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.

• In Q1 2026, Invested Capital fell 25.0% year-over-year to $54.0 million; the TTM figure through Mar 2026 stood at $158.0 million (up 24.41% YoY), while the FY2025 annual figure was $35.0 million, up 150.0% from the prior year.
• Invested Capital for Q1 2026 stood at $54.0 million, up from $35.0 million in the prior quarter.
• The five-year high for Invested Capital was $72.0 million in Q1 2025, with the low 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.
• The sharpest annual moves came in 2022 and 2025: Invested Capital sank 98.31% in 2022, then soared 242.86% in 2025.
• Jackson Financial's Invested Capital stood at $36.0 million in 2022, then tumbled by 47.22% to $19.0 million in 2023, then declined by 26.32% to $14.0 million in 2024, then soared by 150.0% to $35.0 million in 2025, then jumped by 54.29% to $54.0 million in 2026.
• Business Quant data shows JXN's Invested Capital at $54.0 million in Q1 2026, $35.0 million in Q4 2025, and $29.0 million in Q3 2025.