Jackson Financial Inc.

Annual Trend FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Total Revenue $3.2b $8.8b $14.6b $3.2b $3.3b $6.7b
Revenues:
Additional Financial Items
Other Income $64.0m $94.0m $85.0m $67.0m $44.0m $61.0m
Realized Investment Gains (Losses) $377.0m $182.0m ($359.0m) ($554.0m) ($11.0m) ($116.0m)
Debt Securities Available For Sale Excluding Accrued Interest Allowance For Credit Loss Not Previously Recorded $54.0m $60.0m $59.0m $8.0m
Income (Loss) Attributable to Parent, before Tax ($2.5b) $3.8b $7.1b $938.0m $992.0m ($159.0m)
Market Risk Benefit, Change in Fair Value, Gain (Loss) $3.9b $3.8b ($605.0m)
Preferred Stock Dividends and Other Adjustments $0 $0 $35.0m $44.0m $44.0m
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest ($2.5b) $4.0b $43.0m $20.0m $1.0b ($114.0m)
Policyholder Benefits and Claims Incurred, Net $1.3b $913.0m $2.3b $965.0m $868.0m $927.0m
Premiums Earned, Net $160.0m $133.0m $132.0m $147.0m $146.0m $149.0m
Net Investment Income $2.8b $3.4b $2.8b $2.9b $2.9b $3.2b
Gain (Loss) on Investments $377.0m $182.0m ($359.0m) ($554.0m) ($11.0m) ($116.0m)
Gain (Loss) on Derivative Instruments, Net, Pretax ($8.3b) ($1.9b) $5.4b ($6.0b) ($6.9b)
Net Income (Loss) Attributable to Parent ($1.6b) $3.2b $5.7b $934.0m $946.0m $27.0m
Net Income (Loss) Available to Common Stockholders, Basic ($1.6b) $3.2b $5.7b $899.0m $902.0m ($17.0m)
Net Income (Loss) Attributable to Noncontrolling Interest ($3.0m) $262.0m $43.0m $20.0m $30.0m $45.0m
Earnings Per Share, Basic ($24.14) $33.86 $66.62 $10.99 $11.86 ($0.24)
Earnings Per Share, Diluted ($24.14) $33.69 $64.23 $10.76 $11.74 ($0.24)
Weighted Average Number of Shares Outstanding, Basic 67.7m 94.0m 85.5m 81.8m 76.0m 71.0m
Weighted Average Number of Shares Outstanding, Diluted 67.7m 94.5m 88.7m 83.6m 76.8m 71.2m
Expenses
Deferred Policy Acquisition Costs, Amortization Expense $533.0m ($519.0m) ($1.7b) $1.2b $1.1b $1.1b
Interest Expense $88.0m $37.0m $113.0m $185.0m $101.0m $100.0m
Costs and Expenses $984.0m $2.5b $2.4b $2.5b $2.8b $2.8b
Current Income Tax Expense (Benefit) ($78.0m) ($73.0m) ($42.0m) $211.0m ($248.0m) ($13.0m)
Financing Receivable Excluding Accrued Interest Credit Loss Expense Reversal ($41.0m) $28.0m
General and Administrative Expense $996.0m $1.1b $875.0m $1.0b $1.1b $1.1b
Income Tax Expense (Benefit) ($854.0m) $602.0m $1.4b $4.0m $46.0m ($186.0m)
Benefits, Losses and Expenses $5.7b $4.8b $7.4b $2.2b $2.2b $6.8b

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.