Head-To-Head Comparison: Jackson Financial (JXN) and Its Rivals

Jackson Financial (NYSE:JXNGet Rating) is one of 45 public companies in the “Life insurance” industry, but how does it weigh in compared to its peers? We will compare Jackson Financial to similar companies based on the strength of its earnings, institutional ownership, risk, valuation, dividends, analyst recommendations and profitability.


Jackson Financial pays an annual dividend of $2.20 per share and has a dividend yield of 6.3%. Jackson Financial pays out 8.7% of its earnings in the form of a dividend. As a group, “Life insurance” companies pay a dividend yield of 2.9% and pay out 21.7% of their earnings in the form of a dividend. Jackson Financial is clearly a better dividend stock than its peers, given its higher yield and lower payout ratio.

Insider & Institutional Ownership

81.2% of Jackson Financial shares are held by institutional investors. Comparatively, 59.6% of shares of all “Life insurance” companies are held by institutional investors. 14.6% of shares of all “Life insurance” companies are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Earnings & Valuation

This table compares Jackson Financial and its peers gross revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Jackson Financial $8.85 billion $3.18 billion 1.40
Jackson Financial Competitors $20.22 billion $1.69 billion 12.47

Jackson Financial’s peers have higher revenue, but lower earnings than Jackson Financial. Jackson Financial is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Analyst Ratings

This is a breakdown of recent ratings for Jackson Financial and its peers, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Jackson Financial 0 4 1 0 2.20
Jackson Financial Competitors 626 2188 2321 84 2.36

Jackson Financial currently has a consensus price target of $41.00, indicating a potential upside of 16.58%. As a group, “Life insurance” companies have a potential upside of 29.11%. Given Jackson Financial’s peers stronger consensus rating and higher possible upside, analysts clearly believe Jackson Financial has less favorable growth aspects than its peers.


This table compares Jackson Financial and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Jackson Financial 29.79% 20.22% 0.60%
Jackson Financial Competitors 9.61% 8.02% 0.83%


Jackson Financial peers beat Jackson Financial on 8 of the 14 factors compared.

About Jackson Financial (Get Rating)

Jackson Financial Inc., through its subsidiaries, primarily provides a suite of annuities to retail investors in the United States. The company 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 immediate payout annuities, as well as registered index-linked annuities and lifetime income solutions. The 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. This segment also provides a block of group payout annuities. The company also offers investment management services. It sells its products through a distribution network that includes independent broker-dealers, banks and other financial institutions, wirehouses and regional broker-dealers, and independent registered investment advisors, third-party platforms, and insurance agents. Jackson Financial Inc. was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. The company was incorporated in 2006 and is headquartered in Lansing, Michigan.

Want More Great Investing Ideas?

Receive News & Ratings for Jackson Financial Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Jackson Financial and related companies with MarketBeat.com's FREE daily email newsletter.