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Globe Life GL Other — Policyholder Account Balance, Surrender and Withdrawal

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Other financials

Income statement

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Revenue$1.6B+8.0%
Net income$287.7M+13.8%
EPS (diluted)$3.65+19.7%

Balance sheet

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Cash & equivalents$255.2M+9.9%
Total debt$3.2B-1.3%
Total equity$6.1B+12.1%
Total assets$31.0B+4.2%

Cash flow

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Operating cash flow$420.9M-2.5%
CapEx$24.9M+112%
Free cash flow$396.0M-5.7%

Valuation

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Market cap$14.28B+22.5%
Enterprise value$17.26B-0.8%
P/E11.8×+0.8×
P/S2.3×+0.3×

Profitability

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Net margin19.6%+1.5pp
FCF margin20.2%-3.9pp

Returns & leverage

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Return on equity20.5%0.0pp
Debt / equity0.5×-0.1×

Where this comes from

Reported directly by Globe Life in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.

The source filing: Globe Life’s 10-Q, filed May 7, 2026.

Filed
May 7, 2026, 4:32 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000320335-26-000169
Line itemPolicyholders' Account Balances / 2026 / Interest Sensitive LifePolicyholders' Account Balances / 2026 / Deferred Annuity(1)Policyholders' Account Balances / 2026 / Other Policy-holders' FundsPolicyholders' Account Balances / 2025 / Interest Sensitive LifePolicyholders' Account Balances / 2025 / Deferred Annuity(1)Policyholders' Account Balances / 2025 / Other Policy-holders' Funds
Issuances186171
Premiums and deposits received5,0494,069186,8145,2503,76686,885
Policy charges(2,804)(2,986)
Surrenders and withdrawals(5,627)(13,722)(143,318)(5,966)(16,531)(93,128)
Benefit payments(7,251)(7,776)(8,329)(12,831)
Interest credited6,7644,7435,6046,8755,3735,443
Other911(91)(4,695)2,036(302)(4,656)
Balance at March 31,$708,729$568,078$576,452$720,269$636,219$463,148

Item 1. Condensed Consolidated Financial Statements

FAQ

What is Globe Life's other — policyholder account balance, surrender and withdrawal?
Globe Life (GL) reported other — policyholder account balance, surrender and withdrawal of $143.32M in Q1 2026.
How has Globe Life's other — policyholder account balance, surrender and withdrawal changed year-over-year?
Globe Life's other — policyholder account balance, surrender and withdrawal increased by 53.9% year-over-year, from $93.13M to $143.32M.
What is the long-term trend for Globe Life's other — policyholder account balance, surrender and withdrawal?
Over 4 years (2021 to 2025), Globe Life's other — policyholder account balance, surrender and withdrawal has grown at a 84.5% compound annual growth rate (CAGR), from $11.45M to $132.57M.
What does other — policyholder account balance, surrender and withdrawal mean?
This measures the total value of funds withdrawn or surrendered by policyholders from their accounts before the maturity of the contract. High levels of surrenders can indicate customer dissatisfaction, competitive pressure, or liquidity stress. It is a critical metric for assessing customer retention and long-term liability management.

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