Jackson Financial (JXN) Interest & Investment Income (2020 - 2026)
Jackson Financial's Interest & Investment Income was $928 million in Q2 2026, up 29.2% from $718 million a year earlier and up 25.4% from the prior quarter.
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Analysis
Jackson Financial (JXN) Interest & Investment Income (2020 - 2026) Analysis & Trends
On a trailing twelve-month basis, Jackson Financial's Interest & Investment Income was $3.35 billion through Jun 30, 2026, up 17.3% year-over-year; for FY2025, it was $3.15 billion, up 10.1% from FY2024.
- Interest & Investment Income has now increased for three consecutive years, with a five-year compound annual growth rate of 2.3% (FY2020 to FY2025).
- In earlier years, Interest & Investment Income was $2.86 billion in FY2024 (+0.3%), $2.85 billion in FY2023 (+3.9%), $2.75 billion in FY2022 (-19.8%) and $3.42 billion in FY2021 (+21.5%).
- Compared with a year earlier, Interest & Investment Income was higher in four of the last eight quarters, with growth averaging 6.6%.
- The best year-over-year quarter for Interest & Investment Income over five years was Q2 2026 (growth of 29.2%); the worst was Q1 2022 (a decline of 25.6%).
- Per Business Quant data, JXN's Interest & Investment Income in the three quarters before Q2 2026 was $740 million (Q1 2026), $822 million (Q4 2025) and $856 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | - |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | 1.76 Bn |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | 10.00 Mn |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | 1.07 Bn |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | 3.52 Bn |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | - |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | 5.00 Mn |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | 1.01 Bn |
| 10 | Jackson Financial | 8.88 Bn | -12.40 Bn | - | 928.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 928.00 Mn |
| Mar 31, 2026 | 740.00 Mn |
| Dec 31, 2025 | 822.00 Mn |
| Sep 30, 2025 | 856.00 Mn |
| Jun 30, 2025 | 718.00 Mn |
| Mar 31, 2025 | 755.00 Mn |
| Dec 31, 2024 | 654.00 Mn |
| Sep 30, 2024 | 726.00 Mn |
| Jun 30, 2024 | 748.00 Mn |
| Mar 31, 2024 | 734.00 Mn |
| Dec 31, 2023 | 744.00 Mn |
| Sep 30, 2023 | 761.00 Mn |
| Jun 30, 2023 | 642.00 Mn |
| Mar 31, 2023 | 707.00 Mn |
| Dec 31, 2022 | 724.00 Mn |
| Sep 30, 2022 | 640.00 Mn |
| Jun 30, 2022 | 692.00 Mn |
| Mar 31, 2022 | 690.00 Mn |
| Dec 31, 2021 | 856.00 Mn |
| Sep 30, 2021 | 837.00 Mn |
API Access
Jackson Financial Interest & Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=JXN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "JXN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=JXN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();