JXN — Jackson Financial Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates JXN Bullish with a Setup Score of 25, net conviction 28, actionability 22. How the Setup Score works →

Total Setup Score25
Directional BiasBullish
Net Conviction28
Actionability22 (in range)

Key signals behind this score

About Jackson Financial Inc

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 solut… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$131.63
Market Cap$8.75B
Float62.0M
Shares Outstanding67.7M
P/E (TTM)143.49
Price/Sales (TTM)1.34
vs. Analyst Target+10.9% to analyst PT
Profit Margin1.57%
Operating Margin (TTM)-810.12%
Revenue (TTM)$6.55B
Earnings Growth (YoY)291.60%
Dividend Rate3.6%
Analyst Target Price$146.00 (5 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $4.64B -$1.63B -$1.20B -$2.39B
2021 $5.50B $3.42B $4.99B $4.39B
2022 $9.72B $6.19B $8.91B $7.83B
2023 $3.17B $934M $2.47B $1.07B
2024 $3.09B $946M $2.39B $1.12B
2025 $6.68B $27.0M $5.71B -$14.0M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $1.35B $76.0M
Dec 2025 $2.09B -$204M
Mar 2026 $2.90B -$424M
Jun 2026 $168M $644M

Ownership & Float

Insider Ownership1.7%
Institutional Ownership97.7%
Short Float5.5%
% of All Funds Holding5.71%
Number of Funds Holding502

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$122.20Near-term / short-term trend
Weekly40-Week SMA$112.15Medium-term trend
Weekly80-Week SMA$100.41Cyclical trend (business cycle)
Weekly200-Week SMA$74.96Secular trend (multi-year)
Monthly10-Month SMA$111.40Near-term monthly trend
Monthly20-Month SMA$101.03Medium-term monthly trend
Monthly40-Month SMA$81.74Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$104.00 support 1.12x 0 months ago

Historical Earnings Reactions (21 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.97% 2.73% 61.90% 16.24% -13.21%
1 Day 2.20% 3.44% 66.67% 17.65% -15.98%
1 Week 4.39% 2.56% 61.90% 32.65% -12.77%
2 Weeks 3.54% 5.52% 61.90% 24.66% -19.50%
1 Month 4.08% 3.87% 55.00% 34.66% -26.71%

Next earnings: October 22, 2026 (56 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.15% 57.9% 233
Tuesday 0.29% 53.5% 258
Wednesday 0.20% 52.0% 256
Thursday 0.03% 52.8% 250
Friday 0.09% 58.2% 251

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 97.7%

Insider Transactions — Smart Summary

Total insider ownership: 1.7%

12-Month Insider Activity Summary

Total Filings5
Net Value-$3.2M
Net Shares Change-14,002
% of Float-0.0%
C-Suite Filings4
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Raub Christopher EVP JFI; CEO PPM America -$1.6M 2 2 sell
Kirkland Derek G -$1.1M 1 1 sell
Chelko Carrie EVP and General Counsel -$1.0M 1 1 sell
Anderson Craig A. SVP and Controller -$565,123.485 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-03-12 – 2026-03-12 3 3 -$2.6M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-08-13 Raub Christopher EVP JFI; CEO PPM America -$653,450 Transaction at $130.69, now +0.7%
2026-08-06 Chelko Carrie EVP and General Counsel -$1.0M Transaction at $134.24, now -1.9%
2026-03-12 Raub Christopher Executive Vice President -$965,607.223 Transaction at $108.87, now +20.9%
2026-03-12 Anderson Craig A. SVP and Controller -$565,123.485 Transaction at $108.87, now +20.9%
2026-03-12 Kirkland Derek G -$1.1M Transaction at $108.32, now +21.5%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Jackson Financial Inc (JXN) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for JXN on Trend Edge →