
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
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
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)
$19.35B
ACGL$19.05B
$12.10B
Gross Margin (Latest Quarter)
96.5%
70.7%
VOYA55.6%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| ACGL | $33.71B | 8.2 | 18.4% | 3.4% |
| EQH | $14.00B | -20.4 | -52.7% | 2.0% |
| RNR | $12.45B | 7.3 | 16.0% | 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%MissForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Aug 5, 2025|Revenue: -$483.00M-138.7%|EPS: $2.34-32.2%MissForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: May 7, 2025|Revenue: $3.75B-1264.6%|EPS: $-0.48-104.8%MissForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 26, 2025|Revenue: $3.09B-2.3%|EPS: $11.86+7.9%BeatForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Nov 6, 2024|Revenue: $726.00M-72.1%|EPS: $-6.37-118.9%MissForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Aug 7, 2024|Revenue: $1.25B+189.3%|EPS: $3.45-76.3%MissForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: May 8, 2024|Revenue: -$322.00M-57.0%|EPS: $10.04-155.4%MeetForm 10-K - FY 2023
Period End: Dec 31, 2023|Filed: Feb 28, 2024|Revenue: $3.16B-68.0%|EPS: $10.99-84.8%Miss