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Upturn AI SWOT - About
JXN 
Jackson Financial Inc (JXN)
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Upturn Advisory Summary
09/12/2025: JXN (3-star) is a STRONG-BUY. BUY since 84 days. Simulated Profits (14.54%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $103
1 Year Target Price $103
| 0 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 172.47% | Avg. Invested days 77 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.81B USD | Price to earnings Ratio 752.15 | 1Y Target Price 103 |
Price to earnings Ratio 752.15 | 1Y Target Price 103 | ||
Volume (30-day avg) 5 | Beta 1.47 | 52 Weeks Range 64.08 - 112.20 | Updated Date 09/14/2025 |
52 Weeks Range 64.08 - 112.20 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 3.03% | Basic EPS (TTM) 0.13 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.54% | Operating Margin (TTM) 422.29% |
Management Effectiveness
Return on Assets (TTM) -0.07% | Return on Equity (TTM) 0.57% |
Valuation
Trailing PE 752.15 | Forward PE - | Enterprise Value 9397519465 | Price to Sales(TTM) 1.19 |
Enterprise Value 9397519465 | Price to Sales(TTM) 1.19 | ||
Enterprise Value to Revenue 1.71 | Enterprise Value to EBITDA -5.66 | Shares Outstanding 69651504 | Shares Floating 68498029 |
Shares Outstanding 69651504 | Shares Floating 68498029 | ||
Percent Insiders 1.68 | Percent Institutions 95.56 |
Upturn AI SWOT
Jackson Financial Inc
Company Overview
History and Background
Jackson Financial Inc. (JXN) was founded in 1961 and was formerly a subsidiary of Prudential plc. It separated in 2021, becoming an independent publicly traded company. Jackson focuses on retirement solutions, primarily offering annuity products.
Core Business Areas
- Retail Annuities: Offers a range of variable, fixed, and fixed index annuities to individuals. This segment represents the core revenue generator for Jackson.
- Institutional Products: Provides guaranteed investment contracts (GICs) and other products to institutional clients.
Leadership and Structure
Laura Prieskorn is the CEO. The organizational structure is typical of a large financial services company, with functional departments like finance, risk management, and sales.
Top Products and Market Share
Key Offerings
- Perspective II Variable Annuity: A variable annuity offering a range of investment options. Market share is estimated to be significant within Jackson's annuity portfolio (no precise number is publicly available). Competitors include Athene, Equitable, and Lincoln National.
- Elite Access Advisory: A fixed index annuity with advisory options. Market share is growing. Competitors include Allianz Life, Pacific Life, and Fidelity & Guarantee Life.
Market Dynamics
Industry Overview
The annuity market is influenced by interest rates, demographic trends (aging population), and regulatory changes. Growth is projected due to increased retirement savings needs.
Positioning
Jackson is a leading provider of annuities, particularly variable annuities. Its competitive advantages include a strong distribution network and a well-recognized brand.
Total Addressable Market (TAM)
The US annuity market is estimated to be over $200 billion annually. Jackson Financial Inc is positioned to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Extensive Distribution Network
- Experienced Management Team
- Diverse Product Portfolio
Weaknesses
- Sensitivity to Interest Rate Fluctuations
- Reliance on Annuity Sales
- Complex Product Offerings
- Potential Regulatory Scrutiny
Opportunities
- Growing Demand for Retirement Income Solutions
- Expansion into New Markets
- Development of Innovative Products
- Strategic Partnerships
Threats
- Increased Competition
- Economic Downturn
- Changes in Tax Laws
- Negative Press Regarding Annuities
Competitors and Market Share
Key Competitors
- ATH
- EQH
- LNC
- PRU
- MET
Competitive Landscape
Jackson Financial Inc competes primarily on product features, distribution strength, and brand recognition. Its strengths include a strong brand and wide distribution, but it faces challenges from lower-cost competitors.
Major Acquisitions
Athene Annuity & Life Assurance Company of New York
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: Strategic Reinsurance Transaction with Athene to reduce reserves.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been moderate, driven primarily by annuity sales. Growth rates are sensitive to market conditions.
Future Projections: Future growth projections vary based on analyst estimates, but are generally positive, driven by increasing retirement savings needs. Projections cannot be provided.
Recent Initiatives: Recent initiatives include expanding distribution channels and developing new annuity products.
Summary
Jackson Financial Inc is a significant player in the annuity market, leveraging a strong brand and wide distribution. However, its performance is highly sensitive to interest rate changes and market volatility. The company faces growing competition and regulatory scrutiny, necessitating ongoing innovation and strategic adaptation. Jackson's continued success depends on effectively managing risk and capitalizing on the increasing demand for retirement income solutions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
- Market Data Providers
- Earnings Calls Transcript Data
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered financial advice. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Jackson Financial Inc
Exchange NYSE | Headquaters Lansing, MI, United States | ||
IPO Launch date 2021-09-01 | CEO, President & Director Ms. Laura Louene Prieskorn | ||
Sector Financial Services | Industry Insurance - Life | Full time employees 3060 | Website https://www.jackson.com |
Full time employees 3060 | Website https://www.jackson.com | ||
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.
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