Is Jackson Financial Inc. (JXN) Overvalued?
We dive into why Jackson Financial Inc. (JXN) could be considered overvalued on 2026-07-24, based on AAII’s Value Score and Grade.Tudor Pop
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COMPANY SUMMARY
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.
Commentary & Analysis
Why Jackson Financial Inc.’s (JXN) Stock Is Down 5.47%
As of Thursday, July 23, Jackson Financial Inc.’s JXN share price has dipped by 5.47%, which has investors questioning if this is right time to buy.Rosalio Madrigal
3 Undervalued Financial Services Stocks for Wednesday, July 15
Discover the top 3 undervalued Financial Services stocks for Wednesday, July 15 based on AAII’s Stock Grades.Tudor Pop
Why Jackson Financial Inc.’s (JXN) Stock Is Up 10.15%
As of Friday, July 10, Jackson Financial Inc.’s JXN share price has surged by 10.15%, which has investors questioning if this is right time to sell.Cynthia McLaughlin
Why Jackson Financial Inc.’s (JXN) Stock Is Up 5.19%
As of Monday, July 06, Jackson Financial Inc.’s JXN share price has surged by 5.19%, which has investors questioning if this is right time to sell.Jenna Brashear
Financial Summary
| Share Statistics | JXN | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $8,528.2 | $2,409.3 | 75% |
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| Shares Out (Mil) | 69.7 | 72.0 | 55% |
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| Institutional Ownership | 98.4% | 86.6% | 79% |
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| Float (Mil) | 64.0 | 61.7 | 53% |
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| Beta | 1.33 | 0.93 | 77% |
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| Avg Daily Volume (000s) | 538 | 441 | 60% |
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| Price Change (52-week) |
42.2% | 76.1% | 76% |
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| Growth | JXN | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 13.8% | 10.9% | 70% |
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| Net Income (5yr) | 15.1% | 8.2% | 63% |
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| EPS (5yr) | 60.2% | 11.4% | 96 |
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| Dividends (5yr) | 0.0% | 0.0% | 95% |
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| Cash Flow (5yr) | 85.6% | (15.0%) | 98% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 4 | 4 | 4 | |
| Current EPS | $5.757 | $23.662 | $28.024 | |
| Month Ago EPS | $5.584 | $22.957 | $25.898 | |
| # Rev Up | 0 | 0 | 1 | |
| # Rev Down | 2 | 1 | 0 | |
| Three Months Ago EPS | $5.348 | $23.597 | $26.038 | |
| Year/Year Chg | (192.3%) | (9,959%) | (12,829%) | |
| Financials | JXN | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $5,910 | $1,233 | 77% |
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| Net Income (TTM) (Mil) | ($373) | $73 | 4% |
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| EPS (TTM) | ($5.953) | $0.700 | 7% |
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| Operating Cash Flow (TTM) (Mil) | $5,209 | $165 | 95% |
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| Net Cash Flow (TTM) (Mil) | $1,652 | $22 | 97% |
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| Long-Term Debt (Q1) (Mil) | $4,570 | $696 | 85% |
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| Enterprise Value (Q1) (Mil) | $8,616 | $3,560 | 71% |
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| Valuation | JXN | Industry Median |
Percentile (All Stocks) |
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| P/B | 0.96 | 1.44 | 22% |
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| P/E | na | 15.1 | na |
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| Dividend Yield | 2.9% | 0.0% | 84% |
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| PEG (5yr hist) | na | 1.0 | na |
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| Ratios | JXN | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 43.4% | 60.7% | 54% |
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| Net Margin | (6.3%) | 7.0% | 24% |
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| ROA | (0.1%) | 1.1% | 38% |
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| ROE | (4.0%) | 11.5% | 32% |
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| Liabilities to Assets | 97.1% | 75.2% | 93% |
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| F-Score | 4 | 5 | 34% |
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Jackson Financial Inc. did not pass any screens on 7/31/2026.
