What is the 13F Pro Quality Score for JXN?

13F Pro ranks Jackson Financial Inc. (JXN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View JXN's current score at https://13fpro.ai/company/JXN (free sign-up required for the full ranking).

Which hedge funds own the most JXN stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of JXN include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, TPG GP A,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/JXN as soon as new 13F filings post.

Where does 13F Pro source JXN data?

All Jackson Financial Inc. fundamentals and ownership data come directly from SEC EDGAR. Jackson Financial Inc. files with the SEC under CIK 1822993. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is JXN in?

Jackson Financial Inc. (JXN) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives JXN's revenue?

Per Jackson Financial Inc.'s latest 10-Q filed with the SEC on 2026-08-03, the biggest revenue drivers are: Fee income ($3,966M, +1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/JXN.

What are JXN's largest expenses?

Jackson Financial Inc.'s latest 10-Q reports these as the largest expense items: Benefits and expenses ($2,805M, -10% YoY); Operating costs and other expenses ($1,422M, +5% YoY); Amortization of deferred acquisition costs ($562M, +2% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is JXN research updated on 13F Pro?

JXN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Jackson Financial Inc.(JXN)Stock Analysis

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13F Pro Quality Score

60.4/100

Rank #857 of 2,961 stocksTOP 50%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

87.4/100

Profitability

42.0/100

Balance Sheet

34.7/100

Earnings Quality

96.7/100

Free Cash Flow

99.2/100

Institutional Flow

73.0/100

Revenue Scale

81.5/100

Dilution Risk

40.6/100

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Why JXN Scores 60/100

exact factor attribution · 2026-09-11

JXN's composite is driven by revenue growth and free cash flow, held back by earnings growth and capital efficiency. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+10.0 pts

87th pct

Free cash flow

+7.4 pts

99th pct

Scale

+6.3 pts

82th pct

Earnings quality

+4.7 pts

97th pct

Institutional flow

+1.5 pts

73th pct

Shareholder dilution

-0.6 pts

41th pct

Profitability

-1.6 pts

42th pct

Capital efficiency

-2.0 pts

35th pct

Earnings growth

-3.1 pts

4th pct

Latest change (2026-08-03): 68 → 69 · ↑ Profit margin 42→70; despite ↓ Revenue growth 97→80

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

JXN Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Jackson Financial Inc. (JXN), a Financials sector company. 13F Pro's AI-powered ranking engine scores JXN at 60.4/100 on a 32-signal composite quality model, placing it at rank #857 of 2,961 stocks — the top half of the AI-ranked universe. JXN scores in the top quartile across free cash flow (99.2), earnings quality (96.7), revenue growth (87.4). Areas of concern include balance sheet strength (34.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 40.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Jackson Financial Inc. reports quarterly revenue of $168.0M, net income of $655.0M. Top institutional holders of JXN by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, TPG GP A, based on the most recent SEC filings. JXN trades on the NYSE exchange and files with the SEC under CIK 1822993. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate JXN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Jackson Financial Inc. directly from SEC EDGAR. Jackson Financial Inc.'s 13F Pro composite quality score has ranged between 37 and 79 since 2022, currently 60.4 — an improving long-term trajectory across 64 quarterly and live scoring snapshots.

What's Driving JXN's Business? Latest 10-Q Breakdown

✓ 34/34 datapoints verified

AI-extracted from Jackson Financial Inc.'s 10-Q filed 2026-08-03 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Jackson Financial reported Q2 2026 pretax adjusted operating earnings of $618M, up 52% from $406M in Q2 2025, driven by strong Retail Annuities performance and market risk benefit gains.

Biggest Revenue Drivers

Fee income$3,966M+1% YoY

Driven by higher fee income in Retail Annuities segment reflecting strong AUM growth.

Biggest Revenue Drivers

Total revenue: $3,070M-6% YoY

Fee income$3,966M+1% YoY

Driven by higher fee income in Retail Annuities segment reflecting strong AUM growth.

Largest Expense Items

Benefits and expenses$2,805M-10% YoY

Lower death benefits and policy reserves net of deferrals; market risk benefit gains of $383M offset by interest credited of $635M.

Operating costs and other expenses$1,422M+5% YoY

Increase driven by higher asset-based and other commission expenses ($1,268M total) and general administrative expenses.

Amortization of deferred acquisition costs$562M+2% YoY

Related to amortization of DAC on variable annuities and other products.

Margins: Pretax adjusted operating margin improved significantly in H1 2026 to 27% of operating revenues ($1,048M on $3,889M), compared to 24% in H1 2025 ($848M on $3,524M). The improvement was driven by strong Retail Annuities performance, with pretax adjusted operating earnings of $1,089M, up 30% YoY, reflecting higher fee income and tighter expense management, partially offset by modest declines in Institutional Products and Closed Life segments.

Watch Items from the Filing

RILA segment account values surged to $26.1B from $20.3B YoY (+29%), with embedded derivative liabilities of $8.4B representing significant market risk exposure to equity volatility and interest rate movements.
Market risk benefit net asset position of $4.7B improved favorably H1 2026 primarily due to $2.1B in positive fund performance, but remains sensitive to equity market downturns and volatility contraction.
Substantial unfunded commitments of $2.8B ($846M for limited partnerships + $1.9B for mortgage loans) create future funding obligations that will affect liquidity and capital deployment.
TPG strategic partnership completed February 2026 with $500M equity investment by TPG and $150M in TPG common shares to Jackson, establishing long-term investment management arrangements with target AUM levels and baseline minimum fee payments.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$168.0M

Net Income

Q2 2026

$655.0M

ROIC

Q2 2026

20.9%

D/E Ratio

Q2 2026

0.28

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+104.3% YoY

$6.68BFY 2025

FY22 $9.86BFY23 $3.08BFY24 $3.27BFY25 $6.68B

Net Income

-97.1% YoY

$27.0MFY 2025

FY22 $6.19BFY23 $934.0MFY24 $946.0MFY25 $27.0M

EPS (Diluted)

-102.0% YoY

$-0.24FY 2025

FY22 $69.75FY23 $10.76FY24 $11.74FY25 $-0.24

Total Assets

+4.2% YoY

$352.59BFY 2025

FY22 $314.98BFY23 $330.25BFY24 $338.45BFY25 $352.59B

Total Debt

-0.2% YoY

$2.03BFY 2025

FY22 $2.95BFY23 $3.01BFY24 $2.03BFY25 $2.03B

Op. Cash Flow

-0.6% YoY

$5.76BFY 2025

FY22 $5.21BFY23 $5.31BFY24 $5.79BFY25 $5.76B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$6.68B +104.3%	$3.27B +6.1%	$3.08B -68.7%	$9.86B +55.1%	$6.36B +79.4%	$3.55B
Net Income	$27.0M -97.1%	$946.0M +1.3%	$934.0M -84.9%	$6.19B +81.0%	$3.42B +309.1%	$-1.63B
EPS (Diluted)	$-0.24 -102.0%	$11.74 +9.1%	$10.76 -84.6%	$69.75 +92.8%	$36.17 +249.8%	$-24.14
Total Assets	$352.59B +4.2%	$338.45B +2.5%	$330.25B +4.8%	$314.98B -16.5%	$377.36B +6.1%	$355.51B
Total Debt	$2.03B -0.2%	$2.03B -32.4%	$3.01B +2.1%	$2.95B +11.2%	$2.65B +722.7%	$322.0M
Operating Cash Flow	$5.76B -0.6%	$5.79B +9.1%	$5.31B +2.0%	$5.21B -8.4%	$5.68B +53.1%	$3.71B

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Available Research

13F Pro tracks comprehensive data for Jackson Financial Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of JXN

BlackRock, Inc.
$696.3M6,800,653 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$557.6M5,446,195 sh
TPG GP A, LLC
$482.8M4,715,554 sh
DIMENSIONAL FUND ADVISORS LP
$421.6M4,117,157 sh
VANGUARD CAPITAL MANAGEMENT LLC
$321.1M3,136,509 sh
STATE STREET CORP
$304.3M2,972,127 sh
GEODE CAPITAL MANAGEMENT, LLC
$246.2M2,297,678 sh
DONALD SMITH & CO., INC.
$183.2M1,789,104 sh
HSBC HOLDINGS PLC
$182.2M1,749,644 sh
GOLDMAN SACHS GROUP INC
$155.6M1,519,396 sh

Fund	Value	Shares
BlackRock, Inc.	$696.3M	6,800,653
VANGUARD PORTFOLIO MANAGEMENT LLC	$557.6M	5,446,195
TPG GP A, LLC	$482.8M	4,715,554
DIMENSIONAL FUND ADVISORS LP	$421.6M	4,117,157
VANGUARD CAPITAL MANAGEMENT LLC	$321.1M	3,136,509
STATE STREET CORP	$304.3M	2,972,127
GEODE CAPITAL MANAGEMENT, LLC	$246.2M	2,297,678
DONALD SMITH & CO., INC.	$183.2M	1,789,104
HSBC HOLDINGS PLC	$182.2M	1,749,644
GOLDMAN SACHS GROUP INC	$155.6M	1,519,396

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Is JXN a good stock to buy?

13F Pro's AI-powered analysis of Jackson Financial Inc. (JXN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for JXN are available on the JXN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. JXN is classified as a mid company.

Which hedge funds own JXN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling JXN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Jackson Financial Inc.'s investment landscape.