US · Financial Services · Insurance - Life
EPS came in at 7.30 against a street estimate of 5.76 — a beat of 26.7%.
Analysts rate Jackson Financial Inc a hold (1 buy, 3 hold, 1 sell out of 5) with an average price target of $146.00.
CONFIDENT Jackson delivered record Q2 adjusted operating earnings of $7.30/share, 55% YoY growth. Retail annuity sales surged 34% YoY to $6B. Strong capital generation and free cash flow support $900M–$1.1B shareholder return target. Q2 2026 Call focused on product lines and distribution channels; no geographic breakdown provided. Analysts pressed on earnings sustainability (drivers were spread AUM growth + higher yields), capital generation sensitivity to markets (offsetting RBC framework), and hedging dynamics (GAAP noise vs. economic neutrality on large equity swings). Management emphasized disciplined capital allocation, TPG partnership momentum, and that favorable conditions expected to continue absent major market decline. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.19% |
| Vanguard Portfolio Management, LLC | 8.07% |
| TPG GP A, LLC | 6.96% |
| Dimensional Fund Advisors, Inc. | 6.08% |
| Vanguard Capital Management, LLC | 4.66% |
| State Street Corp | 4.33% |
| Geode Capital Management, LLC | 3.22% |
| Donald Smith & Co Inc | 2.64% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 JACKSON FINANCIAL INC. — FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Total Assets: $367.1 billion (June 30, 2026) vs. $352.6 billion (Dec 31, 202 | 2026-08-03 |
| Reg FD disclosure · Q3 2026 JACKSON FINANCIAL INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • No specific financial figures disclosed in this 8-K filing itself • Document references | 2026-08-03 |
| Results announced · Q3 2026 JACKSON FINANCIAL INC. — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income attributable to common shareholders: $644 million ($9.16 per diluted | 2026-08-03 |
| Board / officer change · Q3 2026 JACKSON FINANCIAL INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Don W. Cummings appointed as Chief Executive Officer and President effective October 1, | 2026-07-22 |
| Material agreement · Q3 2026 JACKSON FINANCIAL INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • New revolving credit facility: $1.25 billion aggregate commitments • Optional increase | 2026-07-01 |
| Quarterly report · Q1 2026 JACKSON FINANCIAL INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $339.5 billion as of March 31, 2026 (down from $352.6 billion at Dece | 2026-05-05 |
| Proxy statement · Q2 2026 JACKSON FINANCIAL INC. – 2026 PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION The document does not provide the CEO's exact total compensation figure | 2026-04-07 |
| Annual report FY2025 JACKSON FINANCIAL INC. — 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Sales 2025: $23.2 billion (2024: $19.8 billion) — 17% increase y | 2026-02-24 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.90 / share ex-date Sep 15, 2026 · pay Sep 24, 2026 | 2026-09-15 |
| Dividend | $0.90 / share ex-date Jun 11, 2026 · pay Jun 25, 2026 | 2026-06-11 |
| Dividend | $0.90 / share ex-date Mar 16, 2026 · pay Mar 26, 2026 | 2026-03-16 |
| Dividend | $0.80 / share ex-date Dec 4, 2025 · pay Dec 18, 2025 | 2025-12-04 |
| Dividend | $0.80 / share ex-date Sep 15, 2025 · pay Sep 25, 2025 | 2025-09-15 |
| Announcement | Date |
|---|---|
| Closed investment agreement with TPG involving stock issuance and partnerships Jackson Financial Inc. completed a major strategic investment with TPG Inc. on February 11, 2026. Under the deal, TPG's investment partnership purchased 4.7 million shares of Jackson Financi | 2026-02-11 |
| TPG invests $500M for 6.5% stake; funds new reinsurer Jackson Financial Inc. is raising $500 million by selling approximately 6.5% of its company to investment firm TPG. Combined with $150 million of the company's own cash, this $650 million to | 2026-01-06 |
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Google PlayApp StoreData updated 2026-09-18.