4,612 Shares of Jackson Financial Inc. $JXN Acquired by Partners Wealth Management LLC

01 Nov 2026, 10:25 by Danessa Lincoln · The Markets Daily

Partners Wealth Management LLC bought a new stake in shares of Jackson Financial Inc. (NYSE:JXN – Free Report) in the third quarter, Holdings Channel reports. The fund bought 4,612 shares of the company’s stock, valued at approximately $596,000.

Other hedge funds have also added to or reduced their stakes in the company. Dimensional Fund Advisors LP increased its position in shares of Jackson Financial by 0.5% during the first quarter. Dimensional Fund Advisors LP now owns 4,060,350 shares of the company’s stock valued at $429,240,000 after buying an additional 18,740 shares during the period. Donald Smith & CO. Inc. bought a new position in shares of Jackson Financial in the second quarter valued at approximately $183,186,000. Hsbc Holdings PLC boosted its position in shares of Jackson Financial by 16.5% in the fourth quarter. Hsbc Holdings PLC now owns 1,550,942 shares of the company’s stock valued at $166,476,000 after acquiring an additional 220,095 shares during the period. Bank of New York Mellon Corp boosted its position in shares of Jackson Financial by 2.8% in the first quarter. Bank of New York Mellon Corp now owns 910,853 shares of the company’s stock valued at $96,295,000 after acquiring an additional 24,747 shares during the period. Finally, Janus Henderson Group PLC grew its stake in Jackson Financial by 31.6% during the first quarter. Janus Henderson Group PLC now owns 484,713 shares of the company’s stock valued at $51,290,000 after acquiring an additional 116,436 shares in the last quarter. Hedge funds and other institutional investors own 89.96% of the company’s stock.

Jackson Financial Stock Performance

NYSE:JXN opened at $134.76 on Friday. The business’s 50-day moving average price is $133.06 and its two-hundred day moving average price is $118.06. Jackson Financial Inc. has a twelve month low of $89.67 and a twelve month high of $140.90. The stock has a market cap of $9.13 billion, a P/E ratio of 189.81 and a beta of 1.31. The company has a quick ratio of 0.26, a current ratio of 0.26 and a debt-to-equity ratio of 0.53.

Jackson Financial (NYSE:JXN – Get Free Report) last issued its quarterly earnings results on Monday, August 3rd. The company reported $7.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.72 by $1.58. Jackson Financial had a return on equity of 18.93% and a net margin of 1.59%. The firm had revenue of $2 billion during the quarter, compared to the consensus estimate of $1.91 billion.

Jackson Financial Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Tuesday, September 15th were given a $0.90 dividend. This represents a $3.60 annualized dividend and a dividend yield of 2.7%. The ex-dividend date was Tuesday, September 15th. Jackson Financial’s dividend payout ratio is 507.04%.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on JXN shares. Wall Street Zen raised shares of Jackson Financial from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Weiss Ratings upgraded shares of Jackson Financial from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, August 4th. Barclays set a $151.00 price target on shares of Jackson Financial in a report on Thursday, October 8th. Evercore set a $135.00 price target on shares of Jackson Financial in a research report on Wednesday, August 5th. Finally, Keefe, Bruyette & Woods reaffirmed a “market perform” rating and issued a $140.00 price target on shares of Jackson Financial in a report on Friday, September 18th. Two analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $134.20.

Read Our Latest Report on JXN

Insider Buying and Selling

In other Jackson Financial news, CEO Christopher Raub sold 5,000 shares of Jackson Financial stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $130.69, for a total transaction of $653,450.00. Following the completion of the sale, the chief executive officer directly owned 42,160 shares in the company, valued at $5,509,890.40. The trade was a 10.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Carrie Chelko sold 7,500 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $134.24, for a total transaction of $1,006,800.00. Following the completion of the transaction, the executive vice president directly owned 80,914 shares of the company’s stock, valued at approximately $10,861,895.36. This represents a 8.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.40% of the company’s stock.

About Jackson Financial

(Free Report)

Jackson Financial Inc is a U.S.-based financial services company focused on helping individuals and institutions pursue retirement security. Through its operating subsidiaries, the company develops and distributes annuity products designed to provide income, investment growth opportunities and protection against certain retirement-related risks.