FG at a glance
F&G Annuities & Life, Inc. (FG, SEC CIK 1934850) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), F&G Annuities & Life, Inc. (FG) reported revenue of $5.7 billion (down 0.2% from FY2024) and net income of $265.0 million. Diluted EPS was $1.88.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding F&G Annuities & Life, Inc. (FG) shares worth $499.9 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Murphy Conor on September 30, 2026 of 231 shares at $21.68 per share.
- In the last 90 days, FG insiders reported 1 open-market purchase ($5K) and 0 open-market sales ($0) on Form 4, a net purchase of $5K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.7B
- −0.2% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$5K
- 13F holders
- 30 funds
- $499.9M · −1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Provides annuities and life insurance products with focus on indexed annuities and indexed universal life (IUL) policies
- New segment emphasis: Majority owned interests in Roar and PALH acquired in 2024, contributing $39 million to 2024 operating expenses
- Strategic shift: Amended reinsurance agreement effective July 1, 2024, impacting market risk benefit losses and reinsurance related embedded derivatives
- Quantitative highlight: Assets under management (AAUM) grew to $55.4 billion in 2025 from $51.6 billion in 2024, with net investment income rising to $2.84 billion
- Noteworthy fact: Market risk benefit losses increased to $167 million in 2025 from a gain of $25 million in 2024, reflecting unfavorable market movements and policyholder behavior
Risk Factors
- Regulatory risk: sensitivity to NAIC regulatory RBC capital requirements under moderate to extreme stress scenarios affecting statutory capital
- Macroeconomic risk: interest rate risk on $57.75B investment portfolio sensitive to rate changes impacting earnings and product spreads
- Operational risk: ALM mismatch risk due to duration disparity between assets and insurance liabilities influencing interest rate exposure
- Competitive risk: pressure to adjust crediting rates on annuities due to competitor offerings and surrender behavior limiting spread maintenance
- Financial risk: reliance on floating rate investments offset by floating rate funding agreements exposing interest expense to market rate fluctuations
Management Discussion & Analysis
- No profitability or margin % figures provided
- No segment performance data mentioned
- No cash flow, buybacks, dividends, or capex amounts detailed
- Forward outlook: expects ongoing macroeconomic uncertainty impacting sales and demand, including inflation, market volatility, trade issues, and geopolitical risks
AI summary of the FG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Fixed annuity reserves $6.0B vs $6.4B at December 31, 2025
- Weighted average crediting rate 4.81% vs 4.84% at December 31, 2025
- Market uncertainty from interest rates, inflation, tariffs, trade policy, and capital volatility
- Aging population supporting indexed annuity and IUL demand; 11,000 Americans turning 65 daily
Risk Factors
- No material risk-factor changes from the December 31, 2025 Form 10-K
- CEO transition effective June 30, 2026, creating near-term leadership execution risk
- CFO transition effective August 3, 2026, following interim CFO service by Mark Wiltse
- Share repurchases reduced authorization to $12 million at June 30, 2026, affecting capital deployment flexibility
AI summary of the FG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing detailed financial results
Item 7.01: Regulation FD Disclosure
- Supplemental investor presentation covers F&G’s second quarter ended June 30, 2026
- Presentation furnished as Exhibit 99.3, providing additional operating and financial information for investors
Item 2.02: Results of Operations and Financial Condition
- No substantive Item 2.02 earnings information provided
- Filing contains only F&G’s authorized signature dated July 8, 2026
Item 7.01: Regulation FD Disclosure
- Preliminary Q2 2026 alternative-investment income estimated at $56–$66 million pre-tax, below the 12% long-term return target
- Shortfall versus management’s target estimated at $65 million pre-tax and $51 million post-tax
AI summaries of FG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FG
Don't miss the next FG filing
- Alerts as it files. A push when FG files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut FG, by share count.
- Ask anything. An AI agent that reads every FG filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ammerman Douglas K | A | Oct 1, 2026 | 1,013 | $21.98 |
| Nolan Michael Joseph | A | Oct 1, 2026 | 1,252 | $21.98 |
| QUIRK RAYMOND R | A | Oct 1, 2026 | 1,252 | $21.98 |
| Murphy Conor | Buy | Sep 30, 2026 | 231.303 | $21.68 |
| Bailey Michael H | A | Sep 14, 2026 | 26,817 | - |
| Nolan Michael Joseph | A | Jul 1, 2026 | 1,009 | - |
| Ammerman Douglas K | A | Jul 1, 2026 | 816 | - |
| QUIRK RAYMOND R | A | Jul 1, 2026 | 1,009 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $4.5B | $5.7B | $5.7B | |
| Net Income | -$58.0M | $639.0M | $265.0M | |
| Net Margin | -1.3% | 11.1% | 4.6% | |
| Balance Sheet | ||||
| Total Assets | $70.2B | $85.0B | $98.4B | |
| Equity | $3.1B | $4.0B | $4.8B | |
| ROE | -1.9% | 16.2% | 5.5% | |
| Per Share | ||||
| EPS | $-0.47 | $4.88 | $1.88 | |
| Cash Flow | ||||
| Operating CF | $5.8B | $6.0B | $4.7B | |
Source: XBRL data in F&G Annuities & Life, Inc. (FG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $499.9M |
| Q1 2026 | 31 | $367.3M |
| Q4 2025 | 30 | $461.5M |
| Q3 2025 | 28 | $239.2M |
| Q2 2025 | 29 | $224.5M |
| Q1 2025 | 26 | $200.1M |
| Q4 2024 | 18 | $153.0M |
| Q3 2024 | 16 | $73.5M |
- Bank of America Corp+2.18M (+5173%)
- Goldman Sachs Group+757.5K (+222%)
- Dimensional Fund Advisors+656.2K (+44%)
- State Street Corp+602.6K (+73%)
- Invesco Ltd+317.6K (+287%)
- BlackRock−736.1K (-18%)
- Vanguard Capital Management LLC−267.7K (-15%)
- Prudential Financial−51.0K (-58%)
- FMR LLC (Fidelity)−24.3K (-37%)
- Allstate−12.4K (-33%)
- Principal Financial Group+179.4K
- Blackstone Group−18.2K
- Bridgewater Associates LP−17.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 208 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 8-K | Apr 1, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
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FG SEC filings: frequently asked questions
Are FG insiders buying or selling?
In the last 90 days, F&G Annuities & Life, Inc. (FG) officers, directors and 10% owners reported 1 open-market purchase worth $5,015 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FG stock?
As of June 30, 2026, the largest F&G Annuities & Life, Inc. (FG) holders among the 13F filers tracked by SignalX were BlackRock ($89.8 million), Bank of America Corp ($59.2 million), Dimensional Fund Advisors ($56.8 million), Vanguard Portfolio Management LLC ($52.5 million), Vanguard Capital Management LLC ($41.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), F&G Annuities & Life, Inc. (FG) reported revenue of $5.7 billion (down 0.2% from FY2024) and net income of $265.0 million. Diluted EPS was $1.88. The figures come from the XBRL data in the 10-K.
What are the main risks in FG's latest 10-K?
In the 10-K filed February 26, 2026, F&G Annuities & Life, Inc. (FG) flagged: Regulatory risk: sensitivity to NAIC regulatory RBC capital requirements under moderate to extreme stress scenarios affecting statutory capital. Macroeconomic risk: interest rate risk on $57.75B investment portfolio sensitive to rate changes impacting earnings and product spreads. (AI summary of the Risk Factors section.)
What did FG report in its latest 8-K?
F&G Annuities & Life, Inc. (FG) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 2026 results for quarter ended June 30, 2026.
What are the latest FG SEC filings?
F&G Annuities & Life, Inc. (FG) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on October 5, 2026.
What is FG's SEC CIK number?
F&G Annuities & Life, Inc. (FG)'s SEC Central Index Key (CIK) is 1934850. EDGAR lists every FG filing under that number.
Ask anything about FG
The research agent reads FG's filings, financials, insider trades and 13F holders, then answers with sources.