Short answer
Jackson Financial Inc. (JXN) filed an 8-K current report with the SEC on May 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q1 2026 results for quarter ended March 31, 2026 announced May 5, 2026.
Jackson Financial Inc. 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 31, 2026 announced May 5, 2026
- Detailed financial results furnished in Exhibit 99.1, requiring review for earnings and operating metrics
- Results include non-GAAP measures requiring reconciliation with U.S. GAAP figures
- Statutory capital data available through Jackson National Life Insurance Company filings
- Forward-looking statements highlight material execution and market risks for investors
Item EX-99.1 · Exhibit EX-99.1
- Q1 2026 retail annuity sales $5.3B, up 31%; RILA sales $2.0B, up 68%, and FIA sales $756M, up 335%
- Adjusted operating earnings $361M, or $5.15 per diluted share, versus $376M and $5.10; earnings per share benefited from repurchases
- GAAP net loss widened to $(435)M, or $(6.24) per share, driven by less favorable hedging results and market volatility
- Free cash flow $288M supported $257M returned to shareholders, including $192M repurchases and $65M dividends
- Capital remained strong with $5.5B statutory adjusted capital, 554% estimated RBC ratio, and nearly $650M holding-company liquidity
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