Jackson Financial (FRA:8WF) Tax Rate %: -5.00% (As of Mar. 2026)

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FRA:8WF Jackson Financial Inc FRA:8WF
22 GF Score
Price €104.80
GF Value €138.52
Valuation Modestly Undervalued
! 8 Warning Signs
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What is Jackson Financial Tax Rate %?

Jackson Financial FRA:8WF +1.55% 22 Tax Rate % is -5.00% as of Mar. 2026. GuruFocus rates FRA:8WF with a GF Score™ of 22/100 and a GF Value™ of €138.52 (Modestly Undervalued). The stock has 8 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Jackson Financial's Tax Expense for the three months ended in Mar. 2026 was €17 Mil. Jackson Financial's Pre-Tax Income for the three months ended in Mar. 2026 was €-346 Mil. Therefore, Jackson Financial's Tax Rate % for the quarter that ended in Mar. 2026 was -5.00%.

Jackson Financial Tax Rate % Related Terms

Jackson Financial Tax Rate % Historical Data

* Premium members only.

The historical data trend for Jackson Financial's Tax Rate % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Jackson Financial Tax Rate % Chart

Jackson Financial Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial 15.33 19.46 0.42 4.50 163.16

Jackson Financial Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -5.88 2.12 -26.39 48.04 -5.00
FRA:8WF
22GF Score
Jackson Financial Inc FRA:8WF
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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Jackson Financial Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Jackson Financial's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=-158.844/-97.356
=163.16 %

Jackson Financial's Tax Rate % for the quarter that ended in Mar. 2026 is calculated as

Tax Rate %=Tax Expense (Q: Mar. 2026 )/Pre-Tax Income (Q: Mar. 2026 )
=17.3/-346
=-5.00 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of -5.00% mean?
Jackson Financial (FRA:8WF) has a Tax Rate % of -5.00% as of Mar. 2026.
Is Jackson Financial's Tax Rate % too high?
Jackson Financial's current Tax Rate % is -5.00%. Overall, Jackson Financial has a GF Score™ of 22/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Jackson Financial's Tax Rate % compare to LNC and PRI?
Jackson Financial's Tax Rate % of -5.00% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Rate % for an Insurance company?
A good Tax Rate % depends on the Insurance industry context. However, Tax Rate % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Jackson Financial's current Tax Rate % is -5.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jackson Financial stock overvalued right now?
Based on GuruFocus' analysis, Jackson Financial (FRA:8WF) is currently considered Modestly Undervalued. The stock's GF Value™ is €138.52, compared to a current price of €104.80 — trading 24.3% below its estimated fair value. The current Tax Rate % is -5.00%. Jackson Financial's overall GF Score™ is 22/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Jackson Financial (FRA:8WF), the current Tax Rate % is -5.00% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Jackson Financial (FRA:8WF) Overvalued in 2026?

Based on GuruFocus' analysis, Jackson Financial stock appears to be undervalued. The current stock price of €104.80 is trading 24.3% below its estimated GF Value™ of €138.52. GuruFocus considers Jackson Financial to be Modestly Undervalued.

Key valuation signals for FRA:8WF:

  • Tax Rate %: -5.00%
  • GF Value™: €138.52 vs. price of €104.80 (24.3% below fair value)
  • GF Score™: 22/100 with 8 warning signs

No single metric tells the full story. See the FRA:8WF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Jackson Financial Business Description

Other Exchanges JXN:USA0JKF:UK
Address 1 Corporate Way, Lansing, MI, USA, 48951
Jackson Financial Inc helps Americans grow and protect their retirement savings and income to enable them to pursue financial freedom for life. Its retail product offerings are comprised of annuities, designed to help retail investors save for and live in retirement. Its diverse suite of annuities includes a variable, fixed index, and fixed annuities. The company manages its business through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks and Corporate and Other segments. The company generates the majority of its revenue from the Retail Annuities segment, which offers a variety of retirement income and savings products of variable annuities, registered index-linked annuities ("RILA"), fixed index annuities, fixed annuities, and payout annuities.
22GF Score

Get the complete analysis for FRA:8WF

Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€104.80
Price
€138.52
GF Value