Stephens Inc. AR Increases Stake in F&G Annuities & Life, Inc. $FG

Posted by Francis Steltz on Jul 8th, 2026

Stephens Inc. AR grew its stake in F&G Annuities & Life, Inc. (NYSE:FG – Free Report) by 2,230.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 266,175 shares of the company’s stock after purchasing an additional 254,752 shares during the period. Stephens Inc. AR’s holdings in F&G Annuities & Life were worth $6,740,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Elevated Capital Advisors LLC purchased a new position in shares of F&G Annuities & Life during the 4th quarter valued at approximately $27,000. Hantz Financial Services Inc. grew its position in F&G Annuities & Life by 29,066.7% during the fourth quarter. Hantz Financial Services Inc. now owns 875 shares of the company’s stock valued at $27,000 after buying an additional 872 shares during the period. GAMMA Investing LLC increased its holdings in F&G Annuities & Life by 432.6% in the fourth quarter. GAMMA Investing LLC now owns 932 shares of the company’s stock valued at $29,000 after buying an additional 757 shares in the last quarter. Quadrant Capital Group LLC increased its holdings in F&G Annuities & Life by 36,166.7% in the fourth quarter. Quadrant Capital Group LLC now owns 1,088 shares of the company’s stock valued at $34,000 after buying an additional 1,085 shares in the last quarter. Finally, Allworth Financial LP raised its position in shares of F&G Annuities & Life by 276.0% in the fourth quarter. Allworth Financial LP now owns 1,173 shares of the company’s stock worth $36,000 after acquiring an additional 861 shares during the period. Institutional investors and hedge funds own 95.86% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on FG shares. Zacks Research raised shares of F&G Annuities & Life to a “hold” rating in a research note on Thursday, May 7th. Raymond James Financial assumed coverage on F&G Annuities & Life in a report on Wednesday, May 6th. They issued a “market perform” rating for the company. Weiss Ratings reiterated a “hold (c)” rating on shares of F&G Annuities & Life in a research report on Wednesday, June 24th. Wall Street Zen lowered F&G Annuities & Life from a “buy” rating to a “hold” rating in a report on Sunday. Finally, Barclays cut their price objective on F&G Annuities & Life from $31.00 to $27.00 and set an “equal weight” rating for the company in a research report on Wednesday, April 8th. Four research analysts have rated the stock with a Hold rating, According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $30.00.

Get Our Latest Stock Analysis on FG

F&G Annuities & Life Stock Up 1.3%

FG opened at $28.74 on Wednesday. The company has a market cap of $3.81 billion, a PE ratio of 7.54 and a beta of 1.23. F&G Annuities & Life, Inc. has a twelve month low of $20.57 and a twelve month high of $36.70. The company has a 50-day moving average price of $27.80 and a 200 day moving average price of $27.13. The company has a quick ratio of 0.29, a current ratio of 0.29 and a debt-to-equity ratio of 0.47.

F&G Annuities & Life (NYSE:FG – Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $0.82 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.08). F&G Annuities & Life had a return on equity of 10.73% and a net margin of 8.89%.The firm had revenue of $1.19 billion for the quarter, compared to analysts’ expectations of $1.46 billion. Sell-side analysts expect that F&G Annuities & Life, Inc. will post 3.66 earnings per share for the current fiscal year.

F&G Annuities & Life announced that its Board of Directors has initiated a stock repurchase program on Monday, March 16th that allows the company to buyback $100.00 million in outstanding shares. This buyback authorization allows the company to reacquire up to 3.1% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

F&G Annuities & Life Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Tuesday, June 16th were paid a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 3.5%. The ex-dividend date of this dividend was Tuesday, June 16th. F&G Annuities & Life’s dividend payout ratio is currently 26.25%.

F&G Annuities & Life Company Profile

(Free Report)

F&G Annuities & Life is the principal life insurance and annuity subsidiary of F&G Financial Group, Inc (NYSE: FG), a publicly traded financial services holding company headquartered in Des Moines, Iowa. The company focuses on designing and issuing retirement income solutions that address longevity risk, capital preservation, and wealth transfer for individual and institutional clients.

Its product suite includes fixed indexed annuities, which offer the potential for market-linked growth with downside protection; fixed-rate annuities, delivering guaranteed interest over a defined term; and a range of life insurance policies such as term, universal, and variable universal life.