Jackson Financial Inc.
NYSE•JXN
CEO: Ms. Laura Louene Prieskorn
セクター: Financial Services
業種: Insurance - Life
上場日: 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.
連絡先情報
時価総額
$7.34B
PER (TTM)
269.5
13.7
配当利回り
3.2%
52週高値
$123.61
52週安値
$64.70
52週レンジ
順位37Top 34.1%
4.4
F-Score
改良版 Piotroski 分析
8年ファンダメンタル
堅調 • 4.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2018-2025
財務ダッシュボード
Q4 2025 データ
売上高
$2.09B+0.00%
直近4四半期の推移
EPS
-$3.07+0.00%
直近4四半期の推移
フリーCF
$1.62B+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Sales and AUM Growth Total Sales reached $23.21B USD, marking 17.0% growth; AUM increased to $351.06B USD, reflecting strong market activity.
Adjusted Earnings Improvement Adjusted Operating Earnings rose to $1.61B USD, showing 11.8% improvement over prior year results, driven by operational focus.
Strong Capital Position Statutory RBC ratio remains high at 567% despite slight decrease; Free Cash Flow generated $838M USD for the parent company.
Increased Share Repurchases Increased common share repurchases to $634M USD in 2025, funded by strong capital generation across operating segments.
リスク要因
GAAP Net Income Loss GAAP Net Income attributable to common shareholders was a $(17)M USD loss in 2025, contrasting $902M profit in 2024.
Market Risk Volatility Impact Equity and interest rate volatility causes significant GAAP net income fluctuations via Market Risk Benefit fair value changes.
Distribution Channel Reliance Reliance on third-party distributors faces risks from consolidation and potential adverse contract renegotiations impacting sales access.
Evolving Regulatory Landscape Business faces ongoing scrutiny and potential impact from evolving federal and state cybersecurity and Artificial Intelligence regulations.
見通し
TPG Strategic Partnership Closed Closed TPG partnership in Q1 2026 to expand spread-based product sales via private credit platform integration and investment synergy.
2026 Capital Return Target Expecting $900M USD to $1.1B USD capital return target for common shareholders in fiscal year 2026 through dividends and buybacks.
Free Capital Generation Forecast Expecting free capital generation in 2026 to meet or exceed $1.2B USD under normal market conditions and stable interest rates.
Platform Efficiency Focus Continue leveraging scalable in-house administration platform for efficient growth and maintaining low statutory operating expense ratio.
同業比較
売上高 (TTM)
$19.93B
$18.29B
$12.75B
粗利益率 (最新四半期)
213.5%
96.5%
90.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| ACGL | $34.23B | 7.9 | 19.0% | 4.1% |
| RNR | $12.87B | 4.9 | 24.2% | 4.3% |
| EQH | $11.05B | -8.0 | -152.3% | 2.1% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-17.5%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月6日
EPS:$5.96
|売上高:$1.95B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし