Jackson Financial Inc. (JXN)

Jackson Financial Statistics

Total Valuation

JXN has a market cap or net worth of $6.58 billion. The enterprise value is $8.72 billion.

Market Cap	6.58B
Enterprise Value	8.72B

Important Dates

The last earnings date was Tuesday, August 5, 2025, after market close.

Earnings Date	Aug 5, 2025
Ex-Dividend Date	Sep 15, 2025

Share Statistics

JXN has 69.65 million shares outstanding. The number of shares has decreased by -9.29% in one year.

Current Share Class	69.65M
Shares Outstanding	69.65M
Shares Change (YoY)	-9.29%
Shares Change (QoQ)	-2.08%
Owned by Insiders (%)	1.61%
Owned by Institutions (%)	93.21%
Float	68.49M

Valuation Ratios

PE Ratio	n/a
Forward PE	4.25
PS Ratio	1.22
Forward PS	0.89
PB Ratio	0.67
P/TBV Ratio	0.67
P/FCF Ratio	n/a
P/OCF Ratio	1.16
PEG Ratio	n/a

Enterprise Valuation

EV / Earnings	n/a
EV / Sales	1.53
EV / EBITDA	n/a
EV / EBIT	n/a
EV / FCF	n/a

Financial Position

The company has a current ratio of 1.62, with a Debt / Equity ratio of 0.56.

Current Ratio	1.62
Quick Ratio	0.19
Debt / Equity	0.56
Debt / EBITDA	n/a
Debt / FCF	n/a
Interest Coverage	-2.12

Financial Efficiency

Return on equity (ROE) is 0.56% and return on invested capital (ROIC) is -1.42%.

Return on Equity (ROE)	0.56%
Return on Assets (ROA)	-0.07%
Return on Invested Capital (ROIC)	-1.42%
Return on Capital Employed (ROCE)	-0.12%
Revenue Per Employee	$1.44M
Profits Per Employee	-$3,275
Employee Count	3,970
Asset Turnover	0.02
Inventory Turnover	n/a

Taxes

Income Tax	-86.00M
Effective Tax Rate	n/a

Stock Price Statistics

The stock price has increased by +11.50% in the last 52 weeks. The beta is 1.47, so JXN's price volatility has been higher than the market average.

Beta (5Y)	1.47
52-Week Price Change	+11.50%
50-Day Moving Average	87.49
200-Day Moving Average	88.41
Relative Strength Index (RSI)	60.21
Average Volume (20 Days)	597,286

Short Selling Information

The latest short interest is 2.82 million, so 4.05% of the outstanding shares have been sold short.

Short Interest	2.82M
Short Previous Month	3.38M
Short % of Shares Out	4.05%
Short % of Float	4.12%
Short Ratio (days to cover)	5.57

Income Statement

In the last 12 months, JXN had revenue of $5.70 billion and -$13.00 million in losses. Loss per share was -$0.18.

Revenue	5.70B
Gross Profit	2.44B
Operating Income	-380.00M
Pretax Income	2.74B
Net Income	-13.00M
EBITDA	n/a
EBIT	-380.00M
Loss Per Share	-$0.18

Balance Sheet

The company has $3.89 billion in cash and $5.92 billion in debt, giving a net cash position of -$2.14 billion or -$30.70 per share.

Cash & Cash Equivalents	3.89B
Total Debt	5.92B
Net Cash	-2.14B
Net Cash Per Share	-$30.70
Equity (Book Value)	10.60B
Book Value Per Share	140.38
Working Capital	13.02B

Cash Flow

Operating Cash Flow	5.66B
Capital Expenditures	n/a
Free Cash Flow	n/a
FCF Per Share	n/a

Margins

Gross margin is 42.78%, with operating and profit margins of -6.66% and 0.54%.

Gross Margin	42.78%
Operating Margin	-6.66%
Pretax Margin	-0.47%
Profit Margin	0.54%
EBITDA Margin	n/a
EBIT Margin	-6.66%
FCF Margin	n/a

Dividends & Yields

This stock pays an annual dividend of $3.20, which amounts to a dividend yield of 3.32%.

Dividend Per Share	$3.20
Dividend Yield	3.32%
Dividend Growth (YoY)	13.97%
Years of Dividend Growth	4
Payout Ratio	n/a
Buyback Yield	9.29%
Shareholder Yield	12.68%
Earnings Yield	-0.20%
FCF Yield	n/a

Analyst Forecast

The average price target for JXN is $100.20, which is 6.10% higher than the current price. The consensus rating is "Hold".

Price Target	$100.20
Price Target Difference	6.10%
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	n/a
Lynch Upside	n/a
Graham Number	n/a
Graham Upside	n/a

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	4