OakChart

Jackson Financial Inc

JXNFinancial·Insurance - Life·USA·Mid·NYSE·Nov 11 • 3:59 PM ET

139.44+1.43 (1.04%)
2026-11-12 05:19 CET
Market cap
9,211.29 USD m
Revenue, TTM
6,600.00 USD m
Net income, TTM
841.00 USD m
Free cash flow, TTM
5,932.00 USD m
EPS diluted, TTM
12.17
P/E
11.45
Compare

Price

JXN against its 20, 50 and 200-day averages
2050200beat
100.00120.00140.001.7M3.5MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26JXNclose 139.4420-day 134.0550-day 133.71200-day 118.98139.4452w high

7.0% under the 52-week high of 150.00 on 4 Nov 2026. 52-week low 89.67 on 18 Nov 2025. Last 15 sessions, 17.3% high to low

Volume 0.56× normal · the line is the 50-bar volume average

Profile

JXN
52-week range, 82% of the way up
89.67150

Jackson Financial, Inc. operates as an investment holding company. The firm operates through the following segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, including variable, fixed index, fixed, and immediate payout annuities, as well as registered index-linked annuities and lifetime income solutions. The Institutional Products segment provides traditional guaranteed investment contracts, funding agreements consisting of agreements issued in conjunction with its participation in the U.S. federal home loan bank program, and medium-term funding agreement-backed notes. The Closed Life and Annuity Blocks segment offers various protection products, such as whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index, and payout annuities. This segment also provides a block of group payout annuities. The firm also offers investment management services. The company was founded in 1961 and is headquartered in Lansing, MI.

IndexRUT
Employees3890
IPOSep 01, 2021
Beta1.38
ATR, 14d4.98
Rel volume0.56
Short float5.31%
Insider own9.15%
Inst own90.31%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap9.21B
Enterprise Value-
Income841.00M
Sales6.60B
Book/sh119.61
Cash/sh-
Dividend Est.3.60 (2.58%)
Dividend TTM3.50 (2.51%)
Dividend Ex-DateDec 03, 2026
Dividend Gr. 3/5Y13.30% -
Payout-
Employees3890
IPOSep 01, 2021

Ratios

P/E11.45
Forward P/E4.31
PEG0.24
P/S1.40
P/B1.17
P/C-
P/FCF1.55
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio-
Debt/Eq0.62
LT Debt/Eq0.62
Option/ShortYes / Yes

Earnings

EPS (ttm)12.17
EPS next Y32.35
EPS next Q7.63
EPS this Y22.00%
EPS next Y16.98%
EPS next 5Y17.89%
EPS past 3/5Y- 57.53%
Sales past 3/5Y-12.17% 15.82%
EPS Y/Y TTM67.64%
Sales Y/Y TTM34.15%
EPS Q/Q1237.58%
Sales Q/Q8.90%
EarningsNov 03 AMC
EPS/Sales Surpr.4.25% -25.34%

Ownership

Insider Own9.15%
Insider Trans-0.21%
Inst Own90.31%
Inst Trans-0.39%
ROA0.26%
ROE9.46%
ROIC6.45%
Gross Margin-
Oper. Margin15.47%
Profit Margin12.74%
SMA204.02%
SMA504.29%
SMA20017.19%
Trades-

Technical

Shs Outstand66.45M
Shs Float60.01M
Short Float5.31%
Short Ratio4.21
Short Interest3.19M
52W High150.00 -7.04%
52W Low89.67 55.50%
Volatility3.68% 3.63%
ATR (14)4.98
RSI (14)59.14
Beta1.38
Rel Volume0.56
Avg Volume757.37K
Volume425,819

Performance

Perf Week1.52%
Perf Month6.47%
Perf Quarter3.77%
Perf Half Y28.77%
Perf YTD30.75%
Perf Year49.07%
Perf 3Y217.49%
Perf 5Y324.09%
Perf 10Y-
Recom2.25
Target Price150.25
Prev Close138.01
Price139.44
Change %1.04%

Analyst ratings

latest 10 of 10
DateActionAnalystRating changeTargetImplied
Jul 10, 2026UpgradeJJefferiesHold → Buy$140+0.4%
Jan 06, 2026UpgradeEEvercore ISIUnderperform → In-line$118-15.4%
Nov 14, 2024DowngradeEEvercore ISIIn-line → Underperform$74 → $95-31.9%
Sep 05, 2024InitiatedBBarclaysOverweight$109-21.8%
May 14, 2024DowngradeKKeefe BruyetteOutperform → Mkt Perform
Feb 28, 2024UpgradeKKeefe BruyetteMkt Perform → Outperform$49 → $68-51.2%
Jan 02, 2024DowngradeJJefferiesBuy → Hold$55-60.6%
Jan 26, 2022InitiatedJJefferiesBuy$52-62.7%
Dec 07, 2021DowngradeMMorgan StanleyOverweight → Equal-Weight$38-72.7%
Dec 03, 2021InitiatedGGoldmanNeutral$40-71.3%

Peers

Mkt cap
TickerCompanyMkt cap
BHFBrighthouse Financial Inc2.61B
LNCLincoln National Corp8.10B
EQHEquitable Holdings Inc14.90B
CRBGCorebridge Financial Inc15.84B
PRUPrudential Financial Inc42.20B
FGF&G Annuities & Life Inc3.25B
METMetlife Inc64.69B
AMPAmeriprise Financial Inc45.15B
VOYAVoya Financial Inc9.26B
PFGPrincipal Financial Group Inc24.36B

Insider trading

9 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Prieskorn Laura LoueneFormer Officer & DirectorNov 09 '26Proposed Sale134.5086,59511,647,028Nov 09 10:36 AM
Prieskorn Laura LoueneOfficerNov 05 '26Proposed Sale134.9211,3311,528,746Nov 05 04:20 PM
Raub ChristopherEVP JFI; CEO PPM AmericaAug 12 '26Sale130.695,000653,45042,160Aug 13 04:21 PM
Chelko CarrieEVP and General CounselAug 05 '26Sale134.247,5001,006,80080,914Aug 06 04:26 PM
Kirkland Derek GDirectorMar 11 '26Sale108.3210,0001,083,20034,450Mar 12 04:22 PM
Raub ChristopherExecutive Vice PresidentMar 10 '26Option Exercise0.007,016045,527Mar 12 04:22 PM
Anderson Craig A.SVP and ControllerMar 10 '26Option Exercise0.005,19107,539Mar 12 04:19 PM
DEREK KIRKLANDDirectorMar 11 '26Proposed Sale108.323,500379,114Mar 11 04:05 PM
THE KIRKLAND FAMILY TRUSTDirectorMar 11 '26Proposed Sale108.326,500704,070Mar 11 04:03 PM

Held by

AUM
TickerCompanyAUM
IJRiShares Core S&P Small-Cap ETFAUM: 106.27B
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
VBVanguard Morningstar Small-Cap ETFAUM: 79.59B
DFSVUS Small Cap Value Portfolio ETF Class SharesAUM: 8.52B
DFATU.S. Targeted Value Portfolio-ETF Class SharesAUM: 14.47B
VBRVanguard Morningstar Small-Cap Value ETFAUM: 37.76B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
AVUVAvantis U.S. Small Cap Value ETFAUM: 32.39B

News

latest 14 of 200

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-037.5507.24312.3701,5422,0654
2026Q22026-08-037.3005.7199.1621681,9094
2026Q12026-05-055.1505.961-6.2372,9021,9374
2025Q42026-02-186.6105.862-3.1221,9881,9213
2025Q32025-11-046.1605.4530.9251,4161,8905
2025Q22025-08-054.8704.6392.335-4711,5115
2025Q12025-05-075.1004.927-0.4763,7501,7825
2024Q42025-02-194.6504.8824.4462251,8125
2024Q32024-11-064.6004.670-6.3682,1211,5245
2024Q22024-08-075.3204.6153.4251,2471,7224
2024Q12024-05-084.2303.7479.941-3221,6714
2023Q42024-02-212.5303.465-19.4511,6461,3974
2023Q32023-11-083.8003.52633.3492,6061,6115
2023Q22023-08-083.3403.53814.2064101,6006
2023Q12023-05-093.1503.851-18.113-7491,6236
2022Q42023-02-285.6605.098-8.483-3811,5706

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2021FY25.38023.22235.8918,8487,135
2022FY16.27015.49269.7486,6126,422
2023FY12.84013.74810.7576,0896,414
2024FY18.79019.01811.7433,2716,940
2025FY22.67021.958-0.2406,6837,344
2026FY-27.658--8,050
2027FY-32.355--8,663
2028FY-37.143--9,261
2029FY-46.600--9,917

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-121102,0892,0892,089
2026Q4S2026-11-062102,0922,0892,096
2026Q4S2026-11-042002,0802,0642,096
2026Q4S2026-11-032002,0802,0642,096
2026Q4S2026-10-212002,0802,0642,096
2026Q4S2026-10-182102,0802,0642,096
2026Q4S2026-10-092202,0802,0642,096
2026Q4S2026-08-072202,0892,0812,096
2026Q4S2026-08-042202,0502,0042,096
2026Q4S2026-07-092101,9771,9512,004
2026Q4S2026-07-082101,9771,9512,004
2026Q4S2026-06-212001,9481,9451,951
2026Q4S2026-05-112011,9481,9451,951
2026Q4S2026-05-081011,9451,9451,945

Estimate history

EPS, annual21.02-5.262-17.29235.89169.74810.75711.743-0.23912.1744
Period20182019202020212022202320242025TTM
EPS, quarterly-6.3684.446-0.4762.3350.925-3.122-6.2379.16212.371
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual13677.43478.43206.2924798633083327166836600
Period20182019202020212022202320242025TTM
Sales, quarterly21212253750-4711416198829021681542
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual94.46494.46494.46488.68682.6978.6673.38166.82666.448
Period20182019202020212022202320242025MRQ
Shares, quarterly74.35173.38171.87969.95868.33366.82670.27168.18566.448
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue6,600.006,683.003,271.003,083.009,863.009,247.003,206.203,478.4013,677.40
Losses, Claims & Reserves3,090.004,259.00-322.00-352.00-303.003,319.001,291.303,039.707,968.20
Selling, General and Administrative Incl. Other2,489.002,438.002,470.002,368.002,319.001,844.004,317.501,151.504,814.30
Operating Income before Interest Expense1,021.00-14.001,123.001,067.007,847.004,084.00-2,402.60-712.802,478.80
Interest Expense114.00100.00101.00109.00113.0037.0088.4098.5086.20
Net Income Before Taxes907.00-114.001,022.00958.007,734.004,047.00-2,491.00-811.302,392.60
Income Taxes-17.00-186.0046.004.001,505.00602.00-853.90-368.90338.30
Consolidated Net Income924.0072.00976.00954.006,229.003,445.00-1,637.10-442.402,054.30
Net Income From Continuing Operations885.0027.00946.00934.006,186.003,183.00-1,633.50-497.101,985.60
Net Income841.00-17.00902.00899.006,186.003,183.00-1,633.50-497.101,985.60
EPS (Recurring)12.28-0.2411.7418.2369.7535.89-17.29-5.2621.02
EPS (Basic, Before Extraordinaries)12.22-0.2411.8610.9972.3435.89-17.29-5.2621.02
EPS (Diluted)12.17-0.2411.7410.7669.7535.89-17.29-5.2621.02
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense-108.00152.0082.00102.00103.005.620.36-
Price To Earnings Ratio11.4511.45-2.440.451.241.47--
Price To Sales Ratio1.341.142.041.390.310.40---
Operating Margin15.47-0.2134.3334.6179.5644.17-74.94-20.4918.12
Net Margin12.74-0.2527.5829.1662.7234.42-50.95-14.2914.52
Shares Outstanding66.4566.8373.3878.6682.6988.6994.4694.4694.46
Market Capitalization9,211.299,211.296,431.894,098.662,933.003,951.443,940.11--
Operating Income after Interest Expense--114.001,022.00958.007,734.004,047.00-2,491.00-811.302,392.60
Reserves Increase (Decrease)-0.000.000.000.000.000.000.000.00

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue1,542.00168.002,902.001,988.001,416.00-471.003,750.00225.00
Losses, Claims & Reserves-113.00-1,121.002,630.001,694.00704.00-1,291.003,152.00-800.00
Selling, General and Administrative Incl. Other618.00597.00647.00627.00615.00606.00590.00620.00
Operating Income before Interest Expense1,037.00692.00-375.00-333.0097.00214.008.00405.00
Interest Expense37.0027.0025.0025.0025.0025.0025.0025.00
Operating Income after Interest Expense1,000.00665.00-400.00-358.0072.00189.00-17.00380.00
Net Income Before Taxes1,000.00665.00-400.00-358.0072.00189.00-17.00380.00
Income Taxes130.005.0020.00-172.00-19.004.001.0022.00
Consolidated Net Income870.00660.00-420.00-186.0091.00185.00-18.00358.00
Net Income From Continuing Operations858.00655.00-424.00-204.0076.00179.00-24.00345.00
Net Income847.00644.00-435.00-215.0065.00168.00-35.00334.00
EPS (Recurring)12.379.16-6.24-3.120.922.34-0.484.45
EPS (Basic, Before Extraordinaries)12.409.18-6.24-3.120.932.34-0.484.50
EPS (Diluted)12.379.16-6.24-3.120.922.34-0.484.45
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Price To Earnings Ratio11.45--14.75-86.537.32-
Price To Sales Ratio1.341.111.261.101.451.140.842.00
Operating Margin67.25411.90-12.92-16.756.85-45.440.21180.00
Net Margin54.93383.33-14.99-10.814.59-35.67-0.93148.44
Shares Outstanding66.4568.1970.2766.8368.3369.9671.8873.38
Market Capitalization9,211.297,141.007,472.497,248.997,050.826,343.026,086.316,431.89

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Cash5,704.003,767.002,691.004,301.002,631.002,018.701,934.50-
Investments69,114.0060,880.0060,747.0065,800.0074,102.0080,362.6076,848.90-
Premium Balance Receivables - Insurance0.000.000.000.000.000.000.00-
Net Property, Plant & Equipment54.0020.0024.0026.0031.0037.0046.40-
Investment in Unconsolidated Affiliates119.00127.00108.00146.00125.00125.40125.40-
Deferred Tax Assets3,560.003,635.003,685.003,715.004,323.004,955.604,121.40-
Other Intangible Assets257,358.00251,346.00240,623.00215,344.00264,590.00234,584.50209,046.70-
Total Assets335,909.00319,775.00307,878.00289,332.00345,802.00322,083.80292,123.30-
Insurance Policy Liabilities - Insurance74,001.0064,296.0061,747.0064,419.0073,274.0082,730.5078,891.90-
Total Debt2,086.002,060.002,037.002,671.004,053.00373.302,753.40-
Long Term Debt2,075.002,052.002,037.002,064.004,053.00363.002,753.40-
Provision for Risks Charges0.000.000.000.000.000.000.00-
Deferred Tax Liabilities2,841.003,155.003,045.003,395.003,369.003,897.803,438.80-
Other Liabilities246,639.00240,282.00230,715.00209,469.00254,032.00225,160.00199,718.60-
Total Liabilities325,567.00309,793.00297,544.00279,954.00334,728.00312,161.60284,802.70-
Non-Equity Reserves0.000.000.000.000.000.000.00-
Preferred Stock - Carrying Value533.00533.00533.000.000.000.000.00-
Common Equity9,420.009,231.009,637.008,646.0010,394.009,428.606,836.50-
Total Shareholders Equity9,953.009,764.0010,170.008,646.0010,394.009,428.606,836.50-
Accumulated Minority Interest389.00218.00164.00732.00680.00493.60484.10-
Total Equity10,342.009,982.0010,334.009,378.0011,074.009,922.207,320.60-
Total Liabilities & Stockholders Equity335,909.00319,775.00307,878.00289,332.00345,802.00322,083.80292,123.30-
Book Value Per Share140.96125.80122.51104.56117.2099.8172.37-
Tangible Book Value Per Share140.96125.80122.51104.56117.2099.8172.37-
Full-Time Employees3,8903,9703,8403,8953,5002,900--
Price to Book Ratio1.170.640.460.330.360.38--
Return on Assets0.010.300.311.950.95-0.53--
Return on Equity0.279.499.9364.9832.11-20.09--
Return on Invested Capital0.228.017.6557.7622.03-16.68-5.18-
Current Ratio------0.23-

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations6,178.006,002.006,094.005,314.005,521.007,057.004,736.606,739.304,359.30
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-246.00-244.00-301.00-4.00-315.00-1,375.00-959.50-2,371.301,462.70
Cash from Operating Activities5,932.005,758.005,793.005,310.005,206.005,682.003,777.104,368.005,822.00
Capital Expenditures0.000.000.000.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-12,678.00-7,518.00-6,751.00-1,215.00-1,031.00-742.00-4,666.30-8,189.80-1,757.40
Purchase of Investments-24,407.00-17,618.00-19,347.00-15,511.00-14,345.00-22,107.00-36,006.30-19,978.60-10,288.30
Sale Or Maturity of Investments11,729.0010,100.0012,596.0014,296.0013,314.0021,365.0031,340.0011,788.808,530.90
Other Uses-247.00-238.00-339.000.00-343.00-554.000.00-139.00-131.50
Other Sources0.000.000.00623.000.000.00333.700.000.00
Cash from Investing Activities-12,925.00-7,756.00-7,090.00-592.00-1,374.00-1,296.00-4,332.60-8,328.80-1,888.90
Cash Dividends Paid-283.00-267.00-255.00-236.00-186.00-50.000.00-875.00-450.00
Change in Capital Stock-339.00-669.00-442.00227.00-321.00-206.001,600.007.107.40
Repurchase of Common Pref Stock-839.00-669.00-442.00-306.00-321.00-206.000.000.000.00
Sale of Common Pref Stock500.000.000.00533.000.000.001,600.007.107.40
Proceedsfrom Stock Options500.000.000.00533.000.000.001,600.007.107.40
Issuance or Reduction of Debt, Net-803.00-1,012.002,399.00-1,432.00-623.002,396.0020.202,645.10-605.10
Change in Long Term Debt-301.00-491.00872.00196.000.001,565.000.000.000.00
Issuance of Long Term Debt0.000.00872.00196.000.001,565.000.000.000.00
Reduction of Long Term Debt-301.00-491.000.000.000.000.000.000.000.00
Net Financing Active Other Cash Flow7,212.005,883.00671.00-4,887.00-1,032.00-5,914.00-980.50149.80-1,224.20
Other Financing Activities Uses-46,718.00-42,245.00-39,372.00-29,204.00-25,173.00-28,712.00-23,176.10-25,132.60-22,235.50
Cash from Financing Activities6,532.003,935.002,373.00-6,328.00-2,162.00-3,774.00639.701,927.00-2,271.90
Net Change in Cash-461.001,937.001,076.00-1,610.001,670.00612.0084.20-2,033.801,661.20
Free Cash Flow5,932.005,758.005,793.005,310.005,206.005,682.003,777.104,368.005,822.00
Preferred Dividends (Cash Flow)--44.00-44.00-35.000.000.000.000.000.00
Price to Free Cash Flow1.571.381.210.840.610.66---

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Total Cash4,101.005,986.005,539.005,704.004,562.003,784.00
Investments77,270.0075,224.0070,894.0069,114.0067,572.0064,856.00
Net Property, Plant & Equipment0.000.000.0054.000.000.00
Investment in Unconsolidated Affiliates0.0087.00119.00119.00119.00119.00
Deferred Tax Assets532.00609.00610.003,560.00573.00449.00
Other Intangible Assets258,942.00266,828.00243,449.00257,358.00260,679.00254,105.00
Total Assets340,845.00348,734.00320,611.00335,909.00333,505.00323,313.00
Insurance Policy Liabilities - Insurance81,920.0079,678.0074,994.0074,001.0071,646.0068,213.00
Total Debt5,235.002,769.002,027.002,086.002,030.002,030.00
Long Term Debt5,235.002,769.002,027.002,075.002,030.002,030.00
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities---2,841.00--
Other Liabilities244,686.00255,813.00233,690.00246,639.00249,328.00242,468.00
Total Liabilities331,841.00338,260.00310,711.00325,567.00323,004.00312,711.00
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value533.00533.00533.00533.00533.00533.00
Common Equity7,948.009,429.008,963.009,420.009,696.009,821.00
Total Shareholders Equity8,481.009,962.009,496.009,953.0010,229.0010,354.00
Accumulated Minority Interest523.00512.00404.00389.00272.00248.00
Total Equity9,004.0010,474.009,900.0010,342.0010,501.0010,602.00
Total Liabilities & Stockholders Equity340,845.00348,734.00320,611.00335,909.00333,505.00323,313.00
Book Value Per Share119.61138.28127.55140.96141.89140.38
Tangible Book Value Per Share119.61138.28127.55140.96141.89140.38
Full-Time Employees---3,890--
Price to Book Ratio1.170.800.750.750.720.65
Return on Assets0.260.03-0.120.010.180.01
Return on Equity9.461.01-3.770.275.500.30
Return on Invested Capital6.265.14-3.68-1.700.621.45

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations1,604.001,603.001,397.001,574.001,595.001,345.00
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-187.00246.00-352.0047.00-225.00-172.00
Cash from Operating Activities1,417.001,849.001,045.001,621.001,370.001,173.00
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments-5,539.00-2,909.00-2,372.00-1,858.00-2,063.00-2,917.00
Purchase of Investments-8,451.00-6,314.00-5,204.00-4,438.00-4,743.00-4,712.00
Sale Or Maturity of Investments2,912.003,405.002,832.002,580.002,680.001,795.00
Other Uses5.00-108.00-58.00-86.00-31.00152.00
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities-5,534.00-3,017.00-2,430.00-1,944.00-2,094.00-2,765.00
Cash Dividends Paid-70.00-73.00-75.00-65.00-65.00-68.00
Preferred Dividends (Cash Flow)-11.00-11.00-11.00-11.00-11.00-11.00
Change in Capital Stock-233.00-227.00273.00-152.00-157.00-158.00
Repurchase of Common Pref Stock-233.00-227.00-227.00-152.00-157.00-158.00
Sale of Common Pref Stock0.000.00500.000.000.000.00
Proceedsfrom Stock Options0.000.00500.000.000.000.00
Issuance or Reduction of Debt, Net88.00457.00-474.00-129.00-93.00243.00
Change in Long Term Debt37.00-266.0061.00-133.0045.00109.00
Issuance of Long Term Debt0.00-61.0061.000.000.000.00
Reduction of Long Term Debt37.00-205.000.00-133.0045.00109.00
Net Financing Active Other Cash Flow2,447.001,458.001,496.001,811.001,817.001,472.00
Other Financing Activities Uses-11,476.00-12,227.00-11,194.00-11,821.00-11,071.00-9,127.00
Cash from Financing Activities2,232.001,615.001,220.001,465.001,502.001,489.00
Net Change in Cash-1,885.00447.00-165.001,142.00778.00-103.00
Free Cash Flow1,417.001,849.001,045.001,621.001,370.001,173.00
Price to Free Cash Flow1.571.281.491.341.321.18

Revenue breakdown

Life Insurance2024: 3.27B 2025: 6.68B
United States2024: 3.27B 2025: 6.68B

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-305.31%3.2M60.0M739.86K
2026-10-155.81%3.6M61.5M717.22K
2026-09-305.57%3.4M61.5M696.18K
2026-09-157.03%4.3M61.5M622.67K
2026-08-315.45%3.4M61.7M629.08K
2026-08-145.47%3.4M61.6M631.67K
2026-07-315.53%3.4M61.6M639.88K
2026-07-156.02%3.8M63.4M631.30K
2026-06-305.58%3.5M63.4M609.77K
2026-06-155.44%3.4M63.2M593.99K
2026-05-296.19%3.9M63.6M597.40K
2026-05-156.23%4.0M63.6M637.28K
2026-04-305.02%3.4M68.2M622.11K
2026-04-154.47%3.1M68.8M624.69K
2026-03-314.24%2.9M68.5M619.02K
2026-03-134.22%2.9M68.8M588.23K
2026-02-274.73%3.3M68.8M546.86K
2026-02-134.76%3.3M68.8M511.05K
2026-01-304.59%3.0M66.1M522.14K
2026-01-154.43%2.9M66.3M502.08K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call55.0082.3086.000.003.9870.000.000.996-0.0220.002
call60.0077.9080.2078.003.1260.000.000.996-0.0220.002
call65.0072.3075.300.002.9290.000.000.996-0.0230.002
call70.0067.4070.8065.502.9632.000.000.995-0.0230.003
call75.0062.4065.9060.962.7531.000.000.989-0.0590.006
call80.0058.2061.2029.352.6320.000.000.988-0.0590.006
call85.0053.3055.9026.481.8271.000.000.987-0.0580.007
call90.0048.2051.2022.502.1677.000.000.986-0.0580.008
call95.0043.1045.7020.101.5211.000.000.984-0.0570.008
call10037.4040.7039.051.39513.000.000.982-0.0560.009
call10532.6036.1035.001.5194.000.000.954-0.1360.021
call11028.0030.7031.501.22124.000.000.947-0.1320.023
call11522.5025.9022.600.86557.000.000.939-0.1260.026
call12018.2021.3019.201.00044.000.000.927-0.1190.030
call12514.1015.9010.200.7381550.000.887-0.1460.041
call1308.7011.708.300.6981820.000.800-0.2000.061
call1355.506.905.500.4992440.000.681-0.2180.077
call1401.753.802.140.4642230.000.498-0.2420.087
call1450.251.251.050.3722791.000.299-0.1890.075
call1500.051.000.260.4883040.000.194-0.1740.060
call1550.001.101.380.62139.000.000.150-0.1780.050
call1600.000.950.850.73225.000.000.126-0.1870.045
call1650.000.900.350.8312750.000.109-0.1910.041
call1700.000.951.550.9351.000.000.099-0.2010.038
call1750.000.350.050.8425.000.000.048-0.1040.022
call1800.000.900.000.9240.000.000.045-0.1070.020
call1850.001.150.001.0030.000.000.042-0.1100.019
call1900.001.150.001.0780.000.000.039-0.1130.018
call1950.000.150.001.2560.000.000.058-0.1680.026
put55.000.001.050.552.3274.000.00-0.003-0.0260.002
put60.000.001.151.432.1223.000.00-0.003-0.0260.002
put65.000.000.050.051.8917360.00-0.004-0.0240.002
put70.000.000.050.101.6479750.00-0.004-0.0220.003
put75.000.000.900.301.81019.000.00-0.010-0.0600.006
put80.000.000.903.401.63911.000.00-0.011-0.0590.006
put85.000.000.900.051.4751040.00-0.012-0.0580.007
put90.000.000.900.301.3421310.00-0.014-0.0580.008
put95.000.000.950.651.1951170.00-0.015-0.0560.008
put1000.000.150.051.2761060.00-0.050-0.1510.023
put1050.001.000.101.14447.000.00-0.046-0.1340.021
put1100.001.050.050.9891281.00-0.052-0.1290.023
put1150.000.850.250.83848311.00-0.061-0.1230.026
put1200.150.500.300.6891,2760.00-0.072-0.1160.030
put1250.250.752.250.6072,8290.00-0.113-0.1420.041
put1300.601.301.140.5474231.00-0.200-0.1950.061
put1351.402.255.400.48699.000.00-0.318-0.2130.077
put1403.004.404.500.51660.000.00-0.501-0.2360.087
put1455.808.008.000.5942.000.00-0.700-0.1830.075
put1509.4012.7020.200.6963.000.00-0.806-0.1670.060
put15514.6017.8016.500.8510.000.00-0.850-0.1710.050
put16019.5022.7024.700.9760.000.00-0.873-0.1790.045
put16524.9027.700.001.1050.000.00-0.890-0.1830.041
put17030.1032.7035.501.2260.000.00-0.900-0.1920.038
put17534.5037.7058.401.3390.000.00-0.951-0.0940.022
put18039.4042.700.001.4470.000.00-0.955-0.0970.020
put18544.4047.700.001.5490.000.00-0.958-0.1000.019
put19050.0051.900.001.4660.000.00-0.960-0.1020.018
put19554.4057.700.001.7390.000.00-0.980-0.0470.010

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-1013F-NTFurther understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff);2026-09-30SEC
2026-11-09144Filing for proposed sale of securities under Rule 144.SEC
2026-11-05144Filing for proposed sale of securities under Rule 144.SEC
2026-11-0310-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-038-KCurrent report2026-11-03SEC
2026-11-038-KCurrent report2026-11-03SEC
2026-10-163Initial statement of beneficial ownership of securities2026-10-12SEC
2026-10-148-KCurrent report2026-10-12SEC
2026-10-083Initial statement of beneficial ownership of securities2026-10-01SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-284Statement of changes in beneficial ownership of securities2026-09-24SEC
2026-09-144Statement of changes in beneficial ownership of securities2026-09-10SEC
2026-09-144Statement of changes in beneficial ownership of securities2026-09-10SEC
2026-09-144Statement of changes in beneficial ownership of securities2026-09-10SEC
2026-08-27N-PXAnnual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX2026-06-30SEC
2026-08-134Statement of changes in beneficial ownership of securities2026-08-12SEC
2026-08-064Statement of changes in beneficial ownership of securities2026-08-05SEC
2026-08-0613F-NTFurther understand that each of 13F-HR, 13F-NT, and amendments thereto are mandatory electronic filings (hardship exemption exists to submit in paper; never used to the knowledge of IM staff);2026-06-30SEC
2026-08-0310-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-08001.66M2
2026-070000
2026-060000
2026-050000
2026-040000
2026-03001.08M1
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.9.75%
VANGUARD PORTFOLIO MANAGEMENT LLC7.81%
TPG GP A, LLC6.76%
DIMENSIONAL FUND ADVISORS LP6.10%
VANGUARD CAPITAL MANAGEMENT LLC4.50%
STATE STREET CORP4.26%
GEODE CAPITAL MANAGEMENT, LLC2.74%
DONALD SMITH & CO., INC.2.57%
HSBC HOLDINGS PLC2.51%
ACADIAN ASSET MANAGEMENT LLC2.19%

Funds

Fund% owned
Lord Abbett Short Duration Income Fund37.33%
Baird Core Plus Bond Fund21.51%
Strategic Advisers Fidelity Core Income Fund20.74%
Baird Aggregate Bond Fund18.14%
VANGUARD TOTAL BOND MARKET INDEX FUND15.28%
Allspring Core Plus Bond Fund13.29%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND12.98%
Fidelity SAI Total Bond Fund10.76%
EQ/Intermediate Corporate Bond Portfolio10.32%
Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund9.03%

OakChart. JXN. Cached 15 minutes.