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Balance Sheets Overview

Debt to Asset Ratio
97.15%
Unit: Million (M) dollars
Assets Breakdown
    • Debt securities, available-for-s...
    • Deferred acquisition costs
    • Mortgage loans, net of allowance...
    • Others
Liabilities Breakdown
    • Separate account liabilities
    • Funds withheld payable under rei...
    • Retained earnings
    • Others
Balance Sheets
2026-06-30
2026-03-31
2025-12-31
2025-09-30
Debt securities, available-for-sale, net of allowance for credit losses of 24 and 11 at june30, 2026 and december31, 2025, respectively (amortized cost 2026 55,815 2025 50,491)
52,208
48,597
47,321
46,087
Debt securities, at fair value under fair value option
3,534
3,351
3,470
3,482
Equity securities, at fair value
262
243
172
180
Mortgage loans, net of allowance for credit losses of 176 and 133 at june30, 2026 and december31, 2025, respectively
10,414
10,248
9,887
9,571
Mortgage loans, at fair value under fair value option
595
196
324
349
Policy loans (including 3,617 and 3,537 at fair value under the fair value option at june30, 2026 and december31, 2025, respectively)
4,484
4,431
4,426
4,487
Freestanding derivative instruments
422
701
448
486
Other invested assets
3,392
3,246
3,185
3,049
Total investments
75,311
71,013
69,233
67,691
Cash and cash equivalents
5,986
5,539
5,704
4,562
Accrued investment income
714
636
634
585
Deferred acquisition costs
11,655
11,634
11,660
11,654
Reinsurance recoverable, net of allowance for credit losses of 31 and 30 at june30, 2026 and december31, 2025, respectively
18,331
18,926
19,518
20,053
Reinsurance recoverable on market risk benefits, at fair value
109
121
118
116
Market risk benefit assets, at fair value
8,046
6,701
7,867
8,521
Deferred income taxes, net
609
610
719
573
Other assets
917
905
637
757
Separate account assets
245,387
223,452
236,496
239,046
Total assets
367,065
339,537
352,586
353,558
Reserves for future policy benefits and claims payable
10,634
10,706
10,896
10,912
Other contract holder funds
-
68,703
67,663
65,289
Account values with crediting rates
73,285
-
-
-
Market risk benefit liabilities, at fair value
3,368
3,971
3,754
3,733
Funds withheld payable under reinsurance treaties (including 3,806 and 3,723 at fair value under the fair value option at june30, 2026 and december31, 2025, respectively)
14,090
14,511
14,960
15,498
Debt
2,769
2,027
2,030
2,030
Repurchase agreements and securities lending payable
477
505
1,036
1,032
Collateral payable for derivative instruments
14
343
58
92
Freestanding derivative instruments-Freestanding Derivative
657
238
257
199
Other liabilities-Related Party
2,474
2,543
2,578
2,618
Other liabilities-Nonrelated Party
3,436
2,638
2,516
2,608
Separate account liabilities
245,387
223,452
236,496
239,046
Total liabilities
356,591
329,637
342,244
343,057
Series a non-cumulative preferred stock and additional paid in capital, 1.00 par value per share 24,000 shares authorized 22,000 shares issued and outstanding at june30, 2026 and december31, 2025 liquidation preference 25,000 per share (see note 19)
533
533
533
533
Common stock 1,000,000,000 shares authorized, 0.01 par value per share and 68,185,286 and 66,825,632 shares issued and outstanding at june30, 2026 and december31, 2025, respectively (see note 19)
1
1
1
1
Additional paid-in capital
6,401
6,393
6,063
6,056
Treasury stock, at cost 26,303,029 and 27,662,683 shares at june30, 2026 and december31, 2025, respectively
1,897
1,671
1,645
1,493
Accumulated other comprehensive income (loss), net of tax expense (benefit) of (286) and (377) at june30, 2026 and december31, 2025, respectively
-2,625
-2,728
-2,470
-2,609
Retained earnings
7,549
6,968
7,471
7,741
Total shareholders' equity
9,962
9,496
9,953
10,229
Noncontrolling interests
512
404
389
272
Total equity
10,474
9,900
10,342
10,501
Total liabilities and equity
367,065
339,537
352,586
353,558
Unit: Million (M) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

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Balance Sheets

Debt securities,available-for-sale, net of allowance...$52,208M Mortgage loans, net ofallowance for credit...$10,414M Policy loans(including 3,617 and 3,537...$4,484M Debt securities, atfair value under fair...$3,534M Other invested assets$3,392M Mortgage loans, at fairvalue under fair value...$595M Freestanding derivativeinstruments$422M Equity securities, atfair value$262M Separate account assets$245,387M Total investments$75,311M Reinsurance recoverable,net of allowance for...$18,331M Deferred acquisitioncosts$11,655M Market risk benefitassets, at fair value$8,046M Cash and cashequivalents$5,986M Other assets$917M Accrued investmentincome$714M Deferred income taxes,net$609M Reinsurance recoverable onmarket risk benefits,...$109M Total assets$367,065M Total liabilities andequity$367,065M Total liabilities$356,591M Total equity$10,474M Separate accountliabilities$245,387M Account values withcrediting rates$73,285M Funds withheldpayable under...$14,090M Reserves for futurepolicy benefits and...$10,634M Otherliabilities-Nonrelated Party$3,436M Market risk benefitliabilities, at fair value$3,368M Debt$2,769M Otherliabilities-Related Party$2,474M Freestanding derivativeinstruments-Freestanding Derivative$657M Repurchase agreements andsecurities lending payable$477M Collateral payable forderivative instruments$14M Total shareholders'equity$9,962M Noncontrolling interests$512M Accumulated othercomprehensive income (loss),...-$2,625M Treasury stock, at cost26,303,029 and 27,662,683...$1,897M Retained earnings$7,549M Additional paid-in capital$6,401M Series anon-cumulative preferred stock...$533M Common stock1,000,000,000 shares...$1M

Jackson Financial Inc. (JXN-PA)

Jackson Financial Inc. (JXN-PA)