JXN:NYE-Jackson Financial Inc (USD)

COMMON STOCK | Insurance - Life |

Last Closing

USD 83.36

Change

+0.60 (+0.72)%

Market Cap

USD 6.14B

Volume

1.70M

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. It 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. Its 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. It also provides 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)

Compare
Relative Returns (From:    To: 2025-03-17 )

Largest Industry Peers for Insurance - Life

Symbol Name Price(Change) Market Cap
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PUK Prudential PLC ADR

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PRI Primerica Inc

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FG F&G Annuities & Life Inc.

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ANG-PA American National Group Inc.

N/A

N/A
ANG-PB American National Group Inc

+0.02 (+0.06%)

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

+0.18 (+0.88%)

N/A

ETFs Containing JXN

FSCC Federated Hermes ETF Trus.. 2.33 % 0.00 %

+0.30 (+1.11%)

USD 0.01B
EBIT Harbor ETF Trust 1.51 % 0.00 %

+0.39 (+1.11%)

USD 9.03M
SEIS SEI Select Small Cap ETF 0.97 % 0.00 %

+0.26 (+1.11%)

USD 0.24B
USASUS:SW Amundi S&P SmallCap 600 E.. 0.84 % 0.00 %

-0.19 (1.11%)

USD 0.42B
ESIX SPDR S&P SmallCap 600 ESG.. 0.79 % 0.00 %

+0.36 (+1.11%)

USD 6.76M
MWON:XETRA Amundi S&P SmallCap 600 E.. 0.79 % 0.00 %

+0.66 (+1.11%)

N/A
DFSV Dimensional ETF Trust 0.63 % 0.00 %

+0.34 (+1.11%)

USD 4.17B
QVMS Invesco Exchange-Traded F.. 0.61 % 0.00 %

+0.26 (+1.11%)

USD 0.19B
AGED:SW iShares Ageing Population.. 0.59 % 0.00 %

+0.06 (+1.11%)

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

+0.69 (+1.11%)

USD 0.50B
VRTVX Vanguard Scottsdale Funds.. 0.53 % 0.00 %

+2.74 (+1.11%)

USD 0.91B
EZM WisdomTree U.S. MidCap Ea.. 0.00 % 0.38 %

+0.70 (+1.11%)

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

+1.61 (+1.11%)

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

+0.47 (+1.11%)

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

+0.56 (+1.11%)

USD 0.75B
XSMO Invesco S&P SmallCap Mome.. 0.00 % 0.39 %

+0.43 (+1.11%)

USD 1.41B
AGED:LSE iShares Ageing Population.. 0.00 % 0.00 %

+0.11 (+1.11%)

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

+5.25 (+1.11%)

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

+0.98 (+1.11%)

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

+1.11 (+1.11%)

N/A
VTWV Vanguard Russell 2000 Val.. 0.00 % 0.20 %

+1.24 (+1.11%)

USD 0.83B
GSSC Goldman Sachs ActiveBeta.. 0.00 % 0.20 %

+0.73 (+1.11%)

USD 0.52B
ISP6:LSE iShares III Public Limite.. 0.00 % 0.00 %

+44.50 (+1.11%)

USD 3.07B
USSC:LSE SPDR® MSCI USA Small Cap.. 0.00 % 0.00 %

+0.97 (+1.11%)

USD 0.60B
ZPRV:XETRA SPDR® MSCI USA Small Cap.. 0.00 % 0.00 %

+0.82 (+1.11%)

N/A
ZSML:CA BMO S&P US Small Cap Inde.. 0.00 % 0.00 %

+0.29 (+1.11%)

N/A
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

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 -4.27% 10% F 29% F
Dividend Return 0.92% 36% F 49% F
Total Return -3.35% 10% F 32% F
Trailing 12 Months  
Capital Gain 35.85% 78% C+ 92% A
Dividend Return 4.73% 69% C- 69% C-
Total Return 40.58% 78% C+ 93% 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 37.38% 94% A 91% A-
Dividend Return 41.52% 94% A 91% A-
Total Return 4.13% 63% D 75% C
Risk Return Profile  
Volatility (Standard Deviation) 55.80% 17% F 16% F
Risk Adjusted Return 74.40% 56% F 83% B
Market Capitalization 6.14B 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.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor return on equity

The company management has delivered below median return on equity 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 Revenue Growth

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