Jackson Financial (JXN) Invested Capital (2020 - 2026)
Jackson Financial (JXN) posted Invested Capital of $13.3 billion for Q2 2026, up 8.2% on a QoQ basis from $12.3 billion in Q1 2026, and up 4.2% year-over-year from $12.8 billion in Q2 2025.
Analysis
Jackson Financial (JXN) Invested Capital (2020 - 2026) Analysis & Trends
Jackson Financial has reported Invested Capital for 7 years, with the latest figure at $13.3 billion in Q2 2026.
- On a quarterly basis, Invested Capital rose 4.2% year-over-year to $13.3 billion in Q2 2026; TTM through Jun 2026 was $13.3 billion, a 4.2% increase from a year earlier, with the FY2025 full-year figure at $12.5 billion, up 2.34% from the prior year.
- Invested Capital was $13.3 billion for Q2 2026 at Jackson Financial, up from $12.3 billion in the prior quarter.
- The five-year high for Invested Capital was $14.6 billion in Q3 2022, with the low at $12.1 billion in Q1 2022.
- Average Invested Capital over 5 years is $12.9 billion, with a median of $12.7 billion recorded in 2022.
- The sharpest annual moves came in 2022 and 2023: Invested Capital gained 24.76% in 2022, then decreased 8.75% in 2023.
- Over 5 years, Invested Capital stood at $12.7 billion in 2022, then rose by 3.39% to $13.2 billion in 2023, then retreated by 7.52% to $12.2 billion in 2024, then advanced by 2.34% to $12.5 billion in 2025, then grew by 6.97% to $13.3 billion in 2026.
- The last three Invested Capital figures came in at $13.3 billion (Q2 2026), $12.3 billion (Q1 2026), and $12.5 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - | 51.93 Bn |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn | 33.81 Bn |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - | 27.72 Bn |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn | 9.38 Bn |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn | 4.70 Bn |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn | 19.01 Bn |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn | - |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - | 13.33 Bn |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn | 3.68 Bn |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn | 18.61 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 13.33 Bn |
| Mar 31, 2026 | 12.32 Bn |
| Dec 31, 2025 | 12.47 Bn |
| Sep 30, 2025 | 12.65 Bn |
| Jun 30, 2025 | 12.80 Bn |
| Mar 31, 2025 | 12.97 Bn |
| Dec 31, 2024 | 12.18 Bn |
| Sep 30, 2024 | 13.09 Bn |
| Jun 30, 2024 | 12.45 Bn |
| Mar 31, 2024 | 12.50 Bn |
| Dec 31, 2023 | 13.17 Bn |
| Sep 30, 2023 | 13.37 Bn |
| Jun 30, 2023 | 12.61 Bn |
| Mar 31, 2023 | 12.68 Bn |
| Dec 31, 2022 | 12.74 Bn |
| Sep 30, 2022 | 14.65 Bn |
| Jun 30, 2022 | 13.74 Bn |
| Mar 31, 2022 | 12.09 Bn |
| Dec 31, 2021 | 11.90 Bn |
| Sep 30, 2021 | 15.13 Bn |