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 | 75.05 Bn | 67.97 Bn | - | 0.00% |
| 2 | Aflac | 63.80 Bn | 58.14 Bn | 2.51 Bn | 0.00% |
| 3 | Metlife | 60.34 Bn | 44.39 Bn | 256.00 Mn | 0.00% |
| 4 | Manulife Financial | 52.65 Bn | 53.78 Bn | - | - |
| 5 | Unum | 14.19 Bn | 4.23 Bn | 1.40 Bn | 0.02% |
| 6 | Primerica | 9.76 Bn | 9.08 Bn | 770.81 Mn | - |
| 7 | Jackson Financial | 8.17 Bn | 3.03 Bn | - | 0.12% |
| 8 | Lincoln National | 7.81 Bn | -1.09 Bn | 3.25 Bn | 0.09% |
| 9 | F&G Annuities & Life | 3.87 Bn | 1.67 Bn | 1.15 Bn | - |
| 10 | Genworth Financial | 3.84 Bn | 2.75 Bn | 553.00 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |