JXN
Jackson Financial Inc.
Financial Services · Insurance - Life · NYQ
$103.91
Close 2026-05-28
✗ ETHICAL FAIL

UNKNOWN MOAT
HIGH
Data Confidence: 86%
Full financial profile available
Market Cap
$7.2B
Trailing P/E
Forward P/E
4.01
Rev Growth
-22.6%
Profit Margin
-6.3%
ROE
-3.2%
Analyst Target
$121.50
Recommendation
HOLD
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.

Ethical Screen
Business ActivityFAIL
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue RatioN/A
OverallFAIL
Score Ethical: 50.0
Score Valuation: 78.5
Score Quality: 15.0
Score Combined: 41.4

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

Unlock with Membership
Opportunity Scores
Valuation85.0
Quality0.0
Cash Flow92.7
Moat40.0
Balance Sheet0.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: BRONZE · Score: 44.4 · Rank: #3264
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$7.6B
Price/Book
0.73
Beta
1.398
Analysts
4
Total Revenue (TTM)
$5.9B
Total Debt
$5.1B
Dividend Yield
346.0%
Rec. Mean
2.75
Short Ratio
6.82
Short % Float
0.1%
Employees
3,090

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

Upgrade to Elite
Trade Consideration
The Opportunity
Score 41.4 (P48 — top 52.3% of scored tickers). Unknown Moat. Ethical FAIL. 4 analysts at Hold.
Price: $103.91 | Target: $123.25 (+19%)
Score
41
Moat
Unknown
Conviction
Standard
Upside
+19%
The Fundamentals
Revenue Growth-22.6%
Profit Margin-6.3%
ROE-3.2%
Forward P/E4.0
Market Cap$7.2B
Position Sizing Scenarios
Stop: $88.32 (-15%) | Entry: $103.91
SharesCostProfit to TargetR:R
To Consensus ($123.25, 4 analysts)
10$1,039.10+$193.40 (19%)1.2R
50$5,195.50+$967.00 (19%)1.2R
100$10,391.00+$1,934.00 (19%)1.2R
Risk Factors
  • Elevated short interest (6.82 days to cover)
The Verdict
Jackson Financial Inc. holds a unknown competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

D
Quant Score
38.3
Risk Grade
LOW_RISK
Layers
7
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-4.3%
worst expected daily loss, 19 in 20 days
CVaR 95%
-6.3%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.59
above 1.0 is good
Max Drawdown
-37.1%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
75
Liquidity Grade
LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
BELOW_LOWER
Beta
Relative Volume
1.5x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
XLF0.743
LNC0.734
MET0.719
PRU0.716
CFG0.711
Inverse Correlated
TickerCorrelation
SUNC-0.199
LPTVQ-0.198
BAES.L-0.158
IPG.KW-0.154
SUKOON.AE-0.150
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Thursday
Best Month
Jan
Worst Month
Feb
Fri-Mon Effect
-0.2507102085190874
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-11.0%
3M Return
-11.3%
6M Return
+10.4%
12M Return
+26.3%
Momentum Rank
#3155
Momentum Signal
FLAT

Get our daily market read free. Join thousands of traders.

Free Explorer Access