Jackson Financial, Inc. (JXN)
NYSEFinancialsInsurance - LifeSnapshot 2026-09-04
$140.63+0.92%
Close 2026-09-04 · 1-day change
NYSEFinancialsInsurance - LifeSnapshot 2026-09-04
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 | -44.7% |
| Our one-year growth estimate | diamond | 24.3% |
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 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
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.
Growth built into the price is above our model estimate.
The price assumes 69.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 13 industry peers · Company calendar date is not available
JXN — CEO transition
Dated 2026-07-22
CEO and President — Laura L. Prieskorn: Laura L. Prieskorn is retiring as CEO and President, succeeded by Don W. Cummings.
Why it matters: A lower capital return may show less trust in financial health and shareholder value.
Worry ifCapital return was below $900 million for 2026.
Less concerning ifCapital return reported at or above $900 million for 2026.
Why it matters: A drop in revenue growth could signal a slowdown in the financial sector.
Worry ifRevenue growth falls below the median of 12% over the next quarter.
Less concerning ifRevenue growth remains above the median of 12%.
Why it matters: Slower growth in PPM assets may mean trouble for the asset management business.
Worry ifPPM AUM growth is above 20% year over year.
Less concerning ifPPM AUM growth falls below 20% year over year.
Why it matters: This will show if the company is on track to meet its $1.2 billion target for 2026.
Supportive ifFree cash flow generation of $300 million or more in Q3 2026.
Worry ifFree cash flow generation falls below $200 million in Q3 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$135 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $311 loss on $10,000 · 3.1% | 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: Achieving this target would keep the company on track for its annual capital return goals.
Supportive ifQ2 capital return reported at $300 million or more.
Worry ifQ2 capital return was under $250 million.
Why it matters: Sector revenue growth impacts JXN's performance. A drop below median signals trouble.
Worry ifSector revenue growth reported below its median of 13% year over year.
Less concerning ifSector revenue growth is still above the median. This shows continued strength.
Why it matters: The RBC ratio is a key measure of financial health. A stable or improving ratio indicates strong capital management.
Watch forRBC ratio improves above 554% in Q2 2026.
Also watch forRBC ratio declines below 500% in Q2 2026.
Why it matters: The new CEO may shift priorities or strategies. This could affect investor confidence and company performance.
Watch forNew CEO Don W. Cummings outlines a clear strategic vision that aligns with growth targets.
Also watch forThe new CEO does not share a clear plan. This creates uncertainty for investors.
Why it matters: Higher adjusted operating earnings per share show better performance. This means more profit.
Supportive ifAdjusted operating earnings per share exceeds $5.94 in Q2 2026.
Worry ifAdjusted operating earnings per share falls below $5.15 in Q2 2026.
Why it matters: The new CEO's vision will shape the company's direction and investor confidence.
Watch forThe new CEO presents a clear, actionable strategic plan during the Q3 earnings call.
Also watch forThe new CEO provides vague or no strategic direction during the Q3 earnings call.
Why it matters: A slowdown in retail annuity sales growth may show less demand in the market.
Worry ifQ3 retail annuity sales growth is less than 30% year over year.
Less concerning ifRetail annuity sales growth remains above 30% year over year.
Why it matters: Falling short of the free cash flow target could impact capital return plans and investor confidence.
Worry ifFree cash flow generation is at or above $1.2 billion for 2026.
Less concerning ifFree cash flow generation falls below $1 billion for 2026.