Jackson Financial
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
73% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 41
20% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 6 (+1) [Q4]
19% more call options, than puts
Call options by funds: $39.4M | Put options by funds: $33.2M
6% more funds holding
Funds holding: 404 [Q3] → 427 (+23) [Q4]
3.35% more ownership
Funds ownership: 89.07% [Q3] → 92.42% (+3.35%) [Q4]
1% less capital invested
Capital invested by funds: $6.03B [Q3] → $5.95B (-$82.1M) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 160
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$86
10%
upside
Avg. target
$94
21%
upside
High target
$106
36%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Barclays Alex Scott 44% 1-year accuracy 42 / 96 met price target | 36%upside $106 | Overweight Maintained | 11 Apr 2025 |
Morgan Stanley Nigel Dally 64% 1-year accuracy 7 / 11 met price target | 10%upside $86 | Equal-Weight Maintained | 10 Apr 2025 |
Keefe, Bruyette & Woods Ryan Krueger 62% 1-year accuracy 13 / 21 met price target | 16%upside $90 | Market Perform Maintained | 9 Apr 2025 |
Financial journalist opinion
Based on 7 articles about JXN published over the past 30 days
Neutral
Zacks Investment Research
15 hours ago
Jackson Financial (JXN) Earnings Expected to Grow: Should You Buy?
Jackson Financial (JXN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
1 day ago
Jackson Financial: I'm Doubling Down, Still The Best Game In Town
Jackson Financial, spun off from Prudential Financial, reported strong 2024 results with total sales up 42% to $19.8 billion, driven by Retail Annuity sales. Retail Annuity sales surged 39% year-over-year, with the Registered Index-Linked Annuity being a standout performer, reflecting a 30% CAGR from 2020-2024. Adjusted Operating Earnings per share grew 46% to $18.79, making the stock attractively priced at 4x earnings, even cheaper on a book value basis.
Negative
Zacks Investment Research
5 days ago
Jackson Financial (JXN) Advances But Underperforms Market: Key Facts
In the latest trading session, Jackson Financial (JXN) closed at $76.76, marking a +0.5% move from the previous day.
Positive
Seeking Alpha
1 week ago
Jackson Financial: High Beta, High Yield
Jackson Financial offers a high dividend yield, trades at a low earnings multiple, and has outperformed the S&P 500 since its spin-off. The company is highly sensitive to interest rates and market sentiment, presenting both risks and opportunities for income-focused portfolios. Despite its complex structure, Jackson's valuation is attractive, with strong capital returns and potential for growth in high-demand product segments.
Neutral
Business Wire
2 weeks ago
Jackson Announces New President and Chief Risk Officer
LANSING, Mich.--(BUSINESS WIRE)--Jackson Financial Inc.1 (NYSE: JXN) (Jackson®) announced today that Chris Raub has been appointed President of its main operating subsidiary, Jackson National Life Insurance Company®. In this new role, he has responsibility for all go-to-market activities, driving sustainable growth and ensuring Jackson remains at the forefront of industry advancements. Raub will have oversight of Jackson's distribution, product development, operations, information technology an.
Neutral
Business Wire
3 weeks ago
Jackson to Report First Quarter 2025 Financial Results
LANSING, Mich.--(BUSINESS WIRE)--Jackson Financial Inc.1 (NYSE: JXN) (Jackson®) will announce financial results for the first quarter ended March 31, 2025, after market close Wednesday, May 7, 2025. Jackson's press release and supplemental financial materials will be available at investors.jackson.com. Jackson will host a conference call and webcast Thursday, May 8, 2025, at 9 a.m. ET to review the results. The live webcast is open to the public and can be accessed at investors.jackson.com. A r.
Positive
Zacks Investment Research
4 weeks ago
4 Stocks to Watch From a Prospering Life Insurance Industry
Redesigning and repricing of products and services amid a low rate environment are likely to help Zacks Life Insurance industry players like AVVIY, NNGRY, JXN and ABL. These companies are investing heavily in digitization.
Positive
Seeking Alpha
1 month ago
Jackson Financial: Attractive Given Strong And Sustainable Capital Returns
Jackson Financial shares have declined 24% since my last coverage, presenting a potential buying opportunity due to improving business mix and strong annuity sales. Jackson's strategic shift towards non-variable annuities reduces market sensitivity, though transforming its asset base will take years. Its captive reinsurance structure also has helped improve capital. Despite conservative capital return plans, Jackson's strong capital generation supports significant dividends and buybacks, enhancing long-term shareholder value.
Neutral
Business Wire
1 month ago
Jackson's Service Center Awarded Highest Customer Service – Financial Industry for 13th Consecutive Year
LANSING, Mich.--(BUSINESS WIRE)--Jackson National Life Insurance Company® (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), has again been honored with the “Highest Customer Service — Financial Industry” award for achieving the highest first-call resolution rating in the market in 2024 from Service Quality Measurement Group, Inc. (SQM). Jackson was also recognized for “Highest Customer Service – Business to Business (B2B) Industry,” was named a finalist for Call.
Neutral
Seeking Alpha
2 months ago
Jackson Financial Inc. (JXN) Q4 2024 Earnings Call Transcript
Jackson Financial Inc. (NYSE:JXN ) Q4 2024 Earnings Conference Call February 20, 2025 9:00 AM ET Company Participants Liz Werner - Head, Investor Relations Laura Prieskorn - Chief Executive Officer Don Cummings - Chief Financial Officer Scott Romine - President, Jackson National Life Distributors Steve Binioris - Chief Actuary Craig Smith - President and Chief Investment Officer, PPM Conference Call Participants Ryan Krueger - KBW Suneet Kamath - Jefferies Alex Scott - Barclays Tom Gallagher - ISI Operator Hello, everyone. And welcome to the Jackson Financial Inc. 4Q 2024 Earnings Call.
Charts implemented using Lightweight Charts™