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F&G Annuities & Life Inc. (FG)

Financial Services Insurance - Life
29.70 $
Closing price · As of: 24. Jul 2026
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F&G Annuities & Life: Free cash flow is bigger than the market value — but it does not belong to shareholders

On paper it is the cheapest stock in sight: F&G Annuities & Life carries a market value of roughly $3.93 billion and reported free cash flow of $4,666 million for 2025. A price-to-free-cash-flow ratio below one — the company arithmetically earns its own price in less than a year. The statement of cash flows in its annual report to the U.S. securities regulator, the SEC, shows where the money comes from: $3,277 million from the change in funds withheld from reinsurers, $1,710 million from the build-up of future policy benefits. Net earnings were $271 million. This analysis works through who actually owns the money in an annuity writer's till.

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This stock currently matches 7 of our scanner strategies — each hit links to the scanner.

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Basics

Market Cap
3.5$B
Shares Outstanding
133Mio.
Float
26.2%
Beta
1.3

Performance

Perf. 1M
-1.30%
Perf. 3M
12.50%
Perf. 6M
-12.90%
YTD Performance (%)
-7.90%
52-Week-High Distance
-27.8%

Valuation

P/E
7.0
Forward P/E
4.9
PEG
P/B
0.8
P/S
0.6
EV/EBITDA
0.0
Price/FCF
0.7

Profitability

Gross Margin
34.7%
EBIT Margin
Net Margin
8.9%
Return on Equity
11.7%
Return on Assets
0.5%

Balance Sheet & Safety

Equity Ratio
Debt/Equity
0.5
Altman Z
5.48
Piotroski
7 out of 9

Growth

Sales Growth Last Quarter
30.70%
EPS Growth Last Quarter
-64.20%
Sales Growth (Year)
5.72%
Forward Sales Growth
8.64%
Forward EPS Growth
36.30%

Dividend

Dividend Yield
3.58%
Dividend Per Share (TTM)
0.97$
Payout Ratio
26.1%
Years Without a Cut
2Years
Increase Streak
2Years

Quality & Screener

Stage
3
RS Rating
34
EPS Rating
10
Piotroski
7 out of 9
Fundamental Rating
B (+15 out of 100)
Altman Z
5.48

AI Rating

Uses AI

F&G setzt KI-Werkzeuge nach eigener Angabe für einzelne, rechtlich und sicherheitstechnisch geprüfte Anwendungsfälle im eigenen Betrieb ein und nennt den wettbewerbsfähigen Einsatz von KI und maschinellem Lernen als Wettbewerbsfaktor — es gibt aber kein KI-Produkt und keinen daraus stammenden Umsatz.

View the full file — quotes, sources, reviewed filings
„We have and may adopt and integrate artificial intelligence tools into our systems for specific use cases reviewed by legal and information security."

Wir haben KI-Werkzeuge in unsere Systeme übernommen und integriert und können dies weiter tun — für bestimmte Anwendungsfälle, die von der Rechtsabteilung und der Informationssicherheit geprüft wurden.

10-K · 2026-02-26 · View SEC filing
„Our competitive position may be impacted if we are unable to deploy, in a cost effective and competitive manner, technology such as artificial intelligence and machine learning, or if our competitors collect and use data which we do not have the ability to access or use."

Unsere Wettbewerbsposition kann beeinträchtigt werden, wenn wir Technologien wie künstliche Intelligenz und maschinelles Lernen nicht kosteneffizient und wettbewerbsfähig einsetzen können oder wenn unsere Wettbewerber Daten erheben und nutzen, auf die wir keinen Zugriff haben oder die wir nicht nutzen dürfen.

10-K · 2026-02-26 · View SEC filing
„Issues in the development and use of AI/ML/LLM, combined with an uncertain regulatory environment, may result in reputational harm, liability, or other adverse consequences to our business operations."

Probleme bei der Entwicklung und Nutzung von KI, maschinellem Lernen und großen Sprachmodellen können in Verbindung mit einem unsicheren Regulierungsumfeld zu Reputationsschäden, Haftung oder anderen nachteiligen Folgen für unseren Geschäftsbetrieb führen.

10-K · 2026-02-26 · View SEC filing

Filings Reviewed: 10-Q 2026-05-07 · 10-K 2026-02-26 · 10-Q 2025-11-10 · 10-Q 2025-08-07 · 10-Q 2025-05-08 · 10-K 2025-02-28

Rated on July 27, 2026 · How the Rating Is Built

Sales Per Quarter ($M)
2024: Q4 · 1,470.0 $M Q4 2025: Q1 · 854.0 $M Q1 2025: Q2 · 1,304.0 $M Q2 2025: Q3 · 1,603.0 $M Q3 2025: Q4 · 1,765.0 $M Q4 2026: Q1 · 1,187.0 $M Q1
Earnings Per Share Per Quarter ($)
2024: Q4 · 2.50 $ Q4 2025: Q1 · -0.17 $ Q1 2025: Q2 · 0.30 $ Q2 2025: Q3 · 0.85 $ Q3 2025: Q4 · 0.92 $ Q4 2026: Q1 · 1.78 $ Q1
Net Margin Per Quarter (%)
2024: Q4 · 22.2 % Q4 2025: Q1 · -2.5 % Q1 2025: Q2 · 3.1 % Q2 2025: Q3 · 7.4 % Q3 2025: Q4 · 7.3 % Q4 2026: Q1 · 20.9 % Q1
Operating Cash Flow Per Quarter ($M)
2024: Q4 · 1,320.0 $M Q4 2025: Q1 · 956.0 $M Q1 2025: Q2 · 1,620.0 $M Q2 2025: Q3 · 937.0 $M Q3 2025: Q4 · 1,532.0 $M Q4 2026: Q1 · 743.0 $M Q1
Free Cash Flow Per Quarter ($M)
2024: Q4 · 1,315.0 $M Q4 2025: Q1 · 951.0 $M Q1 2025: Q2 · 1,616.0 $M Q2 2025: Q3 · 934.0 $M Q3 2025: Q4 · 1,529.0 $M Q4 2026: Q1 · 741.0 $M Q1
Sales Growth vs. Year-Ago Quarter (%)
2024: Q4 · -5.3 % Q4 2025: Q1 · -43.6 % Q1 2025: Q2 · 21.3 % Q2 2025: Q3 · 17.8 % Q3 2025: Q4 · 20.1 % Q4 2026: Q1 · 39.0 % Q1
EPS Growth vs. Year-Ago Quarter (%)
2025: Q1 · -118.8 % Q1 2025: Q2 · -80.7 % Q2 2025: Q4 · -63.1 % Q4
Price Change in Quarter (%)
2024: Q4 · -6.9 % Q4 2025: Q1 · -12.6 % Q1 2025: Q2 · -10.7 % Q2 2025: Q3 · -1.6 % Q3 2025: Q4 · -0.6 % Q4 2026: Q1 · -17.0 % Q1

Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 2.50 1,470 -5.30 22.20 1,320 1,315
2025: Q1 -0.17 -118.80 854 -43.60 -2.50 956 951
2025: Q2 0.30 -80.70 1,304 21.30 3.10 1,620 1,616
2025: Q3 0.85 1,603 17.80 7.40 937 934
2025: Q4 0.92 -63.10 1,765 20.10 7.30 1,532 1,529
2026: Q1 1.78 1,187 39.00 20.90 743 741
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

Assessment: Opportunities & Risks

Growth of the book

Assets under management rose from $26.5 billion at the Fidelity National Financial acquisition in June 2020 to $57.6 billion as of December 31, 2025, and gross sales from $4.5 billion to $14.6 billion. The 2025 annual report names a compound annual growth rate in assets under management of 17 percent over six years. Ratings upgrades carried it: S&P and Fitch to A− in June 2020, Moody's to A3 in July 2023, A.M. Best to A in January 2024.

Origin of free cash flow

Of $4,681 million in operating cash flow during 2025, $3,277 million comes from the change in funds withheld from reinsurers and $1,710 million from the build-up of future policy benefits — together $4,987 million, more than the entire amount. Net earnings were $271 million; owners received $137 million of dividends and $10 million of share repurchases. The metric measures growth in the book, not earning power.

Alternative investments

Investment income from alternative investments fell short of management's long-term expected return by $153 million in 2023, $145 million in 2024 and $278 million in 2025 (10-K 2025). The 2025 shortfall equals 58 percent of adjusted annual earnings of $482 million. The first quarter of 2026 was $44 million short; for the second quarter of 2026 F&G reported preliminarily on July 8, 2026 an annualized return of roughly 6 percent and a $65 million pre-tax shortfall.

Regulatory capital

The estimated U.S. capital ratio of the main subsidiary FGL Insurance was about 430 percent as of December 31, 2025 against a 400 percent target. Prescribed and permitted practices raised statutory capital by $249 million (March 31, 2026 and December 31, 2025) — without them the subsidiaries Corbeau Re and F&G Cayman Re would sit below minimum regulatory capital. From December 31, 2026 new NAIC factors for CLO holdings cost roughly 10 percentage points of the ratio on the company's own estimate.

Ownership and dilution

Fidelity National Financial holds about 70 percent of the common stock (December 31, 2025); roughly 34.7 million of 132.5 million shares trade freely (as of July 25, 2026). The parent's 5,000,000 preferred shares convert automatically on January 15, 2027 into between 0.9456 and 1.1111 common shares each, meaning up to 5.56 million new shares or 4.2 percent. While the preferred dividend is unpaid, no common dividend may generally be paid.

Valuation

Roughly $3.93 billion of market value (as of July 25, 2026) stands against $4,749 million of equity as of March 31, 2026 — a price-to-book ratio of about 0.85 at a trailing price-to-earnings ratio of roughly 7.7. The discount has reasons: equity contains a cumulative unrealized bond loss of $2,500 million (March 31, 2026, prior quarter $1,951 million). Two analyst firms cover the stock, both at hold with an average price target of $27.

Bottom Line

F&G Annuities & Life has more than doubled assets under management since June 2020, from $26.5 billion to $57.6 billion, and earns a workable spread of 5.12 percent (2025). But the $4,666 million of free cash flow that lifted the stock to number 15 in our price-to-free-cash-flow ranking is $4,987 million the build-up of obligations to policyholders and reinsurers — net earnings were $271 million. Add three documented findings: alternative investments under plan for a third consecutive year, $249 million of statutory capital resting on regulatory waivers, and a rule change on December 31, 2026 that costs roughly 10 percentage points of capital ratio. Not investment advice.

Worth Noting:
  • Hook: rank 15 in our in-house price-to-free-cash-flow ranking (U.S. selection), displayed value 0.7, as of July 26, 2026. The list shows the 25 strongest matches; on that day 544 stocks met the criteria. The lists are recalculated daily — the rank and the match count are a snapshot.
  • As-of dates: SEC figures per December 31, 2025 (Form 10-K, filed February 26, 2026) and March 31, 2026 (Form 10-Q, filed May 7, 2026); metrics, share count and analyst coverage as of July 25, 2026. Filings after the quarterly report were reviewed: Form 8-K of June 16, 2026 (leadership change), June 25, 2026 (annual meeting) and July 8, 2026 (preliminary figures).
  • Risk of confusion: the symbol FG is also used on Canada's TSX Venture Exchange by Falcon Gold Corp., a mineral explorer with no connection to this company. The same SEC filer number, 0001934850, also carries the notes FGN and FGSN on the New York Stock Exchange. Identification is unambiguous through the exchange (NYSE) and ISIN US30190A1043. F&G should also not be confused with its majority owner Fidelity National Financial (FNF) or with the similarly named fund manager Fidelity Investments, to which it has no connection.
  • Metric caveat: at life and annuity insurers the Altman Z-score and classical working capital ratios carry no meaning, because the formulas were built for industrial companies. The relevant measures are new business premiums, investment income and the regulatory capital ratio.
  • Takeover check: through July 26, 2026 the SEC filings contain no merger agreement, no tender offer and no delisting — not even from majority owner FNF, which in fact reduced its stake on December 31, 2025 by distributing roughly 12 percent of the shares.

About the Company

F&G Annuities & Life, Inc. bietet zusammen mit seinen Tochtergesellschaften Renten- und Lebensversicherungsprodukte in den USA an.

Employees1,100
HeadquartersDes Moines, IA
Websitefglife.com
IPO Date1. Dec 2022
Next Earnings5. Aug 2026

Management

Management
Name Title Birth Year
William Patrick Foley II Executive Chairman of the Board 1945
Christopher Owsley Blunt CEO & Director 1963
Leena Punjabi C.F.A. Executive VP & Chief Investment Officer 1979
Michael Louis Gravelle J.D. Executive VP, General Counsel & Corporate Secretary 1962
David Edward Martin C.F.A. Senior Vice President of Investment Risk & ALM Strategy 1969
Wendy J.B. Young Executive VP & Chief Liability Officer 1964
Matthew Eric Christensen Executive VP of Pension Risk Transfer & COO
Mark Lynn Wiltse Senior VP & Chief Accounting Officer 1968
Ted Hughes Senior VP & Chief Information Officer
Lisa Foxworthy-Parker Senior Vice President of Investor & External Relations

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Chart

Interactive price chart (TradingView).

Data as of: July 24, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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