Jackson Financial JXN
NYSE JXN
$132.52 +3.14 (+2.43%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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