The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

JXN

Concerning the House

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. The Institutional Products segment provides traditional guaranteed investment contracts; funding agreements backed by commercial paper; 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. The company 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.

United States · www.jackson.com

The Long Run

FY 2021–2025 · 5 years

LineLatestCAGRTrend
Revenue$6.68B-6.8%
Net income$934.00M+65.5%
Cash from ops$5.31B-1.9%
Quotation

$134.38

+3.72 (+2.8%)

52w hi$134.56
52w lo$88.37
Vol410.55K
As ofAug 13
The Verdict

Hold

Our score +0.12

Short-0.12
Medium+0.18
Long+0.49

computed 2026-08-13

By the Numbers

Jackson Financial Inc.

Financial Services · Insurance - Life

Market cap$9.10B
Enterprise value$9.63B
Trailing P/E147.67x
Forward P/E4.36x
EV / EBITDA
P / S (ttm)1.39x
Profit margin1.6%
Return on equity1.4%
Revenue growth
Earnings growth+291.6%
Debt / equity54.61
Risk Metrics
Beta vs SPX1.45
Corr SPX0.61
Annual vol38.5%
Annual ret+37.3%
Sharpe0.97
Max DD-38.1%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.38
Sector+0.09
Technical+0.00
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$131.58$134.78$130.71$134.38410.55K
Aug 12$129.24$131.77$129.21$130.66569.60K
Aug 11$132.36$131.66$129.11335.98K
Aug 10$131.57$133.96$130.33$130.40519.50K
Aug 7$132.49$132.87$129.45$129.96521.60K