Jackson Financial Stock Analysis
JXN Stock | USD 89.45 0.93 1.05% |
Jackson Financial is fairly valued with Real Value of 86.11 and Target Price of 88.2. The main objective of Jackson Financial stock analysis is to determine its intrinsic value, which is an estimate of what Jackson Financial is worth, separate from its market price. There are two main types of Jackson Financial's stock analysis: fundamental analysis and technical analysis.
The Jackson Financial stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Jackson Financial is usually not traded on Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday. Jackson Stock trading window is adjusted to America/New York timezone.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jackson Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest. Jackson Stock Analysis Notes
About 95.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.65. Some equities with similar Price to Book (P/B) outperform the market in the long run. Jackson Financial last dividend was issued on the 12th of June 2025. Jackson Financial Inc., through its subsidiaries, primarily provides a suite of annuities to retail investors in the United States. The company was incorporated in 2006 and is headquartered in Lansing, Michigan. Jackson Financial operates under InsuranceLife classification in the United States and is traded on New York Stock Exchange. It employs 2800 people. To learn more about Jackson Financial call Laura Prieskorn at 517 381 5500 or check out https://www.jackson.com.Jackson Financial Investment Alerts
Over 95.0% of the company shares are owned by institutional investors | |
On 26th of June 2025 Jackson Financial paid $ 0.8 per share dividend to its current shareholders | |
Latest headline from thelincolnianonline.com: Jackson Financial Inc. Shares Sold by Allianz Asset Management GmbH |
Jackson Financial Upcoming and Recent Events
Earnings reports are used by Jackson Financial to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period..
21st of February 2024 Upcoming Quarterly Report | View | |
14th of May 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
21st of February 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
31st of December 2022 Last Financial Announcement | View |
Jackson Largest EPS Surprises
Earnings surprises can significantly impact Jackson Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2024-05-08 | 2024-03-31 | 3.75 | 4.23 | 0.48 | 12 | ||
2022-08-09 | 2022-06-30 | 1.91 | 2.52 | 0.61 | 31 | ||
2022-05-10 | 2022-03-31 | 4.6 | 3.94 | -0.66 | 14 |
Jackson Financial Environmental, Social, and Governance (ESG) Scores
Jackson Financial's ESG score is a quantitative measure that evaluates Jackson Financial's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Jackson Financial's operations that may have significant financial implications and affect Jackson Financial's stock price as well as guide investors towards more socially responsible investments.
Jackson Stock Institutional Investors
Shares | First Trust Advisors L.p. | 2025-03-31 | 1.3 M | Norges Bank | 2024-12-31 | 1.1 M | Arrowstreet Capital Limited Partnership | 2025-03-31 | 1.1 M | Charles Schwab Investment Management Inc | 2025-03-31 | 1.1 M | Federated Hermes Inc | 2025-03-31 | 937.6 K | Northern Trust Corp | 2025-03-31 | 920.6 K | Allianz Asset Management Ag | 2025-03-31 | 739.2 K | Bank Of New York Mellon Corp | 2025-03-31 | 696.1 K | Millennium Management Llc | 2025-03-31 | 658.5 K | Vanguard Group Inc | 2025-03-31 | 9.4 M | Blackrock Inc | 2025-03-31 | 7.1 M |
Jackson Market Capitalization
The company currently falls under 'Mid-Cap' category with a total capitalization of 6.32 B.Jackson Profitablity
The company has Net Profit Margin of 0.02 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.6 %, which entails that for every 100 dollars of revenue, it generated $0.6 of operating income.Last Reported | Projected for Next Year | ||
Return On Equity | 0.10 | 0.14 |
Management Efficiency
At this time, Jackson Financial's Return On Tangible Assets are very stable compared to the past year. As of the 24th of July 2025, Return On Assets is likely to grow to 0, while Return On Capital Employed is likely to drop 0. At this time, Jackson Financial's Return On Tangible Assets are very stable compared to the past year. As of the 24th of July 2025, Intangibles To Total Assets is likely to grow to 0.04, while Total Assets are likely to drop about 338.4 B. Jackson Financial's management efficiency ratios could be used to measure how well Jackson Financial manages its routine affairs as well as how well it operates its assets and liabilities.Last Reported | Projected for Next Year | ||
Book Value Per Share | 134.13 | 85.82 | |
Tangible Book Value Per Share | 134.13 | 140.83 | |
Enterprise Value Over EBITDA | 6.24 | 6.56 | |
Price Book Value Ratio | 0.66 | 0.34 | |
Enterprise Value Multiple | 6.24 | 6.56 | |
Price Fair Value | 0.66 | 0.34 | |
Enterprise Value | 7.1 B | 7.4 B |
The management strategies employed by Jackson Financial's are designed to enhance shareholder value and ensure long-term growth. We assess the effectiveness of these strategies in our stock analysis.
Technical Drivers
As of the 24th of July, Jackson Financial retains the Downside Deviation of 1.82, market risk adjusted performance of 0.2433, and Risk Adjusted Performance of 0.1693. Jackson Financial technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.Jackson Financial Price Movement Analysis
The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Jackson Financial middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Jackson Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Jackson Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Jackson Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Jackson Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Jackson Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Jackson Financial Outstanding Bonds
Jackson Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Jackson Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Jackson bonds can be classified according to their maturity, which is the date when Jackson Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
JXN 567 08 JUN 32 Corp BondUS46817MAS61 | View | |
JXN 3125 23 NOV 31 Corp BondUS46817MAL19 | View | |
JXN 4 23 NOV 51 Corp BondUS46817MAN74 | View |
Jackson Financial Predictive Daily Indicators
Jackson Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Jackson Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Jackson Financial Corporate Filings
F4 | 30th of June 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 3rd of June 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 27th of May 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13th of May 2025 Other Reports | ViewVerify | |
F4 | 12th of May 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 7th of May 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
28th of April 2025 Other Reports | ViewVerify | |
F3 | 24th of April 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Jackson Financial Forecast Models
Jackson Financial's time-series forecasting models are one of many Jackson Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Jackson Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Jackson Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Jackson Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Jackson shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Jackson Financial. By using and applying Jackson Stock analysis, traders can create a robust methodology for identifying Jackson entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.33 | 0.21 | |
Operating Profit Margin | 0.33 | 0.54 | |
Net Profit Margin | 0.31 | 0.18 | |
Gross Profit Margin | 0.90 | 0.63 |
Current Jackson Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Jackson analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Jackson analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
88.2 | Hold | 5 | Odds |
Most Jackson analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Jackson stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Jackson Financial, talking to its executives and customers, or listening to Jackson conference calls.
Jackson Stock Analysis Indicators
Jackson Financial stock analysis indicators help investors evaluate how Jackson Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Jackson Financial shares will generate the highest return on investment. By understating and applying Jackson Financial stock analysis, traders can identify Jackson Financial position entry and exit signals to maximize returns.
Begin Period Cash Flow | 2.7 B | |
Long Term Debt | 4.4 B | |
Common Stock Shares Outstanding | 74.4 M | |
Total Stockholder Equity | 9.8 B | |
Total Cashflows From Investing Activities | -7.1 B | |
Tax Provision | 46 M | |
Quarterly Earnings Growth Y O Y | -0.759 | |
Cash And Short Term Investments | 44.1 B | |
Cash | 3.8 B | |
Accounts Payable | 16.7 B | |
Net Debt | 610 M | |
50 Day M A | 85.416 | |
Total Current Liabilities | 16.7 B | |
Other Operating Expenses | 2.1 B | |
Non Current Assets Total | 272.4 B | |
Non Currrent Assets Other | 312 B | |
Stock Based Compensation | 191 M |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jackson Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest. To learn how to invest in Jackson Stock, please use our How to Invest in Jackson Financial guide.You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Is Diversified Financial Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Jackson Financial. If investors know Jackson will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Jackson Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.76) | Dividend Share 2.9 | Earnings Share 1.32 | Revenue Per Share | Quarterly Revenue Growth (0.72) |
The market value of Jackson Financial is measured differently than its book value, which is the value of Jackson that is recorded on the company's balance sheet. Investors also form their own opinion of Jackson Financial's value that differs from its market value or its book value, called intrinsic value, which is Jackson Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Jackson Financial's market value can be influenced by many factors that don't directly affect Jackson Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Jackson Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jackson Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jackson Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.