Jackson Historical Balance Sheet

JXN Stock

USD 85.96 1.31 1.55%

Trend analysis of Jackson Financial balance sheet accounts such as Total Stockholder Equity of 9.4 B or Retained Earnings of 4 B provides information on Jackson Financial's total assets, liabilities, and equity, which is the actual value of Jackson Financial to its prevalent stockholders. By breaking down trends over time using Jackson Financial balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.

Cash Flow Balance Sheet Income Statement

Covid

Financial Statement Analysis is much more than just reviewing and examining Jackson Financial latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Jackson Financial is a good buy for the upcoming year.

Jackson Financial Inventory

(58.72 Billion)

Build AI portfolio with Jackson Stock

Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jackson Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.

To learn how to invest in Jackson Stock, please use our How to Invest in Jackson Financial guide.

About Jackson Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Jackson Financial at a specified time, usually calculated after every quarter, six months, or one year. Jackson Financial Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Jackson Financial and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Jackson currently owns. An asset can also be divided into two categories, current and non-current.

Jackson Financial Balance Sheet Chart

At this time, Jackson Financial's Net Receivables is very stable compared to the past year. As of the 5th of August 2025, Long Term Investments is likely to grow to about 46.3 B, while Total Assets are likely to drop about 338.4 B.

Total Assets Short Long Term Debt Total Total Stockholder Equity Long Term Debt Other Stockholder Equity

Add Fundamental

Total Assets

Total assets refers to the total amount of Jackson Financial assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Jackson Financial books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.

Long Term Debt

Long-term debt is a debt that Jackson Financial has held for over one year. Long-term debt appears on Jackson Financial balance sheet and also includes long-term leases. The most common forms of long term debt are bonds payable, long-term notes payable, mortgage payable, pension liabilities, and lease liabilities. In the corporate world, long-term debt is generally used to fund big-ticket items, such as machinery, buildings, and land. The total of long-term debt reported on Jackson Financial balance sheet is the sum of the balances of all categories of long-term debt. Debt that is not due within the current year and is often considered to be financing activities that are to be repaid over several years.

Most accounts from Jackson Financial's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into Jackson Financial current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jackson Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.

To learn how to invest in Jackson Stock, please use our How to Invest in Jackson Financial guide.At this time, Jackson Financial's Net Receivables is very stable compared to the past year. As of the 5th of August 2025, Long Term Investments is likely to grow to about 46.3 B, while Total Assets are likely to drop about 338.4 B.

	2022	2023	2024	2025 (projected)
Short and Long Term Debt Total	27.7B	4.0B	4.4B	4.2B
Total Assets	311.1B	330.3B	338.5B	338.4B

Short Long Term Debt Total Total Assets

Jackson Financial balance sheet Correlations

	Total Assets	Short Long Term Debt Total	Total Stockholder Equity	Retained Earnings	Cash	Long Term Debt	Common Stock Shares Outstanding	Long Term Debt Total	Other Stockholder Equity	Total Liab	Cash And Equivalents	Common Stock	Other Current Liab	Total Current Liabilities	Other Liab	Net Tangible Assets	Net Debt	Accounts Payable	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Cash And Short Term Investments	Non Current Liabilities Total	Capital Surpluse	Other Current Assets	Deferred Long Term Liab
Total Assets		0.58	0.93	0.46	0.57	0.58	-0.63	0.53	0.9	0.02	0.57	-0.86	0.45	0.68	0.94	0.88	0.85	0.92	-0.41	-0.39	0.01	0.92	-0.23	0.52	-0.89	-0.94
Short Long Term Debt Total	0.58		0.53	0.46	0.48	1.0	-0.22	1.0	0.55	-0.52	0.48	-0.47	-0.09	0.44	0.52	0.59	0.5	0.62	-0.9	-0.92	0.17	0.51	-0.65	0.42	-0.46	-0.54
Total Stockholder Equity	0.93	0.53		0.57	0.56	0.53	-0.71	0.46	0.85	-0.01	0.56	-0.76	0.25	0.5	0.84	0.92	0.77	0.89	-0.34	-0.3	0.11	0.76	-0.21	0.74	-0.7	-0.83
Retained Earnings	0.46	0.46	0.57		0.77	0.49	-0.7	0.42	0.57	0.27	0.77	-0.55	-0.11	-0.02	0.31	0.42	0.67	0.4	-0.3	-0.22	-0.06	0.41	0.21	0.53	-0.26	-0.57
Cash	0.57	0.48	0.56	0.77		0.5	-0.57	0.46	0.79	0.23	1.0	-0.77	0.17	0.27	0.43	0.48	0.57	0.5	-0.44	-0.36	0.12	0.47	0.08	0.47	-0.35	-0.56
Long Term Debt	0.58	1.0	0.53	0.49	0.5		-0.23	1.0	0.55	-0.49	0.5	-0.48	-0.09	0.44	0.51	0.58	0.5	0.62	-0.9	-0.92	0.16	0.51	-0.62	0.42	-0.45	-0.55
Common Stock Shares Outstanding	-0.63	-0.22	-0.71	-0.7	-0.57	-0.23		-0.14	-0.54	-0.23	-0.57	0.56	-0.38	-0.15	-0.66	-0.67	-0.72	-0.51	0.19	0.0	-0.06	-0.53	-0.14	-0.56	0.5	0.65
Long Term Debt Total	0.53	1.0	0.46	0.42	0.46	1.0	-0.14		0.51	-0.52	0.46	-0.43	-0.12	0.44	0.47	0.53	0.44	0.59	-0.91	-0.94	0.17	0.47	-0.65	0.38	-0.42	-0.49
Other Stockholder Equity	0.9	0.55	0.85	0.57	0.79	0.55	-0.54	0.51		0.15	0.79	-0.96	0.33	0.6	0.76	0.74	0.78	0.83	-0.39	-0.39	-0.02	0.83	-0.09	0.51	-0.74	-0.86
Total Liab	0.02	-0.52	-0.01	0.27	0.23	-0.49	-0.23	-0.52	0.15		0.23	-0.21	0.32	0.02	-0.09	-0.17	0.2	0.0	0.49	0.53	-0.25	0.17	0.96	-0.02	-0.02	-0.2
Cash And Equivalents	0.57	0.48	0.56	0.77	1.0	0.5	-0.57	0.46	0.79	0.23		-0.77	0.17	0.27	0.43	0.48	0.57	0.5	-0.44	-0.36	0.12	0.47	0.08	0.47	-0.35	-0.56
Common Stock	-0.86	-0.47	-0.76	-0.55	-0.77	-0.48	0.56	-0.43	-0.96	-0.21	-0.77		-0.39	-0.54	-0.76	-0.63	-0.84	-0.73	0.31	0.3	0.19	-0.87	0.02	-0.31	0.82	0.88
Other Current Liab	0.45	-0.09	0.25	-0.11	0.17	-0.09	-0.38	-0.12	0.33	0.32	0.17	-0.39		0.72	0.63	0.43	0.29	0.44	-0.05	0.05	0.31	0.52	0.16	0.05	-0.54	-0.44
Total Current Liabilities	0.68	0.44	0.5	-0.02	0.27	0.44	-0.15	0.44	0.6	0.02	0.27	-0.54	0.72		0.73	0.67	0.36	0.82	-0.48	-0.49	0.4	0.7	-0.21	0.34	-0.64	-0.62
Other Liab	0.94	0.52	0.84	0.31	0.43	0.51	-0.66	0.47	0.76	-0.09	0.43	-0.76	0.63	0.73		0.89	0.77	0.86	-0.43	-0.37	0.14	0.88	-0.32	0.44	-0.9	-0.87
Net Tangible Assets	0.88	0.59	0.92	0.42	0.48	0.58	-0.67	0.53	0.74	-0.17	0.48	-0.63	0.43	0.67	0.89		0.61	0.91	-0.51	-0.43	0.42	0.68	-0.36	0.78	-0.65	-0.74
Net Debt	0.85	0.5	0.77	0.67	0.57	0.5	-0.72	0.44	0.78	0.2	0.57	-0.84	0.29	0.36	0.77	0.61		0.67	-0.27	-0.24	-0.37	0.9	0.01	0.28	-0.87	-0.95
Accounts Payable	0.92	0.62	0.89	0.4	0.5	0.62	-0.51	0.59	0.83	0.0	0.5	-0.73	0.44	0.82	0.86	0.91	0.67		-0.54	-0.53	0.26	0.82	-0.24	0.7	-0.72	-0.84
Non Current Assets Total	-0.41	-0.9	-0.34	-0.3	-0.44	-0.9	0.19	-0.91	-0.39	0.49	-0.44	0.31	-0.05	-0.48	-0.43	-0.51	-0.27	-0.54		0.97	-0.39	-0.34	0.6	-0.44	0.28	0.36
Non Currrent Assets Other	-0.39	-0.92	-0.3	-0.22	-0.36	-0.92	0.0	-0.94	-0.39	0.53	-0.36	0.3	0.05	-0.49	-0.37	-0.43	-0.24	-0.53	0.97		-0.28	-0.35	0.65	-0.34	0.29	0.35
Other Assets	0.01	0.17	0.11	-0.06	0.12	0.16	-0.06	0.17	-0.02	-0.25	0.12	0.19	0.31	0.4	0.14	0.42	-0.37	0.26	-0.39	-0.28		-0.21	-0.26	0.55	0.26	0.19
Cash And Short Term Investments	0.92	0.51	0.76	0.41	0.47	0.51	-0.53	0.47	0.83	0.17	0.47	-0.87	0.52	0.7	0.88	0.68	0.9	0.82	-0.34	-0.35	-0.21		-0.08	0.26	-0.96	-0.98
Non Current Liabilities Total	-0.23	-0.65	-0.21	0.21	0.08	-0.62	-0.14	-0.65	-0.09	0.96	0.08	0.02	0.16	-0.21	-0.32	-0.36	0.01	-0.24	0.6	0.65	-0.26	-0.08		-0.11	0.21	0.03
Capital Surpluse	0.52	0.42	0.74	0.53	0.47	0.42	-0.56	0.38	0.51	-0.02	0.47	-0.31	0.05	0.34	0.44	0.78	0.28	0.7	-0.44	-0.34	0.55	0.26	-0.11		-0.11	-0.39
Other Current Assets	-0.89	-0.46	-0.7	-0.26	-0.35	-0.45	0.5	-0.42	-0.74	-0.02	-0.35	0.82	-0.54	-0.64	-0.9	-0.65	-0.87	-0.72	0.28	0.29	0.26	-0.96	0.21	-0.11		0.92
Deferred Long Term Liab	-0.94	-0.54	-0.83	-0.57	-0.56	-0.55	0.65	-0.49	-0.86	-0.2	-0.56	0.88	-0.44	-0.62	-0.87	-0.74	-0.95	-0.84	0.36	0.35	0.19	-0.98	0.03	-0.39	0.92

Click cells to compare fundamentals

Jackson Financial Account Relationship Matchups

Jackson Financial balance sheet Accounts

	2020	2021	2022	2023	2024	2025 (projected)
Total Assets	353.5B	375.5B	311.1B	330.3B	338.5B	338.4B
Short Long Term Debt Total	332.3M	34.2B	27.7B	4.0B	4.4B	4.2B
Total Stockholder Equity	9.4B	10.4B	8.4B	10.2B	9.8B	9.4B
Retained Earnings	(323.2M)	2.8B	8.3B	7.0B	7.7B	4.0B
Cash	2.0B	2.6B	4.3B	2.7B	3.8B	3.1B
Long Term Debt	322M	31.7B	27.7B	4.0B	4.4B	4.2B
Long Term Debt Total	322M	31.7B	27.7B	2.0B	2.0B	1.9B
Liabilities And Stockholders Equity	353.5B	375.5B	311.1B	330.3B	338.5B	338.4B
Other Stockholder Equity	5.9B	5.8B	5.6B	5.4B	5.0B	4.6B
Total Liab	343.5B	2.6B	301.9B	319.9B	328.5B	284.4B
Cash And Equivalents	2.0B	2.6B	4.3B	2.7B	3.8B	3.1B
Other Current Liab	21.5B	954M	(9M)	(12.7B)	16.7B	17.6B
Total Current Liabilities	53.5B	29.0B	23.3B	(12.7B)	16.7B	13.8B
Other Liab	281.7B	308.4B	330.2B	269.2B	309.5B	315.8B
Net Tangible Assets	6.8B	9.4B	10.4B	8.4B	9.7B	9.4B
Net Debt	(1.7B)	26M	69M	1.3B	610M	640.5M
Accounts Payable	32.0B	29.0B	23.0B	16.7B	19.3B	20.2B
Non Current Assets Total	257.1B	53.7B	45.2B	327.6B	272.4B	171.5B
Non Currrent Assets Other	222.9B	(15.2B)	(13.8B)	308.9B	312.0B	206.9B
Other Assets	236.7B	234.5B	189.5B	(25.9B)	273.7B	161.6B
Cash And Short Term Investments	61.1B	54.2B	46.8B	43.1B	44.1B	49.1B
Non Current Liabilities Total	290.1B	2.6B	278.6B	310.3B	311.7B	269.5B
Capital Surpluse	5.9B	6.1B	6.1B	6.0B	6.0B	6.0B
Other Current Assets	4.3B	3.1B	7.3B	6.2B	5.6B	4.4B
Deferred Long Term Liab	53.6M	900K	1M	4M	3.6M	3.4M
Total Current Assets	96.4B	87.3B	76.4B	2.7B	66.0B	62.9B
Accumulated Other Comprehensive Income	3.8B	1.7B	(5.5B)	(2.8B)	(3.5B)	(3.3B)
Intangible Assets	13.9B	14.2B	13.4B	12.3B	14.1B	14.1B
Property Plant And Equipment Net	37M	31M	26M	24M	21.6M	26.3M
Net Receivables	35.3B	33.1B	29.6B	25.6B	22.0B	28.2B
Short Term Investments	59.1B	51.5B	42.5B	40.4B	40.3B	38.8B
Inventory	(4.3B)	(3.1B)	(7.3B)	(68.7B)	(61.8B)	(58.7B)
Net Invested Capital	9.8B	13.0B	12.8B	13.7B	13.6B	13.3B
Long Term Investments	60.7B	74.7B	66.5B	43.0B	43.5B	46.3B
Property Plant Equipment	37M	31M	26M	24M	20M	24.6M

Pair Trading with Jackson Financial

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jackson Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jackson Financial will appreciate offsetting losses from the drop in the long position's value.

Moving together with Jackson Stock

0.77	DHIL	Diamond Hill Investment	Pair Corr
0.66	AB	AllianceBernstein	Pair Corr
0.79	BN	Brookfield Corp Earnings Call This Week	Pair Corr

Moving against Jackson Stock

0.33

Lexinfintech Holdings

Pair Corr

The ability to find closely correlated positions to Jackson Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jackson Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Jackson Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Jackson Financial to buy it.

The correlation of Jackson Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Jackson Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jackson Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Jackson Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether Jackson Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Jackson Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Jackson Financial Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Jackson Financial Stock:

How To Invest In Jackson

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Is Jackson Stock a good investment?

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What is Jackson Financial's Net Worth?

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To learn how to invest in Jackson Stock, please use our How to Invest in Jackson Financial guide.

You can also try the Stocks Directory module to find actively traded stocks across global markets.

Is Diversified Financial Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Jackson Financial. If investors know Jackson will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Jackson Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.76)

Dividend Share

2.9

Earnings Share

1.33

Revenue Per Share

99.089

Quarterly Revenue Growth

(0.72)

The market value of Jackson Financial is measured differently than its book value, which is the value of Jackson that is recorded on the company's balance sheet. Investors also form their own opinion of Jackson Financial's value that differs from its market value or its book value, called intrinsic value, which is Jackson Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Jackson Financial's market value can be influenced by many factors that don't directly affect Jackson Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Jackson Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jackson Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jackson Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Jackson Historical Balance Sheet

Jackson Financial Inventory

(58.72 Billion)

About Jackson Balance Sheet Analysis

Jackson Financial Balance Sheet Chart

Total Assets

Total Stockholder Equity

Long Term Debt

Jackson Financial balance sheet Correlations

Jackson Financial Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Jackson Financial balance sheet Accounts

Pair Trading with Jackson Financial

Moving together with Jackson Stock

Moving against Jackson Stock

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MAIN CATEGORIES

COMPANY

Long Term Debt	+ 1.0	Short Long Term Debt Total
Long Term Debt Total	+ 1.0	Short Long Term Debt Total
Cash And Equivalents	+ 1.0	Cash
Long Term Debt Total	+ 1.0	Long Term Debt
Non Currrent Assets Other	+ 0.97	Non Current Assets Total
Non Current Liabilities Total	+ 0.96	Total Liab

Deferred Long Term Liab	- 0.98	Cash And Short Term Investments
Other Current Assets	- 0.96	Cash And Short Term Investments
Common Stock	- 0.96	Other Stockholder Equity
Deferred Long Term Liab	- 0.95	Net Debt
Non Currrent Assets Other	- 0.94	Long Term Debt Total
Deferred Long Term Liab	- 0.94	Total Assets