Jackson Financial JXN
NYSE JXN
$129.88 +0.74 (+0.57%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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%