Globe Life (NYSE:GL) Issues FY 2026 Earnings Guidance

Globe Life (NYSE:GL) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 14.950-15.650 for the period, compared to the consensus estimate of 15.030. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of brokerages recently issued reports on GL. Morgan Stanley reissued an “overweight” rating and set a $176.00 price target on shares of Globe Life in a research report on Monday, December 15th. Keefe, Bruyette & Woods lifted their target price on shares of Globe Life from $160.00 to $162.00 and gave the company an “outperform” rating in a report on Tuesday, October 28th. Truist Financial upped their price target on Globe Life from $150.00 to $158.00 and gave the stock a “buy” rating in a research note on Friday, October 24th. Evercore ISI downgraded Globe Life from an “outperform” rating to an “in-line” rating and set a $155.00 target price on the stock. in a report on Tuesday, January 6th. Finally, TD Cowen reissued a “buy” rating on shares of Globe Life in a research note on Thursday, December 11th. Seven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $166.22.

Globe Life Trading Up 0.8%

Shares of GL stock opened at $144.79 on Thursday. The company has a current ratio of 0.07, a quick ratio of 0.07 and a debt-to-equity ratio of 0.41. Globe Life has a 12-month low of $109.38 and a 12-month high of $147.83. The stock has a market capitalization of $11.53 billion, a P/E ratio of 10.49 and a beta of 0.47. The firm’s 50 day moving average is $138.89 and its 200 day moving average is $137.73.

Globe Life (NYSE:GL) last released its quarterly earnings results on Wednesday, February 4th. The company reported $3.39 earnings per share for the quarter, missing the consensus estimate of $3.44 by ($0.05). Globe Life had a net margin of 19.36% and a return on equity of 21.81%. The firm had revenue of $1.52 billion for the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the previous year, the company earned $3.14 earnings per share. Globe Life’s quarterly revenue was up 3.6% compared to the same quarter last year. Globe Life has set its FY 2026 guidance at 14.950-15.650 EPS. Research analysts expect that Globe Life will post 13.87 earnings per share for the current year.

Insider Activity

In other news, CEO Frank M. Svoboda sold 9,379 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $140.43, for a total transaction of $1,317,092.97. Following the completion of the sale, the chief executive officer owned 35,868 shares of the company’s stock, valued at $5,036,943.24. This represents a 20.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.51% of the stock is currently owned by corporate insiders.

Globe Life News Summary

Here are the key news stories impacting Globe Life this week:

• Positive Sentiment: Quarterly operating results improved year-over-year — net operating income was $3.39 per diluted share (up from $3.14 a year ago) and net income rose to $3.29 vs. $3.01 — showing underlying business strength. Read More.
• Positive Sentiment: Profitability metrics remain strong (net margin ~19.4% and ROE ~21.8%), supporting free cash flow/return potential for shareholders. Read More.
• Neutral Sentiment: Management set FY‑2026 EPS guidance at $14.95–$15.65, which is close to analyst consensus (roughly $15.03) — guidance is largely in line but leaves limited upside versus expectations. Read More.
• Neutral Sentiment: Local and college-sports placements of the Globe Life name (games moved to Globe Life Field; articles about teams using the stadium) provide brand exposure but are unlikely to materially affect near-term financials. Read More. Read More.
• Negative Sentiment: Reported EPS of $3.39 missed the consensus by $0.05, and revenue of $1.52B was about $10M below estimates — the modest misses are the main driver of short‑term downside risk. Read More.
• Negative Sentiment: Coverage noted sales below analyst estimates, which could temper analyst revisions or near‑term sentiment if revenue growth concerns persist. Read More.

Institutional Investors Weigh In On Globe Life

Several hedge funds and other institutional investors have recently added to or reduced their stakes in GL. CIBC Bancorp USA Inc. purchased a new position in Globe Life during the third quarter valued at approximately $1,183,000. Captrust Financial Advisors lifted its stake in shares of Globe Life by 4.8% during the 3rd quarter. Captrust Financial Advisors now owns 15,683 shares of the company’s stock valued at $2,242,000 after buying an additional 722 shares in the last quarter. Coldstream Capital Management Inc. boosted its holdings in Globe Life by 26.7% in the 3rd quarter. Coldstream Capital Management Inc. now owns 4,123 shares of the company’s stock worth $589,000 after buying an additional 869 shares during the period. Danske Bank A S purchased a new stake in Globe Life in the 3rd quarter worth $1,475,000. Finally, Advisory Services Network LLC bought a new stake in Globe Life during the third quarter valued at about $72,000. 81.61% of the stock is owned by hedge funds and other institutional investors.

About Globe Life

Globe Life, traded on the NYSE under the symbol GL, is a U.S.-based insurance holding company that underwrites and distributes a range of life and supplemental health insurance products. Through its subsidiary brands—Globe Life, American Income Life, Liberty National Life, United American Insurance Company and Family Heritage Life—it offers term life, whole life, fixed annuities and supplemental health coverage designed to meet the needs of individuals and families across various socioeconomic segments.

The company’s product suite includes low-cost, easy-to-understand life insurance policies, accidental death and dismemberment coverage, hospital indemnity plans and specified disease insurance.