Symmetry Partners 13F: New $1.1M Stake in Jackson Financial (JXN)

On October 27, 2026, Symmetry Partners acquired 8,782 shares of Jackson Financial Inc. (JXN), valued at approximately $1,135,688. This information comes from the fund's latest Form 13F filing with the SEC.

JXN Jackson Financial Inc.

$135.06 ▲ +28.69% year to date

1M 3M YTD

Daily close · Oct 27, 2026

What Changed in Symmetry Partners' Jackson Financial Position

Symmetry Partners opened a new position in Jackson Financial, acquiring 8,782 shares. This marks a significant step for the firm as it begins its investment in the financial services company.

Where Jackson Financial Fits in Symmetry Partners' Portfolio

This new stake represents approximately 0.22% of Symmetry Partners' total reported 13F holdings, ranking it 28th among the fund's positions.

Other Institutional Activity in Jackson Financial

In the latest quarter, TPG GP A, LLC holds 4,715,554 shares of Jackson Financial, valued at about $636.9 million. Donald Smith & Co., Inc. reduced its holdings by 103,327 shares, bringing its total to 1,789,104 shares worth approximately $241.6 million. HSBC Holdings PLC added 263,873 shares, increasing its stake to 1,749,644 shares valued at about $236.3 million.

Jackson Financial Inc. Stock Up 1.8%

Jackson Financial shares recently traded at $135.06, which is about equal to its closing price on the filing date. The stock is currently above its 50-day moving average by 1.7% and above its 200-day moving average by 14.7%. However, it is about 4.1% below its 52-week high of $140.90.

Recent Earnings

Jackson Financial reported trailing twelve-month revenue of approximately $6.55 billion and an EPS of $0.91. The next earnings report is scheduled for November 3, 2026.

Dividend

Jackson Financial pays an annual dividend of $3.60, yielding approximately 2.71%. The dividend payout ratio is notably high at 373.6%.

Insider Buying and Selling at Jackson Financial Inc.

Several insiders have recently traded shares in Jackson Financial. On June 25, 2026, Don Cummings, EVP and CFO, bought 186 shares, while Drew Lawton purchased 252 shares. Carrie Chelko, General Counsel, sold 7,500 shares on August 5, 2026, at an average price of $134.24, totaling about $1,006,800. Christopher Raub sold 5,000 shares on August 12, 2026, at an average price of $130.69, amounting to approximately $653,450.

Analysts Set New Price Targets

On October 8, 2026, Barclays maintained an Overweight rating on Jackson Financial with a price target of $151. The stock has received mixed ratings from analysts, with a consensus target mean price of $147.5 based on four analyst opinions.

About Jackson Financial

Jackson Financial Inc. provides a variety of annuities to retail investors in the United States. The company operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. This new position by Symmetry Partners indicates growing interest in the insurance sector, particularly in retirement income and savings products.

Bottom Line

Investors should watch for Jackson Financial's upcoming earnings report on November 3, 2026, as well as any further filings from Symmetry Partners regarding their investment. This new position in Jackson Financial marks an important moment for Symmetry Partners as they diversify their portfolio.