JACKSON FINANCIAL INC CLASS A (JXN)
Financials · Life & Health Insurance · NYSE
Jackson Financial is a retirement solutions company focused on helping Americans grow and protect their wealth through a comprehensive suite of annuity products.
What JACKSON FINANCIAL INC CLASS A does
Jackson Financial Inc. is a leading provider of annuity products in the United States, specializing in retail variable annuities, fixed index annuities, and fixed annuities. The company helps individuals plan for retirement by providing investment solutions and protection products that offer accumulation and income opportunities. Its business is supported by a large asset management portfolio and extensive distribution networks.
Themes: retirement planning, annuities / insurance solutions, long-term savings, wealth management
Fundamentals
- Price$129.88 as of 2026-08-21 close
- Market cap$8.8B as of 2026-08-21
- 1-year return+36.1% 2025-08-21 close $95.44 → 2026-08-21 close $129.88
- P/E88.36 as of 2026-08-24
- Net margin+1.6% as of 2026-08-24
- ROE+1.0% as of 2026-08-24
- Debt / equity0.28 as of 2026-08-24
- Revenue growth (YoY)+10.2% as of 2026-08-24
- Revenue CAGR (3y)-12.1% SEC XBRL
- Beta1.34 as of 2026-08-24
- Last reported earnings2026-08-03 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +5.3%; at least 1 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How JXN compares in its sector
- price-to-earnings ratiotop 10% 525 covered Financials peers, as of 2026-08-24
- net profit marginbottom 25% 538 covered Financials peers, as of 2026-08-24
- operating marginbottom 10% 534 covered Financials peers, as of 2026-08-24
- return on equitybottom 25% 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRbottom 10% 347 covered Financials peers
- indicated dividend yieldtop 25% 453 covered Financials peers, as of 2026-08-24
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
JXN is not currently in any published Top 10 list. Its scores are below.
Long-term score
45.9 #654 of 987 scored · #174 of 191 in Financials
Financial health 88th (free cash flow margin 90.6%, debt to equity 0.3) and long-term trend 81st (a strong uptrend, with buyers in control); weakest is profitability (7th, operating margin 1%, return on equity 1%).
Short-term score
63.9 #79 of 1,704 scored · #16 of 277 in Financials
Volume and participation 90th: it gapped 9.4% above the previous close and has not traded back through the level it left behind — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed; trend 73rd: a strong uptrend, with buyers in control; weakest is setup 34th: no Elliott-wave labelling currently fits its swings.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Exceeded at least one reported measure. In FY2025, JXN's dividend exceeded at least one reported measure of what it earned or generated (earnings payout 826%, operating-cash-flow payout 4%). A payout above 100% in one year is not necessarily unsustainable, but it is not fully covered by that measure.
- Earnings payout826% dividends / net income
- Operating-cash-flow payout4% dividends / operating cash flow — capital spending was not reported, so this does not subtract it
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How JACKSON FINANCIAL INC CLASS A looks technically
JACKSON FINANCIAL INC CLASS A (JXN) is trading 17.7% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 247 trading days ago — a "golden cross", a bullish long-term signal. A strong uptrend is in place — ADX, a 0–100 trend-strength gauge, is 30, with buyers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 55, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 3 trading days ago (its momentum flipped negative). It made a new 20-day high about 6 trading days ago.
Trend
9
| Distance from the 200-day | it is trading 17.7% above its 200-day average, the long-term trend line — a longer-term uptrend | +17.7% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $119.42 | $119.42 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $110.35 | $110.35 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing high 17 calendar days ago — the swings before that are what the structure reading is measured on | 17 sessions |
| Wave structure | its recent swings can be read as a completed five-part upward sequence — the pattern Elliott-wave chartists call an impulse — which on that reading would now be due a pullback rather than more of the same; the labelling fails if price closes above 137.99. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible five-wave upward sequence, complete (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 247 trading days ago — a "golden cross", a bullish long-term signal | 247 sessions |
| Above the 200-day after a dip | it recently dipped to its 200-day average (the long-term trend line) and has since climbed back above it — now about 17.7% above | +17.7% |
| Trend strength (14-day ADX) | a strong uptrend is in place — ADX, a 0–100 trend-strength gauge, is 30, with buyers in control | 30.3 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 55, neither overbought (above 70) nor oversold (below 30) | 55.2 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($126.82 to $137.99) — its "stochastic" reading is 27 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 27.4 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 3 trading days ago (its momentum flipped negative) | 3 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $137.99 | $137.99 |
|---|---|---|
| From the 52-week high | it is 5.9% below its 52-week high (its highest price of the past year) | -5.9% |
| Above the 52-week low | it is 44.8% above its 52-week low (its lowest price of the past year) | +44.8% |
| Below the 52-week high | it is 5.9% below its highest point of the past year | 5.9% |
| Since a 20-day breakout | it made a new 20-day high about 6 trading days ago | 6 sessions |
| Since a 55-day breakout | it made a new 55-day high about 6 trading days ago | 6 sessions |
| All-time high | its highest closing price on record is $137.99 (set on 2026-08-04) | $137.99 |
| Given back of the 52-week move | over the past year its closes ranged ($90.62 to $135.32), and it has given back only a small part of its rise from last year’s low — 12% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $106.27 to $107.70. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 12.2% |
| From the all-time high | it is 5.9% below its all-time high | -5.9% |
| Nearest price level | it is trading 9.0% above a support level at $118.19 — a price it turned at twice since 2026-01-09, most recently on 2026-04-30. Since 2024-08-21 it has 12 such levels below the current price and 0 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -9.0% |
| All-time low | its lowest closing price on record is $26.70 (set on 2023-05-10) | $26.70 |
| Above the all-time low | it is 386.4% above its all-time low | +386.4% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 69th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $3.78 between its high and its low — about 2.9% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $3.78 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $119.44 and $138.99 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $119.44 – $129.21 – $138.99 |
| Typical daily range (% of price) | its price moves about 2.9% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 2.9% |
| Stretch from the 200-day average | it is trading 5.2 daily ranges above its 200-day average price (17.7% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 5.2 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.29× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
2
| Since a bullish engulfing | 3 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | 3 sessions ago |
|---|---|---|
| Since a bearish engulfing | 2 sessions ago it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it | 2 sessions ago |
Price gaps
3
| Gap at the open | it opened on 2026-08-21 1.1% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | +1.1% |
|---|---|---|
| Open gap | it gapped 9.4% above the previous close 13 sessions ago and has not traded back through the level it left behind at 126.17 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +9.4% |
| Gap filled | a 2.7% gap down opened on 2026-07-23 has been "filled" 14 sessions ago — price traded back through the level the gap left behind, and it took 7 sessions to close | 14 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 2.2 percentage points (the stock gained 4.6% while the market gained 2.3%) | +2.2% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 16.9 percentage points (the stock gained 20.0% while the market gained 3.1%) | +16.9% |
| vs market, 6 months | over the past 6 months this stock beat the market by 1.3 percentage points (the stock gained 12.3% while the market gained 11.1%) | +1.3% |
| vs market, 12 months | over the past 12 months this stock beat the market by 15.6 percentage points (the stock gained 36.1% while the market gained 20.5%) | +15.6% |
Signal agreement
2
| Bullish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bullish state: a strong uptrend, with buyers in control, a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
|---|---|---|
| Bearish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bearish state: MACD momentum is negative — these describe past price behaviour, not a forecast | 1 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 13% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is thin, spanning 0.7% of the share price, which is taken to mean a barrier that gives way easily. | +13.2% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 14% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $113.63 — a volume-weighted average of daily closes over 155 sessions, not a true tick-by-tick VWAP. | +14.3% |
|---|---|---|
| Vs the average paid since it last reported | the price is 1% below the average price paid since it last reported on 2026-08-03 (its 10-Q), so the typical buyer over that stretch is under water. That average is $131.40 — a volume-weighted average of daily closes over 15 sessions, not a true tick-by-tick VWAP. | -1.2% |
Price levels it has turned at before
JXN last closed at $129.88 on 2026-08-21. Since 2024-08-21 it has turned at 12 prices below its last close and 0 above; the 3 nearest below are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $118.19 | Support | 9.0% below the last close | turned there twice · 2026-01-09 to 2026-04-30 |
| $115.55 | Support | 11.0% below the last close | turned there twice · 2024-11-11 to 2026-07-23 |
| $109.47 | Support | 15.7% below the last close | turned there four times · 2025-12-24 to 2026-03-25 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now complete.
This labelling fails — stops being a possible reading at all — if it closes above $137.99.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 3 labellings that survived the rules, counting shorter readings of the same bars.
This labelling was already in place when we began recording count changes on 2026-08-13, so how long it has stood is not something we can say yet.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Tested and reclaimed 200-day support · MACD just crossed bearish (12/26/9) · in a strong, established uptrend (ADX) · Trading above the Ichimoku cloud · Completed Elliott five-wave sequences | Learn: moving average · golden cross · adx · rsi · macd · breakout
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.25 mean, 1=Strong Buy…5=Strong Sell) — 4 analysts
- Mean price target$146.00 range $130.00 – $170.00; median $142.00
Analyst estimates, as of 2026-08-22. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for JXN
- Consensus EPS estimate$6.99 next reporting period, as of 2026-08-22
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Exposure to market volatility affecting the value of separate account assets and derivative instruments.","Dependency on interest rate environments and investment portfolio performance.","Regulatory and legal risks associated with annuity products and capital requirements."]
What changed in the latest 10-Q
AI-assisted comparison of JXN's 10-Q filed 2026-05-05 against the prior one filed 2025-11-04.
Management's Discussion & Analysis (MD&A)
- Removed:
- "will," removed from the list of forward-looking conditional words (filed 2025-11-04)
- Reworded:
- "Other factors" changed to "Factors" in the final sentence (filed 2026-05-05)
- Notes:
- Both texts are truncated at the same point ('Part I,'), limiting full comparison of the complete section
Risk Factors
- Reworded:
- Balance sheet dates changed from September 30, 2025 and December 31, 2024 (filed 2025-11-04) to March 31, 2026 and December 31, 2025 (filed 2026-05-05)
- Income statement period changed from three months and nine months ended September 30, 2025 and 2024 (filed 2025-11-04) to three months ended March 31, 2026 and 2025 (filed 2026-05-05)
- Comprehensive income statement period changed from three months and nine months ended September 30, 2025 and 2024 (filed 2025-11-04) to three months ended March 31, 2026 and 2025 (filed 2026-05-05)
- Statement of equity changed from June 30, 2025 balances (filed 2025-11-04) to December 31, 2025 balances (filed 2026-05-05)
- Notes:
- The two filings contain financial statements for different periods (Q3 2025 vs Q1 2026) and therefore present different underlying financial data; the structural format and line items remain consistent across both filings
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 1 open-market sale by insiders in the last 90 days.
- Last 30 days0 buys · 1 sell ($1M) — 1 selling insider
- Last 90 days0 buys · 1 sell ($1M) — 1 selling insider
- Last 180 days0 buys · 1 sell ($1M) — 1 selling insider
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-08-05. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about JXN's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
6 institutional 13F filers reported holding JXN as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 6
- Reported shares held 10,130,536
- Reported value $1,071,000,192
reported quarterly holdings change (2025-12-31 → 2026-03-31): 1 new, 3 increased, 2 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
JXN had 3,407,215 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
JXN had 5.03% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 6.16 days to cover at the same settlement.
- Reported short interest (shares) 3,407,215
- Short interest (% of shares outstanding) 5.03%
- Prior settlement (shares) 3,816,451
- Reported change -10.72%
- Days to cover (reported) 6.16
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Prudential Financial (PRU)
- MetLife (MET)
- Lincoln National (LNC)
- Equitable Holdings (EQH)
- Brighthouse Financial (BHF)
- AIG (AIG)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does JACKSON FINANCIAL INC CLASS A (JXN) do?
Jackson Financial Inc. is a leading provider of annuity products in the United States, specializing in retail variable annuities, fixed index annuities, and fixed annuities. The company helps individuals plan for retirement by providing investment solutions and protection products that offer accumulation and income opportunities. Its business is supported by a large asset management portfolio and extensive distribution networks.
What sector is JACKSON FINANCIAL INC CLASS A (JXN) in?
JACKSON FINANCIAL INC CLASS A (JXN) is classified in the Financials sector. Its industry is Life & Health Insurance. It trades on NYSE.
Does JXN pay a dividend?
Yes — JACKSON FINANCIAL INC CLASS A (JXN) pays a dividend, with an indicated yield of about 5.33% and at least 1 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are JACKSON FINANCIAL INC CLASS A's (JXN) competitors?
Notable peers of JACKSON FINANCIAL INC CLASS A (JXN) include Prudential Financial, MetLife, Lincoln National, Equitable Holdings and Brighthouse Financial. This peer set is informational only — not financial advice.
Is JACKSON FINANCIAL INC CLASS A (JXN) overbought or oversold right now?
JACKSON FINANCIAL INC CLASS A (JXN) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 55, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on JXN come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.