Jackson Financial Incorporation Class A (JXN)

In the past six months, Jackson Financial's stock has been impacted by several events. The company announced its third-quarter 2025 results on November 4, 2025, with adjusted EPS surpassing expectations but revenue missing forecasts. On August 5, 2025, the second-quarter results were announced, with revenue meeting expectations and non-GAAP profit beating estimates. The stock price increased by 21.51% between January 2, 2025, and December 31, 2025. On January 6, 2026, Jackson Financial Inc. and TPG Inc. announced a long-term strategic partnership.

The demand for Jackson Financial's products is influenced more by economic conditions and market trends than seasonal patterns. There is a shift in annuity preferences, with variable annuity sales declining and fixed annuities gaining popularity due to market volatility and higher interest rates. Demand is responsive to the economic environment, with consumers seeking stability and principal protection during uncertainty.

Jackson Financial Inc. is a financial services company focused on helping Americans with retirement savings and income, operating in the Insurance - Life industry. It offers retirement solutions through annuities, including variable, fixed index, fixed, registered index-linked, and payout annuities. The company also provides Institutional Products like Guaranteed Investment Contracts and manages Closed Life and Annuity Blocks. Revenue is generated through investment management fees and investment spread income.

Jackson Financial Inc. primarily serves retail investors across the United States.

Jackson Financial has received positive recognition for its marketing and communications efforts, earning awards for its "Suitability Support Kit" and "Jellybeans interactive digital experience" at The Stevies: American Business Awards. The "Suitability Support Kit" also received an award from the Insurance Marketing and Communications Association (IMCA) Showcase Awards. Additionally, Jackson was recognized for its "Choose Jackson Capabilities" brochure in the Financial Communications Society (FCS) Portfolio Awards and its "Security in Retirement Series" won in the Original Research category of the Ragan PR Daily Awards.

Jackson Financial Inc. has a hybrid ownership structure with a significant portion held by institutional investors such as Vanguard Group Inc., BlackRock, Inc., and Dimensional Fund Advisors Lp. Institutional investors collectively hold a substantial stake, ranging from approximately 64.86% to 86.30% of the company's stock. Prudential PLC, the former parent company, remains the largest individual shareholder, owning approximately 11.23% of the shares.