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Jackson Financial Inc. key statistics and ratios

In fiscal 2025, Jackson Financial Inc. had return on equity of 0.3%, a net margin of 0.4% and debt equal to 20.4% of equity. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2019Dec 20192020Dec 20202021Dec 20212022Dec 20222023Dec 20232024Dec 20242025Dec 2025LTMJun 2026
Net margin−14.3%−46.1%53.7%62.8%30.3%28.9%0.4%1.6%
Return on equity−6.8%−22.9%39.4%62.6%9.6%9.5%0.3%1.0%
Return on assets—−0.5%0.9%1.8%0.3%0.3%0.0%0.0%
Asset turnover—0.010.020.030.010.010.020.02
Debt to equity0.0%4.6%25.5%31.4%29.6%20.8%20.4%27.8%
Effective tax rate——16.5%19.5%0.4%4.5%——
Dividends ÷ net income——1.5%3.0%21.5%22.3%825.9%227.2%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

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Figures from Jackson Financial Inc.'s SEC filings (10-K and 10-Q), retrieved October 26, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Jackson Financial Inc.