JXN:NYE-Jackson Financial Inc (USD)

COMMON STOCK | Insurance - Life |

Last Closing

USD 100.63

Change

0.00 (0.00)%

Market Cap

USD 7.52B

Volume

0.92M

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: 2024-11-17 )

ETFs Containing JXN

MVPA Advisor Managed Portfolio.. 4.59 % 0.00 %

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DVLU First Trust Dorsey Wright.. 3.42 % 0.60 %

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DDIV First Trust RBA Quality I.. 2.95 % 0.69 %

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FSCC Federated Hermes ETF Trus.. 2.50 % 0.00 %

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CPAI Northern Lights Fund Trus.. 2.36 % 0.00 %

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PSCF Invesco S&P SmallCap Fina.. 1.98 % 0.29 %

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EBIT Harbor ETF Trust 1.74 % 0.00 %

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MYLD 1.33 % 0.00 %

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WCEO Hypatia Women Ceo ETF 1.18 % 0.00 %

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USD 3.76M
ESIX SPDR S&P SmallCap 600 ESG.. 0.90 % 0.00 %

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USD 6.29M
MWON:XETRA Amundi S&P SmallCap 600 E.. 0.81 % 0.00 %

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USASUS:SW Amundi S&P SmallCap 600 E.. 0.81 % 0.00 %

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FNK First Trust Mid Cap Value.. 0.79 % 0.70 %

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USD 0.22B
DFSV Dimensional ETF Trust 0.73 % 0.00 %

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USD 3.85B
AGED:SW iShares Ageing Population.. 0.59 % 0.00 %

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VTWV Vanguard Russell 2000 Val.. 0.58 % 0.20 %

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USD 0.84B
SAA ProShares Ultra SmallCap6.. 0.38 % 0.95 %

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JPSE JPMorgan Diversified Retu.. 0.38 % 0.29 %

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RFLR Innovator ETFs Trust 0.29 % 0.00 %

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USD 3.86M
RSSL Global X Funds 0.29 % 0.00 %

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USD 1.43B
VTWO Vanguard Russell 2000 Ind.. 0.28 % 0.15 %

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USD 12.32B
UWM ProShares Ultra Russell20.. 0.24 % 0.95 %

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USD 0.54B
EZM WisdomTree U.S. MidCap Ea.. 0.00 % 0.38 %

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HDG ProShares Hedge Replicati.. 0.00 % 0.95 %

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USD 0.03B
IWN iShares Russell 2000 Valu.. 0.00 % 0.00 %

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SPSM SPDR® Portfolio S&P 600 .. 0.00 % 0.06 %

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USD 11.83B
PSC Principal U.S. Small-Cap .. 0.00 % 0.38 %

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USD 0.66B
XSVM Invesco S&P SmallCap Valu.. 0.00 % 0.39 %

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XSMO Invesco S&P SmallCap Mome.. 0.00 % 0.39 %

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VRTVX Vanguard Scottsdale Funds.. 0.00 % 0.00 %

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USD 0.91B
AGED:LSE iShares Ageing Population.. 0.00 % 0.00 %

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AGES:LSE iShares IV Public Limited.. 0.00 % 0.00 %

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

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

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GSSC Goldman Sachs ActiveBeta.. 0.00 % 0.20 %

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USD 0.51B
ISP6:LSE iShares III Public Limite.. 0.00 % 0.00 %

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USD 2.37B
USSC:LSE SPDR® MSCI USA Small Cap.. 0.00 % 0.00 %

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USD 0.54B
ZPRV:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

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USD 0.50B
2B77:XETRA iShares Ageing Population.. 0.00 % 0.00 %

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

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USD 0.50B
AVUV Avantis® U.S. Small Cap .. 0.00 % 0.00 %

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USD 14.03B
DFAS Dimensional U.S. Small Ca.. 0.00 % 0.00 %

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USD 8.99B
DFAT Dimensional U.S. Targeted.. 0.00 % 0.00 %

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USD 10.46B
QVMS Invesco Exchange-Traded F.. 0.00 % 0.00 %

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USD 0.19B
2B77:F iShares Ageing Population.. 0.00 % 0.00 %

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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 96.54% 100% F 98% N/A
Dividend Return 4.10% 63% D 62% D
Total Return 100.64% 100% F 98% N/A
Trailing 12 Months  
Capital Gain 120.00% 100% F 97% N/A
Dividend Return 5.95% 75% C 69% C-
Total Return 125.95% 100% F 97% 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 32.87% 94% A 89% A-
Dividend Return 36.88% 94% A 90% A-
Total Return 4.01% 69% C- 75% C
Risk Return Profile  
Volatility (Standard Deviation) 56.08% 17% F 17% F
Risk Adjusted Return 65.76% 50% F 80% B-
Market Capitalization 7.52B 25% F 82% 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.

Positive cash flow

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

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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