Jackson Financial (JXN) Return on Invested Capital (2021 - 2026)
Jackson Financial (JXN) posted quarterly Return on Invested Capital of 0.12% for Q1 2026, down 31.0% year-over-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.
- In Q1 2026, Return on Invested Capital fell 31.0% year-over-year to 0.12%; the TTM figure through Mar 2026 stood at 0.12% (down 31.0% YoY), while the FY2025 annual figure was 0.81%, down 247.0% from the prior year.
- Return on Invested Capital for Q1 2026 stood at 0.12%, up from 0.12% in the prior quarter.
- The five-year high for Return on Invested Capital was 0.43% in Q1 2025, with the low 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%.
- Peak annual rise in Return on Invested Capital reached 25 bps in 2025, while the deepest fall reached 69 bps in 2025.
- Jackson Financial's Return on Invested Capital stood at 0.22% in 2022, then fell by 11 bps to 0.19% in 2023, then surged by 79 bps to 0.35% in 2024, then plunged by 135 bps to 0.12% in 2025, then soared by 204 bps to 0.12% in 2026.
- Business Quant data shows JXN's Return on Invested Capital at 0.12% in Q1 2026, 0.12% in Q4 2025, and 0.19% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 70.91 Bn | 51.00 Bn | - | - |
| 2 | Metlife | 60.57 Bn | 33.25 Bn | 7.82 Bn | 0.00% |
| 3 | Aflac | 58.53 Bn | -44.47 Bn | 2.27 Bn | 0.00% |
| 4 | Prudential | 36.24 Bn | 27.92 Bn | - | 0.00% |
| 5 | Unum | 13.96 Bn | 4.41 Bn | 1.38 Bn | 0.05% |
| 6 | Primerica | 9.20 Bn | 8.57 Bn | 717.74 Mn | - |
| 7 | Jackson Financial | 9.15 Bn | 3.17 Bn | - | -1.31% |
| 8 | Lincoln National | 8.14 Bn | -3.54 Bn | 2.62 Bn | 0.05% |
| 9 | Genworth Financial | 3.77 Bn | 1.78 Bn | 668.00 Mn | - |
| 10 | Brighthouse Financial | 3.00 Bn | -5.06 Bn | 1.03 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -1.31% |
| 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% |