Jackson Financial INC

Market Movers (8-K)

NYSE
Jackson Financial Inc. announced its second quarter 2026 financial results, highlighting record Non-GAAP earnings per share and significant capital returns to shareholders.
NYSE
Jackson Financial Inc. announced record second quarter 2026 results, driven by a significant increase in retail annuity sales, particularly RILA and FIA products, leading to substantial growth in net income and adjusted operating earnings.
Better than expected
NYSE
Jackson Financial Inc. has announced a planned leadership transition with Laura Prieskorn retiring as CEO and President, succeeded by Don Cummings, while Brian Walta steps into the CFO role.
NYSE
Jackson Financial Inc. has entered into a new $1.25 billion revolving credit agreement, replacing its existing facility and enhancing its financial flexibility.
NYSE
Jackson Financial Inc. announced the immediate resignation of board member Gregory T. Durant due to health reasons.
NYSE
Jackson Financial Inc. announced the issuance of $750 million in Senior Notes due 2037, with proceeds intended for general corporate purposes, including potential debt repayment.
Capital raise

Quarterly Earnings (10-Q)

NYSE
Jackson Financial Inc. announced robust Q2 2026 results, driven by significant growth in Retail Annuities and improved net investment income.
Better than expected
NYSE
Jackson Financial Inc. reported a net loss attributable to common shareholders of $435 million for the first quarter of 2026, a significant decrease from the prior year's loss of $35 million, primarily driven by unfavorable changes in derivative and investment gains/losses.
Worse than expected
NYSE
Jackson Financial Inc. reported a significant turnaround in Q3 net income and EPS, driven by favorable market risk benefit movements and strong sales growth, while reaffirming its commitment to capital returns.
Better than expected
NYSE
Jackson Financial Inc. reports a significant GAAP net income decline for Q2 2025, but stable adjusted operating earnings and increased capital returns to shareholders, driven by strong sales in fixed and institutional annuities.
Worse than expected
Capital raise
NYSE
Jackson Financial Inc. reports a net loss for Q1 2025, driven by market volatility, despite an increase in adjusted operating earnings.
Worse than expected
NYSE
Jackson Financial Inc. experienced a net loss in Q3 2024, primarily due to market volatility impacting its derivatives and market risk benefits, despite growth in fee income and sales.
Worse than expected

Annual Reports (10-K)

NYSE
Jackson Financial Inc. reports a net loss for 2025 but demonstrates strong adjusted operating earnings and strategic capital management initiatives, including a new partnership with TPG and increased share repurchases.
Worse than expected
Capital raise
NYSE
Jackson Financial Inc. announces solid 2024 financial results, highlighting increased sales, AUM growth, and a commitment to returning capital to shareholders.
NYSE
Jackson Financial's 10-K filing details the company's capital stock, voting rights, and other corporate governance matters.

Insider Trading (Form 4)

NYSE
Jackson Financial Inc. Director Esta E. Stecher acquired 430.37 shares of common stock through dividend equivalent units.
NYSE
Jackson Financial Inc. Director Russell G. Noles reported the acquisition of common stock through dividend equivalent units.
NYSE
Jackson Financial Inc. Director Martin J. Lippert acquired 399.4 shares of common stock through dividend equivalent units.
NYSE
Jackson Financial Inc. Director Drew Lawton acquired 252.09 common shares through dividend equivalents on restricted share units.
NYSE
Derek G. Kirkland, a Director at Jackson Financial Inc., reported the acquisition of 124.74 shares of common stock on June 25, 2026.
NYSE
Jackson Financial Inc. director Steven A. Kandarian received additional restricted share units as dividend equivalents on June 25, 2026.

Proxy Statements (Def-14A)

NYSE
Jackson Financial Inc. reports record annuity sales of $19.7 billion and announces a strategic partnership with TPG to accelerate growth in spread-based products.
Better than expected
NYSE
Jackson Financial Inc. announces its 2024 Annual Meeting of Shareholders to be held on May 23, 2024, outlining key proposals for voting.
NYSE
Jackson Financial Inc. reports a successful 2024, exceeding financial targets and increasing capital return to shareholders, with a positive outlook for 2025.
Better than expected
NYSE
Jackson Financial Inc. announces its 2024 Annual Meeting and provides details on voting procedures and proposals.
NYSE
Jackson Financial Inc. reports exceeding its 2023 financial targets and anticipates a more than 22% increase in capital return to shareholders in 2024.
Better than expected

Institutional Holdings (13F)

NYSE
Jackson Financial Inc. filed a Form 13F-NT notice, indicating its investment holdings are reported by affiliated managers for the quarter ended March 31, 2026.
NYSE
Jackson Financial Inc. has filed a Form 13F-NT, indicating its holdings for the quarter ended December 31, 2025, are reported by other managers.
NYSE
Jackson Financial Inc. filed a Form 13F-NT for the quarter ended September 30, 2025, indicating its holdings are reported by other managers.
NYSE
Jackson Financial Inc. filed a Form 13F-NT for the quarter ended June 30, 2025, indicating its investment holdings are reported by affiliated managers.
NYSE
Jackson Financial Inc. reports no holdings for the quarter ended March 31, 2025, with all holdings reported by other managers.
NYSE
Jackson Financial Inc. reports no holdings for the quarter ended December 31, 2024, in its latest 13F filing.

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management reports beneficial ownership of 3,693,035 shares, representing 5.22% of Jackson Financial Inc.'s common stock as of March 31, 2026.
NYSE
Vanguard Portfolio Management has reported a beneficial ownership of 7.79% in Jackson Financial Inc. common stock as of March 31, 2026.
NYSE
The Vanguard Group reported a 0% beneficial ownership in Jackson Financial Inc. following an internal realignment, marking a significant change in its reported stake.
Worse than expected
NYSE
TPG GP A, LLC, James G. Coulter, and Jon Winkelried have jointly reported a beneficial ownership of 6.7% in Jackson Financial Inc., totaling 4,715,554 shares.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed an amended Schedule 13G, disclosing a combined beneficial ownership of 2.23% of Jackson Financial Inc.'s Class A common stock as of March 31, 2025.