F&G Annuities & Life (FG) Tax Rate (2022 - 2026)
F&G Annuities & Life's (FG) quarterly Tax Rate came in at 2.81% in Q2 2026, down 515.0% year-over-year from 0.68% in Q2 2025, and down 125.87% quarter-over-quarter from 10.85% in Q1 2026.
Powered by 
Analysis
F&G Annuities & Life (FG) Tax Rate (2022 - 2026) Analysis & Trends
F&G Annuities & Life has disclosed Tax Rate across 5 years of filings, most recently posting 2.81% for Q2 2026.
- In Q2 2026, Tax Rate fell 515.0% year-over-year to 2.81%; the TTM figure through Jun 2026 stood at 3.51% (up 83.0% YoY), while the FY2025 annual figure was 1.95%, down 331.0% from the prior year.
- Tax Rate came in at 2.81% for Q2 2026 at F&G Annuities & Life, down from 10.85% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 23.93% in Q1 2022 to a low of 22.17% in Q4 2022.
- Average Tax Rate over 5 years is 4.55%, with a median of 4.43% recorded in 2024.
- Year-over-year, Tax Rate tumbled 2554 bps in 2023 and surged 2620 bps in 2024.
- Over 5 years, Tax Rate stood at 22.17% in 2022, then jumped by 39 bps to 13.5% in 2023, then jumped by 194 bps to 12.71% in 2024, then sank by 65 bps to 4.43% in 2025, then slumped by 163 bps to 2.81% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 2.81% in Q2 2026, 10.85% in Q1 2026, and 4.43% in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Metlife | 62.16 Bn | 34.84 Bn | 7.82 Bn | 24.73% |
| 2 | Manulife Financial | 24.69 Bn | 25.90 Bn | - | - |
| 3 | Equitable Holdings | 14.62 Bn | -4.31 Bn | 1.22 Bn | 28.40% |
| 4 | Jackson Financial | 9.71 Bn | 3.72 Bn | - | 0.75% |
| 5 | Corebridge Financial | 9.48 Bn | -296.14 Bn | 2.79 Bn | 96.15% |
| 6 | Primerica | 9.02 Bn | 8.38 Bn | 717.74 Mn | 21.66% |
| 7 | Sun Life Financial | 8.56 Bn | 3.96 Bn | - | 20.91% |
| 8 | Brookfield Wealth Solutions | 8.52 Bn | -4.26 Bn | 1.92 Bn | -19.02% |
| 9 | Lincoln National | 8.41 Bn | -3.27 Bn | 2.62 Bn | 18.93% |
| 10 | F&G Annuities & Life | 3.07 Bn | 417.40 Mn | 1.38 Bn | -2.81% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -2.81% |
| Mar 31, 2026 | 10.85% |
| Dec 31, 2025 | 4.43% |
| Sep 30, 2025 | 1.56% |
| Jun 30, 2025 | 2.34% |
| Mar 31, 2025 | -0.80% |
| Dec 31, 2024 | 12.71% |
| Sep 30, 2024 | -3.70% |
| Jun 30, 2024 | 7.62% |
| Mar 31, 2024 | 4.44% |
| Dec 31, 2023 | -13.50% |
| Sep 30, 2023 | 13.36% |
| Jun 30, 2023 | 6.60% |
| Mar 31, 2023 | -1.61% |
| Dec 31, 2022 | -22.17% |
| Sep 30, 2022 | 15.27% |
| Jun 30, 2022 | 23.32% |
| Mar 31, 2022 | 23.93% |