Jackson Financial (JXN)

• Market cap: $6.52B
• 1 day: 2.26%
• 5 days: -3.68%
• 1 month: -10.41%
• 3 months: -2.02%
• 6 months: 21.65%
• Year to date: 75.05%
• 1 year: 70.72%
• 5 years: 180.70%
• 10 years: 180.70%
• Sector: Financials
• Industry: Life Insurance

About: Jackson Financial Inc helps Americans grow and protect their retirement savings and income to enable them to pursue financial freedom for life. Its retail products offerings comprise annuities, designed to help retail investors save for and live in retirement. Its diverse suite of annuities includes a variable, fixed index, and fixed annuities. It manages the business through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks and Corporate and Other segments.

Employees: 3,840

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

49% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 45

16% more capital invested

Capital invested by funds: $5.19B [Q2] → $6.03B (+$840M) [Q3]

13% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $31.9M

6% more funds holding

Funds holding: 380 [Q2] → 402 (+22) [Q3]

2.59% less ownership

Funds ownership: 91.66% [Q2] → 89.07% (-2.59%) [Q3]

15% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 154

38% less funds holding in top 10

Funds holding in top 10: 8 [Q2] → 5 (-3) [Q3]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $95 8% upside
• Avg. target: $103 17% upside
• High target: $111 26% upside

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

Evercore ISI Group Thomas Gallagher 44% 1-year accuracy 7 / 16 met price target	8% upside $95	Underperform Downgraded	14 Nov 2024
Barclays Alex Scott 56% 1-year accuracy 32 / 57 met price target	26% upside $111	Overweight Maintained	8 Oct 2024