Jackson Financial Inc. $JXN Stock Position Decreased by Y Intercept Hong Kong Ltd

Posted by Francis Steltz on Jul 9th, 2026

Y Intercept Hong Kong Ltd trimmed its position in shares of Jackson Financial Inc. (NYSE:JXN – Free Report) by 46.9% in the 1st quarter, Holdings Channel reports. The institutional investor owned 19,841 shares of the company’s stock after selling 17,536 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Jackson Financial were worth $2,098,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Integrated Wealth Concepts LLC lifted its stake in Jackson Financial by 33.2% in the first quarter. Integrated Wealth Concepts LLC now owns 5,471 shares of the company’s stock valued at $458,000 after acquiring an additional 1,363 shares during the last quarter. Woodline Partners LP bought a new stake in Jackson Financial in the first quarter worth approximately $4,081,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Jackson Financial by 3.6% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 210,836 shares of the company’s stock worth $17,664,000 after purchasing an additional 7,380 shares during the last quarter. EverSource Wealth Advisors LLC increased its stake in shares of Jackson Financial by 55.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 911 shares of the company’s stock worth $81,000 after purchasing an additional 325 shares during the last quarter. Finally, Marshall Wace LLP bought a new position in shares of Jackson Financial during the 2nd quarter valued at $986,000. Institutional investors own 89.96% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Keefe, Bruyette & Woods lifted their price objective on shares of Jackson Financial from $120.00 to $125.00 and gave the company a “market perform” rating in a research note on Wednesday, May 13th. Wall Street Zen downgraded shares of Jackson Financial from a “buy” rating to a “hold” rating in a research report on Saturday, April 11th. Barclays raised their target price on Jackson Financial from $136.00 to $139.00 and gave the company an “overweight” rating in a report on Tuesday. Finally, Weiss Ratings cut Jackson Financial from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $116.40.

Check Out Our Latest Research Report on Jackson Financial

Jackson Financial Trading Down 0.7%

Shares of JXN stock opened at $108.51 on Thursday. Jackson Financial Inc. has a 12 month low of $82.65 and a 12 month high of $123.61. The company has a market cap of $7.57 billion, a PE ratio of -17.76 and a beta of 1.32. The company has a quick ratio of 0.27, a current ratio of 0.27 and a debt-to-equity ratio of 0.49. The business’s 50 day moving average is $108.10 and its two-hundred day moving average is $109.66.

Jackson Financial Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Thursday, June 11th were paid a $0.90 dividend. The ex-dividend date was Thursday, June 11th. This represents a $3.60 dividend on an annualized basis and a yield of 3.3%. Jackson Financial’s dividend payout ratio (DPR) is presently -58.92%.

Jackson Financial Profile

(Free Report)

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.