Morgan Stanley Adjusts Price Target for Jackson Financial (JXN) Amid Industry Cycle Changes
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 02 2025
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Source: Yahoo Finance
Jackson Financial's Market Position: Jackson Financial Inc. (NYSE:JXN) is recognized as one of the 14 best up-and-coming dividend stocks, despite a recent price target reduction by Morgan Stanley from $106 to $101 while maintaining an Equal Weight rating.
Q3 Financial Performance: In Q3 2025, Jackson Financial reported total revenues of $1.4 billion, a 33.2% decline year-over-year, but retail annuity sales increased by 2% to $5.4 billion, indicating steady demand.
Capital Generation and Shareholder Returns: CEO Laura Prieskorn highlighted a free capital generation of $1 billion and free cash flow of $719 million, with $815 million distributed to the holding company and a $1 billion increase in share repurchase authorization.
Investment Outlook: While Jackson Financial shows potential as an investment, there are suggestions that certain AI stocks may offer better upside potential and lower downside risk, prompting a recommendation for further exploration of undervalued AI stocks.
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Analyst Views on JXN
Wall Street analysts forecast JXN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JXN is 115.00 USD with a low forecast of 100.00 USD and a high forecast of 137.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
1 Buy
4 Hold
0 Sell
Hold
Current: 115.980
Low
100.00
Averages
115.00
High
137.00
Current: 115.980
Low
100.00
Averages
115.00
High
137.00
About JXN
Jackson Financial Inc. is a financial services company, which helps to clarify the complexity of retirement planning for financial professionals and their clients. Its segments include Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. Its Retail Annuities segment offers a variety of retirement income and savings products through its diverse suite of products, consisting primarily of variable annuities, registered index-linked annuities (RILA), fixed index annuities, fixed annuities and payout annuities. The Institutional Products segment consists of traditional Guaranteed Investment Contracts, funding agreements and medium-term note funding agreements. The Closed Life and Annuity Blocks segment includes various protection products, primarily whole life, universal life, variable universal life, and term life insurance products, as well as fixed, fixed index and payout annuities. It offers a diverse suite of annuities to retail investors in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Jackson Financial Inc. Projects 3% Annual Dividend Yield
- 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.
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Jackson Financial Inc. Earnings Estimate Raised by 6.1%
- 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.
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