GuruFocus·Jun 29, 2026
Jackson Named InvestmentNews 2026 Annuities Provider of the Year[url="]Jackson National Life Insurance Company[/url] (JacksonÂ), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), has been named the 2026
Jackson Financial Inc.(JXN)Earnings, Financials & Key Ratios
JXN•NYSE•Insurance & Managed Care
$109.28
Price updated Jul 7, 2026
AboutJackson Financial Inc., through its subsidiaries, primarily provides a suite of annuities to retail investors in the United States. The company operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and immediate payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. This segment also provides a block of group payout annuities. The company also offers investment management services. It sells its products through a distribution network that includes independent broker-dealers, banks and other financial institutions, wirehouses and regional broker-dealers, and independent registered investment advisors, third-party platforms, and insurance agents. Jackson Financial Inc. was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. The company was incorporated in 2006 and is headquartered in Lansing, Michigan.Show more
- Revenue$6.68B+116.1%
- Combined Ratio101.71%+51.9%
- Net Income$27M-97.1%
- Return on Equity0.27%-97.1%
- Medical Cost Ratio14.53%-36.0%
- Operating Margin-1.71%-105.2%
- Net Margin0.4%-98.7%
- ROA0.01%-97.2%
- Equity / Assets2.93%-0.5%
JXN Price & Volume
Jackson Financial Inc. (JXN) stock price & volume — 10-year historical chart
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Accounting Volatility Masks Stable Cash Flow Generation
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Stable
Primary Risk:Variable Annuity Hedging Volatility
Key Thesis Takeaways
- Jackson Financial's fundamental outlook is defined by a persistent divergence between GAAP earnings volatility and consistent operational cash generation.
- While the firm's reliance on complex variable annuity hedging creates significant mark-to-market noise, as evidenced by the $424 million net loss in 2026Q1, the underlying business maintains a stable liquidity profile.
- Investors should monitor the firm's ability to sustain its capital return program, which includes consistent quarterly buybacks often exceeding $100 million, against the backdrop of a $318.9 billion liability base.
Verdict Logic
while the forward P/E of 4.70 suggests potential undervaluation, the extreme GAAP earnings volatility and the $318.9 billion liability burden warrant a cautious approach until hedging impacts stabilize.
JXN Growth Metrics
Jackson Financial Inc. (JXN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years7.56%
3 Years-11.74%
TTM-18.29%
Profit CAGR
10 Years-
5 Years-
3 Years-83.66%
TTM-393.7%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-595.08%
Return on Capital
10 Years0.47%
5 Years0.8%
3 Years0.19%
Last Year-0.03%
JXN Recent Earnings
Jackson Financial Inc. (JXN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$5.94-0.3%
$5.96
Rev
$2.9B+49.8%
$1.9B
Q1 2026
Feb 18, 2026Metric
Actual
Est
EPS
$6.61+12.8%
$5.86
Rev
$2.0B+3.5%
$1.9B
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$6.16+20.8%
$5.10
Rev
$1.3B-29.8%
$1.9B
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$4.87+5.6%
$4.61
Rev
$483M-125.8%
$1.9B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $5.94vs $5.96-0.3% | $2.9Bvs $1.9B+49.8% |
| Q1 2026 | Feb 18, 2026 | $6.61vs $5.86+12.8% | $2.0Bvs $1.9B+3.5% |
| Q4 2025 | Nov 4, 2025 | $6.16vs $5.10+20.8% | $1.3Bvs $1.9B-29.8% |
| Q3 2025 | Aug 5, 2025 | $4.87vs $4.61+5.6% | $483Mvs $1.9B-125.8% |
Based on last 12 quarters of dataView full earnings history →
Latest JXN News
Recent stock market news and headlines for Jackson Financial Inc. (JXN)
Business Wire·Jun 29, 2026
Jackson Named InvestmentNews 2026 Annuities Provider of the YearLANSING, Mich.--(BUSINESS WIRE)--Jackson National Life Insurance Company (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), has been named the 2026 Annuities Provider of the Year by InvestmentNews. The award recognizes the annuity provider or insurance carrier that has displayed leadership in delivering value to financial professionals and their clients in product innovation, education, service excellence and operational effectiveness.“Jackson is honored to be reco.
GuruFocus·Jun 16, 2026
Jackson Grants More Than $675,000 to Support Nonprofits Serving Lansing, Nashville and Chicago[url="]Jackson Financial Inc.[/url]1 (NYSE: JXN) (JacksonÂ) today announced it has awarded more than $675,000 to nonprofits serving the communities where Jack
Business Wire·Jun 16, 2026
Jackson Grants More Than $675,000 to Support Nonprofits Serving Lansing, Nashville and ChicagoLANSING, Mich.--(BUSINESS WIRE)--Jackson Financial Inc.1 (NYSE: JXN) (Jackson®) today announced it has awarded more than $675,000 to nonprofits serving the communities where Jackson has offices: Lansing, Michigan; Nashville, Tennessee; and Chicago, Illinois. The 33 grants will support the essential work of nonprofit organizations in each location, including programs focused on enhancing access to food, health and housing; reducing food insecurity through a unique grocery store experience; and d.
Peers Comparison
Key metrics vs top competitors for Jackson Financial Inc. (JXN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $109.28 | $7.62B | -455.33 | 116.14% | 0.4% | 0.27% | 2.9% | |
| $39.19 | $7.49B | 6.71 | 1.24% | 9.14% | 16.79% | — | |
| $46.98 | $13.23B | -9.73 | -6.21% | -7.26% | -36.74% | — | |
| $115.47 | $40.16B | 11.30 | -14.01% | 5.62% | 10.26% | — | |
| $91.67 | $59.77B | 19.10 | 10.22% | 4.7% | 12.72% | — | |
| $112.88 | $24.38B | 21.50 | -3.11% | 10.03% | 12.72% | — |
Compare JXN vs Peers
Jackson Financial Inc. (JXN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
JXN SEC Filings & Documents
Jackson Financial Inc. (JXN) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 5, 2026·SEC
Material company update
May 5, 2026·SEC
Material company update
Apr 9, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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JXN Frequently Asked Questions
Jackson Financial Inc. (JXN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
How fast is Jackson Financial Inc. growing?
Jackson Financial Inc. (JXN) grew revenue by 116.1% over the past year. This is strong growth.
Is JXN profitable?
Jackson Financial Inc. (JXN) reported a net loss of $373.0M for fiscal year 2025.
Dividend & Returns
Does JXN pay dividends?
Yes, Jackson Financial Inc. (JXN) pays a dividend with a yield of 2.90%. This makes it attractive for income-focused investors.
What is JXN's return on equity?
Jackson Financial Inc. (JXN) has a return on equity (ROE) of 0.3%. This is below average, suggesting room for improvement.
Industry Metrics
What is Jackson Financial Inc.'s combined ratio?
Jackson Financial Inc. (JXN) has a combined ratio of 101.7%. A ratio above 100% means claims and expenses exceed premiums.