JXN
Jackson Financial Inc.
Financial Services · Insurance - Life · NYQ
$107.86
Data: 2026-05-28
✗ ETHICAL FAIL

Unknown MOAT
HIGH
Data Confidence: 85.7%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$7.2B
Total market value of the company
4.01
Based on estimated future earnings — lower means cheaper
Rev Growth
-22.6%
Year-over-year revenue change
Profit Margin
-6.3%
How much profit the company keeps from each dollar of revenue
-3.2%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$121.50
+13% from current price — median analyst estimate
Recommendation
HOLD
Consensus view from 4 analysts covering this stock
About Jackson Financial Inc.

Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. It 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 backed by commercial paper; 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. The company also provides 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.

https://www.jackson.com

Country: United States Employees: 3,090 Industry: Insurance - Life
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
FAIL
Core business does not involve prohibited activities
Debt Ratio
0.0% N/A
Debt must be below 33% of total assets
Cash Ratio
0.0% N/A
Interest-bearing cash below 33% of assets
Receivables
0.0% N/A
Receivables below 49% of assets
Revenue Purity
0.0% N/A
Non-compliant revenue below 5% — any excess requires purification
Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

DISTRIBUTION
Smart money appears to be selling into strength — caution
0.680
Good returns relative to risk taken
0.0628
Suggested allocation is meaningful — the edge justifies a position
0.565
Acceptable balance between returns and drawdown risk
Annual Return
21.0%
Historical annualised return based on price data
-37.1%
Largest peak-to-trough decline — the worst it has been
BEAR
Statistical model detects bearish conditions
Days in State
4
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

1.40
Moves slightly more than the broader market
52W High
$123.61
13% below the year high
52W Low
$80.25
34% above the year low
Avg Volume
596,018
Average daily shares traded — higher means easier to buy and sell
6.8
Days it would take all short sellers to cover — higher means more crowded
Short % Float
5.7%
Moderate short interest
346.0%
Annual dividend as a percentage of the share price
$-6.00
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

51.26
Heavy leverage — higher financial risk if revenues decline
1.67
Healthy liquidity position
Quick Ratio
0.28
Like current ratio but excludes inventory — stricter test
Gross Margin
43.4%
Revenue left after cost of goods — higher means pricing power
Operating Margin
44.6%
Profit from core operations before interest and tax
$538M
Positive — the business generates more cash than it spends
Revenue (TTM)
$5.9B
Total revenue over the last 12 months
Net Income
$-417,000,000
Loss-making — spending exceeds revenue after all costs
Analyst Coverage
Analysts
4
Target High
$136.00
Target Median
$121.50
Target Low
$114.00
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-28

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