Jackson Financial JXN
NYSE JXN
$138.40 +0.35 (+0.25%)
As of: Sep 10, 2026 · 3:59 PM EDT

Jackson Financial (JXN) Tax Rate (2020 - 2026)

Jackson Financial (JXN) posted Tax Rate of 0.75% for Q2 2026, up 115.04% on a QoQ basis from 5.0% in Q1 2026, and down 136.0% year-over-year from 2.09% in Q2 2025.

Analysis

Jackson Financial (JXN) Tax Rate (2020 - 2026) Analysis & Trends

Jackson Financial has reported Tax Rate for 7 years, with the latest figure at 0.75% in Q2 2026.

  • On a quarterly basis, Tax Rate fell 136.0% year-over-year to 0.75% in Q2 2026; TTM through Jun 2026 was 790.48%, a 47196.0% increase from a year earlier, with the FY2025 full-year figure at 163.16%, up 15866.0% from the prior year.
  • Tax Rate was 0.75% for Q2 2026 at Jackson Financial, up from 5.0% 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.
  • Average Tax Rate over 5 years is 12.88%, with a median of 15.79% recorded in 2022.
  • The largest YoY upside for Tax Rate was 4226 bps in 2025 against a maximum downside of 4591 bps in 2025.
  • Over 5 years, Tax Rate stood at 24.66% in 2022, then retreated by 18 bps to 20.2% in 2023, then tumbled by 71 bps to 5.79% in 2024, then jumped by 730 bps to 48.04% in 2025, then sank by 98 bps to 0.75% in 2026.
  • The last three Tax Rate figures came in at 0.75% (Q2 2026), 5.0% (Q1 2026), and 48.04% (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Metlife 62.16 Bn 34.84 Bn 7.82 Bn 24.73%
2 Manulife Financial 24.69 Bn 25.90 Bn - -
3 Equitable Holdings 14.62 Bn -4.31 Bn 1.22 Bn 28.40%
4 Jackson Financial 9.71 Bn 3.72 Bn - 0.75%
5 Corebridge Financial 9.48 Bn -296.14 Bn 2.79 Bn 96.15%
6 Primerica 9.02 Bn 8.38 Bn 717.74 Mn 21.66%
7 Sun Life Financial 8.56 Bn 3.96 Bn - 20.91%
8 Brookfield Wealth Solutions 8.52 Bn -4.26 Bn 1.92 Bn -19.02%
9 Lincoln National 8.41 Bn -3.27 Bn 2.62 Bn 18.93%
10 Prudential Financial 5.23 Bn -26.69 Bn 7.91 Bn 18.51%
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 0.75%
Mar 31, 2026 -5.00%
Dec 31, 2025 48.04%
Sep 30, 2025 -26.39%
Jun 30, 2025 2.12%
Mar 31, 2025 -5.88%
Dec 31, 2024 5.79%
Sep 30, 2024 19.52%
Jun 30, 2024 11.32%
Mar 31, 2024 11.18%
Dec 31, 2023 20.20%
Sep 30, 2023 20.33%
Jun 30, 2023 16.72%
Mar 31, 2023 27.17%
Dec 31, 2022 24.66%
Sep 30, 2022 26.02%
Jun 30, 2022 20.42%
Mar 31, 2022 14.85%
Dec 31, 2021 11.63%
Sep 30, 2021 -6.35%