Jackson Financial Inc. (NYSE: JXN) is a Financial Services company in the Insurance - Life industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 170.09 | EPS (ttm) | 0.78 | Insider Own | 2.32% | Shs Outstand | 69.74M | Perf Week | -3.95% |
| Market Cap | 9.25B | Forward P/E | 4.19 | EPS next Y | 31.70 | Insider Trans | -0.77% | Shs Float | 62.14M | Perf Month | 1.24% |
| Enterprise Value | 6.42B | PEG | 9.53 | EPS next Q | 7.25 | Inst Own | - | Short Float | 5.41% | Perf Quarter | 24.21% |
| Income | 103.00M | P/S | 1.42 | EPS this Y | 3371.19% | Inst Trans | - | Short Ratio | 5.41 | Perf Half Y | 29.41% |
| Sales | 6.51B | P/B | 0.88 | EPS next Y | 17.08% | ROA | 0.03% | Short Interest | 3.36M | Perf YTD | 24.40% |
| Book/sh | 150.18 | P/C | 0.16 | EPS next 5Y | 17.84% | ROE | 1.04% | 52W High | 140.90 -5.84% | Perf Year | 37.07% |
| Cash/sh | 834.41 | P/FCF | 1.64 | EPS past 3/5Y | - | ROIC | 0.04% | 52W Low | 89.67 47.95% | Perf 3Y | 243.53% |
| Dividend Est. | 3.60 (2.71%) | EV/EBITDA | 16.00 | Sales past 3/5Y | -11.74% 7.56% | Gross Margin | 86.76% | Volatility | 4.85% 2.85% | Perf 5Y | 391.37% |
| Dividend TTM | 3.50 (2.64%) | EV/Sales | 0.99 | EPS Y/Y TTM | -93.36% | Oper. Margin | -0.32% | ATR (14) | 4.52 | Perf 10Y | - |
| Dividend Ex-Date | Sep 15, 2026 | Quick Ratio | 0.42 | Sales Y/Y TTM | 110.64% | Profit Margin | 1.58% | RSI (14) | 48.21 | Recom | 2.67 |
| Dividend Gr. 3/5Y | 13.30% - | Current Ratio | 0.42 | EPS Q/Q | 49.90% | SMA20 | -1.93% | Beta | 1.32 | Target Price | 141.33 |
| Payout | 269.90% | Debt/Eq | 0.45 | Sales Q/Q | 134.78% | SMA50 | 2.03% | Rel Volume | 4.91 | Prev Close | 129.38 |
| Employees | 3,490 | LT Debt/Eq | 0.45 | Earnings | Nov 03 | SMA200 | 15.94% | Avg Volume | 688.32K | Price | 132.67 |
| IPO Date | Sep 01, 2021 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 27.64% 49.79% | Net Debt/EBITDA | -8.02 | Volume | 3,380,956 | Change | 2.54% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-05-26 | Reiterated | Evercore ISI Group | In Line | $118 → $135 |
| Aug-04-26 | Reiterated | Barclays | Overweight | $139 → $149 |
| Jul-10-26 | Upgrade | Jefferies | Hold → Buy | $80 → $140 |
| Jul-07-26 | Reiterated | Barclays | Overweight | $137 → $139 |
| Jan-08-26 | Reiterated | Barclays | Overweight | $128 → $137 |
| Jan-06-26 | Reiterated | Evercore ISI | Underperform | $110 → $118 |
| Dec-15-25 | Reiterated | Morgan Stanley | Equal Weight | $101 → $105 |
| Nov-05-25 | Reiterated | Barclays | Overweight | $125 → $128 |
| Oct-09-25 | Reiterated | Evercore ISI Group | Underperform | $110 |
| Oct-08-25 | Reiterated | Barclays | Overweight | $109 → $125 |
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.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 6,513 | 6,683 | 3,092 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 862 | 971 | 702 | — | — | — | — | — | — | |
| Gross Profit | 5,651 | 5,712 | 2,390 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 1,280 | 0 | 1,120 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 4,392 | 5,826 | 248 | — | — | — | — | — | — | |
| Operating Income | -21 | -114 | 1,022 | — | — | — | — | — | — | |
| Interest Expense | 102 | 100 | 101 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 102 | 100 | 101 | — | — | — | — | — | — | |
| Net Income Before Taxes | -21 | -114 | 1,022 | — | — | — | — | — | — | |
| Income Taxes | -166 | -186 | 46 | — | — | — | — | — | — | |
| Consolidated Net Income | 103 | 27 | 946 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 145 | 72 | 976 | — | — | — | — | — | — | |
| Net Income | 103 | 27 | 946 | — | — | — | — | — | — | |
| EPS (Recurring) | 0.80 | -0.24 | 11.86 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 0.80 | -0.24 | 11.86 | — | — | — | — | — | — | |
| EPS (Diluted) | 0.78 | -0.24 | 11.74 | — | — | — | — | — | — | |
| EBITDA | 401 | -14 | 1,123 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 170.09 | — | 7.42 | — | — | — | — | — | — | |
| Price To Sales Ratio | 1.43 | 1.12 | 2.08 | — | — | — | — | — | — | |
| Gross Margin | 86.76 | 85.47 | 77.30 | — | — | — | — | — | — | |
| Operating Margin | -0.32 | -1.71 | 33.05 | — | — | — | — | — | — | |
| Net Margin | 1.58 | 0.40 | 30.60 | — | — | — | — | — | — | |
| Shares Outstanding | 70 | 70 | 74 | — | — | — | — | — | — | |
| Market Capitalization | 9,287 | 7,466 | 6,444 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Raub Christopher | EVP JFI; CEO PPM America | Aug 12 '26 | Sale | 130.69 | 5,000 | 653,450 | 42,160 | Aug 13 |
| Chelko Carrie | EVP and General Counsel | Aug 05 '26 | Sale | 134.24 | 7,500 | 1,006,800 | 80,914 | Aug 06 |
| Kirkland Derek G | Director | Mar 11 '26 | Sale | 108.32 | 10,000 | 1,083,200 | 34,450 | Mar 12 |
| Raub Christopher | Executive Vice President | Mar 10 '26 | Option Exercise | 0.00 | 7,015 | 0 | 45,527 | Mar 12 |
| Anderson Craig A. | SVP and Controller | Mar 10 '26 | Option Exercise | 0.00 | 5,191 | 0 | 7,539 | Mar 12 |
| Chelko Carrie | EVP and General Counsel | Aug 13 '25 | Sale | 95.40 | 3,000 | 286,200 | 71,928 | Aug 15 |
| Smith Craig Donald | President and CEO PPM America | Aug 11 '25 | Sale | 91.67 | 2,500 | 229,175 | 109,200 | Aug 13 |
| Smith Craig Donald | President and CEO PPM America | Aug 08 '25 | Sale | 89.96 | 3,500 | 314,860 | 111,700 | Aug 11 |
| Smith Craig Donald | President and CEO PPM America | Aug 07 '25 | Sale | 88.44 | 1,500 | 132,660 | 115,200 | Aug 11 |
| Smith Craig Donald | President and CEO PPM America | Apr 07 '25 | Sale | 69.52 | 20,607 | 1,432,550 | 116,423 | Apr 08 |