Jackson Financial (JXN-PA) Invested Capital (2019 - 2026)
Jackson Financial (JXN-PA) recorded quarterly Invested Capital of $11.9 billion in Q1 2026, down 3.6% quarter-over-quarter from $12.4 billion in Q4 2025, and down 5.0% on a YoY basis from $12.6 billion in Q1 2025.
Jackson Financial (JXN-PA) Invested Capital (2019 - 2026) Analysis & Trends
Jackson Financial's Invested Capital history runs 8 years deep, the most recent figure standing at $11.9 billion for Q1 2026.
- In Q1 2026, Invested Capital fell 5.0% year-over-year to $11.9 billion; the TTM figure through Mar 2026 stood at $11.9 billion (down 5.0% YoY), while the FY2025 annual figure was $12.4 billion, up 2.96% from the prior year.
- Invested Capital was $11.9 billion for Q1 2026 at Jackson Financial, down from $12.4 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $13.6 billion in Q3 2022 to a low of $11.5 billion in Q1 2022.
- Historically, Invested Capital has averaged $12.4 billion across 5 years, with a median of $12.4 billion in 2025.
- The sharpest annual moves came in 2022 and 2023: Invested Capital rose 15.74% in 2022, then declined 7.88% in 2023.
- A 5-year view of Invested Capital shows it stood at $12.0 billion in 2022, then increased by 2.98% to $12.4 billion in 2023, then declined by 2.87% to $12.0 billion in 2024, then gained by 2.96% to $12.4 billion in 2025, then retreated by 3.6% to $11.9 billion in 2026.
- The last three Invested Capital figures came in at $11.9 billion (Q1 2026), $12.4 billion (Q4 2025), and $12.5 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 575.36 Bn | 575.36 Bn | - | 38.69 Bn |
| 2 | Aflac | 60.03 Bn | 54.38 Bn | 1.48 Bn | 37.87 Bn |
| 3 | Metlife | 56.29 Bn | 40.35 Bn | 256.00 Mn | 42.04 Bn |
| 4 | Unum | 14.92 Bn | 4.96 Bn | 1.40 Bn | 10.89 Bn |
| 5 | Globe Life | 12.80 Bn | 12.12 Bn | 1.45 Bn | 6.23 Bn |
| 6 | Primerica | 8.79 Bn | 8.79 Bn | 770.81 Mn | 2.52 Bn |
| 7 | Jackson Financial | 7.51 Bn | 1.68 Bn | - | 11.93 Bn |
| 8 | Lincoln National | 6.95 Bn | -8.74 Bn | 3.25 Bn | 16.18 Bn |
| 9 | CNO Financial | 4.67 Bn | 4.33 Bn | 754.30 Mn | 2.50 Bn |
| 10 | Jackson Financial | - | - | - | 11.93 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 11.93 Bn |
| Dec 31, 2025 | 12.37 Bn |
| Sep 30, 2025 | 12.53 Bn |
| Jun 30, 2025 | 12.63 Bn |
| Mar 31, 2025 | 12.56 Bn |
| Dec 31, 2024 | 12.02 Bn |
| Sep 30, 2024 | 12.94 Bn |
| Jun 30, 2024 | 12.32 Bn |
| Mar 31, 2024 | 12.39 Bn |
| Dec 31, 2023 | 12.37 Bn |
| Sep 30, 2023 | 12.89 Bn |
| Jun 30, 2023 | 12.06 Bn |
| Mar 31, 2023 | 12.10 Bn |
| Dec 31, 2022 | 12.01 Bn |
| Sep 30, 2022 | 13.58 Bn |
| Jun 30, 2022 | 13.09 Bn |
| Mar 31, 2022 | 11.55 Bn |
| Dec 31, 2021 | 10.97 Bn |
| Sep 30, 2021 | 11.92 Bn |
| Jun 30, 2021 | 11.31 Bn |