Is Jackson Financial (JXN) overvalued or fairly valued?

MarketChacha shows Jackson Financial's valuation in context — a forward P/E of about 4.4, a price-to-book of about 1.0 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Jackson Financial's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (8.84×) from reported figures — education, not a rating.

What is Jackson Financial's revenue?

Jackson Financial reported revenue of $6.7B for FY2025, with net profit of $27.0M, per official filings.

What is the share price of Jackson Financial (JXN)?

Jackson Financial last traded at $123.22 (-0.8% on the day), as of 7/22/2026 — a delayed quote shown for education, not investment advice.

Jackson Financial

JXN · NYSE · Financials · United States

$123.22-0.8%

Delayed · as reported by Yahoo Finance · as of Jul 22, 2026, 7:35 PM

Snapshot

TickerJXN

ExchangeNYSE

SectorFinancials

IndustryInsurance - Life

CountryUnited States

Employees3,090

HeadquartersLansing, United States

Market cap$8.6B

P/B1.0

Volume211.44K

Websitewww.jackson.com

Filings tracked9

About Jackson Financial

Jackson Financial Inc., through its subsidiaries, provides suite of annuities to retail investors in the United States. It operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements backed by commercial paper; funding agreements comprising agreements issued in conjunction with its participation in the U.S. federal home loan bank program; and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. The company also provides investment management services. It sells its products through a distribution network that includes independent broker-dealers, wirehouses, regional broker-dealers, banks, independent registered investment advisors, third-party platforms, and insurance agents. The company was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. Jackson Financial Inc. was incorporated in 2006 and is headquartered in Lansing, Michigan.

Profile as reported by Yahoo Finance.

Who owns it

Insiders1.7%
Institutions96.3%
Public & other2.0%

677 institutional holders

As reported by Yahoo Finance.

Top holders

Blackrock Inc.9.89%
Vanguard Portfolio Management LLC7.83%
TPG GP A, LLC6.76%
Dimensional Fund Advisors LP5.82%
Vanguard Capital Management LLC4.52%
State Street Corporation4.20%
Geode Capital Management, LLC3.13%
Donald Smith & Co., Inc.2.71%

Largest institutional holders, as reported by Yahoo Finance (as of 3/31/2026).

Forensic scorecard

Margin has compressed by about 29.9 points over the period — profitability is trending down.

Cash conversion8.84×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend30.3% → 0.4%

Margin has compressed by about 29.9 points over the period — profitability is trending down.

Return on equity0.3%

Latest ROE of 0.3% is on the low side — the business earns a modest return on shareholder capital.

Growth qualityrev 47% · PAT -83%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $2.0B · EPS 6.03

Est. earnings growth -2.1%

Next fiscal year

Rev $8.4B · EPS 28.02

Est. earnings growth +18.4%

Analyst consensus estimates — not the company's own guidance. As reported by Yahoo Finance.

$82.6552-wk range$126.69

Delayed · as reported by Yahoo Finance

New to these terms?

P/E ROE ROCE Margins Market cap

Browse the Learn hub →

Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Market cap

$8.6B

Day change

-0.8%

Fwd P/E

4.4

P/B

1.0

Div yield

2.90%

Beta

1.33

Revenue (FY2025)

$6.7B

Net margin

0.4%

ROE

0.3%

Revenue CAGR (2y)

+47.2%

Profit CAGR (2y)

-83.0%

EPS (FY2025)

-0.24

Net profit (FY2025)

$27.0M

Market figures: Delayed · as reported by Yahoo Finance. Financials as reported in company filings.

Ask MarketChacha about JXN

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$6.7B	$27.0M	-0.24	0.4%	0.3%
FY2024	$3.3B	$946.0M	11.74	28.9%	9.7%
FY2023	$3.1B	$934.0M	10.76	30.3%	9.2%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q1	$2.9B	$-424.0M	-6.24	-14.6%
2025Q3	$1.4B	$76.0M	0.92	5.4%
2025Q2	$-471.0M	$179.0M	2.34	—
2025Q1	$3.8B	$-24.0M	-0.48	-0.6%
2024Q3	$2.1B	$-469.0M	-6.37	-22.1%
2024Q2	$1.2B	$275.0M	3.43	22.1%
2024Q1	$-322.0M	$795.0M	9.94	—
2023Q3	$2.6B	$2.8B	33.35	107.3%
2023Q2	$380.0M	$1.2B	14.21	320.3%
2023Q1	$-764.0M	$-1.5B	-18.11	—

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Material agreement, Material financial obligation, Exhibits
SEC7/1/2026material
8-K — Executive/director change, Exhibits
SEC6/25/2026material
8-K — Material financial obligation, Exhibits
SEC6/15/2026material
8-K — Shareholder vote results, Exhibits
SEC5/26/2026material
8-K — Results of operations
SEC5/5/2026material
8-K — Reg FD disclosure, Exhibits
SEC5/5/2026material
10-Q filing
SEC5/5/2026
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC4/9/2026material
8-K — Other events, Exhibits
SEC3/27/2026material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed · as reported by yahoo finance) are delayed and shown for reference only. Verify with the linked sources before acting.