Latest revenue
$28.0M
as of 2026-03-31
Latest net income
$-424.0M
as of 2026-03-31
Net margin
-1514.3%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $7.46B
- Enterprise value
- $7.46B
- P/E (trailing)
- 276.3×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 3.1%
- 52-wk high
- $123.61
- 52-wk low
- $80.25
- Beta
- —
- Shares out
- 69.7M
5-year trend
What this company does
Item 1. Business Overview Jackson Financial Inc. (“Jackson Financial” or “JFI”) is a financial services company focused on helping Americans in the United States (“U.S.”) secure their financial futures. We believe we are well-positioned in our markets because of our differentiated products and our well-known brand among distributors and advisors. Our market position is supported by our efficient and scalable operating platform and industry-leading distribution network. We are confident these core strengths will enable us to grow as an aging U.S. population transitions into retirement. We refer to Jackson Financial and its subsidiaries and affiliates collectively, as the “Company,” “we,”…
AI summary unavailable — showing raw filing excerpt
Generated from JXN's filing dated 2026-02-24
Key risks
Item 1A. Risk Factors You should carefully consider the risk factors below, in addition to the other information in this Form 10-K, when evaluating our Company. These risk factors are important to understanding this Form 10-K and other reports we file with the SEC, as well as understanding our business. The risks described below are not the only ones we face. We also more generally face risks faced by companies engaged in financial services, insurance and other businesses, including the effects of disasters, catastrophes, terrorist acts, epidemics and pandemics on us, our vendors and third parties; adverse outcomes from internal and external vendor operational risks; our ability to recruit,…
AI summary unavailable — showing raw filing excerpt
Generated from JXN's filing dated 2026-02-24
Profitability
Net margin
0.4%
98.6%Return on equity
0.3%
97.2%Return on assets
4.3%
1423.6%Leverage
Debt / equity
-0.94×
102.8%Long-term debt / equity
0.20×
2.1%Debt / assets
-1469.9%
1613.5%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $28.0M | -30.0% | $-424.0M | -1666.7% | -1514.3% |
Q4 2025 2025-12-31 | $6.57B | +107.6% | $-180.0M | -152.2% | -2.7% |
Q3 2025 2025-09-30 | $31.0M | 0.0% | $76.0M | +116.2% | 245.2% |
Q2 2025 2025-06-30 | $40.0M | +8.1% | $155.0M | -43.6% | 387.5% |
Q1 2025 2025-03-31 | $40.0M | +5.3% | $-24.0M | -103.0% | -60.0% |
Q4 2024 2024-12-31 | $3.17B | — | $345.0M | — | 10.9% |
Q3 2024 2024-09-30 | $31.0M | -3.1% | $-469.0M | -118.8% | -1512.9% |
Q2 2024 2024-06-30 | $37.0M | -28.8% | $275.0M | +198.2% | 743.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Life Insurance · SIC 6311
Your notes
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Insider activity
Insider buying
$0
Insider selling
$2.0M
Net activity
−$2.0M
Distinct insiders
3
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns JXN
Institutional value
$3.44B
Total shares held
35.7M
Distinct holders
342
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.9M | $729.5M | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5M | $577.6M | — | New |
| 3 | DIMENSIONAL FUND ADVISORS LP | 4.1M | $429.2M | — | New |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $333.5M | — | New |
| 5 | HSBC HOLDINGS PLC | 1.5M | $156.5M | — | New |
| 6 | FEDERATED HERMES, INC. | 1.1M | $114.8M | — | New |
| 7 | Bank of New York Mellon Corp | 910.9K | $96.3M | — | New |
| 8 | JPMORGAN CHASE & CO | 490.3K | $50.5M | — | New |
| 9 | VANGUARD FIDUCIARY TRUST CO | 456.5K | $48.3M | — | New |
| 10 | Nuveen, LLC | 432.3K | $45.7M | — | New |
| 11 | PRINCIPAL FINANCIAL GROUP INC | 344.0K | $36.4M | — | New |
| 12 | Invesco Ltd. | 323.9K | $34.2M | — | New |
| 13 | Public Sector Pension Investment Board | 297.9K | $31.5M | — | New |
| 14 | WEDGE CAPITAL MANAGEMENT L L P/NC | 291.7K | $30.8M | — | New |
| 15 | SEI INVESTMENTS CO | 252.8K | $26.7M | — | New |
| 16 | Four Tree Island Advisory LLC | 231.8K | $24.5M | — | New |
| 17 | FIRST TRUST ADVISORS LP | 225.3K | $23.8M | — | New |
| 18 | Russell Investments Group, Ltd. | 224.9K | $23.5M | — | New |
| 19 | Allianz Asset Management GmbH | 216.4K | $22.9M | — | New |
| 20 | RHUMBLINE ADVISERS | 209.2K | $22.1M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once JXN's latest filing finishes processing.