Jackson Financial Inc. (JXN)
NYSE: JXN · IEX Real-Time Price · USD
82.29
+0.14 (0.17%)
At close: Jul 19, 2024, 4:00 PM
12.51
-69.78 (-84.80%)
After-hours: Jul 20, 2024, 1:23 PM EDT

Jackson Financial Statistics

Total Valuation

JXN has a market cap or net worth of $6.28 billion. The enterprise value is $9.65 billion.

Market Cap 6.28B
Enterprise Value 9.65B

Important Dates

The next confirmed earnings date is Wednesday, August 7, 2024, after market close.

Earnings Date Aug 7, 2024
Ex-Dividend Date Jun 6, 2024

Share Statistics

JXN has 76.26 million shares outstanding. The number of shares has decreased by -5.92% in one year.

Shares Outstanding 76.26M
Shares Change (YoY) -5.92%
Shares Change (QoQ) -2.63%
Owned by Insiders (%) 1.35%
Owned by Institutions (%) 94.34%
Float 74.75M

Valuation Ratios

The trailing PE ratio is 2.11 and the forward PE ratio is 4.64.

PE Ratio 2.11
Forward PE 4.64
PS Ratio 1.75
Forward PS 0.91
PB Ratio 0.62
P/FCF Ratio 1.19
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 2.38, with an EV/FCF ratio of 1.83.

EV / Earnings 3.04
EV / Sales 2.69
EV / EBITDA 2.38
EV / EBIT 2.38
EV / FCF 1.83

Financial Position

Current Ratio n/a
Quick Ratio n/a
Debt / Equity 0.58
Debt / EBITDA 1.46
Debt / FCF 1.12
Interest Coverage 24.29

Financial Efficiency

Return on equity (ROE) is 33.10% and return on invested capital (ROIC) is 21.04%.

Return on Equity (ROE) 33.10%
Return on Assets (ROA) 1.00%
Return on Capital (ROIC) 21.04%
Revenue Per Employee $933,854
Profits Per Employee $828,125
Employee Count 3,840
Asset Turnover 0.01
Inventory Turnover n/a

Taxes

In the past 12 months, JXN has paid $663.00 million in taxes.

Income Tax 663.00M
Effective Tax Rate 17.25%

Stock Price Statistics

The stock price has increased by +143.32% in the last 52 weeks. The beta is 1.51, so JXN's price volatility has been higher than the market average.

Beta (5Y) 1.51
52-Week Price Change +143.32%
50-Day Moving Average 75.47
200-Day Moving Average 58.19
Relative Strength Index (RSI) 70.74
Average Volume (20 Days) 756,880

Short Selling Information

The latest short interest is 3.29 million, so 4.32% of the outstanding shares have been sold short.

Short Interest 3.29M
Short Previous Month 3.31M
Short % of Shares Out 4.32%
Short % of Float 4.40%
Short Ratio (days to cover) 4.53

Income Statement

In the last 12 months, JXN had revenue of $3.59 billion and earned $3.18 billion in profits. Earnings per share was $39.06.

Revenue 3.59B
Gross Profit 7.84B
Operating Income 4.08B
Pretax Income 3.89B
Net Income 3.18B
EBITDA 4.06B
EBIT 4.06B
Earnings Per Share (EPS) $39.06
Full Income Statement

Balance Sheet

The company has $2.54 billion in cash and $5.92 billion in debt, giving a net cash position of -$3.38 billion or -$44.31 per share.

Cash & Cash Equivalents 2.54B
Total Debt 5.92B
Net Cash -3.38B
Net Cash Per Share -$44.31
Equity (Book Value) 10.17B
Book Value Per Share 133.34
Working Capital n/a
Full Balance Sheet

Cash Flow

Operating Cash Flow 5.28B
Capital Expenditures n/a
Free Cash Flow 5.28B
FCF Per Share $68.14
Full Cash Flow Statement

Margins

Gross margin is 218.54%, with operating and profit margins of 113.83% and 88.68%.

Gross Margin 218.54%
Operating Margin 113.83%
Pretax Margin 108.45%
Profit Margin 88.68%
EBITDA Margin 113.11%
EBIT Margin 113.11%
FCF Margin 147.10%

Dividends & Yields

This stock pays an annual dividend of $2.80, which amounts to a dividend yield of 3.40%.

Dividend Per Share $2.80
Dividend Yield 3.40%
Dividend Growth (YoY) 12.82%
Years of Dividend Growth 3
Payout Ratio 7.17%
Buyback Yield 5.92%
Shareholder Yield 9.32%
Earnings Yield 50.67%
FCF Yield 84.05%
Dividend Details

Analyst Forecast

The average price target for JXN is $70.80, which is -13.96% lower than the current price. The consensus rating is "Hold".

Price Target $70.80
Price Target Difference -13.96%
Analyst Consensus Hold
Analyst Count 5
Revenue Growth Forecast (5Y) 22.83%
EPS Growth Forecast (5Y) 17.05%
Stock Forecasts

Stock Splits

This stock does not have any record of stock splits.

Last Split Date n/a
Split Type n/a
Split Ratio n/a

Scores

Altman Z-Score n/a
Piotroski F-Score 6