Share Price | Jackson Financial, Inc. Stock Analysis & Recommendation

Q: What does Jackson Financial, Inc. do?

Overview:Jackson Financial, Inc. operates in the insurance industry and is classified as a small-cap company.Financial Snapshot:- Market Cap: USD 5,996.55 Million- Net Profit: -18 Million (Quarterly Results - Mar 2025)Key Metrics:- P/E: 47.00- Dividend Yield: 0.00%- Debt Equity: -999,999.00- Return on Equity: 1.23%- Price to Book: 0.58Contact Details:No Company Details Available.

Q: Is Jackson Financial, Inc. overvalued or undervalued?

As of 7 August 2025, the valuation grade for Jackson Financial, Inc. has moved from attractive to expensive, indicating a shift towards overvaluation. The company is currently deemed overvalued based on its high P/E ratio of 47, significantly above peers like Globe Life, Inc. at 11.82 and Primerica, Inc. at 12.59. Additionally, Jackson's price-to-book value stands at 0.58, while its EV to sales ratio is 0.33, which further suggests a premium valuation compared to its industry peers.In terms of performance, Jackson Financial has shown strong returns, with a 3-year return of 210.61%, outpacing the S&P 500's 70.41% during the same period. However, over the past year, its return of 14.37% lags behind the S&P 500's 17.14%. This combination of high valuation ratios and mixed performance relative to the benchmark supports the conclusion that Jackson Financial, Inc. is overvalued.

Q: Is Jackson Financial, Inc. technically bullish or bearish?

As of 31 October 2025, the technical trend for Jackson Financial, Inc. has changed from mildly bullish to bullish. The daily moving averages indicate a bullish stance, while the weekly MACD and KST show mildly bearish signals. The Bollinger Bands on a weekly basis are mildly bullish, suggesting some upward momentum. However, the lack of clear signals from the RSI and Dow Theory indicates a mixed outlook. In terms of performance, Jackson Financial's year-to-date return is 15.47%, slightly below the S&P 500's 16.30%, but it has significantly outperformed the benchmark over the last three years with a return of 216.99% compared to 76.66% for the S&P 500. Overall, the current technical stance is bullish, albeit with some caution due to mixed signals in the indicators.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

629.58 k

Shareholding (Sep 2025)

FII

14.91%

Held by 193 FIIs

DII

42.84%

Held by 51 DIIs

Promoter

0.01%

How big is Jackson Financial, Inc.?

22-Jun-2025

As of Jun 18, Jackson Financial, Inc. has a market capitalization of $5,996.55 million, with shareholder's funds of $9,764.00 million and total assets of $319,775.00 million. The company reported net sales of $0.00 million and a net profit of $156.00 million for the latest four quarters.

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What does Jackson Financial, Inc. do?

22-Jun-2025

Jackson Financial, Inc. is a small-cap insurance company with a market cap of approximately $6 billion. As of March 2025, it reported a net profit of -$18 million, a P/E ratio of 47.00, and a return on equity of 1.23%.

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Is Jackson Financial, Inc. overvalued or undervalued?

20-Sep-2025

As of August 7, 2025, Jackson Financial, Inc. is considered overvalued due to its high P/E ratio of 47 compared to peers, despite strong long-term returns, indicating a shift from an attractive to an expensive valuation grade.

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Is Jackson Financial, Inc. technically bullish or bearish?

05-Nov-2025

As of October 31, 2025, Jackson Financial, Inc. shows a bullish trend despite mixed signals from indicators, with a year-to-date return of 15.47%, slightly trailing the S&P 500's 16.30%, but significantly outperforming it over the last three years with a return of 216.99%.

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Compare Jackson Financial, Inc. with Similar Stocks

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Score

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Strong Sell

Sell

Hold

Buy

Strong Buy

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Dashboard

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 30.79%

Positive results in Jun 25

With ROE of 1.23%, it has a expensive valuation with a 0.58 Price to Book Value

Consistent Returns over the last 3 years

Mojo Parameters

Stock DNA

Industry

Insurance

Market cap

USD 7,766 Million (Small Cap)

P/E

47.00

Industry P/E

Dividend Yield

0.00%

Debt Equity

-999,999.00

Return on Equity

5.63%

Price to Book

0.76

Revenue and Profits:

Net Sales:

(Quarterly Results - Jun 2025)

Net Profit:

185 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

16.84%

6 Months

38.78%

1 Year

28.97%

2 Years

138.83%

3 Years

151.29%

4 Years

201.62%

5 Years

0.0%

Jackson Financial, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

-3.37%

EBIT Growth (5y)

EBIT to Interest (avg)

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

Tax Ratio is Negative%

Dividend Payout Ratio

23.84%

Pledged Shares

Institutional Holding

96.53%

ROCE (avg)

ROE (avg)

30.79%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

0.58

EV to EBIT

EV to EBITDA

EV to Capital Employed

0.36

EV to Sales

0.33

PEG Ratio

Dividend Yield

ROCE (Latest)

ROE (Latest)

1.23%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bearish

Bollinger Bands

Mildly Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Mildly Bearish

Dow Theory

Bullish

OBV

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Sep 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 84 Schemes (42.16%)

Foreign Institutions

Held by 193 Foreign Institutions (14.91%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ

Jun'25

Mar'25

Change(%)

Net Sales

0.00

Operating Profit (PBDIT) excl Other Income

0.00

Interest

25.00

Exceptional Items

0.00

Consolidate Net Profit

185.00

-18.00

1,127.78%

Operating Profit Margin (Excl OI)

0.00%

2.10%

-0.21%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Jun 2025 is 0.00% vs 0.00% in Mar 2025

Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is 1,127.78% vs -105.03% in Mar 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'24

Dec'24

Dec'23

Change(%)

Net Sales

0.00

Operating Profit (PBDIT) excl Other Income

0.00

Interest

101.00

109.00

-7.34%

Exceptional Items

0.00

Consolidate Net Profit

976.00

954.00

2.31%

Operating Profit Margin (Excl OI)

343.30%

346.10%

-0.28%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023

Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 2.31% vs -84.68% in Dec 2023

All Annual Results

Company CV

About Jackson Financial, Inc.

Jackson Financial, Inc.

Insurance

No Details Available.

Company Coordinates

No Company Details Available

Jackson Financial, Inc.

1Day

52 Week

CASH

FII

DII

Promoter

How big is Jackson Financial, Inc.?

Watch in Real-Time

What does Jackson Financial, Inc. do?

Is Jackson Financial, Inc. overvalued or undervalued?

Is Jackson Financial, Inc. technically bullish or bearish?

Compare Jackson Financial, Inc. with Similar Stocks

MarketsMojo — Loved in India, Now Global

Dashboard

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 30.79%

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 30.79%

Positive results in Jun 25

With ROE of 1.23%, it has a expensive valuation with a 0.58 Price to Book Value

Consistent Returns over the last 3 years

Mojo Parameters

Stock DNA

Total Returns (Price + Dividend)

Risk Adjusted Returns v/s

News

Announcements

Corporate Actions

Quality key factors

Valuation key factors

Technicals key factors

Shareholding Snapshot : Sep 2025

Shareholding Compare (%holding)

Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ

Annual Results Snapshot (Consolidated) - Dec'24

About Jackson Financial, Inc.

Company Coordinates