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 product offerings are comprised of 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. The company manages its business through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks and Corporate and Other segments. The company generates the majority of its revenue from the Retail Annuities segment, which offers a variety of retirement income and savings products of variable annuities, registered index-linked annuities ("RILA"), fixed index annuities, fixed annuities, and payout annuities.
Employees: 3,970
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
73% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 41
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]
3.35% more ownership
Funds ownership: 89.07% [Q3] → 92.42% (+3.35%) [Q4]
1% less capital invested
Capital invested by funds: $6.03B [Q3] → $5.95B (-$82.1M) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 160
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Barclays Alex Scott 46% 1-year accuracy 43 / 94 met price target | 50%upside $106 | Overweight Maintained | 11 Apr 2025 |
Morgan Stanley Nigel Dally 27% 1-year accuracy 3 / 11 met price target | 22%upside $86 | Equal-Weight Maintained | 10 Apr 2025 |
Keefe, Bruyette & Woods Ryan Krueger 59% 1-year accuracy 13 / 22 met price target | 28%upside $90 | Market Perform Maintained | 9 Apr 2025 |
Financial journalist opinion
Based on 4 articles about JXN published over the past 30 days









