JXN · the NYSE · USD · Market cap $9.4B · 3,090 employees
Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States.
FAIL · Does not pass the screen
138.36 USD
At the last full screen 2026-09-10
Screened 2026-09-10 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
Jackson Financial Inc. holds its Accumulation at $138.36. The statistical read favours the sellers, held for 4 days.
As held on the ledger · 2026-09-10
Phase
Accumulation
Quantitative state
The statistical read favours the sellers, held for 4 days
Price at the screen
$138.36
Valuation
152.04 trailing · 4.49 forward price to earnings
Values screen
FAIL· score 30.0
Beta
1.32
The Workings
Five Screens, Shown in Full
Does not pass. Prohibited keyword in sector/industry: insurance
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Prohibited keyword in sector/industry: insurance
Fail
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
Excluded
Below 33%
Interest-bearing cash and securities are of assets, above the one-third limit.
Fail
Receivables
Excluded
Below 49%
Money owed to the company is of assets, above the 49% limit.
Fail
Revenue purity
Excluded
Below 5%
of revenue comes from non-compliant sources, over the 5% line.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-10 screen. The gold marker is the market price at the same screen. A 22.9% margin of safety to the base estimate.
Third-party analyst targets: 4 covering, consensus None. The average target sits +3% from the screen price.
Reading the gap · Our model sees value the Street hasn't fully caught up to yet.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-10 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
Picture retirees in the US handing over savings for annuity promises that must be backed by complex investment portfolios and regulatory capital. Jackson Financial runs exactly that machine across retail, institutional and legacy blocks. We pass because the business sits in insurance, a sector our screen prohibits outright, regardless of the 4.5x forward earnings multiple or the slim margin of safety to our $140 fair value.
Revenue is already falling 23 percent, profit margins sit at minus 6 percent and return on equity is negative 3 percent. Those figures sit far from any durable moat and the opportunity rating is none. Analyst chatter calling it a buy at a $134 median target does not change the ethical red line.
The low multiple may simply reflect peak earnings in a rate-sensitive product line rather than a bargain. Currency, regulation and longevity risk remain live even if the valuation looks compressed. Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
JXN trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 8.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 27%. The street (4 analysts) rates it hold, with a mean price target of $123.
2026-08-03Markup · changed$121.90+12.2%Entry 4
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 12.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 27%. The street (4 analysts) rates it hold, with a mean price target of $123.
2026-07-18Distribution$108.69+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 33%. Our forward projection puts the odds of a 10% gain over the next month near 27%. The street (4 analysts) rates it hold, with a mean price target of $123.
2026-07-03Distribution$108.69+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.
2026-07-02Distribution$108.69Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
