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Mar 31, 2024

F&G Annuities & Life Q1 2024 Earnings Report

F&G reported strong first quarter results driven by sales growth and solid investment performance.

Key Takeaways

F&G Annuities & Life reported a net income of $111 million for Q1 2024, a significant improvement compared to the net loss of $195 million in Q1 2023. Adjusted net earnings were $108 million, or $0.86 per share, compared to $61 million, or $0.49 per share, for the same period last year. The company experienced growth in gross sales, reaching $3.5 billion, and record assets under management of $49.8 billion.

Gross sales increased by 6% year-over-year to $3.5 billion, driven by strong retail and institutional market sales.

Assets under management reached a record $49.8 billion, up 10% from the prior year quarter.

Adjusted net earnings were $108 million, or $0.86 per share, compared to $61 million, or $0.49 per share in Q1 2023.

The company's adjusted return on assets remained above the baseline of 110 basis points.

Total Revenue
$1.57B
Previous year: $869M
+80.6%
EPS
$0.86
Previous year: $0.39
+120.5%
Assets Under Management
$49.8B
Previous year: $45.3B
+9.9%
Adjusted Return on Assets
0.87%
Gross Profit
$1.51B
Previous year: $776M
+94.7%
Cash and Equivalents
$2.37B
Previous year: $1.58B
+49.7%
Total Assets
$74.4B
Previous year: $59.4B
+25.3%

F&G Annuities & Life

F&G Annuities & Life

Forward Guidance

F&G is confident in its outlook for double digit gross sales growth in 2024 and expects its recently launched RILA product to become a significant contributor to sales over the next few years.

Positive Outlook

  • Confident in outlook for double digit gross sales growth in 2024.
  • Expects recently launched RILA product to become a significant contributor to sales over the next few years.
  • Differentiated offering and strong distribution partnerships will help take share in this large and fast growing market.
  • Ability to deliver robust growth and returns through both low and rising interest rate environments.
  • Confident in ability to drive further margin expansion through improved investment margin opportunities and expense leverage as we scale our organization further.