Jackson Financial Quarterly Balance Sheet
NYSE: JXNFinanceLife InsuranceUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Jackson Financial financial position
As of Jun 30, 2026, Jackson Financial reported total assets of $367.06 billion, up 6.8% from a year earlier against total liabilities of $356.59 billion. Shareholders' equity stood at $9.96 billion, or 2.7% of assets. The company held $5.99 billion in cash and equivalents against $2.77 billion of debt, a net cash position of $3.22 billion.
Debt-to-equity was 0.28.
Summary generated from market data by MetaCap's automated system. Methodology
Jackson Financial balance sheet (quarterly)
| Quarter (USD) | Q2 20262026-06-30 | Q1 20262026-03-31 | Q4 20252025-12-31 | Q3 20252025-09-30 | Q2 20252025-06-30 | Q1 20252025-03-31 | Q4 20242024-12-31 | Q3 20242024-09-30 | Q2 20242024-06-30 | Q1 20242024-03-31 | Q4 20232023-12-31 | Q3 20232023-09-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | 5.99B | 5.54B | 5.70B | 4.56B | 3.78B | 3.89B | 3.77B | 3.06B | 1.74B | 2.54B | 2.69B | 2.76B |
| Total Assets | 367.06B | 339.54B | 352.59B | 353.56B | 343.72B | 327.19B | 338.45B | 345.66B | 337.78B | 340.28B | 330.25B | 314.53B |
| Short-Term Debt | — | — | — | — | — | — | — | — | — | — | 970.00M | 1.17B |
| Long-Term Debt | 2.77B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.04B | 2.63B |
| Total Liabilities | 356.59B | 329.64B | 342.24B | 343.06B | 333.12B | 316.67B | 328.47B | 334.75B | 327.49B | 329.92B | 319.92B | 304.28B |
| Shareholders' Equity | 9.96B | 9.50B | 9.95B | 10.23B | 10.35B | 10.30B | 9.76B | 10.70B | 10.08B | 10.17B | 10.17B | 9.48B |
| Retained Earnings | 7.55B | 6.97B | 7.47B | 7.74B | 7.73B | 7.62B | 7.71B | 7.43B | 7.96B | 7.77B | 7.04B | 8.66B |
| Total Debt | 2.77B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 2.03B | 3.01B | 3.81B |
| Net Cash (Debt) | 3.22B | 3.51B | 3.67B | 2.53B | 1.75B | 1.86B | 1.73B | 1.03B | -298.00M | 509.00M | -319.00M | -1.05B |
| Shares Outstanding | 68.19M | 70.27M | 66.83M | 68.33M | 69.96M | 71.88M | 73.38M | 74.35M | 75.70M | 76.62M | 78.66M | 80.05M |
This table shows 12 quarterly periods of Jackson Financial's balance sheet, from Q2 2026 back to Q3 2023, across 10 line items including cash & equivalents, total assets, short-term debt. Values in USD; B = billions, M = millions. Fiscal periods follow JXN's reporting calendar. What is a balance sheet?