Highlights
- EPS (TTM)
- $0.34
- PE Ratio
- 313.23
- PEG Ratio
- 13.13
- Total Revenue (TTM)
- $6.58B
- Gross Profit (TTM)
- $1.24B
- EBITDA (TTM)
- $319.00M
- Year Range
- $64.70 - $123.61
- Target Price
- $120.00
- ROE (TTM)
- 0.16%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Jackson Financial Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Jackson Financial Inc. (JXN) has returned -0.01% so far this year and 30.61% over the past 12 months.
Jackson Financial Inc.
- 1D
- 2.65%
- 1M
- -2.60%
- YTD
- -0.01%
- 6M
- 6.19%
- 1Y
- 30.61%
- 3Y*
- 47.72%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Sep 1, 2021, JXN's average daily return is +0.16%, while the average monthly return is +3.43%. At this rate, your investment would double in approximately 1.7 years.
Historically, 58% of months were positive and 42% were negative. The best month was Oct 2022 with a return of +38.2%, while the worst month was Jun 2022 at -25.4%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JXN closed higher 55% of trading days. The best single day was Nov 10, 2022 with a return of +17.7%, while the worst single day was May 11, 2022 at -16.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.50% | -7.94% | -2.60% | -0.01% | |||||||||
| 2025 | 8.22% | -2.77% | -7.66% | -7.01% | 5.13% | 9.45% | -1.39% | 12.84% | 3.30% | -0.41% | -2.78% | 9.69% | 26.93% |
| 2024 | -2.21% | 9.95% | 21.59% | 3.30% | 11.26% | -1.37% | 18.58% | 2.17% | 2.25% | 9.56% | 0.24% | -12.47% | 76.45% |
| 2023 | 26.59% | 3.04% | -16.27% | -3.74% | -21.42% | 10.51% | 7.87% | 15.69% | 1.65% | -3.95% | 31.75% | 7.27% | 57.22% |
| 2022 | -8.27% | 6.57% | 9.69% | -4.34% | -13.94% | -25.40% | 2.84% | 15.68% | -11.23% | 38.23% | -1.20% | -6.85% | -11.54% |
| 2021 | -17.33% | 4.12% | 18.59% | 32.12% | 34.86% |
Benchmark Metrics
Jackson Financial Inc. has an annualized alpha of 31.21%, beta of 1.48, and R² of 0.34 versus S&P 500 Index. Calculated based on daily prices since September 02, 2021.
- This stock captured 178.51% of S&P 500 Index gains but only 61.29% of its losses — a favorable profile for investors.
- R² of 0.34 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 31.21%
- Beta
- 1.48
- R²
- 0.34
- Upside Capture
- 178.51%
- Downside Capture
- 61.29%
Return for Risk
Risk / Return Rank
JXN ranks 68 for risk / return — better than 68% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Jackson Financial Inc. (JXN) and compare them to a chosen benchmark (S&P 500 Index).
| JXN | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.90 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.39 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.40 | +0.24 |
Martin ratioReturn relative to average drawdown | 4.38 | 6.61 | -2.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore JXN risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Jackson Financial Inc. provided a 3.12% dividend yield over the last twelve months, with an annual payout of $3.30 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $3.30 | $3.20 | $2.80 | $2.48 | $2.20 | $0.50 |
Dividend yield | 3.12% | 3.00% | 3.22% | 4.84% | 6.32% | 1.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Jackson Financial Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.90 | $0.90 | |||||||||
| 2025 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $3.20 |
| 2024 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $2.80 |
| 2023 | $0.00 | $0.00 | $0.62 | $0.00 | $0.62 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.62 | $0.00 | $2.48 |
| 2022 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $2.20 |
| 2021 | $0.50 | $0.00 | $0.50 |
Dividend Yield & Payout
Dividend Yield
Jackson Financial Inc. has a dividend yield of 3.12%, which is quite average when compared to the overall market.
Payout Ratio
Jackson Financial Inc. has a payout ratio of 1,650.00%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Jackson Financial Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Jackson Financial Inc. was 48.34%, occurring on Jul 14, 2022. Recovery took 139 trading sessions.
The current Jackson Financial Inc. drawdown is 12.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.34% | Mar 28, 2022 | 75 | Jul 14, 2022 | 139 | Feb 1, 2023 | 214 |
| -41.52% | Feb 21, 2023 | 70 | May 31, 2023 | 124 | Nov 27, 2023 | 194 |
| -37.09% | Nov 7, 2024 | 101 | Apr 4, 2025 | 188 | Jan 5, 2026 | 289 |
| -23% | Jan 11, 2022 | 38 | Mar 7, 2022 | 14 | Mar 25, 2022 | 52 |
| -21.53% | Aug 1, 2024 | 3 | Aug 5, 2024 | 9 | Aug 16, 2024 | 12 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Jackson Financial Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Jackson Financial Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for JXN, comparing it with other companies in the Asset Management industry. Currently, JXN has a P/E ratio of 313.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for JXN compared to other companies in the Asset Management industry. JXN currently has a PEG ratio of 13.1. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for JXN relative to other companies in the Asset Management industry. Currently, JXN has a P/S ratio of 0.8. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |