Financial Jackson (NYSE:JXN – Get a rating) is one of 45 public companies in the “life insurance” industry, but how does it stand out from its competitors? We will compare Jackson Financial to related companies based on the strength of its analyst recommendations, earnings, valuation, risk, profitability, dividends and institutional ownership.
Dividends
Jackson Financial pays an annual dividend of $2.20 per share and has a dividend yield of 6.0%. Jackson Financial pays 8.7% of its earnings as a dividend. As a group, life insurance companies pay a dividend yield of 1.6% and pay out 12.2% of their profits as dividends. Jackson Financial is clearly a better dividend-paying stock than its competitors, given its higher yield and lower payout ratio.
Profitability
This table compares the net margins, return on equity and return on assets of Jackson Financial and its competitors.
| Net margins | Return on equity | return on assets | |
| Financial Jackson | 29.79% | 20.22% | 0.60% |
| Jackson Financial competitors | 9.61% | 8.00% | 0.83% |
Valuation and benefits
This table compares the revenue, earnings per share (EPS), and valuation of Jackson Financial and its competitors.
| Gross revenue | Net revenue | Price/earnings ratio | |
| Financial Jackson | $8.85 billion | $3.18 billion | 1.45 |
| Jackson Financial competitors | $20.22 billion | $1.69 billion | 12.62 |
Jackson Financial’s competitors have higher revenues, but lower revenues than Jackson Financial. Jackson Financial trades at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.
Analyst Recommendations
This is a breakdown of recent ratings and price targets for Jackson Financial and its competitors, as provided by MarketBeat.
| Sales Ratings | Hold odds | Buy reviews | Strong buy odds | Rating | |
| Financial Jackson | 0 | 4 | 1 | 0 | 2.20 |
| Jackson Financial competitors | 625 | 2184 | 2320 | 84 | 2.36 |
Jackson Financial currently has a consensus target price of $41.00, indicating a potential upside of 12.24%. As a group, the Life Insurance companies have an upside potential of 26.61%. Since Jackson Financial’s competitors have a higher consensus rating and higher possible upside potential, analysts clearly believe that Jackson Financial has less favorable growth aspects than its competitors.
Insider and Institutional Ownership
81.2% of Jackson Financial shares are held by institutional investors. In comparison, 59.6% of the shares of all “Life insurance” companies are held by institutional investors. 14.7% of the shares of all “Life Insurance” companies are held by insiders of the company. Strong institutional ownership indicates that hedge funds, endowments, and large fund managers believe a company is poised for long-term growth.
Summary
Jackson Financial’s competitors beat Jackson Financial on 8 of the 14 factors compared.
About Jackson Financial (Get a rating)
Jackson Financial Inc., through its subsidiaries, primarily provides a series of annuities to retail investors in the United States. The Company operates through three segments: retail annuities, institutional products, and closed block life insurance and annuity. The Retail Annuities segment offers a variety of retirement income and savings products, including variable, indexed fixed, fixed and payout annuities, as well as indexed registered annuities and life income solutions. The Institutional Products segment offers traditional guaranteed investment contracts; financing agreements including agreements issued in connection with its participation in the US federal home loan program; and notes backed by medium-term financing agreements. The Closed Block Life and Annuities segment offers various protection products, such as whole life, universal life, variable universal life and term life insurance products, as well as fixed, index-linked and immediate annuities. This segment also offers a block of immediate group annuities. The company also offers investment management services. It sells its products through a distribution network that includes independent brokers, banks and other financial institutions, regional connection houses and brokers, as well as independent registered investment advisers, third-party platforms and insurance agents. Jackson Financial Inc. was formerly known as Brooke (Holdco1) Inc. and changed its name to Jackson Financial Inc. in July 2020. The company was incorporated in 2006 and is headquartered in Lansing, Michigan.
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