| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Insurance policy income | $2.62B+2.5% | $2.56B+2.1% | $2.51B+0.2% | $2.50B-0.9% | $2.52B |
| General account assets | $1.54B+8.7% | $1.42B+13.5% | $1.25B+6.0% | $1.18B+3.4% | $1.14B |
| Policyholder and other special-purpose portfolios | $181.0M-45.1% | $329.4M+32.0% | $249.5M+253.0% | -$163.1M-158.1% | $280.5M |
| Realized investment losses | -$59.6M+21.2% | -$75.6M-9.1% | -$69.3M-287.2% | -$17.9M-184.0% | $21.3M |
| Other investment gains | $4.9M-80.9% | $25.7M+8466.7% | $300K+100.3% | -$117.5M-5240.9% | -$2.2M |
| Total investment losses | -$54.7M-9.6% | -$49.9M+27.7% | -$69.0M+49.0% | -$135.4M-808.9% | $19.1M |
| Fee revenue and other income | $196.1M+2.1% | $192.1M-8.8% | $210.6M+7.2% | $196.5M+23.6% | $159.0M |
| Total revenues | $4.49B+0.9% | $4.45B+7.3% | $4.15B+15.9% | $3.58B-13.2% | $4.12B |
| Insurance policy benefits | $2.55B+4.0% | $2.45B+5.1% | $2.33B+44.2% | $1.62B-26.1% | $2.19B |
| Liability for future policy benefits remeasurement loss | -$70.7M-72.0% | -$41.1M-93.9% | -$21.2M-35.9% | -$15.6M+69.6% | -$51.3M |
| Change in fair value of market risk benefits | -$12.4M+79.5% | -$60.5M-76.9% | -$34.2M+75.8% | -$141.5M-512.6% | -$23.1M |
| Interest expense | $230.9M-9.2% | $254.4M+6.6% | $238.6M+74.2% | $137.0M+43.6% | $95.4M |
| Amortization of deferred acquisition costs and present value of future profits | $278.0M+10.7% | $251.2M+10.5% | $227.4M+6.9% | $212.8M+7.4% | $198.2M |
| Goodwill and other asset impairment | $101.9M | $0 | $0 | — | — |
| Gain on extinguishment of borrowings related to variable interest entities | -$1.5M | $0 | $0 | — | — |
| Other operating costs and expenses | $1.12B+6.1% | $1.06B+0.7% | $1.05B+10.2% | $950.9M-3.1% | $981.8M |
| Total benefits and expenses | $4.19B+7.3% | $3.91B+3.2% | $3.79B+37.3% | $2.76B-18.6% | $3.39B |
| Income before income taxes | $293.4M-45.7% | $539.9M+51.3% | $356.8M-56.3% | $816.5M+11.4% | $733.1M |
| Income tax expense | $64.1M-46.2% | $119.1M+48.3% | $80.3M-56.8% | $185.9M+14.2% | $162.8M |
| Net income | $229.3M-45.5% | $420.8M+52.2% | $276.5M-56.2% | $630.6M+10.6% | $570.3M |
| Weighted average shares outstanding (in shares) | 99.82B-7.7% | 108.12B-6.1% | 115.12B-2.2% | 117.72B-10.2% | 131.13B |
| Net income (in USD per share) | $2300000.00-40.9% | $3890000.00+62.1% | $2400000.00-55.2% | $5360000.00+23.2% | $4350000.00 |
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
Source: SEC EDGAR 10-K and 10-Q filings. Up to 10 years annual / 16 quarters shown.