F&G Annuities & Life (FG) Tax Rate (2022 - 2026)
F&G Annuities & Life (FG) posted Tax Rate of 2.61% for Q1 2026, down 164.14% sequentially from 4.07% in Q4 2025, and down 181.0% YoY from 3.23% in Q1 2025.
F&G Annuities & Life (FG) Tax Rate (2022 - 2026) Analysis & Trends
F&G Annuities & Life has reported Tax Rate for 5 years, with the latest figure at 2.61% in Q1 2026.
- Quarterly Tax Rate fell 181.0% year-over-year to 2.61% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 1.87% (down 591.0% YoY) and the FY2025 annual result came in at 20.47%, down 728.0% from the prior year.
- Tax Rate fell to 2.61% in Q1 2026 per FG's latest filing, from 4.07% in the prior quarter.
- Over five years, Tax Rate peaked at 23.93% in Q1 2022 and troughed at 22.7% in Q4 2022.
- A 5-year average of 3.88% and a median of 4.07% in 2025 frame the typical range for Tax Rate.
- The sharpest annual moves came in 2023 and 2024: Tax Rate plunged 2554 bps in 2023, then soared 2667 bps in 2024.
- Over 5 years, Tax Rate stood at 22.7% in 2022, then soared by 41 bps to 13.45% in 2023, then jumped by 198 bps to 13.22% in 2024, then tumbled by 69 bps to 4.07% in 2025, then slumped by 164 bps to 2.61% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 2.61%, 4.07%, and 0.49% for Q1 2026, Q4 2025, and Q3 2025 respectively.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 70.86 Bn | 50.95 Bn | - | - |
| 2 | Metlife | 60.18 Bn | 32.86 Bn | 7.82 Bn | 24.73% |
| 3 | Aflac | 58.60 Bn | -44.40 Bn | 2.27 Bn | 17.09% |
| 4 | Prudential | 35.64 Bn | 27.32 Bn | - | 12.40% |
| 5 | Unum | 13.88 Bn | 4.33 Bn | 1.38 Bn | 22.03% |
| 6 | Primerica | 9.32 Bn | 8.68 Bn | 717.74 Mn | 21.66% |
| 7 | Jackson Financial | 9.08 Bn | 3.09 Bn | - | 0.75% |
| 8 | Lincoln National | 8.09 Bn | -3.59 Bn | 2.62 Bn | 18.93% |
| 9 | Genworth Financial | 3.76 Bn | 1.78 Bn | 668.00 Mn | 23.85% |
| 10 | F&G Annuities & Life | 2.92 Bn | 274.40 Mn | 1.38 Bn | -2.81% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.75% |
| Jun 30, 2026 | 0.75% |
| Jun 30, 2026 | 0.75% |
| Mar 31, 2026 | -2.61% |
| Mar 31, 2026 | -2.61% |
| Mar 31, 2026 | -2.61% |
| Dec 31, 2025 | 4.07% |
| Dec 31, 2025 | 4.07% |
| Dec 31, 2025 | 4.07% |
| Sep 30, 2025 | -0.49% |
| Sep 30, 2025 | -0.49% |
| Sep 30, 2025 | -0.49% |
| Jun 30, 2025 | -0.56% |
| Jun 30, 2025 | -0.56% |
| Jun 30, 2025 | -0.56% |
| Mar 31, 2025 | -0.80% |
| Mar 31, 2025 | -0.80% |
| Mar 31, 2025 | -0.80% |
| Dec 31, 2024 | 13.22% |
| Dec 31, 2024 | 13.22% |