Jackson Financial Inc. (JXN) Stock Price & Analysis
Jackson Financial Inc. (JXN) — price $131.53 (+1.58%), as of the Oct 2, 2026 trading session; market cap $9.17B. Expected results Nov 3, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 0.16× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 3, 2026
Jackson Financial Inc. · JXN · NYSE · Financial Services · Insurance - Life
Research dated 2026-09-13: Jackson Financial is chiefly an annuity manufacturer for individual investors, distributed through advisers, banks, broker-dealers and insurance agents rather than sold as a broad household life-insurance franchise. The case depends on whether the retail annuity engine can produce durable cash and earnings while reported revenue and net income continue to swing sharply between periods.
Price as of Oct 2, 2026
Key Statistics
Not scored: this is a debt/preferred or other non-common instrument, or its reported market value does not match its share basis.
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $131.53 | |
| Change on the day | +1.58% | |
| 52-week range | $89.67–$140.90 | |
| Market capitalisation | $9.17B | |
| Price / earnings (trailing) | 164.41 | |
| Shares traded on the day | 671.9K | |
| Beta (volatility vs the S&P 500) | 1.32 | |
| Dividends per share (last 12 months) | $3.50 | |
| Dividend yield (last 12 months) | 2.66% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextOther perspectives
Council score for Jackson Financial (JXN): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Apr 29, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Apr 29, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the JXN film — every key number, told as a short cinematic story
~2 min · open the film
What is Jackson Financial (JXN), and what does it report?
Short answer · as of
Retail Annuities supplies most segment revenue through variable, fixed, fixed-index, immediate-payout and registered index-linked contracts designed for retirement saving and income.
Research dated 2026-09-13.
Retail Annuities supplies most segment revenue through variable, fixed, fixed-index, immediate-payout and registered index-linked contracts designed for retirement saving and income. Institutional Products issues investment contracts, funding agreements and related notes, while Closed Life and Annuity Blocks administers older protection and annuity obligations.
The income statement does not read like a simple tally of annuity sales. Reported revenue has ranged from negative to strongly positive while earnings moved differently, so revenue, operating profit, net income and operating cash flow need to be read together rather than treated as interchangeable measures of demand.
What do the latest results show for Jackson Financial (JXN)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $168M.
Research dated 2026-09-13.
The latest period reversed the preceding loss: operating and net results became positive, and earnings exceeded the outside estimate even though reported revenue fell far short of the estimate. That combination reinforces the weak connection between headline revenue and period earnings.
Operating cash flow also strengthened from the preceding period, while cash and short-term investments extended their upward run. The evidence supports a recovery in reported profitability and cash generation, but it does not establish that the volatile revenue series has stabilized.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $168.00M Jun 30, 2026
- Latest quarter · SG&A
- $0.00 Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $665.00M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $168.00M | Not available | $0.00 | $665.00M |
| Mar 31, 2026 | $2.90B | Not available | $1.02B | −$400.00M |
| Dec 31, 2025 | $2.09B | Not available | $0.00 | −$358.00M |
| Sep 30, 2025 | $1.35B | Not available | $264.00M | $72.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $168.00M Aug 3, 2026
- Latest report · revenue estimate
- $1.91B Aug 3, 2026
- Latest report · revenue vs estimate
- Below estimate Aug 3, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 3, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 3, 2026 | $168.00M | $1.91B | $7.3000 | $5.7200 |
| May 5, 2026 | $2.90B | $1.94B | $5.1500 | $5.9600 |
| Feb 18, 2026 | $1.99B | $1.92B | $6.6100 | $5.8600 |
| Nov 4, 2025 | $1.35B | $1.92B | $6.1600 | $5.1000 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $168M | $655M | $9.16 (diluted) |
| Q1 FY2026 | $2.90B | -$424M | -$6.24 (diluted) |
| Q4 FY2025 | $2.09B | -$204M | -$3.06 (diluted) |
| Q3 FY2025 | $1.35B | $76M | $0.92 (diluted) |
What are the financial strengths and risks for Jackson Financial (JXN)?
Short answer
Cash and short-term investments were $58.19B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $1.85B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Jackson carries cash and investments well above stated debt, operating cash flow has remained positive throughout the displayed series, and cash plus short-term investments have generally climbed. The quality screen is also favorable on several accounting signals, although the low liquidity and distress ratios warn against treating an insurer like an industrial company with freely deployable working capital.
The larger exposure sits in the relationship between invested assets and extensive policyholder liabilities. Closed life and annuity blocks must be managed alongside new retail annuity business, while wide swings in operating results and thin trailing profitability show how quickly accounting outcomes can diverge from cash generation.
Data-derived red flags
- Financial-distress signal — its Altman Z-Score of 0.04 sits in the distress zone (elevated bankruptcy risk).
- Rich valuation — a P/E of 164.41 runs well above the Financial Services sector’s ~17.20x, leaving little room for a miss.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $1.85B Jun 30, 2026
- Previous quarter · operating cash flow
- $1.04B Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $1.85B | Not available |
| Mar 31, 2026 | $1.04B | Not available |
| Dec 31, 2025 | $1.62B | Not available |
| Sep 30, 2025 | $1.37B | Not available |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Jackson Financial (JXN)?
Short answer · as of
The next earnings report is expected on Nov 3, 2026.
Research dated 2026-09-13.
Watch whether the next result preserves positive operating profit and net income while operating cash flow remains firm. A useful confirmation would be another period in which earnings strength is accompanied by continued growth in cash and short-term investments, rather than another reversal in the reported income statement.
Revenue deserves a narrower test: compare its direction with earnings and cash flow instead of reading it as direct evidence of annuity demand. Also track whether outside revenue expectations broaden beyond the very limited contributor base behind the longer-range estimates.
How is Jackson Financial scored?
Research dated 2026-09-13.
Jackson differs from a diversified life insurer because retail annuities dominate its reported segment mix, while traditional protection products sit mainly in a closed block. Its economic center is retirement accumulation and income distributed through independent financial channels, not continuing expansion of a broad life-policy franchise.
The institutional funding operation adds a separate client and liability channel, but it remains smaller than retail annuities. That mix makes comparisons most informative when they focus on annuity economics, cash generation and management of legacy obligations rather than life-insurance premium growth alone.
| Company | Price | Market value | Score |
|---|---|---|---|
| $325.53 Oct 2, 2026 | $13.5B | 100 5-pillar Oct 4, 2026 | |
| $371.43 Oct 2, 2026 | $9.81B | 97 5-pillar Oct 4, 2026 | |
| $93.60 Oct 2, 2026 | $32.7B | 94 5-pillar Oct 4, 2026 | |
| $275.42 Oct 2, 2026 | $8.59B | 92 5-pillar Oct 4, 2026 | |
| $23.75 Oct 2, 2026 | $4.24B | 78 5-pillar Oct 4, 2026 | |
| $165.68 Oct 2, 2026 | $12.9B | 73 5-pillar Oct 4, 2026 | |
| $53.86 Oct 2, 2026 | $5.03B | 70 5-pillar Oct 4, 2026 | |
| $88.57 Oct 2, 2026 | $14.0B | 65 5-pillar Oct 4, 2026 | |
| $52.64 Oct 2, 2026 | $14.4B | 54 5-pillar Oct 4, 2026 | |
| $40.30 Oct 2, 2026 | $7.72B | 38 5-pillar Oct 4, 2026 | |
| $9.95 Oct 2, 2026 | $3.54B | 33 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 24, 2026
- Transactions
- 60
- Identified insiders
- 13
- Purchases
- 0
- Sales
- 2
- Other transactions
- 58
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 91.2% Period end Jun 30, 2026
- Previous quarter · ownership
- 89.7% Prior to period end Jun 30, 2026
- Reporting holders
- 514 Period end Jun 30, 2026
- Previous quarter · holders
- 529 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 6,800,653 |
| Vanguard Portfolio Management LLC | 5,446,195 |
| Tpg Gp A, LLC | 4,715,554 |
| Dimensional Fund Advisors LP | 4,117,157 |
| Vanguard Capital Management LLC | 3,136,509 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Jackson Financial (JXN)?
Common Questions About JXN (Financial Services)
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
Why can Jackson Financial report weak revenue while annuity earnings remain positive?
Jackson’s reported revenue and earnings have repeatedly moved in different directions, including a period with negative revenue and positive profit. Headline revenue therefore does not function as a clean measure of retail annuity sales or underlying earnings power.
How important are Retail Annuities to Jackson Financial?
Retail Annuities are the dominant reported segment and cover the company’s broad range of retirement accumulation and income contracts. Institutional funding and closed life and annuity blocks diversify the operation, but neither defines the business to the same extent.
What role do Jackson Financial’s Closed Life and Annuity Blocks play?
The closed blocks contain existing life policies and annuity contracts that Jackson continues to administer alongside its active retail franchise. They add legacy obligations and investment-management demands without serving as the main source of current segment revenue.
Does Jackson Financial’s operating cash flow follow its reported profit?
Not closely: operating cash flow stayed positive across periods that included both net losses and profits. That divergence makes cash flow a necessary companion to the income statement when assessing Jackson’s financial performance.
What is the JXN stock price today?
The last price recorded on this page for Jackson Financial Inc. (JXN) is $131.53, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
Does JXN pay a dividend?
Yes. Jackson Financial Inc. (JXN) shows a trailing 12-month dividend yield of 2.66%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (71 figures)
The 71 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | Lansing, MI | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "1 Corporate Way, Lansing, MI, 48951, US". |
FMP — 63 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 3, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $131.53 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:04:38.049Z. | |
px.change | Change on the day | +1.58% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $9.17B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T21:04:36.467Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$2.05 | FMP | Financial Modeling Prep (FMP) · quote | |
px.range52 | 52-week range | $89.67–$140.90 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 164.41 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 671.9K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.32 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Laura Louene Prieskorn | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 3,490 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.q_revenue | Revenue, Q2 FY2026 | $168M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $5.50B, net result $3.42B; FY2022 revenue $9.72B, net result $6.19B; FY2023 revenue $3.17B, net result $934.00M; FY2024 revenue $3.09B, net result $946.00M; FY2025 revenue $6.68B, net result $27.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Retail Annuities Segment $5.27B · Institutional Products Segment $438.00M · Closed Life And Annuity Blocks Segment $1.24B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 86.8% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $168.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $665.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $2.90B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $1.02B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | −$400.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $2.09B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | −$358.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $1.35B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $264.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $72.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-03.revenue_actual | Revenue · reported — report date 2026-08-03 | $168.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-03.revenue_estimated | Revenue · estimate — report date 2026-08-03 | $1.91B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-03.eps_actual | EPS · reported — report date 2026-08-03 | $7.3000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-03.eps_estimated | EPS · estimate — report date 2026-08-03 | $5.7200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.revenue_actual | Revenue · reported — report date 2026-05-05 | $2.90B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.revenue_estimated | Revenue · estimate — report date 2026-05-05 | $1.94B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.eps_actual | EPS · reported — report date 2026-05-05 | $5.1500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.eps_estimated | EPS · estimate — report date 2026-05-05 | $5.9600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.revenue_actual | Revenue · reported — report date 2026-02-18 | $1.99B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.revenue_estimated | Revenue · estimate — report date 2026-02-18 | $1.92B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.eps_actual | EPS · reported — report date 2026-02-18 | $6.6100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.eps_estimated | EPS · estimate — report date 2026-02-18 | $5.8600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.revenue_actual | Revenue · reported — report date 2025-11-04 | $1.35B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.revenue_estimated | Revenue · estimate — report date 2025-11-04 | $1.92B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.eps_actual | EPS · reported — report date 2025-11-04 | $6.1600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-04.eps_estimated | EPS · estimate — report date 2025-11-04 | $5.1000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $58.19B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $1.85B | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $22.68B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $2.77B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 0.93× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $1.85B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $1.04B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $1.62B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $1.37B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
own.insiders | Insider transactions via FMP | 60 transactions · 0 purchases, 2 sales, 58 other transactions · 13 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 24, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 91.2% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 89.7% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 514 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 529 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 6,800,653 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 5,446,195 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Tpg Gp A, LLC — shares in provider snapshot | 4,715,554 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Dimensional Fund Advisors LP — shares in provider snapshot | 4,117,157 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Capital Management LLC — shares in provider snapshot | 3,136,509 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 5 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-08-24 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 0.04 · Piotroski F 8 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-05 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 0.16× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $58.19B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $3.50 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 2.66% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-03.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($168.00M) with the recorded estimate ($1.91B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-03.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($7.3000) with the recorded estimate ($5.7200) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-03. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-03.revenue_actual,earn.history.depth.2026-08-03.revenue_estimated,earn.history.depth.2026-08-03.revenue_actual.comparison,earn.history.depth.2026-08-03.eps_actual.comparison,earn.history.depth.2026-08-03.eps_actual,earn.history.depth.2026-08-03.eps_estimated,earn.history.depth.2026-05-05.revenue_actual,earn.history.depth.2026-05-05.revenue_estimated,earn.history.depth.2026-05-05.eps_actual,earn.history.depth.2026-05-05.eps_estimated,earn.history.depth.2026-02-18.revenue_actual,earn.history.depth.2026-02-18.revenue_estimated,earn.history.depth.2026-02-18.eps_actual,earn.history.depth.2026-02-18.eps_estimated,earn.history.depth.2025-11-04.revenue_actual,earn.history.depth.2025-11-04.revenue_estimated,earn.history.depth.2025-11-04.eps_actual,earn.history.depth.2025-11-04.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | 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. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Retail Annuities Segment: $5.27B; Institutional Products Segment: $438.00M; Closed Life And Annuity Blocks Segment: $1.24B | 2024-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-03 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash, investments and debt | Total debt: $2.77B; Liquidity basis: cash and short-term investments; Total liabilities: $356.59B; Cash and short-term investments: $58.19B; Cash and investments: $80.88B; Long-term investments: $22.68B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $80.88B; Cash and short-term investments: $58.19B; Long-term investments: $22.68B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Trailing twelve-month ratio set | Quick ratio: 0.42; Current ratio: 0.42; Debt to equity: 0.28; Net margin: 1.6%; Gross margin: 86.8%; Operating margin: -0.3%; Return on assets: 0%; Return on equity: 1% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 0.04; Piotroski F-score: 8 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-11-03; EPS estimate: $7.25 per share; Revenue estimate: $2.06B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
At most 1 analyst contributed — treat this as thin coverage, not a consensus. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Sector / industry (provider taxonomy) | Financial Services / Insurance - Life The company's SEC filings classify it under SIC 6311 — Life Insurance. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
Data provided for informational purposes only.
ETFs that hold JXN
Funds in our ETF coverage that list JXN among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| Federated Hermes MDT Small Cap Core ETF (FSCC) | 1.28% |