Company Overview - Jackson Financial (NYSE: JXN) is highlighted as a significant investment option for investors interested in small-cap stocks within the financial sector [3]. Valuation Insights - Despite trading close to its recent all-time highs, Jackson Financial's valuation is considered low when compared to its peers [3].

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Jackson Financial (JXN) - Jackson Financial currently holds a Momentum Style Score of B, indicating a positive momentum outlook [3] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [4] Performance Metrics - Over the past week, JXN shares increased by 10.14%, outperforming the Zacks Financial - Miscellaneous Services industry, which rose by 4.65% [6] - In a longer timeframe, JXN's monthly price change is 11.12%, compared to the industry's 4.07% [6] - Over the past quarter, JXN shares have risen by 30.41%, and over the last year, they have increased by 144.41%, while the S&P 500 has only moved 12.29% and 37.16% respectively [7] Trading Volume - JXN's average 20-day trading volume is 690,716 shares, which serves as a baseline for price-to-volume analysis [8] Earnings Outlook - In the past two months, two earnings estimates for JXN have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $18.49 to $18.80 [10] - For the next fiscal year, two estimates have also moved upwards without any downward revisions [10]

Shares of Jackson Financial (NYSE: JXN ) have been a tremendous performer over the past year, gaining over 175%, making them one of the top-performing stocks in the market. After rallying post-election, shares have retraced some of the gains after reporting mixedOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an ...

Financial Data and Key Metrics - Net income was a loss for Q3 but positive over the first 9 months, with reduced volatility due to the formation of Brook Re [7] - Adjusted operating earnings increased by 11% YoY in Q3, driven by higher fee income and investment spread income [17] - Assets under management grew by 9% YoY to over $250 billion, supported by favorable equity markets and increased sales [7] - After-tax capital generation reached $462 million in Q3 and over $1 billion for the first 9 months of 2024 [12] - Holding company cash approached $650 million, including a $300 million distribution from Jackson National Life [12] - Capital return to shareholders was $167 million in Q3, with a year-to-date total of $483 million [13][37] Business Line Performance - Total retail annuity sales exceeded $5 billion in Q3, up 59% YoY and 25% QoQ, marking the highest and most diversified quarter since becoming independent [8] - RILA segment achieved record sales of $1.6 billion in Q3, bringing year-to-date sales to over $4 billion [9] - Traditional variable annuity sales were $2.6 billion in Q3, up 6% YoY, benefiting from favorable equity markets [10] - Fixed and fixed indexed annuity sales reached $1 billion in Q3, driven by targeted distribution partnerships and interest rate monitoring [11] Market Performance - The company expanded its distribution network, making Jackson Market Link Pro II available to approximately 5,000 financial professionals with JPMorgan Wealth Management [9] - The company reengaged in the fixed annuity market, delivering $1 billion in spread sales in Q3, contributing to diversification and growth [11] Strategic Direction and Industry Competition - The company emphasized its focus on product innovation, risk management, and strong distribution partnerships to sustain growth [7] - The introduction of Principal Guard GMAB to the Elite Access variable annuity suite highlights the company's commitment to flexible protection and income-oriented solutions [10] - The company expects to remain active in the spread business while maintaining a disciplined approach to capital management [11] Management Commentary on Operating Environment and Future Outlook - Management highlighted the benefits of Brook Re, which has improved capital stability and reduced volatility in GAAP income [7][22] - The company is on track to meet its annual financial targets for the fourth consecutive year, with an estimated RBC ratio of 550% to 570% [15] - Management expressed confidence in the company's ability to continue delivering strong capital generation and shareholder returns [39] Other Important Information - The company announced a common stock dividend of $0.70 per share for Q4 2024 and repurchased $48 million of common shares, leaving an outstanding share repurchase authorization of approximately $684 million [13] - The company's adjusted book value per diluted share increased by 10% YoY to $149.29, driven by strong operating performance and share repurchases [19] Q&A Session Summary Question: Strong statutory earnings and capital generation - The company expects to continue periodic distributions of capital, with potential increases in capital return for 2025 [47][49] - RILA pricing is done on a stand-alone basis, without considering the diversification benefit from traditional VA business [50] Question: Brooke Re performance and capital movement - Brooke Re has shown growth in equity and is expected to be capital generative over time, with no near-term plans to take capital out [45][53] - The company has a strong buffer in Brooke Re, with significant market events required to impact capital [60][63] Question: Fixed and FIA sales and returns - Fixed annuity sales are driven by favorable demographics, demand for protection, and the integration of annuity solutions into financial planning tools [68][70] - The company is comfortable with the profitability of fixed annuities, which are at the lower end of the return range compared to VAs and RILAs [73] Question: Hedging and market risk benefits - Hedging losses in Q3 were primarily due to interest rate and equity market impacts, with a negative offset from net market risk benefits [24][57] - The company monitors internal risk levels and believes it is well-positioned to handle significant market events [59][65]

Jackson Financial (JXN) reported $1.75 billion in revenue for the quarter ended September 2024, representing a year-over-year decline of 32.8%. EPS of $4.60 for the same period compares to $3.80 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.73 billion, representing a surprise of +1.12%. The company delivered an EPS surprise of -1.29%, with the consensus EPS estimate being $4.66.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Jackson Financial (JXN) came out with quarterly earnings of $4.60 per share, missing the Zacks Consensus Estimate of $4.66 per share. This compares to earnings of $3.80 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.29%. A quarter ago, it was expected that this financial services company would post earnings of $4.32 per share when it actually produced earnings of $5.32, delivering a surprise of 23.15%.Over the last four qu ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 001-40274 Jackson Financial Inc. (Exact name of registrant as specified in its charter) | --- | --- | --- | |----------------- ...

Jackson Financial (JXN) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The po ...

The most recent trading session ended with Jackson Financial (JXN) standing at $102.77, reflecting a +0.78% shift from the previouse trading day's closing. The stock outpaced the S&P 500's daily loss of 0.33%. At the same time, the Dow lost 0.22%, and the tech-heavy Nasdaq lost 0.56%.The financial services company's shares have seen an increase of 12.99% over the last month, surpassing the Finance sector's loss of 5.18% and the S&P 500's gain of 1.83%.The upcoming earnings release of Jackson Financial will ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Jackson Financial (JXN) , which belongs to the Zacks Financial - Miscellaneous Services industry, could be a great candidate to consider. When looking at the last two reports, this financial services company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 19.20%, on average, in the last two quarters. F ...