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Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Jackson Financial's 3-Year RORE % for the quarter that ended in Mar. 2026 was -172.69%.
The industry rank for Jackson Financial's 3-Year RORE % or its related term are showing as below:
FRA:8WF's 3-Year RORE % is ranked worse than 95.53% of 470
companies
in the Insurance industry
Industry Median: 12.05
vs FRA:8WF: -172.69
Jackson Financial (FRA:8WF) 3-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Jackson Financial 3-Year RORE % Related Terms
Jackson Financial 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for Jackson Financial's 3-Year RORE % 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.
FRA:8WF vs LNC, PRI, CNO: 3-Year RORE % Comparison
For the Insurance - Life subindustry, Jackson Financial's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 3-Year RORE % vs Insurance Industry
For the Insurance industry and Financial Services sector, Jackson Financial's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Jackson Financial's 3-Year RORE % falls into.
* 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.
In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.
Jackson Financial (FRA:8WF) has a 3-Year RORE % of -172.69 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Jackson Financial and its competitors. According to the industry distribution chart, Jackson Financial ranks #449 out of 470 companies in the Insurance industry, placing it in the top 95.5%.
Is Jackson Financial's 3-Year RORE % too high?
Jackson Financial's current 3-Year RORE % is -172.69. Based on the distribution chart, Jackson Financial ranks #449 out of 470 companies in the Insurance industry, which is in the bottom quartile relative to peers. Overall, Jackson Financial has a GF Score™ of 74/100, reflecting its overall financial health beyond just this single metric.
How does Jackson Financial's 3-Year RORE % compare to LNC and PRI?
According to the Insurance industry distribution chart, Jackson Financial ranks #449 out of 470 companies for 3-Year RORE %. This places Jackson Financial in the lower half of its industry. The industry median 3-Year RORE % is 12.05. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Insurance company?
The median 3-Year RORE % among Insurance companies is 12.05, based on 470 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Jackson Financial and its competitors. For the Insurance industry, the median 3-Year RORE % is 12.05 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jackson Financial's current 3-Year RORE % is -172.69. 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?
Jackson Financial (FRA:8WF) has a current 3-Year RORE % of -172.69. The stock's GF Value™ is €132.85, compared to a current price of €101.50 — trading 23.6% below its estimated fair value. The current 3-Year RORE % is -172.69. Jackson Financial's overall GF Score™ is 74/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Jackson Financial (FRA:8WF), the current 3-Year RORE % is -172.69 as of Mar. 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 undervalued.
The current stock price of €101.50 is trading 23.6% below its estimated GF Value™ of €132.85.
Key valuation signals for FRA:8WF:
3-Year RORE %: -172.69
GF Value™: €132.85 vs. price of €101.50 (23.6% below fair value)
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 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.
74GF Score
Get the complete analysis for FRA:8WF
3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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