Jackson Financial (JXN)

• Market cap: $5.25B
• 1 day: 1.20%
• 5 days: 2.84%
• 1 month: -13.03%
• 3 months: -21.69%
• 6 months: -27.82%
• Year to date: -17.40%
• 1 year: 14.07%
• 5 years: 130.52%
• 10 years: 130.52%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

69% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 42

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

5% more funds holding

Funds holding: 404 [Q3] → 426 (+22) [Q4]

3.34% more ownership

Funds ownership: 89.07% [Q3] → 92.41% (+3.34%) [Q4]

1% less capital invested

Capital invested by funds: $6.03B [Q3] → $5.95B (-$82.5M) [Q4]

8% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 160

Research analyst outlook

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

• Low target: $86 19% upside
• Avg. target: $94 30% upside
• High target: $106 46% upside

3 analyst ratings

• positive: 1 33%
• neutral: 2 67%
• negative: 0 0%

Barclays Alex Scott 43% 1-year accuracy 40 / 94 met price target	46% upside $106	Overweight Maintained	11 Apr 2025
Morgan Stanley Nigel Dally 45% 1-year accuracy 5 / 11 met price target	19% upside $86	Equal-Weight Maintained	10 Apr 2025
Keefe, Bruyette & Woods Ryan Krueger 64% 1-year accuracy 14 / 22 met price target	24% upside $90	Market Perform Maintained	9 Apr 2025