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MarketBeat
Mon, February 23, 2026 astatine 11:07 AM CST 8 min read
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Strong 2025 results: Jackson exceeded its 2025 fiscal targets, with adjusted operating net up ~12% and EPS rising implicit 20%, generating astir $1.4 cardinal of escaped superior and returning $862 cardinal to shareholders for the year.
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TPG concern and captive strategy: The institution closed a strategical woody with TPG that delivered astir $650 cardinal of worth and a $500 cardinal common-stock issuance, with maturation superior funneled into a caller captive reinsurer (Hickory Re) to escaped up superior for spread-product growth.
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Raised 2026 outlook: Management acceptable a 2026 escaped superior people of astatine slightest $1.2 billion, accrued capital-return guidance to $900 million–$1.1 cardinal and raised the quarterly dividend to $0.90, portion informing GAAP volatility from hedge losses drove a Q4 pre-tax GAAP loss.
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Jackson Financial (NYSE:JXN) executives said the institution exceeded its 2025 fiscal targets, acceptable caller income records, and raised its 2026 outlook for some superior procreation and shareholder returns during the company’s fourth-quarter net call.
CEO Laura Prieskorn opened the telephone by highlighting precocious announced strategical actions, including the closing of Jackson’s semipermanent strategical concern with TPG. Prieskorn said the concern is intended to enactment “accelerated growth” successful the company’s spread-based concern and summation flexibility. She besides pointed to superior ratio benefits tied to the company’s captive strategy, which absorption said positions Jackson to physique momentum successful fixed and fixed scale annuities.
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CFO Don Cummings aboriginal said the institution received $650 cardinal successful worth from the TPG transaction and issued $500 cardinal of communal stock, which helium described arsenic astir 4.7 cardinal shares astatine an effectual premium of 30% astatine the clip of signing. Cummings added that maturation superior from the woody volition travel down done the ownership concatenation to the company’s caller captive reinsurer, Hickory Re, and is expected to supply much flexibility astatine Jackson National Life (JNL) by freeing up superior that mightiness different person been utilized to money spread-product growth.
During Q&A, Cummings besides discussed actions taken astatine Brooke Re, the company’s captive utilized for adaptable annuity guarantees, noting 2 fourth-quarter transactions that diversified the entity’s liability and superior profile. He said Jackson reinsured astir $1.3 cardinal of payout annuity liabilities connected a coinsurance basis, with assets transferred to enactment the block. He besides said the institution established Hickory Re arsenic a subsidiary of Brooke Re and ceded astir $1.2 cardinal of in-force assets and liabilities into that structure, which holds fixed and fixed scale annuity liabilities.
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