Jackson Financial (JXN) Stock Overview

Through its subsidiaries, provides suite of annuities to retail investors in the United States. More details

JXN fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	3/6
Past Performance	2/6
Financial Health	3/6
Dividends	2/6

Rewards

Earnings are forecast to grow 40.3% per year

Became profitable this year

Trading at good value compared to peers and industry

Risk Analysis

Significant insider selling over the past 3 months

Dividend of 2.68% is not well covered by earnings

Community Fair Values

Jackson Financial Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Jackson Financial
Historical stock prices
Current Share Price	US$134.38
52 Week High	US$137.99
52 Week Low	US$89.67
Beta	1.31
1 Month Change	10.22%
3 Month Change	22.35%
1 Year Change	39.33%
3 Year Change	300.90%
5 Year Change	n/a
Change since IPO	327.28%

Recent News & Updates

No updates

Recent updates

No updates

Shareholder Returns

	JXN	US Diversified Financial	US Market
7D	0.8%	-1.7%	1.0%
1Y	39.3%	-0.005%	18.4%

Return vs Industry: JXN exceeded the US Diversified Financial industry which returned -0% over the past year.

Return vs Market: JXN exceeded the US Market which returned 18.4% over the past year.

Price Volatility

Is JXN's price volatile compared to industry and market?
JXN volatility
JXN Average Weekly Movement	4.7%
Diversified Financial Industry Average Movement	6.0%
Market Average Movement	7.2%
10% most volatile stocks in US Market	16.2%
10% least volatile stocks in US Market	3.1%

Stable Share Price: JXN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: JXN's weekly volatility (5%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2006	3,490	Laura Prieskorn	www.jackson.com

Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. It operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions.

Jackson Financial Inc. Fundamentals Summary

How do Jackson Financial's earnings and revenue compare to its market cap?
JXN fundamental statistics
Market cap	US$9.10b
Earnings (TTM)	US$59.00m
Revenue (TTM)	US$6.55b

154.3x

P/E Ratio

1.4x

P/S Ratio

Is JXN overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
JXN income statement (TTM)
Revenue	US$6.55b
Cost of Revenue	US$3.35b
Gross Profit	US$3.20b
Other Expenses	US$3.14b
Earnings	US$59.00m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)	0.87
Gross Margin	48.80%
Net Profit Margin	0.90%
Debt/Equity Ratio	54.6%

How did JXN perform over the long term?

See historical performance and comparison

Dividends

2.7%

Current Dividend Yield

401%

Payout Ratio

Does JXN pay a reliable dividends?

See JXN dividend history and benchmarks

When do you need to buy JXN by to receive an upcoming dividend?
Jackson Financial dividend dates
Ex Dividend Date	Sep 15 2026
Dividend Pay Date	Sep 24 2026
Days until Ex dividend	32 days
Days until Dividend pay date	41 days

Does JXN pay a reliable dividends?

See JXN dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/08/13 03:44
End of Day Share Price	2026/08/13 00:00
Earnings	2026/06/30
Annual Earnings	2025/12/31

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.

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 Github.

Analyst Sources

Jackson Financial Inc. is covered by 5 analysts. 2 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
Taylor Scott	Barclays
Thomas Gallagher	Evercore ISI
Taylor Scott	Goldman Sachs