NYSEFinancialsLife & Health InsuranceS&P SmallCap 600
$23.38
+1.70 (+7.84%)
Close of Nov 06, 2026 · end-of-day data
FG 8-K filings in 2026
Every material Form 8-K F&G Annuities & Life filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
F&G Annuities & Life reported third-quarter 2026 net earnings to common shareholders of $736 million, or $5.48 per diluted share, up from $114 million, or $0.85 per share, a year earlier. Adjusted net earnings fell to $96 million, or $0.74 per share, from $165 million, or $1.22 per share, and total revenues declined to $1,131 million from $1,694 million, so the headline measures point in different directions for shareholders.
GAAP net earnings to common shareholders were $736 million ($5.48 per diluted share), including $648 million of net favorable mark-to-market effects excluded from adjusted results
Adjusted net earnings were $96 million ($0.74 per share), versus $165 million ($1.22 per share) in the third quarter of 2025
Assets under management before reinsurance were $76.2 billion as of September 30, 2026, up 7% from a year earlier; net sales were $1.4 billion versus $2.8 billion
Capital returned to shareholders in the first nine months of 2026 totaled $232 million, including $112 million of dividends and $120 million of share repurchases
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.
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
F&G Annuities & Life reported a second-quarter 2026 net loss attributable to common shareholders of $81 million, or $0.62 per diluted share, compared with net earnings of $35 million, or $0.26 per share, a year earlier. Adjusted net earnings, which exclude mark-to-market effects and other items, declined to $85 million, or $0.65 per share, from $103 million, or $0.77 per share, while total revenues rose to $1.4 billion from $1.36 billion.
Net loss of $81 million ($0.62 per diluted share) for the quarter ended June 30, 2026, versus net earnings of $35 million ($0.26 per share) in the prior-year quarter
Adjusted net earnings of $85 million ($0.65 per share), down from $103 million ($0.77 per share); alternative investment income was $49 million below the long-term expected return
Assets under management before reinsurance reached a record $74.7 billion as of June 30, 2026, up 8% from a year earlier; gross sales were $2.7 billion
The company returned $128 million to shareholders in the quarter, including $91 million of share repurchases
F&G Annuities & Life said preliminary estimates show its investment income from alternative investments for the quarter ended June 30, 2026 will be about $56 million to $66 million pre-tax, below management's long-term expected return of about 12%. The company also estimated that new NAIC CLO risk-based capital factors, effective December 31, 2026, could lower FGL Insurance's pro forma U.S. RBC ratio by about 10 percentage points. The figures are unaudited and the quarter's financial close is not complete, so results could differ materially.
Estimated Q2 2026 alternative investment income of $56 million to $66 million pre-tax, with a midpoint annualized return of about 6%
Estimated shortfall versus the roughly 12% expected return: $65 million pre-tax and $51 million post-tax
New NAIC CLO RBC factors effective December 31, 2026 could reduce FGL Insurance's pro forma U.S. RBC ratio by about 10 percentage points
Full second-quarter results are scheduled for August 5, 2026, with further updates on the August 6, 2026 earnings call
F&G Annuities & Life said CEO Chris Blunt will step down as chief executive effective June 30, 2026, and remain a director and CEO of subsidiary Peak Altitude Equity, LLC. President and CFO Conor Murphy will become CEO and President, and Michael Bailey, formerly Retail CFO of Corebridge Financial, will join as CFO on August 3, 2026, with Chief Accounting Officer Mark Wiltse serving as interim CFO until then. Blunt will lead a formal process to explore strategic alternatives for Peak Altitude.
Chris Blunt steps down as CEO effective June 30, 2026; he stays on the Board and as CEO of Peak Altitude
Conor Murphy named CEO and President effective June 30, 2026; his 2026 target bonus is 150% after proration and he may receive a $6.0 million equity grant
Michael Bailey joins as EVP and CFO on August 3, 2026, with a $550,000 minimum base salary, a $620,000 cash bonus and a $620,000 performance-based stock award
Mark Wiltse serves as interim CFO from June 30, 2026 until August 3, 2026
F&G Annuities & Life reported first-quarter 2026 net earnings attributable to common shareholders of $244 million, or $1.78 per diluted share, compared with a net loss of $25 million, or $0.20 per share, in the first quarter of 2025. Adjusted net earnings, a non-GAAP measure, rose to $110 million, or $0.82 per share, from $91 million, or $0.72 per share, and the Board authorized a new $100 million share repurchase program.
Adjusted net earnings were $110 million, or $0.82 per share, versus $91 million, or $0.72 per share, a year earlier.
GAAP net earnings included $147 million of net favorable mark-to-market effects, which are excluded from adjusted net earnings.
AUM before reinsurance reached $74.5 billion as of March 31, 2026, up 11% from the first quarter of 2025.
On March 13, 2026, the Board authorized a three-year repurchase program of up to $100 million; no shares had been repurchased under it as of March 31, 2026.
F&G Annuities & Life reported fourth quarter 2025 net earnings attributable to common shareholders of $124 million, or $0.92 per diluted share, down from $323 million, or $2.50, a year earlier, while total revenues rose to $1.77 billion from $1.56 billion. Assets under management before flow reinsurance reached a record $73.1 billion, up 12%, but the company said it expects to close the sale of its Bermuda subsidiary in the first quarter of 2026, and lower profit is the main concern for shareholders.
Q4 2025 adjusted net earnings were $123 million, or $0.91 per share, versus $143 million, or $1.12 per share, in Q4 2024
Full year 2025 net earnings were $248 million, or $1.88 per share, versus $622 million, or $4.88 per share, in 2024
Full year 2025 gross sales were $14.6 billion, below the $15.3 billion record set in 2024
F&G expects to close the sale of F&G Life Re Ltd to Ancient Financial Holdings LP on March 1, 2026
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every F&G Annuities & Life filing is on SEC EDGAR ↗. 8-K briefs of other companies →