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Jackson Financial (JXN) has quietly delivered strong gains this year, and its recent double digit moves over the past month and past 3 months are making value focused investors take notice.
See our latest analysis for Jackson Financial.
With the share price now around $105.82, Jackson’s roughly 20% year to date share price return and standout three year total shareholder return above 250% suggest momentum is still firmly building as investors reassess its risk reward profile.
If Jackson’s run has you rethinking financials, it could be a good moment to broaden your search and discover fast growing stocks with high insider ownership.
But with shares trading just below analyst targets and headlines focused on its past rally, is Jackson still a valuation outlier offering hidden upside, or is the market already pricing in the next leg of growth?
Compared with Jackson Financial’s last close at $105.82, the most followed narrative points to a slightly higher fair value anchored in durable growth.
The strategic shift toward greater product diversification, especially fee based and spread products like RILA and fixed annuities, is expanding Jackson’s margins, reducing earnings volatility, and positioning the company to benefit from long term trends in defined contribution retirement plans positively impacting net margins and overall profitability.
Curious how steady double digit growth, fatter margins, and a lower than sector multiple can still argue for upside from here? See how the narrative connects these moving parts into one coherent valuation roadmap that stretches several years out, then decide whether those embedded assumptions feel ambitious or surprisingly conservative.
Result: Fair Value of $110.80 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, persistent variable annuity outflows and greater exposure to higher risk assets could pressure long term fee income and capital strength, and could justify lower valuation multiples.
Find out about the key risks to this Jackson Financial narrative.
If you are not fully aligned with this view or want to dig into the numbers yourself, you can build a custom thesis in minutes, Do it your way.
A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Jackson Financial.
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