JXN: Jackson Financial Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
Q3 2026 non-GAAP EPS $7.55, GAAP EPS $12.37, record retail annuity sales up 22% y/y; $281M free capital generation.
What this filing says
Jackson Financial filed slides for its third quarter 2026 earnings call on November 4, 2026. The presentation reports GAAP earnings of $847M and adjusted operating earnings of $517M, with record retail annuity sales up 22% from the prior year. The deck also highlights free capital generation of $281M and shareholder returns since the 2021 separation.
Key figures
- GAAP earnings
- $847M
- Non-GAAP earnings
- $517M
- GAAP earnings per share
- $12.37
- Non-GAAP earnings per diluted share
- $7.55
- Free capital generation
- $281M
- Retail annuity sales growth
- 22% over 3Q25
Positive for shareholders
- Retail annuity sales reached a record and rose 22% over the third quarter of 2025.
- Quarterly common dividend has been raised every year, from $0.50 to $0.90 per share.
- More than $3.5 billion has been returned to common shareholders through dividends and buybacks since separation.
Negative for shareholders
- Third quarter adjusted earnings benefited from notable items, including limited partnership income outperformance and a lower tax rate than guidance.
- Book value and earnings per share figures are reported on both GAAP and non-GAAP bases, so headline figures differ.
Written by Quantisnow AI from this filing. Not financial advice.
Form 8-K cover page
Key terms
- Free capital generation:
- Statutory after-tax capital the insurance subsidiary produces, adjusted for changes in the capital level regulators require.
- Adjusted operating earnings:
- A non-GAAP profit measure that excludes certain one-time or unusual items to show ongoing performance.
- RILA:
- Registered index-linked annuity, a product whose returns are tied in part to a market index with set limits.
- Limited partnership income:
- Returns from investments held through limited partnerships, which can vary from quarter to quarter.
FAQ
When is Jackson Financial's third quarter 2026 earnings call?
The call is scheduled for Wednesday, November 4, 2026, at 10:00 a.m. Eastern Time, with the slides furnished as Exhibit 99.1.
How did Jackson Financial's retail annuity sales change in the third quarter?
The presentation says retail annuity sales were a record and rose more than 22% over the third quarter of 2025.
Historical context for JXN
Across the 25 sessions after earlier JXN headlines, the stock closed higher 13 times and lower 12 times, with a median move of 2.0% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | JXN | SPY |
|---|---|---|---|
| Nov 4, 2026 | Jackson Announces Outstanding Third Quarter 2026 Resultsand 1 other headline that session | -2.3% | +1.7% |
| Nov 2, 2026 | Jackson Announces New Annuity Offering for AARP Members | +2.0% | -0.5% |
| Oct 29, 2026 | Jackson Hosts Legal & Compliance Executive Council to Strengthen Industry Collaboration | +1.1% | -0.4% |
| Oct 28, 2026 | QVT Issues Second Report on Jackson Financial (JXN) Subsidiary Brooke Life Reinsurance Co. Underscoring Near-Term Liquidity Challenges | -0.4% | +0.3% |
| Oct 26, 2026 | Jackson Launches Suite of Fixed Index Annuities Focused on Accumulation | +1.9% | +0.7% |
| Oct 15, 2026 | Don Templin Elected to Jackson’s Board of Directors | +1.2% | +0.3% |
Keep researching JXN
- What is Form 8-K?The SEC "current report" a public company files to disclose material events, generally within four business days of the event.
- Form 8-K explainedWhat a Form 8-K is, when it is due, and what each key item number means, from 1.01 material agreements and 2.02 earnings to 4.02 restatements and 5.02 executive changes.
- JXN insider tradesEvery buy and sale reported by Jackson Financial Inc. officers, directors and large holders.
- JXN earnings historyPast Jackson Financial Inc. earnings releases, newest first.
- JXN financial statementsRevenue, profit, cash flow and balance sheet from Jackson Financial Inc.'s SEC filings.
- JXN dividend historyDividends Jackson Financial Inc. has declared, with ex-dates and payment dates.
- Market cap
- 30-day
- Sector
- Finance
- Industry
- Life Insurance
- Listed since
- 2021
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