JXN · Jackson Financial Inc.
Price & Indicators
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AI Brief
TL;DR.
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 adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative 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 |
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| Adjusted book value attributed to common shareholders non-GAAP | $10.8B | Q2 2026 | — |
| Adjusted operating earnings non-GAAP | $513M | Q2 2026 | — |
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| Adjusted operating earnings per diluted share excluding notable items non-GAAP | $7.68 | Q2 2026 | — |
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| Fixed and fixed index annuity (FIA) sales | $812M | Q2 2026 | — |
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| Free cash flow non-GAAP | $287M | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP 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
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| Institutional sales | $1.4B | Q2 2026 | — |
| PPM assets under management (AUM) | $100B | Q2 2026 | — |
| Retail annuity sales | $5.9B | Q2 2026 | — |
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| RILA sales | $2.3B | Q2 2026 | — |
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| Risk-based capital (RBC) ratio non-GAAP | 538% | Q2 2026 | — |
| Total adjusted capital non-GAAP | $5.8B | Q2 2026 | — |
| Variable annuity (VA) sales | $2.7B | Q2 2026 | — |
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| Adjusted operating return on equity attributable to common shareholders non-GAAP | 14.7% | year ended December 31, 2025 | — |
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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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JXN
this stock
Jackson Financial Inc.
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$9.17B | +26.9% | +104.3% | 165.0 | 5.0% |
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CILJF
China Life Insurance Co Ltd
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$97.80B | +0.3% | — | — | 0.0% |
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MFC
Manulife Financial Corp
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$73.89B | +22.5% | — | — | 0.8% |
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MET
Metlife Inc
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$62.06B | +23.7% | +8.6% | 18.7 | 1.8% |
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AFL
Aflac Inc
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$61.01B | +10.1% | -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 sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JXN | +4.1% | +7.7% | +23.1% | +10.7% | +26.9% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +3.7% | +3.2% | +9.4% | +6.7% | +13.0% |
Capital returns
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.