Jackson Financial (FRA:8WF) Earnings Yield (Joel Greenblatt) %: 1.11% (As of Jun. 2026) — 95% Below Median

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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

FRA:8WF Jackson Financial Inc FRA:8WF
72 GF Score
Price €109.45
GF Value €82.32
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Jackson Financial Earnings Yield (Joel Greenblatt) %?

Jackson Financial FRA:8WF +0.46% 72 Earnings Yield (Joel Greenblatt) % is 1.11% as of Jun. 2026, which is 95% below its 10-year median of 20.53. GuruFocus rates FRA:8WF with a GF Score™ of 72/100 and a GF Value™ of €82.32 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 511 Insurance companies, Jackson Financial ranks worse than 65.56% on this metric.

Jackson Financial's Enterprise Value for the quarter that ended in Jun. 2026 was €6,393 Mil. Jackson Financial's EBIT for the trailing twelve months (TTM) ended in Jun. 2026 was €75 Mil. Jackson Financial's Earnings Yield (Joel Greenblatt) for the quarter that ended in Jun. 2026 was 1.11%.

The historical rank and industry rank for Jackson Financial's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:

FRA:8WF' s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: -13.91   Med: 20.53   Max: 2480.61
Current: 0.85

During the past 8 years, the highest Earnings Yield (Joel Greenblatt) of Jackson Financial was 2480.61%. The lowest was -13.91%. And the median was 20.53%.

FRA:8WF's Earnings Yield (Joel Greenblatt) % is ranked worse than
65.56% of 511 companies
in the Insurance industry
Industry Median: 6.98 vs FRA:8WF: 0.85

Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.

A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Jackson Financial's Forward Rate of Return (Yacktman) % for the quarter that ended in Jun. 2026 was 0.00%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


Jackson Financial  (FRA:8WF) Earnings Yield (Joel Greenblatt) % Explanation

Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.

Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.


Be Aware

Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.

Forward Rate of Return (Yacktman) % based on Don Yacktman's definition is a better measure of the expected rate of return for a stock.


Jackson Financial Earnings Yield (Joel Greenblatt) % Related Terms


Jackson Financial Earnings Yield (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Jackson Financial's Earnings Yield (Joel Greenblatt) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Jackson Financial Earnings Yield (Joel Greenblatt) % Chart

Jackson Financial Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Earnings Yield (Joel Greenblatt) %
Get a 7-Day Free Trial 75.19 212.77 17.61 14.49 -0.20

Jackson Financial Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Earnings Yield (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.93 9.27 -0.20 -5.37 1.11

FRA:8WF vs LNC, PRI, CNO: Earnings Yield (Joel Greenblatt) % Comparison

For the Insurance - Life subindustry, Jackson Financial's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Jackson Financial Earnings Yield (Joel Greenblatt) % vs Insurance Industry

For the Insurance industry and Financial Services sector, Jackson Financial's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Jackson Financial's Earnings Yield (Joel Greenblatt) % falls into.


FRA:8WF
72GF Score
Jackson Financial Inc FRA:8WF
Earnings Yield (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Jackson Financial Earnings Yield (Joel Greenblatt) % Calculation

In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.

Jackson Financials Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Dec. 2025 is calculated as

Earnings Yield (Joel Greenblatt)=EBIT/Enterprise Value
=-11.956/5887.12832
=-0.20 %

Jackson Financial's EBIT for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was €75 Mil.


What does a Earnings Yield (Joel Greenblatt) % of 1.11% mean?
Jackson Financial (FRA:8WF) has a Earnings Yield (Joel Greenblatt) % of 1.11% as of Jun. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Jackson Financial and its competitors. This is 95% below median its historical median of 20.53. According to the industry distribution chart, Jackson Financial ranks #335 out of 511 companies in the Insurance industry, placing it in the top 65.6%.
Is Jackson Financial's Earnings Yield (Joel Greenblatt) % too high?
Jackson Financial's current Earnings Yield (Joel Greenblatt) % of 1.11% is 95% below median its 10-year median of 20.53. The Insurance industry median Earnings Yield (Joel Greenblatt) % is 6.98. Jackson Financial's value of 1.11% is 84.1% below this industry median. Based on the distribution chart, Jackson Financial ranks #335 out of 511 companies in the Insurance industry, which is below the industry midpoint. Overall, Jackson Financial has a GF Score™ of 72/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Jackson Financial's Earnings Yield (Joel Greenblatt) % compare to LNC and PRI?
According to the Insurance industry distribution chart, Jackson Financial ranks #335 out of 511 companies for Earnings Yield (Joel Greenblatt) %. This places Jackson Financial in the lower half of its industry. The industry median Earnings Yield (Joel Greenblatt) % is 6.98. Jackson Financial's value of 1.11% is 84.1% below this benchmark. While the company's 10-year median is 20.53 vs. the industry median of 6.98, Jackson Financial has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for an Insurance company?
The median Earnings Yield (Joel Greenblatt) % among Insurance companies is 6.98, based on 511 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Jackson Financial's current Earnings Yield (Joel Greenblatt) % of 1.11% is 84.1% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Jackson Financial and its competitors. For the Insurance industry, the median Earnings Yield (Joel Greenblatt) % is 6.98 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jackson Financial's current Earnings Yield (Joel Greenblatt) % is 1.11%, which is 95% below median its own 10-year median of 20.53. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jackson Financial stock overvalued right now?
Based on GuruFocus' analysis, Jackson Financial (FRA:8WF) is currently considered Significantly Overvalued. The stock's GF Value™ is €82.32, compared to a current price of €109.45 — trading 33% above its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is 1.11%, which is 95% below median its 10-year median of 20.53 and 84.1% below the Insurance industry median of 6.98. Jackson Financial's overall GF Score™ is 72/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Jackson Financial (FRA:8WF), the current Earnings Yield (Joel Greenblatt) % is 1.11% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Jackson Financial (FRA:8WF) Overvalued in 2026?

Based on GuruFocus' analysis, Jackson Financial stock appears to be overvalued. The current stock price of €109.45 is trading 33% above its estimated GF Value™ of €82.32. GuruFocus considers Jackson Financial to be Significantly Overvalued.

Key valuation signals for FRA:8WF:

  • Earnings Yield (Joel Greenblatt) %: 1.11% (95% below median its 10-year median of 20.53)
  • GF Value™: €82.32 vs. price of €109.45 (33% above fair value)
  • GF Score™: 72/100 with 7 warning signs
  • Industry Position: 84.1% below the Insurance median (#335 of 511)

No single metric tells the full story. See the FRA:8WF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Jackson Financial Business Description

Other Exchanges JXN:USA0JKF:UK
Address 1 Corporate Way, Lansing, MI, USA, 48951
Jackson Financial Inc helps Americans grow and protect their retirement savings and income to enable them to pursue financial freedom for life. Its retail product offerings are comprised of annuities, designed to help retail investors save for and live in retirement. Its diverse suite of annuities includes a variable, fixed index, and fixed annuities. The company manages its business through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks and Corporate and Other segments. The company generates the majority of its revenue from the Retail Annuities segment, which offers a variety of retirement income and savings products of variable annuities, registered index-linked annuities ("RILA"), fixed index annuities, fixed annuities, and payout annuities.
72GF Score

Get the complete analysis for FRA:8WF

Earnings Yield (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€109.45
Price
€82.32
GF Value