Stock Scorecard
Stock Summary for Jackson Financial Inc - Class A (JXN) - $106.95 as of 5/25/2026 1:25:16 PM EST
Total Score
13 out of 30
Safety Score
56 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for JXN
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for JXN
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for JXN
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for JXN
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for JXN (56 out of 100)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 7 |
| Stock Price Trend (Max of 10) | 10 |
| Book Value (Max of 10) | 10 |
| Book Value to Price (Max of 10) | 8 |
| Analyst Buy Ratings (Max of 5) | 0 |
| Analyst Strong Buy Ratings (Max of 5) | 3 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 6 |
| Price to Earnings (Max of 10) | 0 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | -10 |
Latest News for for JXN
Financial Details for JXN
Company Overview |
|
|---|---|
| Ticker | JXN |
| Company Name | Jackson Financial Inc - Class A |
| Country | N/A |
| Description | Jackson Financial Inc. is a prominent player in the U.S. life insurance and asset management sectors, focusing on innovative retirement solutions that enhance financial security for individuals and families. The company provides a diverse portfolio of fixed and variable annuities as well as life insurance products, expertly tailored to address the evolving needs of retirees and investors in a dynamic financial landscape. Leveraging advanced technology and a robust distribution network, Jackson Financial is well-equipped to capitalize on demographic shifts and the rising demand for effective retirement planning, positioning itself for sustainable growth and a competitive advantage in the market. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | INSURANCE - LIFE |
| Most Recent Quarter | 3/31/2026 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 106.95 |
| Price 4 Years Ago | 29.97 |
| Last Day Price Updated | 5/25/2026 1:25:16 PM EST |
| Last Day Volume | 532,088 |
| Average Daily Volume | 564,891 |
| 52-Week High | 122.55 |
| 52-Week Low | 76.09 |
| Last Price to 52 Week Low | 40.56% |
Valuation Measures |
|
| Trailing PE | N/A |
| Industry PE | 9.48 |
| Sector PE | 17.97 |
| 5-Year Average PE | 7.03 |
| Free Cash Flow Ratio | 1.35 |
| Industry Free Cash Flow Ratio | 6.31 |
| Sector Free Cash Flow Ratio | 40.68 |
| Current Ratio Most Recent Quarter | 4.78 |
| Total Cash Per Share | 79.42 |
| Book Value Per Share Most Recent Quarter | 127.55 |
| Price to Book Ratio | 0.86 |
| Industry Price to Book Ratio | 1.30 |
| Sector Price to Book Ratio | 2.07 |
| Price to Sales Ratio Twelve Trailing Months | 1.29 |
| Industry Price to Sales Ratio Twelve Trailing Months | 1.37 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.88 |
| Analyst Buy Ratings | 0 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 69,743,000 |
| Market Capitalization | 7,459,013,850 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 6/11/2026 |
| Previous Dividend Amount | 0.9000 |
| Current Dividend Amount | 0.9000 |
| Total Years Dividend Increasing | 5 |
| Trailing Annual Dividend Rate | 3.30 |
| Trailing Annual Dividend Yield | 3.05% |
| Forward Annual Dividend Rate | 3.60 |
| Forward Annual Dividend Yield | 3.33% |
| 5-Year Dividend Payments Count | 19 |
| 3-Year Average Dividend Yield | 3.03% |
| 5-Year Average Dividend Yield | 0.00% |
| 1-Year Dividend Growth Rate Percentage | 12.50% |
| 3-Year Dividend Growth Rate Percentage | 6.07% |
| 5-Year Dividend Growth Rate Percentage | 0.00% |
| All-Time Dividend Growth Rate Percentage | 13.30% |
| Dividend Payout Ratio | -55.00% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -31.80% |
| Annual Earnings Growth | -97.15% |
| Reported EPS 12 Trailing Months | -6.00 |
| Reported EPS Past Year | 5.15 |
| Reported EPS Prior Year | 22.74 |
| Net Income Twelve Trailing Months | -373,000,000 |
| Net Income Past Year | 27,000,000 |
| Net Income Prior Year | 946,000,000 |
| Quarterly Revenue Growth YOY | -22.60% |
| 5-Year Revenue Growth | 7.56% |
| Operating Margin Twelve Trailing Months | 44.60% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 5,539,000,000 |
| Total Cash Past Year | 5,704,000,000 |
| Total Cash Prior Year | 3,767,000,000 |
| Net Cash Position Most Recent Quarter | 969,000,000 |
| Net Cash Position Past Year | 3,674,000,000 |
| Long Term Debt Past Year | 2,030,000,000 |
| Long Term Debt Prior Year | 4,377,000,000 |
| Total Debt Most Recent Quarter | 4,570,000,000 |
| Equity to Debt Ratio Past Year | 0.83 |
| Equity to Debt Ratio Most Recent Quarter | 0.68 |
| Total Stockholder Equity Past Year | 9,953,000,000 |
| Total Stockholder Equity Prior Year | 9,764,000,000 |
| Total Stockholder Equity Most Recent Quarter | 9,496,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 5,209,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 74.69 |
| Free Cash Flow Past Year | 5,758,000,000 |
| Free Cash Flow Prior Year | 5,793,000,000 |
Options |
|
| Put/Call Ratio | 1.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.13 |
| MACD Signal | 0.62 |
| 20-Day Bollinger Lower Band | 99.87 |
| 20-Day Bollinger Middle Band | 110.19 |
| 20-Day Bollinger Upper Band | 120.50 |
| Beta | 1.40 |
| RSI | 49.17 |
| 50-Day SMA | 99.85 |
| 150-Day SMA | 76.58 |
| 200-Day SMA | 64.92 |
System |
|
| Modified | 5/23/2026 1:44:02 AM EST |