Jackson Financial (JXN)

• Market cap: $6.08B
• 1 day: -0.04%
• 5 days: -6.08%
• 1 month: -5.44%
• 3 months: -4.58%
• 6 months: -7.20%
• Year to date: -4.58%
• 1 year: 26.61%
• 5 years: 166.30%
• 10 years: 166.30%
• Sector: Financials
• Industry: Life Insurance

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

20% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 6 (+1) [Q4]

19% more call options, than puts

Call options by funds: $39.4M | Put options by funds: $33.2M

6% more funds holding

Funds holding: 404 [Q3] → 427 (+23) [Q4]

2.77% more ownership

Funds ownership: 89.72% [Q3] → 92.48% (+2.77%) [Q4]

2% less capital invested

Capital invested by funds: $6.08B [Q3] → $5.95B (-$124M) [Q4]

9% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 161

Research analyst outlook

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

• Low target: $105 25% upside
• Avg. target: $112 33% upside
• High target: $118 41% upside

2 analyst ratings

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

Keefe, Bruyette & Woods Ryan Krueger 67% 1-year accuracy 14 / 21 met price target	25% upside $105	Market Perform Maintained	28 Feb 2025
Barclays Alex Scott 49% 1-year accuracy 39 / 79 met price target	41% upside $118	Overweight Maintained	20 Feb 2025