Jackson Financial (JXN)

• Market cap: $6B
• 1 day: -4.32%
• 5 days: -12.32%
• 1 month: -14.62%
• 3 months: -17.38%
• 6 months: -2.05%
• Year to date: -6.92%
• 1 year: 62.33%
• 5 years: 159.78%
• 10 years: 159.78%
• 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 Q4 regulatory filings by fund managers ($100M+ AUM)

68% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 40

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

2.29% more ownership

Funds ownership: 89.73% [Q3] → 92.01% (+2.29%) [Q4]

2% more funds holding

Funds holding: 404 [Q3] → 411 (+7) [Q4]

3% less capital invested

Capital invested by funds: $6.08B [Q3] → $5.92B (-$155M) [Q4]

7% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 155

Research analyst outlook

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

• Low target: $118 44% upside
• Avg. target: $118 44% upside
• High target: $118 44% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Barclays Alex Scott 48% 1-year accuracy 37 / 77 met price target

44% upside $118

Overweight Maintained

20 Feb 2025