Jackson Financial Inc. (JXN) Bundle
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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