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| Date | Value |
|---|---|
| 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% |