Jackson Financial Stock Performance
| JXN Stock | USD 88.03 0.00 0.00% |
On a scale of 0 to 100, Jackson Financial holds a performance score of 13. The company retains a Market Volatility (i.e., Beta) of 1.54, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Jackson Financial will likely underperform. Please check Jackson Financial's maximum drawdown, and the relationship between the information ratio and expected short fall , to make a quick decision on whether Jackson Financial's current trending patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Jackson Financial are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of very inconsistent basic indicators, Jackson Financial displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Forward Dividend Yield 0.036 | Payout Ratio 0.1525 | Forward Dividend Rate 3.2 | Dividend Date 2025-06-26 | Ex Dividend Date 2025-06-12 |
1 | Jackson Financial Stock Sinks As Market Gains Heres Why | 05/01/2025 |
2 | Decoding Jackson Financial Inc A Strategic SWOT Insight | 05/08/2025 |
3 | Jackson Financial Price Target Increased by Morgan Stanley JXN Stock News | 05/19/2025 |
4 | Kera Capital Partners Inc. Has 3.48 Million Stock Position in Jackson Financial Inc. - MarketBeat | 06/02/2025 |
5 | Jackson Awards 900,000 in Grants to Nonprofits Across Lansing, Nashville and Chicago | 06/11/2025 |
6 | How Is The Market Feeling About Jackson Finl | 06/12/2025 |
7 | Jackson Names Lin Sun Chief Actuary | 06/16/2025 |
8 | Vicus Capital Invests 224,000 in Jackson Financial Inc. | 06/18/2025 |
9 | Advisor Resource Council Makes New 339,000 Investment in Jackson Financial Inc. - MarketBeat | 06/23/2025 |
| Jackson Financial dividend paid on 26th of June 2025 | 06/26/2025 |
10 | Jackson to Report Second Quarter 2025 Financial Results on August 6 JXN Stock News | 07/02/2025 |
| Begin Period Cash Flow | 2.7 B |
Jackson Financial Relative Risk vs. Return Landscape
If you would invest 6,988 in Jackson Financial on April 8, 2025 and sell it today you would earn a total of 1,815 from holding Jackson Financial or generate 25.97% return on investment over 90 days. Jackson Financial is generating 0.4019% of daily returns assuming volatility of 2.4257% on return distribution over 90 days investment horizon. In other words, 21% of stocks are less volatile than Jackson, and above 92% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Jackson Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jackson Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Jackson Financial, and traders can use it to determine the average amount a Jackson Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1657
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Estimated Market Risk
| 2.43 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.4 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Jackson Financial is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Jackson Financial by adding it to a well-diversified portfolio.
Jackson Financial Fundamentals Growth
Jackson Stock prices reflect investors' perceptions of the future prospects and financial health of Jackson Financial, and Jackson Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Jackson Stock performance.
| Return On Equity | 0.0149 | ||||
| Return On Asset | 0.0027 | ||||
| Profit Margin | 0.02 % | ||||
| Operating Margin | 0.60 % | ||||
| Current Valuation | 8.37 B | ||||
| Shares Outstanding | 71.44 M | ||||
| Price To Earning | 1.34 X | ||||
| Price To Book | 0.65 X | ||||
| Price To Sales | 0.86 X | ||||
| Revenue | 3.09 B | ||||
| Gross Profit | 4.25 B | ||||
| EBITDA | 1.02 B | ||||
| Net Income | 976 M | ||||
| Cash And Equivalents | 4.3 B | ||||
| Cash Per Share | 63.53 X | ||||
| Total Debt | 4.38 B | ||||
| Debt To Equity | 0.26 % | ||||
| Book Value Per Share | 135.90 X | ||||
| Cash Flow From Operations | 5.79 B | ||||
| Earnings Per Share | 1.32 X | ||||
| Total Asset | 338.45 B | ||||
| Retained Earnings | 7.71 B | ||||
About Jackson Financial Performance
By examining Jackson Financial's fundamental ratios, stakeholders can obtain critical insights into Jackson Financial's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Jackson Financial is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Jackson Financial Inc., through its subsidiaries, primarily provides a suite of annuities to retail investors in the United States. The company was incorporated in 2006 and is headquartered in Lansing, Michigan. Jackson Financial operates under InsuranceLife classification in the United States and is traded on New York Stock Exchange. It employs 2800 people.Things to note about Jackson Financial performance evaluation
Checking the ongoing alerts about Jackson Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Jackson Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jackson Financial has a poor financial position based on the latest SEC disclosures | |
| Over 96.0% of the company shares are owned by institutional investors | |
| On 26th of June 2025 Jackson Financial paid $ 0.8 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Jackson to Report Second Quarter 2025 Financial Results on August 6 JXN Stock News |
- Analyzing Jackson Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jackson Financial's stock is overvalued or undervalued compared to its peers.
- Examining Jackson Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Jackson Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jackson Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Jackson Financial's stock. These opinions can provide insight into Jackson Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jackson Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest. To learn how to invest in Jackson Stock, please use our How to Invest in Jackson Financial guide.You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Is Diversified Financial Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Jackson Financial. If investors know Jackson will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Jackson Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.76) | Dividend Share 2.9 | Earnings Share 1.32 | Revenue Per Share 99.089 | Quarterly Revenue Growth (0.72) |
The market value of Jackson Financial is measured differently than its book value, which is the value of Jackson that is recorded on the company's balance sheet. Investors also form their own opinion of Jackson Financial's value that differs from its market value or its book value, called intrinsic value, which is Jackson Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Jackson Financial's market value can be influenced by many factors that don't directly affect Jackson Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Jackson Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jackson Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jackson Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.