Jackson Financial Balance Sheet Health

Financial Health criteria checks 3/6

Jackson Financial has a total shareholder equity of $10.9B and total debt of $5.3B, which brings its debt-to-equity ratio to 48.6%. Its total assets and total liabilities are $345.7B and $334.8B respectively.

Key information

48.6%

Debt to equity ratio

US$5.31b

Debt

Interest coverage ration/a
CashUS$3.14b
EquityUS$10.91b
Total liabilitiesUS$334.76b
Total assetsUS$345.66b

Recent financial health updates

No updates

Recent updates

Jackson Financial: Solid Results Are Increasingly Reflected In Valuation (Rating Downgrade)

Nov 09

There's No Escaping Jackson Financial Inc.'s (NYSE:JXN) Muted Earnings

Nov 06
There's No Escaping Jackson Financial Inc.'s (NYSE:JXN) Muted Earnings

Jackson Financial: Booming Annuity Sales, Slowing Stock Momentum (Rating Downgrade)

Sep 18

Earnings Working Against Jackson Financial Inc.'s (NYSE:JXN) Share Price

Jul 23
Earnings Working Against Jackson Financial Inc.'s (NYSE:JXN) Share Price

Jackson Financial: Efficient Capital Generation Supports Rising Shareholder Returns

Jul 10

Is Ultra-Cheap Jackson Financial A Buy?

Jun 06

Jackson Financial: Excellent Capital Position Can Support More Upside

Mar 16

Jackson Financial: About Fairly Valued, But Growth Expected Amid High Momentum

Mar 02

Jackson Financial (NYSE:JXN) Is Paying Out A Larger Dividend Than Last Year

Feb 28
Jackson Financial (NYSE:JXN) Is Paying Out A Larger Dividend Than Last Year

Jackson Financial: Inherently Undervalued, Despite The Rally

Dec 22

Jackson Financial: Increased Capital Should Support Further Upside

Dec 16

Jackson Financial: Still A Potential Outperformer, As Volatility Assumptions Moderate

Sep 15

Jackson Financial: Selling Annuities Is Better Than Buying Annuities

Aug 10

Jackson Financial: The Worst Might Be Over

Jul 26

Buy Jackson Financial While The Valuation Is Low

Jun 16

Jackson Financial Isn't Quite As Cheap As It Seems

Feb 17

3 Top-Rated Growth Stocks To Buy In 2023

Jan 31

Jackson Financial: Undervalued And Underfollowed Market Leader

Jan 18

Jackson Financial: Misunderstood Yet Highly Attractive

Jan 04

Jackson Financial: 6% Dividend Yield, Deep Low Valuation, Strong Expected Growth For 2023

Dec 12

Jackson Financial: Trading At A Deep Valuation Isn't Enough

Sep 30

Jackson Financial: Generous Returns For Shareholders

Sep 12

Financial Position Analysis

Short Term Liabilities: JXN's short term assets ($34.7B) exceed its short term liabilities ($23.9B).

Long Term Liabilities: JXN's short term assets ($34.7B) do not cover its long term liabilities ($310.9B).


Debt to Equity History and Analysis

Debt Level: JXN's net debt to equity ratio (19.9%) is considered satisfactory.

Reducing Debt: JXN's debt to equity ratio has increased from 32.5% to 48.6% over the past 5 years.

Debt Coverage: JXN's debt is well covered by operating cash flow (111.2%).

Interest Coverage: Insufficient data to determine if JXN's interest payments on its debt are well covered by EBIT.


Balance Sheet


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 09:56
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

AnalystInstitution
Alex ScottBarclays
Thomas GallagherEvercore ISI
Taylor ScottGoldman Sachs