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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): February 11, 2026

 

Jackson Financial Inc.

(Exact name of registrant as specified in its charter)

 

Delaware   001-40274   98-0486152
(State or other jurisdiction of incorporation or
organization)
  (Commission File
Number)
  (I.R.S. Employer Identification No.)

 

1 Corporate Way, Lansing, Michigan

     

48951

(Address of principal executive offices)       (Zip Code)

 

(517) 381-5500

(Registrant’s telephone number, including area code)

 

N/A

(Former name or former address, if changed since last report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of Each Class   Trading Symbol(s)   Name of Exchange on Which Registered
         
Common Stock, Par Value $0.01 Per Share   JXN   New York Stock Exchange
         
Depositary Shares, each representing a 1/1,000th interest in a share of Fixed-Rate Reset Noncumulative Perpetual Preferred Stock, Series A   JXN PRA   New York Stock Exchange

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (240.12b-2 of this chapter).

 

Emerging growth company ¨

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨

 

 

 

 

 

 

Item 8.01 Other Events.

 

On February 11, 2026, Jackson Financial Inc. (the “Company”), Jackson Brooke LLC (“JBLLC”), TPG Inc. (“TPG”) and TPG Operating Group II, L.P. (“TPG Partnership”) closed the transactions contemplated under a previously announced investment agreement (the “Investment Agreement”), entered into on January 5, 2026, among the parties, including (i) the issuance and sale by the Company to TPG Partnership of 4,715,554 shares of the Company’s common stock, (ii) the receipt by JBLLC of 2,279,109 shares of TPG’s Class A common stock, and (iii) the entry by certain subsidiaries of the Company and affiliates of TPG Partnership into various investment management agreements, as contemplated by the Investment Agreement. See the Company’s Current Report on Form 8-K dated January 5, 2026, for more information.

 

A copy of the Company’s press release announcing the closing, issued on February 11, 2026, is furnished as Exhibit 99.1 to this Report.

 

************

 

SAFE HARBOR

 

The information in this report (including Exhibit 99.1) contains forward-looking statements about future events and circumstances and their effects upon revenues, expenses and business opportunities. Generally speaking, any statement in this report (including Exhibit 99.1) not based upon historical fact is a forward-looking statement. Forward-looking statements can also be identified by the use of forward-looking or conditional words, such as “could,“ “should,“ “can,“ “continue,“ “estimate,“ “forecast,“ “intend,“ “look,“ “may,“ “expect,“ “believe,“ “anticipate,“ “plan,“ “predict,“ “remain,“ “future,“ “confident,“ and “commit“ or similar expressions. In particular, statements regarding plans, strategies, prospects, targets and expectations regarding the business and industry are forward-looking statements. They reflect expectations, are not guarantees of performance and speak only as of the dates the statements are made. We caution investors that these forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially from those projected, expressed, or implied. Other factors that could cause actual results to differ materially from those in the forward-looking statements include those reflected in Part I, Item 1A. Risk Factors and Part II, Item 7. Management‘s Discussion and Analysis of Financial Condition and Results of Operations in our Annual Report on Form 10-K for the year ended December 31, 2024, as filed with the U.S. Securities and Exchange Commission (“SEC“) on February 26, 2025, and elsewhere in the Company’s reports filed with the SEC. Except as required by law, Jackson Financial Inc. does not undertake to update such forward-looking statements. You should not rely unduly on forward-looking statements.

 

WEBSITE INFORMATION

 

Visit investors.jackson.com to view information regarding Jackson Financial Inc. We routinely use our investor relations website, at investors.jackson.com, as a primary channel for disclosing key information to our investors. We may use our website as a means of disclosing material, non-public information and for complying with our disclosure obligations. Accordingly, investors should monitor our investor relations website, in addition to following our press releases, filings with the SEC, public conference calls, presentations, and webcasts. We and certain of our senior executives may also use social media channels to communicate with our investors and the public about our Company and other matters, and those communications could be deemed to be material information. The information contained on, or that may be accessed through, our website, our social media channels, or our executives’ social media channels, is not incorporated by reference into and is not part of this report.

 

Item 9.01.Financial Statements and Exhibits.

 

(d) Exhibits.

 

Exhibit No.   Description
     
99.1   Press Release, dated February 11, 2026
     
104   Cover Page Interactive Data File (the coverage page XBRL tags are embedded within the Inline XBRL Document).

 

 

 

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

 

  JACKSON FINANCIAL INC.
   
  By: /s/ Don W. Cummings
    Don W. Cummings
    Executive Vice President and Chief Financial Officer
    (Principal Financial Officer)
Date: February 11, 2026    

 

 

 


ATTACHMENTS / EXHIBITS

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