Update shared on 05 Nov 2025
Jackson Financial's analyst price target has been raised, with recent updates increasing the target by $3 to $128. Analysts cite strong quarterly earnings and continued positive performance in key business segments.
Analyst Commentary
Analyst sentiment following Jackson Financial's recent earnings announcement has reflected both optimism and noted caution regarding the company's outlook and valuation.
Bullish Takeaways
- Bullish analysts point to strong performance in the Institutional Markets division as a key driver for the recent earnings beat. This has supported upward revisions to the price target.
- Retail Annuities results have remained solid, demonstrating resilience and growth potential within Jackson Financial's core business segments.
- Corporate losses came in better than expected this quarter, contributing positively to the overall earnings picture and boosting confidence in management's execution.
- The increase in price targets reflects an improved valuation outlook. Expectations are that current business momentum can be sustained in upcoming quarters.
Bearish Takeaways
- Bearish analysts retain a cautious approach and maintain more neutral ratings despite the earnings beat. They prefer to see consistent results over coming quarters before turning more positive.
- Some concerns remain regarding the sustainability of growth in the life insurance group, particularly in light of recent estimate updates following earlier quarterly reports.
- Potential risks include fluctuations in corporate losses and the impact of broader market conditions on the company's performance.
What's in the News
- On September 18, 2025, Jackson Financial increased its equity buyback plan authorization by $1,000 million, raising the total to $2,500 million (Key Developments).
Valuation Changes
- Fair Value remains unchanged at $109.20, indicating no adjustment in the base valuation estimate.
- Discount Rate has fallen moderately from 9.25% to 8.89%, reflecting improved perceived risk or funding conditions.
- Revenue Growth has risen slightly from 10.84% to 11.08%, suggesting higher anticipated top-line expansion.
- Net Profit Margin has edged down slightly from 8.28% to 8.23%, indicating a minor expected decrease in profitability rate.
- Future P/E has declined marginally from 12.84x to 12.71x, pointing to a modest contraction in the projected earnings multiple.
Disclaimer
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