Jackson Financial
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)
68% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 40
16% more capital invested
Capital invested by funds: $5.23B [Q2] → $6.07B (+$847M) [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]
2.6% less ownership
Funds ownership: 92.32% [Q2] → 89.72% (-2.6%) [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
2 analyst ratings
Barclays Alex Scott 56% 1-year accuracy 38 / 68 met price target | 25%upside $116 | Overweight Maintained | 6 Jan 2025 |
Evercore ISI Group Thomas Gallagher 60% 1-year accuracy 9 / 15 met price target | 3%upside $95 | Underperform Downgraded | 14 Nov 2024 |
Financial journalist opinion
Based on 5 articles about JXN published over the past 30 days
