JXN at a glance
Jackson Financial Inc. (JXN, SEC CIK 1822993) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Jackson Financial Inc. (JXN) reported revenue of $6.7 billion (up 104.3% from FY2024) and net income of $27.0 million. Diluted EPS was -$0.24.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Jackson Financial Inc. (JXN) shares worth $3.1 billion in 13F-HR filings.
- In the last 90 days, JXN insiders reported 0 open-market purchases ($0) and 2 open-market sales ($1.7M) on Form 4, a net sale of $1.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $6.7B
- +104.3% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$1.7M
- 13F holders
- 32 funds
- $3.1B · +1 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Market risk sensitivity to 100 basis point interest rate shift affecting net present values of interest rate sensitive exposures
- Equity market risk tied to 10% fluctuations in equity prices impacting estimated fair value of equity holdings
- No material foreign currency exposure due to current portfolio structure and holdings
- Sensitivity analysis based on balance sheet as of December 31, 2025 and 2024, not predictive of future results
Business Overview
- Core business model: Life insurance and financial services provider with a focus on insurance and investment products
- No new products, services, or segments explicitly introduced or emphasized in the filing text
- Strategic update: Adoption of Insider Trading Policy on July 23, 2021, reflecting enhanced corporate governance compliance
- Notable quantitative data: Multiple amended and restated corporate governance documents filed between 2022-2024, reflecting ongoing regulatory updates
- Unusual fact: Extensive referencing of equity award agreements (Restricted Share Units, Performance Units) and several executive retirement and separation agreements dated 2024-2026
Management Discussion & Analysis
- No revenue, profit, or segment performance data disclosed in provided text
- Management states contingent liabilities unlikely to materially impact financial position
- Discussion covers accounting treatment of variable interest entities (VIEs) consolidation only
AI summary of the JXN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability or margin percentages disclosed
- Cash flow, cash position, and capital deployment details not included
- Critical estimates: policy reserves, market risk benefits, reinsurance, taxes, investments, derivatives
- Off-balance-sheet commitments: revolving credit facility and unfunded partnership investments
Risk Factors
- No material changes to 2025 Annual Report risk factors
- Regulatory and compliance risks carried forward from the 2025 Annual Report
- Operational and competitive risks unchanged from the 2025 Annual Report
- Financial risks, including liquidity, debt maturities, currency exposure, and concentration, unchanged from the 2025 Annual Report
AI summary of the JXN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026; press release issued August 3, 2026
- Key financial figures and operating drivers reside in Exhibit 99.1, requiring review for investment implications
Item EX-99.1: Item EX-99.1
- Record Q2 adjusted operating earnings of $513 million, or $7.30 diluted EPS, up from $350 million and $4.87
- Retail annuity sales rose 34% to $5.9 billion, led by record RILA sales of $2.3 billion, up 69%
Item EX-99.1: Item EX-99.1
- Q2 2026 GAAP earnings $644M and non-GAAP earnings $513M, with record non-GAAP EPS of $7.30
- Adjusted operating earnings $618M, or $7.30 diluted EPS, rising to $7.68 excluding notable items and taxes
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 supports Jackson Financial’s second-quarter 2026 earnings call scheduled for August 4, 2026, at 10:00 a.m. Eastern
- Investor-relevant financial data and management outlook are contained in the accompanying presentation rather than this filing section
Item 7.01: Regulation FD Disclosure
- Jackson Financial announced executive leadership changes on July 22, 2026
- Leadership transition may affect strategy, execution, and investor confidence
Item EX-99.1: Item EX-99.1
- Laura Prieskorn retiring as CEO at 2026 year-end after nearly 40 years with Jackson
- Don Cummings becomes President and CEO, plus board member, effective October 1, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO Laura Prieskorn retiring September 30, 2026, with advisory support through December 31, 2026
- CFO Don Cummings succeeding Prieskorn as CEO, President, and director effective October 1, 2026
AI summaries of JXN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JXN
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- Fund moves. Which tracked funds opened, added or cut JXN, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cummings Don W | A | Sep 24, 2026 | 13.24 | - |
| Cummings Don W | A | Sep 24, 2026 | 45.3 | - |
| Raub Christopher | A | Sep 24, 2026 | 52.89 | - |
| Cummings Don W | A | Sep 24, 2026 | 21.31 | - |
| Raub Christopher | A | Sep 24, 2026 | 18.27 | - |
| KANDARIAN STEVEN A | A | Sep 24, 2026 | 784.15 | - |
| Raub Christopher | A | Sep 24, 2026 | 25.29 | - |
| Raub Christopher | A | Sep 24, 2026 | 18.95 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $3.2B | $3.3B | $6.7B | |
| Net Income | $934.0M | $946.0M | $27.0M | |
| Net Margin | 29.6% | 28.9% | 0.4% | |
| Balance Sheet | ||||
| Total Assets | $330.3B | $338.4B | $352.6B | |
| Equity | $10.2B | $9.8B | $10.0B | |
| ROE | 9.2% | 9.7% | 0.3% | |
| Per Share | ||||
| EPS | $10.76 | $11.74 | $-0.24 | |
| Cash Flow | ||||
| Operating CF | $5.3B | $5.8B | $5.8B | |
Source: XBRL data in Jackson Financial Inc. (JXN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JXN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $3.11B |
| Q1 2026 | 31 | $3.22B |
| Q4 2025 | 28 | $3.30B |
| Q3 2025 | 30 | $3.30B |
| Q2 2025 | 31 | $2.95B |
| Q1 2025 | 25 | $2.17B |
| Q4 2024 | 20 | $1.89B |
| Q3 2024 | 20 | $1.15B |
- Citadel Advisors LLC+238.0K (+732%)
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- Citigroup+117.3K (+67%)
- Two Sigma Investments+90.7K (+46%)
- Wells Fargo & Co+72.3K (+37%)
- BNY Mellon−260.0K (-29%)
- JPMorgan Chase & Co−145.8K (-30%)
- Goldman Sachs Group−105.5K (-6%)
- BlackRock−100.1K (-1%)
- Prudential Financial−73.7K (-45%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 217 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JXN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
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JXN SEC filings: frequently asked questions
Are JXN insiders buying or selling?
In the last 90 days, Jackson Financial Inc. (JXN) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $1.7 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold JXN stock?
As of June 30, 2026, the largest Jackson Financial Inc. (JXN) holders among the 13F filers tracked by SignalX were BlackRock ($696.3 million), Vanguard Portfolio Management LLC ($557.6 million), Dimensional Fund Advisors ($421.6 million), Vanguard Capital Management LLC ($321.1 million), State Street Corp ($304.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JXN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Jackson Financial Inc. (JXN) reported revenue of $6.7 billion (up 104.3% from FY2024) and net income of $27.0 million. Diluted EPS was -$0.24. The figures come from the XBRL data in the 10-K.
What are the main risks in JXN's latest 10-K?
In the 10-K filed February 24, 2026, Jackson Financial Inc. (JXN) flagged: Market risk sensitivity to 100 basis point interest rate shift affecting net present values of interest rate sensitive exposures. Equity market risk tied to 10% fluctuations in equity prices impacting estimated fair value of equity holdings. (AI summary of the Risk Factors section.)
What did JXN report in its latest 8-K?
Jackson Financial Inc. (JXN) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results covered quarter ended June 30, 2026; press release issued August 3, 2026.
What are the latest JXN SEC filings?
Jackson Financial Inc. (JXN) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on September 28, 2026.
What is JXN's SEC CIK number?
Jackson Financial Inc. (JXN)'s SEC Central Index Key (CIK) is 1822993. EDGAR lists every JXN filing under that number.
Ask anything about JXN
The research agent reads JXN's filings, financials, insider trades and 13F holders, then answers with sources.