NYSE$JXN

Jackson Financial Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Jackson's financial performance reflected progress toward strategic goals, with successful RILA offering launch and capital return to shareholders.

Jackson Financial Inc. reported a net income attributable to common shareholders of $1,204 million, or $14.21 per diluted share. Adjusted operating earnings were $283 million, or $3.34 per diluted share. The company returned $100 million to common shareholders through share repurchases and dividends and remains committed to achieving its 2023 capital return target of $450-$550 million.

  • Net income attributable to Jackson Financial Inc. common shareholders was $1,204 million, or $14.21 per diluted share.
  • Adjusted operating earnings were $283 million, or $3.34 per diluted share.
  • Returned $100 million to common shareholders through share repurchases and dividends.
  • Second quarter 2023 registered index-linked annuity (RILA) sales of $541 million, up from $490 million in the second quarter of 2022.

Headline financials

Total Revenue

$410M

Previous: $6.52B-93.7%
EPS (adj)

$3.34

Previous: $2.52+32.5%
Free Cash Flow

$1.22B

Previous: $2.9B-58.1%
Net Income

$1.22B

Previous: $2.9B-58.1%
Operating Income

-$452M

Previous: $4.39B-110.3%
Gross Profit

-$208M

Previous: $4.59B-104.5%
Cash & Equivalents

$2.1B

Previous: $5.26B-60.1%
Total Assets

$327B

Previous: $316B+3.4%
Stock-Based Comp

$15M

Previous: -$2M+850.0%

Revenue & EPS history

Jackson · Revenue · Quarterly

$410M

Q2 2023-93.7%vs Q2 2022
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Jackson · $305M total across 4 segments · Q2 2023

  • Retail Annuities
    $328M+50.5%
  • Institutional Products
    $17M-10.5%
  • Closed Life and Annuity Blocks
    $7M+16.7%
  • Corporate and Other
    -$47M

Forward guidance

Jackson remains confident in achieving its 2023 key financial targets and creating long-term value for shareholders.

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 Q2 2023

Historical avgQ2 2023

+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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