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6Material company update
May 5, 2026·SEC
Material company update
May 5, 2026·SEC
Material company update
Apr 9, 2026·SEC
Jackson Financial Inc.(JXN-PA)Earnings, Financials & Key Ratios
JXN-PA•NYSE•Insurance & Managed Care
$25.50
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 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; and 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, warehouses and regional broker-dealers, and independent registered investment advisors, third-party platforms, and insurance agents. The company was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. Jackson Financial Inc. 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-PA Price & Volume
Jackson Financial Inc. (JXN-PA) stock price & volume — 10-year historical chart
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Accounting Volatility Masks Underlying Cash Flow Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Negative
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Derivative hedging volatility exposure
Key Thesis Takeaways
- Jackson Financial's fundamental outlook is heavily obscured by GAAP accounting noise, where mark-to-market derivative adjustments drive extreme earnings swings, such as the shift from a $795 million profit in 2024Q1 to a $469 million loss in 2024Q3.
- While the firm maintains a resilient capital base with equity fluctuating within a narrow $9.5 billion to $10.7 billion range, investors must look past headline volatility to assess the core cash-generative capacity of the variable annuity business.
- The long-term thesis hinges on the firm's ability to sustain its capital return program, evidenced by consistent quarterly dividends of $60 million to $69 million, despite the inherent risks of its complex hedging strategy.
Verdict Logic
while the 12.5% dividend yield is attractive, the extreme earnings volatility and a P/B ratio of 0.17 suggest that the market remains deeply skeptical of the firm's long-term valuation and hedging efficacy.
JXN-PA Growth Metrics
Jackson Financial Inc. (JXN-PA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years7.56%
3 Years-11.74%
TTM-19.77%
Profit CAGR
10 Years-
5 Years-
3 Years-83.66%
TTM-402.36%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-607.63%
Return on Capital
10 Years0.48%
5 Years0.8%
3 Years0.19%
Last Year-0.03%
JXN-PA Recent Earnings
Jackson Financial Inc. (JXN-PA) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 4/12 qtrs (33%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$5.15-13.6%
$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 6, 2025Metric
Actual
Est
EPS
$1.08-80.2%
$5.45
Rev
$1.3B-28.6%
$1.9B
Q3 2025
Aug 8, 2025Metric
Actual
Est
EPS
$2.49-46.3%
$4.64
Rev
$483M-125.1%
$1.9B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $5.15vs $5.96-13.6% | $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 6, 2025 | $1.08vs $5.45-80.2% | $1.3Bvs $1.9B-28.6% |
| Q3 2025 | Aug 8, 2025 | $2.49vs $4.64-46.3% | $483Mvs $1.9B-125.1% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Jackson Financial Inc. (JXN-PA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $25.50 | $1.79B | -106.25 | 116.14% | 0.4% | 0.27% | 12.44% | |
| $46.98 | $13.23B | -9.73 | -6.21% | -7.26% | -36.74% | — | |
| $39.19 | $7.49B | 6.71 | 1.24% | 9.14% | 16.79% | — | |
| $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-PA vs Peers
Jackson Financial Inc. (JXN-PA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
JXN-PA SEC Filings & Documents
Jackson Financial Inc. (JXN-PA) SEC filings — annual & quarterly reports (10-K, 10-Q)
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JXN-PA Frequently Asked Questions
Jackson Financial Inc. (JXN-PA) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
How fast is Jackson Financial Inc. growing?
Jackson Financial Inc. (JXN-PA) grew revenue by 116.1% over the past year. This is strong growth.
Is JXN-PA profitable?
Jackson Financial Inc. (JXN-PA) reported a net loss of $384.0M for fiscal year 2025.
Dividend & Returns
Does JXN-PA pay dividends?
Yes, Jackson Financial Inc. (JXN-PA) pays a dividend with a yield of 12.44%. This makes it attractive for income-focused investors.
What is JXN-PA's return on equity?
Jackson Financial Inc. (JXN-PA) 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-PA) has a combined ratio of 101.7%. A ratio above 100% means claims and expenses exceed premiums.