Jackson Financial (JXN)

Company Profile

Jackson Financial Inc. (Jackson) is committed to helping Americans grow and protect their retirement savings and income to enable them to pursue financial freedom for life. Jackson is uniquely positioned in its markets because of its differentiated products and its well-known brand among distributors and advisors. Its market leadership is supported by its efficient and scalable operating platform and industry-leading distribution network. Jackson believes these core strengths will enable us to grow profitably as an aging U.S. population transitions into retirement.

Company profile

Ticker

JXN

Exchange

Website

Incorporated

Location

Fiscal year end

Sector

Finance and Insurance > Direct Life Insurance Carriers

Industry (SIC)

Life Insurance

Metlife • Prudential Financial • Corebridge Financial • Brighthouse Financial • Voya Financial • Lincoln National • Genworth Financial • Athene Holding • Protective Life • Reinsurance Group Of America ...

SEC CIK

0001822993

Corporate docs

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Allied Life Brokerage Agency, Inc. • Brier Capital LLC • Brooke Life Insurance Company • Calera XXII, LLC • Calera XXIII, LLC • Catterton Noodles, LLC • Centre Capital Non-Qualified Investors IV AIV-RA, LP • Centre Capital Non-Qualified Investors V AIV-ELS LP • Centre Capital Non-Qualified Investors V LP • CEP IV-A CWV AIV Limited Partnership ...

IRS number

980486152

JXN stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

View all

8-K

Departure of Directors or Certain Officers

30 Dec 22

8-K

Amendments to Articles of Incorporation or Bylaws

10 Nov 22

Regulation FD Disclosure

9 Nov 22

8-K

Jackson Announces Third Quarter 2022 Results

9 Nov 22

EFFECT

Notice of effectiveness

25 Aug 22

424B3

Prospectus supplement

24 Aug 22

CORRESP

Correspondence with SEC

Registration of securities issued in business combination transactions

12 Aug 22

Transcripts

JXN

Earnings call transcript

2022 Q3

11 Nov 22

JXN

Earnings call transcript

2022 Q2

10 Aug 22

JXN

Earnings call transcript

2022 Q1

11 May 22

JXN

Earnings call transcript

2021 Q4

3 Mar 22

Latest ownership filings

View all

Laura Louene Prieskorn

Financial summary

Financial statements Chart JXN financial data

Quarter (USD)	Sep 22	Jun 22	Mar 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2022

JXN institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	237	223	+6.3%
Opened positions	51	66	-22.7%
Closed positions	37	51	-27.5%
Increased positions	85	76	+11.8%
Reduced positions	55	38	+44.7%

13F shares	Current	Prev Q	Change
Total value	2.61 bn	2.39 bn	+9.1%
Total shares	94.93 mm	93.73 mm	+1.3%
Total puts	122.10 k	142.20 k	-14.1%
Total calls	263.20 k	386.90 k	-32.0%
Total put/call ratio	0.5	0.4	+26.2%

Largest owners	Shares	Value	Change
PUK Prudential	16.34 mm	$683.31 mm	0.0%
Apollo Management Holdings GP	8.72 mm	$0.00	0.0%
Vanguard	7.94 mm	$220.27 mm	-0.4%
Apollo Management	7.56 mm	$209.81 mm	0.0%
BLK Blackrock	6.04 mm	$167.60 mm	-12.8%
FMR	5.45 mm	$151.33 mm	+1.5%
Sessa Capital	4.76 mm	$0.00	0.0%
Dodge & Cox	4.17 mm	$115.65 mm	+0.3%
T. Rowe Price	4.10 mm	$113.73 mm	+4.0%
Marshall Wace	2.12 mm	$58.77 mm	+49.3%

Largest transactions	Shares	Bought/sold	Change
STT State Street	0.00	-2.24 mm	EXIT
Arrowstreet Capital, Limited Partnership	976.44 k	+976.44 k	NEW
BLK Blackrock	6.04 mm	-884.76 k	-12.8%
Dimensional Fund Advisors	991.20 k	+830.68 k	+517.5%
LGT Capital Partners	0.00	-717.68 k	EXIT
Marshall Wace	2.12 mm	+698.85 k	+49.3%
MNGPF Man	614.01 k	+614.01 k	NEW
Robeco Institutional Asset Management B.V.	620.00 k	-530.00 k	-46.1%
Renaissance Technologies	1.00 mm	+485.10 k	+93.6%
Two Sigma Investments	938.55 k	+332.88 k	+55.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

JXN insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
30 Dec 22	Don W Cummings	Common Stock	Sell	Dispose S	No	Yes	35.29	2,660	93.87 k	25,625.77
27 Dec 22	Scott Romine	Common Stock	Payment of exercise	Dispose F	No	No	34.55	1,054.87	36.45 k	50,504.67
19 Dec 22	Paul Chadwick Myers	Common Stock	Payment of exercise	Dispose F	No	No	34.08	1,904.93	64.92 k	382,780.97
19 Dec 22	Paul Chadwick Myers	Common Stock	Payment of exercise	Dispose F	No	No	34.08	1,261.56	42.99 k	384,685.9
19 Dec 22	Bradley Olan Harris	Common Stock	Payment of exercise	Dispose F	No	No	34.08	376.03	12.82 k	87,258.8
19 Dec 22	Bradley Olan Harris	Common Stock	Payment of exercise	Dispose F	No	No	34.08	324.1	11.05 k	87,634.83
19 Dec 22	Scott Romine	Common Stock	Payment of exercise	Dispose F	No	No	34.08	531.36	18.11 k	51,559.54
19 Dec 22	Scott Romine	Common Stock	Payment of exercise	Dispose F	No	No	34.08	264.35	9.01 k	52,090.9
19 Dec 22	Scott Romine	Common Stock	Payment of exercise	Dispose F	No	No	34.08	226.89	7.73 k	52,355.25