JACKSON FINANCIAL INC-A (JXN) Stock Fundamental Analysis

NYSE:JXN • US46817M1071

114.35 USD
+0.55 (+0.48%)
Last: Feb 17, 2026, 12:51 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Taking everything into account, JXN scores 5 out of 10 in our fundamental rating. JXN was compared to 97 industry peers in the Financial Services industry. The financial health of JXN is average, but there are quite some concerns on its profitability. A decent growth rate in combination with a cheap valuation! Better keep an eye on JXN.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • In the past year JXN was profitable.
  • JXN had a positive operating cash flow in the past year.
  • Of the past 5 years JXN 4 years were profitable.
  • In the past 5 years JXN always reported a positive cash flow from operatings.
JXN Yearly Net Income VS EBIT VS OCF VS FCFJXN Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B -2B 4B 6B

1.2 Ratios

  • JXN has a Return On Assets of 0.15%. This is in the lower half of the industry: JXN underperforms 69.07% of its industry peers.
  • JXN's Return On Equity of 5.20% is on the low side compared to the rest of the industry. JXN is outperformed by 60.82% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 0.19%, JXN is doing worse than 65.98% of the companies in the same industry.
  • JXN had an Average Return On Invested Capital over the past 3 years of 0.78%. This is significantly below the industry average of 8.38%.
Industry RankSector Rank
ROA 0.15%
ROE 5.2%
ROIC 0.19%
ROA(3y)0.78%
ROA(5y)0.55%
ROE(3y)27.99%
ROE(5y)19.45%
ROIC(3y)0.78%
ROIC(5y)N/A
JXN Yearly ROA, ROE, ROICJXN Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 40 60

1.3 Margins

  • JXN has a Profit Margin of 10.54%. This is comparable to the rest of the industry: JXN outperforms 51.55% of its industry peers.
  • In the last couple of years the Profit Margin of JXN has declined.
  • JXN's Operating Margin of 17.18% is fine compared to the rest of the industry. JXN outperforms 62.89% of its industry peers.
  • In the last couple of years the Operating Margin of JXN has declined.
Industry RankSector Rank
OM 17.18%
PM (TTM) 10.54%
GM N/A
OM growth 3Y-8.23%
OM growth 5YN/A
PM growth 3Y-7.29%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
JXN Yearly Profit, Operating, Gross MarginsJXN Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20 -20 40 -40 -60

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ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. Health

2.1 Basic Checks

  • The number of shares outstanding for JXN has been reduced compared to 1 year ago.
  • Compared to 5 years ago, JXN has less shares outstanding
  • JXN has a better debt/assets ratio than last year.
JXN Yearly Shares OutstandingJXN Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M
JXN Yearly Total Debt VS Total AssetsJXN Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 100B 200B 300B

2.2 Solvency

  • The Debt to FCF ratio of JXN is 0.36, which is an excellent value as it means it would take JXN, only 0.36 years of fcf income to pay off all of its debts.
  • JXN has a Debt to FCF ratio of 0.36. This is amongst the best in the industry. JXN outperforms 84.54% of its industry peers.
  • JXN has a Debt/Equity ratio of 0.20. This is a healthy value indicating a solid balance between debt and equity.
  • JXN has a better Debt to Equity ratio (0.20) than 60.82% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.2
Debt/FCF 0.36
Altman-Z N/A
ROIC/WACCN/A
WACCN/A
JXN Yearly LT Debt VS Equity VS FCFJXN Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B 10B

2.3 Liquidity

Industry RankSector Rank
Current Ratio N/A
Quick Ratio N/A
JXN Yearly Current Assets VS Current LiabilitesJXN Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 24.58% over the past year.
  • JXN shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -29.74% yearly.
  • JXN shows a strong growth in Revenue. In the last year, the Revenue has grown by 29.15%.
  • Measured over the past years, JXN shows a decrease in Revenue. The Revenue has been decreasing by -1.27% on average per year.
EPS 1Y (TTM)24.58%
EPS 3Y-29.74%
EPS 5YN/A
EPS Q2Q%33.91%
Revenue 1Y (TTM)29.15%
Revenue growth 3Y-29.15%
Revenue growth 5Y-1.27%
Sales Q2Q%-33.65%

3.2 Future

  • JXN is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.34% yearly.
  • Based on estimates for the next years, JXN will show a small growth in Revenue. The Revenue will grow by 4.96% on average per year.
EPS Next Y17.29%
EPS Next 2Y12.81%
EPS Next 3Y13.35%
EPS Next 5Y12.34%
Revenue Next Year2.27%
Revenue Next 2Y5.46%
Revenue Next 3Y5.09%
Revenue Next 5Y4.96%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
JXN Yearly Revenue VS EstimatesJXN Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5B 10B
JXN Yearly EPS VS EstimatesJXN Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 2029 10 20 30

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Find the best growth stocksShow best growing peers

8

4. Valuation

4.1 Price/Earnings Ratio

  • JXN is valuated cheaply with a Price/Earnings ratio of 5.50.
  • JXN's Price/Earnings ratio is rather cheap when compared to the industry. JXN is cheaper than 92.78% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.19. JXN is valued rather cheaply when compared to this.
  • The Price/Forward Earnings ratio is 4.78, which indicates a rather cheap valuation of JXN.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of JXN indicates a rather cheap valuation: JXN is cheaper than 91.75% of the companies listed in the same industry.
  • When comparing the Price/Forward Earnings ratio of JXN to the average of the S&P500 Index (28.06), we can say JXN is valued rather cheaply.
Industry RankSector Rank
PE 5.5
Fwd PE 4.78
JXN Price Earnings VS Forward Price EarningsJXN Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Price/Free Cash Flow ratio, JXN is valued cheaper than 100.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF 1.37
EV/EBITDA N/A
JXN Per share dataJXN EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 50 100 150

4.3 Compensation for Growth

  • JXN's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as JXN's earnings are expected to grow with 13.35% in the coming years.
PEG (NY)0.32
PEG (5Y)N/A
EPS Next 2Y12.81%
EPS Next 3Y13.35%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • JXN has a Yearly Dividend Yield of 2.85%.
  • JXN's Dividend Yield is a higher than the industry average which is at 2.23.
  • JXN's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 2.85%

5.2 History

  • JXN has been paying a dividend for over 5 years, so it has already some track record.
  • JXN has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years3
Div Non Decr Years3
JXN Yearly Dividends per shareJXN Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 1 2 3

5.3 Sustainability

  • JXN pays out 49.62% of its income as dividend. This is a bit on the high side, but may be sustainable.
DP49.62%
EPS Next 2Y12.81%
EPS Next 3Y13.35%
JXN Yearly Income VS Free CF VS DividendJXN Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B 4B
JXN Dividend Payout.JXN Dividend Payout, showing the Payout Ratio.JXN Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

JACKSON FINANCIAL INC-A

NYSE:JXN (2/17/2026, 12:51:07 PM)

114.35

+0.55 (+0.48%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)11-04
Earnings (Next)02-18
Inst Owners94.62%
Inst Owner Change-2.22%
Ins Owners1.5%
Ins Owner Change1.57%
Market Cap7.77B
Revenue(TTM)5.05B
Net Income(TTM)532.00M
Analysts74.29
Price Target124.1 (8.53%)
Short Float %4.57%
Short Ratio5.96
Dividend
Industry RankSector Rank
Dividend Yield 2.85%
Yearly Dividend3.35
Dividend Growth(5Y)N/A
DP49.62%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)7.88%
Min EPS beat(2)3.92%
Max EPS beat(2)11.83%
EPS beat(4)3
Avg EPS beat(4)3.13%
Min EPS beat(4)-5.7%
Max EPS beat(4)11.83%
EPS beat(8)5
Avg EPS beat(8)1.87%
EPS beat(12)7
Avg EPS beat(12)0.38%
EPS beat(16)10
Avg EPS beat(16)6.5%
Revenue beat(2)1
Avg Revenue beat(2)-6.85%
Min Revenue beat(2)-23.42%
Max Revenue beat(2)9.72%
Revenue beat(4)2
Avg Revenue beat(4)-21.57%
Min Revenue beat(4)-82.9%
Max Revenue beat(4)10.33%
Revenue beat(8)5
Avg Revenue beat(8)-9.48%
Revenue beat(12)6
Avg Revenue beat(12)-29.36%
Revenue beat(16)9
Avg Revenue beat(16)5.13%
PT rev (1m)7.43%
PT rev (3m)13.5%
EPS NQ rev (1m)2.48%
EPS NQ rev (3m)2.05%
EPS NY rev (1m)1.23%
EPS NY rev (3m)4.09%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)4.24%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-1.24%
Valuation
Industry RankSector Rank
PE 5.5
Fwd PE 4.78
P/S 1.54
P/FCF 1.37
P/OCF 1.37
P/B 0.76
P/tB 0.76
EV/EBITDA N/A
EPS(TTM)20.78
EY18.17%
EPS(NY)23.92
Fwd EY20.92%
FCF(TTM)83.3
FCFY72.85%
OCF(TTM)83.3
OCFY72.85%
SpS74.24
BVpS150.49
TBVpS150.49
PEG (NY)0.32
PEG (5Y)N/A
Graham Number265.26
Profitability
Industry RankSector Rank
ROA 0.15%
ROE 5.2%
ROCE 0.25%
ROIC 0.19%
ROICexc 0.2%
ROICexgc 0.78%
OM 17.18%
PM (TTM) 10.54%
GM N/A
FCFM 112.21%
ROA(3y)0.78%
ROA(5y)0.55%
ROE(3y)27.99%
ROE(5y)19.45%
ROIC(3y)0.78%
ROIC(5y)N/A
ROICexc(3y)0.79%
ROICexc(5y)N/A
ROICexgc(3y)3.17%
ROICexgc(5y)N/A
ROCE(3y)0.98%
ROCE(5y)N/A
ROICexgc growth 3Y-33.65%
ROICexgc growth 5YN/A
ROICexc growth 3Y-32.64%
ROICexc growth 5YN/A
OM growth 3Y-8.23%
OM growth 5YN/A
PM growth 3Y-7.29%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score8
Asset Turnover0.01
Health
Industry RankSector Rank
Debt/Equity 0.2
Debt/FCF 0.36
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 3.47
Cash Conversion N/A
Profit Quality 1064.29%
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score8
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)441.43%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)24.58%
EPS 3Y-29.74%
EPS 5YN/A
EPS Q2Q%33.91%
EPS Next Y17.29%
EPS Next 2Y12.81%
EPS Next 3Y13.35%
EPS Next 5Y12.34%
Revenue 1Y (TTM)29.15%
Revenue growth 3Y-29.15%
Revenue growth 5Y-1.27%
Sales Q2Q%-33.65%
Revenue Next Year2.27%
Revenue Next 2Y5.46%
Revenue Next 3Y5.09%
Revenue Next 5Y4.96%
EBIT growth 1Y173.1%
EBIT growth 3Y-34.98%
EBIT growth 5YN/A
EBIT Next Year12.54%
EBIT Next 3Y4.2%
EBIT Next 5YN/A
FCF growth 1Y-4.7%
FCF growth 3Y0.65%
FCF growth 5Y5.81%
OCF growth 1Y-4.7%
OCF growth 3Y0.65%
OCF growth 5Y5.81%

JACKSON FINANCIAL INC-A / JXN FAQ

What is the fundamental rating for JXN stock?

ChartMill assigns a fundamental rating of 5 / 10 to JXN.


What is the valuation status for JXN stock?

ChartMill assigns a valuation rating of 8 / 10 to JACKSON FINANCIAL INC-A (JXN). This can be considered as Undervalued.


How profitable is JACKSON FINANCIAL INC-A (JXN) stock?

JACKSON FINANCIAL INC-A (JXN) has a profitability rating of 3 / 10.


Can you provide the financial health for JXN stock?

The financial health rating of JACKSON FINANCIAL INC-A (JXN) is 4 / 10.


How sustainable is the dividend of JACKSON FINANCIAL INC-A (JXN) stock?

The dividend rating of JACKSON FINANCIAL INC-A (JXN) is 5 / 10 and the dividend payout ratio is 49.62%.