F&G Q3 profit tops estimates helped strong investment portfolio performance

Reuters
2025/11/07
F&G Q3 profit tops estimates helped strong investment portfolio performance 

Overview

  • F&G Q3 revenue of $2.8 bln beats analyst expectations

  • Adjusted EPS of $1.22 beats consensus estimates

  • Company reports record AUM of $71.4 bln, up 14% yr/yr

Outlook

  • Company on track to meet medium-term targets set at 2023 Investor Day

  • F&G anticipates further improvement in operating expense ratio by year-end

  • Company launched new reinsurance sidecar with $1 bln in anticipated capital

Result Drivers

  • RECORD AUM - Driven by strong sales across all products and distribution channels, reaching $71.4 bln

  • INVESTMENT PORTFOLIO PERFORMANCE - Excellent credit performance with 96% of fixed maturities being investment grade

  • REINSURANCE SIDECAR - Launch of new reinsurance sidecar with approximately $1 bln in anticipated capital commitments

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$2.80 bln

$1.40 bln (1 Analyst)

Q3 Adjusted EPS

Beat

$1.22

$1.02 (2 Analysts)

Q3 EPS

$0.85

Q3 Adjusted Net Income

Beat

$165 mln

$140 mln (2 Analysts)

Q3 Net Income

$114 mln

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the life & health insurance peer group is "buy."

  • Wall Street's median 12-month price target for F&G Annuities & Life Inc is $34.00, about 12% above its November 5 closing price of $29.91

  • The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nPn6pn6Mda

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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