Jackson Financial (FRA:8WF) Equity-to-Asset: 0.03 (As of Jun. 2026) — Near Median

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Director of Data and Quant Analytics at GuruFocus
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FRA:8WF Jackson Financial Inc FRA:8WF
72 GF Score
Price €115.30
GF Value €83.39
Valuation Significantly Overvalued
! 8 Warning Signs
View Full Analysis

What is Jackson Financial Equity-to-Asset?

Jackson Financial FRA:8WF -2.16% 72 Equity-to-Asset is 0.03 as of Jun. 2026, which is at its 10-year median of 0.03. GuruFocus rates FRA:8WF with a GF Score™ of 72/100 and a GF Value™ of €83.39 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 502 Insurance companies, Jackson Financial ranks worse than 94.02% on this metric.

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Jackson Financial's Total Stockholders Equity for the quarter that ended in Jun. 2026 was €8,647 Mil. Jackson Financial's Total Assets for the quarter that ended in Jun. 2026 was €318,612 Mil. Therefore, Jackson Financial's Equity to Asset Ratio for the quarter that ended in Jun. 2026 was 0.03.

The historical rank and industry rank for Jackson Financial's Equity-to-Asset or its related term are showing as below:

FRA:8WF' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.02   Med: 0.03   Max: 0.03
Current: 0.03

During the past 8 years, the highest Equity to Asset Ratio of Jackson Financial was 0.03. The lowest was 0.02. And the median was 0.03.

FRA:8WF's Equity-to-Asset is ranked worse than
94.02% of 502 companies
in the Insurance industry
Industry Median: 0.26 vs FRA:8WF: 0.03

Jackson Financial  (FRA:8WF) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


Jackson Financial Equity-to-Asset Related Terms


Jackson Financial Equity-to-Asset Historical Data

* Premium members only.

The historical data trend for Jackson Financial's Equity-to-Asset 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 Equity-to-Asset Chart

Jackson Financial Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Equity-to-Asset
Get a 7-Day Free Trial 0.03 0.03 0.03 0.03 0.03

Jackson Financial Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Equity-to-Asset 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 0.03 0.03 0.03 0.03 0.03

FRA:8WF vs PRI, LNC, CNO: Equity-to-Asset Comparison

For the Insurance - Life subindustry, Jackson Financial's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset vs Insurance Industry

For the Insurance industry and Financial Services sector, Jackson Financial's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Jackson Financial's Equity-to-Asset falls into.


FRA:8WF
72GF Score
Jackson Financial Inc FRA:8WF
Equity-to-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Jackson Financial Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

Jackson Financial's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as

Equity to Asset (A: Dec. 2025 )=Total Stockholders Equity/Total Assets
=8499.862/301108.444
=0.03

Jackson Financial's Equity to Asset Ratio for the quarter that ended in Jun. 2026 is calculated as

Equity to Asset (Q: Jun. 2026 )=Total Stockholders Equity/Total Assets
=8647.016/318612.42
=0.03

* 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.

Frequently Asked Questions Learn more about Equity-to-Asset →
What does a Equity-to-Asset of 0.03 mean?
Jackson Financial (FRA:8WF) has a Equity-to-Asset of 0.03 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Jackson Financial and its competitors. This is near median its historical median of 0.03. Over the past decade, Jackson Financial's Equity-to-Asset has ranged from 0.02 to 0.03. According to the industry distribution chart, Jackson Financial ranks #472 out of 502 companies in the Insurance industry, placing it in the top 94%.
Is Jackson Financial's Equity-to-Asset too high?
Jackson Financial's current Equity-to-Asset of 0.03 is near median its 10-year median of 0.03. Over the past 10 years, this metric has ranged from a low of 0.02 to a high of 0.03. The Insurance industry median Equity-to-Asset is 0.26. Jackson Financial's value of 0.03 is 88.5% below this industry median. Based on the distribution chart, Jackson Financial ranks #472 out of 502 companies in the Insurance industry, which is in the bottom quartile relative to peers. 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 Equity-to-Asset compare to PRI and LNC?
According to the Insurance industry distribution chart, Jackson Financial ranks #472 out of 502 companies for Equity-to-Asset. This places Jackson Financial in the lower half of its industry. The industry median Equity-to-Asset is 0.26. Jackson Financial's value of 0.03 is 88.5% below this benchmark. Historically, Jackson Financial's own Equity-to-Asset has ranged from 0.02 to 0.03 over the past decade. While the company's 10-year median is 0.03 vs. the industry median of 0.26, 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 Equity-to-Asset for an Insurance company?
The median Equity-to-Asset among Insurance companies is 0.26, based on 502 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Jackson Financial's current Equity-to-Asset of 0.03 is 88.5% 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 Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Jackson Financial and its competitors. For the Insurance industry, the median Equity-to-Asset is 0.26 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jackson Financial's current Equity-to-Asset is 0.03, which is near median its own 10-year median of 0.03. 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 €83.39, compared to a current price of €115.30 — trading 38.3% above its estimated fair value. The current Equity-to-Asset is 0.03, which is near median its 10-year median of 0.03 and 88.5% below the Insurance industry median of 0.26. Jackson Financial's overall GF Score™ is 72/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Jackson Financial (FRA:8WF), the current Equity-to-Asset is 0.03 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 €115.30 is trading 38.3% above its estimated GF Value™ of €83.39. GuruFocus considers Jackson Financial to be Significantly Overvalued.

Key valuation signals for FRA:8WF:

  • Equity-to-Asset: 0.03 (near median its 10-year median of 0.03)
  • GF Value™: €83.39 vs. price of €115.30 (38.3% above fair value)
  • GF Score™: 72/100 with 8 warning signs
  • Industry Position: 88.5% below the Insurance median (#472 of 502)

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

Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€115.30
Price
€83.39
GF Value