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JXN US​
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Jackson Financial Inc. Class A(JXN US)

$139.44+1.431.04%Ext:$132.00-7.445.34%(Market Closed · 01:00:03 UTC)
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JXN US​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings

Jackson Financial Inc. Class A(JXN US)

$139.44+1.431.04%Ext:$132.00-7.445.34%(Market Closed · 01:00:03 UTC)
Ask AI
Doc SearchProfileEntity StructureFinancialsChartingShort InterestEmployees

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Financials & Metrics

FinancialsChartingShort InterestEmployees

Jackson Financial Inc. Class A — Company Profile

Jackson Financial Inc., incorporated in 2006 and based in Lansing, Michigan, specializes in offering a diverse range of annuity products primarily to individual investors across the United States. The company, which was previously known as Brooke (Holdco1) Inc., adopted its current name in July 2020. Its business operations are categorized into three core segments. The Retail Annuities segment delivers retirement savings and income solutions, encompassing offerings such as variable, fixed index, fixed, and immediate payout annuities, alongside registered index-linked annuities and broader lifetime income options. The Institutional Products segment caters to a different client base, providing traditional guaranteed investment contracts, various funding agreements (including those associated with its involvement in the U.S. federal home loan bank program), and medium-term funding agreement-backed notes. Finally, the Closed Life and Annuity Blocks segment manages a portfolio of existing protection products. This includes various life insurance policies – whole, universal, variable universal, and term – as well as fixed, fixed index, and payout annuities, plus a selection of group payout annuities. Beyond these core segments, Jackson Financial Inc. also offers investment management services. The company leverages a comprehensive distribution network to reach its clientele. This network comprises independent broker-dealers, various banking and financial institutions, wirehouses and regional broker-dealers, independent registered investment advisors, third-party platforms, and insurance agents.

Sector
Financials
Industry
Insurance
Exchange
UN
CEO
Laura Louene Prieskorn
Headquarters
Lansing, MI, US
IPO Date
Sep 1, 2021
Employees
3,490
Website
www.jackson.com

Key Metrics

Price
$131.53
Market Cap
$9.17B
Revenue (TTM)
$2.90B
Net Income (TTM)
$-424000000.00
EPS (TTM)
-6.24
P/E (TTM)
-24.59
P/B (TTM)
0.97
Dividend Yield
3.30%
ROE (TTM)
-4.47%
ROA (TTM)
-0.12%
Operating Margin
-13.78%
Beta

Jackson Financial Inc. Class A — Company Profile

Jackson Financial Inc., incorporated in 2006 and based in Lansing, Michigan, specializes in offering a diverse range of annuity products primarily to individual investors across the United States. The company, which was previously known as Brooke (Holdco1) Inc., adopted its current name in July 2020. Its business operations are categorized into three core segments. The Retail Annuities segment delivers retirement savings and income solutions, encompassing offerings such as variable, fixed index, fixed, and immediate payout annuities, alongside registered index-linked annuities and broader lifetime income options. The Institutional Products segment caters to a different client base, providing traditional guaranteed investment contracts, various funding agreements (including those associated with its involvement in the U.S. federal home loan bank program), and medium-term funding agreement-backed notes. Finally, the Closed Life and Annuity Blocks segment manages a portfolio of existing protection products. This includes various life insurance policies – whole, universal, variable universal, and term – as well as fixed, fixed index, and payout annuities, plus a selection of group payout annuities. Beyond these core segments, Jackson Financial Inc. also offers investment management services. The company leverages a comprehensive distribution network to reach its clientele. This network comprises independent broker-dealers, various banking and financial institutions, wirehouses and regional broker-dealers, independent registered investment advisors, third-party platforms, and insurance agents.

Sector
Financials
Industry
Insurance
Exchange
UN
CEO
Laura Louene Prieskorn
Headquarters
Lansing, MI, US
IPO Date
Sep 1, 2021
Employees
3,490
Website
www.jackson.com

Key Metrics

Price
$131.53
Market Cap
$9.17B
Revenue (TTM)
$2.90B
Net Income (TTM)
$-424000000.00
EPS (TTM)
-6.24
P/E (TTM)
-24.59
P/B (TTM)
0.97
Dividend Yield
3.30%
ROE (TTM)
-4.47%
ROA (TTM)
-0.12%
Operating Margin
-13.78%
Beta
0.76

Dividends

Last Dividend
$0.90
Last Yield
0.03%

Summary

Jackson Financial Inc., incorporated in 2006 and based in Lansing, Michigan, specializes in offering a diverse range of annuity products primarily to individual investors across the United States. The company, which was previously known as Brooke (Holdco1) Inc., adopted its current name in July 2020. Its business operations are categorized into three core segments. The Retail Annuities segment delivers retirement savings and income solutions, encompassing offerings such as variable, fixed index, fixed, and immediate payout annuities, alongside registered index-linked annuities and broader lifetime income options. The Institutional Products segment caters to a different client base, providing traditional guaranteed investment contracts, various funding agreements (including those associated with its involvement in the U.S. federal home loan bank program), and medium-term funding agreement-backed notes. Finally, the Closed Life and Annuity Blocks segment manages a portfolio of existing protection products. This includes various life insurance policies – whole, universal, variable universal, and term – as well as fixed, fixed index, and payout annuities, plus a selection of group payout annuities. Beyond these core segments, Jackson Financial Inc. also offers investment management services. The company leverages a comprehensive distribution network to reach its clientele. This network comprises independent broker-dealers, various banking and financial institutions, wirehouses and regional broker-dealers, independent registered investment advisors, third-party platforms, and insurance agents.

Website
www.jackson.com
Location
Lansing, MI, US
Phone517 381 5500
Employees3,490
CEOLaura Louene Prieskorn
Sector
Financials
Industry
Insurance
IPO DateSep 1, 2021

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(836)

Expand
  • Form 144Prieskorn Laura Louene07:17AM
  • 13F-NTNotice of non-filing (institutional investment manager holdings)10 Nov
  • Form 144Prieskorn Laura Louene9 Nov
  • Form 144Prieskorn Laura Louene5 Nov
  • 10-QQ3ended 30 Sept 20263 Nov
  • 8-KResults of Operations and Financial Condition3 Nov
  • 8-KRegulation FD Disclosure3 Nov
  • Form 3Templin Donald C.16 Oct
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers14 Oct
  • Form 3Walta Brian Michael8 Oct
  • Form 4STECHER ESTA E28 Sep
  • Form 4Noles Russell G28 Sep
  • Form 4Lippert Martin J28 Sep
  • Form 4Lawton Drew28 Sep
  • Form 4Kirkland Derek G28 Sep
  • Form 4KANDARIAN STEVEN A28 Sep
  • Form 4Claffee Lily Fu28 Sep
  • Form 4Raub Christopher28 Sep
  • Form 4Prieskorn Laura Louene28 Sep
  • Form 4Cummings Don W28 Sep

News

  • Jackson Financial: Capital Return Momentum Continues01:28AM
  • New Jackson Study Finds the "Sandwich Generation" Squeeze Comes from More Than Two Sides and It's Quietly Draining Retirement Savings10 Nov
  • Jackson Financial Q3 Earnings Call Highlights7 Nov
  • Jackson Financial: 3 Key Takeaways for Long-Term Investors6 Nov
  • Jackson Financial Inc. (JXN) Q3 2026 Earnings Call Transcript4 Nov
  • Jackson Announces Outstanding Third Quarter 2026 Results3 Nov
  • Jackson Announces Fourth Quarter 2026 Common and Preferred Stock Dividends and $1 Billion Increase to Common Share Repurchase Authorization3 Nov
  • JXN.PR.A: Jackson Financial Preferred Rated Buy, Superior To Other Insurance Issues3 Nov
  • Jackson Announces New Annuity Offering for AARP Members2 Nov
  • Jackson Hosts Legal & Compliance Executive Council to Strengthen Industry Collaboration29 Oct
  • QVT Issues Second Report on Jackson Financial (JXN) Subsidiary Brooke Life Reinsurance Co. Underscoring Near-Term Liquidity Challenges28 Oct
  • Jackson Financial Series A Preferreds: An 8% Yield With Lower Near-Term Duration Risk28 Oct
  • Jackson Launches Suite of Fixed Index Annuities Focused on Accumulation26 Oct
  • INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jackson Financial Inc. - JXN22 Oct
  • INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jackson Financial Inc. - JXN20 Oct
  • 12,500 Jackson Financial Inc. $JXN Shares Sold by State of Alaska Department of Revenue20 Oct
  • INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jackson Financial Inc. - JXN15 Oct
  • Don Templin Elected to Jackson's Board of Directors14 Oct
  • INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jackson Financial Inc. - JXN13 Oct
  • JXN Investors with $100,000 in Losses Have Opportunity to Join Jackson Financial Inc. Fraud Investigation with SBS Law11 Oct

Mentions in Filings

  • … ncipal Variable Contracts Funds, Inc. and Principal Exchange-Traded Funds from March 2016 to October 2016. Mr. Lawton has also served as a member of the Compensation and Finance and Risk Committees and Director of <strong>Jackson Financial Inc.</strong> since 2021. Mr. Lawton served in various capacities at New York Life Insurance Company from 2010 to 2015, most recently as a Senior Managing Director and Chief Executive Officer of New York Life Investment Managem …
    iSHARES TRUSTJackson Financial Inc. Class A·485APOS - Post-effective amendment (open-end investment companies)·Q4 26·6 Nov
  • On February 11, 2026, the Company entered into a long-term, strategic investment management partnership (the “Jackson Transaction”) with <strong>Jackson Financial Inc.</strong> (“Jackson”) whereby the Company will serve as an investment manager for select general account assets of subsidiaries of Jackson. In connection with the Transaction, the TPG Operating Group purchased 4,715,554 shares of common stock of Jackson. The fair value of the shares purchased is inc …
    TPG Inc.Jackson Financial Inc. Class A·10-Q - Quarterly report Q3·Q3 26·3 Nov
  • … surance Company is Jackson National Life Insurance Company, a stock life insurance company organized under the laws of the state of Michigan. Jackson National Life Insurance Company is a wholly owned subsidiary of <strong>Jackson Financial Inc.</strong>, a publicly traded life insurance company in the United States. The organizational chart for Jackson Financial Inc. indicates those persons who are under common control with Jackson National Life Insurance Compan …
    Jackson National Life Insurance Co (RILA)Jackson Financial Inc. Class A·N-4 - Variable annuity separate account·Q4 26·30 Oct
  • - 2 - AS OF OCTOBER 1, 2026 UPDATED BY: JACKSON LEGAL, OFFICE OF THE CORPORATE SECRETARY James G. Coulter n/a 6.7% Minority Interest held in <strong>Jackson Financial Inc.</strong> 4 Jon Winkelried n/a 6.7% Minority Interest held in Jackson Financial Inc. 4 TPG GP A, LLC United States (Delaware) 6.7% Minority Interest held in Jackson Financial Inc. 4 Vanguard Capital Management LLC United States (Pennsylvania) 5.22% Minority Interest held in Jackson Financial Inc …
    Jackson National Life Insurance Co (RILA)Jackson Financial Inc. Class A·EX-99.(29) - N-4 - Variable annuity separate account·Q4 26·30 Oct
  • - 2 - AS OF OCTOBER 1, 2026 UPDATED BY: JACKSON LEGAL, OFFICE OF THE CORPORATE SECRETARY James G. Coulter n/a 6.7% Minority Interest held in <strong>Jackson Financial Inc.</strong> 4 Jon Winkelried n/a 6.7% Minority Interest held in Jackson Financial Inc. 4 TPG GP A, LLC United States (Delaware) 6.7% Minority Interest held in Jackson Financial Inc. 4 Vanguard Capital Management LLC United States (Pennsylvania) 5.22% Minority Interest held in Jackson Financial Inc …
    Jackson National Life Insurance Co (RILA)Jackson Financial Inc. Class A·EX-99.(29) - N-4 - Variable annuity separate account·Q4 26·30 Oct
  • surance Company is Jackson National Life Insurance Company, a stock life insurance company organized under the laws of the state of Michigan. Jackson National Life Insurance Company is a wholly owned subsidiary of <strong>Jackson Financial Inc.</strong>, a publicly traded life insurance company in the United States. The organizational chart for Jackson Financial Inc. indicates those persons who are under common control with Jackson National Life Insurance Compan …
    Jackson National Life Insurance Co (RILA)Jackson Financial Inc. Class A·485APOS - Post-effective amendment (open-end investment companies)·Q4 26·16 Oct

Key Stats

Trading

Px/Chg 1D$131.53 / +1.58%
Avg Volume633.83K
Beta0.76
Mkt Cap9.17B
FD Mkt Cap9.36B

Float

Shrs Out/Float69.74M / 62.14M
Short Float0.06%
Days to Cover4.83
Stock Repurchased$227.00M

Current Valuation

EV9.14B
EV/EBITDA-23.03
EV/Sales1.56
P/B0.97
P/S1.56
FCF Yield11.39%
ROE-4.47%
ROA-0.12%
Current Ratio4.78

Dividend

Cash$0.90
Yield3.30%
Yield (TTM)3.30%

Estimates

P/E-24.59
Est P/E0.00
Est EPS5.96
Est PEG0.00

Valuation

Metric5Yr AvgMay '23May '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings-9.380.496.786.43-38.97-21.64
Price / Sales2.250.312.001.973.803.16
Price / Book Value0.670.350.620.620.800.97
Price / Free Cash Flow3.300.581.191.054.908.78
ENTERPRISE VALUE METRICS
Enterprise Value7,310.73,826.58,362.87,448.07,775.09,141.3
Enterprise Value / Sales2.460.392.642.413.713.15
Enterprise Value / EBITDA-6.550.497.846.63-23.35-24.38
Enterprise Value / EBIT-6.550.497.846.63-23.35-24.38

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue5%5,503.09,720.03,165.03,092.06,683.0
Gross Income3.4%4,992.08,908.02,467.02,390.05,712.0
EBITDA—4,393.07,832.01,067.01,123.0-14.0
EBIT—4,382.07,832.01,067.01,123.0-14.0
Net Income-70.2%3,417.06,186.0934.0946.027.0
EPS (Diluted)—35.8969.7510.7611.74-0.24
BALANCE SHEET
Cash & ST Inv-32.3%54,170.046,787.043,110.044,056.053,473.0
Total Assets-1.6%375,559.0314,983.0330,255.0338,450.0352,586.0
Total Liabilities-1.6%364,485.0305,605.0319,921.0328,468.0342,244.0
Total Shareholder Equity-1.1%10,394.08,646.010,170.09,764.09,953.0
CASH FLOW
Net Operating Cash Flow33.3%5,682.05,206.05,310.05,793.05,758.0
Cap Ex—-----
Free Cash Flow33.3%5,682.05,206.05,310.05,793.05,758.0

Enterprise Value Bridge

Millions USD11 Nov '26
Price (As of 11 Nov '26)138.22
Basic Shares69.74
Market Cap9,639.9
Diluted Shares68.46
Fully Diluted Shares Outstanding68.46
Fully Diluted Market Cap9,463.2
+Consolidated Debt2,769.0
−In-the-Money Convertible Debt—
+Capital Leases-
+Operating Leases—
−Cash & Equivalents-4,101.0
−Short-term Investments-58,096.0
+Total Preferred533.0
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest523.0
+Pension Liabilities—
Enterprise Value9,363.9

Segment data

Revenue

by Products and services

  • Retail Annuities Segment76%
  • Closed Life And Annuity Blocks Segment18%
  • Institutional Products Segment6%

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0.76

Dividends

Last Dividend
$0.90
Last Yield
0.03%

Summary

Jackson Financial Inc., incorporated in 2006 and based in Lansing, Michigan, specializes in offering a diverse range of annuity products primarily to individual investors across the United States. The company, which was previously known as Brooke (Holdco1) Inc., adopted its current name in July 2020. Its business operations are categorized into three core segments. The Retail Annuities segment delivers retirement savings and income solutions, encompassing offerings such as variable, fixed index, fixed, and immediate payout annuities, alongside registered index-linked annuities and broader lifetime income options. The Institutional Products segment caters to a different client base, providing traditional guaranteed investment contracts, various funding agreements (including those associated with its involvement in the U.S. federal home loan bank program), and medium-term funding agreement-backed notes. Finally, the Closed Life and Annuity Blocks segment manages a portfolio of existing protection products. This includes various life insurance policies – whole, universal, variable universal, and term – as well as fixed, fixed index, and payout annuities, plus a selection of group payout annuities. Beyond these core segments, Jackson Financial Inc. also offers investment management services. The company leverages a comprehensive distribution network to reach its clientele. This network comprises independent broker-dealers, various banking and financial institutions, wirehouses and regional broker-dealers, independent registered investment advisors, third-party platforms, and insurance agents.

Website
www.jackson.com
Location
Lansing, MI, US
Phone517 381 5500
Employees3,490
CEOLaura Louene Prieskorn
Sector
Financials
Industry
Insurance
IPO DateSep 1, 2021

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(836)

Expand
  • Form 144Prieskorn Laura Louene07:17AM
  • 13F-NTNotice of non-filing (institutional investment manager holdings)10 Nov
  • Form 144Prieskorn Laura Louene9 Nov
  • Form 144Prieskorn Laura Louene5 Nov
  • 10-QQ3ended 30 Sept 20263 Nov
  • 8-KResults of Operations and Financial Condition3 Nov
  • 8-KRegulation FD Disclosure3 Nov
  • Form 3Templin Donald C.16 Oct
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers14 Oct
  • Form 3Walta Brian Michael8 Oct
  • Form 4STECHER ESTA E28 Sep
  • Form 4Noles Russell G28 Sep
  • Form 4Lippert Martin J28 Sep
  • Form 4Lawton Drew28 Sep
  • Form 4Kirkland Derek G28 Sep
  • Form 4KANDARIAN STEVEN A28 Sep
  • Form 4Claffee Lily Fu28 Sep
  • Form 4Raub Christopher28 Sep
  • Form 4Prieskorn Laura Louene28 Sep
  • Form 4Cummings Don W28 Sep

News

  • Jackson Financial: Capital Return Momentum Continues01:28AM
  • New Jackson Study Finds the "Sandwich Generation" Squeeze Comes from More Than Two Sides and It's Quietly Draining Retirement Savings10 Nov
  • Jackson Financial Q3 Earnings Call Highlights7 Nov
  • Jackson Financial: 3 Key Takeaways for Long-Term Investors6 Nov
  • Jackson Financial Inc. (JXN) Q3 2026 Earnings Call Transcript4 Nov
  • Jackson Announces Outstanding Third Quarter 2026 Results3 Nov
  • Jackson Announces Fourth Quarter 2026 Common and Preferred Stock Dividends and $1 Billion Increase to Common Share Repurchase Authorization3 Nov
  • JXN.PR.A: Jackson Financial Preferred Rated Buy, Superior To Other Insurance Issues3 Nov
  • Jackson Announces New Annuity Offering for AARP Members2 Nov
  • Jackson Hosts Legal & Compliance Executive Council to Strengthen Industry Collaboration29 Oct
  • QVT Issues Second Report on Jackson Financial (JXN) Subsidiary Brooke Life Reinsurance Co. Underscoring Near-Term Liquidity Challenges28 Oct
  • Jackson Financial Series A Preferreds: An 8% Yield With Lower Near-Term Duration Risk28 Oct
  • Jackson Launches Suite of Fixed Index Annuities Focused on Accumulation26 Oct
  • INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jackson Financial Inc. - JXN22 Oct
  • INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jackson Financial Inc. - JXN20 Oct
  • 12,500 Jackson Financial Inc. $JXN Shares Sold by State of Alaska Department of Revenue20 Oct
  • INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jackson Financial Inc. - JXN15 Oct
  • Don Templin Elected to Jackson's Board of Directors14 Oct
  • INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Jackson Financial Inc. - JXN13 Oct
  • JXN Investors with $100,000 in Losses Have Opportunity to Join Jackson Financial Inc. Fraud Investigation with SBS Law11 Oct

Mentions in Filings

  • … ncipal Variable Contracts Funds, Inc. and Principal Exchange-Traded Funds from March 2016 to October 2016. Mr. Lawton has also served as a member of the Compensation and Finance and Risk Committees and Director of <strong>Jackson Financial Inc.</strong> since 2021. Mr. Lawton served in various capacities at New York Life Insurance Company from 2010 to 2015, most recently as a Senior Managing Director and Chief Executive Officer of New York Life Investment Managem …
    iSHARES TRUSTJackson Financial Inc. Class A·485APOS - Post-effective amendment (open-end investment companies)·Q4 26·6 Nov
  • On February 11, 2026, the Company entered into a long-term, strategic investment management partnership (the “Jackson Transaction”) with <strong>Jackson Financial Inc.</strong> (“Jackson”) whereby the Company will serve as an investment manager for select general account assets of subsidiaries of Jackson. In connection with the Transaction, the TPG Operating Group purchased 4,715,554 shares of common stock of Jackson. The fair value of the shares purchased is inc …
    TPG Inc.Jackson Financial Inc. Class A·10-Q - Quarterly report Q3·Q3 26·3 Nov
  • … surance Company is Jackson National Life Insurance Company, a stock life insurance company organized under the laws of the state of Michigan. Jackson National Life Insurance Company is a wholly owned subsidiary of <strong>Jackson Financial Inc.</strong>, a publicly traded life insurance company in the United States. The organizational chart for Jackson Financial Inc. indicates those persons who are under common control with Jackson National Life Insurance Compan …
    Jackson National Life Insurance Co (RILA)Jackson Financial Inc. Class A·N-4 - Variable annuity separate account·Q4 26·30 Oct
  • - 2 - AS OF OCTOBER 1, 2026 UPDATED BY: JACKSON LEGAL, OFFICE OF THE CORPORATE SECRETARY James G. Coulter n/a 6.7% Minority Interest held in <strong>Jackson Financial Inc.</strong> 4 Jon Winkelried n/a 6.7% Minority Interest held in Jackson Financial Inc. 4 TPG GP A, LLC United States (Delaware) 6.7% Minority Interest held in Jackson Financial Inc. 4 Vanguard Capital Management LLC United States (Pennsylvania) 5.22% Minority Interest held in Jackson Financial Inc …
    Jackson National Life Insurance Co (RILA)Jackson Financial Inc. Class A·EX-99.(29) - N-4 - Variable annuity separate account·Q4 26·30 Oct
  • - 2 - AS OF OCTOBER 1, 2026 UPDATED BY: JACKSON LEGAL, OFFICE OF THE CORPORATE SECRETARY James G. Coulter n/a 6.7% Minority Interest held in <strong>Jackson Financial Inc.</strong> 4 Jon Winkelried n/a 6.7% Minority Interest held in Jackson Financial Inc. 4 TPG GP A, LLC United States (Delaware) 6.7% Minority Interest held in Jackson Financial Inc. 4 Vanguard Capital Management LLC United States (Pennsylvania) 5.22% Minority Interest held in Jackson Financial Inc …
    Jackson National Life Insurance Co (RILA)Jackson Financial Inc. Class A·EX-99.(29) - N-4 - Variable annuity separate account·Q4 26·30 Oct
  • surance Company is Jackson National Life Insurance Company, a stock life insurance company organized under the laws of the state of Michigan. Jackson National Life Insurance Company is a wholly owned subsidiary of <strong>Jackson Financial Inc.</strong>, a publicly traded life insurance company in the United States. The organizational chart for Jackson Financial Inc. indicates those persons who are under common control with Jackson National Life Insurance Compan …
    Jackson National Life Insurance Co (RILA)Jackson Financial Inc. Class A·485APOS - Post-effective amendment (open-end investment companies)·Q4 26·16 Oct

Key Stats

Trading

Px/Chg 1D$131.53 / +1.58%
Avg Volume633.83K
Beta0.76
Mkt Cap9.17B
FD Mkt Cap9.36B

Float

Shrs Out/Float69.74M / 62.14M
Short Float0.06%
Days to Cover4.83
Stock Repurchased$227.00M

Current Valuation

EV9.14B
EV/EBITDA-23.03
EV/Sales1.56
P/B0.97
P/S1.56
FCF Yield11.39%
ROE-4.47%
ROA-0.12%
Current Ratio4.78

Dividend

Cash$0.90
Yield3.30%
Yield (TTM)3.30%

Estimates

P/E-24.59
Est P/E0.00
Est EPS5.96
Est PEG0.00

Valuation

Metric5Yr AvgMay '23May '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings-9.380.496.786.43-38.97-21.64
Price / Sales2.250.312.001.973.803.16
Price / Book Value0.670.350.620.620.800.97
Price / Free Cash Flow3.300.581.191.054.908.78
ENTERPRISE VALUE METRICS
Enterprise Value7,310.73,826.58,362.87,448.07,775.09,141.3
Enterprise Value / Sales2.460.392.642.413.713.15
Enterprise Value / EBITDA-6.550.497.846.63-23.35-24.38
Enterprise Value / EBIT-6.550.497.846.63-23.35-24.38

Financials

Full Financials
Millions USD5Yr CAGR (%)Dec '21Dec '22Dec '23Dec '24Dec '25
INCOME STATEMENT
Revenue5%5,503.09,720.03,165.03,092.06,683.0
Gross Income3.4%4,992.08,908.02,467.02,390.05,712.0
EBITDA—4,393.07,832.01,067.01,123.0-14.0
EBIT—4,382.07,832.01,067.01,123.0-14.0
Net Income-70.2%3,417.06,186.0934.0946.027.0
EPS (Diluted)—35.8969.7510.7611.74-0.24
BALANCE SHEET
Cash & ST Inv-32.3%54,170.046,787.043,110.044,056.053,473.0
Total Assets-1.6%375,559.0314,983.0330,255.0338,450.0352,586.0
Total Liabilities-1.6%364,485.0305,605.0319,921.0328,468.0342,244.0
Total Shareholder Equity-1.1%10,394.08,646.010,170.09,764.09,953.0
CASH FLOW
Net Operating Cash Flow33.3%5,682.05,206.05,310.05,793.05,758.0
Cap Ex—-----
Free Cash Flow33.3%5,682.05,206.05,310.05,793.05,758.0

Enterprise Value Bridge

Millions USD11 Nov '26
Price (As of 11 Nov '26)138.22
Basic Shares69.74
Market Cap9,639.9
Diluted Shares68.46
Fully Diluted Shares Outstanding68.46
Fully Diluted Market Cap9,463.2
+Consolidated Debt2,769.0
−In-the-Money Convertible Debt—
+Capital Leases-
+Operating Leases—
−Cash & Equivalents-4,101.0
−Short-term Investments-58,096.0
+Total Preferred533.0
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest523.0
+Pension Liabilities—
Enterprise Value9,363.9

Segment data

Revenue

by Products and services

  • Retail Annuities Segment76%
  • Closed Life And Annuity Blocks Segment18%
  • Institutional Products Segment6%

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