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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |