- ISIN
- US46817M1071
- CUSIP
- 46817M107
- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- Sep 1, 2021
Highlights
- Market Cap
- $8.53B
- Enterprise Value
- $5.02B
- EPS (TTM)
- -$8.20
- Total Revenue (TTM)
- $5.86B
- Gross Profit (TTM)
- $5.39B
- EBITDA (TTM)
- -$22.00M
- Year Range
- $83.67 - $126.69
- Target Price
- $120.00
- ROA (TTM)
- -0.11%
- ROE (TTM)
- -4.04%
- Avg. Volume (1M)
- 616K
- Avg. Volume Value (1M)
- $73.11M
Share Price Chart
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Performance
JXN Performance Chart
Jackson Financial Inc. (JXN) is up 16.6% since the beginning of the year. At $122 per share, JXN is trading 3.5% below its 52-week high of $127.
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Returns By Period
Jackson Financial Inc. (JXN) has returned 16.63% so far this year and 50.40% over the past 12 months.
Jackson Financial Inc.
- 1D
- 0.31%
- 1M
- 17.05%
- 6M
- 4.60%
- YTD
- 16.63%
- 1Y
- 50.40%
- 3Y*
- 61.55%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 44.81%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
JXN Monthly Returns History
Based on dividend-adjusted daily data since Sep 1, 2021, JXN's average daily return is +0.19%, while the average monthly return is +3.87%. At this rate, an investment would double in approximately 1.5 years.
Historically, 61% of months were positive and 39% 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 Sep 1, 2021 with a return of +25.8%, 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% | 9.51% | -10.94% | 0.15% | 19.43% | 16.63% | |||||
| 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 | 4.00% | 4.12% | 18.59% | 32.12% | 69.65% |
Benchmark Metrics
Jackson Financial Inc. has an annualized alpha of 35.22%, beta of 1.46, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since September 01, 2021.
- This stock captured 150.83% of S&P 500 Index gains but only 9.79% of its losses - a favorable profile for investors.
- R2 of 0.30 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
- 35.22%
- Beta
- 1.46
- R²
- 0.30
- Upside Capture
- 150.83%
- Downside Capture
- 9.79%
Return for Risk
Risk / Return Rank
JXN ranks 81 for risk / return — above 81% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Jackson Financial Inc. (JXN) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JXN | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | 2.00 | +0.73 |
| Martin ratioReturn relative to average drawdown | 5.77 | 8.49 | -2.72 |
Dividends
Dividend History
Jackson Financial Inc. provided a 2.78% dividend yield over the last twelve months, with an annual payout of $3.40 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $3.40 | $3.20 | $2.80 | $2.48 | $2.20 | $0.50 |
Dividend yield | 2.78% | 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 | $0.00 | $0.00 | $0.90 | $0.00 | $1.80 | |||||
| 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 |
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 2.72%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-48.34%Jul 2022 | 3mo 18d | 6mo 22d | 10mo 10dMar 2022 - Feb 2023 | Bear market2022 |
-41.52%May 2023 | 3mo 9d | 6mo | 9mo 9dFeb 2023 - Nov 2023 | — |
-37.09%Apr 2025 | 4mo 28d | 9mo 6d | 1y 1moNov 2024 - Jan 2026 | 2025 selloff2025 |
-23.00%Mar 2022 | 1mo 25d | 18d | 2mo 13dJan 2022 - Mar 2022 | Bear market2022 |
-21.53%Aug 2024 | 4d | 11d | 15dAug 2024 - Aug 2024 | — |
Drawdown Indicators
| JXN | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.34% | -56.78% | +8.44% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -9.10% | -7.21% |
Max Drawdown (3Y)Largest decline over 3 years | -37.09% | -18.90% | -18.19% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -2.72% | -1.58% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -14.84% | -10.70% | -4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.72% | 2.14% | +5.58% |
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.
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 1.0. 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 | — |
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