Jackson Financial Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026 with the U.S. Securities and Exchange Commission on November 3, 2026, reporting condensed consolidated financial results for the three and nine months ended September 30, 2026.

Key Highlights

  • Total assets of $358.359 billion as of September 30, 2026, compared to $352.586 billion at December 31, 2025, according to the filing.
  • Total revenues of $1.542 billion for the three months ended September 30, 2026, up from $1.416 billion in the same period of 2025, the company disclosed.
  • Fee income of $2.031 billion for the third quarter of 2026, compared to $2.025 billion for the third quarter of 2025, per the filing.
  • Total net investment income of $886 million for the three months ended September 30, 2026, versus $856 million for the same period in 2025, according to the registrant.
  • Total shareholders' equity declined to $8.481 billion at September 30, 2026, from $9.953 billion at December 31, 2025, the filing reported.
  • 66,059,174 shares of common stock outstanding as of October 23, 2026, per the cover page of the filing.
  • Separate account assets of $237.319 billion as of September 30, 2026, compared to $236.496 billion at December 31, 2025, the company disclosed.

Jackson Financial's Third-Quarter 2026 Balance Sheet and Income Statement Overview

Jackson Financial Inc. (NYSE:JXN), a Delaware-incorporated insurer headquartered in Lansing, Michigan, reported total assets of $358.359 billion as of September 30, 2026, an increase from $352.586 billion at December 31, 2025, according to the filing. Total investments grew to $77.270 billion from $69.233 billion over the same period, driven in part by an increase in debt securities available-for-sale, which carried an amortized cost of $60.186 billion at quarter-end compared to $50.491 billion at year-end 2025. Mortgage loans net of allowances rose to $10.711 billion from $9.887 billion.

On the income statement, the company disclosed total revenues of $4.612 billion for the nine months ended September 30, 2026, compared to $4.695 billion for the same period in 2025. Total net gains (losses) on derivatives and investments were negative $1.421 billion for the third quarter of 2026 and negative $4.081 billion for the nine months ended September 30, 2026, per the filing. Market risk benefits (gains) losses, net, were a gain of $1.071 billion for the three months ended September 30, 2026, compared to a gain of $226 million in the prior-year quarter, according to the registrant.

Total liabilities stood at $349.355 billion at September 30, 2026, up from $342.244 billion at December 31, 2025. Other contract holder funds increased to $76.249 billion from $67.663 billion, while funds withheld payable under reinsurance treaties decreased to $13.066 billion from $14.960 billion, the filing disclosed. Accumulated other comprehensive loss, net of tax, widened to $(4.664) billion from $(2.470) billion at December 31, 2025. Retained earnings were reported at $8.335 billion as of September 30, 2026, compared to $7.471 billion at year-end 2025. Treasury stock increased to $2.128 billion, reflecting 28,039,973 shares held at cost as of September 30, 2026, versus 27,662,683 shares at December 31, 2025.

What Was Disclosed

Jackson Financial Inc. filed a Form 10-Q for the quarter ended September 30, 2026, disclosing condensed consolidated balance sheet data, income statement results for the three and nine months ended September 30, 2026 and 2025, and related notes covering investments, reinsurance, market risk benefits, and equity activity.