Life & Annuity Insurance. A spread-and-fee balance sheet: premiums and deposits invested against long-duration policyholder liabilities, plus fee income.
Data: statutory filings · derived · public filings (XBRL) · public filings (10-K) · market data · latest filing 2026-05-07 · price 2026-05-29 independently sourced
Deep Dive Overview Fundamentals Filings Deep-Dive Capital & Ratings Entities Quality Earnings Income Statement Balance Sheet Composition Cash Flow Ratios Segments & KPIsMetric 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Total Revenue60,787 62,308 67,941 69,620 67,842 68,696 68,770 66,905 70,986 77,084 Interest Expense874 841 827 656 632 647 655 740 738 724 Profit Before Tax4,281 3,536 6,307 6,795 6,927 8,518 6,364 2,162 5,622 4,661 Income Tax693 -1,470 1,179 886 1,509 1,642 1,062 560 1,178 1,258 Net Income (to equity holders)850 4,010 5,123 5,899 5,407 6,353 2,354 1,380 4,226 3,173 Basic EPS$0.68 $3.65 $4.95 $6.10 $5.72 $7.71 $6.35 $1.82 $5.98 $4.74 Diluted EPS$0.67 $3.62 $4.91 $6.06 $5.68 $7.65 $6.30 $1.81 $5.94 $4.71 Diluted Weighted Avg Shares1,109 1,079 1,014 944 913 869 809 762 711 673 Fee & Commission Income5,483 5,510 5,502 5,603 5,603 5,244 5,225 5,152 4,974 5,003 Interest Credited to Policyholders5,176 5,607 4,013 6,464 5,214 5,571 3,894 7,860 8,339 8,950 Investment Income16,790 17,363 16,166 18,868 17,117 21,395 15,916 19,908 21,273 22,559 Operating Expenses13,749 13,621 13,714 13,689 13,150 12,018 11,859 12,710 13,017 13,860 Policyholder Benefits & Claims36,358 38,313 42,656 41,461 41,461 43,118 49,507 44,590 44,728 49,718 Policyholder Dividends1,223 1,231 1,251 1,211 1,090 880 706 622 595 553 Net Earned Premium37,202 38,992 43,840 42,235 42,034 41,152 48,510 44,283 44,945 49,779 Realized Investment Gains/Losses317 -308 -298 854 634 711 -880 -1,028 -436 -371 Premiums − Benefits844 679 1,184 774 573 -1,966 -997 -307 217 61 DAC Amortization2,326 2,366 2,708 2,651 2,925 -1,806 1,655 1,791 1,912 2,018