Is Jackson Financial Stock a Good Investment?
Jackson Financial Investment Advice | JXN |
- Examine Jackson Financial's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Jackson Financial's leadership team and their track record. Good management can help Jackson Financial navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Diversified Financial Services space and any emerging trends that could impact Jackson Financial's business and its evolving consumer preferences.
- Compare Jackson Financial's performance and market position to its competitors. Analyze how Jackson Financial is positioned in terms of product offerings, innovation, and market share.
- Check if Jackson Financial pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Jackson Financial's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Jackson Financial stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Jackson Financial is a good investment.
Sell | Buy |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Jackson Financial Stock
Researching Jackson Financial's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 95.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.74. Some equities with similar Price to Book (P/B) outperform the market in the long run. Jackson Financial recorded a loss per share of 11.55. The entity last dividend was issued on the 5th of December 2024.
To determine if Jackson Financial is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Jackson Financial's research are outlined below:
| Over 95.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Jackson Financial Inc. Shares Sold by Segall Bryant Hamill LLC - MarketBeat |
Jackson Financial uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Jackson Financial. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Jackson Financial's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 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 |
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. Below are the table of largest EPS Surprises Jackson Financial's investors have experienced.
| 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 | ||
2023-05-09 | 2023-03-31 | 3.87 | 3.15 | -0.72 | 18 | ||
2024-02-21 | 2023-12-31 | 3.46 | 2.53 | -0.93 | 26 | ||
2024-08-07 | 2024-06-30 | 4.36 | 5.32 | 0.96 | 22 | ||
2022-11-09 | 2022-09-30 | 2.9 | 4.24 | 1.34 | 46 | ||
2021-09-17 | 2021-06-30 | 5.19 | 6.74 | 1.55 | 29 |
Know Jackson Financial's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Jackson Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Jackson Financial backward and forwards among themselves. Jackson Financial's institutional investor refers to the entity that pools money to purchase Jackson Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Arrowstreet Capital Limited Partnership | 2024-06-30 | 1.5 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 1.3 M | Norges Bank | 2024-06-30 | 1.1 M | Jacobs Levy Equity Management, Inc. | 2024-09-30 | 1.1 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.1 M | Federated Hermes Inc | 2024-09-30 | 969.7 K | International Assets Investment Management, Llc | 2024-09-30 | 942 K | Bank Of New York Mellon Corp | 2024-06-30 | 937.2 K | Northern Trust Corp | 2024-09-30 | 850.1 K | Vanguard Group Inc | 2024-09-30 | 10 M | Blackrock Inc | 2024-06-30 | 7.4 M |
Jackson Financial's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 7.57 B.Market Cap |
|
Jackson Financial's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Equity | 0.09 | 0.16 |
Determining Jackson Financial's profitability involves analyzing its financial statements and using various financial metrics to determine if Jackson Financial is a good buy. For example, gross profit margin measures Jackson Financial's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Jackson Financial's profitability and make more informed investment decisions.
Evaluate Jackson Financial's management efficiency
At this time, Jackson Financial's Return On Tangible Assets are very stable compared to the past year. As of the 28th of November 2024, 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 Total Assets are very stable compared to the past year. As of the 28th of November 2024, Non Currrent Assets Other is likely to grow to about 301.1 B, while Net Tangible Assets are likely to drop about 9.4 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 | 119.05 | 113.10 | |
| Tangible Book Value Per Share | (22.67) | (21.54) | |
| Enterprise Value Over EBITDA | 0.39 | 0.41 | |
| Price Book Value Ratio | 0.44 | 0.42 | |
| Enterprise Value Multiple | 0.39 | 0.41 | |
| Price Fair Value | 0.44 | 0.42 | |
| Enterprise Value | 5.8 B | 6.1 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.
Dividend Yield 0.0273 | Forward Dividend Yield 0.0273 | Forward Dividend Rate 2.8 | Beta 1.486 |
Basic technical analysis of Jackson Stock
As of the 28th of November, Jackson Financial retains the Market Risk Adjusted Performance of 0.1317, risk adjusted performance of 0.0977, and Downside Deviation of 2.4. 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's 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's Outstanding Corporate 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| JXN 567 08 JUN 32 Corp BondUS46817MAS61 | View | |
| JXN 3125 23 NOV 31 Corp BondUS46817MAL19 | View | |
| JXN 4 23 NOV 51 Corp BondUS46817MAN74 | View |
Understand Jackson Financial's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Jackson Financial's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0977 | |||
| Market Risk Adjusted Performance | 0.1317 | |||
| Mean Deviation | 1.76 | |||
| Semi Deviation | 2.16 | |||
| Downside Deviation | 2.4 | |||
| Coefficient Of Variation | 843.99 | |||
| Standard Deviation | 2.69 | |||
| Variance | 7.24 | |||
| Information Ratio | 0.07 | |||
| Jensen Alpha | 0.0032 | |||
| Total Risk Alpha | (0.12) | |||
| Sortino Ratio | 0.0785 | |||
| Treynor Ratio | 0.1217 | |||
| Maximum Drawdown | 20.4 | |||
| Value At Risk | (2.94) | |||
| Potential Upside | 4.62 | |||
| Downside Variance | 5.76 | |||
| Semi Variance | 4.67 | |||
| Expected Short fall | (1.83) | |||
| Skewness | 1.44 | |||
| Kurtosis | 8.0 |
| Risk Adjusted Performance | 0.0977 | |||
| Market Risk Adjusted Performance | 0.1317 | |||
| Mean Deviation | 1.76 | |||
| Semi Deviation | 2.16 | |||
| Downside Deviation | 2.4 | |||
| Coefficient Of Variation | 843.99 | |||
| Standard Deviation | 2.69 | |||
| Variance | 7.24 | |||
| Information Ratio | 0.07 | |||
| Jensen Alpha | 0.0032 | |||
| Total Risk Alpha | (0.12) | |||
| Sortino Ratio | 0.0785 | |||
| Treynor Ratio | 0.1217 | |||
| Maximum Drawdown | 20.4 | |||
| Value At Risk | (2.94) | |||
| Potential Upside | 4.62 | |||
| Downside Variance | 5.76 | |||
| Semi Variance | 4.67 | |||
| Expected Short fall | (1.83) | |||
| Skewness | 1.44 | |||
| Kurtosis | 8.0 |
Consider Jackson Financial's intraday 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.
| Accumulation Distribution | 31284.66 | |||
| Daily Balance Of Power | (0.64) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 101.64 | |||
| Day Typical Price | 101.14 | |||
| Price Action Indicator | (2.66) | |||
| Period Momentum Indicator | (2.30) | |||
| Relative Strength Index | 59.57 |
Jackson Financial Corporate Filings
F4 | 25th of November 2024 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 |
| 12th of November 2024 Other Reports | ViewVerify | |
8K | 6th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 28th of August 2024 Other Reports | ViewVerify |
Jackson Stock media impact
Far too much social signal, news, headlines, and media speculation about Jackson Financial that are available to investors today. That information is available publicly through Jackson media outlets and privately through word of mouth or via Jackson internal channels. However, regardless of the origin, that massive amount of Jackson data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Jackson Financial news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Jackson Financial relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Jackson Financial's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Jackson Financial alpha.
Jackson Financial Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Jackson Financial can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Jackson Financial Corporate Management
| CFA CFA | Vice LLC | Profile | |
| Michael Hicks | Chief Officer | Profile | |
| Carrie Chelko | Executive Counsel | Profile | |
| Dana Rapier | Senior Jackson | Profile | |
| Elizabeth Werner | Head Relations | Profile | |
| Stacey Schabel | Senior Executive | Profile |
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 Volatility module to check portfolio volatility and analyze historical return density to properly model market 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 2.72 | Earnings Share (11.55) | Revenue Per Share 51.678 | Quarterly Revenue Growth (0.18) |
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.
In summary, please note that there is a difference between Jackson Financial's value and its price, as these two are different measures arrived at by various 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.