Jackson Financial (JXN) Tax Rate (2020 - 2026)
Jackson Financial (JXN) posted quarterly Tax Rate of 5.0% for Q1 2026, up 88.0% year-over-year from 2.66% in Q1 2025, and down 110.41% quarter-over-quarter from 48.04% in Q4 2025.
Jackson Financial (JXN) Tax Rate (2020 - 2026) Analysis & Trends
Jackson Financial's Tax Rate history runs 7 years deep, the most recent figure standing at 5.0% for Q1 2026.
- In Q1 2026, Tax Rate rose 88.0% year-over-year to 5.0%; the TTM figure through Mar 2026 stood at 33.6% (up 8654.0% YoY), while the FY2025 annual figure was 163.16%, up 15866.0% from the prior year.
- Tax Rate for Q1 2026 stood at 5.0%, down from 48.04% in the prior quarter.
- The five-year high for Tax Rate was 48.04% in Q4 2025, with the low at 26.39% in Q3 2025.
- The 5-year median for Tax Rate is 16.72% (2023), against an average of 13.59%.
- Peak annual rise in Tax Rate reached 4226 bps in 2025, while the deepest fall reached 4591 bps in 2025.
- Jackson Financial's Tax Rate stood at 24.66% in 2022, then declined by 18 bps to 20.2% in 2023, then tumbled by 71 bps to 5.79% in 2024, then surged by 730 bps to 48.04% in 2025, then tumbled by 110 bps to 5.0% in 2026.
- Business Quant data shows JXN's Tax Rate at 5.0% in Q1 2026, 48.04% in Q4 2025, and 26.39% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 70.91 Bn | 51.00 Bn | - | - |
| 2 | Metlife | 60.57 Bn | 33.25 Bn | 7.82 Bn | 24.73% |
| 3 | Aflac | 58.53 Bn | -44.47 Bn | 2.27 Bn | 17.09% |
| 4 | Prudential | 36.24 Bn | 27.92 Bn | - | 12.40% |
| 5 | Unum | 13.96 Bn | 4.41 Bn | 1.38 Bn | 22.03% |
| 6 | Primerica | 9.20 Bn | 8.57 Bn | 717.74 Mn | 21.66% |
| 7 | Jackson Financial | 9.15 Bn | 3.17 Bn | - | 0.75% |
| 8 | Lincoln National | 8.14 Bn | -3.54 Bn | 2.62 Bn | 18.93% |
| 9 | Genworth Financial | 3.77 Bn | 1.78 Bn | 668.00 Mn | 23.85% |
| 10 | Brighthouse Financial | 3.00 Bn | -5.06 Bn | 1.03 Bn | 19.98% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.75% |
| Jun 30, 2026 | 0.75% |
| Jun 30, 2026 | 0.75% |
| Mar 31, 2026 | -5.00% |
| Mar 31, 2026 | -5.00% |
| Mar 31, 2026 | -5.00% |
| Dec 31, 2025 | 48.04% |
| Dec 31, 2025 | 48.04% |
| Dec 31, 2025 | 48.04% |
| Sep 30, 2025 | -26.39% |
| Sep 30, 2025 | -26.39% |
| Sep 30, 2025 | -26.39% |
| Jun 30, 2025 | 2.12% |
| Jun 30, 2025 | 2.12% |
| Jun 30, 2025 | 2.12% |
| Mar 31, 2025 | -5.88% |
| Mar 31, 2025 | -5.88% |
| Mar 31, 2025 | -5.88% |
| Dec 31, 2024 | 5.79% |
| Dec 31, 2024 | 5.79% |