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Jackson FinancialFRA:8WF +2.49%74 5-Year Yield-on-Cost % is 2.86 as of Jul. 24, 2026, which is 17% below its 10-year median of 3.43. GuruFocus rates FRA:8WF with a GF Score™ of 74/100 and a GF Value™ of €146.14. The stock has 7 warning signs investors should review. Among 419 Insurance companies, Jackson Financial ranks worse than 64.92% on this metric.
Jackson Financial's yield on cost for the quarter that ended in Mar. 2026 was 2.86.
The historical rank and industry rank for Jackson Financial's 5-Year Yield-on-Cost % or its related term are showing as below:
FRA:8WF'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.07 Med: 3.43 Max: 7.85
Current: 2.86
During the past 8 years, Jackson Financial's highest Yield on Cost was 7.85. The lowest was 1.07. And the median was 3.43.
FRA:8WF's 5-Year Yield-on-Cost % is ranked worse than 64.92% of 419
companies
in the Insurance industry
Industry Median: 3.92
vs FRA:8WF: 2.86
Jackson Financial (FRA:8WF) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Jackson Financial 5-Year Yield-on-Cost % Related Terms
FRA:8WF vs LNC, PRI, CNO: 5-Year Yield-on-Cost % Comparison
For the Insurance - Life subindustry, Jackson Financial's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Insurance Industry
For the Insurance industry and Financial Services sector, Jackson Financial's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Jackson Financial's 5-Year Yield-on-Cost % falls into.
Jackson Financial 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Jackson Financial (FRA:8WF) has a 5-Year Yield-on-Cost % of 2.86 as of Jul. 24, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Jackson Financial and its competitors. This is 17% below median its historical median of 3.43. Over the past decade, Jackson Financial's 5-Year Yield-on-Cost % has ranged from 1.07 to 7.85. According to the industry distribution chart, Jackson Financial ranks #272 out of 419 companies in the Insurance industry, placing it in the top 64.9%.
Is Jackson Financial's 5-Year Yield-on-Cost % too high?
Jackson Financial's current 5-Year Yield-on-Cost % of 2.86 is 17% below median its 10-year median of 3.43. Over the past 10 years, this metric has ranged from a low of 1.07 to a high of 7.85. The Insurance industry median 5-Year Yield-on-Cost % is 3.92. Jackson Financial's value of 2.86 is 27% below this industry median. Based on the distribution chart, Jackson Financial ranks #272 out of 419 companies in the Insurance industry, which is below the industry midpoint. 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 5-Year Yield-on-Cost % compare to LNC and PRI?
According to the Insurance industry distribution chart, Jackson Financial ranks #272 out of 419 companies for 5-Year Yield-on-Cost %. This places Jackson Financial in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.92. Jackson Financial's value of 2.86 is 27% below this benchmark. Historically, Jackson Financial's own 5-Year Yield-on-Cost % has ranged from 1.07 to 7.85 over the past decade. While the company's 10-year median is 3.43 vs. the industry median of 3.92, 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 5-Year Yield-on-Cost % for an Insurance company?
The median 5-Year Yield-on-Cost % among Insurance companies is 3.92, based on 419 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Jackson Financial's current 5-Year Yield-on-Cost % of 2.86 is 27% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Jackson Financial and its competitors. For the Insurance industry, the median 5-Year Yield-on-Cost % is 3.92 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jackson Financial's current 5-Year Yield-on-Cost % is 2.86, which is 17% below median its own 10-year median of 3.43. 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 5-Year Yield-on-Cost % of 2.86. The stock's GF Value™ is €146.14, compared to a current price of €105.15 — trading 28% below its estimated fair value. The current 5-Year Yield-on-Cost % is 2.86, which is 17% below median its 10-year median of 3.43 and 27% below the Insurance industry median of 3.92. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Jackson Financial (FRA:8WF), the current 5-Year Yield-on-Cost % is 2.86 as of Jul. 24, 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 €105.15 is trading 28% below its estimated GF Value™ of €146.14.
Key valuation signals for FRA:8WF:
5-Year Yield-on-Cost %: 2.86 (17% below median its 10-year median of 3.43)
GF Value™: €146.14 vs. price of €105.15 (28% below fair value)
Industry Position: 27% below the Insurance median (#272 of 419)
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
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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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