Jackson Financial (JXN) Registers a Bigger Fall Than the Market: Important Facts to Note

Core Viewpoint - Jackson Financial is experiencing a decline in stock performance and is expected to report lower earnings and revenue in the upcoming earnings release, indicating potential challenges ahead for the company [1][2][3]. Company Performance - Jackson Financial's stock closed at $85.97, down 2.59% from the previous day, underperforming the S&P 500, which fell by 0.13% [1]. - Over the past month, the company's shares have decreased by 1.12%, while the Finance sector gained 2.08% and the S&P 500 increased by 3.39% [1]. Upcoming Earnings - The earnings report for Jackson Financial is anticipated on August 5, 2025, with expected earnings of $4.61 per share, reflecting a year-over-year decline of 13.35% [2]. - Revenue is projected to be $1.76 billion, indicating a significant decrease of 37.28% compared to the same quarter of the previous year [2]. Fiscal Year Projections - For the entire fiscal year, earnings are projected at $20.14 per share, representing a 7.18% increase from the prior year, while revenue is expected to decline by 21.46% to $7.18 billion [3]. - Recent revisions to analyst forecasts are crucial as they indicate changing business trends, with positive revisions suggesting a favorable business outlook [3]. Valuation Metrics - Jackson Financial is currently trading at a Forward P/E ratio of 4.38, which is significantly lower than the industry average Forward P/E of 8.93, indicating a potential undervaluation [6]. - The Insurance - Life Insurance industry, to which Jackson Financial belongs, holds a Zacks Industry Rank of 23, placing it in the top 10% of over 250 industries [6]. Zacks Rank and Performance - The Zacks Rank system, which assesses stocks based on estimate revisions, currently rates Jackson Financial as 1 (Strong Buy), reflecting a positive outlook [5]. - Over the last 30 days, the Zacks Consensus EPS estimate for Jackson Financial has increased by 4.27% [5].