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FGL Holdings Class A Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.90 |
| EPS actual | $0.82 |
| EPS Surprise | -8.79% |
| Revenue estimate | 1.464B |
| Revenue actual | 2.245B |
| Revenue Surprise | 53.35% |
| Release date | Feb 19, 2026 |
| EPS estimate | $1.20 |
| EPS actual | $0.91 |
| EPS Surprise | -24.17% |
| Revenue estimate | 1.547B |
| Revenue actual | 2.304B |
| Revenue Surprise | 48.93% |
| Release date | Nov 06, 2025 |
| EPS estimate | $1.02 |
| EPS actual | $1.22 |
| EPS Surprise | 19.61% |
| Revenue estimate | 1.547B |
| Revenue actual | 1.603B |
| Revenue Surprise | 3.62% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.640 |
| EPS actual | $0.770 |
| EPS Surprise | 20.31% |
| Revenue estimate | 1.426B |
| Revenue actual | 1.384B |
| Revenue Surprise | -2.95% |
Last 4 Quarters for FGL Holdings Class A
Below you can see how FG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $33.15 |
| EPS estimate | $0.640 |
| EPS actual | $0.770 |
| EPS surprise | 20.31% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $31.91 |
| Aug 01, 2025 | $31.38 |
| Aug 04, 2025 | $31.72 |
| Aug 05, 2025 | $32.40 |
| Aug 06, 2025 | $33.15 |
| Aug 07, 2025 | $34.11 |
| Aug 08, 2025 | $33.98 |
| Aug 11, 2025 | $34.50 |
| Aug 12, 2025 | $35.50 |
| 4 days before | 3.89% |
| 4 days after | 7.09% |
| On release day | 2.90% |
| Change in period | 11.25% |
| Release date | Nov 06, 2025 |
| Price on release | $29.87 |
| EPS estimate | $1.02 |
| EPS actual | $1.22 |
| EPS surprise | 19.61% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $29.65 |
| Nov 03, 2025 | $29.07 |
| Nov 04, 2025 | $29.62 |
| Nov 05, 2025 | $29.91 |
| Nov 06, 2025 | $29.87 |
| Nov 07, 2025 | $30.81 |
| Nov 10, 2025 | $32.63 |
| Nov 11, 2025 | $33.01 |
| Nov 12, 2025 | $33.28 |
| 4 days before | 0.742% |
| 4 days after | 11.42% |
| On release day | 3.15% |
| Change in period | 12.24% |
| Release date | Feb 19, 2026 |
| Price on release | $27.68 |
| EPS estimate | $1.20 |
| EPS actual | $0.91 |
| EPS surprise | -24.17% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $28.21 |
| Feb 13, 2026 | $28.44 |
| Feb 17, 2026 | $28.55 |
| Feb 18, 2026 | $28.79 |
| Feb 19, 2026 | $27.68 |
| Feb 20, 2026 | $25.48 |
| Feb 23, 2026 | $23.32 |
| Feb 24, 2026 | $22.75 |
| Feb 25, 2026 | $23.32 |
| 4 days before | -1.88% |
| 4 days after | -15.75% |
| On release day | -7.95% |
| Change in period | -17.33% |
| Release date | May 06, 2026 |
| Price on release | $29.46 |
| EPS estimate | $0.90 |
| EPS actual | $0.82 |
| EPS surprise | -8.79% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $28.64 |
| May 01, 2026 | $28.59 |
| May 04, 2026 | $28.34 |
| May 05, 2026 | $29.42 |
| May 06, 2026 | $29.46 |
| May 07, 2026 | $27.09 |
| May 08, 2026 | $28.30 |
| May 11, 2026 | $27.74 |
| May 12, 2026 | $28.04 |
| 4 days before | 2.86% |
| 4 days after | -4.82% |
| On release day | -8.04% |
| Change in period | -2.09% |
FGL Holdings Class A Earnings Call Transcript Summary of Q1 2026
F&G Annuities & Life reported a solid Q1 2026 in line with expectations, with record gross AUM near $75 billion (18% CAGR since 2019) and retained AUM of $56 billion. The company emphasized a strategic shift toward higher-margin, capital-light fee-based businesses (flow reinsurance, owned distribution, middle-market life) that represented ~15% of adjusted net earnings in 2025 and are targeted to grow to ~25% by year-end 2028, supporting an expanding ROE. The retained investment portfolio ($53bn) is high quality (97% investment grade fixed maturities) and diversified across fixed income, public structured, private origination, mortgage loans, and alternatives; private origination (~$11bn) and middle-market lending (~$5bn) were highlighted for strong underwriting and low historical credit losses. Q1 adjusted net earnings were $110 million ($0.82/share), with alternative investment income ($44m) below long-term expectations. Management reinforced disciplined capital allocation: returned $67m in Q1 (dividends + buybacks), launched a new $100m three-year repurchase authorization, targets ~25% debt-to-capitalization (ex-AOCI) and >400% RBC, and is exploring strategic alternatives for its Peak Altitude owned distribution business to unlock value. Near-term focus: grow AUM with an optimized sales mix, expand ROE, continue expense efficiency (target ~45 bps operating expense ratio by end-2027), and evolve toward a more fee-based, capital-efficient model.
