← 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.