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FG

F&G Annuities & Life, Inc.

In the published model solve dated 2026-Q2, anchored at $25.04, F&G Annuities & Life, Inc. (FG) is priced for 8.9% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.

Published model solve
8.9% return on equity
Priced In
within-range

Key Takeaways

• F&G writes far more business than it keeps, running assets under management of 74.5 billion dollars before reinsurance against 56.4 billion retained at the end of March, and the gap is deliberate: the ceded business comes back as fee income instead of balance sheet [Source: Q1 2026 earnings release, May 2026]. • Control sits outside the public float. The 10-K states plainly that ⟦"FNF controls a majority of the voting power of our outstanding common stock."⟧, and that the company therefore ⟦"w

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Institutional ownership

318 institutional managers reported holding FG in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 82%. 44 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dimensional Fund Advisors, among others. On the short side, 4.8M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (8.6 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

FG's share count grew 26.7% over the past five years even with $69.00M spent on repurchases. It pays a dividend, and has for 3 years running, raised 2 years straight; the current rate is $0.91 a share annually. Cash returned over the past three years: $347.00M in dividends and $53.00M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at FG over the trailing three years: 2023: 1 buy totaling $132k; 2024: 1 buy totaling $0k; 2025: 13 buys totaling $154.60M; 2026: 3 buys totaling $458k. 14 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

FG's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-10-1.9%+3.3%
2023-11-09+15.3%+9.5%
2024-03-01-10.7%+3.9%
2024-05-11-1.0%+3.0%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

FG's latest 8-K filings: 2026-08-05 (items 2.02, 7.01, 9.01); 2026-07-08 (items 2.02, 7.01); 2026-06-25 (items 5.07); 2026-06-16 (items 1.01, 5.02, 9.01); 2026-05-06 (items 2.02, 7.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: July 26, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.