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F&G Annuities & Life FG Indexed annuities — Capitalization

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Other financials

Income statement

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Revenue$1.4B+4.2%
Net income-$76.0M-290%
EPS (diluted)-$0.62-338%

Balance sheet

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Cash & equivalents$2.1B+11.6%
Total debt$2.3B+0.3%
Total equity$4.6B+3.9%
Total assets$103.59B+12.8%

Cash flow

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Operating cash flow$1.5B-8.2%

Valuation

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Market cap$3.87B-13.5%
Enterprise value$4.01B-16.9%
P/E9.3×-3.9×
P/S0.6×-0.2×

Profitability

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Net margin6.9%+0.4pp

Returns & leverage

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Return on equity9.2%+0.8pp
Debt / equity0.5×0.0×

Where this comes from

Reported directly by F&G Annuities & Life in its filing.

Tagged under the XBRL concept us-gaap:DeferredSalesInducementsAdditions.

The source filing: F&G Annuities & Life’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:08 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q3 2026
Accession
0001934850-26-000085
Line itemSix months ended June 30, 2026Six months ended June 30, 2025
Balance at January 1,$891$625
Capitalization164158
Amortization(41)(30)
Balance at June 30,$1,014$753

Item 1. Condensed Consolidated Financial Statements:

FAQ

What is F&G Annuities & Life's indexed annuities — capitalization?
F&G Annuities & Life (FG) reported indexed annuities — capitalization of $91M in Q2 2026.
How has F&G Annuities & Life's indexed annuities — capitalization changed year-over-year?
F&G Annuities & Life's indexed annuities — capitalization increased by 4.6% year-over-year, from $87M to $91M.
What is the long-term trend for F&G Annuities & Life's indexed annuities — capitalization?
Over 2 years (2023 to 2025), F&G Annuities & Life's indexed annuities — capitalization has grown at a 40.6% compound annual growth rate (CAGR), from $168M to $332M.
What does indexed annuities — capitalization mean?
This metric measures the total amount of costs deferred and capitalized during the period related to the acquisition of indexed annuity business. It serves as a proxy for the company's commitment to expanding its market share in the indexed annuity space. It is a vital indicator of current sales momentum and investment in future revenue streams.

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