Jackson Financial reported total assets of $367.06B and total liabilities of $356.59B for the quarter ended Jun 2026, up 6.8% year over year. This balance sheet covers 25 quarters of results from Jun 2020 through Jun 2026, standardized by Business Quant from the company’s SEC filings.
| Balance Sheet | Jun2020 | Sep2020 | Dec2020 | Mar2021 | Jun2021 | Sep2021 | Dec2021 | Mar2022 | Jun2022 | Sep2022 | Dec2022 | Mar2023 | Jun2023 | Sep2023 | Dec2023 | Mar2024 | Jun2024 | Sep2024 | Dec2024 | Mar2025 | Jun2025 | Sep2025 | Dec2025 | Mar2026 | Jun2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | |||||||||||||||||||||||||
| Current Assets | |||||||||||||||||||||||||
| Cash & EquivalentsCash & Equiv. | 2.48B | 2.62B | 2.67B | 5.26B | 5.33B | 4.30B | 1.78B | 2.10B | 2.76B | 2.69B | 2.54B | 1.74B | 3.06B | 3.77B | 3.89B | 3.78B | 4.56B | 5.70B | 5.54B | 5.99B | |||||
| Short-term InvestmentsInvestments (Current) | 0.12B | 0.12B | 0.12B | 0.10B | 0.10B | 0.10B | 0.10B | 0.10B | 0.07B | 0.07B | 0.07B | 0.07B | 0.07B | ||||||||||||
| Cash & Current Investments | 2.60B | 2.74B | 2.79B | 5.36B | 5.43B | 4.40B | 1.88B | 2.20B | 2.83B | 2.76B | 2.61B | 1.81B | 3.13B | 3.77B | 3.89B | 3.78B | 4.56B | 5.70B | 5.54B | 5.99B | |||||
| Receivables - OtherOther Receivables | 2.05B | 2.03B | 2.03B | 2.03B | |||||||||||||||||||||
| Non-Current Assets | |||||||||||||||||||||||||
| Long-Term Investments | 74.20B | 74.23B | 69.34B | 67.13B | 65.89B | 65.95B | 66.89B | 64.28B | 61.12B | 60.85B | 60.17B | 60.67B | 63.00B | 61.01B | 63.73B | 64.97B | 67.69B | 69.23B | 71.01B | 75.31B | |||||
| Long-Term Deferred Tax | 1.00B | 0.95B | 1.34B | 0.98B | 0.76B | 0.32B | 0.76B | 0.68B | 0.63B | 0.64B | 0.75B | 0.77B | 0.53B | 0.48B | 0.38B | 0.45B | 0.57B | 0.72B | 0.61B | 0.61B | |||||
| Other Non-Current Assets | 1.31B | 0.93B | 1.16B | 1.37B | 1.85B | 0.94B | 0.90B | 0.85B | 0.97B | 1.29B | 0.68B | 0.55B | 0.80B | 0.79B | 0.83B | 0.82B | 0.76B | 0.64B | 0.91B | 0.92B | |||||
| Assets | 364.37B | 375.56B | 352.64B | 316.20B | 302.97B | 314.98B | 321.46B | 326.98B | 314.53B | 330.25B | 340.28B | 337.78B | 345.66B | 338.45B | 327.19B | 343.72B | 353.56B | 352.59B | 339.54B | 367.06B | |||||
| Liabilities | |||||||||||||||||||||||||
| Current Liabilities | |||||||||||||||||||||||||
| Notes Payables | 1.60B | 0.91B | 0.53B | 0.62B | 1.04B | 0.69B | 0.55B | 0.50B | 0.45B | 0.78B | 0.09B | 0.12B | 0.12B | 0.15B | 0.34B | 0.12B | 0.09B | 0.06B | 0.34B | 0.01B | |||||
| Payables | 1.60B | 0.91B | 0.53B | 0.62B | 1.04B | 0.69B | 0.55B | 0.50B | 0.45B | 0.78B | 0.09B | 0.12B | 0.12B | 0.15B | 0.34B | 0.12B | 0.09B | 0.06B | 0.34B | 0.01B | |||||
| Accumulated Expenses | 1.59B | 0.60B | 0.03B | 0.03B | 1.05B | 1.12B | 1.68B | 0.03B | 0.02B | 1.82B | 1.80B | 0.82B | 1.55B | 1.03B | 1.17B | 1.03B | 1.04B | 0.51B | 0.48B | ||||||
| Short term Debt | 1.60B | 0.02B | 0.01B | 0.03B | 0.03B | 0.04B | 0.04B | 0.05B | 0.03B | 0.02B | 0.02B | 0.01B | 0.03B | 0.01B | 0.07B | 0.04B | 0.03B | 0.04B | 0.05B | 0.08B | |||||
| Non-Current Liabilities | |||||||||||||||||||||||||
| Non-Current Debt | 1.07B | 2.65B | 2.64B | 2.63B | 2.63B | 2.63B | 2.63B | 2.63B | 2.63B | 2.04B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.77B | |||||
| Pension | 0.08B | 1.15B | 0.10B | 0.13B | 1.16B | 1.16B | 4.44B | 4.29B | 4.08B | 4.21B | 4.09B | 3.98B | 4.06B | 3.84B | 3.81B | 3.75B | 3.73B | 3.65B | 3.53B | 3.47B | |||||
| Minority Interest | 0.60B | 0.68B | 0.71B | 0.75B | 0.73B | 0.73B | 0.83B | 0.77B | 0.78B | 0.16B | 0.19B | 0.20B | 0.21B | 0.22B | 0.22B | 0.25B | 0.27B | 0.39B | 0.40B | 0.51B | |||||
| Other Non-Current Liabilities | 237.10B | 249.00B | 231.20B | 196.18B | 185.04B | 196.00B | 204.37B | 213.00B | 203.00B | 220.00B | 231.00B | 229.09B | 235.04B | 229.14B | 218.00B | 232.21B | 239.05B | 236.50B | 223.45B | 245.39B | |||||
| Total Non-Current Liabilities | 116.42B | 115.48B | 111.15B | 109.71B | 108.22B | 109.61B | 107.63B | 104.56B | 101.28B | 99.92B | 98.92B | 98.40B | 99.72B | 99.33B | 98.67B | 100.91B | 104.01B | 105.75B | 106.19B | 111.20B | |||||
| Total Liabilities | 353.52B | 364.49B | 342.35B | 305.89B | 293.27B | 305.61B | 312.00B | 317.56B | 304.28B | 319.92B | 329.92B | 327.49B | 334.75B | 328.47B | 316.67B | 333.12B | 343.06B | 342.24B | 329.64B | 356.59B | |||||
| Shareholder's Equity | |||||||||||||||||||||||||
| Total Debt | 4.27B | 3.58B | 3.18B | 3.29B | 3.70B | 3.36B | 3.22B | 3.18B | 3.11B | 2.84B | 2.15B | 2.17B | 2.18B | 2.20B | 2.44B | 2.19B | 2.15B | 2.12B | 2.42B | 2.86B | |||||
| Common Equity | 10.86B | 8.32B | 8.91B | 10.45B | 10.95B | 9.38B | 9.47B | 9.42B | 10.25B | 10.33B | 10.36B | 10.28B | 10.91B | 9.98B | 10.53B | 10.60B | 10.50B | 10.34B | 9.90B | 10.47B | |||||
| Liabilities and Shareholders Equity | 364.37B | 375.56B | 352.64B | 316.20B | 302.97B | 314.98B | 321.46B | 326.98B | 314.53B | 330.25B | 340.28B | 337.78B | 345.66B | 338.45B | 327.19B | 343.72B | 353.56B | 352.59B | 339.54B | 367.06B | |||||
| Treasury Shares | 0.01B | 0.01B | 0.01B | 0.01B | 0.01B | 0.01B | 0.01B | 0.01B | 0.02B | 0.02B | 0.02B | 0.02B | 0.02B | 0.02B | 0.02B | 0.03B | 0.03B | 0.02B | 0.03B | ||||||
| Retained Earnings | 5.93B | 6.05B | 6.08B | 7.63B | 9.06B | 6.40B | 6.07B | 6.00B | 8.66B | 7.04B | 7.77B | 7.96B | 7.43B | 7.71B | 7.62B | 7.73B | 7.74B | 7.47B | 6.97B | 7.55B | |||||
| Preferred Shares | 0.53B | 0.53B | 0.53B | 0.53B | 0.53B | 0.53B | 0.53B | 0.53B | 0.53B | 0.53B | 0.53B | 0.53B | 0.53B | 0.53B |