Jackson Financial (JXN)

• Market cap: $6.54B
• 1 day: 3.14%
• 5 days: -0.48%
• 1 month: 3.01%
• 3 months: 15.31%
• 6 months: 16.11%
• Year to date: 10.28%
• 1 year: 12.74%
• 5 years: 207.76%
• 10 years: 207.76%
• Sector: Financials
• Industry: Life Insurance

About: Jackson Financial Inc helps Americans grow and protect their retirement savings and income to enable them to pursue financial freedom for life. Its retail product offerings are comprised of annuities, designed to help retail investors save for and live in retirement. Its diverse suite of annuities includes a variable, fixed index, and fixed annuities. The company manages its business through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks and Corporate and Other segments. The company generates the majority of its revenue from the Retail Annuities segment, which offers a variety of retirement income and savings products of variable annuities, registered index-linked annuities ("RILA"), fixed index annuities, fixed annuities, and payout annuities.

Employees: 3,970

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

87% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $23.2M

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

20% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]

4% more capital invested

Capital invested by funds: $5.39B [Q1] → $5.59B (+$201M) [Q2]

0% more funds holding

Funds holding: 449 [Q1] → 450 (+1) [Q2]

0.44% less ownership

Funds ownership: 88.51% [Q1] → 88.07% (-0.44%) [Q2]

9% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 178

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $95
• Avg. target: $103
• High target: $114

4 analyst ratings

• positive: 1 25%
• neutral: 3 75%
• negative: 0 0%

Morgan Stanley Nigel Dally	$97	Equal-Weight Maintained	18 Aug 2025
Keefe, Bruyette & Woods Ryan Krueger	$105	Market Perform Maintained	11 Aug 2025
Jefferies Suneet Kamath	$95	Hold Maintained	11 Aug 2025
Barclays Alex Scott	$114	Overweight Maintained	7 Jul 2025