Jackson Financial, Inc. (JXN)
NYSEFinancialsInsurance - LifeSnapshot 2026-11-05
$132.73-3.36%
Close 2026-11-05 · 1-day change
NYSEFinancialsInsurance - LifeSnapshot 2026-11-05
QuarterlyIQ Insights · JXN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -44.2% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 25.4% |
Growth built into the price is above our model estimate.
The price assumes 69.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 8 industry peers · Company calendar date is not available
JXN — director transition
Dated 2026-10-14
Director — Donald C. Templin: The filing discloses the election of a new independent director to fill a vacancy, which is a routine board composition change rather than the departure of a senior executive.
Why it matters: Q2 sales rose 34% year over year, led by record RILA sales. A drop would test the strength of that demand.
Watch forQ3 retail annuity sales exceed $5.9 billion, the Q2 2026 level.
Also watch forQ3 retail annuity sales fall below $5.9 billion.
Why it matters: JNL reported a 538% RBC ratio in Q2, down from 554% in Q1. The next result will show whether the decline continues.
Watch forThe next reported JNL RBC ratio stays above 538%, the Q2 level.
Also watch forThe next reported JNL RBC ratio falls below 500%.
Why it matters: The report can show whether adjusted earnings stay near Q2's record $7.30 per share. Q1 earnings were $5.15 per share.
Watch forQ3 adjusted operating earnings per share are at least $7.30.
Also watch forQ3 adjusted operating earnings per share are below $5.15.
Why it matters: Jackson set a $900 million to $1.1 billion capital return target. It returned $547 million in the first half.
Supportive ifBy year-end 2026, dividends and share repurchases total at least $900 million.
Worry ifBy year-end 2026, dividends and share repurchases total less than $900 million.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$120 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $293 loss on $10,000 · 2.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,631 loss on $10,000 · 16.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Jackson set a $1.2 billion full-year cash flow target. The first half brought in $575 million.
Supportive ifIn the 2026 year-end results, free cash flow is at or above $1.2 billion.
Worry ifIn the 2026 year-end results, free cash flow is below $1.2 billion.
Why it matters: PPM's assets grew 21% year over year to $101.1 billion. Jackson linked growth to spread-product sales and outside clients.
Supportive ifA later company report shows PPM AUM above $100 billion and higher than the prior-year level.
Worry ifA later company report shows PPM AUM at or below $100 billion, or below the prior-year level.