Jackson Financial (JXN) Tax Rate (2020 - 2026)
Jackson Financial's (JXN) quarterly Tax Rate came in at 5.0% in Q1 2026, up 88.0% year-on-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.
- On a quarterly basis, Tax Rate rose 88.0% year-over-year to 5.0% in Q1 2026; TTM through Mar 2026 was 33.6%, a 8654.0% increase from a year earlier, with the FY2025 full-year figure at 163.16%, up 15866.0% from the prior year.
- Tax Rate eased to 5.0% in Q1 2026 per JXN's latest filing, from 48.04% in the prior quarter.
- Across five years, Tax Rate topped out at 48.04% in Q4 2025 and bottomed at 26.39% in Q3 2025.
- The 5-year median for Tax Rate is 16.72% (2023), against an average of 13.59%.
- Biggest YoY gain for Tax Rate was 4226 bps in 2025; the steepest drop was 4591 bps in 2025.
- Year by year, Tax Rate stood at 24.66% in 2022, then fell by 18 bps to 20.2% in 2023, then slumped by 71 bps to 5.79% in 2024, then soared by 730 bps to 48.04% in 2025, then slumped by 110 bps to 5.0% in 2026.
- Per Business Quant, the three latest JXN Tax Rate figures stand at 5.0% (Q1 2026), 48.04% (Q4 2025), and 26.39% (Q3 2025).
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Prudential | 75.05 Bn | 67.97 Bn | - | 41.35% |
| 2 | Aflac | 63.80 Bn | 58.14 Bn | 2.51 Bn | 16.82% |
| 3 | Metlife | 60.34 Bn | 44.39 Bn | 256.00 Mn | 22.89% |
| 4 | Manulife Financial | 52.65 Bn | 53.78 Bn | - | - |
| 5 | Unum | 14.19 Bn | 4.23 Bn | 1.40 Bn | 12.49% |
| 6 | Primerica | 9.76 Bn | 9.08 Bn | 770.81 Mn | 23.78% |
| 7 | Jackson Financial | 8.17 Bn | 3.03 Bn | - | -5.00% |
| 8 | Lincoln National | 7.81 Bn | -1.09 Bn | 3.25 Bn | 30.08% |
| 9 | F&G Annuities & Life | 3.87 Bn | 1.67 Bn | 1.15 Bn | -2.61% |
| 10 | Genworth Financial | 3.84 Bn | 2.75 Bn | 553.00 Mn | 27.93% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Dec 31, 2024 | 5.79% |
| Sep 30, 2024 | 19.52% |
| Sep 30, 2024 | 19.52% |