
Jackson Financial Inc.
JXNNYSEFinancial ServicesInsurance - Life
Previous close
$129.88
+$0.74 · +0.57%
JXN company overview
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GoAI snapshot
AI-powered factor overview
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 websiteJackson 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 / TTMValuation & 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
Revenue: actual versus estimate
Recent quarterly results
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Analyst price target
Average target
$141.33
8.82% upsideRating distribution
6 ratingsCorporate 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
$2.20
2,022
$2.48
2,023
$2.80
2,024
$3.20
2,025
$1.80
2,026*
* Partial calendar year in the available dividend history.
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
DividendUpcoming | Sep 15, 2026 | $0.90Quarterly | Sep 15, 2026 | Sep 24, 2026 |
Dividend | Jun 11, 2026 | $0.90Quarterly | Jun 11, 2026 | Jun 25, 2026 |
Dividend | Mar 16, 2026 | $0.90Quarterly | Mar 16, 2026 | Mar 26, 2026 |
Dividend | Dec 4, 2025 | $0.80Quarterly | Dec 4, 2025 | Dec 18, 2025 |
Dividend | Sep 15, 2025 | $0.80Quarterly | Sep 15, 2025 | Sep 25, 2025 |
Dividend | Jun 12, 2025 | $0.80Quarterly | Jun 12, 2025 | Jun 26, 2025 |
Ex-dividend Sep 15, 2026
$0.90
Quarterly
Record Sep 15, 2026 · Payment Sep 24, 2026
Ex-dividend Jun 11, 2026
$0.90
Quarterly
Record Jun 11, 2026 · Payment Jun 25, 2026
Ex-dividend Mar 16, 2026
$0.90
Quarterly
Record Mar 16, 2026 · Payment Mar 26, 2026
Ex-dividend Dec 4, 2025
$0.80
Quarterly
Record Dec 4, 2025 · Payment Dec 18, 2025
Ex-dividend Sep 15, 2025
$0.80
Quarterly
Record Sep 15, 2025 · Payment Sep 25, 2025
Ex-dividend Jun 12, 2025
$0.80
Quarterly
Record Jun 12, 2025 · Payment Jun 26, 2025
JXN peers
ETFs holding JXN
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Core S&P Small-Cap ETFIJR565.14M0.50%111.19B USD0.06%$147.31+0.64%
Vanguard Morningstar Total Stock Market ETFVTI271.64M0.01%2.3T USD0.03%$378.24+0.44%
iShares Russell 2000 ETFIWM202.22M0.25%81.62B USD0.19%$299.96+0.77%
Vanguard Morningstar Small-Cap ETFVB195.96M0.11%183.4B USD0.03%$304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR124.52M0.18%68.3B USD0.05%$249.18+0.68%
Vanguard Extended Market ETFVXF98.2M0.10%93.7B USD0.05%$245.53+0.82%
Avantis U.S. Small Cap Value ETFAVUV94.24M0.30%31.27B USD0.25%$126.45+0.66%
State Street SPDR Portfolio S&P 600 Small Cap ETFSPSM84.92M0.50%17.03B USD0.03%$57.28+0.61%
iShares Core S&P Small-Cap ETFIJR- Market value
- 565.14M
- Weight
- 0.50%
- AUM
- 111.19B USD
- Expense ratio
- 0.06%
- Price / 1D
- $147.31+0.64%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 271.64M
- Weight
- 0.01%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $378.24+0.44%
iShares Russell 2000 ETFIWM- Market value
- 202.22M
- Weight
- 0.25%
- AUM
- 81.62B USD
- Expense ratio
- 0.19%
- Price / 1D
- $299.96+0.77%
Vanguard Morningstar Small-Cap ETFVB- Market value
- 195.96M
- Weight
- 0.11%
- AUM
- 183.4B USD
- Expense ratio
- 0.03%
- Price / 1D
- $304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR- Market value
- 124.52M
- Weight
- 0.18%
- AUM
- 68.3B USD
- Expense ratio
- 0.05%
- Price / 1D
- $249.18+0.68%
Vanguard Extended Market ETFVXF- Market value
- 98.2M
- Weight
- 0.10%
- AUM
- 93.7B USD
- Expense ratio
- 0.05%
- Price / 1D
- $245.53+0.82%
Avantis U.S. Small Cap Value ETFAVUV- Market value
- 94.24M
- Weight
- 0.30%
- AUM
- 31.27B USD
- Expense ratio
- 0.25%
- Price / 1D
- $126.45+0.66%
State Street SPDR Portfolio S&P 600 Small Cap ETFSPSM- Market value
- 84.92M
- Weight
- 0.50%
- AUM
- 17.03B USD
- Expense ratio
- 0.03%
- Price / 1D
- $57.28+0.61%
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