JXN:NYE-Jackson Financial Inc (USD)

COMMON STOCK | Insurance - Life |

Last Closing

USD 87.07

Change

+1.22 (+1.42)%

Market Cap

USD 6.06B

Volume

0.64M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. The company operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities; and a block of group payout annuities. The company also offers investment management services. It sells its products through a distribution network that includes independent broker-dealers, wirehouses, regional broker-dealers, banks, independent registered investment advisors, third-party platforms, and insurance agents. The company was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. Jackson Financial Inc. was incorporated in 2006 and is headquartered in Lansing, Michigan.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Insurance - Life

Symbol Name Price(Change) Market Cap
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FG F&G Annuities & Life Inc.

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ANG-PB American National Group Inc

+0.15 (+0.61%)

N/A
ANG-PA American National Group Inc.

+0.05 (+0.21%)

N/A
MET-PF MetLife Inc Preferred Stock Se..

+0.01 (+0.04%)

N/A

ETFs Containing JXN

MVPA Advisor Managed Portfolio.. 4.53 % 0.00 %

+0.25 (+0.02%)

USD 0.05B
FSCC Federated Hermes ETF Trus.. 2.64 % 0.00 %

+0.01 (+0.02%)

N/A
CPAI Northern Lights Fund Trus.. 2.31 % 0.00 %

+0.03 (+0.02%)

USD 0.02B
RDVY First Trust Rising Divide.. 2.20 % 0.50 %

-0.04 (0.02%)

USD 11.42B
PSCF Invesco S&P SmallCap Fina.. 1.63 % 0.29 %

+0.20 (+0.02%)

USD 0.02B
EBIT Harbor ETF Trust 1.56 % 0.00 %

+0.06 (+0.02%)

N/A
XSVM Invesco S&P SmallCap Valu.. 1.36 % 0.39 %

-0.01 (0.02%)

USD 0.80B
MYLD 1.29 % 0.00 %

N/A

N/A
WCEO Hypatia Women Ceo ETF 1.05 % 0.00 %

+0.08 (+0.02%)

USD 3.52M
IJS iShares S&P Small-Cap 600.. 0.93 % 0.25 %

+0.10 (+0.02%)

USD 7.07B
AVUV Avantis® U.S. Small Cap .. 0.83 % 0.00 %

-0.02 (0.02%)

USD 13.04B
FNK First Trust Mid Cap Value.. 0.81 % 0.70 %

+0.10 (+0.02%)

USD 0.21B
USSC:LSE SPDR® MSCI USA Small Cap.. 0.67 % 0.00 %

-0.56 (0.02%)

USD 0.50B
ZPRV:F SSgA SPDR ETFs Europe II .. 0.67 % 0.00 %

+0.60 (+0.02%)

USD 0.50B
ZPRV:XETRA SPDR® MSCI USA Small Cap.. 0.67 % 0.00 %

-0.48 (0.02%)

USD 0.50B
DFSV Dimensional ETF Trust 0.65 % 0.00 %

+0.02 (+0.02%)

USD 3.48B
2B77:XETRA iShares Ageing Population.. 0.64 % 0.00 %

-0.05 (0.02%)

USD 0.50B
AGED:SW iShares Ageing Population.. 0.59 % 0.00 %

-0.01 (0.02%)

N/A
QVMS Invesco Exchange-Traded F.. 0.54 % 0.00 %

+0.05 (+0.02%)

USD 0.19B
VRTVX Vanguard Scottsdale Funds.. 0.52 % 0.00 %

+0.20 (+0.02%)

USD 0.91B
VTWV Vanguard Russell 2000 Val.. 0.49 % 0.20 %

+0.07 (+0.02%)

USD 0.78B
DFAT Dimensional U.S. Targeted.. 0.48 % 0.00 %

+0.08 (+0.02%)

USD 9.95B
GSSC Goldman Sachs ActiveBeta.. 0.34 % 0.20 %

+0.02 (+0.02%)

USD 0.50B
EZM WisdomTree U.S. MidCap Ea.. 0.00 % 0.38 %

+0.07 (+0.02%)

N/A
IWN iShares Russell 2000 Valu.. 0.00 % 0.00 %

+0.22 (+0.02%)

N/A
PSC Principal U.S. Small-Cap .. 0.00 % 0.38 %

+0.20 (+0.02%)

USD 0.63B
AGED:LSE iShares Ageing Population.. 0.00 % 0.00 %

-0.05 (0.02%)

N/A
AGES:LSE iShares IV Public Limited.. 0.00 % 0.00 %

-5.00 (0.02%)

N/A
SLYV SPDR® S&P 600 Small Cap .. 0.00 % 0.15 %

+0.08 (+0.02%)

N/A
VIOV Vanguard S&P Small-Cap 60.. 0.00 % 0.20 %

+0.26 (+0.02%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Life) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 70.06% 100% F 98% N/A
Dividend Return 4.10% 81% B- 73% C
Total Return 74.16% 100% F 98% N/A
Trailing 12 Months  
Capital Gain 123.03% 100% F 99% N/A
Dividend Return 6.97% 88% B+ 81% B-
Total Return 129.99% 100% F 99% N/A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 26.63% 89% A- 88% B+
Dividend Return 30.72% 89% A- 89% A-
Total Return 4.09% 63% D 72% C
Risk Return Profile  
Volatility (Standard Deviation) 50.75% 17% F 18% F
Risk Adjusted Return 60.53% 61% D- 78% C+
Market Capitalization 6.06B 25% F 80% B-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector