(JXN) Jackson Financial - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US46817M1071
JXN: Annuities, Life Insurance, Investment Contracts, Investment Management
Jackson Financial Inc (NYSE:JXN) is a leading provider of annuity products and retirement solutions in the United States. The company operates through three core business segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. Its Retail Annuities segment offers a diverse range of products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions designed to meet the retirement needs of individual investors. The Institutional Products segment focuses on traditional guaranteed investment contracts, funding agreements, and medium-term funding agreement-backed notes, catering to institutional clients. The Closed Life and Annuity Blocks segment manages a portfolio of protection products, including whole life, universal life, variable universal life, and term life insurance, along with a block of group payout annuities. The company also provides investment management services to support its product offerings.
Jackson Financial Inc distributes its products through a broad network of independent broker-dealers, wirehouses, regional broker-dealers, banks, independent registered investment advisors, third-party platforms, and insurance agents. This extensive distribution network enables the company to reach a wide range of customers across the U.S. The company, formerly known as Brooke (Holdco1) Inc., rebranded as Jackson Financial Inc in July 2020. Headquartered in Lansing, Michigan, it has been in operation since its incorporation in 2006. Its website can be accessed at https://www.jackson.com.
Additional Sources for JXN Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JXN Stock Overview
Market Cap in USD | 5,364m |
Sector | Financial Services |
Industry | Insurance - Life |
GiC Sub-Industry | Diversified Financial Services |
IPO / Inception | 2021-09-01 |
JXN Stock Ratings
Growth Rating | 64.2 |
Fundamental | 9.83 |
Dividend Rating | 84.2 |
Rel. Strength | -3.77 |
Analysts | 2.8/5 |
Fair Price Momentum | 81.87 USD |
Fair Price DCF | 380.07 USD |
JXN Dividends
Dividend Yield 12m | 3.57% |
Yield on Cost 5y | 11.13% |
Annual Growth 5y | 53.83% |
Payout Consistency | 100.0% |
JXN Growth Ratios
Growth Correlation 3m | -81.7% |
Growth Correlation 12m | 38.3% |
Growth Correlation 5y | 83.7% |
CAGR 5y | 34.88% |
CAGR/Max DD 5y | 0.72 |
Sharpe Ratio 12m | 2.18 |
Alpha | 1.51 |
Beta | 1.610 |
Volatility | 47.41% |
Current Volume | 576.8k |
Average Volume 20d | 810.8k |
As of May 01, 2025, the stock is trading at USD 77.91 with a total of 576,797 shares traded.
Over the past week, the price has changed by +4.72%, over one month by -7.01%, over three months by -16.51% and over the past year by +18.07%.
Neither. Based on ValueRay Fundamental Analyses, Jackson Financial is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 9.83 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JXN as of May 2025 is 81.87. This means that JXN is currently overvalued and has a potential downside of 5.08%.
Jackson Financial has received a consensus analysts rating of 2.80. Therefor, it is recommend to hold JXN.
- Strong Buy: 0
- Buy: 1
- Hold: 3
- Sell: 0
- Strong Sell: 1
According to ValueRays Forecast Model, JXN Jackson Financial will be worth about 90.4 in May 2026. The stock is currently trading at 77.91. This means that the stock has a potential upside of +16.06%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 87.8 | 12.7% |
Analysts Target Price | 87.8 | 12.7% |
ValueRay Target Price | 90.4 | 16.1% |