Jun 2026 (Q2 FY26) — Aug 4, 2026
Jackson Financial Q2 FY26 — Record Adjusted Operating Earnings and Strong Capital Generation
Read the full callJackson Financial earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 168 | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. The year-earlier figure was zero or a loss, so no percentage is shown. | |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 655 | +265.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $96.27 on 17 Oct 2025 → $128.62. High $140.63 (4 Sept 2026), low $90.62 (17 Nov 2025).
Overview
Call summaries
Jackson Financial Q2 FY26 — Record Adjusted Operating Earnings and Strong Capital Generation
Read the full callJackson Financial Q1 FY26 — Strong Annuity Sales and Capital Generation
Read the full callEvery analysed call
Financials
Net profit, year on year: +266% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,121 | 225 | 3,750 | -471 | 1,416 | 1,988 | 2,902 | 168 |
| Expenses | 742 | 720 | 677 | 681 | 714 | 725 | 735 | 687 |
| Interest | 25 | 25 | 25 | 25 | 25 | 25 | 25 | 27 |
| Profit before tax | -579 | 380 | -17 | 189 | 72 | -358 | -400 | 665 |
| Tax rate | 19.5% | 5.8% | −5.9% | 2.1% | −26.4% | 48.0% | −5.0% | 0.8% |
| Net profit | -469 | 345 | -24 | 179 | 76 | -204 | -424 | 655 |
| EPS ($ per share) | -6.37 | — | -0.48 | 2.34 | 0.93 | — | -6.24 | 9.18 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | — | -324 | 2,809 | 6,403 | 7,038 | 7,713 | 7,471 |
| Total liabilities | — | 343,533 | 364,485 | 305,605 | 319,921 | 328,468 | 342,244 |
| Total assets | — | 353,456 | 375,559 | 314,983 | 330,255 | 338,450 | 352,586 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | 4,368 | 3,712 | 5,682 | 5,206 | 5,310 | 5,793 | 5,758 |
| Cash from investing | -8,329 | -4,333 | -1,296 | -1,374 | -592 | -7,090 | -7,756 |
| Cash from financing | 1,927 | 705 | -3,774 | -2,162 | -6,328 | 2,373 | 3,935 |
| Net cash flow | -2,034 | 84 | 612 | 1,670 | -1,610 | 1,076 | 1,937 |
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Assets under management (AUM) PPM America | ~$95BPPM oversees approximately $95 billion in total assets under management.Source: earnings call transcript | $100B+This quarter, PPM AUM exceeded $100 billion, benefiting from growth in Jackson's spread-based businesses and growth in third-party AUM.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
192 filings between Nov 20, 2025 and Sep 24, 2026.
Purchases
None
No insider bought shares.
Sales
$2.74M
3 sales by 3 insiders
Also filed: 5 dispositions to the issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Kirkland Derek G | — | $1.08M | Mar 11, 2026 |
| Chelko Carrie | — | $1.01M | Aug 5, 2026 |
| Raub Christopher | — | $653.5K | Aug 12, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 24, 2026 | Cummings Don W EVP and CFO | Award | 13 | $0 |
| Sep 24, 2026 | Chelko Carrie EVP and General Counsel | Award | 40 | $0 |
| Sep 24, 2026 | Lippert Martin J Director | Award | 329 | $0 |
| Sep 24, 2026 | Cummings Don W EVP and CFO | Award | 45 | $0 |
| Sep 24, 2026 | Cummings Don W EVP and CFO | Award | 21 | $0 |
| Sep 24, 2026 | Binioris Savvas Steve Panagiotis EVP and Chief Risk Officer | Award | 3 | $0 |
| Sep 24, 2026 | Raub Christopher EVP JFI; CEO PPM America | Award | 25 | $0 |
| Sep 24, 2026 | Raub Christopher EVP JFI; CEO PPM America | Award | 18 | $0 |
| Sep 24, 2026 | Lawton Drew Director | Award | 208 | $0 |
| Sep 24, 2026 | Binioris Savvas Steve Panagiotis EVP and Chief Risk Officer | Award | 41 | $0 |
| Sep 24, 2026 | Noles Russell G Director | Award | 156 | $0 |
| Sep 24, 2026 | Anderson Craig A. SVP and Controller | Award | 3 | $0 |
| Sep 24, 2026 | Raub Christopher EVP JFI; CEO PPM America | Award | 53 | $0 |
| Sep 24, 2026 | Anderson Craig A. SVP and Controller | Award | 24 | $0 |
| Sep 24, 2026 | Prieskorn Laura Louene CEO and President | Award | 125 | $0 |
| Sep 24, 2026 | Cummings Don W EVP and CFO | Award | 60 | $0 |
| Sep 24, 2026 | Prieskorn Laura Louene CEO and President | Award | 163 | $0 |
| Sep 24, 2026 | Prieskorn Laura Louene CEO and President | Award | 208 | $0 |
| Sep 24, 2026 | Raub Christopher EVP JFI; CEO PPM America | Award | 19 | $0 |
| Sep 24, 2026 | Raub Christopher EVP JFI; CEO PPM America | Award | 2 | $0 |
| Sep 24, 2026 | Kirkland Derek G Director | Award | 103 | $0 |
| Sep 24, 2026 | KANDARIAN STEVEN A Director | Award | 784 | $0 |
| Sep 24, 2026 | Chelko Carrie EVP and General Counsel | Award | 25 | $0 |
| Sep 24, 2026 | Binioris Savvas Steve Panagiotis EVP and Chief Risk Officer | Award | 34 | $0 |
| Sep 24, 2026 | Binioris Savvas Steve Panagiotis EVP and Chief Risk Officer | Award | 34 | $0 |
| Sep 24, 2026 | STECHER ESTA E Director | Award | 355 | $0 |
| Sep 24, 2026 | Chelko Carrie EVP and General Counsel | Award | 34 | $0 |
| Sep 24, 2026 | Claffee Lily Fu Director | Award | 329 | $0 |
| Sep 24, 2026 | Anderson Craig A. SVP and Controller | Award | 20 | $0 |
| Sep 10, 2026 | Cummings Don W EVP and CFO | Tax withheld | 736 | $101.8K |
| Sep 10, 2026 | Raub Christopher EVP JFI; CEO PPM America | Tax withheld | 4,154 | $574.7K |
| Sep 10, 2026 | Raub Christopher EVP JFI; CEO PPM America | Tax withheld | 724 | $100.1K |
| Sep 10, 2026 | Anderson Craig A. SVP and Controller | Tax withheld | 218 | $30.2K |
| Sep 10, 2026 | Raub Christopher EVP JFI; CEO PPM America | Award | 294 | $0 |
| Aug 12, 2026 | Raub Christopher EVP JFI; CEO PPM America | Sale | 5,000 | $653.5K |
| Aug 5, 2026 | Chelko Carrie EVP and General Counsel | Sale | 7,500 | $1.01M |
| Jun 25, 2026 | Noles Russell G Director | Award | 189 | $0 |
| Jun 25, 2026 | Lippert Martin J Director | Award | 399 | $0 |
| Jun 25, 2026 | Cummings Don W EVP and CFO | Award | 55 | $0 |
| Jun 25, 2026 | Lawton Drew Director | Award | 252 | $0 |
| Jun 25, 2026 | Kirkland Derek G Director | Award | 125 | $0 |
| Jun 25, 2026 | Cummings Don W EVP and CFO | Award | 32 | $0 |
| Jun 25, 2026 | Binioris Savvas Steve Panagiotis EVP and Chief Risk Officer | Award | 50 | $0 |
| Jun 25, 2026 | KANDARIAN STEVEN A Director | Award | 951 | $0 |
| Jun 25, 2026 | Claffee Lily Fu Director | Award | 399 | $0 |
| Jun 25, 2026 | Cummings Don W EVP and CFO | Award | 26 | $0 |
| Jun 25, 2026 | Raub Christopher EVP JFI; CEO PPM America | Award | 64 | $0 |
| Jun 25, 2026 | Binioris Savvas Steve Panagiotis EVP and Chief Risk Officer | Award | 41 | $0 |
| Jun 25, 2026 | Raub Christopher EVP JFI; CEO PPM America | Award | 23 | $0 |
| Jun 25, 2026 | Chelko Carrie EVP and General Counsel | Award | 49 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow Jackson Financial Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading