Jackson Financial Incorporation stock analysis
Jackson Financial Incorporation (0JKF) Share Price & Analysis
0JKF Stock Chart & Stats
- Day’s Range
- $137.48 - $140.93
- 52-Week Range
- $89.00 - $157.82
- Previous Close
- $139.20
- Volume
- N/A
- Average Volume (3M)
- 391
- Market Cap
- $9.16B
- Enterprise Value
- $15.14B
- Total Cash (Recent Filing)
- $62.20B
- Total Debt (Recent Filing)
- $2.77B
- Price to Earnings (P/E)
- 11.3
- Beta
- 0.69
- Next Earnings
- Feb 24, 2027 (Est.)
- EPS Estimate
- 7.63
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 2.50%
Bulls Say, Bears Say
Bulls Say
Annuity Sales Growth
Record retail and RILA sales demonstrate strong demand for Jackson’s retirement products and reinforce its growing market position. Continued product diversification across spread-based and market-linked annuities can broaden fee and spread income while supporting durable account-value growth.
Capital Generation And Liquidity
Strong capital generation, a sizable regulatory capital buffer, and substantial liquidity give Jackson flexibility to support new business, absorb market volatility, and return capital. This financial capacity strengthens resilience and supports continued investment in distribution and product growth.
AARP Distribution Partnership
The exclusive AARP relationship adds a large, recognized distribution channel and expands Jackson’s direct-to-consumer reach beyond traditional intermediaries. A phased rollout of fixed and spread products could create a durable source of new customers and diversify future sales.
Bears Say
Volatile Operating Profitability
The contrast between strong reported net income and weak or negative EBIT indicates that underlying operating profitability has been uneven. This volatility makes earnings power harder to forecast and may limit confidence that recent improvements will persist through changing market conditions.
Higher Surrenders And Lapses
Rising surrenders and lapses can reduce assets supporting fee income, disrupt expected contract economics, and increase the need to replace runoff with new sales. If persistency weakens further, the pressure could make Jackson’s revenue base less durable over the next several quarters.
Hedging And Capital Requirements
Large hedge losses and additional capital needs tied to rapid FIA growth expose Jackson’s results and capital efficiency to market conditions and sales mix. These pressures can increase earnings volatility, constrain distributable capital, and reduce the benefit of otherwise strong production growth.
Jackson Financial Incorporation News
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Jackson Financial Incorporation Stock Smart Score
Company Description
Jackson Financial Incorporation
Jackson Financial Inc., incorporated in 2006 and based in Lansing, Michigan, specializes in offering a diverse range of annuity products primarily to individual investors across the United States. The company, which was previously known as Brooke (Holdco1) Inc., adopted its current name in July 2020. Its business operations are categorized into three core segments. The Retail Annuities segment delivers retirement savings and income solutions, encompassing offerings such as variable, fixed index, fixed, and immediate payout annuities, alongside registered index-linked annuities and broader lifetime income options. The Institutional Products segment caters to a different client base, providing traditional guaranteed investment contracts, various funding agreements (including those associated with its involvement in the U.S. federal home loan bank program), and medium-term funding agreement-backed notes. Finally, the Closed Life and Annuity Blocks segment manages a portfolio of existing protection products. This includes various life insurance policies – whole, universal, variable universal, and term – as well as fixed, fixed index, and payout annuities, plus a selection of group payout annuities. Beyond these core segments, Jackson Financial Inc. also offers investment management services. The company leverages a comprehensive distribution network to reach its clientele. This network comprises independent broker-dealers, various banking and financial institutions, wirehouses and regional broker-dealers, independent registered investment advisors, third-party platforms, and insurance agents.
- Sector
- Financial
- Industry
- Insurance - Life
- CEO
- Don Cummings
- Employees
- 3,490
- Website
- www.jackson.com
- Address
- 1 Corporate Way, Lansing, MI, 48951, US
Jackson Financial Incorporation (0JKF) Earnings & Revenues
0JKF Company Deck
0JKF Earnings Call
Earnings Call SentimentPositive
The call was predominantly positive. Jackson reported strong earnings growth, record retail and RILA sales, improving net flows, expanding distribution, robust capital generation, substantial liquidity, and confidence in achieving its full-year targets. The main challenges were higher surrenders and expected lapse rates, limited partnership underperformance, market-related hedge losses and liquidity considerations at Brooke Re, and capital requirements associated with rapid FIA growth. Management characterized these issues as actively monitored while maintaining confidence in the overall enterprise and financial flexibility.
View all GB:0JKF earnings summaries0JKF Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 6 | 1 |
| Technical Analysis | 3 | 6 | 1 |
| Moving Averages | 12 | 0 | 0 |












