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
DateValue
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