Company / Return on Equity (ROE)
Jackson Financial, Inc. Return on Equity (ROE) History
FY2019-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
0.3%
FY2025
5-year range
-4.8% / 71.5%
FY2021-FY2025
Trend
-97.2%
vs FY2024
Sector context
#356 of 390
Financials
What the data says
Among 390 Financials companies, Jackson Financial, Inc. is in the bottom 9% for return on equity (roe). Return on Equity (ROE) has fluctuated over the past 7 years, ranging from -16.5% in FY2020 to 71.5% in FY2022.
Based on SEC 10-K filings.
0.3% in FY2025 with a 5-year CAGR of +16.7%.
Declined from 9.2% to 0.3% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -71.3pp
- 5-Year Change
- +16.7pp
- 10-Year Change
- -
Sector benchmark
Bottom 9% in FinancialsTop 91% of 390This company 0.3% Sector average 17.6%
▼
-98.5% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 97.2% year-over-year.
- Currently 17.3pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2022.
- Lowest return on equity (roe) in the period was in FY2020.
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 | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 0.3% | -97.2% |
| FY2024 | 9.7% | +5.6% |
| FY2023 | 9.2% | -87.2% |
| FY2022 | 71.5% | +1596.9% |
| FY2021 | -4.8% | +71.0% |
| FY2020 | -16.5% | -142.6% |
| FY2019 | -6.8% | - |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026