NYSE$JXN

Jackson Financial Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

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

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.

Headline financials

Total Revenue

-$322M

Previous: -$749M+57.0%
EPS

$9.94

Previous: $3.15+215.6%
AUM

$242B

Previous: $219B+10.5%
Capital Expenditures

$0.00

No prior period
Free Cash Flow

$795M

Previous: -$1.5B+153.1%
Net Income

$795M

Previous: -$1.5B+153.1%
Operating Income

-$866M

Previous: -$1.64B+47.1%
Gross Profit

-$595M

Previous: -$1.4B+57.6%
Cash & Equivalents

$2.54B

Previous: $1.78B+42.9%
Total Assets

$340B

Previous: $321B+5.9%
Stock-Based Comp

$45M

Previous: $24M+87.5%

Revenue & EPS history

Jackson · Revenue · Quarterly

-$322M

Q1 2024-57%vs Q1 2023
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Jackson · $355M total across 4 segments · Q3 2023

  • Retail Annuities
    $354M-2.7%
  • Institutional Products
    $21M+5.0%
  • Closed Life and Annuity Blocks
    $6M-81.8%
  • Corporate and Other
    -$26M-100.0%

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.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+2.2%

Avg return

Earnings day

+4.3%

Avg return

5 days after

+8.1%

Avg return

30 days after

63%

15 / 24 earnings

Positive

+20.0%

Q3 2020

Best reaction

-21.4%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.0%+0.9%-1.0%
Q4 2025-2.7%-6.4%-11.9%
Q3 2025-7.3%-7.4%-2.2%
Q1 2025+1.8%+7.4%+0.5%
Q4 2024-8.8%-9.3%-8.5%
Q3 2024+10.5%+12.8%-2.5%
Q2 2024+10.9%+10.8%+10.0%
Q1 2024+7.9%+3.3%+0.3%
Q4 2023+1.5%+2.6%+24.9%
Q3 2023+9.9%+8.7%+21.8%
Q2 2023+1.8%+8.9%+14.2%
Q1 2023-17.9%-17.4%-15.2%
Q4 2022-5.7%-1.9%-1.7%
Q3 2022+15.6%+18.1%+13.6%
Q2 2022+14.4%+19.2%+12.7%
Q1 2021-21.4%-11.2%-15.7%
Q1 2022-20.6%-18.6%-16.8%
Q4 2019-3.1%+3.4%+10.1%
Q4 2021+10.1%-4.4%+15.1%
Q4 2020+20.0%+24.0%+42.1%
Q3 2020+20.0%+24.0%+42.1%
Q3 2021+9.3%+19.0%+36.0%
Q2 2020+4.4%+9.8%+13.7%
Q2 2021+5.7%+6.8%+13.8%
Q1 2020

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