For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. CBRE Group (CBRE) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Finance sector should help us answer this question.CBRE Group is a member of the Finance sector. This group includes 868 individua ...

Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves a ...

Core Viewpoint - Jackson Financial (JXN) is showing positive stock performance and is expected to report strong financial results, with projected earnings and revenue growth compared to the previous year [1][2][3]. Financial Performance - The upcoming earnings per share (EPS) for Jackson Financial is projected at $5.23, indicating a 13.7% increase year-over-year [2]. - Quarterly revenue is expected to reach $1.87 billion, reflecting a 6.63% increase from the same quarter last year [2]. - For the entire fiscal year, the Zacks Consensus Estimates project earnings of $20.44 per share, an increase of 8.78%, while revenue is expected to decline by 20.8% to $7.24 billion [3]. Analyst Estimates and Market Sentiment - Recent changes in analyst estimates for Jackson Financial are crucial as they reflect short-term business trends, with upward revisions indicating positive sentiment towards the company's operations [4]. - The Zacks Rank system, which considers these estimate changes, currently ranks Jackson Financial as 2 (Buy), suggesting a favorable outlook [6]. Valuation Metrics - Jackson Financial is trading at a Forward P/E ratio of 4.95, which is below the industry average Forward P/E of 10.5, indicating a potential undervaluation [7]. - The Insurance - Life Insurance industry, to which Jackson Financial belongs, ranks in the top 18% of all industries according to the Zacks Industry Rank [7].

Group 1 - Jackson Financial (JXN) closed at $103.80, marking a +1.6% move from the prior day, outperforming the S&P 500's gain of 0.59% [1] - Over the last month, Jackson Financial's shares have increased by 4%, surpassing the Finance sector's gain of 1.64% and the S&P 500's gain of 2.72% [1] Group 2 - Jackson Financial is projected to report earnings of $5.23 per share, representing year-over-year growth of 13.7%, with a revenue forecast of $1.87 billion, indicating a 6.63% growth compared to the prior year [2] - For the full year, earnings are projected at $20.44 per share and revenue at $7.24 billion, reflecting changes of +8.78% and -20.8% from the prior year [3] Group 3 - Jackson Financial currently has a Zacks Rank of 2 (Buy), with no change in the Zacks Consensus EPS estimate over the past month [5] - The Forward P/E ratio for Jackson Financial is 5, indicating a discount compared to its industry's Forward P/E of 10.25 [6] Group 4 - The Insurance - Life Insurance industry, part of the Finance sector, holds a Zacks Industry Rank of 69, positioning it in the top 28% of all 250+ industries [6][7]

Industry Overview - The Zacks Life Insurance industry includes companies providing life insurance coverage and retirement benefits, with products such as annuities, whole and term life insurance, and health insurance [2] - The life insurance market is projected to grow, with gross written premiums expected to reach $1.34 trillion by 2025, driven by increasing demand for protection products and retirement benefits due to a rising number of baby boomers [2] - The industry is experiencing accelerated technology adoption, although rising mortality trends may impact profitability [2] Trends Impacting the Industry - The Federal Reserve has lowered interest rates by 25 basis points to a range of 4%-4.25%, with indications of further cuts, which may challenge life insurers as they invest premiums to meet guaranteed obligations [3][4] - Life insurance sales are expected to grow by 2%-6% in 2025, with new annualized premium growth across various life insurance products [3] - Insurers are redesigning products to focus on bundled covers that provide living benefits, reflecting customer preferences [4] Technological Advancements - The U.S. life insurance market is shifting towards digital platforms, with insurers leveraging AI and machine learning for customized coverages and premium calculations [5] - Increased automation is anticipated to enhance premium growth and operational efficiency, while also helping to manage costs [5] Industry Performance - The Zacks Life Insurance industry currently holds a Zacks Industry Rank of 73, placing it in the top 30% of 255 Zacks industries, indicating strong near-term prospects [7][8] - Year-to-date, the Life Insurance industry has underperformed compared to the Finance sector and the S&P 500, with a collective gain of 0.1% against 14.7% and 13.8% respectively [9] Valuation Metrics - The industry is trading at a trailing 12-month price-to-book (P/B) ratio of 1.91X, compared to the S&P 500's 8.7X and the Finance sector's 4.36X [11] Company Highlights - **Aviva**: Expected earnings growth of 23.6% and 13.2% for 2025 and 2026 respectively, with a strong performance across all business lines [16][17] - **Primerica**: Anticipated earnings growth of 8.1% and 8.5% for 2025 and 2026, benefiting from strong demand for protection products [20][21] - **Lincoln Financial**: Projected earnings growth of 5.8% and 3.2% for 2025 and 2026, supported by a recovering Group Protection business [24][25] - **Voya Financial**: Expected earnings growth of 26.3% for 2025, driven by a focus on high-growth, capital-light businesses [28][29] - **Jackson Financial**: Anticipated earnings growth of 8.8% and 8.6% for 2025 and 2026, with a strong focus on diversified product sales [32][33]

Group 1 - Jackson Financial (JXN) stock increased by 2.88% to $99.58, outperforming the S&P 500 which gained 0.48% [1] - Over the past month, JXN's stock rose by 0.52%, lagging behind the Finance sector's gain of 2.95% and the S&P 500's gain of 2.46% [1] Group 2 - Jackson Financial is expected to report an EPS of $5.23, reflecting a 13.7% increase from the same quarter last year, with projected net sales of $1.87 billion, up 6.63% year-over-year [2] - Full-year estimates predict earnings of $20.44 per share and revenue of $7.24 billion, indicating year-over-year changes of +8.78% for earnings and -20.8% for revenue [3] Group 3 - Recent revisions to analyst forecasts for Jackson Financial are important as they indicate changing business trends, with positive revisions suggesting an optimistic outlook [4] - Estimate changes are linked to stock price performance, and the Zacks Rank system, which incorporates these changes, provides actionable ratings [5] Group 4 - Jackson Financial has a Zacks Rank of 2 (Buy), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [6] - The company is trading at a Forward P/E ratio of 4.74, significantly lower than the industry average of 10.37, indicating it is trading at a discount [7] Group 5 - The Insurance - Life Insurance industry, part of the Finance sector, holds a Zacks Industry Rank of 75, placing it in the top 31% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the importance of industry rankings [8]

Core Viewpoint - Jackson Financial (JXN) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are crucial for predicting near-term stock price movements [2][4]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling pressure that affects stock prices [4]. Company-Specific Insights - The upgrade for Jackson Financial reflects an improvement in its underlying business, suggesting that investor sentiment may drive the stock price higher [5]. - Jackson Financial is projected to earn $20.44 per share for the fiscal year ending December 2025, with no year-over-year change, but the Zacks Consensus Estimate has increased by 5.9% over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks which have averaged a +25% annual return since 1988 [7]. - The upgrade to Zacks Rank 2 places Jackson Financial in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Group 1: Stock Performance - Jackson Financial (JXN) increased by 2.22% to $99.02, outperforming the S&P 500's daily gain of 0.85% [1] - Over the last month, JXN's shares rose by 0.48%, lagging behind the Finance sector's gain of 2.7% and the S&P 500's gain of 2.38% [1] Group 2: Earnings Expectations - Jackson Financial is expected to report an EPS of $5.23, reflecting a 13.7% increase from the prior-year quarter [2] - Revenue is anticipated to be $1.87 billion, showing a 6.63% increase compared to the year-ago quarter [2] Group 3: Full-Year Estimates - Full-year Zacks Consensus Estimates project earnings of $20.44 per share and revenue of $7.24 billion, indicating year-over-year changes of +8.78% for earnings and -20.8% for revenue [3] - Recent changes to analyst estimates for Jackson Financial may indicate short-term business trends and analyst optimism [3] Group 4: Zacks Rank and Valuation - The Zacks Rank system rates Jackson Financial at 2 (Buy), with a historical average annual gain of +25% for 1 stocks since 1988 [5] - Jackson Financial's Forward P/E ratio is 4.74, which is a discount compared to the industry average Forward P/E of 10.32 [6] Group 5: Industry Ranking - The Insurance - Life Insurance industry, part of the Finance sector, has a Zacks Industry Rank of 72, placing it in the top 30% of over 250 industries [6] - Top-rated industries outperform the bottom half by a factor of 2 to 1 [7]

Group 1 - The article introduces investment logic focused on securities priced for redemption, specifically highlighting Jackson Financial Inc. Dep Shares [1] - The investing group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, hedging strategies, and an actively managed portfolio [1] - The article emphasizes the importance of community engagement among active investors through a chat room for discussion and sharing insights [1] Group 2 - The article does not provide specific financial performance data or metrics related to Jackson Financial Inc. or the broader market [2] - There is a disclosure regarding the author's beneficial long position in Jackson Financial shares, indicating a vested interest in the company's performance [1]

Group 1: Antero Midstream - Antero Midstream is a leading provider of integrated and customized midstream services with a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Antero Midstream's current year earnings increased by 2.1% over the last 60 days [1] - Antero Midstream's shares gained 27.9% over the last three months, outperforming the S&P 500's gain of 14.2% [2] - The company possesses a Momentum Score of A [2] Group 2: Jackson Financial - Jackson Financial is a U.S. retirement services provider with a diverse portfolio of differentiated products and a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Jackson Financial's current year earnings increased by 5.9% over the last 60 days [2] - Jackson Financial's shares gained 17.6% over the last three months, also outperforming the S&P 500's gain of 14.2% [3] - The company possesses a Momentum Score of A [3] Group 3: Talen Energy Corporation - Talen Energy Corporation owns and operates power infrastructure primarily in the United States and has a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Talen Energy's current year earnings increased by 7.6% over the last 60 days [3] - Talen Energy's shares gained 150.3% over the last three months, significantly outperforming the S&P 500's gain of 14.2% [4] - The company possesses a Momentum Score of B [4]