Skip to main content
JXN logo

JXN · Jackson Financial Inc.

$119.28 +3.00 (+2.58%) At close · Jul 24
Market Cap
$8.32B
Shares
69.74M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$119.28 Open$116.99 Day$116.44–119.39 52W$80.62–126.69 Avg vol 30d608K Short int3.8M · 5.5% float · 5.6d Short vol58% Last earningsAug 5, 2026 DataSep 2021–Jul 2026 Filing10-Q · May 5

Up next

Next earnings call
Aug 5, 2026 Scheduled · in 1 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 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 Buy Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 18.6 · elevated Equity put/call 0.79
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +11%
      above
      Price vs 50-day avg +8%
      above
      RSI (14) 57
      neutral
      MACD trend Positive
      52-week position 84%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Strong
      1-month return +12%
      trailing
      6-month return +1%
      trailing
      YTD return +13%
      this year
      Relative strength −5%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $111 › 200d $107 — 50d above 200d
      Institutional flow Distributing
      109 of 514 funds reported for Jun 30 · net -27.8K sh shares · +10 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      5.47% of float · ▲ +7.9% MoM · 5.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      514 holders — near 3-yr high, broad support
      Squeeze score 65
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +104%
      Y/Y
      EPS growth −102%
      Y/Y
      Buyback $753.0M
      remaining
      Balance sheet $3.7B
      net cash
      Quant / Vol
      risk profile
      Moderate
      Volatility 33%
      annualized · 1-yr
      Max drawdown −16%
      past year
      ATR 3.0%
      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 Mar 31, 2026
      full year 2026
      Free capital generation Initiated $1.2B
      2026
      Capital return to common shareholders Initiated $900M – $1.1B

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

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +11% Bullish
      Price vs 50-day avg
      +8% Bullish
      RSI (14)
      57 Neutral
      MACD trend
      Positive Bullish
      52-week position
      84% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $111 › 200d $107 — 50d above 200d
      Institutional flow Distributing
      109 of 514 funds reported for Jun 30 · net -27.8K sh shares · +10 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      5.47% of float · ▲ +7.9% MoM · 5.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      514 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $81 Now $119 · 84% 52-wk high $127
      vs 200-day avg +11% vs 50-day avg +8%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted operating earnings per diluted share excluding notable items non-GAAP $5.94 first quarter of 2026
      Fixed and fixed index annuity (FIA) sales 756M first quarter of 2026
      Total adjusted capital 5.5B as of March 31, 2026
      Adjusted book value attributed to common shareholders non-GAAP $10.6B as of December 31, 2025
      Adjusted operating return on equity attributable to common shareholders non-GAAP 14.7% year ended December 31, 2025
      Institutional sales $3.5B full year 2025
      RILA sales $6.9B full year 2025
      Risk-based capital (RBC) ratio 567% as of December 31, 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $8.32B +12.8% -68.7% 5.5%
      CILJF
      China Life Insurance Co Ltd
      $105.71B +5.8% 0.0%
      MFC
      Manulife Financial Corp
      $72.74B +19.9% 0.3%
      AFL
      Aflac Inc
      $63.93B +13.4% -9.3% 14.4 2.5%
      MET
      Metlife Inc
      $61.02B +18.1% +8.6% 18.3 2.0%

      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 Reducing
      Holders
      514
      % held
      82.3%
      Reported
      109 of 514
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      380
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      3.8M
      Days to cover
      5.6d
      Change
      +279.3K sh
      View
      Short Volume
      Short vol %
      58%
      As of
      Jul 24, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      336
      Value
      $35.2K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      50.3%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $6.7B
      Net income (FY)
      $27.0M
      EPS diluted
      $-0.24
      View
      Buybacks
      Authorized
      $750.0M
      Remaining
      $753.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 22, 2026
      This year
      17
      View
      Proposed Sales
      Value
      $379.1K
      Shares
      3.5K
      Filed
      Mar 11, 2026
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Aug 5, 2026
      Last call
      May 5, 2026
      View
      Investor Relations
      Latest news
      Jackson Announces CEO Retirement…
      Published
      Jul 22, 2026
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      JXN -5.1% +12.1% +1.2% +16.5% +12.8%
      SPY -1.7% +0.7% +6.4% -1.2% +8.3%
      vs SPY -3.4% +11.4% -5.2% +17.7% +4.6%

      Capital returns

      Latest dividend
      $0.90 / share · ex Jun 11, 2026
      Raised 12.5%
      Paid (TTM)
      $3.40 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.85%
      Buyback program · as of Apr 28, 2026
      Authorized
      $750.00M
      Spent (derived)
      Remaining
      $753.00M

      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) 102 filings 100 filers Visit website Investor relations