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Upturn AI SWOT - About
Jackson Financial Inc (JXN)
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Upturn Advisory Summary
04/01/2025: JXN (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 89.91% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.14B USD | Price to earnings Ratio 7.2 | 1Y Target Price 100.2 |
Price to earnings Ratio 7.2 | 1Y Target Price 100.2 | ||
Volume (30-day avg) 1274372 | Beta 1.48 | 52 Weeks Range 60.66 - 113.28 | Updated Date 04/2/2025 |
52 Weeks Range 60.66 - 113.28 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 3.79% | Basic EPS (TTM) 11.74 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 28.24% | Operating Margin (TTM) -539.59% |
Management Effectiveness
Return on Assets (TTM) -0.49% | Return on Equity (TTM) 9.61% |
Valuation
Trailing PE 7.2 | Forward PE - | Enterprise Value 8834158325 | Price to Sales(TTM) 1.83 |
Enterprise Value 8834158325 | Price to Sales(TTM) 1.83 | ||
Enterprise Value to Revenue 2.84 | Enterprise Value to EBITDA -5.66 | Shares Outstanding 72646304 | Shares Floating 71352457 |
Shares Outstanding 72646304 | Shares Floating 71352457 | ||
Percent Insiders 1.51 | Percent Institutions 97.34 |
Analyst Ratings
Rating 2.8 | Target Price 103 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 3 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Jackson Financial Inc
Company Overview
History and Background
Jackson Financial Inc. was established in 1961. It was formerly a subsidiary of Prudential plc until its separation in 2021 when it became an independent publicly traded company. Jackson focuses on retirement solutions.
Core Business Areas
- Retail Annuities: Offers variable, fixed, and fixed index annuities to individuals saving for retirement. These products provide tax-deferred growth and income options.
- Institutional Products: Provides fixed and fixed index annuities to institutional clients, primarily to manage retirement risks.
Leadership and Structure
Laura Prieskorn is the current CEO. The company operates with a standard corporate structure including a board of directors and various executive leadership roles overseeing different business functions.
Top Products and Market Share
Key Offerings
- Perspective II Variable Annuity: A variable annuity that allows investors to allocate their assets among various investment options. Market share is not specifically available, but variable annuities are a major part of Jackson's product portfolio. Competitors include AIG (AIG), Equitable (EQH), and Lincoln National (LNC).
- Elite Access Advisory: A fee-based variable annuity providing access to professional investment management. Market share data is not directly accessible. Competitors include similar offerings from Nationwide, Pacific Life and Allianz Life.
Market Dynamics
Industry Overview
The retirement solutions industry is experiencing growth driven by an aging population and increasing demand for retirement income. Interest rate volatility and regulatory changes present ongoing challenges.
Positioning
Jackson is a significant player in the US annuity market, particularly known for its variable annuity offerings. Its competitive advantage lies in its strong distribution network and product innovation.
Total Addressable Market (TAM)
The TAM for US annuities is estimated in the hundreds of billions of dollars annually. Jackson is positioned to capture a portion of this TAM through its focus on retirement solutions and product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in the annuity market
- Extensive distribution network
- Diverse product portfolio
- Experienced management team
- Strong capital position
Weaknesses
- Exposure to interest rate risk
- Reliance on annuity sales
- Sensitivity to market volatility
- Complex product offerings may deter some customers
Opportunities
- Growing demand for retirement income solutions
- Expanding distribution channels
- Developing new and innovative products
- Acquiring smaller competitors
- Increasing market penetration in underserved segments
Threats
- Increased competition from other financial services providers
- Regulatory changes
- Economic downturns
- Rising interest rates
- Negative publicity
Competitors and Market Share
Key Competitors
- AIG
- EQH
- LNC
Competitive Landscape
Jackson faces competition from other large insurance companies and financial services firms offering retirement solutions. Its competitive advantage lies in its distribution network and product innovation, but it faces pressure from competitors with broader financial services offerings.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the performance of the annuity market and Jackson's ability to capture market share.
Future Projections: Analyst estimates for future growth would typically consider factors such as interest rate forecasts, market conditions, and product innovation.
Recent Initiatives: Recent initiatives involve strategic plans to enhance digital capabilities to improve client experience, and expansion of distribution channels. More recent initiatives are unavailable as of my last update.
Summary
Jackson Financial Inc. is a prominent player in the retirement solutions market, particularly known for its annuity offerings. Its strengths include a strong brand and distribution network, but it faces challenges related to market volatility and regulatory changes. The company's future growth depends on its ability to adapt to evolving market conditions and innovate new products. The firm is new to the stock market and therefore the history is still being written.
Similar Companies
AIG
American International Group Inc
AIG
American International Group Inc
EQH
Axa Equitable Holdings Inc
EQH
Axa Equitable Holdings Inc
LNC
Lincoln National Corporation
LNC
Lincoln National Corporation
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Earnings Transcripts
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions can change rapidly, and the information presented may not be current. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Jackson Financial Inc
Exchange NYSE | Headquaters Lansing, MI, United States | ||
IPO Launch date 2021-09-01 | CEO, President & Director Ms. Laura Louene Prieskorn | ||
Sector Financial Services | Industry Insurance - Life | Full time employees 3060 | Website https://www.jackson.com |
Full time employees 3060 | Website https://www.jackson.com | ||
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. Its Institutional Products segment provides traditional guaranteed investment contracts; 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; and a block of group payout annuities. It 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.
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