Jackson Financial Inc

More Details of Jackson Financial Inc Company

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.

Company Info

Company codeJXN

Company nameJackson Financial Inc

IPO dateSep 01, 2021

Founded at2006

CEOMr. Craig D. Smith

Number of employees3060

Security typeOrdinary Share

Fiscal year-endSep 01

Address1 Corporate Way

CityLANSING

Stock exchangeNYSE Consolidated

CountryUnited States of America

Postal code48951

Phone15173815500

Websitehttps://www.jackson.com/

Company codeJXN

IPO dateSep 01, 2021

Founded at2006

Company Executives

Name

Name/Position

Position

Shareholding

Change

Mr. Steven A. (Steve) Kandarian

Independent Chairman of the Board

101.88K

+20.74%

Mr. Derek G. Kirkland

Independent Director

41.91K

--

Ms. Lily Fu Claffee

Independent Director

39.18K

--

Mr. Gregory T. Durant

Independent Director

32.46K

--

Mr. Russell G. Noles, CPA

Independent Director

31.48K

+1.35%

Mr. Craig A. Anderson

Senior Vice President, Controller

--

Mr. Christopher A. (Chris) Raub

Executive Vice President, President of Jackson National Life Insurance Company

--

Mr. Scott E. Romine

President and Chief Executive Officer of Jackson National Life Distributors LLC

--

Ms. Laura L. Prieskorn

President, Chief Executive Officer, Director

--

Mr. Craig D. Smith

President, Chief Executive Officer of PPM America, Inc.

--

Name

Name/Position

Position

Shareholding

Change

Mr. Steven A. (Steve) Kandarian

Independent Chairman of the Board

101.88K

+20.74%

Mr. Derek G. Kirkland

Independent Director

41.91K

--

Ms. Lily Fu Claffee

Independent Director

39.18K

--

Mr. Gregory T. Durant

Independent Director

32.46K

--

Mr. Russell G. Noles, CPA

Independent Director

31.48K

+1.35%

Mr. Craig A. Anderson

Senior Vice President, Controller

--

Revenue Breakdown

No Data

No Data

By Business

By Region

No Data

Shareholder

Update time: Wed, Apr 16

Shareholder Statistics

Type

Shareholder Statistics

Shareholder

Proportion

The Vanguard Group, Inc.

13.00%

BlackRock Institutional Trust Company, N.A.

8.84%

Dimensional Fund Advisors, L.P.

6.10%

State Street Global Advisors (US)

4.67%

HSBC Global Asset Management (UK) Limited

2.92%

Other

64.48%

Shareholder Statistics

Shareholder

Proportion

The Vanguard Group, Inc.

13.00%

BlackRock Institutional Trust Company, N.A.

8.84%

Dimensional Fund Advisors, L.P.

6.10%

State Street Global Advisors (US)

4.67%

HSBC Global Asset Management (UK) Limited

2.92%

Other

64.48%

Type

Shareholder

Proportion

Investment Advisor/Hedge Fund

48.77%

Investment Advisor

34.36%

Research Firm

5.33%

Pension Fund

2.40%

Individual Investor

1.77%

Hedge Fund

1.73%

Sovereign Wealth Fund

1.67%

Bank and Trust

0.70%

Insurance Company

0.12%

Other

3.14%

Institutional Shareholding

Update time: Tue, Mar 4

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q1

823

72.32M

99.56%

-13.51M

2024Q4

844

72.32M

99.53%

-15.34M

2024Q3

802

71.27M

94.78%

-25.68M

2024Q2

773

72.51M

95.14%

-25.92M

2024Q1

750

73.03M

95.32%

-23.89M

2023Q4

756

72.81M

92.63%

-26.69M

2023Q3

807

81.50M

101.53%

-20.93M

2023Q2

812

76.19M

92.94%

-24.31M

2023Q1

787

74.82M

92.10%

-24.62M

2022Q4

748

75.36M

91.12%

-27.56M

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

The Vanguard Group, Inc.

9.37M

12.9%

-597.38K

-5.99%

Dec 31, 2024

BlackRock Institutional Trust Company, N.A.

6.37M

8.77%

-33.30K

-0.52%

Dec 31, 2024

Dimensional Fund Advisors, L.P.

4.40M

6.06%

-204.20K

-4.44%

Dec 31, 2024

State Street Global Advisors (US)

3.36M

4.63%

+96.47K

+2.95%

Dec 31, 2024

HSBC Global Asset Management (UK) Limited

2.10M

2.89%

-131.96K

-5.91%

Dec 31, 2024

Geode Capital Management, L.L.C.

2.10M

2.89%

+13.36K

+0.64%

Dec 31, 2024

Goldman Sachs & Company, Inc.

1.99M

2.74%

+57.53K

+2.97%

Dec 31, 2024

First Trust Advisors L.P.

4.13M

5.69%

+487.80K

+13.38%

Dec 31, 2024

American Century Investment Management, Inc.

1.56M

2.14%

-3.37K

-0.22%

Dec 31, 2024

Donald Smith & Co., Inc.

1.56M

2.14%

-444.11K

-22.19%

Dec 31, 2024

Related ETFs

Update time: Sun, Apr 6

Name

Proportion

Invesco S&P SmallCap Momentum ETF

3.27%

Miller Value Partners Appreciation ETF

3.02%

Federated Hermes MDT Small Cap Core ETF

2.37%

Themes US Small Cap Cash Flow Champions ETF

2.17%

FT Cboe Vest Rising Dividend Achievers Target Inc

2.11%

First Trust Rising Dividend Achievers ETF

2.06%

Invesco S&P SmallCap Financials ETF

2.02%

FT Vest SMID Rising Dividend Achievers Tgt In

1.68%

Cambria Micro and SmallCap Shareholder Yield ETF

1.33%

First Trust BuyWrite Income ETF

1.1%

Invesco S&P SmallCap Momentum ETF

Proportion3.27%

Miller Value Partners Appreciation ETF

Proportion3.02%

Federated Hermes MDT Small Cap Core ETF

Proportion2.37%

Themes US Small Cap Cash Flow Champions ETF

Proportion2.17%

FT Cboe Vest Rising Dividend Achievers Target Inc

Proportion2.11%

First Trust Rising Dividend Achievers ETF

Proportion2.06%

Invesco S&P SmallCap Financials ETF

Proportion2.02%

FT Vest SMID Rising Dividend Achievers Tgt In

Proportion1.68%

Cambria Micro and SmallCap Shareholder Yield ETF

Proportion1.33%

First Trust BuyWrite Income ETF

Proportion1.1%

Dividend

A total of 727.00M USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

Feb 19, 2025

JXN.NB Interim Cash Dividend of gross USD 0.8 paid on Mar 20, 2025 going ex on Mar 11, 2025

Mar 11, 2025

Mar 20, 2025

Mar 11, 2025

Nov 06, 2024

JXN.NB Final Cash Dividend of gross USD 0.7 paid on Dec 19, 2024 going ex on Dec 05, 2024

Dec 05, 2024

Dec 19, 2024

Dec 05, 2024

Aug 07, 2024

JXN.NB Interim Cash Dividend of gross USD 0.7 paid on Sep 19, 2024 going ex on Sep 05, 2024

Sep 05, 2024

Sep 19, 2024

Sep 05, 2024

May 08, 2024

JXN.NB Interim Cash Dividend of gross USD 0.7 paid on Jun 20, 2024 going ex on Jun 06, 2024

Jun 06, 2024

Jun 20, 2024

Jun 06, 2024

Feb 21, 2024

JXN.NB Interim Cash Dividend of gross USD 0.7 paid on Mar 21, 2024 going ex on Mar 11, 2024

Mar 12, 2024

Mar 21, 2024

Mar 11, 2024

Nov 08, 2023

JXN.NB Final Cash Dividend of gross USD 0.62 paid on Dec 14, 2023 going ex on Nov 29, 2023

Nov 30, 2023

Dec 14, 2023

Nov 29, 2023

Aug 08, 2023

JXN.NB Interim Cash Dividend of gross USD 0.62 paid on Sep 14, 2023 going ex on Aug 30, 2023

Aug 31, 2023

Sep 14, 2023

Aug 30, 2023

May 09, 2023

JXN.NB Interim Cash Dividend of gross USD 0.62 paid on Jun 15, 2023 going ex on May 31, 2023

Jun 01, 2023

Jun 15, 2023

May 31, 2023

Feb 28, 2023

JXN.NB Interim Cash Dividend of gross USD 0.62 paid on Mar 23, 2023 going ex on Mar 13, 2023

Mar 14, 2023

Mar 23, 2023

Mar 13, 2023

Nov 09, 2022

JXN.NB Final Cash Dividend of gross USD 0.55 paid on Dec 15, 2022 going ex on Nov 30, 2022

Dec 01, 2022

Dec 15, 2022

Nov 30, 2022

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

76.600USD

Jackson Financial Inc

76.600

Overview

Company