Jackson Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:8WF Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Dec 24	Buy€129,150	Gregory Durant	Individual	1,500	€86.10
12 Nov 24	Sell€1,046,741	Devkumar Ganguly	Individual	10,000	€104.67
19 Sep 24	Sell€450,880	Carrie Chelko	Individual	5,500	€81.98
13 Aug 24	Buy€53,857	Russell Noles	Individual	700	€76.94
06 Jun 24	Buy€188,542	Don Cummings	Individual	2,826	€66.81
10 May 24	Sell€913,375	Devkumar Ganguly	Individual	13,000	€70.26
04 Mar 24	Buy€179,394	Derek Kirkland	Individual	3,500	€51.26

Insider Trading Volume

Insider Buying: 8WF insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of 8WF?
Owner Type	Number of Shares	Ownership Percentage
State or Government	42,882	0.0581%
Individual Insiders	1,442,932	1.95%
General Public	2,537,542	3.44%
Institutions	69,838,421	94.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.27% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.5%	The Vanguard Group, Inc.	9,989,032	€859.0m	-0.1%	0.01%
9.94%	BlackRock, Inc.	7,338,165	€631.0m	-0.92%	0.01%
6.23%	Dimensional Fund Advisors LP	4,603,043	€395.8m	2.95%	0.06%
4.94%	First Trust Advisors LP	3,646,742	€313.6m	-4.36%	0.26%
4.42%	State Street Global Advisors, Inc.	3,266,981	€280.9m	4.92%	0.01%
3.03%	HSBC Global Asset Management (UK) Limited	2,234,418	€192.1m	1.16%	0.08%
2.82%	Geode Capital Management, LLC	2,086,155	€179.4m	7.44%	0.01%
2.71%	Donald Smith & Co., Inc.	2,001,396	€172.1m	-7.97%	4.29%
2.63%	Goldman Sachs Group, Investment Banking and Securities Investments	1,939,636	€166.8m	33.6%	0.08%
2.2%	Acadian Asset Management LLC	1,625,413	€139.8m	33.3%	0.35%
2.11%	American Century Investment Management Inc	1,561,024	€134.2m	-3.82%	0.07%
1.96%	Arrowstreet Capital, Limited Partnership	1,447,377	€124.5m	-1.91%	0.1%
1.52%	Norges Bank Investment Management	1,126,118	€96.8m	0%	0.01%
1.46%	Morgan Stanley, Investment Banking and Brokerage Investments	1,079,865	€92.9m	16.4%	0.01%
1.46%	Jacobs Levy Equity Management Inc	1,077,987	€92.7m	-6.87%	0.35%
1.42%	Charles Schwab Investment Management, Inc.	1,050,903	€90.4m	40%	0.02%
1.31%	Federated Hermes, Inc.	969,662	€83.4m	-0.88%	0.21%
1.21%	BNY Asset Management	892,650	€76.8m	-3.75%	0.01%
1.15%	Northern Trust Global Investments	850,129	€73.1m	9.77%	0.01%
1.08%	Invesco Capital Management LLC	796,447	€68.5m	84.3%	0.03%
1.03%	Pzena Investment Management, Inc.	758,500	€65.2m	-5.89%	0.13%
0.86%	Allianz Asset Management GmbH	633,423	€54.5m	-8.36%	0.02%
0.77%	Jupiter Fund Management Plc	570,984	€49.1m	-0.11%	0.15%
0.76%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	562,571	€48.4m	-25.8%	0.01%
0.73%	Eaton Vance Management	535,571	€46.1m	0.04%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 11:48
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Jackson Financial Inc. is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Alex Scott	Barclays
Thomas Gallagher	Evercore ISI
Taylor Scott	Goldman Sachs