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Sep 30, 2024

Jackson Q3 2024 Earnings Report

Jackson's financial performance reflected strong growth in sales, earnings, capital generation, and capital return.

Key Takeaways

Jackson Financial Inc. reported a net loss attributable to common shareholders of $(480) million, or $(6.37) per diluted share, compared to a net income of $2.8 billion, or $33.35 per diluted share in the third quarter of 2023. However, adjusted operating earnings were $350 million, or $4.60 per diluted share, compared to $315 million, or $3.80 per diluted share in the third quarter of 2023. Retail annuity sales increased by 59% year-over-year, driven by growth across all product lines.

Retail annuity sales increased by 59% compared to the third quarter of 2023, reaching $5.3 billion.

Variable annuity sales increased by 8% to $2.6 billion.

Registered index-linked annuity (RILA) sales reached a record $1.6 billion, a 99% increase year-over-year.

Adjusted operating earnings were $350 million, or $4.60 per diluted share, compared to $315 million, or $3.80 per diluted share in the third quarter of 2023.

Total Revenue
$2.12B
Previous year: $2.61B
-18.6%
EPS
$4.6
Previous year: $3.8
+21.1%
Total Annuity Account Value
$256B
Gross Profit
-$16M
Previous year: $1.98B
-100.8%
Cash and Equivalents
$3.06B
Previous year: $2.76B
+10.9%
Total Assets
$346B
Previous year: $288B
+19.9%

Jackson

Jackson

Jackson Revenue by Segment

Forward Guidance

Jackson anticipates building on its momentum through the remainder of 2024 and into 2025 and continuing to deliver on its mission of helping Americans achieve financial freedom for life.

Positive Outlook

  • The company is positioned well to achieve its full year 2024 target of $550-650 million in capital return.
  • Jackson continues to hold more than $1 billion in excess capital above its targeted minimum RBC ratio of 425%.
  • Cash at the holding company increased to nearly $650 million.
  • Statutory TAC at JNLIC was $4.8 billion as of September 30, 2024, up from $4.7 billion as of June 30, 2024.
  • JNLIC's estimated RBC ratio as of September 30, 2024 was up slightly from June 30, 2024 and in a range of 550-570%

Revenue & Expenses

Visualization of income flow from segment revenue to net income