Every 8-K that F&G Annuities & Life Inc (FG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow FG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FG filings page.
F&G Annuities & Life, Inc. reported second-quarter 2026 results with a net loss attributable to common shareholders of $81 million, or $(0.62) per diluted share, compared with net earnings of $35 million, or $0.26 per share, in the second quarter of 2025. The loss reflected $144 million of unfavorable mark-to-market effects and $22 million of other unfavorable items, which are excluded from non-GAAP measures.
Adjusted net earnings were $85 million, or $0.65 per share, down from $103 million, or $0.77 per share, a year earlier, as alternative investment income ran below long-term expectations and opportunistic sales declined. Assets under management before reinsurance reached a record $74.7 billion, up 8% year over year, including retained AUM of $55.9 billion. Gross sales were $2.7 billion and net sales $1.5 billion, both lower than the prior year due to reduced multiyear guaranteed annuity volumes and flow reinsurance. Adjusted ROE excluding AOCI was 8.0% and adjusted ROA 0.68%. The company returned $128 million to shareholders in the quarter and $195 million in the first half of 2026, while book value per share excluding AOCI increased to $45.93.
F&G Annuities & Life, Inc. is providing preliminary figures for investment income from alternative investments and the impact of new capital rules before releasing full second-quarter results. For the three months ended June 30, 2026, it estimates pre-tax investment income from alternative investments of about $56 million to $66 million, implying an annualized return near 6%. Management expects this to be roughly $65 million pre-tax and $51 million post-tax below its current long-term expected return of about 12%. The company also estimates that applying new NAIC CLO Risk Based Capital factors to FGL Insurance’s June 30, 2026 CLO portfolio could reduce its December 31, 2026 pro forma U.S. RBC ratio by around 10 percentage points. All figures are preliminary, unaudited, and may change once closing procedures and final RBC calculations are completed.
F&G Annuities & Life, Inc. held its Annual Meeting of Shareholders on June 24, 2026. As of the April 27, 2026 record date, 132,889,653 shares of common stock were outstanding and entitled to vote, and a quorum was present.
Shareholders elected three Class I directors to terms running until the 2029 annual meeting. John D. Rood received 113,646,889 votes for, Michael J. Nolan received 114,395,900 votes for, and J. Douglas Martinez received 121,516,937 votes for.
Shareholders also approved, on a non-binding advisory basis, the compensation of named executive officers, with 119,448,973 votes for and 3,813,140 against. In addition, they ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for 2026, with 128,066,731 votes for and 51,901 against.
F&G Annuities & Life, Inc. is implementing a planned executive leadership transition. Chris Blunt will retire as Chief Executive Officer on June 30, 2026, but will remain on the board and continue as CEO of subsidiary Peak Altitude, where he will lead a formal process to explore strategic alternatives.
Conor Murphy, currently President and Chief Financial Officer, becomes Chief Executive Officer and President, with his employment agreement amended to raise his target annual bonus to 200% of base salary (with a 2026 target effectively at 150%) and to recommend a 2026 equity grant of $6.0 million, subject to committee approval. Michael Bailey joins as Chief Financial Officer on August 3, 2026 on a three-year employment agreement that includes a $550,000 base salary, a target annual bonus equal to 100% of salary, a $620,000 cash sign-on bonus and a $620,000 performance-based restricted stock award, plus a recommended recurring $1.1 million annual equity award, all subject to stated conditions. Mark Wiltse, Chief Accounting Officer, will serve as Interim Chief Financial Officer from June 30 to August 3, 2026.
F&G Annuities & Life, Inc. reported a strong turnaround for the first quarter of 2026. Net earnings attributable to common shareholders were $244 million, or $1.78 per diluted share, compared with a net loss of $25 million, or $0.20 per share, in the first quarter of 2025, largely reflecting favorable mark-to-market effects.
Adjusted net earnings, which exclude market volatility and other items, rose to $110 million, or $0.82 per share, from $91 million, or $0.72 per share, helped by asset growth, fee income from reinsurance and cost control despite alternative investment returns below long-term expectations. Assets under management before reinsurance reached a record $74.5 billion, up 11% year over year, with gross sales of $3.2 billion and net sales of $2.2 billion.
The company’s adjusted return on assets was 0.76% and adjusted return on equity excluding AOCI was 8.4%. F&G also returned $67 million to shareholders through dividends and buybacks, repurchasing about 1.2 million shares, and its board approved a new three-year share repurchase program of up to $100 million.
F&G Annuities & Life reported weaker profitability but continued balance sheet growth for the fourth quarter and full year 2025. Fourth-quarter net earnings attributable to common shareholders were $124 million, or $0.92 per diluted share, down from $323 million, or $2.50, a year earlier. Full-year net earnings fell to $248 million, or $1.88 per share, from $622 million, or $4.88.
Excluding mark‑to‑market and other non‑recurring items, adjusted net earnings were $123 million in the quarter and $482 million for the year, versus $143 million and $546 million in 2024, reflecting lower alternative investment income and higher interest expense. Despite lower earnings, the company achieved record assets under management before flow reinsurance of $73.1 billion, up 12% year over year, with retained AUM of $57.6 billion.
Capital levels remain strong. Book value per common share excluding AOCI was $44.43, slightly above 2024, and the risk-based capital ratio at the primary operating subsidiary was about 430%, above the 400% target. F&G returned $137 million to shareholders through common and preferred dividends in 2025 and plans to sell its Bermuda reinsurer F&G Life Re Ltd, which holds roughly $1.9 billion of inforce business. Fidelity National Financial completed the distribution of about 16 million F&G shares to its shareholders, expanding F&G’s public float to 30% while retaining roughly 70% ownership.
F&G Annuities & Life, Inc. reports that majority shareholder Fidelity National Financial, Inc. has set the final terms of a previously announced special distribution of F&G common stock to FNF shareholders. The distribution will consist of 16,280,204 shares of F&G common stock currently owned by FNF, representing approximately 12% of F&G’s outstanding common shares.
On December 31, 2025, FNF shareholders will receive six shares of F&G common stock for every 100 shares of FNF common stock held as of 4:30 p.m. ET on December 17, 2025. The details come from an FNF press release that F&G has furnished as an exhibit.
F&G Annuities & Life, Inc. (FG) announced that its majority-owned parent, Fidelity National Financial, Inc. (FNF), plans a special stock distribution of F&G common stock to FNF shareholders. The distribution comprises approximately 16 million shares of F&G common stock currently owned by FNF, representing approximately 12% of F&G’s outstanding shares.
The company furnished a press release dated November 7, 2025 as Exhibit 99.1, which is incorporated by reference. No additional terms were included in the excerpt.
F&G Annuities & Life (FG) furnished materials announcing financial results for the third quarter ended September 30, 2025. The company provided a press release, a quarterly financial supplement, and an investor presentation, all dated November 6, 2025.
The materials were furnished under Item 2.02 and Item 7.01 and are not deemed filed. Exhibits include 99.1 (press release), 99.2 (financial supplement), 99.3 (investor presentation), and 104 (cover page Inline XBRL tags).