JXN$96.05
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AI JXN Summary
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Powered by LiveAIOverall Analysis
BuyJackson Financial Inc. presents a mixed investment profile. It exhibits strong fundamental characteristics, particularly in its dividend yield and profitability trends, and benefits from a stable, albeit slow-growing, thematic environment. However, recent technical indicators suggest a short-term bearish bias. Investors seeking income and stability may find it attractive, but those focused on aggressive growth might consider waiting for a more favorable technical setup.
Thematic
Jackson Financial operates in the annuities and retirement income sector, which is influenced by demographic trends and economic stability. While the need for retirement solutions is consistently high, the sector is not experiencing rapid, disruptive growth compared to tech-focused industries. Key themes include aging populations and the demand for guaranteed income streams.
Fundamental
Jackson Financial demonstrates robust profitability and a healthy balance sheet, with a consistent dividend payout. While revenue growth has been inconsistent, its net income and margins have shown resilience. The company's capital structure appears manageable.
Technical
Current technical indicators, especially on shorter timeframes (1m, 5m, 15m, 30m, 1h, 2h, 4h), suggest a strong bearish momentum. Multiple moving averages indicate 'Sell' signals, and many oscillators are in oversold or bearish territory, pointing towards potential further price declines in the short term.
| Factor | Score |
|---|---|
| Aging Population & Retirement Needs | 80 |
| Interest Rate Environment | 50 |
| Regulatory Landscape (Financial Services) | 60 |
| Competitive Intensity | 55 |
| Factor | Score |
|---|---|
| Valuation | 30 |
| Profitability | 95 |
| Growth | 40 |
| Balance Sheet Health | 75 |
| Cash Flow | 90 |
| Dividend Yield | 85 |
| Factor | Score |
|---|---|
| Trend Analysis (Daily) | 40 |
| Momentum (Daily) | 60 |
| Short-term Momentum (15-minute) | 30 |
| Support & Resistance (Daily) | 50 |
AI Investing Checklist
Powered by LiveAIBullish Points (6)
Strong Cash Flow Generation
The company exhibits robust annual free cash flow generation, reaching $5.79 billion in 2024, demonstrating significant operational efficiency and ability to fund operations, investments, and shareholder returns.
Consistent Dividend Payout
The company has a history of consistent dividend payouts, with a current dividend yield of 3.24% as of the latest reported data, indicating a commitment to returning value to shareholders.
Bearish Points (7)
High Trailing P/E Ratio and Negative TTM Net Income
The trailing Price-to-Earnings (P/E) ratio of 66.38 is significantly elevated, and the TTM net income is negative (-$148 million), indicating potential overvaluation or current profitability challenges that need careful consideration.
Inconsistent Revenue and Profitability
Quarterly revenue figures show significant volatility, with a sharp decline reported in Q1 2024 (-$359 million) followed by a large positive net income in the same quarter (795 million), suggesting potential accounting or business model complexities that could indicate unstable growth.
Calendar
June 2025
12
Ex-Dividend Date
June 2025
26
Next Dividend Date
August 2025
6
Next Earnings Date
H: $4.75
A: $4.64
L: $4.47
H: 1.75B
A: 1.75B
L: 1.75B
Profile
Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. It operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions. Its Institutional Products segment provides traditional guaranteed investment contracts; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities; and a block of group payout annuities. It also provides investment management services. It sells its products through a distribution network that includes independent broker-dealers, wirehouses, regional broker-dealers, banks, independent registered investment advisors, third-party platforms, and insurance agents. The company was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. Jackson Financial Inc. was incorporated in 2006 and is headquartered in Lansing, Michigan.
Seasonals
Price Target
98.20 USD
The 39 analysts offering 1 year price forecasts for JXN have a max estimate of 114.00 and a min estimate of 88.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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