Jackson Financial (JXN) Invested Capital (2020 - 2026)

Jackson Financial's Invested Capital history runs 7 years deep, the most recent figure standing at $54.0 million for Q1 2026.

• On a quarterly basis, Invested Capital fell 25.0% year-over-year to $54.0 million in Q1 2026; TTM through Mar 2026 was $158.0 million, a 24.41% increase from a year earlier, with the FY2025 full-year figure at $35.0 million, up 150.0% from the prior year.
• Invested Capital rose to $54.0 million in Q1 2026 per JXN's latest filing, from $35.0 million in the prior quarter.
• Across five years, Invested Capital topped out at $72.0 million in Q1 2025 and bottomed at $14.0 million in Q4 2024.
• The 5-year median for Invested Capital is $29.0 million (2025), against an average of $32.6 million.
• Across the five-year window, Invested Capital slumped 98.31% in 2022 and soared 242.86% in 2025, its largest moves.
• Year by year, Invested Capital stood at $36.0 million in 2022, then slumped by 47.22% to $19.0 million in 2023, then fell by 26.32% to $14.0 million in 2024, then jumped by 150.0% to $35.0 million in 2025, then surged by 54.29% to $54.0 million in 2026.
• Per Business Quant, the three latest JXN Invested Capital figures stand at $54.0 million (Q1 2026), $35.0 million (Q4 2025), and $29.0 million (Q3 2025).