Company / Shareholders' Equity
Jackson Financial, Inc. Shareholders' Equity History
FY2019-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$10.0B
FY2025
5-year range
$8.6B / $10.4B
FY2021-FY2025
Trend
+1.9%
vs FY2024
Sector context
#74 of 399
Financials
What the data says
Jackson Financial, Inc.'s shareholders' equity of $10.0B is higher than 81% of companies in the Financials sector (FY2025). Shareholders' Equity has fluctuated over the past 7 years, ranging from $7.3B in FY2019 to $10.4B in FY2021.
Based on SEC 10-K filings.
$10.0B in FY2025 with a 5-year CAGR of +0.1%. Top quartile in the Financials sector.
Declined from $10.2B to $10.0B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +4.8%
- 5-Year CAGR
- +0.1%
- 10-Year CAGR
- -
Sector benchmark
-12.7% below sector average
Key checks
Key Insights
- 5-year CAGR of +0.1%, indicating consistent growth.
- In FY2025, shareholders' equity increased 1.9% year-over-year.
- Ranks #74 out of 399 companies in the Financials sector.
- Peak shareholders' equity was recorded in FY2021.
Company context
Key Data Points
- Altman Z-Score 0.05 (distress zone, below 1.8 threshold)
- Strong profit margin: 28.9%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $10.0B | +1.9% |
| FY2024 | $9.8B | -4.0% |
| FY2023 | $10.2B | +17.6% |
| FY2022 | $8.6B | -16.8% |
| FY2021 | $10.4B | +4.7% |
| FY2020 | $9.9B | +35.5% |
| FY2019 | $7.3B | - |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026