Jackson Financial (JXN) Tax Rate (2021 - 2026)
Jackson Financial's Tax Rate came in at 0.75% for Q2 2026, down 1.36 percentage points from 2.12% a year earlier but up 5.75 percentage points from the prior quarter.
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Analysis
Jackson Financial (JXN) Tax Rate (2021 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Jackson Financial reported Tax Rate of 790.48%, up 471.96 percentage points year-over-year; for FY2025, it came in at 163.16%, up 158.66 percentage points from FY2024.
- Tax Rate carries a five-year change of +128.87 percentage points (FY2020 to FY2025).
- Going back by year, Tax Rate was 4.50% in FY2024 (+4.08 pp), 0.42% in FY2023 (-19.04 pp), 19.46% in FY2022 (+4.13 pp) and 15.33% in FY2021 (-18.96 pp).
- The five-year range for quarterly Tax Rate is -26.39% (Q3 2025) to 48.04% (Q4 2025).
- Year-over-year, Tax Rate increased in two of the last eight quarters, with an average year-over-year change of -5.70 percentage points.
- The fastest year-over-year change in Tax Rate over five years came in Q4 2025 (a gain of 42.26 percentage points), and the weakest in Q4 2021 (a drop of 155.77 percentage points).
- Business Quant data shows JXN's Tax Rate at -5.00% (Q1 2026), 48.04% (Q4 2025) and -26.39% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,073.91 Bn | -343.57 Bn | 55.86 Bn | 19.62% |
| 2 | Chubb | 125.44 Bn | 77.50 Bn | 9.13 Bn | 20.47% |
| 3 | Progressive | 120.54 Bn | 96.37 Bn | 9.04 Bn | 21.34% |
| 4 | Marsh & Mclennan Companies | 81.59 Bn | 73.34 Bn | - | 24.15% |
| 5 | Travelers Companies | 74.40 Bn | 50.64 Bn | 6.23 Bn | 20.20% |
| 6 | Manulife Financial | 72.53 Bn | 73.74 Bn | - | - |
| 7 | Metlife | 60.06 Bn | -46.42 Bn | 7.82 Bn | 24.73% |
| 8 | Aon | 58.71 Bn | 51.95 Bn | - | 21.96% |
| 9 | Arthur J. Gallagher | 58.49 Bn | 52.93 Bn | - | 21.74% |
| 10 | Jackson Financial | 8.81 Bn | -12.47 Bn | - | 0.75% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.75% |
| Jun 30, 2025 | 2.12% |
| Dec 31, 2024 | 5.79% |
| Jun 30, 2024 | 11.32% |
| Mar 31, 2024 | 11.18% |
| Sep 30, 2023 | 20.33% |
| Jun 30, 2023 | 16.72% |
| Sep 30, 2022 | 26.02% |
| Jun 30, 2022 | 20.42% |
| Mar 31, 2022 | 14.85% |
| Dec 31, 2021 | 11.63% |
| Mar 31, 2021 | 16.34% |
API Access
Jackson Financial Tax Rate 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=tax-rate&ticker=JXN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=JXN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();