Highest-materiality recent filing
F&G Q1 net earnings $244M ($1.78/sh), record AUM $74.5B, adjusted EPS $0.82
Net earnings $244M ($1.78/diluted) vs net loss $25M (-$0.20) in Q1 2025; adjusted net earnings $110M ($0.82) vs $91M ($0.72).
F&G enters 10b5-1 plan for common share repurchases through May 30, 2026
Plan entered March 30, 2026; open-market repurchases may begin April 7, 2026, terminate May 30, 2026.
F&G Q4 net earnings $124M ($0.92) vs $323M; adj net $123M; record AUM $73.1B
Q4 net earnings attributable to common shareholders fell to $124M ($0.92) from $323M ($2.50) a year ago.
FNF to distribute 12% of F&G stock to FNF shareholders at 6:100 ratio
Distribution of 16,280,204 F&G shares (approx 12% of FG outstanding) to FNF holders of record Dec 17.
FNF to distribute 16M shares (12% of FG) to FNF shareholders as special dividend
Distribution of ~16M FG shares owned by FNF, representing ~12% of FG's outstanding common stock.
F&G posts Q3 net earnings of $114M vs year-ago loss; record AUM $71.4B
Net earnings $114M ($0.85/diluted share) vs net loss of $10M (-$0.08) in Q3 2024.
John Currier steps down as President, takes senior advisory role reporting to CEO Chris Blunt.
F&G Q2 2025 adj EPS $0.77 vs $1.10 YoY; record AUM $69.2B, retail sales up 13%
Net earnings $35M ($0.26 dil EPS) vs $198M ($1.55) in Q2 2024.
F&G shareholders elect Blunt and Foley as Class III directors at annual meeting
Christopher O. Blunt elected with 125,880,738 votes for; 2,513,958 withheld; 2,593,318 broker non-votes.
F&G Q1 net loss $25M (-$0.20 EPS); adjusted EPS $0.72 vs $0.86; record AUM $67.4B
Net loss attributable to common shareholders of $25M (diluted EPS -$0.20) vs net earnings $111M ($0.88) in Q1 2024.
F&G Annuities & Life completes public offering of 8M shares; FNF to buy 4.5M shares
Completed public offering of 8,000,000 shares of common stock (plus 30-day option for up to 1,200,000 additional shares).
F&G appoints Conor Murphy as CFO; Wendy Young to become Chief Liability Officer
Wendy Young will transition from CFO to Chief Liability Officer on April 1, 2025.
F&G reports Q4 2024 adj EPS $1.12 vs $0.60 YoY; full year record gross sales $15.3B
Adj net earnings Q4 $143M ($1.12/sh) up from $75M ($0.60/sh); full year $546M ($4.30/sh) vs $335M ($2.68/sh).
F&G issues $375M of 7.300% Junior Subordinated Notes due 2065
Issued $375M aggregate principal amount of 7.300% junior subordinated notes due January 15, 2065.
F&G prices $375M 7.300% junior subordinated notes due 2065
Priced $375M aggregate principal of 7.300% Junior Subordinated Notes due 2065.
F&G Q3 adjusted EPS $1.22 beats $0.96 YoY; retail sales record $3.5B up 84%
Net loss $10M ($0.08) includes $150M unfavorable marks; adjusted net earnings $156M ($1.22) vs $120M ($0.96) YoY.
F&G Annuities & Life issues $500M of 6.250% senior notes due 2034
Principal $500M, coupon 6.250%, maturity October 4, 2034; interest payable semi-annually.
F&G Q2 net earnings $198M, adjusted EPS $1.10; gross sales up 47% to $4.4B
Net earnings $198M ($1.55 diluted EPS) vs $130M ($1.04) in Q2 2023; adjusted net earnings $139M ($1.10) vs $79M ($0.63).
Class II directors elected: Douglas K. Ammerman (118.1M for), Celina J. Wang Doka (120.6M for), Raymond R. Quirk (118.9M for).
F&G issues $550M 6.500% notes due 2029, tenders $250M of 5.50% notes due 2025
Issued $550M of 6.500% Senior Notes due 2029; proceeds partly fund tender offer for up to $250M of FGLH's 5.50% Notes due 2025.
F&G prices $550M 6.5% senior notes due 2029; launches tender for $250M of 5.5% notes due 2025
Priced $550M aggregate principal of 6.500% senior notes due 2029; expected close June 4, 2024.
F&G appoints John Currier as President; CEO Chris Blunt remains CEO
John D. Currier, Jr. promoted to President of F&G, effective May 8, 2024.
F&G swings to Q1 profit of $111M; AUM up 10% to $49.8B
Net earnings of $111M ($0.88/diluted) vs net loss of $195M ($1.56) in Q1 2023; adjusted net earnings $108M ($0.86) vs $61M ($0.49).
F&G Q4 net loss $299M ($2.41/sh), adj. EPS $0.60; FY net loss $58M, record sales $13.2B
Q4 net loss of $299M ($2.41/sh); FY 2023 net loss of $58M ($0.47/sh).
F&G upsizes credit facility to $750M, extends maturity
Increased revolving credit facility from $665M to $750M.
Wendy Young will transition from her Chief Financial Officer role on April 1, 2025 to become F&G's Chief Liability Officer, a newly created position.
the Company has appointed Conor Murphy as its new Chief Financial Officer, effective April 1, 2025.
On May 8, 2024, the Board of Directors of F&G Annuities & Life, Inc. (“F&G” or the “Company”) appointed John D. Currier, Jr. to serve as President of F&G.
Max materiality 0.80 · Median 0.65 · Most common event earnings