Jackson Financial Ownership
| JXN Stock | USD 84.29 0.15 0.18% |
Shares in Circulation | First Issued 2020-03-31 | Previous Quarter 77.1 M | Current Value 77.1 M | Avarage Shares Outstanding 87.3 M | Quarterly Volatility 7 M |
Jackson |
Jackson Stock Ownership Analysis
About 97.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.66. Some equities with similar Price to Book (P/B) outperform the market in the long run. Jackson Financial recorded earning per share (EPS) of 11.74. The entity last dividend was issued on the 11th of March 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.Besides selling stocks to institutional investors, Jackson Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Jackson Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Jackson Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Jackson Financial Quarterly Liabilities And Stockholders Equity |
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Jackson Financial Insider Trades History
Only 1.53% of Jackson Financial are currently held by insiders. Unlike Jackson Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Jackson Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Jackson Financial's insider trades
Jackson Stock 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 | 2024-12-31 | 1.4 M | Norges Bank | 2024-12-31 | 1.1 M | Jacobs Levy Equity Management, Inc. | 2024-12-31 | 1.1 M | Charles Schwab Investment Management Inc | 2024-12-31 | 1.1 M | Federated Hermes Inc | 2024-12-31 | 1 M | Northern Trust Corp | 2024-12-31 | 953.1 K | International Assets Investment Management, Llc | 2024-09-30 | 942 K | Bank Of New York Mellon Corp | 2024-12-31 | 767 K | Amvescap Plc. | 2024-12-31 | 745.3 K | Vanguard Group Inc | 2024-12-31 | 9.4 M | Blackrock Inc | 2024-12-31 | 7.3 M |
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.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | 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 | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Jackson Financial Corporate Filings
F4 | 12th of March 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 |
10K | 26th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 19th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 12th of February 2025 Other Reports | ViewVerify |
Pair Trading with Jackson Financial
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jackson Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jackson Financial will appreciate offsetting losses from the drop in the long position's value.Moving against Jackson Stock
| 0.61 | TW | Tradeweb Markets Normal Trading | PairCorr |
| 0.48 | LU | Lufax Holding Downward Rally | PairCorr |
| 0.38 | DB | Deutsche Bank AG | PairCorr |
| 0.37 | DX | Dynex Capital | PairCorr |
The ability to find closely correlated positions to Jackson Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jackson Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Jackson Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Jackson Financial to buy it.
The correlation of Jackson Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Jackson Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jackson Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Jackson Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
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 2.8 | Earnings Share 11.74 | 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.