# Jackson Financial Inc. Class A Common Stock (JXN) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Insurance. Price $140.63, market value $9.5 billion.

## Valuation
- **P/E (trailing): 154.5×** (5-yr avg 3.2×, 3-yr avg 5.7×). Jackson Financial Inc. Class A Common Stock trades at 154.5× trailing earnings, well above its own five-year average of 3.2×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 4.6×, lower than trailing, so analysts expect earnings to grow.
- **Price / sales: 1.5×**. Each dollar of revenue is priced at 1.5×.
- **Price / book: 1.0×**. The shares trade at 1.0× book value; book value is a meaningful part of the valuation.
- **Earnings yield: 0.6%**. The inverse of the P/E: 0.6% of the price is earned each year.

## Profitability
- **Net margin: 0.4%**. 0.4% of each dollar of sales reaches the bottom line.
- **Return on equity: 0.3%**. 0.3% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on assets: 0.0%**. Each dollar of assets produces 0.0% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 104.3%** (3-yr -12.1%/yr, 5-yr 13.5%/yr). Revenue grew 104.3% over the last year, against 13.5% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): -102.0%**. Earnings per share fell 102.0%, slower than revenue, so margins compressed.

## Financial health
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.
- **Cash and short-term investments: $5.7 billion**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 2.56%** ($3.40 per share, trailing). Jackson Financial Inc. Class A Common Stock yields 2.56%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 826%**. The dividend exceeds earnings (826% payout), which is rarely sustainable outside REITs and one-off years.
- **Consecutive years of increases: 5**. 5 straight years of increases.

## Price and momentum
- **Total return (1 yr): 48.1%** (YTD 34.1%, 3-mo 31.5%). The shares are up 48.1% over twelve months including dividends.
- **From 52-week high: -0.2%** (56.8% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 69**. An RSI of 69 is neutral.
- **Beta (1 yr): 1.13** (volatility 32%). Beta of 1.13 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=JXN · Page: https://foliofundamentals.com/stocks/jxn

Not investment advice.