Jackson Financial (JXN-PA) Tax Rate (2020 - 2026)

Jackson Financial (JXN-PA) recorded quarterly Tax Rate of 5.0% in Q1 2026, down 110.41% quarter-over-quarter from 48.04% in Q4 2025, and up 88.0% on a YoY basis from 2.66% in Q1 2025.

Jackson Financial (JXN-PA) Tax Rate (2020 - 2026) Analysis & Trends

Jackson Financial's Tax Rate history runs 7 years deep, the most recent figure standing at 5.0% for Q1 2026.

  • In Q1 2026, Tax Rate rose 88.0% year-over-year to 5.0%; the TTM figure through Mar 2026 stood at 33.6% (up 8654.0% YoY), while the FY2025 annual figure was 163.16%, up 15866.0% from the prior year.
  • Tax Rate was 5.0% for Q1 2026 at Jackson Financial, down from 48.04% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 48.04% in Q4 2025 to a low of 26.39% in Q3 2025.
  • Historically, Tax Rate has averaged 13.59% across 5 years, with a median of 16.72% in 2023.
  • Biggest YoY gain for Tax Rate was 4226 bps in 2025; the steepest drop was 4591 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 24.66% in 2022, then fell by 18 bps to 20.2% in 2023, then plunged by 71 bps to 5.79% in 2024, then soared by 730 bps to 48.04% in 2025, then plunged by 110 bps to 5.0% in 2026.
  • The last three Tax Rate figures came in at 5.0% (Q1 2026), 48.04% (Q4 2025), and 26.39% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Manulife Financial 568.62 Bn 568.62 Bn - -
2 Aflac 59.20 Bn 53.55 Bn 1.48 Bn 16.82%
3 Metlife 55.45 Bn 39.51 Bn 256.00 Mn 22.89%
4 Unum 14.44 Bn 4.48 Bn 1.40 Bn 23.36%
5 Globe Life 12.48 Bn 11.80 Bn 1.45 Bn 19.04%
6 Primerica 8.62 Bn 8.62 Bn 770.81 Mn 23.78%
7 Jackson Financial 7.51 Bn 1.67 Bn - -5.00%
8 Lincoln National 6.79 Bn -8.89 Bn 3.25 Bn 30.08%
9 CNO Financial 4.58 Bn 4.24 Bn 754.30 Mn 22.11%
10 Jackson Financial - - - -5.00%

Historic Data

Download Data
DateValue
Mar 31, 2026 -5.00%
Mar 31, 2026 -5.00%
Dec 31, 2025 48.04%
Dec 31, 2025 48.04%
Sep 30, 2025 -26.39%
Sep 30, 2025 -26.39%
Jun 30, 2025 2.12%
Jun 30, 2025 2.12%
Mar 31, 2025 -5.88%
Mar 31, 2025 -5.88%
Dec 31, 2024 5.79%
Dec 31, 2024 5.79%
Sep 30, 2024 19.52%
Sep 30, 2024 19.52%
Jun 30, 2024 11.32%
Jun 30, 2024 11.32%
Mar 31, 2024 11.18%
Mar 31, 2024 11.18%
Dec 31, 2023 20.20%
Dec 31, 2023 20.20%