Jackson Financial stock
JXNNYSEJackson Financial Inc., Financial ServicesISIN US46817M1071
60Score 60 out of 100, Neutral
Price and trend
85 / 100
Price history
+47% in one yearThe chart shows daily closes over 5 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 16% above it.
Since August 2025 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 64).
The price is 1.4% below its 52-week high. Largest decline in 5 years: 49% (March 2022 to July 2022).
Chart figures for advanced users
- SMA 50$133.74
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$119.10
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)64
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$90.62
- The lowest closing price of the last twelve months.
- Resistance$140.65
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Jackson Financial Inc. belongs to the Insurance (Life) industry (United States) and, with a market value of $9.16B, is number 22 of 34 companies in its industry on MEQIRI.
- In fiscal 2025 it earned $27M (down 97.1% year on year).
- MEQIRI Score 60 out of 100 (Neutral): rank 723 of 975 in Financial Services, median 68.
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- The P/E is 11.3 (Insurance (Life) median 11.4, own median of recent years 3).
- Our model puts fair value at $136.95, with the price 1% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Share buybacksShare count down 26% since 2020.Capital allocation 70
Weaknesses
- High leverageTotal assets 37.8 times equity.Stability 27
Its standout strengths are momentum and technical analysis, while profitability and stability hold the score back.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 61 to 60.
The fundamentals are in the middle range.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among smaller stocks.
From 2016 to 2025, 14 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What lowers it
- price near its 52-week high
Valuation
Valuation signal
Fairly valuedIn our model the price counts as cheap below $105.34 and expensive above $195.64 (uncertainty medium, based on the price swings of the past year).
The two parts of the fair value come to $133.98 (excess return model) and $139.91 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $125.78, at 7.8% it would be $153.69.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (11.4).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the quarter to 30 Sep 2026, revenue rose 14.3% on the same quarter a year earlier. Up to 2021 the bars include businesses that were later spun off or sold. On a comparable basis, as restated in the SEC annual reports, revenue grew 22.4% a year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating −2%, net 0%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. Last 12 months: net 13%. From 2019 revenue is reported differently (for example gross instead of net), so earlier years are not comparable and not shown.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 24 Feb 2027in 103 days
- Last reported
- 3 Nov 2026EPS reported $7.55 (expected $7.24)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $27.41+1.1%
- Revenue
- $8.04B0.0%
- Earnings per share
- $31.76+0.4%
- Revenue
- $8.57B0.0%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: +6.6%No new numeric guidance; the 15% tax rate guidance is confirmed and management expects continued strong earnings.
“Excluding $0.36 of notable items and normalizing for the difference between our actual tax rate and our 15% tax guidance, adjusted operating EPS was $7.68.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 4 Aug 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 2 insiders sold, $1.66M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Jackson Financial
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 60
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Insurance (Life)
The next larger and next smaller companies by market value
- HDFC Life InsuranceHDFCLIFE.NS $13.8B53
- Unum GroupUNM $12.26B50
- Japan Post Insurance7181.T $12.15B59
- Globe LifeGL $12.08B79
- Voya FinancialVOYA $9.13B62
- PrimericaPRI $8.86B87
- Lincoln NationalLNC $7.96B82
- ICICI Prudential Life InsuranceICICIPRULI.NS $7.2B57
ETFs that hold Jackson Financial
Held by 17 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares Ageing Population UCITS ETF2B77 | 0.60% | 0.40% | €813.42M |
| iShares S&P SmallCap 600 UCITS ETFIUS3 | 0.49% | 0.30% | €2.31B |
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.31% | 0.43% | €2.5B |
Show 5 more
| Xtrackers Russell 2000 UCITS ETF 1CXRS2 | 0.30% | 0.30% | €2.22B |
| State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc)ZPRR | 0.30% | 0.30% | €4.28B |
| L&G Russell 2000 US Small Cap Quality UCITS ETFETLZ | 0.26% | 0.30% | €185.82M |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.22% | 0.30% | €964.08M |
| WisdomTree US Equity Income UCITS ETF EUR Hedged AccWTDY | 0.20% | 0.35% | €204.34M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 4 Nov 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.