JXN:NYE-Jackson Financial Inc (USD)

COMMON STOCK | Insurance - Life |

Last Closing

USD 89.5

Change

+0.40 (+0.45)%

Market Cap

USD 6.76B

Volume

0.18M

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: 2024-12-24 )

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ANG-PB American National Group Inc

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N/A
ANG-PA American National Group Inc.

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MET-PF MetLife Inc Preferred Stock Se..

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ETFs Containing JXN

MVPA Advisor Managed Portfolio.. 4.33 % 0.00 %

+0.64 (+0.90%)

USD 0.07B
DVLU First Trust Dorsey Wright.. 2.95 % 0.60 %

+0.24 (+0.90%)

USD 0.03B
XSMO Invesco S&P SmallCap Mome.. 2.88 % 0.39 %

+0.60 (+0.90%)

USD 1.40B
FSCC Federated Hermes ETF Trus.. 2.36 % 0.00 %

+0.19 (+0.90%)

USD 5.90M
CPAI Northern Lights Fund Trus.. 2.36 % 0.00 %

N/A

USD 0.05B
EBIT Harbor ETF Trust 1.68 % 0.00 %

+0.33 (+0.90%)

USD 7.92M
XSVM Invesco S&P SmallCap Valu.. 1.41 % 0.39 %

+0.37 (+0.90%)

USD 1.01B
SEIS SEI Select Small Cap ETF 1.05 % 0.00 %

+0.23 (+0.90%)

USD 0.24B
MWON:XETRA Amundi S&P SmallCap 600 E.. 0.85 % 0.00 %

N/A

USD 0.42B
USASUS:SW Amundi S&P SmallCap 600 E.. 0.85 % 0.00 %

N/A

USD 0.42B
ESIX SPDR S&P SmallCap 600 ESG.. 0.82 % 0.00 %

+0.29 (+0.90%)

USD 7.58M
USSC:LSE SPDR® MSCI USA Small Cap.. 0.77 % 0.00 %

+0.41 (+0.90%)

USD 0.63B
DFSV Dimensional ETF Trust 0.64 % 0.00 %

+0.26 (+0.90%)

USD 4.27B
AGED:SW iShares Ageing Population.. 0.59 % 0.00 %

N/A

N/A
QVMS Invesco Exchange-Traded F.. 0.57 % 0.00 %

+0.25 (+0.90%)

USD 0.21B
ZSML:CA BMO S&P US Small Cap Inde.. 0.56 % 0.00 %

+0.30 (+0.90%)

N/A
ZPRV:F SSgA SPDR ETFs Europe II .. 0.55 % 0.00 %

N/A

USD 0.50B
ZPRV:XETRA SPDR® MSCI USA Small Cap.. 0.55 % 0.00 %

N/A

USD 0.50B
XRSG:LSE Xtrackers Russell 2000 UC.. 0.29 % 0.00 %

-1.50 (0.90%)

USD 2.22B
XRSU:LSE Xtrackers Russell 2000 UC.. 0.29 % 0.00 %

+1.11 (+0.90%)

USD 2.22B
EZM WisdomTree U.S. MidCap Ea.. 0.00 % 0.38 %

+0.49 (+0.90%)

N/A
FNK First Trust Mid Cap Value.. 0.00 % 0.70 %

+0.42 (+0.90%)

USD 0.23B
IWN iShares Russell 2000 Valu.. 0.00 % 0.00 %

+1.47 (+0.90%)

N/A
PSCF Invesco S&P SmallCap Fina.. 0.00 % 0.29 %

+0.51 (+0.90%)

USD 0.02B
PSC Principal U.S. Small-Cap .. 0.00 % 0.38 %

+0.48 (+0.90%)

USD 0.74B
VRTIX Vanguard Russell 2000 Ind.. 0.00 % 0.00 %

+3.44 (+0.90%)

USD 10.02B
VRTVX Vanguard Scottsdale Funds.. 0.00 % 0.00 %

+2.77 (+0.90%)

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

-0.01 (0.90%)

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

+2.38 (+0.90%)

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

+0.81 (+0.90%)

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

+0.93 (+0.90%)

N/A
VTWO Vanguard Russell 2000 Ind.. 0.00 % 0.15 %

+0.83 (+0.90%)

USD 13.09B
VTWV Vanguard Russell 2000 Val.. 0.00 % 0.20 %

+1.31 (+0.90%)

USD 0.87B
GSSC Goldman Sachs ActiveBeta.. 0.00 % 0.20 %

+0.58 (+0.90%)

USD 0.55B
ISP6:LSE iShares III Public Limite.. 0.00 % 0.00 %

+10.00 (+0.90%)

USD 2.99B
AVUV Avantis® U.S. Small Cap .. 0.00 % 0.00 %

+0.99 (+0.90%)

USD 15.95B
BKSE BNY Mellon ETF Trust - BN.. 0.00 % 0.00 %

+0.91 (+0.90%)

USD 0.13B
ZSML-F:CA BMO S&P US Small Cap Inde.. 0.00 % 0.00 %

N/A

CAD 5.46M
ZSML-U:CA BMO S&P US Small Cap Inde.. 0.00 % 0.00 %

N/A

N/A
DFAT Dimensional U.S. Targeted.. 0.00 % 0.00 %

+0.51 (+0.90%)

USD 11.39B
2B77:F iShares Ageing Population.. 0.00 % 0.00 %

N/A

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 74.80% 100% F 96% N/A
Dividend Return 5.47% 69% C- 70% C-
Total Return 80.27% 100% F 97% N/A
Trailing 12 Months  
Capital Gain 72.48% 100% F 96% N/A
Dividend Return 5.40% 69% C- 68% D+
Total Return 77.88% 100% F 96% 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 34.86% 94% A 89% A-
Dividend Return 38.91% 94% A 90% A-
Total Return 4.05% 69% C- 75% C
Risk Return Profile  
Volatility (Standard Deviation) 56.55% 17% F 16% F
Risk Adjusted Return 68.80% 50% F 81% B-
Market Capitalization 6.76B 25% F 81% 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:
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.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

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