F+G ANNUIT.+LIFE DL-,0001 Aktie

At the Barclays conference, F&G Annuities announced a strategic shift from interest margins toward fee-based revenues and targets a fee share of 25% by 2028 (15% by 2025). Management highlights capital growth and capital efficiency: gross AUM rose from about $25 billion to $75 billion, retained AUM is around $55 billion, and reinsurance plus the distribution platform Peak Altitude are viewed as key value drivers. F&G argues its current market cap of roughly $3 billion is below a book value of about $6 billion and cites industry multiples and cash-flow analyses as a basis for higher valuation; ROE, ROA and the expense ratio are expected to improve through scale, reinsurance and portfolio optimization. » Mere på de.investing.com

F&G reported adjusted earnings of $0.91 per share for Q4 2025, well below analysts’ estimate of $1.57, while revenue of $2.3 billion exceeded expectations by 54%. The stock fell 8.84% in after-hours trading. Assets under management rose to $73.1 billion (up 12% year/year), and the company announced the strategic sale of its Bermuda-based reinsurance unit. For 2026, F&G forecasts EPS of $1.31 to $1.59 and plans to shift more toward fee-based revenue and improved capital efficiency. » Mere på de.investing.com