F&G Annuities & Life, Inc. (FG) Form 8-K — Oct 5, 2026
F&G Annuities & Life pre-announced preliminary Q3 2026 investment income from alternative investments of approximately $47 million to $57 million pre-tax, ahead of its November 5, 2026 earnings release. The midpoint of that range implies an annualized return of roughly 5%, leaving investment income about $70 million pre-tax and $55 million post-tax below management's long-term expected return of approximately 12%. The shortfall stems from mark-to-market movement in limited partnerships, unconsolidated affiliates, and COLI holdings, and management will provide further updates on the November 6 earnings call.
Key figures
- Q3 earnings call date
- November 6, 2026
- Q3 earnings release date
- November 5, 2026
- Long term expected return
- approximately 12%
- Annualized return midpoint
- approximately 5%
- Pretax shortfall vs expectation
- $70 million
- Posttax shortfall vs expectation
- $55 million
- Alt investment income q3 pretax range
- $47 million to $57 million
AI analysis
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