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GLOBE LIFE INC. (GL) Form 8-K — Oct 21, 2026

$GLForm 8-KItems 2.02, 9.01Filed Oct 21, 2026, 4:39 PM ET0000320335-26-000224Original filing

Globe Life (NYSE: GL) reported Q3 2026 net income of $4.62 per diluted share versus $4.73 a year ago, with net operating income of $4.84 versus $4.81. Total premium revenue grew 7% to $1.31 billion, and book value per share rose 23% to $85.35. The company cut full-year 2026 EPS guidance to $15.35-$15.65, attributing the adjustment to two items at its United American division — roughly $16 million of high-severity claims at its Evry group health business and about $7 million of excess Medicare Supplement claims from a CMS claims processing delay — rather than a change in its core business.

Key figures

Eps
4.62
Revenue
1595937000
Guidance
FY2026 net operating EPS lowered to $15.35-$15.65; FY2027 net operating EPS estimated at $16.10-$17.10 (+7.1% at midpoint); FY2026 buyback raised to $725M-$775M from $670M-$700M
Net Income
361107000
Revenue Yoy
5.5%
Shares Outstanding
78225000
Evry loss q3
approximately $16 million
Buyback cost q3
185000000
Buyback avg price
175.61
Buyback shares q3
1.1 million
Net income roe 9m
19.7%
Net operating eps
4.84
Premium growth pct
7
Book value per share
85.35
Net operating income
378838000
Total premium revenue
1311409000
Cms delay excess claims
approximately $7 million
Life underwriting income
481832000
Net operating eps yoy pct
1
Book value per share ex aoci
103.62
Remeasurement gain before tax
120500000
Investment portfolio book value
19633378000
Life underwriting income chg pct
-4

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