Jackson Financial Inc. logo

Jackson Financial Inc.

JXN

NYSEFinancial ServicesInsurance - Life

Previous close

$129.88

+$0.74 · +0.57%

Aug 21, 4:00 PM ET

JXN company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

70

Undervalued

Momentum

69

Gaining

Sentiment

68

Bullish

Risk resilience

71

Moderate Risk

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Company profile

Company website

Jackson Financial Inc., incorporated in 2006 and based in Lansing, Michigan, specializes in offering a diverse range of annuity products primarily to individual investors across the United States. The company, which was previously known as Brooke (Holdco1) Inc., adopted its current name in July 2020. Its business operations are categorized into three core segments. The Retail Annuities segment delivers retirement savings and income solutions, encompassing offerings such as variable, fixed index, fixed, and immediate payout annuities, alongside registered index-linked annuities and broader lifetime income options. The Institutional Products segment caters to a different client base, providing traditional guaranteed investment contracts, various funding agreements (including those associated with its involvement in the U.S. federal home loan bank program), and medium-term funding agreement-backed notes. Finally, the Closed Life and Annuity Blocks segment manages a portfolio of existing protection products. This includes various life insurance policies – whole, universal, variable universal, and term – as well as fixed, fixed index, and payout annuities, plus a selection of group payout annuities. Beyond these core segments, Jackson Financial Inc. also offers investment management services. The company leverages a comprehensive distribution network to reach its clientele. This network comprises independent broker-dealers, various banking and financial institutions, wirehouses and regional broker-dealers, independent registered investment advisors, third-party platforms, and insurance agents.

Industry
Insurance - Life
Sector
Financial Services
Headquarters
US
CEO
Laura Louene Prieskorn
Listed since
Sep 1, 2021
Employees
3,490

Market position

Day range

Current $129.88

52-week range

Current $129.88

Open
$130.57
Previous close
$129.14
Volume
811.33K
1.31× average
Average volume
619.16K
Average daily volume
Market cap
9.06B USD
Beta
1.31
Market reference 1
50-day average
$119.42
+8.76% above average
200-day average
$110.53
+17.51% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
6.38B USD
P/E (TTM)
162.35×
P/B (TTM)
0.91×
P/S (TTM)
1.39×
EV / EBITDA
-455.61×
Earnings yield
0.36%
Free cash flow yield
77.04%
Dividend yield
2.62%

Profitability & efficiency

Gross margin
86.76%
Operating margin
-0.32%
Net margin
1.58%
Return on equity
0.27%
Return on assets
0.01%
Return on invested capital
0.02%

Financial health

Debt / equity
0.28×
Current ratio
4.52×

Earnings

EPS beat rate
64%
7 beats, 4 misses, 0 met estimates
Average EPS surprise
+5.82%
11 comparable reports
Latest EPS result
7.3
Estimate 5.72 · Beat by 27.62%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates7.596.55.414.32Q1 '25MissQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 19, 2025: actual 4.65, estimate 4.72, surprise -1.48%, Miss. Q2 2025, reported May 7, 2025: actual 5.1, estimate 4.93, surprise +3.45%, Beat. Q3 2025, reported Aug 5, 2025: actual 4.87, estimate 4.61, surprise +5.64%, Beat. Q4 2025, reported Nov 4, 2025: actual 6.16, estimate 5.1, surprise +20.78%, Beat. Q1 2026, reported Feb 18, 2026: actual 6.61, estimate 5.86, surprise +12.80%, Beat. Q2 2026, reported May 5, 2026: actual 5.15, estimate 5.96, surprise -13.59%, Miss. Q3 2026, reported Aug 3, 2026: actual 7.3, estimate 5.72, surprise +27.62%, Beat. Q4 2026, reported Nov 3, 2026: actual —, estimate 7.25, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates4.09B2.45B815.12M-821.64MQ1 '25MissQ2 '25BeatQ3 '25MissQ4 '25MissQ1 '26BeatQ2 '26BeatQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 19, 2025: actual 225M USD, estimate 1.8B USD, surprise -87.49%, Miss. Q2 2025, reported May 7, 2025: actual 3.75B USD, estimate 1.76B USD, surprise +113.01%, Beat. Q3 2025, reported Aug 5, 2025: actual -483M USD, estimate 1.87B USD, surprise -125.82%, Miss. Q4 2025, reported Nov 4, 2025: actual 1.35B USD, estimate 1.92B USD, surprise -29.78%, Miss. Q1 2026, reported Feb 18, 2026: actual 1.99B USD, estimate 1.92B USD, surprise +3.51%, Beat. Q2 2026, reported May 5, 2026: actual 2.9B USD, estimate 1.94B USD, surprise +49.79%, Beat. Q3 2026, reported Aug 3, 2026: actual 168M USD, estimate 1.91B USD, surprise -91.20%, Miss. Q4 2026, reported Nov 3, 2026: actual —, estimate 2.06B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$141.33

8.82% upside
Past 12 months12-month forecastHigh $149Average $141.33Low $135

Rating distribution

6 ratings
Strong buy00%
Buy233%
Hold467%
Sell00%
Strong sell00%

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$3.20

2025 complete year+45.5% since 2022

2026 partial: $1.80

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Sep 15, 2026

$0.90

Quarterly

Record Sep 15, 2026 · Payment Sep 24, 2026

Dividend

Ex-dividend Jun 11, 2026

$0.90

Quarterly

Record Jun 11, 2026 · Payment Jun 25, 2026

Dividend

Ex-dividend Mar 16, 2026

$0.90

Quarterly

Record Mar 16, 2026 · Payment Mar 26, 2026

Dividend

Ex-dividend Dec 4, 2025

$0.80

Quarterly

Record Dec 4, 2025 · Payment Dec 18, 2025

Dividend

Ex-dividend Sep 15, 2025

$0.80

Quarterly

Record Sep 15, 2025 · Payment Sep 25, 2025

Dividend

Ex-dividend Jun 12, 2025

$0.80

Quarterly

Record Jun 12, 2025 · Payment Jun 26, 2025

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