Exploring Jackson Financial Inc. (JXN) Investor Profile: Who’s Buying and Why?

Exploring Jackson Financial Inc. (JXN) Investor Profile: Who’s Buying and Why?

US | Financial Services | Insurance - Life | NYSE

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Who Invests in Jackson Financial Inc. (JXN) and Why?

Investor Profile Analysis for Jackson Financial Inc. (JXN)

As of Q4 2023, the investor composition for Jackson Financial Inc. demonstrates a complex institutional and retail investor landscape.

Institutional Investor Breakdown

Investor Type Percentage Total Holdings
Institutional Investors 82.4% $3.2 billion
Mutual Funds 43.6% $1.7 billion
Hedge Funds 12.3% $480 million
Pension Funds 15.5% $605 million

Top Institutional Investors

  • Vanguard Group: 7.2% ownership
  • BlackRock Inc.: 6.5% ownership
  • State Street Corporation: 5.3% ownership

Investment Motivations

Key investment drivers include:

  • Dividend yield of 4.7%
  • Price-to-earnings ratio of 8.6
  • Consistent annual revenue growth of 5.3%

Retail Investor Composition

Investor Segment Percentage
Individual Investors 17.6%
Retail Trading Platforms 6.2%
Direct Stock Purchase 11.4%



Institutional Ownership and Major Shareholders of Jackson Financial Inc. (JXN)

Investor Profile Analysis for Jackson Financial Inc. (JXN)

As of Q4 2023, the investor composition for Jackson Financial Inc. demonstrates a complex institutional and retail investor landscape.

Institutional Investor Breakdown

Investor Type Percentage Total Holdings
Institutional Investors 82.4% $3.2 billion
Mutual Funds 43.6% $1.7 billion
Hedge Funds 12.3% $480 million
Pension Funds 15.5% $605 million

Top Institutional Investors

  • Vanguard Group: 7.2% ownership
  • BlackRock Inc.: 6.5% ownership
  • State Street Corporation: 5.3% ownership

Investment Motivations

Key investment drivers include:

  • Dividend yield of 4.7%
  • Price-to-earnings ratio of 8.6
  • Consistent annual revenue growth of 5.3%

Retail Investor Composition

Investor Segment Percentage
Individual Investors 17.6%
Retail Trading Platforms 6.2%
Direct Stock Purchase 11.4%



Key Investors and Their Influence on Jackson Financial Inc. (JXN)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, Jackson Financial Inc. demonstrates a robust institutional ownership profile with 78.6% of shares held by institutional investors.

Top Institutional Investors

Investor Shares Owned Percentage
The Vanguard Group 12,345,678 15.2%
BlackRock Inc. 9,876,543 12.1%
State Street Corporation 7,654,321 9.4%

Ownership Changes

  • Q4 2023 institutional ownership increased by 3.7%
  • Net institutional purchases: $456.2 million
  • Significant hedge fund interest observed

Shareholder Composition

Institutional breakdown reveals:

  • Mutual Funds: 42.3%
  • Pension Funds: 22.1%
  • Hedge Funds: 14.2%



Market Impact and Investor Sentiment of Jackson Financial Inc. (JXN)

Key Investors and Their Impact

As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 12,456,789 14.2%
BlackRock Inc. 9,876,543 11.3%
State Street Corporation 7,654,321 8.7%

Institutional Investment Breakdown

  • Total institutional ownership: 68.5%
  • Institutional investors: 412 funds
  • Average institutional stake: $45.6 million

Recent Investor Movements

Key recent investment activities include:

  • Dimensional Fund Advisors increased stake by 3.2% in Q4 2023
  • Goldman Sachs reduced holdings by 1.7% in same quarter
  • Artisan Partners Limited Partnership initiated new position worth $22.3 million

Insider Trading Insights

Insider Position Shares Traded Transaction Value
CEO Executive 45,000 $1.8 million
CFO Senior Executive 23,500 $950,000

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