JXN

NEUTRAL

$115.49 Live

Jackson Financial Inc. · NYSE

Target $122.0 (+5.6%)

$75.16 52W Range $123.61

JXN Jackson Financial Inc. - Fundamental Analysis

NEUTRAL

Console Chart News

JXN Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Insurance - Life

Current Price Live

$115.49

Analyst Target

$122.0

+5.6% Upside

52W High

$123.61

52W Low

$75.16

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026

Market cap

$8.13B

P/E

N/A

ROE

0.7%

Profit margin

0.4%

Debt/Equity

0.55

Dividend yield

3.12%

AI Analysis

AI-powered fundamental assessment

Confidence

80%

JXN presents a classic 'value trap' profile, characterized by a critically weak Piotroski F-Score of 2/9 and an abysmal ROE of 0.71%. While the company is fundamentally undervalued from a balance sheet perspective—trading at a Price/Book of 0.82 and a Forward P/E of 4.44—the underlying operational health is poor. Strong recent price momentum and revenue growth are offset by razor-thin profit margins (0.40%) and bearish insider sentiment. The investment case relies entirely on a mean-reversion of book value rather than operational excellence.

Key Strengths

Deep value valuation with Price/Book ratio of 0.82

Very low Forward P/E of 4.44 suggesting significant earnings potential relative to price

Strong long-term price performance (5Y Change: +358.8%)

Manageable Debt/Equity ratio of 0.55

Sustainable dividend payout ratio of 43.36%

Key Risks

Critical financial health weakness indicated by Piotroski F-Score of 2/9

Extremely low profitability with a Profit Margin of only 0.40%

Poor capital efficiency as evidenced by an ROE of 0.71%

Bearish insider activity with net selling and zero buy transactions

High earnings volatility with historical surprises ranging from -115% to +49%

AI Fair Value Estimate

Based on comprehensive analysis

$125.0

+8.2% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Moderate

Value

Future

Past

Health

Dividend

AI Verdict

Speculative Value

Key drivers: Low P/B ratio, Poor Piotroski F-Score, Thin profit margins, Strong price momentum

Confidence

85%

Value

85/100

Ref P/E 4.44, P/B 0.82

Positives

P/B < 1.0
Forward P/E is exceptionally low

Watchpoints

Lack of Graham Number for defensive baseline

Future

50/100

Ref Revenue Growth 718.80%

Positives

Massive YoY revenue growth
Positive YoY EPS growth

Watchpoints

Unstable earnings track record

Past

70/100

Ref 5Y Change +358.8%

Positives

Strong 1Y, 3Y, and 5Y returns

Watchpoints

Inconsistent quarterly earnings beats

Health

15/100

Ref Piotroski F-Score 2/9

Positives

Current Ratio > 1.5

Watchpoints

Piotroski F-Score 2/9
Extremely low ROA/ROE

Dividend

60/100

Ref Yield 3.12%, Payout 43.36%

Positives

Consistent yield of 3.12%
Reasonable payout ratio

Watchpoints

Low overall profitability to support aggressive growth

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$115.49

Analyst Target

$122.0

Upside/Downside

+5.6%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for JXN and closest competitors.

Updated 2026-04-28

Company	5Y	3Y	1Y	6M	1M	1W
JXN Jackson Financial Inc. Primary	+358.8%	+265.8%	+53.5%	+18.9%	+12.1%	+3.4%
FDS FactSet Research Systems Inc. Peer	-30.1%	-43.8%	-46.9%	-20.7%	+15.6%	-3.7%
GGAL Grupo Financiero Galicia S.A. Peer	+740.1%	+417.2%	-5.0%	+41.4%	+8.9%	+3.7%
BPOP Popular, Inc. Peer	+138.1%	+95.5%	+24.0%	+7.1%	-3.2%	-4.8%
AXS AXIS Capital Holdings Limited Peer	+139.7%	+87.3%	+17.7%	+5.2%	-6.3%	+2.1%

JXN

Jackson Financial Inc.

Primary

+358.8%

+265.8%

+53.5%

+18.9%

+12.1%

+3.4%

FDS

FactSet Research Systems Inc.

Peer

-30.1%

-43.8%

-46.9%

-20.7%

+15.6%

-3.7%

GGA

Grupo Financiero Galicia S.A.

Peer

+740.1%

+417.2%

-5.0%

+41.4%

+8.9%

+3.7%

BPO

Popular, Inc.

Peer

+138.1%

+95.5%

+24.0%

+7.1%

-3.2%

-4.8%

AXS

AXIS Capital Holdings Limited

Peer

+139.7%

+87.3%

+17.7%

+5.2%

-6.3%

+2.1%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

N/A

4.44

N/A

0.82

1.2

1.34

N/A

$8.13B

Profitability

Profit margins and return metrics

Profit Margin 0.4%

Operating Margin 23.58%

Gross Margin 51.24%

ROE 0.71%

ROA 0.12%

Growth

Revenue and earnings growth rates

Revenue Growth +718.8%

Earnings Growth N/A

Q/Q Revenue Growth +1116.46%

Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.55

Moderate

Current Ratio

1.66

Good

Quick Ratio

0.28

Poor

Cash/Share

$80.7

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$1.9B

Net Margin

-10.6%

Total Assets

$352.6B

Liabilities

$342.2B

Equity

$10.0B

Debt/Equity

34.39x

Operating CF

$1.6B

Free Cash Flow

$1.6B

FCF Yield

100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05

$N/A

2026-02-18

$6.61

+12.8% surprise

2025-11-04

$6.16

+13.0% surprise

2025-08-04

$4.87

+5.0% surprise

Financial Services Sector Comparison

Comparing JXN against 855 companies in the Financial Services sector (144 bullish, 365 neutral, 346 bearish)

Return on Equity (ROE)

0.71%

This Stock

-0.42%

Sector Avg

-267.6% (Below Avg)

Profit Margin

0.4%

This Stock

93.68%

Sector Avg

-99.6% (Weaker)

Debt to Equity

0.55

This Stock

1.33

Sector Avg

-58.5% (Less Debt)

Revenue Growth

718.8%

This Stock

36.49%

Sector Avg

+1869.6% (Fast Growth)

Current Ratio

1.66

This Stock

3.09

Sector Avg

-46.4% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
JXN Jackson Financial Inc.	NEUTRAL	$8.13B	-	0.7%	0.4%	$115.49
FDS FactSet Research Systems Inc.	BEARISH	$8.16B	14.43	28.1%	24.5%	$224.12	Compare
GGAL Grupo Financiero Galicia S.A.	BEARISH	$8.04B	53.85	2.5%	3.1%	$47.93	Compare
BPOP Popular, Inc.	NEUTRAL	$8.24B	11.22	13.1%	27.0%	$121.97	Compare
AXS AXIS Capital Holdings Limited	NEUTRAL	$7.98B	8.53	16.3%	16.1%	$102.07	Compare

JXN Jackson Financial Inc.

NEUTRAL

Mkt Cap

$8.1B

P/E

ROE

0.7%

Price

$115.49

Compare with JXN

Compare with JXN

Compare with JXN

Compare with JXN

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2026-03-26	CUMMINGS DON W	Chief Financial Officer	Stock Award	185	-
2026-03-26	LAWTON DREW	Director	Stock Award	236	-
2026-03-26	KIRKLAND DEREK G	Director	Stock Award	109	-
2026-03-26	DURANT GREGORY T	Director	Stock Award	236	-
2026-03-26	CLAFFEE LILY FU	Director	Stock Award	373	-
2026-03-26	NOLES RUSSELL G	Director	Stock Award	173	-
2026-03-26	CHELKO CARRIE	General Counsel	Stock Award	120	-
2026-03-26	PRIESKORN LAURA LOUENE	Chief Executive Officer	Stock Award	598	-
2026-03-26	RAUB CHRISTOPHER	Officer	Stock Award	260	-
2026-03-26	ANDERSON CRAIG A	Officer	Stock Award	61	-
2026-03-26	BINIORIS SAVVAS STEVE PANAGIOTIS	Officer	Stock Award	137	-
2026-03-26	KANDARIAN STEVEN A	Director	Stock Award	921	-
2026-03-26	LIPPERT MARTIN J	Director	Stock Award	373	-
2026-03-26	STECHER ESTA E	Director	Stock Award	402	-
2026-03-11	KIRKLAND DEREK G	Director	Sale	10,000	$1,083,200

CUMMINGS DON W

Chief Financial Officer

Stock Award

2026-03-26

185 shares

LAWTON DREW

Director

Stock Award

2026-03-26

236 shares

KIRKLAND DEREK G

Director

Stock Award

2026-03-26

109 shares

DURANT GREGORY T

Director

Stock Award

2026-03-26

236 shares

CLAFFEE LILY FU

Director

Stock Award

2026-03-26

373 shares

NOLES RUSSELL G

Director

Stock Award

2026-03-26

173 shares

CHELKO CARRIE

General Counsel

Stock Award

2026-03-26

120 shares

PRIESKORN LAURA LOUENE

Chief Executive Officer

Stock Award

2026-03-26

598 shares

RAUB CHRISTOPHER

Officer

Stock Award

2026-03-26

260 shares

ANDERSON CRAIG A

Officer

Stock Award

2026-03-26

61 shares

BINIORIS SAVVAS STEVE PANAGIOTIS

Officer

Stock Award

2026-03-26

137 shares

KANDARIAN STEVEN A

Director

Stock Award

2026-03-26

921 shares

LIPPERT MARTIN J

Director

Stock Award

2026-03-26

373 shares

STECHER ESTA E

Director

Stock Award

2026-03-26

402 shares

KIRKLAND DEREK G

Director

Sell

2026-03-11

10,000 shares · $1,083,200

Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

FORM 8-K

2026-04-09

JXN filed an 8-K on April 9, 2026, likely to announce its first-quarter financial results.

DEF 14A

2026-04-07

JXN filed a definitive proxy statement on April 7, 2026, providing shareholders with necessary information to vote on matters at the company's annual meeting.

8-K

FORM 8-K

2026-03-27

8-K

FORM 8-K

2026-03-19

JXN filed a current report on March 19, 2026, likely announcing its annual financial results or a material corporate update.

10-K

2026-02-24

JXN's 10-K filing provides a comprehensive overview of the company's consolidated results of operations, segment performance, and liquidity and capital resources. The report details key operating measures and macroeconomic trends while outlining the regulatory environment and associated risk factors impacting the business.

8-K

FORM 8-K

2026-02-18

JXN filed an 8-K on February 18, 2026, likely to announce its annual financial results.

8-K

2026-02-18

JXN filed an 8-K on February 18, 2026, likely to announce its annual financial results.

8-K

FORM 8-K

2026-02-11

Juniper Networks likely filed this 8-K to announce its fourth quarter and full-year financial results.

8-K

FORM 8-K

2026-01-06

8-K

FORM 8-K

2025-11-04

JXN filed an 8-K on November 4, 2025, likely to announce its third-quarter financial results.

8-K

2025-11-04

10-Q

2025-11-04

8-K

FORM 8-K

2025-10-08

8-K

FORM 8-K

2025-08-20

8-K

FORM 8-K

2025-08-05

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus

NONE

4 analysts

Keefe, Bruyette & Woods

2026-04-10

Maintains

Market Perform Market Perform

Barclays

2026-04-08

Maintains

Overweight Overweight

Keefe, Bruyette & Woods

2026-03-26

reit

Market Perform Market Perform

Morgan Stanley

2025-11-17

Maintains

Equal-Weight Equal-Weight

Barclays

2025-11-05

Maintains

Overweight Overweight

Past News Coverage

Recent headlines mentioning JXN from our newsroom.

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JXN

JXN Jackson Financial Inc. - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Financial Services Sector Comparison

Similar Companies

Recent Insider Trading

SEC Filings

Wall Street Analysts

Past News Coverage

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