Jackson Reports Q4 Revenue of $1.99B, Beating Consensus
Reports Q4 revenue $1.99B, consensus $1.92B. Laura Prieskorn, President and Chief Executive Officer of Jackson, stated, "2025 was a monumental year for Jackson, with our results highlighting success and growth across our business. Our full-year retail annuity sales delivered double-digit growth and a more diversified product mix, highlighting our distribution strength and operational capabilities. We have exceeded our financial targets by returning $862 million to common shareholders in 2025, ending the year with an RBC ratio of 567%, and holding robust levels of excess cash at the holding company. Furthermore, our recently announced long-term strategic partnership with TPG, along with enhanced capabilities at PPM, position us well to continue to grow and diversify our in-force business in a highly profitable way. These results give us confidence in our $900 million to $1.1 billion capital return target for 2026, and we look forward to continuing to deliver on our commitment to helping Americans achieve financial security."
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- Earnings Announcement Date: Jackson Financial (JXN) is set to release its Q4 earnings on February 18th after market close, with a consensus EPS estimate of $5.86, reflecting a 26.0% year-over-year growth that indicates sustained profitability.
- Strong Revenue Expectations: The anticipated revenue for Q4 is $1.92 billion, representing a staggering 753.3% year-over-year increase, showcasing the company's robust performance and ability to expand its business.
- Historical Performance Review: Over the past two years, JXN has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, indicating the company's reliability in meeting earnings forecasts and bolstering market confidence.
- Recent Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions with no downward adjustments, reflecting analysts' optimistic outlook on the company's future performance and further enhancing investor confidence.
- Quarterly Dividend Increase: Jackson Financial has declared a quarterly dividend of $0.90 per share, marking a 12.5% increase from the previous $0.80, reflecting the company's strong profitability and cash flow, which enhances investor confidence.
- Stable Yield: The forward yield of 3.08% not only attracts income-seeking investors but also has the potential to increase the stock's market appeal, thereby driving up its price.
- Shareholder Return Plan: The dividend will be payable on March 26, with a record date of March 16 and an ex-dividend date also on March 16, ensuring shareholders can promptly benefit from this return, thereby strengthening their loyalty to the company.
- Performance Exceeds Expectations: Jackson Financial's recent non-GAAP EPS of $6.61 surpassed expectations by $0.75, with revenue reaching $1.99 billion, exceeding forecasts by $70 million, showcasing the company's competitive edge and growth potential.
- Earnings Beat: Jackson Financial reported a Q4 non-GAAP EPS of $6.61, surpassing expectations by $0.75, indicating a significant improvement in profitability that boosts investor confidence.
- Revenue Surge: The company achieved $1.99 billion in revenue for Q4, a staggering 784.4% increase year-over-year, exceeding forecasts by $70 million, reflecting strong demand across its product suite and solidifying its market position.
- Record Annuity Sales: Retail annuity sales reached a record $5.9 billion in Q4, up 27% from the previous year, demonstrating the company's sustained competitiveness in the annuity market, which is crucial for future revenue growth.
- Net Income Loss: Despite strong sales, Jackson Financial reported a net income loss of $215 million in Q4, translating to a loss of $3.13 per share, contrasting sharply with a profit of $334 million or $4.45 per share in the same quarter last year, highlighting the need to focus on restoring profitability.
- Dividend Volatility Analysis: Jackson Financial Inc.'s recent dividend sustainability is influenced by profitability fluctuations, with a projected annual yield of 3%, providing investors with a stable income expectation based on historical data.
- Profit and Dividend Relationship: Dividend amounts are closely tied to the company's profitability ups and downs, making historical analysis crucial for assessing future dividend sustainability, which in turn impacts investor decisions.
- Market Reaction Expectations: Investors are cautious regarding Jackson Financial's dividend policy, particularly amid profitability instability, which may affect the stock's attractiveness and overall market performance.
- Investor Confidence: Despite profitability fluctuations, Jackson Financial's commitment to maintaining dividend payments may bolster investor confidence, especially in a market environment where stable income is sought after.
- Earnings Estimate Increase: Jackson Financial Inc. (JXN) has seen its current year earnings estimate raised by 6.1% over the last 60 days, indicating increased market confidence in its future profitability, which could drive stock price appreciation.
- Dividend Yield Advantage: The company boasts a dividend yield of 3.0%, significantly higher than the industry average of 1.6%, which is likely to attract income-seeking investors and enhance its market appeal.
- Strong Energy Sector Performance: Valero Energy Corporation (VLO) experienced an 18.2% increase in its earnings estimate during the same period, reflecting robust growth potential that may enhance shareholder returns.
- Attractive Energy Stocks: Suncor Energy Inc. (SU) also saw an 8.6% rise in its earnings estimate, with a dividend yield of 4.0% surpassing the industry average of 3.6%, potentially drawing more investor interest to its stock.
- Earnings Estimate Increase: Jackson Financial Inc. (JXN) has seen its current year earnings estimate raised by 6.1% over the last 60 days, indicating increased market confidence in its financial performance, which could drive stock price appreciation and attract more investor interest.
- Significant Valuation Advantage: The company boasts a price-to-earnings ratio of 4.90, significantly lower than the industry average of 11.30, suggesting its stock is undervalued, potentially drawing in value-seeking investors and boosting market demand.
- Strong Value Score: Jackson Financial holds an A Value Score, reflecting its advantages in financial health and profitability, which further enhances its appeal in the competitive financial services market.
- Comparative Industry Advantage: With a lower P/E ratio compared to both the industry and the S&P 500, Jackson Financial may be more attractive to investors, especially in the current economic climate where there is a preference for high-value investment opportunities.









