Stock Fundamentals

Company Information

Company Name
Jackson Financial Inc
Sector
Financial Services
Industry
Insurance - Life
Exchange
NYSE
ISIN: US46817M1071
CIK: 0001822993
CUSIP: 46817M107
Currency: USD
Full Time Employees: 3,090
Phone: 517 381 5500
Fiscal Year End: December
IPO Date: Sep 01, 2021
Description:

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. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements backed by commercial paper; 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. The company 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.

Address:

1 Corporate Way, Lansing, MI, United States, 48951

Directors & Officers

Name Title Year Born
Ms. Laura Louene Prieskorn CEO, President & Director 1969
Mr. Don Wayne Cummings Executive VP & CFO 1964
Ms. Carrie Lynn Chelko Executive VP & General Counsel 1974
Mr. Craig Donald Smith President & CEO of PPM America, Inc. 1969
Mr. Devkumar Dilip Ganguly Executive VP, Chief Innovation & Technology Officer 1977
Mr. Michael Ray Hicks Senior VP & Chief Information Officer NA
Ms. Elizabeth Ann Werner Head of Investor Relations NA
Ms. Dana Scamarcia Rapier Senior VP & Chief Human Resources Officer of Jackson NA
Mr. Christopher Allen Raub President of Jackson National Life Insurance Company 1972
Ms. Lin Ling Sun SVP & Chief Actuary NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 9.05M Dec 31, 2025 12.80% $0.01 -4.20%
BlackRock Inc 6.91M Sep 30, 2025 9.78% $0.01 -1.00%
Dimensional Fund Advisors, Inc. 4.04M Dec 31, 2025 5.72% $0.09 1.17%
State Street Corp 2.96M Sep 30, 2025 4.19% $0.01 -1.26%
Donald Smith & Co Inc 1.96M Sep 30, 2025 2.78% $3.97 15.63%
The Goldman Sachs Group Inc 1.80M Sep 30, 2025 2.54% $0.02 -13.79%
Geode Capital Management, LLC 1.72M Sep 30, 2025 2.43% $0.01 -1.12%
Acadian Asset Management LLC 1.61M Sep 30, 2025 2.28% $0.28 483.73%
American Century Companies Inc 1.52M Dec 31, 2025 2.15% $0.08 -0.05%
HSBC Holdings PLC 1.33M Sep 30, 2025 1.88% $0.07 -16.42%
NORGES BANK 1.22M Dec 31, 2025 1.72% $0.01 5.87%
Morgan Stanley - Brokerage Accounts 1.13M Sep 30, 2025 1.60% $0.01 -7.86%
JPMorgan Chase & Co 1.06M Sep 30, 2025 1.49% $0.00 59.36%
Charles Schwab Investment Management Inc 1.04M Dec 31, 2025 1.48% $0.02 -3.13%
Arrowstreet Capital Limited Partnership 985.57K Dec 31, 2025 1.39% $0.06 -7.66%
Northern Trust Corp 918.75K Sep 30, 2025 1.30% $0.01 -6.77%
LSV Asset Management 896.94K Dec 31, 2025 1.27% $0.21 5.80%
Federated Hermes Inc 854.44K Sep 30, 2025 1.21% $0.15 6.41%
Bank of New York Mellon Corp 672.98K Sep 30, 2025 0.95% $0.01 -1.71%
Victory Capital Management Inc. 601.15K Sep 30, 2025 0.85% $0.04 12.17%

Shares Statistics

Shares Outstanding: 70.68M
Shares Float: 64.63M
% Insiders: 175.70%
% Institutions: 9,686.00%
Short % Float: 5.50%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 9.05M 12.80% ▼ 4.20% Dec 31, 2025
2 BlackRock Inc 6.91M 9.78% ▼ 1.00% Sep 30, 2025
3 Dimensional Fund Advisors, Inc. 4.04M 5.72% ▲ 1.17% Dec 31, 2025
4 State Street Corp 2.96M 4.19% ▼ 1.26% Sep 30, 2025
5 Donald Smith & Co Inc 1.96M 2.78% ▲ 15.63% Sep 30, 2025
6 The Goldman Sachs Group Inc 1.80M 2.54% ▼ 13.79% Sep 30, 2025
7 Geode Capital Management, LLC 1.72M 2.43% ▼ 1.12% Sep 30, 2025
8 Acadian Asset Management LLC 1.61M 2.28% ▲ 483.73% Sep 30, 2025
9 American Century Companies Inc 1.52M 2.15% ▼ 0.05% Dec 31, 2025
10 HSBC Holdings PLC 1.33M 1.88% ▼ 16.42% Sep 30, 2025

Valuation Metrics

Enterprise Value: $7.87B
Trailing P/E: 0.00
Forward P/E: 0.00

Financial Highlights

Market Cap: $7.40B
Book Value: $140.96
Dividend/Share: $3.20
Dividend Yield: 2.98%
Earnings/Share: $-0.24
Profit Margin: 0.40%
Operating Margin: 23.58%
ROA (TTM): 0.12%
ROE (TTM): 0.71%
Revenue (TTM): $6.76B
Revenue/Share (TTM): $95.21
Earnings Growth (YOY): -31.80%
Revenue Growth (YOY): 718.80%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.38x 0.20x 0.97x -1.14x -145.00x
2024-12-31 3.94x 0.45x 0.97x 10.12x 3.90x
2023-12-31 -0.21x 0.40x 0.97x 5.18x 3.78x
2022-12-31 3.27x 3.28x 0.97x 68.44x 3.53x
2021-12-31 3.01x 3.29x 0.01x 117.43x 7.79x
2020-12-31 1.80x 0.04x 0.97x -28.31x -0.14x
2019-12-31 6.17x 0.39x 0.98x -8.19x -3.84x
2018-12-31 32.77x 0.04x 0.97x 27.76x 0.13x
2017-12-31 N/A 0.05x 0.97x N/A 1.79x
2016-12-31 N/A 0.05x 0.97x N/A 0.44x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 07, 2025 Craig Donald Smith N/A Sale 20.61K $69.52 $1.43M

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