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FGF&G Annuities & Life, Inc.Sell6.5·$27.94+2.46%
SellModerate Confidence
Investment thesis

This life insurer trades at a remarkably low 5.6x forward earnings with a PEG of 0.17 against 31% revenue growth and 216% free cash flow conversion, placing it among the most attractively valued growth franchises in the sector; however, the two most recent quarters both missed estimates, short interest is elevated at 13%, and the stock has already reached its analyst price target, making the bull case contingent on re-establishing earnings delivery.

Thesis pillars

  • Deep Value Against Strong GrowthStable
  • Industry Leading Revenue GrowthStable
  • Exceptional Free Cash ConversionStable
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

F&G Annuities & Life, Inc. (FG) Stock Analysis

Range Bound setup

SellModerate Confidence

Financial Services · Insurance - Life

Sell if holding. Analyst target reached at $27.94 — A.R:R is negative (-2.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (2).

F&G Annuities & Life underwrites fixed indexed annuities, registered index-linked annuities, multi-year guaranteed annuities, indexed universal life, and pension risk transfer, serving 778,000 policyholders and 145,000 pension participants at December 31, 2025. Revenue comes... Read more

$27.94+2.4% A.UpsideScore 6.5/10#2 of 16 Insurance - Life
QualityF-score8 / 9FCF yield31.20%
IncomeYield3.58%Payout24.35%sustainable
Stop $26.04Target $28.61(resistance)A.R:R -2.6:1
Analyst target$27.00-3.4%1 analysts
Range unavailable (1 analysts)

Sell if holding. Analyst target reached at $27.94 — A.R:R is negative (-2.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (2). Chart setup: RSI 47 mid-range, Bollinger mid-band. Score 6.5/10, moderate confidence.

Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 33d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Aug 5, 202633d to earnings· next earnings call

Thesis

Rewards
Attractive valuation
Strong growth profile
Margin of safety: 52%
Risks
Analyst target reached - limited upside remaining
Consecutive earnings misses (2)
Negative momentum

Key Metrics

P/E (TTM)7.2
P/E (Fwd)5.4
Mkt Cap$3.7B
EV/EBITDA4.0
Profit Mgn8.9%
ROE11.7%
Rev Growth30.7%
Beta1.30
Dividend3.58%
Rating analysts10

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.50bullish
IV70%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMProductFIAs46%
    10-K Item 1: 'FIAs generated approximately 46% of our gross sales'
  • MEDIUMGeographictop five states (CA, FL, PA, TX, NJ)40%
    10-K Item 1A: 'our top five states for the distribution of our products were California, Florida, Pennsylvania, Texas and New Jersey, which together accounted for 40% of our premiums'
  • MEDIUMcounterpartyAspida Re
    10-K Item 1A: 'Aspida Re, Wilton Re, Somerset and Everlake represent our largest third-party reinsurance counterparty exposures'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·2 ceiling hits

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Obv
1.0
Volume
1.3
Macd
3.9
Rsi
4.5
Ma Position
6.0
Volume distribution (falling OBV)Below 200-MA, MA slope -3.1%/30d — confirmed downtrend
GatesMomentum 3.3<4.5A.R:R -2.6=NEGATIVEDeath cross (50MA < 200MA)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 33d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
47 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $26.04Resistance $29.19

Price Targets

$26
$29
A.Upside+2.4%
A.R:R-2.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-17.9% upside)
! NEWS_MOD=-1: HOLD_IF_HOLDING → SELL_IF_HOLDING
! momentum at 3.3 (below the engine's 4.5 threshold)

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-05 (33d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is FG stock a buy right now?

Sell if holding. Analyst target reached at $27.94 — A.R:R is negative (-2.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (2). Chart setup: RSI 47 mid-range, Bollinger mid-band. Prior stop was $26.04. Score 6.5/10, moderate confidence.

What is the FG stock price target?

Take-profit target: $28.61 (+2.4% upside). Prior stop was $26.04. Stop-loss: $26.04.

What are the risks of investing in FG?

Analyst target reached - limited upside remaining; Consecutive earnings misses (2); Negative momentum.

Is FG overvalued or undervalued?

F&G Annuities & Life, Inc. trades at a P/E of 7.2 (forward 5.4). TrendMatrix value score: 9.8/10. Verdict: Sell.

What do analysts say about FG?

10 analysts cover FG with a consensus score of 2.1/5. Average price target: $27.

What does F&G Annuities & Life, Inc. do?F&G Annuities & Life underwrites fixed indexed annuities, registered index-linked annuities, multi-year guaranteed...

F&G Annuities & Life underwrites fixed indexed annuities, registered index-linked annuities, multi-year guaranteed annuities, indexed universal life, and pension risk transfer, serving 778,000 policyholders and 145,000 pension participants at December 31, 2025. Revenue comes from spread-based earnings on $57.6 billion in AUM and growing fee-based income from flow reinsurance and owned distribution. FGL Insurance's estimated RBC ratio was approximately 430% at year-end 2025.

Related stocks: ABX (Abacus Global Management, Inc.) · PRI (Primerica, Inc.) · PUK (Prudential Public Limited Compa) · LNC (Lincoln National Corporation) · GL (Globe Life Inc.)
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