CenterBook Partners LP Buys 6,360 Shares of Jackson Financial Inc. $JXN

CenterBook Partners LP grew its stake in Jackson Financial Inc. (NYSE:JXN) by 70.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,329 shares of the company’s stock after acquiring an additional 6,360 shares during the quarter. CenterBook Partners LP’s holdings in Jackson Financial were worth $1,552,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. Cullen Frost Bankers Inc. purchased a new position in Jackson Financial in the third quarter valued at about $28,000. Twin Peaks Wealth Advisors LLC acquired a new stake in Jackson Financial in the second quarter valued at approximately $30,000. Salomon & Ludwin LLC purchased a new position in Jackson Financial in the third quarter worth $34,000. Bayforest Capital Ltd increased its position in shares of Jackson Financial by 541.2% during the third quarter. Bayforest Capital Ltd now owns 327 shares of the company’s stock worth $33,000 after purchasing an additional 276 shares in the last quarter. Finally, Pinnacle Bancorp Inc. purchased a new stake in shares of Jackson Financial during the 3rd quarter valued at $34,000. 89.96% of the stock is currently owned by hedge funds and other institutional investors.

Jackson Financial Trading Down 2.8%

NYSE JXN opened at $113.71 on Friday. Jackson Financial Inc. has a 1 year low of $64.70 and a 1 year high of $123.61. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.27 and a quick ratio of 0.27. The company has a market capitalization of $7.73 billion, a PE ratio of -324.87 and a beta of 1.45. The company has a fifty day moving average of $112.79 and a 200 day moving average of $102.57.

Jackson Financial (NYSE:JXN) last released its quarterly earnings data on Wednesday, February 18th. The company reported $6.61 earnings per share for the quarter, beating analysts’ consensus estimates of $5.90 by $0.71. The company had revenue of $1.99 billion for the quarter, compared to analysts’ expectations of $1.92 billion. The business’s quarterly revenue was down 2.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.65 EPS. Research analysts forecast that Jackson Financial Inc. will post 20.55 earnings per share for the current year.

Jackson Financial Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be given a $0.90 dividend. The ex-dividend date is Monday, March 16th. This represents a $3.60 annualized dividend and a yield of 3.2%. This is a boost from Jackson Financial’s previous quarterly dividend of $0.80. Jackson Financial’s payout ratio is currently 44.26%.

Key Headlines Impacting Jackson Financial

Here are the key news stories impacting Jackson Financial this week:

• Positive Sentiment: Q4 EPS beat and revenue beat — JXN reported $6.61 EPS vs. $5.90 expected and revenue of $1.99B vs. $1.92B expected; earnings were well above prior year and drove upside to consensus. Press Release / Earnings PDF
• Positive Sentiment: Dividend increase — Jackson raised its quarterly common dividend to $0.90 (12.5% raise versus prior $0.80), implying a ~3.1% yield and signaling confidence in cash flow and capital allocation. Dividend Announcement
• Positive Sentiment: Boost to capital returns — Management outlined an increase in capital returns as part of the 2025 results, which supports shareholder return expectations going forward. Capital Returns Report
• Neutral Sentiment: Full earnings disclosure and management detail — The complete Q4 2025 earnings call transcript and slide deck provide context on drivers (investment spreads, mortality/morbidity experience, and capital actions) that investors will parse for sustainable earnings power. Earnings Call Transcript
• Negative Sentiment: Underlying revenue contraction — Revenue was down ~2.8% year‑over‑year, a sign investors may worry about top‑line pressure even as earnings per share rose (likely aided by reserve/margin changes or investment results). Quarterly Results Coverage
• Negative Sentiment: Near‑term stock reaction — Despite the beats and buyback/dividend moves, the shares are trading lower today on higher volume, consistent with profit‑taking after the company’s run and investors digesting the mixed topline trend.

Wall Street Analyst Weigh In

JXN has been the subject of a number of research analyst reports. Morgan Stanley set a $105.00 price target on Jackson Financial in a research note on Monday, December 15th. Evercore set a $118.00 price objective on shares of Jackson Financial and gave the company an “in-line” rating in a research report on Tuesday, January 6th. Barclays reissued an “overweight” rating and set a $137.00 target price on shares of Jackson Financial in a research report on Thursday, January 8th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Jackson Financial in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $113.00.

Jackson Financial Company Profile

Jackson Financial Inc is a U.S.-based financial services holding company headquartered in Lansing, Michigan. The company operates primarily through its principal subsidiary, Jackson National Life Insurance Company, and specializes in designing and distributing retirement products. Jackson Financial has been publicly traded on the New York Stock Exchange under the ticker JXN since its initial public offering in May 2022.

The company’s core offerings include a broad range of fixed, variable and indexed annuity products aimed at helping individuals preserve and grow retirement assets.