F&G estimates Q3 alternative investment income of $47 million to $57 million, below plan
F&G Annuities & Life said it expects pre-tax investment income from alternative investments of about $47 million to $57 million for the quarter ended September 30, 2026, based on preliminary results. The company said this is about $70 million pre-tax and $55 million post-tax below its long-term expected return of about 12%, and that the figures are unaudited and not yet closed, so final results could differ materially.
Key points
- Estimated Q3 2026 alternative investment income: $47 million to $57 million pre-tax, midpoint an annualized return of about 5%
- Shortfall versus management's roughly 12% long-term expected return: $70 million pre-tax, $55 million post-tax
- Full third-quarter results scheduled for November 5, 2026; management plans further updates on the November 6, 2026 earnings call
The filing
Written by AI on Nov 8, 2026, 1:49 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 05, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.