---
schema_version: "secwatch.filing_event.v1"
accession: "0001934850-26-000095"
form_type: "8-K"
ticker: "FG"
cik: "0001934850"
company_name: "F&G Annuities & Life, Inc."
filed_at: "2026-10-05T20:13:16+00:00"
generated_at: "2026-10-12T14:50:33.549102+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# F&G pre-announces Q3 alt-investment income of $47-57M, $55M post-tax below target

## Summary
- Estimated Q3 2026 investment income from alternative investments of $47M-$57M pre-tax; midpoint equals roughly a 5% annualized return.
- Shortfall versus management's current long-term expected return of ~12% is estimated at $70M pre-tax and $55M post-tax.
- Income includes mark-to-market moves on limited partnerships, unconsolidated affiliates and COLI, generally reported on a one-quarter lag.
- Full Q3 results are scheduled for release November 5, 2026, with an earnings call on November 6, 2026; F&G says actuals could differ materially.

## SEC filing metadata
- accession: 0001934850-26-000095
- form_type: 8-K
- ticker: FG
- cik: 0001934850
- company_name: F&G Annuities & Life, Inc.
- filed_at: 2026-10-05T20:13:16+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 7.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1934850/000193485026000095/0001934850-26-000095-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1934850/000193485026000095/fg-20261005.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001934850-26-000095
- JSON: https://secwatch.observer/filing/0001934850-26-000095.json
- Plain text: https://secwatch.observer/filing/0001934850-26-000095.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.