Jackson Financial Inc's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Jackson Financial Inc's ROI in the second quarter of 2026?
Jackson Financial Inc achieved a return on average invested assets (ROI) of 0.04 % in its second quarter of 2026, which is below Jackson Financial Inc's average return on investment, which stands at 0.49%.

ROI has improved compared to -0.1% in the first quarter of 2026, due to net income growth.

Within the Financial sector 678 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Jun 30 2026 quarter, so far to 2538, from total ROI ranking in the first quarter of 2026 at 2892.

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Return On Investment	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter
Y / Y Investment Change TTM	2.74 %	0.59 %	-2.15 %	-1.8 %	0.69 %
Y / Y Net Income Change TTM	145.76 %	-	-58.62 %	-	-79.08 %
Investment (TTM) in Millions	356,052	328,997	342,021	342,826	332,693
Return On Investment (TTM)	0.04 %	-0.1 %	0.02 %	0.19 %	0.02 %
JXN's Overall Ranking	# 2538	# 2892	# 2511	# 2522	# 2528
Seq. Investment Change TTM	1.73 %	0.96 %	0.25 %	-0.23 %	-0.39 %
Seq. Net Income Change TTM	-	-	-88.31 %	944.07 %	-62.18 %
Net Income (TTM) in Millions	145	-330	72	616	59

JXN Company Profile >> Back to JXN Roi Comparisons >> See Annual JXN Return On Investment

Return On Investment JXN's Ranking
Within:	No.
Industry	# 16
Sector	# 679
Overall	# 2538

Return On Investment Statistics
High	Average	Low
2.2 %	0.49 %	-0.61 %
(Sep 30 2022)		(Jun 30 2021)

News about Jackson Financial Inc Return on Investment ROI

Jackson Financial Inc. Announces Retirement of Long-Serving CFO, Marcia Wadsten, and Succession Plan Under New Chief Financial Officer Don Cummings

February 21, 2024

Wadsten s retirement marks the end of an era at Jackson Financial Inc., where she has played a pivotal role in the company s financial management for over three decades. Her commitment and expertise have undoubtedly contributed to the firm s success during her tenure. While her departure will undoubtedly be felt, the company remains optimistic about the transition, confident in Cummings ability to fill this crucial role. Cummings, with his extensive experience in accounting and financial management, is well-prepared to take on the responsibilities of Chief Financial Officer.
Reflecting upon Jackson Financial Inc. s recent performance, the company achieved a return on average invested assets (ROI) of 0.56% in the third quarter of 2023. While this is a notable achievement, it falls slightly below the company s average ROI of 0.86%. Nonetheless, despite this discrepancy, the company has shown consistent growth, with a year-to-date performance of 2.52%.

Financial Statements
Jackson Financial Inc's II. Quarter Investments	$ 356,052 Millions	JXN's Balance sheet
Jackson Financial Inc's II. Quarter Income	$ 660 Millions	Quarterly JXN's Income Statement
JXN's Income by Division		See JXN's Income by Division

JXN Annual Return On Investment	(Dec 31 2025) 2025	(Dec 31 2024) 2024	(Dec 31 2023) 2023	(Dec 31 2022) 2022	(Dec 31 2021) 2021
Total Investments in Millions	352,975	338,668	330,419	311,790	329,487
Y / Y Investment Growth	4.22 %	2.5 %	5.97 %	-5.37 %	-
Net Income in Millions	72	976	954	5,740	3,445
Y / Y Net Income Growth	-92.62 %	2.31 %	-83.38 %	66.62 %	-
Annual Return On Investment	0.02 %	0.29 %	0.29 %	1.84 %	1.05 %

Annual Roi Comment

In the fiscal year 2025 ROI decreased relative to the previous year to 0.02 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Life Insurance Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
JXN's Roi Ratio versus Life Insurance Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for JXN's Competitors
Subscribers only: Roi for Jackson Financial Inc's Suppliers
Subscribers only: Return On Investment for JXN's Customers

Other Ratios
JXN's Roa	JXN's Inventory Turnover Ratio	JXN's Growth Rates	JXN's Dividend Statistics
	JXN's Profitability Ratios	JXN's Asset Turnover Ratio	JXN's Dividend Growth
JXN's Roe	JXN's Valuation Ratios	JXN's Financial Strength Ratios	JXN's Dividend Payout Ratio

Companies with similar Return On Investment at Jun 30 2026, within Financial Sector	ROI
Blackstone Mortgage Trust Inc	0.09 %
Seneca Bancorp, Inc.	0.09 %
Cousins Properties Inc	0.08 %
Jackson Financial Inc	0.04 %
First Seacoast Bancorp Inc	0.02 %
Chimera Investment Corporation	0.01 %
Redwood Trust Inc	0.01 %

Date modified: 2026-09-12T18:36:45+00:00

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