Partners Wealth Management LLC Makes New $596,000 Investment in Jackson Financial Inc. $JXN

Posted by Brian Himes on Nov 1st, 2026

Partners Wealth Management LLC acquired a new position in Jackson Financial Inc. (NYSE:JXN – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 4,612 shares of the company’s stock, valued at approximately $596,000.

A number of other institutional investors have also recently bought and sold shares of the business. Signature Equity Partners LLC purchased a new stake in shares of Jackson Financial during the 1st quarter valued at $38,000. Root Financial Partners LLC raised its stake in shares of Jackson Financial by 46.4% during the 1st quarter. Root Financial Partners LLC now owns 401 shares of the company’s stock worth $42,000 after purchasing an additional 127 shares during the period. Continuum Advisory LLC bought a new stake in shares of Jackson Financial during the 2nd quarter worth $59,000. Allworth Financial LP boosted its holdings in shares of Jackson Financial by 22.7% in the 2nd quarter. Allworth Financial LP now owns 573 shares of the company’s stock worth $59,000 after buying an additional 106 shares during the last quarter. Finally, Western Wealth Management LLC purchased a new position in shares of Jackson Financial in the 1st quarter worth about $78,000. Institutional investors own 89.96% of the company’s stock.

Insider Activity at Jackson Financial

In other Jackson Financial news, CEO Christopher Raub sold 5,000 shares of the business’s stock in a transaction 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 sale, the chief executive officer owned 42,160 shares of the company’s stock, valued at $5,509,890.40. The trade was a 10.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Carrie Chelko sold 7,500 shares of the business’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $134.24, for a total transaction of $1,006,800.00. Following the sale, the executive vice president directly owned 80,914 shares in the company, valued at $10,861,895.36. The trade was a 8.48% decrease in their position. The SEC filing for this sale provides additional information. 1.40% of the stock is currently owned by company insiders.

Jackson Financial Trading Down 0.9%

Shares of Jackson Financial stock opened at $134.76 on Friday. The stock has a market capitalization of $9.13 billion, a P/E ratio of 189.81 and a beta of 1.31. Jackson Financial Inc. has a 52-week low of $89.67 and a 52-week high of $140.90. The company has a debt-to-equity ratio of 0.53, a quick ratio of 0.26 and a current ratio of 0.26. The stock’s 50-day simple moving average is $133.06 and its 200 day simple moving average is $118.06.

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

Jackson Financial Announces Dividend

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

Analyst Ratings Changes

A number of research firms recently issued reports on JXN. Wall Street Zen upgraded shares of Jackson Financial from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Jefferies Financial Group upgraded shares of Jackson Financial from a “hold” rating to a “buy” rating and boosted their target price for the company from $120.00 to $140.00 in a research note on Friday, July 10th. Barclays set a $151.00 target price on shares of Jackson Financial in a research report on Thursday, October 8th. Keefe, Bruyette & Woods restated a “market perform” rating and set a $140.00 price target on shares of Jackson Financial in a research note on Friday, September 18th. Finally, Evercore set a $135.00 price target on shares of Jackson Financial in a research note on Wednesday, August 5th. Two investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, Jackson Financial presently has an average rating of “Hold” and a consensus target price of $134.20.

View Our Latest Research Report on Jackson Financial

Jackson Financial Profile

(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.

Jackson’s offerings include variable annuities, fixed annuities and fixed-indexed annuities, along with related retirement planning solutions.