Jackson Financial Stock Analysis

JXN Stock  USD 85.58  1.29  1.53%   
Jackson Financial is undervalued with Real Value of 94.93 and Target Price of 103.0. 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 Thanksgiving Day, Christmas Day, New Year 's Day, National Mourning Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. 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.
To learn how to invest in Jackson Stock, please use our How to Invest in Jackson Financial guide.

Jackson Stock Analysis Notes

About 97.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.67. 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.

Jackson Financial Investment Alerts

Jackson Financial generated a negative expected return over the last 90 days
Over 97.0% of the company shares are owned by institutional investors
On 20th of March 2025 Jackson Financial paid $ 0.8 per share dividend to its current shareholders
Latest headline from news.google.com: Jackson Financial Inc. Shares Purchased by Intech Investment Management LLC - MarketBeat

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
2024-03-313.754.230.4812 
2022-08-09
2022-06-301.912.520.6131 
2022-05-10
2022-03-314.63.94-0.6614 
View All Earnings Estimates

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
Arrowstreet Capital Limited Partnership2024-12-31
1.4 M
Norges Bank2024-12-31
1.1 M
Jacobs Levy Equity Management, Inc.2024-12-31
1.1 M
Charles Schwab Investment Management Inc2024-12-31
1.1 M
Federated Hermes Inc2024-12-31
M
Northern Trust Corp2024-12-31
953.1 K
International Assets Investment Management, Llc2024-09-30
942 K
Bank Of New York Mellon Corp2024-12-31
767 K
Amvescap Plc.2024-12-31
745.3 K
Vanguard Group Inc2024-12-31
9.4 M
Blackrock Inc2024-12-31
7.3 M
Note, although Jackson Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Jackson Market Capitalization

The company currently falls under 'Mid-Cap' category with a total capitalization of 6.22 B.

Jackson Profitablity

The company has Net Profit Margin of 0.28 %, 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 (5.4) %, which entails that for every $100 of revenue, it lost $5.4.
Last ReportedProjected for Next Year
Return On Equity 0.09  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 23rd of March 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 Total Current Assets are very stable compared to the past year. As of the 23rd of March 2025, Return On Tangible Assets is likely to grow to 0, 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 ReportedProjected for Next Year
Book Value Per Share 130.31  123.80 
Tangible Book Value Per Share 130.31  123.80 
Enterprise Value Over EBITDA 0.39  0.41 
Price Book Value Ratio 0.68  0.72 
Enterprise Value Multiple 0.39  0.41 
Price Fair Value 0.68  0.72 
Enterprise Value4.9 B5.2 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
0.0374
Operating Margin
(5.40)
Profit Margin
0.2824
Forward Dividend Yield
0.0374
Beta
1.484

Technical Drivers

As of the 23rd of March, Jackson Financial retains the Risk Adjusted Performance of (0.01), market risk adjusted performance of (0.02), and Standard Deviation of 2.61. 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

Execute Study
The output start index for this execution was nineteen with a total number of output elements of fourty-two. 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.
 
Smith Craig Donald over a week ago
Disposition of 7974 shares by Smith Craig Donald of Jackson Financial at 80.75 subject to Rule 16b-3
 
Smith Craig Donald over three weeks ago
Disposition of 3573 shares by Smith Craig Donald of Jackson Financial at 82.89 subject to Rule 16b-3
 
Anderson Craig A. over a month ago
Acquisition by Anderson Craig A. of 1505 shares of Jackson Financial subject to Rule 16b-3
 
Noles Russell G over two months ago
Acquisition by Noles Russell G of tradable shares of Jackson Financial subject to Rule 16b-3
 
Stecher Esta E over three months ago
Acquisition by Stecher Esta E of tradable shares of Jackson Financial subject to Rule 16b-3
 
Anderson Craig A. over three months ago
Acquisition by Anderson Craig A. of tradable shares of Jackson Financial subject to Rule 16b-3
 
Stecher Esta E over three months ago
Acquisition by Stecher Esta E of tradable shares of Jackson Financial subject to Rule 16b-3
 
Laura Prieskorn over three months ago
Acquisition by Laura Prieskorn of 177 shares of Jackson Financial subject to Rule 16b-3
 
Don Cummings over three months ago
Disposition of 298 shares by Don Cummings of Jackson Financial at 98.89 subject to Rule 16b-3
 
Carrie Chelko over three months ago
Acquisition by Carrie Chelko of tradable shares of Jackson Financial subject to Rule 16b-3
 
Claffee Lily Fu over six months ago
Acquisition by Claffee Lily Fu of tradable shares of Jackson Financial subject to Rule 16b-3
 
Noles Russell G over six months ago
Acquisition by Noles Russell G of tradable shares of Jackson Financial subject to Rule 16b-3

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.

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
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
F4
10th 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
F4
25th of February 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
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
F4
4th of February 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
ASR
17th of January 2025
Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC)
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 ReportedProjected for Next Year
Pretax Profit Margin 0.31  0.17 
Operating Profit Margin 0.31  0.24 
Net Profit Margin 0.28  0.15 
Gross Profit Margin 0.22  0.21 

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 PriceAdvice# of Analysts
103.0Hold5Odds
Jackson Financial current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
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 Analyst Advice Details

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 Flow2.7 B
Long Term Debt4.4 B
Common Stock Shares Outstanding77.1 M
Total Stockholder Equity9.8 B
Tax Provision46 M
Quarterly Earnings Growth Y O Y-0.759
Cash And Short Term Investments44.1 B
Cash3.8 B
Accounts Payable16.7 B
Net Debt-1.7 B
50 Day M A89.0768
Total Current Liabilities16.7 B
Other Operating Expenses3.1 B
Non Current Assets Total20.7 B
Non Currrent Assets Other-20.7 B
Stock Based Compensation191 M
When determining whether Jackson Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Jackson Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Jackson Financial Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Jackson Financial Stock:
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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
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
44.05
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.