Jackson Financial Inc. (JXN)
NYSE: JXN · Real-Time Price · USD
136.59
-4.04 (-2.87%)
At close: Sep 8, 2026, 4:00 PM EDT
137.06
+0.47 (0.34%)
After-hours: Sep 8, 2026, 7:38 PM EDT

Jackson Financial Statistics

Total Valuation

JXN has a market cap or net worth of $9.25 billion. The enterprise value is $8.99 billion.

Market Cap9.25B
Enterprise Value 8.99B

Important Dates

The last earnings date was Monday, August 3, 2026, after market close.

Earnings Date Aug 3, 2026
Ex-Dividend Date Sep 15, 2026

Share Statistics

JXN has 67.73 million shares outstanding. The number of shares has decreased by -5.22% in one year.

Current Share Class 67.73M
Shares Outstanding 67.73M
Shares Change (YoY) -5.22%
Shares Change (QoQ) +0.79%
Owned by Insiders (%) 1.46%
Owned by Institutions (%) 88.52%
Float 62.00M

Valuation Ratios

The trailing PE ratio is 162.35 and the forward PE ratio is 4.63.

PE Ratio 162.35
Forward PE 4.63
PS Ratio 1.41
Forward PS n/a
PB Ratio 0.99
P/TBV Ratio 0.98
P/FCF Ratio 1.57
P/OCF Ratio 1.57
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

EV / Earnings 152.29
EV / Sales 1.37
EV / EBITDA n/a
EV / EBIT 26.82
EV / FCF 1.53

Financial Position

The company has a current ratio of 1.81, with a Debt / Equity ratio of 0.55.

Current Ratio 1.81
Quick Ratio 0.32
Debt / Equity 0.55
Debt / EBITDA 16.68
Debt / FCF 0.97
Interest Coverage 1.89

Financial Efficiency

Return on equity (ROE) is 1.38% and return on invested capital (ROIC) is 2.15%.

Return on Equity (ROE) 1.38%
Return on Assets (ROA) 0.06%
Return on Invested Capital (ROIC) 2.15%
Return on Capital Employed (ROCE) 0.10%
Weighted Average Cost of Capital (WACC) 8.04%
Revenue Per Employee $1.68M
Profits Per Employee $15,167
Employee Count3,890
Asset Turnover 0.02
Inventory Turnover n/a

Taxes

Income Tax -166.00M
Effective Tax Rate n/a

Stock Price Statistics

The stock price has increased by +43.15% in the last 52 weeks. The beta is 1.32, so JXN's price volatility has been higher than the market average.

Beta (5Y) 1.32
52-Week Price Change +43.15%
50-Day Moving Average 125.30
200-Day Moving Average 112.80
Relative Strength Index (RSI) 59.31
Average Volume (20 Days) 532,282

Short Selling Information

The latest short interest is 3.37 million, so 4.98% of the outstanding shares have been sold short.

Short Interest 3.37M
Short Previous Month 3.82M
Short % of Shares Out 4.98%
Short % of Float 5.44%
Short Ratio (days to cover) 5.63

Income Statement

In the last 12 months, JXN had revenue of $6.55 billion and earned $59.00 million in profits. Earnings per share was $0.84.

Revenue6.55B
Gross Profit 3.20B
Operating Income 335.00M
Pretax Income -21.00M
Net Income 59.00M
EBITDA n/a
EBIT 335.00M
Earnings Per Share (EPS) $0.84
Full Income Statement

Balance Sheet

The company has $5.99 billion in cash and $5.72 billion in debt, with a net cash position of $266.00 million or $3.93 per share.

Cash & Cash Equivalents 5.99B
Total Debt 5.72B
Net Cash 266.00M
Net Cash Per Share $3.93
Equity (Book Value) 10.47B
Book Value Per Share 138.28
Working Capital 15.00B
Full Balance Sheet

Cash Flow

Operating Cash Flow 5.89B
Capital Expenditures n/a
Depreciation & Amortization n/a
Net Borrowing -239.00M
Free Cash Flow 5.89B
FCF Per Share $86.89
Full Cash Flow Statement

Margins

Gross margin is 48.80%, with operating and profit margins of 5.12% and 1.57%.

Gross Margin 48.80%
Operating Margin 5.12%
Pretax Margin -0.32%
Profit Margin 1.57%
EBITDA Margin n/a
EBIT Margin 5.12%
FCF Margin 89.86%

Dividends & Yields

This stock pays an annual dividend of $3.60, which amounts to a dividend yield of 2.64%.

Dividend Per Share $3.60
Dividend Yield 2.64%
Dividend Growth (YoY) 12.90%
Years of Dividend Growth 4
Payout Ratio 427.88%
Buyback Yield 5.22%
Shareholder Yield 7.85%
Earnings Yield 0.64%
FCF Yield 63.61%
Dividend Details

Analyst Forecast

The average price target for JXN is $146.00, which is 6.89% higher than the current price. The consensus rating is "Buy".

Price Target $146.00
Price Target Difference 6.89%
Analyst Consensus Buy
Analyst Count 4
Revenue Growth Forecast (3Y) 10.93%
EPS Growth Forecast (3Y) 19.26%
Stock Forecasts

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