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JXN · Jackson Financial Inc.

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$130.94 -3.93 (-2.91%) At close · Aug 19
Market Cap
$9.02B
Shares
67.73M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$134.86 Open$132.79 Day$132.79–135.45 52W close$90.62–135.32 Avg vol 30d622K Short int3.4M · 5.0% float · 6.2d Short vol58% Last earningsAug 4, 2026 DataSep 2021–Aug 2026 Filing10-Q · Aug 3

Up next

Next earnings call
Nov 3, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 3, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Strong Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +23%
      above
      Price vs 50-day avg +14%
      above
      RSI (14) 66
      neutral
      MACD trend Positive
      52-week position 99%
      near high
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +9%
      trailing
      6-month return +19%
      trailing
      YTD return +26%
      this year
      Relative strength +9%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $118 › 200d $110 — 50d above 200d
      Institutional flow Distributing
      -3% holders QoQ · +53 funds added
      Insider flow Distributing
      Net -$1.7M over 90 days · 100% sells
      Short interest Falling
      5.03% of float · ▼ -10.7% MoM · 6.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      503 holders — near 3-yr high, broad support
      Squeeze score 68
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +104%
      Y/Y
      EPS growth −102%
      Y/Y
      Valuation P/E 162.4
      rich
      Buyback $526.0M
      remaining
      Balance sheet $2.7B
      net cash
      Quant / Vol
      risk profile
      Moderate
      Volatility 32%
      annualized · 1-yr
      Max drawdown −17%
      past year
      ATR 2.7%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Aug 4, 2026
      Free capital generation · full year at least $1.2B
      Prior guidance period ended · from the Earnings Call filed Sep 30, 2025
      Capital return · 2025 $700M – $800M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 3 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +23% Bullish
      Price vs 50-day avg
      +14% Bullish
      RSI (14)
      66 Neutral
      MACD trend
      Positive Bullish
      52-week position
      99% Bullish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $118 › 200d $110 — 50d above 200d
      Institutional flow Distributing
      -3% holders QoQ · +53 funds added
      Insider flow Distributing
      Net -$1.7M over 90 days · 100% sells
      Short interest Falling
      5.03% of float · ▼ -10.7% MoM · 6.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      503 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $91 Now $135 · 99% Range high $135
      vs 200-day avg +23% vs 50-day avg +14%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted book value attributed to common shareholders non-GAAP $10.8B as of June 30, 2026 —
      Adjusted Operating Earnings per common share (diluted), excluding notable items and taxes non-GAAP $7.68 Three Months Ended June 30, 2026 —
      Adjusted operating earnings per diluted share non-GAAP $7.3 second quarter 2026 —
      Adjusted operating return on equity attributable to common shareholders non-GAAP 16.5% six months ended June 30, 2026 —
      Cash and highly liquid securities at the holding company 1.4B as of June 30, 2026 —
      GAAP → non-GAAP reconciliation
      GAAP Jackson Financial, Inc. (Parent Company Only) Net cash provided by (used in) operating activitie -$27M
      +$325M Capital distributions from subsidiaries
      -$11M Dividends on preferred stock
      = Free cash flow $287M
      Institutional Products pretax adjusted operating earnings non-GAAP $29M the second quarter —
      Institutional sales $1.4B second quarter 2026 —
      Net flows -$13M the second quarter —
      PPM assets under management (AUM) $101.1B as of June 30, 2026 —
      Pretax adjusted operating (loss) non-GAAP -$22M the second quarter —
      Risk-based capital (RBC) ratio 538% as of June 30, 2026 —
      Statutory Total Adjusted Capital (TAC) 5.8B June 30, 2026 —
      Total account value 11B the second quarter —
      Total adjusted capital $5.8B as of June 30, 2026 —
      Variable annuity (VA) sales $2.7B second quarter 2026 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Insurance - Life — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      JXN
      Jackson Financial Inc.
      this stock
      		$9.02B +26.5% +104.3% 162.4 5.0%
      CILJF
      China Life Insurance Co Ltd
      		 $97.80B +0.6% — — 0.0%
      MFC
      Manulife Financial Corp
      		 $73.51B +21.4% — — 0.8%
      MET
      Metlife Inc
      		 $61.44B +22.5% +8.6% 18.5 1.8%
      AFL
      Aflac Inc
      		 $61.03B +5.7% -9.3% 13.1 2.5%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      503
      % held
      94.2%
      Net QoQ
      +892.6K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      386
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      3.4M
      Days to cover
      6.2d
      Change
      -409.2K sh
      View
      Short Volume
      Short vol %
      58%
      As of
      Aug 19, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1.4K
      Value
      $175.2K
      As of
      Jul 29, 2026
      View
      Off-Exchange
      Off-exchange %
      36.7%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$1.7M
      Buyers / Sellers
      0 / 2
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $6.7B
      Net income (FY)
      $27.0M
      EPS diluted
      $-0.24
      View
      Buybacks
      Authorized
      $1.0B
      Remaining
      $526.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 3, 2026
      This year
      20
      View
      Proposed Sales
      Value
      $379.1K
      Shares
      3.5K
      Filed
      Mar 11, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 4, 2026
      View
      Investor Relations
      Latest news
      Jackson Announces Record Second Q…
      Published
      Aug 3, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      JXN +4.4% +8.6% +19.4% +10.3% +26.5%
      SPY -0.4% +2.6% +10.7% +2.7% +12.5%
      vs SPY +4.8% +6.0% +8.7% +7.6% +13.9%

      Capital returns

      Latest dividend
      $0.90 / share · ex Jun 11, 2026
      Declared · upcoming
      $0.90 / share · ex Sep 15, 2026
      Raised 12.5%
      Paid (TTM)
      $3.40 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.52%
      Buyback program · as of Jul 27, 2026
      Authorized
      $1.00B
      Spent (derived)
      $474.00M
      Remaining
      $526.00M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1822993 CUSIP 46817M107 13F (30d) 455 filings 445 filers Visit website Investor relations

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