Brooke Re, a captive reinsurer, is how Jackson aims to keep variable annuity hedging from distorting reported results.
JXN Jackson Financial Inc.
XNYS
135.37
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
JXN
$135.37
—
What changed
Recent filings, trades and movesKey stats
$135.37
- 52-Week Range
- $89.67 – $150.00
- YTD
- +25.97%
- IV Rank (30D)
- 31.47
- Straddle Price
- $12.25
- P/C Vol Ratio
- 1.69
- Market Cap
- $8.7B
- Open
- $134.50
- Day Range
- $133.10 – $136.90
- Volume
- 402,135
- Prev Close
- $131.69
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 1.27 |
| Cost of Equity (CAPM) | 11.88% (VRP-adj) |
| WACC | 10.20% |
| Volatility Risk Premium | +30.7pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 12 years explicit + fade |
| Free Cash Flow (TTM) | $5.9B |
| Return on Equity (TTM) | 0.6% |
| Book / Price | 113.1% — banking bias active (P/B is primary) |
| Bank Quality Adj | ×0.50 (target ROE vs peer median) |
| Gross Margin (TTM) | 67.7% |
| FCF Margin (TTM) | 90.9% |
| Debt / Equity | 0.31 |
| Quality Score | 4/6 — high quality (12y DCF) |
| SMA 50 | $133.46 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $133.02 |
| Bollinger Width / SMA20 | 9.2% (drives anchor stability) |
| Net Debt | $-2.7B |
| Market Cap | $9B |
Peers used for multiples: ALL, BAC, BFH, LNC, MS, RGA, ZD
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
21%
20-Day Fair Value
≈ by Dec 8, 2026
$134.34
α -1.0%
rank 82%
conviction
65%
40-Day Fair Value
≈ by Jan 6, 2027
$136.18
α +0.4%
rank 82%
conviction
14%
60-Day Fair Value
≈ by Feb 4, 2027
$134.67
α -0.8%
rank 82%
conviction
21%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $562.00 | 18% | |
| DDM (Gordon) | $18.10 | 14% | |
| Peer P/E | $3.14 | 5% | median 7.4× · 7 peers |
| Peer EV/EBITDA | n/a | 0% | median 4.5× · 7 peers |
| Peer P/B | $172.85 | 8% | median 1.2× · 7 peers |
| Peer P/S | $43.29 | 3% | median 0.9× · 7 peers |
| Market Anchor (SMA50) | $133.46 | 36% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $133.68 | 16% | 18 strikes · skew +0.11 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- LIFE INSURANCE (6311) · industry map
- Exchange
- XNYS
- Market Cap
- $8.7B
- Employees
- 3,890
- List Date
- 2021-09-01
- CIK
- 0001822993
- Last Earnings
- Nov 3 after close · −2.3% vs ±9.5% expected
- Next Earnings
- ~Feb 17, 2027 (estimated)
- Headquarters
- Lansing, MI
- Homepage
- https://www.jackson.com
Jackson Financial Inc helps Americans grow and protect their retirement savings and income to enable them to pursue financial freedom for life. Its retail product offerings are comprised of annuities, designed to help retail investors save for and live in retirement. Its diverse suite of annuities includes a variable, fixed index, and fixed annuities. The company manages its business through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks and Corporate and Other segments. The company generates the majority of its revenue from the Retail Annuities se…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -9.33% | 27.17% | -0.71% | 7.37% | 10.66% | 7.03% |
| Feb | -- | 6.57% | -1.05% | 10.88% | 0.93% | -10.42% | 1.38% |
| Mar | -- | 17.82% | -12.04% | 16.81% | -5.41% | -5.46% | 2.34% |
| Apr | -- | -2.08% | -1.53% | 3.28% | -7.78% | 10.44% | 0.47% |
| May | -- | -15.23% | -21.93% | 10.00% | 5.23% | -9.70% | -6.33% |
| Jun | -- | -24.01% | 8.47% | -1.59% | 7.44% | -2.10% | -2.36% |
| Jul | -- | 1.81% | 7.35% | 17.43% | -1.90% | 17.23% | 8.38% |
| Aug | -- | 14.30% | 15.13% | 6.00% | 17.54% | 5.75% | 11.74% |
| Sep | -0.38% | -8.29% | 0.84% | 6.49% | 4.19% | -2.61% | 0.04% |
| Oct | 4.00% | 30.43% | -3.88% | 10.75% | -0.42% | 4.21% | 7.51% |
| Nov | 15.84% | -0.93% | 27.86% | 1.90% | -1.63% | -1.55%* | 6.92% |
| Dec | 27.18% | -6.05% | 5.79% | -13.25% | 9.05% | -- | 4.54% |
| Total | 52.64% | -6.96% | 49.55% | 86.58% | 37.16% | 13.34% | 38.72% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $133.24
SMA 50: $133.49
SMA 200: $118.74
Current: $135.69
EMA 12: $134.58
EMA 26: $133.63
MACD: 0.9408 | Signal: 0.0749
BULLISH
ADX (14): 20.40
WEAK TREND
+DI: 26.29
−DI: 12.19
Momentum Oscillators
RSI (14): 53.65
NEUTRAL
Stoch %K: 26.07
Stoch %D: 35.26
Williams %R: -64.78
Volume & Volatility
BB Upper: $139.38
BB Lower: $127.09
NEUTRAL
OBV: 50,820,479
Vol SMA 20: 829,112
Vol ROC: -41.41%
ATR: $5.21
True Range: $5.21
HV 20: 28.6%
HV 30: 27.5%
HV 60: 28.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before JXN’s Nov 3 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL with confidence level (6/10)
Key Drivers:
- Recent price action has been driven by short-term momentum, with a bullish MACD signal and moderate volume
- Strong beta value indicates above-average volatility relative to the market
Primary Risks:
- High implied volatility may indicate overpricing of options, potentially leading to increased uncertainty and risk
- Trend direction is unclear, with mixed signals from technical indicators
Investment Thesis: JXN's recent price action suggests a short-term uptrend, driven by momentum and moderate volume. However, the stock's high beta value and above-average volatility may indicate increased risk.
Recent News Sentiment Impact: The overall sentiment analysis is NEUTRAL, with no dominant theme emerging from the recent news headlines.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Uptrend
- Medium-term (1-3 months): Neutral
- Long-term (3-12 months): Downtrend
Support/Resistance Levels:
- SMA 20: $126.49 (resistance)
- SMA 50: $116.47 (support)
- Bollinger Bands: Upper: $138.01, Middle: $126.49, Lower: $114.97
Momentum Signals:
- RSI (14): 68.62 (neutral)
- MACD signal line: 0.43 (bullish)
- Bollinger Bands position: neutral
Volume Analysis:
- Volume SMA 20: 561980.95
- On-Balance Volume (OBV): 54794325.26
- Volume Rate of Change: -52.38% (bearish)
News & Sentiment Analysis
Recent Headlines Summary:
- General market commentary, routine announcements, and neutral news headlines have dominated the recent news cycle.
Sentiment Assessment: The overall sentiment analysis is NEUTRAL, with no dominant theme emerging from the recent news headlines.
Catalyst Identification: None significant identified.
Market Narrative: The recent price action has been driven by short-term momentum, with mixed signals from technical indicators and neutral news sentiment.
Risk & Volatility Assessment
Risk Interpretation:
- Beta value indicates above-average volatility relative to the market.
- Implied volatility is high, potentially indicating overpricing of options.
Volatility Regime: The current volatility regime is above average, driven by the stock's high beta value and implied volatility.
Options Market Signals:
- IV Rank: 21.6% (Low - shows if volatility is historically high/low)
- Current IV: 62.6%
- Expected Move: $10.85 (35 DTE), 7-DTE: $4.95
- Volume Flow: 73 calls vs 1,401 puts
- Open Interest: 779 calls vs 11,563 puts
Downside Protection:
- Support levels: SMA 20 and SMA 50
- Risk management considerations: position sizing and stop-loss levels
Market Context & Positioning
Sector Performance:
- The finance sector has been trading in a neutral range.
Institutional Activity:
- Volume patterns suggest institutional interest, but the overall sentiment is NEUTRAL.
Correlation Analysis:
- Correlation with SPY (0.44) indicates moderate correlation.
Relative Valuation:
- JXN's price action is within its normal trading range, without any significant deviations from its historical volatility.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $126.49 (resistance)
- SMA 50: $116.47 (support)
Breakout/Breakdown Levels:
- Upper Bollinger Band: $138.01
- Lower Bollinger Band: $114.97
Time-Sensitive Catalysts: None significant identified.
Risk Management:
- Stop-loss levels: around SMA 20 and SMA 50
- Position sizing considerations: use stop-loss levels to manage risk
Note that this report is for informational purposes only and should not be considered investment advice.
Generated
News
All JXN news →
Record annuity sales and a $1 billion buyback lift a strong quarter.
Showing 1–10 of 12
Page 1 of 2
Earnings History
15 of 20 under expected move
Avg Expected Move
9.53%
Avg Actual Move
7.75%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-11-09 | After-Close | 11.67% | 10.98% | 0.94x | Within |
| 2022-03-02 | After-Close | 12.88% | 4.61% | 0.36x | Within |
| 2022-05-10 | After-Close | 4.30% | 15.98% | 3.72x | Exceeded |
| 2022-08-09 | After-Close | 4.02% | 13.02% | 3.24x | Exceeded |
| 2022-11-09 | After-Close | 11.00% | 17.65% | 1.60x | Exceeded |
| 2023-02-28 | After-Close | 9.81% | 6.28% | 0.64x | Within |
| 2023-05-09 | After-Close | 9.41% | 15.90% | 1.69x | Exceeded |
| 2023-08-08 | After-Close | 12.74% | 2.28% | 0.18x | Within |
| 2023-11-08 | After-Close | 8.24% | 12.20% | 1.48x | Exceeded |
| 2024-02-21 | After-Close | 9.74% | 3.44% | 0.35x | Within |
| 2024-05-08 | After-Close | 9.92% | 7.14% | 0.72x | Within |
| 2024-08-07 | After-Close | 11.99% | 9.94% | 0.83x | Within |
| 2024-11-06 | After-Close | 11.89% | 2.42% | 0.20x | Within |
| 2025-05-07 | After-Close | 8.91% | 2.13% | 0.24x | Within |
| 2025-08-05 | After-Close | 8.59% | 7.22% | 0.84x | Within |
| 2025-11-04 | After-Close | 9.20% | 6.85% | 0.74x | Within |
| 2026-02-18 | After-Close | 8.04% | 2.73% | 0.34x | Within |
| 2026-05-05 | After-Close | 8.71% | 5.93% | 0.68x | Within |
| 2026-08-03 | After-Close | 9.95% | 5.90% | 0.59x | Within |
| 2026-11-03 | After-Close | 9.53% | 2.35% | 0.25x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
JXN Options Activity & IV Rank
JXN IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 36.0%
7-DTE IV: 43.0%
Expected Move: $12.25
7-DTE Move: $8.20
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 1,026
Put Volume: 1,736
P/C Volume: 1.692
BEARISH
Call OI: 6,598
Put OI: 15,476
P/C OI: 2.346
Total OI: 22,074
ATM Options Pricing
ATM Call: $6.15
ATM Put: $6.10
Call %: 4.5%
Put %: 4.5%
Chain Summary
Chain Volume: 2,762
Chain OI: 22,074
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 10th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
10%
vs own history
GEX tilt
-0.32
OI-weighted, today
Vanna tilt
+0.84
δ-sensitivity to IV
Charm tilt
-0.85
δ-decay vs time
Vanna tilt +0.84: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.85: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 41 ATM contracts, 10k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)38.2MediumNov 9
IV Rank (30 DTE)31.5MediumNov 9
Straddle Price (30 DTE)$12.25Nov 9
Beta Analysis
Risk Metrics
Beta: 0.8977
Alpha: 31.61%
Correlation: 0.3921
R-Squared: 15.4%
Stock Volatility: 31.5%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own JXN
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $27.7M | #975 of 6285 | +731.7% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $26.7M | #577 of 3138 | +154.0% | 13F | |
| Point72 Hedge fund Steve Cohen | $23.5M | #538 of 1945 | +227.1% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $7.1M | #404 of 997 | -21.7% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $2.8M | #2381 of 3716 | +434.4% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $118K | #2888 of 4729 | -13.3% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
JXN Institutional Ownership (13F)
Filings for 2026-06-30 · 247 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 70,375,301 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
7 filers$27.90M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | IMC-Chicago, LLC Custodian | $11.25M | 40.33% | 2026-09-30 |
| 2 | Susquehanna International Group, LLP Custodian | $9.66M | 34.61% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $3.56M | 12.77% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $2.68M | 9.62% | 2026-06-30 |
| 5 | TUDOR INVESTMENT CORP ET AL | $501.71K | 1.80% | 2026-06-30 |
| 6 | Simplex Trading, LLC Custodian | $232.78K | 0.83% | 2026-09-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $10.24K | 0.04% | 2026-06-30 |
8 filers$83.25M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | QVT Financial LP | $63.13M | 75.83% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $13.87M | 16.66% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $3.13M | 3.76% | 2026-09-30 |
| 4 | Jane Street Group, LLC Custodian | $993.18K | 1.19% | 2026-06-30 |
| 5 | Citadel Advisors LLC Custodian | $849.84K | 1.02% | 2026-06-30 |
| 6 | LPL Financial LLC Custodian | $711.26K | 0.85% | 2026-09-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $522.19K | 0.63% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $38.80K | 0.05% | 2026-09-30 |
JXN Insider Trading (Form 4)
Latest: 2026-09-28Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-28 | Steven A Kandarian | Director | Award (A) | +784 | — | EDGAR | |
| 2026-09-28 | Lily Fu Claffee | Director | Award (A) | +329 | — | EDGAR | |
| 2026-09-28 | Carrie Chelko | EVP and General Counsel | Award (A) | +99 | — | EDGAR | |
| 2026-09-28 | Derek G Kirkland | Director | Award (A) | +102 | — | EDGAR | |
| 2026-09-28 | Esta E Stecher | Director | Award (A) | +354 | — | EDGAR | |
| 2026-09-28 | Drew Lawton | Director | Award (A) | +207 | — | EDGAR | |
| 2026-09-28 | Craig A. Anderson | SVP and Controller | Award (A) | +47 | — | EDGAR | |
| 2026-09-28 | Martin J Lippert | Director | Award (A) | +329 | — | EDGAR | |
| 2026-09-28 | Russell G Noles | Director | Award (A) | +155 | — | EDGAR | |
| 2026-09-28 | Laura Louene Prieskorn | CEO and President | Award (A) | +495 | — | EDGAR | |
| 2026-09-28 | Don W Cummings | EVP and CFO | Award (A) | +140 | — | EDGAR | |
| 2026-09-28 | Savvas Steve Panagiotis Binioris | EVP and Chief Risk Officer | Award (A) | +112 | — | EDGAR | |
| 2026-09-28 | Christopher Raub | EVP JFI; CEO PPM America | Award (A) | +117 | — | EDGAR | |
| 2026-09-14 | Craig A. Anderson | SVP and Controller | Tax (F) | −218 | $138.36 | -$30.2K | EDGAR |
| 2026-09-14 | Christopher Raub | EVP JFI; CEO PPM America | Mixed Grant +294 · Tax −4,877 |
−4,583 | $138.36 | -$674.8K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
JXN Insider Holdings
17 insiders · @ $135.69
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Laura Louene Prieskorn | CEO and President | 783,725 | $106.34M | $150.5K | 41 | 2026-09-28 |
| 2 | Steven A Kandarian | Director | 114,180 | $15.49M | $0 | 27 | 2026-09-28 |
| 3 | Craig Donald Smith | President and CEO PPM America | 109,116 | $14.81M | -$3.05M | 39 | 2025-12-22 |
| 4 | Devkumar Dilip Ganguly | EVP & Chief Operating Officer | 103,806 | $14.09M | -$2.28M | 30 | 2025-02-04 |
| 5 | Carrie Chelko | EVP and General Counsel | 80,939 | $10.98M | -$1.70M | 39 | 2026-09-28 |
| 6 | Scott Romine | President and CEO, JNLD | 77,030 | $10.45M | -$3.42M | 41 | 2025-06-30 |
| 7 | Don W Cummings | EVP and CFO | 72,119 | $9.79M | -$362.1K | 43 | 2026-09-28 |
| 8 | Derek G Kirkland | Director | 56,102 | $7.61M | -$640.5K | 35 | 2026-09-28 |
| 9 | Esta E Stecher | Director | 51,682 | $7.01M | $0 | 27 | 2026-09-28 |
| 10 | Martin J Lippert | Director | 47,964 | $6.51M | $0 | 27 | 2026-09-28 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
JXN Board & Officers
As of SEC filings through Oct 16, 2026Directors 10
- Laura Louene Prieskorn · since Aug 6, 2021
- Steven A Kandarian · since Aug 6, 2021
- Derek G Kirkland · since Sep 13, 2021
- Drew Lawton · since Sep 13, 2021
- Esta E Stecher · since Sep 13, 2021
- Gregory T Durant · since Sep 13, 2021
- Lily Fu Claffee · since Sep 13, 2021
- Martin J Lippert · since Sep 13, 2021
- Russell G Noles · since Sep 13, 2021
- Donald C. Templin · since Oct 12, 2026
Officers 6
- Laura Louene Prieskorn · CEO and President · listed since Nov 2025
- Christopher Raub · EVP JFI; CEO PPM America · listed since May 2026
- Brian Michael Walta · EVP and CFO · since Oct 1, 2026
- Savvas Steve Panagiotis Binioris · EVP and Chief Risk Officer · since Apr 14, 2025
- Carrie Chelko · EVP, General Counsel · listed since Sep 2022
- Craig A. Anderson · SVP and Controller · since Jun 3, 2024
Changes in the last 10 years (57)
| Oct 12, 2026 | Donald C. Templin became a director |
| Oct 1, 2026 | Brian Michael Walta became EVP and CFO |
| May 12, 2026 | Christopher Raub listed as EVP JFI; CEO PPM America (previously Executive Vice President) in SEC filings |
| Nov 24, 2025 | Laura Louene Prieskorn listed as CEO and President (previously CEO, President and Director) in SEC filings |
| Oct 3, 2025 | The company announced the departure of Craig Donald Smith as President and CEO PPM America in an SEC filing |
| Aug 14, 2025 | The company announced the departure of Scott Romine as President and CEO, JNLD in an SEC filing |
| May 12, 2025 | Christopher Raub listed as Executive Vice President (previously EVP and Chief Risk Officer) in SEC filings |
| Apr 14, 2025 | Savvas Steve Panagiotis Binioris became EVP and Chief Risk Officer |
| Mar 12, 2025 | Craig Donald Smith listed as President and CEO PPM America (previously CEO, CIO & Pres PPM America) in SEC filings |
| Jun 7, 2024 | Don W Cummings listed as EVP and CFO (previously SVP and CAO) in SEC filings |
| Jun 3, 2024 | Craig A. Anderson became SVP and Controller |
| Feb 16, 2024 | The company announced the departure of Marcia Lynn Wadsten as EVP and CFO in an SEC filing |
| May 19, 2023 | Christopher Raub became EVP and Chief Risk Officer |
| Apr 19, 2023 | Don W Cummings listed as SVP and CAO (previously SVP, Controller and CAO) in SEC filings |
| Mar 28, 2023 | Mark D Nerud reported in an SEC filing no longer being President and CEO of JNAM |
| Dec 21, 2022 | Paul Chadwick Myers reported in an SEC filing no longer being Vice Chair, JHLLC |
| Sep 19, 2022 | Carrie Chelko listed as EVP, General Counsel (previously EVP, GC and Secretary) in SEC filings |
| May 9, 2022 | Dan Hagan reported in an SEC filing no longer being a 10% owner |
| May 4, 2022 | Dan Hagan first listed as a 10% owner in an SEC filing |
| Mar 14, 2022 | Laura Louene Prieskorn listed as CEO, President and Director (previously CEO and President) in SEC filings |
| Feb 1, 2022 | Dan Hagan reported in an SEC filing no longer being a 10% owner |
| Jan 4, 2022 | Dan Hagan became a 10% owner |
| Dec 13, 2021 | Scott Romine became President and CEO, JNLD |
| Dec 13, 2021 | Aimee Rochelle DeCamillo reported in an SEC filing no longer being a director |
| Dec 13, 2021 | Aimee Rochelle DeCamillo reported in an SEC filing no longer being EVP & Chief Commercial Officer |
| Oct 6, 2021 | Marcia Lynn Wadsten no longer listed as a director in SEC filings |
| Oct 6, 2021 | Bradley Olan Harris no longer listed as a director in SEC filings |
| Sep 13, 2021 | Russell G Noles became a director |
| Sep 13, 2021 | Martin J Lippert became a director |
| Sep 13, 2021 | Lily Fu Claffee became a director |
| Sep 13, 2021 | Gregory T Durant became a director |
| Sep 13, 2021 | Esta E Stecher became a director |
| Sep 13, 2021 | Drew Lawton became a director |
| Sep 13, 2021 | Derek G Kirkland became a director |
| Sep 13, 2021 | Carrie Chelko became EVP, GC and Secretary |
| Aug 6, 2021 | Stuart James Turner became a director |
| Aug 6, 2021 | Steven A Kandarian became a director |
| Aug 6, 2021 | Prudential Plc became a 10% owner |
| Aug 6, 2021 | Prudential Corp Asia Ltd became a 10% owner |
| Aug 6, 2021 | Prudential (US Holdco 1) Ltd became a 10% owner |
| Aug 6, 2021 | Paul Chadwick Myers became Vice Chair, JHLLC |
| Aug 6, 2021 | Michael Andrew Wells became a director |
| Aug 6, 2021 | Mark Thomas FitzPatrick became a director |
| Aug 6, 2021 | Mark D Nerud became President and CEO of JNAM |
| Aug 6, 2021 | Marcia Lynn Wadsten became a director |
| Aug 6, 2021 | Marcia Lynn Wadsten became EVP and CFO |
| Aug 6, 2021 | Laura Louene Prieskorn became a director |
| Aug 6, 2021 | Laura Louene Prieskorn became CEO and President |
| Aug 6, 2021 | Julia Anne Goatley became EVP, GC and Secretary |
| Aug 6, 2021 | Don W Cummings became SVP, Controller and CAO |
| Aug 6, 2021 | Devkumar Dilip Ganguly became EVP & Chief Operating Officer |
| Aug 6, 2021 | Craig Donald Smith became CEO, CIO & Pres PPM America |
| Aug 6, 2021 | Bradley Olan Harris became a director |
| Aug 6, 2021 | Bradley Olan Harris became EVP & Chief Risk Officer |
| Aug 6, 2021 | Aimee Rochelle DeCamillo became a director |
| Aug 6, 2021 | Aimee Rochelle DeCamillo became EVP & Chief Commercial Officer |
| Aug 6, 2021 | Adrian Roger Parkes became a director |
Not reported recently (11)
- Don W Cummings · Last reported as EVP and CFO in an SEC filing dated Sep 28, 2026
- Devkumar Dilip Ganguly · Last reported as EVP & Chief Operating Officer in an SEC filing dated Feb 4, 2025
- Bradley Olan Harris · Last reported as EVP & Chief Risk Officer in an SEC filing dated Apr 11, 2023
- Prudential Plc · Last reported as a 10% owner in an SEC filing dated Aug 5, 2022
- Julia Anne Goatley · Last reported as EVP, GC and Secretary in an SEC filing dated Oct 6, 2021
- Prudential (US Holdco 1) Ltd · Last reported as a 10% owner in an SEC filing dated Sep 8, 2021
- Prudential Corp Asia Ltd · Last reported as a 10% owner in an SEC filing dated Sep 8, 2021
- Michael Andrew Wells · Last reported as a director in an SEC filing dated Aug 6, 2021
- Stuart James Turner · Last reported as a director in an SEC filing dated Aug 6, 2021
- Adrian Roger Parkes · Last reported as a director in an SEC filing dated Aug 6, 2021
- Mark Thomas FitzPatrick · Last reported as a director in an SEC filing dated Aug 6, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
JXN Proposed Insider Sales (Form 144)
Latest: 2026-11-05
? Form 144 Guide
Last 30d:
1 filing
· $1.5M notice value
· Last 90d:
1 filing
· $1.5M notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Prieskorn Laura Louene (1, $1.5M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-11-05 | Prieskorn Laura Louene | Officer | 11,331 | $1.53M | 2026-11-05 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-11 | DEREK KIRKLAND | Director | 3,500 | $379.1K | 2026-03-11 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-03-11 | THE KIRKLAND FAMILY TRUST | Director | 6,500 | $704.1K | 2026-03-11 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-11-03 | Earnings results | EDGAR |
| 2026-11-03 | Regulation FD disclosure | EDGAR |
| 2026-10-14 | Director or officer change · Regulation FD disclosure | EDGAR |
| 2026-08-03 | Earnings results | EDGAR |
| 2026-08-03 | Regulation FD disclosure | EDGAR |
| 2026-07-22 | Director or officer change · Regulation FD disclosure | EDGAR |
| 2026-07-01 | Material agreement · New debt obligation | EDGAR |
| 2026-06-25 | Director or officer change | EDGAR |
| 2026-06-15 | New debt obligation | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
ETF Holders
145 ETFs hold JXN
25 shown · $2.51B total exposure · 0.35% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.48% | $496.6M | $103.8B | 2026-11-06 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $277.6M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.30% | $227.2M | $76.6B | 2026-11-06 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.11% | $197.2M | — | 2026-09-30 |
| 5 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.66% | $178.4M | — | 2026-11-05 |
| 6 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.46% | $143.0M | — | 2026-11-05 |
| 7 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.20% | $128.3M | — | 2026-09-30 |
| 8 | VXF Vanguard Extended Market ETF | Vanguard | 0.10% | $90.6M | — | 2026-09-30 |
| 9 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.60% | $83.1M | $13.9B | 2026-11-06 |
| 10 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.48% | $76.1M | $15.7B | 2026-11-05 |
| 11 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.24% | $75.9M | $31.6B | 2026-11-05 |
| 12 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.90% | $68.2M | $7.5B | 2026-11-06 |
| 13 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.20% | $67.0M | — | 2026-11-05 |
| 14 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.28% | $49.7M | — | 2026-09-30 |
| 15 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.91% | $44.8M | $4.9B | 2026-11-05 |
| 16 | AVLV Avantis U.S. Large Cap Value ETF | Avantis | 0.20% | $44.4M | $22.2B | 2026-11-05 |
| 17 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.20% | $44.2M | — | 2026-08-31 |
| 18 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.04% | $34.0M | — | 2026-09-30 |
| 19 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.04% | $32.8M | — | 2026-11-05 |
| 20 | PFF iShares Preferred and Income Securities ETF | iShares (BlackRock) | 0.28% | $32.6M | $11.5B | 2026-11-06 |
| 21 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.47% | $28.5M | — | 2026-09-30 |
| 22 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.17% | $25.7M | — | 2026-08-31 |
| 23 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.05% | $22.7M | $44.7B | 2026-11-06 |
| 24 | PGX Invesco Preferred ETF | Invesco | 0.57% | $20.8M | — | 2026-11-05 |
| 25 | GSY Invesco Ultra Short Duration ETF | Invesco | 0.50% | $20.0M | — | 2026-11-05 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
159.42
TTM Diluted EPS
$0.85
TTM Revenue
$6.47B
TTM Net Income
$59.00M
TTM Op. Cash Flow
$5.88B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $168.00M | $644.00M | $9.16 | $1.85B |
| Q1 '26 | 2026-03-31 | $2.90B | $-435.00M | $-6.24 | $1.04B |
| Q4 '25 | 2025-12-31 | $1.99B | $-215.00M | $-2.99 | $1.62B |
| Q3 '25 | 2025-09-30 | $1.42B | $65.00M | $0.92 | $1.37B |
| Q2 '25 | 2025-06-30 | $-471.00M | $168.00M | $2.34 | $1.17B |
| Q1 '25 | 2025-03-31 | $3.75B | $-35.00M | $-0.48 | $1.59B |
| Q4 '24 | 2024-12-31 | $225.00M | $334.00M | $4.40 | $1.52B |
| Q3 '24 | 2024-09-30 | $2.12B | $-480.00M | $-6.37 | $1.36B |
| Q2 '24 | 2024-06-30 | $1.25B | $264.00M | $3.43 | $1.48B |
| Q1 '24 | 2024-03-31 | $-322.00M | $784.00M | $9.94 | $1.43B |
| Q4 '23 | 2023-12-31 | $882.00M | $-1.57B | $-18.44 | $1.63B |
| Q3 '23 | 2023-09-30 | $2.58B | $2.76B | $33.35 | $1.13B |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-03
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
159.42
P/B
0.91
P/S
1.47
EV/EBITDA
8.26
EV/Sales
1.05
ROE
0.6%
ROA
0.0%
Div Yield
3.17%
FCF Yield
61.71%
Debt/Equity
0.31
Current Ratio
—
Market Cap
$9.54B
as of 2026-11-09
JXN vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| BAC Bank of America Corporation | $341.0B | 12.7 | −1.9% | −8.9% | 69 |
| MS Morgan Stanley | $283.6B | 17.1 | +12.3% | +4.0% | 46 |
| ALL The Allstate Corporation | $63.1B | 5.6 | +4.4% | +24.1% | 46 |
| RGA Reinsurance Group of America, Incorporat | $17.0B | 14.6 | +18.6% | +32.3% | 38 |
| JXN Jackson Financial Inc. | $8.7B | 159.6 | +15.1% | +26.3% | 31 |
| LNC Lincoln National Corp. | $7.6B | 7.9 | −1.2% | −4.0% | 27 |
| CROX Crocs, Inc. | $6.9B | 12.0 | +0.7% | +85.1% | 17 |
| BFH Bread Financial Holdings, Inc. | $3.9B | 7.9 | +5.2% | +32.3% | 68 |
| ZD Ziff Davis, Inc. Common Stock | $1.7B | 44.1 | +2.2% | +47.9% | 22 |
| Peer median | $12.3B | 12.3 | +3.3% | +28.2% | 42 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
3.57M
SI % of Float
5.34%
Days to Cover
4.39
Short Vol Ratio
57.8%
Free Float
66.90M
Float %
98.8%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-09-24