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Mar 31, 2024

Jackson Q1 2024 Earnings Report

Jackson's financial performance was marked by significant growth in adjusted operating earnings and retail annuity sales diversification.

Key Takeaways

Jackson Financial Inc. reported a net income of $784 million and adjusted operating earnings of $334 million for Q1 2024. The company saw a 23% increase in adjusted operating earnings driven by strong growth in variable annuity assets under management and record RILA sales. Total annuity assets under management grew to $248 billion, and the company returned $172 million to shareholders.

Net income attributable to Jackson Financial Inc. common shareholders was $784 million, or $9.94 per diluted share.

Adjusted operating earnings grew 23% to $334 million, or $4.23 per diluted share.

Record registered index-linked annuity (RILA) sales of $1.2 billion, up from $533 million in the first quarter of 2023.

Total annuity assets under management of $248 billion, up 13% from the prior year.

Total Revenue
-$322M
Previous year: -$749M
-57.0%
EPS
$4.23
Previous year: $3.15
+34.3%
Total Annuity Account Value
$248B
Previous year: $219B
+13.2%
Gross Profit
-$1.01B
Previous year: -$1.37B
-26.2%
Cash and Equivalents
$2.54B
Previous year: $1.78B
+42.9%
Free Cash Flow
$1.43B
Total Assets
$340B
Previous year: $321B
+5.9%

Jackson

Jackson

Jackson Revenue by Segment

Forward Guidance

Jackson anticipates building upon the positive momentum from Q1 2024 throughout the remainder of the year, focusing on achieving financial targets and continuing to deliver on their mission of helping Americans achieve financial freedom for life.

Revenue & Expenses

Visualization of income flow from segment revenue to net income