Jackson Financial (JXN) Return on Invested Capital (2021 - 2026)

Jackson Financial's (JXN) quarterly Return on Invested Capital came in at 0.12% in Q1 2026, down 31.0% year-on-year from 0.18% in Q1 2025, and up 203.69% quarter-over-quarter from 0.12% in Q4 2025.

Jackson Financial (JXN) Return on Invested Capital (2021 - 2026) Analysis & Trends

Jackson Financial's Return on Invested Capital history runs 6 years deep, the most recent figure standing at 0.12% for Q1 2026.

  • On a quarterly basis, Return on Invested Capital fell 31.0% year-over-year to 0.12% in Q1 2026; TTM through Mar 2026 was 0.12%, a 31.0% decrease from a year earlier, with the FY2025 full-year figure at 0.81%, down 247.0% from the prior year.
  • Return on Invested Capital improved to 0.12% in Q1 2026 per JXN's latest filing, from 0.12% in the prior quarter.
  • Across five years, Return on Invested Capital topped out at 0.43% in Q1 2025 and bottomed at 0.45% in Q2 2025.
  • The 5-year median for Return on Invested Capital is 0.18% (2023), against an average of 0.13%.
  • Biggest YoY gain for Return on Invested Capital was 25 bps in 2025; the steepest drop was 69 bps in 2025.
  • Year by year, Return on Invested Capital stood at 0.22% in 2022, then retreated by 11 bps to 0.19% in 2023, then soared by 79 bps to 0.35% in 2024, then tumbled by 135 bps to 0.12% in 2025, then jumped by 204 bps to 0.12% in 2026.
  • Per Business Quant, the three latest JXN Return on Invested Capital figures stand at 0.12% (Q1 2026), 0.12% (Q4 2025), and 0.19% (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 Prudential 75.52 Bn 67.19 Bn - 0.00%
2 Manulife Financial 73.41 Bn 73.41 Bn - -
3 Aflac 64.74 Bn 59.09 Bn 2.51 Bn 0.00%
4 Metlife 62.12 Bn 45.97 Bn 256.00 Mn 0.00%
5 Unum 14.10 Bn 4.14 Bn 1.40 Bn 0.02%
6 Primerica 10.02 Bn 9.34 Bn 770.81 Mn -
7 Jackson Financial 8.42 Bn 2.88 Bn - 0.12%
8 Lincoln National 7.91 Bn -987.23 Mn 3.25 Bn 0.09%
9 F&G Annuities & Life 3.93 Bn 1.61 Bn 1.15 Bn -
10 Genworth Financial 3.85 Bn 1.73 Bn 553.00 Mn -

Historic Data

Download Data
DateValue
Mar 31, 2026 0.12%
Dec 31, 2025 -0.12%
Sep 30, 2025 0.19%
Jun 30, 2025 -0.45%
Mar 31, 2025 0.43%
Dec 31, 2024 0.35%
Sep 30, 2024 0.26%
Jun 30, 2024 0.25%
Mar 31, 2024 0.19%
Dec 31, 2023 0.19%
Sep 30, 2023 0.17%
Jun 30, 2023 0.17%
Mar 31, 2023 0.18%
Dec 31, 2022 0.22%
Sep 30, 2022 0.03%
Jun 30, 2022 0.01%
Mar 31, 2022 0.01%
Dec 31, 2021 0.01%
Sep 30, 2021 0.02%
Jun 30, 2021 0.07%