Jackson Financial Inc.

JXN • Insurance - Life

$140.63

▲ +1.28 (+0.92%)

Current price

EarningsLatest report: Jun 30, 2026

BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.

Market Cap

$9.80B

Growth

4.8%

Cash Flow

5/5

Trend

Stable

Evidence

Positive revenue growth · 11.3%Positive free cash flow · 82.16Consistent free cash flow · 5/5Manageable debt level · 0.46Healthy liquidity · 4.52

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$140.63

Change0.92%

Shares Out69.71M

Market Cap$9.80B

Enterprise Value$-48.39B

52W Range88.20 - 137.99

Beta1.31

P/E106.56

P/S1.51

P/B0.98

P/FCF3.28

EV/Sales-7.43

Price$140.63

Change0.92%

Shares Out69.71M

Market Cap$9.80B

Enterprise Value$-48.39B

52W Range88.20 - 137.99

Beta1.31

P/E106.56

P/S1.51

P/B0.98

P/FCF3.28

EV/Sales-7.43

EV/EBITDA76.09

EV/FCF-16.18

Earnings Yield0.94%

FCF Yield30.51%

Dividend Yield2.08%

Gross Margin85.47%

Oper. Margin-1.71%

Profit Margin0.40%

Debt/Eq0.46

Current Ratio4.52

Quick Ratio4.52

Revenue 5Y4.79%

FCF 5Y4.86%

Target$141.33

Target Upside0.50%

Target Median$140.00

Target Range135.00 - 149.00

Volume827.89K

Avg Volume646.42K

EPS Surprise-0.02

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

27/100

Financial Strength

Debt, cash, stability

74/100

Growth Potential

Revenue and expansion

85/100

Price Attractiveness

Cheap or expensive today

76/100

Why this score▼

Positive revenue growth · 11.3%Positive free cash flow · 82.16Consistent free cash flow · 5/5Manageable debt level · 0.46Healthy liquidity · 4.52Expensive earnings multiple · 276.83

Analyst view

Analyst sentiment and price target

JXN

Analyst sentiment

Based on 6 analyst votes · 2026-09-05

67/100

Neutral

Bullish

Hold

Bearish

Price Target

2026-08-05

Low

$140.00

Mean

$144.50

Median

$144.50

High

$149.00

Company Overview

IPO: 9/1/2021

Industry: Insurance - Life

P/B i: 0.98

Debt / Equity i: 0.46

Operating Margin: -1.71%

Net Margin: 0.40%

ROE i: -

ROIC: -

Financial Health

Score15 / 20

Debt / Equity: 0.46

Current Ratio: 4.52

Quick Ratio: 4.52

Status: Good

Insider Transactions

Recent executive and insider activity

Anderson Craig A.

Transaction: 06/25/2026

BUY

Change

—

Price

Not reported

Filing

06/29/2026

Type

BUY

Anderson Craig A.

Transaction: 06/25/2026

BUY

Change

—

Price

Not reported

Filing

06/29/2026

Type

BUY

Binioris Savvas Steve Panagiotis

Transaction: 06/25/2026

BUY

Change

—

Price

Not reported

Filing

06/29/2026

Type

BUY

Insider	Type	Change	Price	Transaction	Filing
Anderson Craig A.	BUY	—	Not reported	06/25/2026	06/29/2026
Anderson Craig A.	BUY	—	Not reported	06/25/2026	06/29/2026
Binioris Savvas Steve Panagiotis	BUY	—	Not reported	06/25/2026	06/29/2026
Chelko Carrie	BUY	—	Not reported	06/25/2026	06/29/2026
Cummings Don W	BUY	—	Not reported	06/25/2026	06/29/2026
Prieskorn Laura Louene	BUY	—	Not reported	06/25/2026	06/29/2026
Raub Christopher	BUY	—	Not reported	06/25/2026	06/29/2026
Claffee Lily Fu	BUY	—	Not reported	06/25/2026	06/29/2026
KANDARIAN STEVEN A	BUY	—	Not reported	06/25/2026	06/29/2026
Kirkland Derek G	BUY	—	Not reported	06/25/2026	06/29/2026
Lawton Drew	BUY	—	Not reported	06/25/2026	06/29/2026
Lippert Martin J	BUY	—	Not reported	06/25/2026	06/29/2026
Noles Russell G	BUY	—	Not reported	06/25/2026	06/29/2026
STECHER ESTA E	BUY	—	Not reported	06/25/2026	06/29/2026
Binioris Savvas Steve Panagiotis	SELL	—	$109.64	05/09/2026	05/12/2026
Raub Christopher	SELL	—	$109.64	05/09/2026	05/12/2026
Claffee Lily Fu	BUY	—	Not reported	03/26/2026	03/30/2026
Durant Gregory T	BUY	—	Not reported	03/26/2026	03/30/2026
KANDARIAN STEVEN A	BUY	—	Not reported	03/26/2026	03/30/2026
Kirkland Derek G	BUY	—	Not reported	03/26/2026	03/30/2026

About the Company

Jackson Financial Inc.

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.

Source - link

Peers

ACGL AMG EQH JHG LNC PRI RNR RYAN SNV VOYA

Size reflects market cap · color matches the chart line

1Y peer performance

Top performers + selected company

Latest news

Jackson Financial: A Buyback Machine With An Attractive Valuation - Strong Buy

Jackson Financial (JXN) is misunderstood by the market, trading at highly attractive valuation metrics due to perceived earnings volatility. JXN is leveraging cash from its variable-annuity franchise to build a more profitable spread-based annuity business while returning significant capital to shareholders. Q2 2026 results highlight robust expansion: retail annuity sales rose 34%, RILA sales 69%, fixed and FIA sales 73%, with adjusted EPS up 50%.

Seeking Alpha

Bank of New York Mellon Corp Makes New $66.64 Million Investment in Jackson Financial Inc. $JXN

Bank of New York Mellon Corp acquired a new stake in Jackson Financial Inc. (NYSE: JXN) during the second quarter, according to its most recent filing with the SEC. The firm acquired 650,839 shares of the company's stock, valued at approximately $66,639,000. Bank of New York Mellon Corp owned about 0.93% of Jackson

Defense World

Your Annuity Might Be Backed by LeBron’s Nike Deal: Inside the $245 Million Two Retirement Insurers Are Betting on the King

Your fixed annuity and LeBron James share a balance sheet, and the tax consequences of that arrangement fall entirely on you. Here is what the insurers funding his Nike deal are not telling their policyholders.

247 Wallst

Jackson Financial Inc. $JXN Shares Acquired by Bank of America Corp DE

Bank of America Corp DE lifted its holdings in shares of Jackson Financial Inc. (NYSE: JXN) by 17.5% during the quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 325,222 shares of the company's stock after acquiring an additional 48,399 shares during the period. Bank of

Defense World

Jackson Financial Q2 Earnings Call Highlights

Jackson Financial (NYSE: JXN) reported record adjusted operating earnings in the second quarter of 2026, supported by higher fee income, growth in spread-based products and strong equity-market performance. The company also said it remains on track to meet its full-year free capital generation and shareholder-return targets. Adjusted operating earnings were $7.30 per diluted share for the

Defense World

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-05-05	5.96	5.94	-0.02
2026-02-18	5.86	6.61	0.75
2025-11-04	5.1	6.16	1.06
2025-08-05	4.61	4.87	0.26
2025-05-07	4.93	5.1	0.17
2025-02-19	4.72	4.65	-0.07
2024-11-06	4.66	4.6	-0.06
2024-08-07	4.32	5.32	1
2024-05-08	3.67	4.23	0.56
2024-02-21	3.53	2.53	-1
2023-11-08	3.57	3.8	0.23
2023-08-08	3.78	3.34	-0.44