Jackson Financial Inc (FRA:8WF)

Q1 2025 Jackson Financial Inc Earnings Call Transcript

May 8, 2025 / 01:00 PM GMT

Release Date Price: €73.64 (+3.92%)

Transcript 10-Q8-K

Key Points

Positve

Jackson Financial Inc (JXN) reported a 13% increase in adjusted operating earnings, reaching $376 million for the first quarter of 2025.
The company achieved a 20% increase in adjusted operating earnings per share compared to the previous year.
Retail annuity sales exceeded $4 billion, marking a 9% growth from the previous year.
Jackson Financial Inc (JXN) returned over $230 million to common shareholders in the first quarter while maintaining more than $600 million in holding company liquid assets.
The company's Ryla product suite saw consistent sales growth, with first-quarter sales reaching $1.2 billion, up 3% from the previous year.

Negative

Jackson Financial Inc (JXN) reported a net loss for the quarter due to the impact of third-party reinsurance and modest net hedging results.
Higher general and administrative expenses in the retail annuities segment were noted, primarily due to seasonality and compensation expenses.
The company's institutional segment experienced a decline in pre-tax adjusted operating earnings compared to the first quarter of the previous year.
Variable annuity net flows have been elevated, reflecting the aging of policyholders and large past sales years coming out of the surrender period.
The company's hedging program reported a consolidated net hedge loss of $134 million in the first quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JXN.N - Jackson Financial Inc
Q1 2025 Jackson Financial Inc Earnings Call
May 08, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning.

Thank you for attending the Jackson Financial 125 earnings call. My name is Matt, and I'll be the moderator for today's call. All lines will be immediate in the presentation portion of the call for an opportunity for questions and answers at the end. If you'd like to ask a question, please press 1 on your telephone keypad. I'd like to pass the conference over to our host, Liz Werner, head of investor relations. Liz, please go ahead.

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Unidentified_2 [2]
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Good morning everyone and welcome to Jackson's first quarter 2025 earnings call

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