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AI brief of an SEC Form 8-K · Jackson Financial (JXN)

Jackson Financial swings to $435 million first-quarter loss; adjusted earnings edge up

Mixed Impact 4 of 5 earnings Written later

Jackson Financial reported a first-quarter 2026 net loss attributable to common shareholders of $435 million, or $6.24 per diluted share, compared with a $35 million loss, or $0.48 per share, a year earlier. Adjusted operating earnings rose slightly to $361 million, or $5.15 per diluted share, from $376 million, or $5.10 per share, while retail annuity sales grew 31% to $5.3 billion. The filing attributes the GAAP loss mainly to less favorable net hedging results, so shareholders face a sharply weaker reported result even as the company's adjusted measure held steady.

Key points

  • Net loss attributable to common shareholders of $435 million, or $6.24 per diluted share, versus a $35 million loss, or $0.48 per share, in Q1 2025
  • Adjusted operating earnings of $361 million, or $5.15 per diluted share, versus $376 million, or $5.10 per share, in Q1 2025
  • Retail annuity sales rose 31% to $5.3 billion; total revenues fell to $2.9 billion from $3.75 billion
  • Returned $257 million to common shareholders in the quarter, including $192 million in share repurchases and $65 million in dividends

The filing

CompanyJackson Financial (JXN)
Form8-K, current report
Filed with the SECMay 5, 2026, 4:19 PM ET
Accession number0001822993-26-000071

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.