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What this page is: Delvantic's full research page for Jackson Financial Inc. (JXN) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.
Page map (sections in order; each card carries a stable
reference-name attribute you can cite):
profile-header/price-overview— company profile, live quote, market capextended-analysis— the core: three AI lens reads with findings, scores, and the analyst memofuture-predictions— our forward price-band predictionsmarket-narrative/ai-findings/gpt-critique— narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)- Members-only sections (render as login gates for anonymous readers):
price-history,income-trend,key-metrics,financials(statement tables),insider-trading. The analysis above is public; the raw data tables require a free account.
More for machine readers: site briefing at
/llms.txt ·
any ticker resolves at delvantic.com/stock/TICKER ·
raw inputs are public-company filings and market data (via licensed data feeds);
every model, score, lens read, and prediction on this page is Delvantic's own analysis.
Financial Services · Insurance - Life
Lansing, MI 48951, United States
jackson.com
Price
$131.09
Market Cap
$8.8B
Employees
3,090
Beta
1.31
Avg Volume
658,563
Last Dividend
$3.40
CEO
Ms. Laura Louene Prieskorn
Jackson Financial Inc. is a prominent provider within the financial services sector, specializing in retirement solutions and insurance products. The company focuses on delivering a range of variable annuities and fixed index annuities designed to help individuals secure their financial futures. Jackson Financial's products play a critical role in retirement planning, offering policyholders the potential for income growth while safeguarding against market downturns. The company operates primarily in the United States, leveraging a robust distribution network that includes financial advisors and independent brokers. Jackson Financial Inc.'s significance in the market is underscored by its commitment to innovation and customer-centric service, positioning itself as a leading force in enhancing financial security for retirees.
Runs with full report
Earnings Schedule
Checked daily · calendar updated Aug 11 No upcoming print on the calendar yet — companies typically confirm a few weeks ahead. Last print was Aug 3, 2026.
EPS surprise history — vs analyst consensus · 5 prints of vendor history
+12.8%
Feb '26
+445.5%
Mar '26
-13.6%
May '26
+13.1%
Jun '26
+26.7%
Aug '26
| Print date | EPS est. | EPS actual | Revenue est. | Revenue actual |
|---|---|---|---|---|
| Aug 3, 2026 | $5.76 | $7.30 +26.7% | — | — |
| Jun 4, 2026 | $1.45 | $1.64 +13.1% | — | — |
| May 5, 2026 | $5.96 | $5.15 -13.6% | — | — |
| Mar 6, 2026 | $-0.22 | $0.76 +445.5% | — | — |
| Feb 18, 2026 | $5.86 | $6.61 +12.8% | — | — |
Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.
Recent SEC Filings
| Filed | Form | Document |
|---|---|---|
| Aug 6, 2026 | 4 | View |
| Aug 6, 2026 | 13F-NT | View |
| Aug 3, 2026 | 10-Q | View |
| Aug 3, 2026 | 8-K | View |
| Aug 3, 2026 | 8-K | View |
| Jul 22, 2026 | 8-K | View |
| Jul 1, 2026 | 8-K | View |
| Jun 29, 2026 | 4 | View |
| Jun 29, 2026 | 4 | View |
| Jun 29, 2026 | 4 | View |
| Jun 29, 2026 | 4 | View |
| Jun 29, 2026 | 4 | View |
Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.
Price Overview
Last updated: Aug 11, 2026 10:40am (just now)
Current data · timestamped when a report runs
$131.09
Change · Aug 11
+0.69 (+0.53%)
Day Range
$129.46 – $132.36
52-Week Range
$89.67 – $137.99
50-Day MA
$115.30
200-Day MA
$109.21
Volume
2,433.00
Share Structure
Outstanding
68,185,286.00
Float
60,036,113.00
Free Float
88.0%
High free float
— 88.0% of shares trade freely, ~12% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
TD Twelve Data statement
HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEXStock Price / EPS (Diluted)
-546.21
Stock Price: $131.09
EPS (Diluted): -0.24
EPS (Diluted): -0.24
P/B Ratio (Price vs net asset value)
HEXStock Price / Book Value Per Share
1.43
Stock Price: $131.09
Total Equity: $10.34B
Shares: 112,500,000
Total Equity: $10.34B
Shares: 112,500,000
EV/EBITDA (Total value vs operating profit)
HEXEnterprise Value / EBITDA
—
Market Cap: $8.83B
Total Debt: $2.03B
Cash: $5.70B
EBITDA: N/A
Total Debt: $2.03B
Cash: $5.70B
EBITDA: N/A
EBITDA not available
Enterprise Value (Takeover price (cap + debt - cash))
HEXMarket Cap + Total Debt - Cash
$5.2B
Market Cap: $8.83B
Total Debt: $2.03B
Cash: $5.70B
Total Debt: $2.03B
Cash: $5.70B
Gross Margin (Revenue left after direct costs)
HEXGross Profit / Revenue
—
Gross Profit: N/A
Revenue: $6.51B
Revenue: $6.51B
Missing from API: Gross Profit
Operating Margin (Revenue left after all operations)
HEXOperating Income / Revenue
—
Operating Income: N/A
Revenue: $6.51B
Revenue: $6.51B
Missing from API: Operating Income
Net Margin (Revenue left as actual profit)
HEXNet Income / Revenue
0.4%
Net Income: $27.00M
Revenue: $6.51B
Revenue: $6.51B
ROE (Profit from shareholder equity)
HEXNet Income / Total Equity
0.3%
Net Income: $27.00M
Total Equity: $10.34B
Total Equity: $10.34B
ROIC (Profit from all invested capital)
HEXNOPAT / Invested Capital
—
Operating Income: N/A
Tax Rate: 163.2%
Equity: $10.34B
Total Debt: $2.03B
Cash: $5.70B
Tax Rate: 163.2%
Equity: $10.34B
Total Debt: $2.03B
Cash: $5.70B
Missing from API: Operating Income
Current Ratio (Can it pay short-term bills)
HEXCurrent Assets / Current Liabilities
—
Current Assets: N/A
Current Liabilities: N/A
Current Liabilities: N/A
Missing from API: Current Assets, Current Liabilities
Debt/Equity (Leverage — debt vs equity)
HEXTotal Debt / Total Equity
0.20
Short-Term Debt: $0.00
Long-Term Debt: $2.03B
Total Debt: $2.03B
Total Equity: $10.34B
Long-Term Debt: $2.03B
Total Debt: $2.03B
Total Equity: $10.34B
Rev/Share (Top-line per share)
HEXRevenue / Shares Outstanding
$57.88
Revenue: $6.51B
Shares: 112,500,000
Shares: 112,500,000
Book Value/Share (Net assets per share)
HEX(Total Assets - Total Liabilities) / Shares
$91.93
Total Equity: $10.34B
Shares: 112,500,000
Shares: 112,500,000
FCF/Share (Real cash generated per share)
HEX(Operating Cash Flow + CapEx) / Shares
$51.18
Operating CF: $5.76B
CapEx: $0.00
Shares: 112,500,000
CapEx: $0.00
Shares: 112,500,000
Div Yield (Annual income from holding)
TDLast Annual Dividend / Stock Price
2.6%
Last Dividend: $3.40
Stock Price: $131.09
Stock Price: $131.09
Payout Ratio (Earnings paid out as dividends)
HEXDividends Paid / Net Income
825.9%
Dividends Paid: -$223.00M
Net Income: $27.00M
Net Income: $27.00M
Income Statement (Annual)
Last updated: Aug 11, 2026 10:40am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $5.5B | $9.7B | $3.2B | $3.1B | $6.5B |
| Cost of Revenue | — | — | — | — | — |
| Gross Profit | — | — | — | — | — |
| Operating Expenses | $1.4B | $1.2B | $1.4B | $1.4B | $1.4B |
| Operating Income | — | — | — | — | — |
| Net Income | $3.4B | $6.2B | $934.0M | $946.0M | $27.0M |
| EBITDA | — | — | — | — | — |
| EPS | $36.35 | $72.34 | $10.99 | $11.86 | $-0.24 |
| EPS (Diluted) | $36.17 | $69.75 | $10.76 | $11.74 | $-0.24 |
Balance Sheet (Annual)
Last updated: Aug 11, 2026 10:40am (just now)| Metric | 2022 | 2023 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $4.3B | — | $2.7B | $3.8B | $5.7B |
| Total Current Assets | — | — | — | — | — |
| Total Assets | $311.1B | $315.0B | $330.3B | $338.5B | $352.6B |
| Current Liabilities | — | — | — | — | — |
| Long-Term Debt | $2.6B | — | $2.0B | $2.0B | $2.0B |
| Total Liabilities | $301.9B | $305.6B | $319.9B | $328.5B | $342.2B |
| Total Equity | $9.2B | $9.4B | $10.3B | $10.0B | $10.3B |
| Retained Earnings | $8.3B | $6.4B | $7.0B | $7.7B | $7.5B |
Cash Flow (Annual)
Last updated: Aug 11, 2026 10:40am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $5.7B | $5.2B | $5.3B | $5.8B | $5.8B |
| Capital Expenditure | — | — | — | — | — |
| Free Cash Flow | — | — | — | — | — |
| Acquisitions (net) | — | — | — | — | — |
| Net Debt Issued / (Repaid) | $0 | $0 | -$54.0M | $422.0M | $209.0M |
| Dividends Paid | -$50.0M | -$186.0M | -$201.0M | -$211.0M | -$223.0M |
| Stock Buybacks | -$211.0M | -$321.0M | -$306.0M | -$442.0M | -$669.0M |
| Net Change in Cash | $612.0M | $1.7B | -$1.6B | $1.1B | $1.9B |
Growth Trends (YoY %)
Last updated: Aug 11, 2026 10:40am (just now)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +76.9% | -66.7% | -4.6% | +110.6% |
| Gross Profit Growth | — | — | — | — |
| Operating Income Growth | — | — | — | — |
| Net Income Growth | +81.0% | -84.9% | +1.3% | -97.1% |
| EBITDA Growth | — | — | — | — |
Dividend History (Last 20)
Last updated: Aug 11, 2026 10:40am (just now)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-06-11 | $0.90 | — | — | — |
| 2026-03-16 | $0.90 | — | — | — |
| 2025-12-04 | $0.80 | — | — | — |
| 2025-09-15 | $0.80 | — | — | — |
| 2025-06-12 | $0.80 | — | — | — |
| 2025-03-11 | $0.80 | — | — | — |
| 2024-12-05 | $0.70 | — | — | — |
| 2024-09-05 | $0.70 | — | — | — |
| 2024-06-06 | $0.70 | — | — | — |
| 2024-03-11 | $0.70 | — | — | — |
| 2023-11-29 | $0.62 | — | — | — |
| 2023-08-30 | $0.62 | — | — | — |
| 2023-05-31 | $0.62 | — | — | — |
| 2023-03-13 | $0.62 | — | — | — |
| 2022-11-30 | $0.55 | — | — | — |
| 2022-08-31 | $0.55 | — | — | — |
| 2022-06-01 | $0.55 | — | — | — |
| 2022-03-11 | $0.55 | — | — | — |
| 2021-11-18 | $0.50 | — | — | — |
Industry Benchmarks
Compares JXN against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for JXN — it's generated by the pipeline (
market-narrative step).
Claude Reading
No AI findings yet for JXN — they're generated by the
pipeline (
ai-findings step) when a report is run on this ticker.
GPT Reading
No GPT reading yet for JXN — it's generated by the
pipeline (
gpt-critique step) after the other Big-3 seats, when a
report is run on this ticker.
Grok Reading
No Grok reading yet for JXN — it's generated by the
pipeline (
grok-critique step) alongside the other Big-3 seats, when a
report is run on this ticker.
Advanced Analysis Forensic deep-dive · four lenses
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Data via Financial Modeling Prep · Cached for performance · twelvedata
v1.1.525 · a5aac093 · 2026-08-10 20:52:14