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Mar 31

Jackson Q1 2025 Earnings Report

Jackson posted strong adjusted operating earnings despite a net loss driven by reinsured business and market volatility.

Key Takeaways

Jackson Financial delivered solid Q1 2025 results with $376 million in adjusted operating earnings, driven by growth in RILA assets and improved spread income, despite a GAAP net loss of $35 million due to hedging and reinsurance impacts.

Adjusted operating earnings rose to $376 million, or $5.10 per diluted share.

Net loss of $35 million due to reinsurance losses and unfavorable hedging impacts.

Retail annuity sales grew 9% year-over-year to $4.0 billion.

Free cash flow reached $213 million, supported by $240 million in distributions from subsidiaries.

Total Revenue
$3.75B
Previous year: -$322M
-1264.6%
EPS
$5.1
Previous year: $4.23
+20.6%
Average AUM
$246B
Previous year: $242B
+1.7%
Cash and Equivalents
$3.89B
Previous year: $2.54B
+52.9%
Free Cash Flow
$213M
Previous year: $1.43B
-85.1%
Total Assets
$327B
Previous year: $340B
-3.8%

Jackson

Jackson

Jackson Revenue by Segment

Forward Guidance

Jackson aims to build on Q1 momentum, with a focus on capital strength, RILA growth, and shareholder returns.

Positive Outlook

  • Strong adjusted capital of $5.2 billion and 585% RBC ratio at JNLIC.
  • Maintaining over $600 million in liquidity at the holding company.
  • Robust free cash flow generation from in-force business.
  • Ongoing share repurchases and dividends totaling $231 million in Q1.
  • Solid growth in RILA and fixed annuity product lines.

Challenges Ahead

  • Net loss driven by reinsured business losses and hedging impacts.
  • Unfavorable market risk benefits and derivative performance.
  • Volatility in net income from non-operating items.
  • Decline in Institutional Products earnings due to lower spread income.
  • Slight drop in total assets from Q4 2024 due to market factors.