Jackson Financial Inc. JXN R2K
Company Overview
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. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements backed by commercial paper; 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. The company 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.
Why Investors Should Care
Revenue has grown at a 11.5% CAGR over the past five years.
Operating margin of 44.6% supports profitability.
Offers a dividend yield of 3.31%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $6.68B (+104.3% YoY); net profit $27.00M.
- Trailing 12 Months Year-on-year growth — revenue -22.6%, earnings -97.2%.
- 5-Year Trend Long-term compounding — revenue CAGR 11.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 11.50% |
| 1 Year: | -22.60% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | -97.15% |
Stock Price Performance
| 1 Year: | +43.12% |
| 6 Months: | +5.68% |
| 3 Months: | +17.95% |
| 1 Month: | +12.68% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)73.42 · Overbought
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 11.5% over 5 years.
- Attractive dividend yield of 3.31%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JXN Jackson Financial Inc. R2K | 121.92 | -20.32 | $8.50B | 3.31% | - | -3.23% | 11.50% | - |
| 2 | JPM JPMorgan Chase & Co. SPX | 342.89 | 16.42 | $918.78B | 1.87% | - | 16.47% | 5.35% | 7.56% |
| 3 | BRK-B Berkshire Hathaway Inc. SPX | 491.09 | 14.61 | $686.70B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPX | 356.02 | 31.01 | $590.89B | 0.83% | 37.15% | 60.35% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPX | 538.02 | 31.10 | $471.86B | 0.71% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPX | 60.62 | 15.04 | $430.20B | 2.00% | - | 10.64% | 6.00% | 3.49% |
| 7 | MS Morgan Stanley SPX | 227.67 | 20.62 | $359.10B | 1.87% | - | 16.39% | 3.76% | 9.66% |
| 8 | GS The Goldman Sachs Group, Inc. SPX | 1,140.00 | 20.83 | $336.31B | 1.69% | - | 14.55% | - | 2.21% |
| 9 | WFC Wells Fargo & Company SPX | 85.29 | 13.18 | $261.00B | 2.11% | - | 12.03% | 4.02% | 15.98% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Dec 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | -2.33B | 111.10M | 5.61B | 341.00M | 1.57B | 1.73B | 2.22B | 6.69B | 2.96B | -381.00M | -764.00M | 380.00M | 2.58B | -322.00M | 1.25B | 2.12B | 3.72B | -483.00M | 1.35B | 1.92B | 2.91B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | 509.40M | - | - | 760.80M | - | - | - | - | - | - | - | - | - | - | - | - | 8.00M | 214.00M | 97.00M | -333.00M | -375.00M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 25.00M | 25.00M | 25.00M | 25.00M | 25.00M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -17.00M | 189.00M | 72.00M | -358.00M | -400.00M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.00M | 4.00M | -19.00M | -172.00M | 20.00M |
| Net Income | -3.11B | -396.60M | 2.93B | -540.00M | 206.00M | 585.00M | 2.19B | 3.26B | 1.88B | -710.00M | -1.50B | 1.22B | 2.77B | 795.00M | 275.00M | -469.00M | -24.00M | 179.00M | 76.00M | -204.00M | -424.00M |
| Diluted EPS | -69.98 | -4.28 | 31.03 | -5.72 | 2.18 | 6.19 | 24.39 | 36.59 | 21.38 | -8.48 | -18.11 | 14.21 | 33.35 | 9.94 | 3.43 | -6.37 | -0.48 | 2.34 | 0.92 | -3.13 | -6.24 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Revenue | 3.48B | 3.55B | 6.36B | 9.85B | 3.08B | 3.27B | 6.68B |
| Net Income | -497.00M | -1.63B | 3.42B | 6.19B | 934.00M | 946.00M | 27.00M |
| Diluted EPS | -13.16 | -24.14 | 36.17 | 69.75 | 10.76 | 11.74 | -0.24 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Jan 2021 | Dec 2021 | Dec 2022 | Jan 2023 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 353.46B | 355.51B | - | 314.98B | 314.98B | 330.25B | 338.45B | 352.59B |
| Current Assets | - | - | - | - | - | - | - | - | - | - |
| Cash & Equivalents | - | 1.94B | 2.02B | - | - | 4.30B | - | 2.69B | 3.77B | 5.70B |
| Inventory | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | 29.06B | - | 25.57B | 21.95B | 19.64B |
| Total Liabilities | - | - | 343.53B | 348.58B | - | 305.61B | 305.61B | 319.92B | 328.47B | 342.24B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - |
| Long Term Debt | - | - | 322.00M | - | - | 4.37B | - | 4.03B | 4.38B | 4.61B |
| Total Debt | - | - | - | - | - | 4.37B | - | 4.03B | 4.38B | 4.61B |
| Total Equity | 7.97B | 7.32B | 9.43B | 6.93B | - | 8.65B | 9.38B | 10.17B | 9.76B | 9.95B |
| Shares Outstanding | - | - | - | - | - | 94.47M | - | 94.48M | 94.49M | 94.49M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 4.37B | 3.71B | 5.68B | 5.21B | 5.31B | 5.79B | 5.76B |
| Investing Cash Flow | -8.33B | -4.33B | -1.30B | -1.37B | -592.00M | -7.09B | -7.76B |
| Financing Cash Flow | 1.93B | 705.00M | -3.77B | -2.16B | -6.33B | 2.37B | 3.94B |
| Share Buybacks | 0 | 0 | 211.00M | 321.00M | 306.00M | 442.00M | 669.00M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - | - |
| Net Margin % | -14.3% | -46.1% | 53.7% | 62.8% | 30.3% | 28.9% | 0.4% |
| ROE % | -6.8% | -17.3% | - | 71.5% | 9.2% | 9.7% | 0.3% |
| ROCE % | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 9.89% | 6.90M | $757.49M |
| 2 | Vanguard Portfolio Management LLC | 7.83% | 5.46M | $599.76M |
| 3 | TPG GP A, LLC | 6.76% | 4.72M | $517.63M |
| 4 | Dimensional Fund Advisors LP | 5.82% | 4.06M | $445.70M |
| 5 | Vanguard Capital Management LLC | 4.52% | 3.15M | $346.24M |
| 6 | State Street Corporation | 4.20% | 2.93M | $321.78M |
| 7 | Geode Capital Management, LLC | 3.13% | 2.18M | $239.47M |
| 8 | Donald Smith & Co., Inc. | 2.71% | 1.89M | $207.73M |
| 9 | Goldman Sachs Group Inc | 2.33% | 1.62M | $178.37M |
| 10 | American Century Companies Inc | 2.19% | 1.53M | $167.59M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for JXN
Jackson Financial sets public Aug. 5 webcast for results call - Stock Titan
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JXN Stock Draws Fresh Bullish Calls After Analyst Target Hike - StocksToTrade
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Jackson Financial Inc. $JXN Shares Purchased by Candriam S.C.A. - MarketBeat
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Jackson Financial (JXN) Could Be 6% Undervalued Following New $1.25b Credit Agreement - simplywall.st
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JXN Stock Grinds Higher As Barclays Hikes Price Target - timothysykes.com
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Jackson Financial stock jumps after Jefferies upgrade to buy - Investing.com
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JXN — Frequently Asked Questions
What is the current share price of Jackson Financial Inc. (JXN)?
As of 2026-07-14 21:23 PDT, Jackson Financial Inc. (JXN) trades at $121.92 on NYSE. Its 52-week range is $81.30 to $121.92.
What is the market capitalisation of JXN?
Jackson Financial Inc. (JXN) has a market capitalisation of $8.50B on NYSE.
What is the P/E ratio of JXN?
JXN trades at a trailing price-to-earnings (P/E) ratio of -20.32. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 0.85.
Does JXN pay a dividend?
Jackson Financial Inc. (JXN) currently offers a dividend yield of 3.31%.
What is the return on equity (ROE) of JXN?
JXN has a return on equity (ROE) of -3.23%.
Is JXN a good stock to buy?
This page provides a data-driven analysis of Jackson Financial Inc. (JXN), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.