Announcement • Jul 15
Jackson Financial Inc. to Report Q2, 2026 Results on Aug 03, 2026 Jackson Financial Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2026 Announcement • Jun 27
Jackson Financial Inc. Announces Resignation of Gregory T. Durant from Its Board of Directors and Compensation Committee and Announces Audit Committee Changes, Effective June 22, 2026 Jackson Financial Inc. announced on June 22, 2026, Gregory T. Durant notified the company that he was resigning from the Company’s Board of Directors for health reasons, effective June 22, 2026. At the time of his resignation, Mr. Durant was chair, and a member, of the Board’s Audit Committee and a member of the Board’s Compensation Committee. The resignation was not the result of any disagreement between Mr. Durant and the Company. Mr. Steven A. Kandarian has been appointed to replace Mr. Durant as the Chair of the Audit Committee. Upcoming Dividend • Jun 04
Upcoming dividend of US$0.90 per share Eligible shareholders must have bought the stock before 11 June 2026. Payment date: 25 June 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.2%). Declared Dividend • May 20
First quarter dividend of US$0.90 announced Shareholders will receive a dividend of US$0.90. Ex-date: 11th June 2026 Payment date: 25th June 2026 Dividend yield will be 3.3%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (5% cash payout ratio). The dividend has increased by an average of 12% per year over the past 5 years and payments have been stable during that time. Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. Independent Director Marty Lippert was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • May 07
Jackson Financial Inc. announces Quarterly dividend, payable on June 25, 2026 Jackson Financial Inc. announced Quarterly dividend of USD 0.9000 per share payable on June 25, 2026, ex-date on June 11, 2026 and record date on June 11, 2026. Announcement • Apr 15
Jackson Financial Inc. to Report Q1, 2026 Results on May 05, 2026 Jackson Financial Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026 Announcement • Apr 08
Jackson Financial Inc., Annual General Meeting, May 21, 2026 Jackson Financial Inc., Annual General Meeting, May 21, 2026. Location: 1 corporate way, lansing, michigan 48951, United States Announcement • Feb 20
Jackson Financial Inc. announces Quarterly dividend, payable on March 26, 2026 Jackson Financial Inc. announced Quarterly dividend of USD 0.9000 per share payable on March 26, 2026, ex-date on March 16, 2026 and record date on March 16, 2026. Announcement • Feb 12
Jackson Financial Inc. announced that it has received $499.990191 million in funding from TPG Inc. On February 11, 2026, Jackson Financial Inc. closed the transaction. Announcement • Jan 21
Jackson Financial Inc. to Report Q4, 2025 Results on Feb 18, 2026 Jackson Financial Inc. announced that they will report Q4, 2025 results After-Market on Feb 18, 2026 Announcement • Nov 05
Jackson Financial Inc. Announces Fourth Quarter Cash Dividend of 2025, Payable on December 18, 2025 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.80 per share of common stock for the fourth quarter of 2025. The dividend on the common stock will be payable on December 18, 2025, to shareholders of record at the close of business on December 4, 2025. Announcement • Oct 14
Jackson Financial Inc. to Report Q3, 2025 Results on Nov 04, 2025 Jackson Financial Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025 Announcement • Aug 06
Jackson Financial Inc. Declares Cash Dividend for the Third Quarter of 2025, Payable on September 25, 2025 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.80 per share of common stock for the third quarter of 2025. The dividend on the common stock will be payable on September 25, 2025, to shareholders of record at the close of business on September 15, 2025. Announcement • Jul 03
Jackson Financial Inc. to Report Q2, 2025 Results on Aug 06, 2025 Jackson Financial Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Announcement • Jun 18
Jackson Financial Inc. Appoints Lin Sun as Senior Vice President and Chief Actuary, Effective Date Is June 16, 2025 Jackson Financial Inc. announced that Lin Sun has been named Senior Vice President and Chief Actuary. Sun joins the company with broad financial industry knowledge and extensive actuarial expertise. In this role, she has oversight of the organization’s Actuarial department, with responsibility for valuation, pricing, and other actuarial functions. Sun succeeds Steve Binioris, who was recently appointed to serve as the company’s Executive Vice President and Chief Risk Officer. She assumed the role on June 16 and reports to Don Cummings, Executive Vice President and Chief Financial Officer of Jackson. Sun has nearly 20 years of experience in finance, insurance, and actuarial consulting. Most recently, she served as Principal and Equity Partner with the actuarial and consulting firm, Milliman. During her tenure with Milliman, she advised business leaders and Boards of Directors on strategic initiatives, key actuarial topics, and balance sheet management. She led actuarial due diligence for several high-profile transactions in the insurance industry over the last decade. Prior to Milliman, Sun was an Actuarial Consultant at Ernst & Young. Sun earned a bachelor of mathematics degree from the University of Waterloo, a master’s in business administration from the University of Chicago, and is a Fellow of the Society of Actuaries. Announcement • May 08
Jackson Financial Inc. Declares Cash Dividend for the Second Quarter of 2025, Payable on June 26, 2025 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.80 per share of common stock for the second quarter of 2025. The dividend on the common stock will be payable on June 26, 2025, to shareholders of record at the close of business on June 12, 2025. Announcement • Apr 09
Jackson Financial Inc., Annual General Meeting, May 22, 2025 Jackson Financial Inc., Annual General Meeting, May 22, 2025. Location: 1 corporate way, lansing, michigan 48951, United States Announcement • Apr 04
Jackson Financial Inc. to Report Q1, 2025 Results on May 07, 2025 Jackson Financial Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025 Announcement • Feb 20
Jackson Financial Inc. Announces Increase to First Quarter 2025 Common Stock Dividend, Payable on March 20, 2025 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.80 per share of common stock for the first quarter of 2025, reflecting a 14% increase over the first quarter 2024 dividend level. This is the fourth consecutive increase to the dividend since becoming an independent company. The dividend on the common stock will be payable on March 20, 2025, to shareholders of record at the close of business on March 11, 2025. Announcement • Jan 17
Jackson Financial Inc. to Report Q4, 2024 Results on Feb 19, 2025 Jackson Financial Inc. announced that they will report Q4, 2024 results After-Market on Feb 19, 2025 Recent Insider Transactions • Nov 14
Executive VP & COO recently sold €1.0m worth of stock On the 12th of November, Devkumar Ganguly sold around 10k shares on-market at roughly €105 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Devkumar has been a net seller over the last 12 months, reducing personal holdings by €2.0m. Declared Dividend • Nov 11
Third quarter dividend of US$0.70 announced Shareholders will receive a dividend of US$0.70. Ex-date: 5th December 2024 Payment date: 19th December 2024 Dividend yield will be 2.5%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (4% cash payout ratio). The dividend has increased by an average of 12% per year over the past 3 years and payments have been stable during that time. Reported Earnings • Nov 08
Third quarter 2024 earnings released: US$6.37 loss per share (vs US$33.66 profit in 3Q 2023) Third quarter 2024 results: US$6.37 loss per share (down from US$33.66 profit in 3Q 2023). Revenue: US$2.12b (down 19% from 3Q 2023). Net loss: US$480.0m (down 117% from profit in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Diversified Financial industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 56% per year, which means it is well ahead of earnings. Announcement • Nov 07
Jackson Financial Inc. Declares Cash Dividend for the Fourth Quarter of 2024, Payable on December 19, 2024 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.70 per share of common stock for the fourth quarter of 2024. The dividend on the common stock will be payable on December 19, 2024, to common shareholders of record at the close of business on December 5, 2024. Announcement • Oct 03
Jackson Financial Inc. to Report Q3, 2024 Results on Nov 06, 2024 Jackson Financial Inc. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024 Recent Insider Transactions • Sep 25
Executive VP & General Counsel recently sold €451k worth of stock On the 19th of September, Carrie Chelko sold around 6k shares on-market at roughly €81.98 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €942k more than they bought in the last 12 months. Declared Dividend • Aug 12
Second quarter dividend of US$0.70 announced Shareholders will receive a dividend of US$0.70. Ex-date: 5th September 2024 Payment date: 19th September 2024 Dividend yield will be 3.5%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has increased by an average of 12% per year over the past 3 years and payments have been stable during that time. EPS is expected to decline by 74% over the next 3 years. However, it would need to fall by 90% to increase the payout ratio to a potentially unsustainable range. New Risk • Aug 09
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 40% per year for the foreseeable future. Minor Risks High level of debt (41% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change). Profit margins are more than 30% lower than last year (50% net profit margin). Significant insider selling over the past 3 months (€913k sold). Reported Earnings • Aug 08
Second quarter 2024 earnings released: EPS: US$3.45 (vs US$14.58 in 2Q 2023) Second quarter 2024 results: EPS: US$3.45 (down from US$14.58 in 2Q 2023). Revenue: US$1.25b (up 204% from 2Q 2023). Net income: US$264.0m (down 78% from 2Q 2023). Profit margin: 21% (down from 294% in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Diversified Financial industry in Germany. Announcement • Aug 08
Jackson Financial Inc. Declares Cash Dividend for the Third Quarter of 2024, Payable on September 19, 2024 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.70 per share of common stock for the third quarter of 2024. The dividend on the common stock will be payable on September 19, 2024, to common shareholders of record at the close of business on September 5, 2024. New Risk • Aug 08
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 50% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Significant insider selling over the past 3 months (€913k sold). Announcement • Jun 28
Jackson Financial Inc. to Report Q2, 2024 Results on Aug 07, 2024 Jackson Financial Inc. announced that they will report Q2, 2024 results on Aug 07, 2024 Upcoming Dividend • May 30
Upcoming dividend of US$0.70 per share Eligible shareholders must have bought the stock before 06 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.7%). Recent Insider Transactions • May 14
Executive VP & COO recently sold €913k worth of stock On the 10th of May, Devkumar Ganguly sold around 13k shares on-market at roughly €70.26 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Devkumar's only on-market trade for the last 12 months. Declared Dividend • May 13
First quarter dividend of US$0.70 announced Shareholders will receive a dividend of US$0.70. Ex-date: 6th June 2024 Payment date: 20th June 2024 Dividend yield will be 3.4%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has increased by an average of 12% per year over the past 3 years and payments have been stable during that time. EPS is expected to decline by 81% over the next 3 years. However, it would need to fall by 93% to increase the payout ratio to a potentially unsustainable range. Reported Earnings • May 09
First quarter 2024 earnings released: EPS: US$10.04 (vs US$18.11 loss in 1Q 2023) First quarter 2024 results: EPS: US$10.04 (up from US$18.11 loss in 1Q 2023). Net income: US$784.0m (up US$2.28b from 1Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Diversified Financial industry in Germany. Announcement • May 09
Jackson Financial Inc. Declares Second Quarter 2024 Common Stock Dividend, Payable on June 20, 2024 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.70 per share of common stock for the second quarter of 2024. The dividend on the common stock will be payable on June 20, 2024, to common shareholders of record at the close of business on June 6, 2024. New Risk • Apr 12
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 5.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (28% net profit margin). Announcement • Apr 10
Jackson Financial Inc., Annual General Meeting, May 23, 2024 Jackson Financial Inc., Annual General Meeting, May 23, 2024, at 10:00 Eastern Daylight. Location: 1 Corporate Way Lansing Michigan United States Agenda: To consider Election of nine Directors to serve a one-year term; to consider Ratification of the Appointment of KPMG LLP as Jackson Financial Inc.’s independent auditor for 2024; to consider Advisory Vote to approve executive compensation; to consider Adopt the Fourth Amended and Restated Certificate of Incorporation to update the exculpation provision and make ministerial changes to the Certificate; and to consider other matters. Announcement • Apr 05
Jackson Financial Inc. to Report Q1, 2024 Results on May 08, 2024 Jackson Financial Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024 Upcoming Dividend • Mar 04
Upcoming dividend of US$0.70 per share Eligible shareholders must have bought the stock before 11 March 2024. Payment date: 21 March 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 4.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.8%). New Risk • Mar 03
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 28% Last year net profit margin: 63% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (28% net profit margin). Declared Dividend • Feb 26
Fourth quarter dividend of US$0.70 announced Shareholders will receive a dividend of US$0.70. Ex-date: 11th March 2024 Payment date: 21st March 2024 Dividend yield will be 5.1%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has increased by an average of 18% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Feb 22
Jackson Announces First Quarter 2024 Common Stock Dividend, Payable on March 21, 2024 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.70 per share of common stock for the first quarter of 2024, reflecting a nearly 13% increase over the prior year dividend level. The dividend on the common stock will be payable on March 21, 2024, to shareholders of record at the close of business on March 12, 2024. Reported Earnings • Feb 22
Full year 2023 earnings released: EPS: US$10.99 (vs US$66.62 in FY 2022) Full year 2023 results: EPS: US$10.99 (down from US$66.62 in FY 2022). Revenue: US$3.16b (down 78% from FY 2022). Net income: US$899.0m (down 84% from FY 2022). Profit margin: 28% (down from 39% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Diversified Financial industry in Germany. Announcement • Jan 05
Jackson Financial Inc. to Report Q4, 2023 Results on Feb 21, 2024 Jackson Financial Inc. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024 Upcoming Dividend • Nov 24
Upcoming dividend of US$0.62 per share at 5.4% yield Eligible shareholders must have bought the stock before 29 November 2023. Payment date: 14 December 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 5.4%. Within top quartile of German dividend payers (5.0%). Lower than average of industry peers (6.3%). Reported Earnings • Nov 10
Third quarter 2023 earnings released: EPS: US$33.66 (vs US$17.38 in 3Q 2022) Third quarter 2023 results: EPS: US$33.66 (up from US$17.38 in 3Q 2022). Revenue: US$2.61b (down 35% from 3Q 2022). Net income: US$2.77b (up 88% from 3Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Diversified Financial industry in Germany. Announcement • Nov 09
Jackson Financial Inc. Announces Fourth Quarter 2023 Common Stock Dividend, Payable on December 14, 2023 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.62 per share of common stock for the fourth quarter of 2023. The dividend on the common stock will be payable on December 14, 2023, to shareholders of record at the close of business on November 30, 2023. New Risk • Oct 20
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.1% average weekly change). Announcement • Sep 29
Jackson Financial Inc. to Report Q3, 2023 Results on Nov 08, 2023 Jackson Financial Inc. announced that they will report Q3, 2023 results After-Market on Nov 08, 2023 Upcoming Dividend • Aug 23
Upcoming dividend of US$0.62 per share at 7.2% yield Eligible shareholders must have bought the stock before 30 August 2023. Payment date: 14 September 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 7.2%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (6.1%). New Risk • Aug 11
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risks High level of debt (46% net debt to equity). Paying a dividend despite being loss-making. Reported Earnings • Aug 09
Second quarter 2023 earnings released: EPS: US$14.58 (vs US$33.77 in 2Q 2022) Second quarter 2023 results: EPS: US$14.58 (down from US$33.77 in 2Q 2022). Revenue: US$410.0m (down 94% from 2Q 2022). Net income: US$1.22b (down 58% from 2Q 2022). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Diversified Financial industry in Germany. Announcement • Aug 09
Jackson Financial Inc. Declares a Cash Dividend for the Third Quarter of 2023, Payable on September 14, 2023 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.62 per share of common stock for the third quarter of 2023. The dividend on the common stock will be payable on September 14, 2023, to shareholders of record at the close of business on August 31, 2023. Announcement • Jun 30
Jackson Financial Inc. to Report Q2, 2023 Results on Aug 08, 2023 Jackson Financial Inc. announced that they will report Q2, 2023 results After-Market on Aug 08, 2023 Upcoming Dividend • May 24
Upcoming dividend of US$0.62 per share at 8.6% yield Eligible shareholders must have bought the stock before 31 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 8.6%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (5.7%). Recent Insider Transactions • May 18
Independent Director recently bought €84k worth of stock On the 12th of May, Gregory Durant bought around 3k shares on-market at roughly €28.05 per share. This transaction increased Gregory's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €379k more in shares than they bought in the last 12 months. Reported Earnings • May 10
First quarter 2023 earnings released: US$18.11 loss per share (vs US$23.45 profit in 1Q 2022) First quarter 2023 results: US$18.11 loss per share (down from US$23.45 profit in 1Q 2022). Net loss: US$1.50b (down 174% from profit in 1Q 2022). Revenue is expected to decline by 7.5% p.a. on average during the next 3 years, while revenues in the Diversified Financial industry in Germany are expected to grow by 8.9%. Announcement • May 10
Jackson Financial Inc. Declares Cash Dividend on Common Stock for the Second Quarter of 2023, Payable on June 15, 2023 Jackson Financial Inc. announced its Board of Directors has declared a cash dividend of $0.62 per share of common stock for the second quarter of 2023. The dividend on the common stock will be payable on June 15, 2023, to shareholders of record at the close of business on June 1, 2023. Recent Insider Transactions • Mar 19
Executive VP & COO recently sold €469k worth of stock On the 15th of March, Devkumar Ganguly sold around 14k shares on-market at roughly €34.70 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Devkumar has been a net seller over the last 12 months, reducing personal holdings by €175k. Reported Earnings • Mar 03
Full year 2022 earnings released: EPS: US$66.62 (vs US$33.86 in FY 2021) Full year 2022 results: EPS: US$66.62 (up from US$33.86 in FY 2021). Revenue: US$14.6b (up 65% from FY 2021). Net income: US$5.70b (up 79% from FY 2021). Profit margin: 39% (up from 36% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 22% p.a. on average during the next 3 years, while revenues in the Diversified Financial industry in Germany are expected to grow by 9.0%. Announcement • Jan 06
Jackson Financial Inc. to Report Q4, 2022 Results on Feb 22, 2023 Jackson Financial Inc. announced that they will report Q4, 2022 results After-Market on Feb 22, 2023 Upcoming Dividend • Nov 23
Upcoming dividend of US$0.55 per share Eligible shareholders must have bought the stock before 30 November 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 2.7% and this is well supported by cash flows. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.4%). Board Change • Nov 21
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. CEO, President & Director Laura Prieskorn is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Nov 11
Third quarter 2022 earnings released: EPS: US$17.38 (vs US$2.18 in 3Q 2021) Third quarter 2022 results: EPS: US$17.38 (up from US$2.18 in 3Q 2021). Revenue: US$4.02b (up 171% from 3Q 2021). Net income: US$1.48b (up US$1.27b from 3Q 2021). Profit margin: 37% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 12% p.a. on average during the next 3 years, while revenues in the Diversified Financial industry in Germany are expected to grow by 7.4%. Announcement • Nov 10
Jackson Financial Inc. Announces Quarterly Cash Dividend for the Fourth Quarter of 2022, Payable on December 15, 2022 Jackson Financial Inc. announced its Board of Directors has declared a quarterly cash dividend of $0.55 per share of common stock for the fourth quarter of 2022. The dividend is payable on December 15, 2022, to shareholders of record at the close of business on December 1, 2022. Announcement • Oct 07
Jackson Financial Inc. to Report Q3, 2022 Results on Nov 09, 2022 Jackson Financial Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 09, 2022 Board Change • Aug 31
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. CEO, President & Director Laura Prieskorn is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Announcement • Aug 16
Jackson Financial Inc. Appoints Andrea Goodrich as SVP, Corporate Law and Corporate Secretary Jackson Financial Inc. announced that Andrea Goodrich has joined the company as senior vice president, corporate law and corporate secretary, effective immediately. She reports directly to Carrie Chelko, executive vice president and general counsel for Jackson, and will lead a legal team responsible for board operations, corporate law, contracts, disclosure and reporting, governance, mergers and acquisitions, intellectual property and securities. Prior to joining Jackson, Goodrich served in similar roles for both Lincoln Financial Group and Johnson Controls (formerly Tyco International). Goodrich was also a partner at Alston and Bird after beginning her career more than 25 years ago as a law clerk. She graduated from the University of Pittsburgh with a bachelor’s degree in Politics, Philosophy and Economics, and earned a juris doctorate from the University of Pennsylvania Carey Law School. Reported Earnings • Aug 12
Second quarter 2022 earnings released: EPS: US$33.77 (vs US$5.72 loss in 2Q 2021) Second quarter 2022 results: EPS: US$33.77 (up from US$5.72 loss in 2Q 2021). Revenue: US$6.52b (up US$6.29b from 2Q 2021). Net income: US$2.90b (up US$3.44b from 2Q 2021). Profit margin: 45% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is expected to shrink by 56% compared to a 6.7% growth forecast for the industry in Germany. Announcement • Aug 10
Jackson Financial Inc. Declares Quarterly Cash Dividend for the Third Quarter of 2022, Payable on September 15, 2022 Jackson Financial Inc. declared a quarterly cash dividend of $0.55 per common stock for the third quarter of 2022. The dividend is payable on September 15, 2022, to shareholders of record at the close of business on September 1, 2022. Announcement • Jul 08
Jackson Financial Inc. to Report Q2, 2022 Results on Aug 09, 2022 Jackson Financial Inc. announced that they will report Q2, 2022 results After-Market on Aug 09, 2022 Board Change • May 26
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. CEO, President & Director Laura Prieskorn is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • May 13
First quarter 2022 earnings released: EPS: US$23.45 (vs US$31.04 in 1Q 2021) First quarter 2022 results: EPS: US$23.45 (down from US$31.04 in 1Q 2021). Revenue: US$4.30b (down 22% from 1Q 2021). Net income: US$2.03b (down 31% from 1Q 2021). Profit margin: 47% (down from 53% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 11% compared to a 8.6% growth forecast for the industry in Germany. Announcement • May 12
Jackson Financial Inc. Declares Quarterly Cash Dividend, Payable on June 16, 2022 Jackson Financial Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.55 per Class A common share for the second quarter of fiscal 2022. The dividend is payable on June 16, 2022 to shareholders of record at the close of business on June 2, 2022. Recent Insider Transactions • May 11
Insider recently sold €20m worth of stock On the 9th of May, Dan Hagan sold around 500k shares on-market at roughly €39.35 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €39m more than they bought in the last 12 months. Board Change • Apr 29
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. CEO, President & Director Laura Prieskorn is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Announcement • Apr 26
Jackson Financial Inc., Annual General Meeting, Jun 09, 2022 Jackson Financial Inc., Annual General Meeting, Jun 09, 2022, at 11:00 Eastern Daylight. Agenda: To consider directorate elections; to consider Ratification of the Appointment of KPMG LLP as Jackson Financial Inc.’s independent auditor for 2022; to consider to approve the annual frequency of an advisory vote on executive compensation; and to consider other matters. Announcement • Apr 08
Jackson Financial Inc. to Report Q1, 2022 Results on May 10, 2022 Jackson Financial Inc. announced that they will report Q1, 2022 results After-Market on May 10, 2022 Reported Earnings • Mar 05
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$33.86 (up from US$17.29 loss in FY 2020). Revenue: US$8.85b (up 176% from FY 2020). Net income: US$3.18b (up US$4.82b from FY 2020). Profit margin: 36% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 24%. Over the next year, revenue is expected to shrink by 23% compared to a 13% growth forecast for the industry in Germany. Announcement • Mar 04
Jackson Financial Inc. Announces First Quarter Fiscal 2022, Payable on March 23, 2022 Jackson Financial Inc. announced that its Board of Directors has declared a cash dividend of $0.55 per Class A common share for the first quarter of fiscal 2022, reflecting a 10% increase over the prior quarter’s dividend. The dividend is payable on March 23, 2022 to shareholders of record at the close of business on March 14, 2022. Recent Insider Transactions • Dec 16
Director recently bought €220k worth of stock On the 14th of December, Derek Kirkland bought around 7k shares on-market at roughly €33.84 per share. In the last 3 months, there was an even bigger purchase from another insider worth €1.1m. Insiders have collectively bought €1.3m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Nov 20
Vice Chairman of Jackson Holdings LLC recently bought €1.1m worth of stock On the 12th of November, Paul Myers bought around 39k shares on-market at roughly €28.78 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Board Change • Oct 05
No independent directors There are 10 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). Director Stuart Turner is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors. 
