secwatch.observer — SEC 8-K summary
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Issuer:     Jackson Financial Inc. (JXN)
CIK:        0001822993
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001104659-26-055652
Event type: earnings
Sentiment:  neutral
Materiality: 0.85
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Jackson Financial Q1 GAAP loss $435M; adj EPS $5.15; free cash flow up 35%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1822993/000110465926055652/0001104659-26-055652-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1822993/000110465926055652/tm2613079d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-055652

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer