secwatch.observer — SEC 8-K summary
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Issuer:     Jackson Financial Inc. (JXN)
CIK:        0001822993
Form:       8-K
Filed at:   2023-11-08T23:59:59+00:00
Accession:  0001104659-23-115771
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Jackson Financial Q3 adjusted operating earnings $315M, EPS $3.80; capital return on track
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1822993/000110465923115771/0001104659-23-115771-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1822993/000110465923115771/tm2329830d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-23-115771

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