Highest-materiality recent filing
GAAP net income $644M ($9.16 diluted EPS); Non-GAAP adjusted operating earnings $513M ($7.30 diluted EPS), both record levels.
Jackson Financial Q2 2026 net income $644M ($9.16 EPS); record annuity sales $5.9B, up 34% YoY
Net income $644M ($9.16 diluted EPS) vs $168M ($2.34) in Q2 2025; adjusted operating earnings $513M ($7.30) vs $350M ($4.87).
Laura Prieskorn to retire as CEO and director effective Sept 30, 2026; will serve as advisor through Dec 31, 2026.
Jackson Financial enters $1.25B revolving credit facility replacing $1B 2023 facility
New $1.25B revolving credit agreement dated June 30, 2026; $500M sub-limit for letters of credit.
Gregory T. Durant resigned from the Board effective June 22, 2026 due to health reasons; no disagreement involved.
Jackson Financial issues $750M 6.150% Senior Notes due 2037
$750M 6.150% Senior Notes due 2037 issued; interest payable semi-annually Jan 15/Jul 15.
Jackson Financial shareholders elect all director nominees, ratify auditor, approve say-on-pay
Shareholders elected all 9 director nominees for one-year terms; votes ranged from ~54.6M to ~55.3M for each.
Jackson Financial Q1 GAAP loss $435M; adj EPS $5.15; free cash flow up 35%
GAAP net loss $(435)M ($6.24/sh) from non-operating hedge/MRB volatility; adj. operating earnings $361M ($5.15/sh).
Jackson Financial posts Q1 adj. operating earnings $361M ($5.15/share), GAAP net loss $435M
Net loss attributable to common shareholders of $435M ($6.24 diluted share loss), compared to $35M loss in Q1 2025.
Christopher Raub appointed President and CEO of PPM America, subsidiary of Jackson Financial
Raub, age 55, becomes President and CEO of PPM America, effective April 9, 2026.
Filed prospectus supplement to register resale of up to 4,715,554 common shares by a selling securityholder.
Jackson Financial issues $900M of P-Caps for on-demand capital and liquidity
$500M of 6.311% 2036 P-Caps and $400M of 7.280% 2056 P-Caps issued on March 19, 2026.
Jackson Financial posts $1.6B adj. op. earnings in 2025; raises dividend 12.5%
Full-year 2025 GAAP net loss $17M (-$0.24 diluted EPS) vs. Non-GAAP adj. op. earnings $1.6B ($22.67 EPS).
Jackson Financial posts Q4 adjusted operating EPS of $6.61, record retail annuity sales up 27%
Record Q4 retail annuity sales of $5.9B, up 27% YoY; full-year $19.7B, up 10%.
Jackson Financial closes strategic partnership with TPG, receives $500M equity investment
TPG invests $500M in Jackson common stock; Jackson issued 4.7M shares (~6.5% stake) to TPG.
TPG to invest $500M for 4,715,554 JXN shares (~6.5% stake) at $106.03/share (30-day VWAP).
Jackson Financial Q3 adjusted EPS $6.16, up 34% YoY; expects 2025 capital return above $800M
GAAP net income $65M ($0.92 diluted EPS); adjusted operating earnings $433M ($6.16 diluted EPS).
Jackson reports Q3 adjusted operating EPS $6.16, up from $4.60 YoY; returns $210M to shareholders
Net income $65M ($0.92/diluted) vs loss of $480M ($6.37/diluted) in Q3 2024.
Craig Smith, CEO of Jackson's PPM America, to retire Dec 31; Chris Raub interim
Craig Smith, President and CEO of PPM America, intends to retire effective Dec 31, 2025 after nearly 20 years.
Scott Romine separates from Jackson subsidiary; receives $2.47M cash payout
Romine separated from JNLD, Jackson's marketing and distribution arm, effective Aug 14, 2025.
Jackson Q2: GAAP net income $168M, adj. op. earnings $350M; RBC 566%; retail sales up 9% QoQ
GAAP net income $168M ($2.34 diluted EPS); non-GAAP adj. op. earnings $350M ($4.87 EPS).
Jackson Q2 net income falls 36% YoY to $168M; adjusted EPS $4.87 vs $5.32
Net income of $168M ($2.34 diluted EPS) down from $264M ($3.43) in Q2 2024.
Jackson Financial shareholders elect all director nominees, ratify auditor, approve say-on-pay
All 9 director nominees elected with 51.8M–52.6M votes for; broker non-votes 6.9M.
Jackson Financial Q1 adjusted EPS $5.10, GAAP net loss $35M; capital return $231M
GAAP net loss of $35M ($0.48/sh); adj. op. earnings $376M ($5.10/sh) vs $4.23 in 1Q24.
Jackson posts Q1 net loss of $35M; adjusted operating earnings rise to $376M
Net loss of $35M ($0.48 diluted EPS) vs. net income of $784M ($9.94) a year ago, partly on loss on reinsured business.
Jackson Financial names Chris Raub President of JNL, Steve Binioris CRO
Chris Raub appointed President of Jackson National Life Insurance Company effective April 14, 2025; oversees distribution, product, operations.
Jackson Financial Q4 adjusted EPS $4.65; 2025 capital return target $700-800M; dividend up 14%
FY2024 GAAP EPS $11.74; adjusted EPS $18.79, up from $12.84 in FY2023.
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.
Jackson Financial Q3 GAAP net loss $480M ($6.37); adj. earnings $350M ($4.60)
GAAP net loss of $480M ($6.37 diluted EPS); adjusted operating earnings $350M ($4.60 per share).
Jackson Q3 net loss $480M on reinsurance loss; adj. operating earnings $350M, up 11% YoY
Retail annuity sales of $5.3B, up 59% YoY; record RILA sales $1.6B (+99%), fixed annuity sales $1B from $76M.
Jackson Financial Q2 2024: Adj EPS $5.32, GAAP EPS $3.43, retail sales up 36% YoY
GAAP net income $264M; diluted EPS $3.43. Adjusted operating earnings $410M; adj EPS $5.32, up 88% YoY.
Jackson Q2 adj op earnings $410M ($5.32/sh); record RILA sales $1.4B; buyback auth +$750M
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).
Jackson Financial appoints Don W. Cummings as CFO effective June 3, 2024
Don Cummings promoted from Controller to EVP and CFO; base salary $640K, target bonus 175% of base.
Jackson Financial reports Q1 2024 adjusted operating earnings $334M, up 23% YoY
GAAP net income $784M ($9.94 EPS); adjusted operating earnings $334M ($4.23 EPS) vs $271M ($3.15 EPS) in 1Q23.
Jackson Q1 net income $784M, $9.94 EPS; adjusted operating earnings up 23% YoY
Net income $784M ($9.94 diluted EPS) vs. net loss $1.5B ($18.11) in Q1 2023.
Jackson Financial FY23 adj. op. EPS $12.84, returns $464M to shareholders; RBC 624%
FY23 net income ~$900M ($10.76 diluted EPS); adjusted operating earnings $1.1B ($12.84 diluted).
Jackson Q4 net loss $1.6B; adjusted op earnings $204M; CFO Wadsten to retire June 3
Net loss attributable to common shareholders of $1.6B ($19.64/diluted share) in Q4 2023 vs $1.2B loss in Q4 2022.
Jackson Financial receives Michigan regulator approval to form captive reinsurer Brooke Re
Michigan DIFS initial approval Dec 14, 2023; funding expected in January 2024 with permanent approval thereafter.
Jackson Financial Q3 adjusted operating earnings $315M, EPS $3.80; capital return on track
Q3 adjusted operating earnings $315M, diluted EPS $3.80; ex-notable items $3.77.
Jackson Q3 net income $2.76B ($33.35/diluted); adjusted EPS $3.80; RILA sales up 44% YoY to $807M
Net income attributable to common shareholders $2,762M ($33.35/diluted) vs $1,879M ($21.38) in Q3 2022.
Q2 adjusted operating earnings $283M ($3.34 diluted EPS) vs $407M ($4.56) YoY; ex-notable items $3.54 EPS.
Jackson Financial Q2 net income $1.2B, adj operating earnings $283M; RILA sales up to $541M
Net income $1,204M ($14.21/diluted); adjusted operating earnings $283M ($3.34/diluted) vs $407M in Q2 2022.
Jackson Financial discloses MOVEit breach affecting 700k-800k customers via vendor PBI
Third-party vendor PBI exploited via MOVEit flaw; PII of ~700,000-800,000 Jackson customers obtained.
All 10 director nominees elected with between 61.2M and 62.6M votes each; broker non-votes of ~7.3M.
Jackson Financial recasts 2022 and 2021 financials under new LDTI accounting standard
Recast Annual Report on Form 10-K for fiscal years ended Dec 31, 2022 and 2021 to reflect adoption of ASU 2018-12 (LDTI).
Jackson Financial Q1 net loss $1.5B, adj operating earnings $271M, returns $124M to shareholders
Net loss attributable to JFI of $1.5B; adjusted operating earnings of $271M ($3.15 diluted EPS).
Jackson Financial reports Q1 net loss of $1.5B, adjusted operating earnings down 28% YoY
Net loss of $1,497M ($18.11 diluted EPS); adjusted operating earnings $271M ($3.15) down 28% from Q1 2022.
Jackson Financial adopts LDTI accounting; recasts 2021-2022 financials with equity impacts
Equity decreased $3.0B at Jan 1, 2021 transition; increased $223M at Dec 31, 2022 due to higher rates.
Jackson Financial issues 22M depositary shares of Series A Perpetual Preferred Stock
Issued 22M depositary shares, each representing 1/1,000th of a share of Fixed-Rate Reset Noncumulative Perpetual Preferred Stock, Series A.
Jackson Financial prices $550M depositary shares offering to repay $600M senior notes
Priced 22,000,000 depositary shares at $25 each for gross proceeds of $550 million.
On June 22, 2026, Gregory T. Durant notified Jackson Financial Inc. (the “Company”) that he was resigning from the Company’s Board of Directors for health reasons, effective immediately.
On April 4, 2025, the Board of Directors of Jackson Financial Inc. (the “Company”) appointed Christopher A. Raub, age 54, as Executive Vice President, Jackson Financial Inc. and President, Jackson National Life Insurance Company, effective April 14, 2025.
On April 4, 2025, the Board of Directors of the Company appointed Savvas (Steve) Panagiotis Binioris as the Company’s new Executive Vice President and Chief Risk Officer, effective April 14, 2025.
As previously reported, Ms. Wadsten communicated her intention to the Company to retire as of June 3, 2024.
On May 23, 2024, the Board of Directors of Jackson Financial Inc. (the “Company”) appointed Don W. Cummings as the Company’s new Executive Vice President and Chief Financial Officer (“CFO”) beginning June 3, 2024.
On May 23, 2024, the Board of Directors of the Company appointed Craig Anderson, age 57, as the Company’s new Senior Vice President and Controller beginning June 3, 2024.
It is expected that Don Cummings, the Company’s current Senior Vice President, Chief Accounting Officer and Controller will be appointed Chief Financial Officer as of June 3, 2024.
Marcia Wadsten notified the Company of her intention to retire as Executive Vice President and Chief Financial Officer as of June 3, 2024.
On December 29, 2022, Jackson National Life Insurance Company (“Jackson”), a wholly owned subsidiary of Jackson Financial Inc. (“Jackson Financial”) entered a letter agreement with P. Chadwick Myers regarding his transition from Vice Chair of Jackson Holdings LLC to, and continued employment by, Jackson as, a Senior Advisor.
On April 11, 2022, P. Chadwick Myers, Vice Chair of Jackson Holdings LLC, a direct wholly-owned subsidiary of Jackson Financial Inc. (the “Company”), informed the Company of his intention to retire in the fourth quarter of 2022.
As previously reported, Aimee DeCamillo, who was Executive Vice President and Chief Commercial Officer of the Company and President of Jackson National Life Distributors, departed the Company.
Aimee DeCamillo, Executive Vice President and Chief Commercial Officer of the Company and President of JNLD has departed the Company.
Max materiality 0.85 · Median 0.75 · Most common event earnings