Inferra AI / Company / FG
F&G Annuities & Life, Inc.
FG · Financials
Last earnings Aug 5, 2026
Key results
Adjusted net incomequarter
$110 million
Three months ended March 31, 2026 Adjusted net earnings of $110 million for the three months ended March 31, 2026 included expense from $5 million of investment and other income true-up adjustments.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
December 31, 2025 Adjusted net earnings of $123 million for the three months ended December 31, 2025.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
September 30, 2025 Adjusted net earnings of $165 million for the three months ended September 30, 2025 included income from $10 million tax valuation allowance benefit and $4 million of actuarial reserve release.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
June 30, 2025 Adjusted net earnings of $103 million for the three months ended June 30, 2025.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
March 31, 2025 Adjusted net earnings of $91 million for the three months ended March 31, 2025 included income from a $16 million reinsurance true-up adjustment.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Adjusted net incomefull-year
$482 million
Year ended December 31, 2025 Adjusted net earnings of $482 million for the year ended December 31, 2025 included income from a $16 million reinsurance true-up adjustment, $10 million tax valuation allowance benefit, and $4 million of actuarial reserve release.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
December 31, 2024 Adjusted net earnings of $546 million for the year ended December 31, 2024 included expense from $30 million of actuarial model updates and refinements; partially offset by income from a $14 million tax valuation allowance and $6 million of other income items.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Net incomequarter
$244 million
Net earnings attributable to common shareholders for the first quarter of $244 million, or $1.78 per diluted share (per share), compared with a net loss attributable to common shareholders of $25 million, or $0.20 per share, for the first quarter of 2025.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Conflicting figures recorded for this item — see “Conflicting figures” below.
Operating expensesquarter
$33
operating expenses 33 35 38 42 41 156 203
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Operating expensesfull-year
$35
operating expenses 33 35 38 42 41 156 203
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Net incomefull-year
$124
Net earnings (loss) attributable to F&G common shareholders $ 244 $ 124 $ 114 $ 35 $ (25) $ 248 $ 622
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Conflicting figures recorded for this item — see “Conflicting figures” below.
AI analysis
Q1 2026 · reported May 6, 2026
Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Adjusted net income | $110 million | — | — |
| Net income | $244 million | — | — |
| Operating expenses | $33 | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
² For time periods when preferred stock is dilutive, the weighted average number of diluted shares includes assumed issuance of common shares upon conversion of the preferred stock; additionally, the preferred stock dividends are not deducted from net earnings (loss) or adjusted net earnings (loss).
Adjusted Net Earnings attributable to common shareholders per Diluted Share Adjusted net earnings attributable to common shareholders per diluted share is calculated as adjusted net earnings plus preferred stock dividend (if the preferred stock has created dilution).
Company-stated claims
Historical · increased gross sales by 274% · revenue
“We completed this expansion over a five-year period and, combined with organic growth in our core IMO channel, increased gross sales by 274%, from $3.9 billion in 2019 to $14.6 billion in 2025.”
10-K · Feb 26, 2026Event summary
These financial statements and exhibits should be read in conjunction with the Company's periodic reports on Form 10-K, Form 10-Q and Form 8-K as applicable
Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
² For time periods when preferred stock is dilutive, the weighted average number of diluted shares includes assumed issuance of common shares upon conversion of the preferred stock; additionally, the preferred stock dividends are not deducted from net earnings (loss) or adjusted net earnings (loss).
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Adjusted Net Earnings attributable to common shareholders per Diluted Share Adjusted net earnings attributable to common shareholders per diluted share is calculated as adjusted net earnings plus preferred stock dividend (if the preferred stock has created dilution).
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Total Capitalization, excluding AOCI Total capitalization, excluding AOCI is based on total equity excluding the effect of AOCI and the total aggregate principal amount of debt.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Debt-to-Capitalization Ratio, excluding AOCI Debt-to-capitalization ratio is computed by dividing total aggregate principal amount of debt by total capitalization (total debt plus total equity, excluding AOCI).
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Effective March 13, 2026, the Board of Directors authorized a new three-year share repurchase program under which F&G may repurchase up to $100 million of common stock Chris Blunt, F&G s Chief Executive Officer, commented, The first quarter was a solid start to the year, highlighted by record assets under management before reinsurance of nearly $75 billion fueled by $3.2 billion of gross sales in the quarter, including $2 billion of core sales from indexed annuities, indexed universal life and pension risk transfer, and $1.2 billion of opportunistic funding agreements and multiyear guaranteed annuities.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Together, these sources of capital provide financial strength and flexibility to invest for growth in our core business, while consistently returning capital to shareholders through dividends and opportunistic share repurchases.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Strategy & priorities
³ Opportunistic sales volumes fluctuate quarter to quarter depending on economics and market opportunity as we prioritize allocating capital to the highest return opportunities.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Ultimate Minimum Guaranteed Rate Differential: Fixed Rate Annuities Account Value Indexed Annuities Account Value No differential $ 377 $ 1,087 0.0% - 1.0% 64 792 1.0% - 2.0% 797 659 2.0% - 3.0% 849 499 3.0% - 4.0% 529 380 4.0% - 5.0% 2,875 5 5.0% - 6.0% 361 Allocated to index strategies 24,706 $ 5,852 $ 28,128 Top 5 Reinsurers March 31, 2026 Financial Strength Rating Parent Company/Principal Reinsurers Reinsurance Recoverable ¹ AM Best S&P Fitch Moody's Aspida ² $ 8,522 A- Somerset Reinsurance Ltd.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
These items are volatile in our reported GAAP earnings and are not indicative of the underlying profitability drivers reflected in the design and pricing of our products and/or our investment and hedging strategy, as such items fluctuate from period to period in a manner inconsistent with these drivers.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Blunt continued, Our diversified, self-funding capital model is supported by our annual inforce capital generation and third party capital through our reinsurance sidecar and our strategic flow reinsurance partnerships.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
We are executing on our strategy toward a more fee-based, higher margin and less capital intensive business model to drive long-term growth and shareholder value.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Risks & headwinds
Forward-Looking Statements and Risk Factors This press release contains forward-looking statements that are subject to known and unknown risks and uncertainties, many of which are beyond our control.
SEC original ↗F&G Annuities & Life, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
htm EX-99.3 fgspring2026investorpres F&G Investor Update Spring 2026 Disclaimer & Forward-Looking Statements 2F&G Investor Update | Spring 2026 This presentation contains forward-looking statements that are subject to known and unknown risks and uncertainties, many of which are beyond our control.
SEC original ↗F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 6, 2026
Legal Proceedings 115 Item 1A.
SEC original ↗F&G Annuities & Life, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Conflicting figures
Net income
$244 million
“Net earnings attributable to common shareholders for the first quarter of $244 million, or $1.78 per diluted share (per share), compared with a net loss attributable to common shareholders of $25 million, or $0.20 per share, for the first quarter of 2025.”
$124
“Net earnings (loss) attributable to F&G common shareholders $ 244 $ 124 $ 114 $ 35 $ (25) $ 248 $ 622”
Earnings deck slides
0 decks with slide viewF&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
F&G Annuities & Life, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 8-KFG
- Q2 2026
- 10-QFG
- 8-KFG
- 8-KFG
- Q1 2026
- 8-KFG
Jun 25, 2026
- 8-KFG
Jun 16, 2026
- 10-QFG
- 8-KFG
- 8-KFG
- Q4 2025
- 10-KFG
Feb 26, 2026
- 8-KFG
Feb 19, 2026
- Q3 2025
- 8-KFG
Dec 18, 2025
- EX-99FG
- 8-KFG
Nov 10, 2025
- 10-QFG
- EX-99FG
- 8-KFG
- Q2 2025
- 8-KFG
- 10-QFG
- 8-KFG
- Q1 2025
- 8-KFG
Jun 26, 2025
- 10-QFG
- 8-KFG
- Q4 2024
- 8-KFG
Mar 24, 2025
- 10-KFG
Feb 28, 2025
- 8-KFG
Feb 25, 2025
- 8-KFG
Feb 20, 2025
- 8-KFG
Jan 13, 2025
- 8-KFG
- Q3 2024
- 10-QFG
- 8-KFG
- 8-KFG
Earnings releases
8 documentsPresentations
17 documents
Transcripts
0 documentsNo transcripts for F&G Annuities & Life, Inc. are held in this edition of the library.
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