F&G Annuities & Life (FGSN) Tax Rate (2022 - 2026)
F&G Annuities & Life's (FGSN) 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 (FGSN) 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 | - | - | 1.15 Bn | 10.85% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |