001104659-23-057743","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Jackson Financial Q1 net loss $1.5B, adj operating earnings $271M, returns $124M to shareholders","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to JFI of $1.5B; adjusted operating earnings of $271M ($3.15 diluted EPS).","Returned $124M to common shareholders via $70M buybacks and $54M dividends.","Total retail annuity sales $3.1B; RILA sales $533M (+168% YoY); institutional sales $649M.","Holding company cash over $1.5B; RBC ratio within 425-500% target range.","2023 capital return target reaffirmed at $450-$550M."],"consensus_eps_estimate":null,"consensus_eps_actual":24.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":2221000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":322628,"accession_number":"0001822993-23-000014","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-03-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Jackson Financial adopts LDTI accounting; recasts 2021-2022 financials with equity impacts","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Equity decreased $3.0B at Jan 1, 2021 transition; increased $223M at Dec 31, 2022 due to higher rates.","Adjusted book value fell ~$1.9B at Dec 31, 2022; leverage ratio rises to 21%.","Net income increased $489M for 2022 and $234M for 2021 under LDTI; no change to hedging strategy.","No impact on statutory capital or shareholder returns; go-forward DAC amortization modestly higher.","Enhanced disclosures now include disaggregated rollforwards and updates to liability assumptions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":322627,"accession_number":"0001104659-23-031764","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-03-13T23:59:59+00:00","items":["3.03","5.03","9.01"],"status":"ready","headline":"Jackson Financial issues 22M depositary shares of Series A Perpetual Preferred Stock","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 22M depositary shares, each representing 1/1,000th of a share of Fixed-Rate Reset Noncumulative Perpetual Preferred Stock, Series A.","Liquidation preference of $25,000 per share of Series A Preferred ($25 per depositary share); 5-year call/dividend reset period.","Noncumulative dividends; restrictions on common dividends/repurchases if Series A dividends are not declared and paid.","Certificate of Designations filed with Delaware Secretary of State; Deposit Agreement with Equiniti Trust Company as depositary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":322626,"accession_number":"0001104659-23-029612","cik":1822993,"company_name":"Jackson Financial Inc.","ticker":"JXN","form_type":"8-K","filed_at":"2023-03-07T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Jackson Financial prices $550M depositary shares offering to repay $600M senior notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced 22,000,000 depositary shares at $25 each for gross proceeds of $550 million.","Underwriters have a 30-day option to purchase up to 2,000,000 additional shares.","Net proceeds plus cash on hand will repay $600M of senior notes maturing Nov 2023.","Depositary shares to list on NYSE under symbol 'JXN PR A'; closing expected March 13, 2023.","Joint book-running managers: Wells Fargo, BofA, J.P. Morgan, Morgan Stanley."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7247005856.667074,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-03-07T23:59:59+00:00|322626"}