F&G Annuities & Life (FG) Tax Rate (2022 - 2026)

F&G Annuities & Life's (FG) quarterly Tax Rate came in at 10.85% in Q1 2026, up 1165.0% year-on-year from 0.86% in Q1 2025, and up 145.01% quarter-over-quarter from 4.43% in Q4 2025.

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 10.85% for Q1 2026.

  • Tax Rate for Q1 2026 came in at 10.85%, up 1165.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 4.8% (up 80.0% YoY), and the FY2025 annual result was 1.95%, down 331.0% from the prior year.
  • Tax Rate came in at 10.85% for Q1 2026 at F&G Annuities & Life, up from 4.43% 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.
  • The 5-year median for Tax Rate is 4.44% (2024), against an average of 4.98%.
  • Across the five-year window, Tax Rate plunged 2554 bps in 2023 and jumped 2620 bps in 2024, its largest moves.
  • F&G Annuities & Life's 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 tumbled by 65 bps to 4.43% in 2025, then soared by 145 bps to 10.85% in 2026.
  • The last three Tax Rate figures came in at 10.85% (Q1 2026), 4.43% (Q4 2025), and 1.56% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Manulife Financial 568.62 Bn 568.62 Bn - -
2 Aflac 59.20 Bn 53.55 Bn 1.48 Bn 16.82%
3 Metlife 55.45 Bn 39.51 Bn 256.00 Mn 22.89%
4 Unum 14.44 Bn 4.48 Bn 1.40 Bn 23.36%
5 Globe Life 12.48 Bn 11.80 Bn 1.45 Bn 19.04%
6 Primerica 8.62 Bn 8.62 Bn 770.81 Mn 23.78%
7 Jackson Financial 7.51 Bn 1.67 Bn - -5.00%
8 Lincoln National 6.79 Bn -8.89 Bn 3.25 Bn 30.08%
9 CNO Financial 4.58 Bn 4.24 Bn 754.30 Mn 22.11%
10 F&G Annuities & Life 3.75 Bn 1.55 Bn 1.15 Bn 10.85%

Historic Data

Download Data
DateValue
Mar 31, 2026 10.85%
Mar 31, 2026 10.85%
Dec 31, 2025 4.43%
Dec 31, 2025 4.43%
Sep 30, 2025 1.56%
Sep 30, 2025 1.56%
Jun 30, 2025 2.34%
Jun 30, 2025 2.34%
Mar 31, 2025 -0.80%
Mar 31, 2025 -0.80%
Dec 31, 2024 12.71%
Dec 31, 2024 12.71%
Sep 30, 2024 -3.70%
Sep 30, 2024 -3.70%
Jun 30, 2024 7.62%
Jun 30, 2024 7.62%
Mar 31, 2024 4.44%
Mar 31, 2024 4.44%
Dec 31, 2023 -13.50%
Dec 31, 2023 -13.50%