Jackson Financial Inc. (JXN) Stock Analysis
Range Bound setup
Financial Services · Insurance - Life
Hold if already holding. Not a fresh buy at $110.91, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Athene reinsurance; Concentration risk — Counterparty: Prudential plc and affiliates (PPM clients) (32.0%).
Jackson Financial provides retail annuities (variable, RILA, fixed, fixed index) and institutional products to U.S. retirement investors through ~500 broker-dealer partners and 2,100+ RIA firms. With $23.2B in total 2025 sales and $351B AUM, it is the seventh-largest U.S. retail... Read more
Hold if already holding. Not a fresh buy at $110.91, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Athene reinsurance; Concentration risk — Counterparty: Prudential plc and affiliates (PPM clients) (32.0%). Chart setup: RSI 43 mid-range, Bollinger mid-band. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 4.5/10, moderate confidence.
Passes 5/7 gates (clean insider activity, no SEC red flags, earnings proximity 78d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent Developments — Jackson Financial Inc.
Latest news
- JXN Water in court over $500,000 dispute with Blossom Apartments - WAPT — WAPT negative
- Jackson Financial Inc. (NYSE:JXN) Given Average Rating of "Hold" by Brokerages - MarketBeat — MarketBeat neutral
- Jackson Financial (JXN) Expected to Announce Quarterly Earnings on Tuesday - MarketBeat — MarketBeat neutral
- Jackson Financial (NYSE:JXN) Posts Quarterly Earnings Results, Misses Expectations By $0.81 EPS - MarketBeat — MarketBeat negative
- JACKSON FINANCIAL ($JXN) Releases Q1 2026 Earnings - Quiver Quantitative — Quiver Quantitative neutral
Generated 2026-05-20T21:06:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHcounterpartyAthene reinsurance10-K Item 1A: 'Our reinsurance agreement with Athene involves the majority of our in force fixed annuities and fixed index annuities, thereby exposing us to a large concentration of credit risk with respect to a single counterparty.'
- HIGHcounterpartyPrudential plc and affiliates (PPM clients)32%10-K Item 1A: 'Our former parent, Prudential plc, and its affiliates are significant clients of PPM, representing $29.8 billion or 32% of PPM's total assets under management.'
- HIGHcounterpartyFederal Home Loan Bank of Indianapolis10-K Item 1A: 'We are subject to liquidity risks associated with sourcing a large concentration of our funding from the Federal Home Loan Bank of Indianapolis'
Material Events(8-K, last 90d)
- 2026-04-09Item 5.02LOWChristopher Raub became President and CEO of PPM America subsidiary on April 9, 2026. CEO Laura Prieskorn resumed President role at Jackson National Life simultaneously; Raub ceased that position. No officer departures from the parent company.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
2 floor-breakers·1 ceiling hit
Revenue shrinking — -22.6% YoY. Growth thesis broken unless recovery story develops.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $110.91, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Athene reinsurance; Concentration risk — Counterparty: Prudential plc and affiliates (PPM clients) (32.0%). Chart setup: RSI 43 mid-range, Bollinger mid-band. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $115.84 (+4.4%), stop $103.15 (−7.5%), A.R:R -0.8:1. Score 4.5/10, moderate confidence.
Take-profit target: $115.84 (+4.4% upside). Target $115.84 (+4.4%), stop $103.15 (−7.5%), A.R:R -0.8:1. Stop-loss: $103.15.
Concentration risk — Counterparty: Athene reinsurance; Concentration risk — Counterparty: Prudential plc and affiliates (PPM clients) (32.0%); Analyst target reached - limited upside remaining.
Jackson Financial Inc. trades at a P/E of N/A (forward 4.3). TrendMatrix value score: 8.6/10. Verdict: Hold.
8 analysts cover JXN with a consensus score of 3.6/5. Average price target: $122.
What does Jackson Financial Inc. do?Jackson Financial provides retail annuities (variable, RILA, fixed, fixed index) and institutional products to U.S....
Jackson Financial provides retail annuities (variable, RILA, fixed, fixed index) and institutional products to U.S. retirement investors through ~500 broker-dealer partners and 2,100+ RIA firms. With $23.2B in total 2025 sales and $351B AUM, it is the seventh-largest U.S. retail annuity company. Variable annuities dominate the portfolio, with GMWB for Life benefits representing 72% of variable annuity account value.