Jackson Financial Inc. (JXN)

Total Valuation

JXN has a market cap or net worth of $6.40 billion. The enterprise value is $8.00 billion.

Market Cap	6.40B
Enterprise Value	8.00B

Important Dates

The next estimated earnings date is Wednesday, August 6, 2025, after market close.

Earnings Date	Aug 6, 2025
Ex-Dividend Date	Jun 12, 2025

Share Statistics

JXN has 71.44 million shares outstanding. The number of shares has decreased by -8.68% in one year.

Current Share Class	71.44M
Shares Outstanding	71.44M
Shares Change (YoY)	-8.68%
Shares Change (QoQ)	-2.21%
Owned by Insiders (%)	1.37%
Owned by Institutions (%)	93.98%
Float	70.42M

Valuation Ratios

The trailing PE ratio is 81.46 and the forward PE ratio is 4.56.

PE Ratio	81.46
Forward PE	4.56
PS Ratio	0.89
Forward PS	0.89
PB Ratio	0.65
P/TBV Ratio	0.66
P/FCF Ratio	n/a
P/OCF Ratio	1.08
PEG Ratio	n/a

Enterprise Valuation

EV / Earnings	96.34
EV / Sales	1.08
EV / EBITDA	n/a
EV / EBIT	5.56
EV / FCF	n/a

Financial Position

The company has a current ratio of 1.52, with a Debt / Equity ratio of 0.52.

Current Ratio	1.52
Quick Ratio	0.18
Debt / Equity	0.52
Debt / EBITDA	3.78
Debt / FCF	n/a
Interest Coverage	7.98

Financial Efficiency

Return on equity (ROE) is 1.49% and return on invested capital (ROIC) is 5.53%.

Return on Equity (ROE)	1.49%
Return on Assets (ROA)	0.27%
Return on Invested Capital (ROIC)	5.53%
Return on Capital Employed (ROCE)	0.47%
Revenue Per Employee	$1.87M
Profits Per Employee	$20,907
Employee Count	3,970
Asset Turnover	0.02
Inventory Turnover	n/a

Taxes

Income Tax	-54.00M
Effective Tax Rate	n/a

Stock Price Statistics

The stock price has increased by +22.50% in the last 52 weeks. The beta is 1.48, so JXN's price volatility has been higher than the market average.

Beta (5Y)	1.48
52-Week Price Change	+22.50%
50-Day Moving Average	82.14
200-Day Moving Average	89.10
Relative Strength Index (RSI)	65.42
Average Volume (20 Days)	757,249

Short Selling Information

The latest short interest is 3.66 million, so 5.13% of the outstanding shares have been sold short.

Short Interest	3.66M
Short Previous Month	2.80M
Short % of Shares Out	5.13%
Short % of Float	5.20%
Short Ratio (days to cover)	5.34

Income Statement

In the last 12 months, JXN had revenue of $7.42 billion and earned $83.00 million in profits. Earnings per share was $1.09.

Revenue	7.42B
Gross Profit	4.25B
Operating Income	1.44B
Pretax Income	2.74B
Net Income	83.00M
EBITDA	n/a
EBIT	1.44B
Earnings Per Share (EPS)	$1.09

Balance Sheet

The company has $3.99 billion in cash and $5.47 billion in debt, giving a net cash position of -$1.58 billion or -$22.12 per share.

Cash & Cash Equivalents	3.99B
Total Debt	5.47B
Net Cash	-1.58B
Net Cash Per Share	-$22.12
Equity (Book Value)	10.53B
Book Value Per Share	135.90
Working Capital	11.47B

Cash Flow

Operating Cash Flow	5.96B
Capital Expenditures	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Margins

Gross margin is 57.32%, with operating and profit margins of 19.36% and 1.71%.

Gross Margin	57.32%
Operating Margin	19.36%
Pretax Margin	1.37%
Profit Margin	1.71%
EBITDA Margin	n/a
EBIT Margin	19.36%
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of $3.20, which amounts to a dividend yield of 3.59%.

Dividend Per Share	$3.20
Dividend Yield	3.59%
Dividend Growth (YoY)	13.64%
Years of Dividend Growth	4
Payout Ratio	274.27%
Buyback Yield	8.68%
Shareholder Yield	12.24%
Earnings Yield	1.29%
FCF Yield	n/a

Analyst Forecast

The average price target for JXN is $94.80, which is 5.82% higher than the current price. The consensus rating is "Hold".

Price Target	$94.80
Price Target Difference	5.82%
Analyst Consensus	Hold
Analyst Count	5
Revenue Growth Forecast (5Y)	23.46%
EPS Growth Forecast (5Y)	20.37%

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

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