JACKSON FINANCIAL INC CLASS A (JXN)
Financials · Annuity and retirement income insurance · NYSE
Jackson Financial is an insurance holding company offering fixed and fixed index annuities, guaranteed living and death benefits, and investment management services to retail customers seeking retirement income solutions.
What JACKSON FINANCIAL INC CLASS A does
Jackson Financial Inc. (through its primary operating subsidiary Jackson National Life Insurance Company) is a financial services company that manufactures, distributes, and services annuity products, principally fixed annuities and fixed index annuities with optional guarantees. The company earns revenue through management fees on customer assets, investment income on its general account portfolio, and net gains on derivatives and investments used to hedge market risk benefits. Jackson also operates investment management subsidiaries that manage customer assets both within its annuity contracts and for third parties, and provides retirement income solutions primarily to retail customers through its distribution network.
Themes: ["Annuities / retirement income","Guaranteed benefits / longevity risk","Asset management / investment management","Fixed index annuities / equity-linked products","Market risk hedging / derivatives"]
Fundamentals
- Price$110.79 as of 2026-07-09 close
- Market cap$7.7B as of 2026-07-10
- 1-year return+29.2% as of 2026-07-09 close
- P/E286.18 as of 2026-07-10
- Net margin-8.7% as of 2026-07-10
- ROE-3.7% as of 2026-07-10
- Debt / equity0.21 as of 2026-07-10
- Revenue growth (YoY)-19.0% as of 2026-07-10
- Revenue CAGR (3y)-12.1% SEC XBRL
- Beta1.35 as of 2026-07-10
Dividend: yield +3.2%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Market risk and interest rate sensitivity: Significant exposure to equity market performance and interest rate changes through both variable annuity guarantees and fixed index annuity products, with market risk benefit liabilities of $3.971 billion requiring active hedging through derivatives","Revenue decline and profitability pressure: Revenue declined 18.98% year-over-year with current net margin of -8.67%, negative earnings, and unprofitable status driven by market volatility and hedging costs","Reinsurance concentration and counterparty risk: Material reliance on reinsurance treaties (including the Athene coinsurance arrangement) with $18.926 billion in reinsurance recoverables and funds withheld payables of $14.511 billion, creating counterparty credit and operational dependency risks"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.