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Jackson Financial Inc.

Jackson Financial Inc.

NYSE•JXN
CEO: Ms. Laura Louene Prieskorn
Sector: Financial Services
Industry: Insurance - Life
Listing Date: 2021-09-01
Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. The company operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities; and a block of group payout annuities. The company also offers investment management services. It sells its products through a distribution network that includes independent broker-dealers, wirehouses, regional broker-dealers, banks, independent registered investment advisors, third-party platforms, and insurance agents. The company was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. Jackson Financial Inc. was incorporated in 2006 and is headquartered in Lansing, Michigan.
Contact Information
1 Corporate Way, Lansing, MI, 48951, United States
517-381-5500
www.jackson.com
Market Cap
$7.72B
P/E (TTM)
13.8
14.8
Dividend Yield
2.8%
52W High
$118.18
52W Low
$64.70
52W Range
91%
Rank37Top 34.1%
4.4
F-Score
Modified Piotroski Analysis
Based on 8-year fundamentals
Average • 4.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2018-2025

Financial Dashboard

Q3 2025 Data

Revenue

$1.35B+85.81%
4-Quarter Trend

EPS

$0.93-114.60%
4-Quarter Trend

FCF

$1.37B+0.44%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Adjusted Operating Earnings Growth 9M Adjusted Operating Earnings $1.35B, up $80M versus prior year period, showing core operational strength.
Q3 Net Income Turnaround Q3 Net Income attributable to common shareholders $65M, reversing prior year loss of $(480)M significantly.
Total Assets Increased Total assets grew to $353.6B as of September 30, 2025, up from $338.5B at year-end 2024.
Financing Cash Flow Surges Net cash provided by financing activities reached $2.47B for nine months, significantly up from $423M last year.

Risk Factors

Derivative Net Losses Remain Total net losses on derivatives and investments totaled $(3.74)B for nine months, reflecting market volatility impacts.
Substantial Net Outflows Total net flows showed an outflow of $(8.92)B for nine months, driven by annuity surrenders and withdrawals.
Market Risk Liability Exposure Market risk benefit net liability stands at $(4.79)B, exposing earnings to fair value fluctuations.
Debt Security Credit Risk Unrealized losses on debt securities primarily stem from widening credit spreads since purchase dates.

Outlook

Capital Return Target Confirmed Expecting $700M to $800M capital return for full year 2025, having returned $657M year-to-date.
Share Repurchase Authorization Board authorized $1B increase to repurchase program; $1.1B remains authorized as of October 24, 2025.
Brooke Re Transaction Benefits Brooke Re transaction moderates impact of cash surrender value floor on statutory capital going forward.

Peer Comparison

Revenue (TTM)

Lincoln National CorporationLNC
$19.35B
+55.8%
Arch Capital Group Ltd.ACGL
$19.05B
+17.6%
RenaissanceRe Holdings Ltd.RNR
$12.10B
-4.0%

Gross Margin (Latest Quarter)

Synovus Financial Corp.SNV
96.5%
+38.9pp
Janus Henderson Group plcJHG
70.7%
+1.8pp
Voya Financial, Inc.VOYA
55.6%
-44.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ACGL$33.71B8.218.4%3.4%
EQH$14.00B-20.4-52.7%2.0%
RNR$12.45B7.316.0%4.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
81.7%
Strong Growth
4Q Net Income CAGR
-39.6%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 18, 2026
|
EPS:$5.90
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 4, 2025|
    Revenue: $1.35B+85.8%
    |
    EPS: $0.93-114.6%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 5, 2025|
    Revenue: -$483.00M-138.7%
    |
    EPS: $2.34-32.2%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 7, 2025|
    Revenue: $3.75B-1264.6%
    |
    EPS: $-0.48-104.8%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 26, 2025|
    Revenue: $3.09B-2.3%
    |
    EPS: $11.86+7.9%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 6, 2024|
    Revenue: $726.00M-72.1%
    |
    EPS: $-6.37-118.9%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 7, 2024|
    Revenue: $1.25B+189.3%
    |
    EPS: $3.45-76.3%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 8, 2024|
    Revenue: -$322.00M-57.0%
    |
    EPS: $10.04-155.4%
    Meet
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 28, 2024|
    Revenue: $3.16B-68.0%
    |
    EPS: $10.99-84.8%
    Miss