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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
100% more call options, than puts
Call options by funds: $32M | Put options by funds: $16M
20% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]
19% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 52
3% more capital invested
Capital invested by funds: $5.39B [Q1] → $5.57B (+$188M) [Q2]
0.64% less ownership
Funds ownership: 88.51% [Q1] → 87.87% (-0.64%) [Q2]
1% less funds holding
Funds holding: 450 [Q1] → 446 (-4) [Q2]
8% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 175
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Morgan Stanley
Nigel Dally
|
1%
downside
$97
|
Equal-Weight
Maintained
|
18 Aug 2025 |
Keefe, Bruyette & Woods
Ryan Krueger
|
6%
upside
$105
|
Market Perform
Maintained
|
11 Aug 2025 |
Jefferies
Suneet Kamath
|
3%
downside
$95
|
Hold
Maintained
|
11 Aug 2025 |
Barclays
Alex Scott
|
15%
upside
$114
|
Overweight
Maintained
|
7 Jul 2025 |
Financial journalist opinion
Based on 14 articles about JXN published over the past 30 days