Investor Relations
Mutual of Omaha maintains a solid financial status, reinforced by strong marks from the leading rating agencies. We are dedicated to maintaining strength, stability and security.
Serving customers first
Financial strength and stability
At Mutual of Omaha, we exist for our customers. Our financial strength reflects disciplined risk management and a steadfast commitment to long-term performance.
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117 years
of service and commitment to helping our customers protect what they care about and achieve their financial goals
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$55 billion
in total enterprise assets supporting diversified product balance across economic cycles
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$4.4 billion
of statutory surplus underscoring strong capital position and financial integrity
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23 million
individuals served through comprehensive insurance and financial solutions
Driving sustainable profitable growth
Total Invested Assets
This graph shows the Total Invested Assets for the years 2023 - 2025. The assets are in the billions with the following totals for each year: 2023: $40.5, 2024: $45.4, 2025: $49.0
Total Revenue
This graph shows the Total Revenue for the years 2023 - 2025. The assets are in the billions with the following totals for each year: 2023: $13.9, 2024: $14.6, 2025: $15.5
Combined Admitted Assets
This graph shows the Combined Admitted Assets for the years 2023 - 2025. The assets are in the billions with the following totals for each year: 2023: $51.8, 2024: $55.4, 2025: $59.7
Policy Reserves
This graph shows the Policy Reserves for the years 2023 - 2025. The assets are in the billions with the following totals for each year: 2023: $36.6, 2024: $40.8, 2025: $44.8
Surplus
This graph shows the Surplus for the years 2023 - 2025. The assets are in the billions with the following totals for each year: 2023: $4.0, 2024: $4.1, 2025: $4.4
Our results
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Audited Statements
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Recent Statutory Statements
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Historical Financials and Ratings
Investor presentation
Mutual of Omaha Q3 2025 Investor Presentation
Financial strength ratings
Mutual of Omaha and United of Omaha
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S&P Global Ratings
Stable Outlook
Strong competitive position reflects its broad product portfolio.
Very strong capital and earnings and has consistently demonstrated solid capital redundancy.
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Moody’s Investors Service
Stable Outlook
Good asset quality
Strong brand recognition
Good capitalization
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A.M. Best
Stable Outlook
Balance Sheet Strength: Very Strong
Operating Performance: Strong
Diversified portfolio ensures resilience
Insights to explore
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Why Mutual of Omaha
For more than a century, Mutual of Omaha has been committed to listening to our customers and helping them through life’s transitions by providing an array of insurance and financial products.
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Institutional Investment Products
Discover a range of investment products designed to help institutions achieve sustainable growth and meet their financial objectives.
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Social Impact
See how we invest in communities, champion sustainability, and create programs that positively impact lives and the environment.
Newsroom
Recent news you might be interested in
Stacy Scholtz Named Chief Operating Officer at Mutual of Omaha
Stacy Scholtz has been named Chief Operating Officer at Mutual of Omaha, according to Chairman and CEO James Blackledge.
Brody Merrill to Become Chief Financial Officer at Mutual of Omaha
Insurance industry veteran Brody Merrill will become Chief Financial Officer at Mutual of Omaha effective Dec. 1, according to Chairman and CEO James Blackledge.
Mutual of Omaha Ranked #1 in J.D. Power 2025 U.S. Individual Life Insurance Study
Mutual of Omaha has been named the top individual life insurance provider for customer satisfaction in the J.D. Power 2025 U.S. Individual Life Insurance Study.
Contact us
investorrelations@mutualofomaha.com
Mutual of Omaha
Mutual of Omaha Plaza
Omaha, NE 68175