Jackson Financial (JXN) Return on Invested Capital [ROIC] (2021 - 2026)
Jackson Financial (JXN) recorded Return on Invested Capital [ROIC] of 18.56% in Q3 2026, up 3.59 percentage points from 14.98% a year earlier and up 18.56 percentage points from the prior quarter.
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Analysis
Jackson Financial (JXN) Return on Invested Capital [ROIC] (2021 - 2026) Analysis & Trends
For FY2025, Jackson Financial reported Return on Invested Capital [ROIC] of 0.00%, down 17.49 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has declined for three straight years, with a four-year change of -41.62 percentage points (FY2021 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 17.49% in FY2024 (-0.58 pp), 18.07% in FY2023 (-42.89 pp), 60.96% in FY2022 (+19.34 pp) and 41.62% in FY2021.
- The Q3 2026 figure is the highest quarterly Return on Invested Capital [ROIC] since Q2 2024.
- On a year-over-year basis, Return on Invested Capital [ROIC] rose in two of the last eight quarters, with an average year-over-year change of -6.89 percentage points.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 35.21 percentage points in Q3 2022, against a drop of 42.63 percentage points in Q3 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at 0.00% (Q2 2026), 4.65% (Q1 2026) and 0.00% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | -11.13% |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 11.97% |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 28.24% |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 13.08% |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 21.49% |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | - |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 6.01% |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 11.58% |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 9.71% |
| 10 | Jackson Financial | 9.18 Bn | -12.56 Bn | - | 18.56% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 18.56% |
| Jun 30, 2026 | 0.00% |
| Mar 31, 2026 | 4.65% |
| Dec 31, 2025 | 0.00% |
| Sep 30, 2025 | 14.98% |
| Jun 30, 2025 | 0.00% |
| Mar 31, 2025 | 10.81% |
| Dec 31, 2024 | 17.09% |
| Sep 30, 2024 | -0.62% |
| Jun 30, 2024 | 26.95% |
| Mar 31, 2024 | 34.58% |
| Dec 31, 2023 | 17.44% |
| Sep 30, 2023 | 23.28% |
| Jun 30, 2023 | 15.70% |
| Mar 31, 2023 | 31.54% |
| Dec 31, 2022 | 58.15% |
| Sep 30, 2022 | 65.91% |
| Jun 30, 2022 | 58.32% |
| Mar 31, 2022 | 30.47% |
| Dec 31, 2021 | 34.29% |
API Access
Jackson Financial Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=JXN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "JXN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=JXN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();