NYSE$JXN

Jackson Financial Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Jackson's Q3 2023 results showcased strategic and operational advancement, with ongoing diversification of the product portfolio.

Jackson Financial Inc. reported a net income of $2,762 million and adjusted operating earnings of $315 million for the third quarter of 2023. The company returned $123 million to shareholders and saw a record level of RILA sales. They are on track to deliver on their financial targets for the second year in a row.

  • Net income attributable to Jackson Financial Inc. common shareholders was $2,762 million, or $33.35 per diluted share.
  • Adjusted operating earnings were $315 million, or $3.80 per diluted share.
  • Returned $123 million to common shareholders through share repurchases and dividends.
  • RILA sales reached $807 million, marking a record level for the company.

Headline financials

Total Revenue

$2.61B

Previous: $4.02B-35.2%
EPS (adj)

$3.80

Previous: $4.24-10.4%
Capital Expenditures

$0.00

No prior period
Free Cash Flow

$2.77B

Previous: $1.48B+87.5%
Net Income

$2.77B

Previous: $1.48B+87.5%
Operating Income

$1.79B

Previous: $1.3B+37.0%
Gross Profit

$2.02B

Previous: $1.52B+32.4%
Cash & Equivalents

$2.76B

Previous: $5.33B-48.2%
Total Assets

$315B

Previous: $303B+3.8%
Stock-Based Comp

$35M

Previous: $27M+29.6%

Revenue & EPS history

Jackson · Revenue · Quarterly

$2.61B

Q3 2023-35.2%vs Q3 2022
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

The information in this press release contains forward-looking statements about future events and circumstances and their effects upon revenues, expenses and business opportunities.

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 Q3 2023

Historical avgQ3 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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