Jackson Financial Stock Performance
| JXN Stock | USD 85.58 1.29 1.53% |
The company retains a Market Volatility (i.e., Beta) of 0.15, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jackson Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jackson Financial is expected to be smaller as well. At this point, Jackson Financial has a negative expected return of -0.0174%. Please make sure to check out Jackson Financial's total risk alpha, as well as the relationship between the skewness and day median price , to decide if Jackson Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Jackson Financial has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, Jackson Financial is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 1.53 | Five Day Return 5.81 | Year To Date Return (2.50) | Ten Year Return 172.11 | All Time Return 172.11 |
Forward Dividend Yield 0.038 | Payout Ratio | Forward Dividend Rate 3.2 | Dividend Date 2025-03-20 | Ex Dividend Date 2025-03-11 |
1 | Acquisition by Stecher Esta E of tradable shares of Jackson Financial subject to Rule 16b-3 | 12/20/2024 |
2 | Acquisition by Noles Russell G of tradable shares of Jackson Financial subject to Rule 16b-3 | 12/23/2024 |
3 | Acquisition by Anderson Craig A. of 1505 shares of Jackson Financial subject to Rule 16b-3 | 01/31/2025 |
4 | Jackson Financial Inc. Shares Acquired by Robeco Institutional Asset Management B.V. - MarketBeat | 02/05/2025 |
5 | Jackson Financial Inc. Plans Dividend Increase 0.80 Per Share | 02/20/2025 |
6 | Disposition of 3573 shares by Smith Craig Donald of Jackson Financial at 82.89 subject to Rule 16b-3 | 02/24/2025 |
7 | Forvis Mazars Wealth Advisors LLC Takes 203,000 Position in Jackson Financial Inc. | 02/25/2025 |
8 | Jackson Financial Inc. A Bull Case Theory | 02/26/2025 |
9 | Decoding Jackson Financial Inc A Strategic SWOT Insight | 02/28/2025 |
10 | Jackson Financial Inc Celebrates Prestigious Customer Service Awards | 03/06/2025 |
11 | Disposition of 7000 shares by Scott Romine of Jackson Financial at 84.43 subject to Rule 16b-3 | 03/07/2025 |
12 | Disposition of 7974 shares by Smith Craig Donald of Jackson Financial at 80.75 subject to Rule 16b-3 | 03/11/2025 |
13 | Scott Romine Sells 7,000 Shares of Jackson Financial Inc. Stock | 03/13/2025 |
14 | Jackson Financial Shares Gap Down Heres Why | 03/19/2025 |
| Begin Period Cash Flow | 2.7 B |
Jackson |
Jackson Financial Relative Risk vs. Return Landscape
If you would invest 8,822 in Jackson Financial on December 22, 2024 and sell it today you would lose (264.00) from holding Jackson Financial or give up 2.99% of portfolio value over 90 days. Jackson Financial is generating negative expected returns assuming volatility of 2.5789% on return distribution over 90 days investment horizon. In other words, 23% of stocks are less volatile than Jackson, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Jackson Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jackson Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Jackson Financial, and traders can use it to determine the average amount a Jackson Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0067
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JXN |
Estimated Market Risk
| 2.58 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Jackson Financial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Jackson Financial by adding Jackson Financial to a well-diversified portfolio.
Jackson Financial Fundamentals Growth
Jackson Stock prices reflect investors' perceptions of the future prospects and financial health of Jackson Financial, and Jackson Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Jackson Stock performance.
| Return On Equity | 0.0961 | ||||
| Return On Asset | -0.0049 | ||||
| Profit Margin | 0.28 % | ||||
| Operating Margin | (5.40) % | ||||
| Current Valuation | 8.82 B | ||||
| Shares Outstanding | 72.65 M | ||||
| Price To Earning | 1.34 X | ||||
| Price To Book | 0.66 X | ||||
| Price To Sales | 1.83 X | ||||
| Revenue | 3.27 B | ||||
| Gross Profit | 218 M | ||||
| EBITDA | 903 M | ||||
| Net Income | 976 M | ||||
| Cash And Equivalents | 4.3 B | ||||
| Cash Per Share | 63.53 X | ||||
| Total Debt | 2.03 B | ||||
| Debt To Equity | 0.26 % | ||||
| Current Ratio | 1.37 X | ||||
| Book Value Per Share | 125.80 X | ||||
| Cash Flow From Operations | 5.79 B | ||||
| Earnings Per Share | 11.74 X | ||||
| Market Capitalization | 6.12 B | ||||
| Total Asset | 338.45 B | ||||
| Retained Earnings | 7.71 B | ||||
About Jackson Financial Performance
By examining Jackson Financial's fundamental ratios, stakeholders can obtain critical insights into Jackson Financial's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Jackson Financial is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -1.3 K | -1.3 K | |
| Return On Equity | 0.09 | 0.14 |
Things to note about Jackson Financial performance evaluation
Checking the ongoing alerts about Jackson Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Jackson Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jackson Financial generated a negative expected return over the last 90 days | |
| Over 97.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Jackson Financial Shares Gap Down Heres Why |
- Analyzing Jackson Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jackson Financial's stock is overvalued or undervalued compared to its peers.
- Examining Jackson Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Jackson Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jackson Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Jackson Financial's stock. These opinions can provide insight into Jackson Financial's potential for growth and whether the stock is currently undervalued or overvalued.
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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
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.