Tearsheet

Brighthouse Financial (BHF)

Market Price (4/23/2026): $62.055 | Market Cap: $3.6 Bil
Sector: Financials | Industry: Life & Health Insurance

Brighthouse Financial (BHF)

Market Price (4/23/2026): $62.055
Market Cap: $3.6 Bil
Sector: Financials
Industry: Life & Health Insurance

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 8.2%, FCF Yield is 7.3%

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -2405%

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 46%

Megatrend and thematic drivers
Megatrends include Aging Population & Chronic Disease, Fintech & Digital Payments, and AI in Financial Services. Themes include Geriatric Care, Show more.

Weak multi-year price returns
2Y Excs Rtn is -9.9%, 3Y Excs Rtn is -30%

Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 10.98, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 11%

Key risks
BHF key risks include [1] persistent challenges in generating sufficient capital and statutory earnings, Show more.

0	Attractive yield Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 8.2%, FCF Yield is 7.3%
1	Cash is significant % of market cap Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -2405%
2	Strong revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 46%
3	Megatrend and thematic drivers Megatrends include Aging Population & Chronic Disease, Fintech & Digital Payments, and AI in Financial Services. Themes include Geriatric Care, Show more.
4	Weak multi-year price returns 2Y Excs Rtn is -9.9%, 3Y Excs Rtn is -30%
5	Meaningful short interest Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 10.98, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 11%
6	Key risks BHF key risks include [1] persistent challenges in generating sufficient capital and statutory earnings, Show more.

Valuation, Metrics & Events

	4/23/26	2025	2024	2023	2022
Share Price CYE	$62.05	$64.79	$48.04	$52.92	$51.27
Market Cap CYE ($ Bil)	3.6	3.7	2.8	3.4	3.5
Total Debt ($ Bil)	3.2	3.2	3.2	3.2	3.2
Total Cash ($ Bil)	5.4	5.4	5.0	3.9	4.1
Enterprise Value ($ Bil)	1.3	6.9	6.0	6.6	6.7
Valuation Ratios
P/S TTM	0.6	0.6	0.7	0.9	0.5
P/EBIT TTM	5.7	5.9	5.0	-2.6	0.7
P/E TTM	8.2	8.6	7.3	-3.0	0.9
P/FCF TTM	13.7	14.3	-9.8	-24.8	-2.9
Sector Ratios
P/S TTM (Sector)	3.2	3.1	3.1	2.7	2.7
P/EBIT TTM (Sector)	6.9	6.7	8.2	7.2	6.8
P/E TTM (Sector)	11.6	11.0	11.4	9.8	9.2
P/FCF TTM (Sector)	8.8	8.6	9.0	7.7	6.4

	4/23/26	2025	2024
Share Price CYE	$62.05	$64.79	$48.04
Market Cap CYE ($ Bil)	3.6	3.7	2.8
Total Debt ($ Bil)	3.2	3.2	3.2
Total Cash ($ Bil)	5.4	5.4	5.0
Enterprise Value ($ Bil)	1.3	6.9	6.0
Valuation Ratios
P/S TTM	0.6	0.6	0.7
P/EBIT TTM	5.7	5.9	5.0
P/E TTM	8.2	8.6	7.3
P/FCF TTM	13.7	14.3	-9.8
Sector Ratios
P/S TTM (Sector)	3.2	3.1	3.1
P/EBIT TTM (Sector)	6.9	6.7	8.2
P/E TTM (Sector)	11.6	11.0	11.4
P/FCF TTM (Sector)	8.8	8.6	9.0

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Metric	Value	Date	Source
Annuity Sales	$2.6 billion	6302025	Link
Shield Level Annuity Sales	$1.9 billion	6302025	Link
Life Insurance Sales	$33 million	6302025	Link
Holding Company Liquid Assets	$0.9 billion	6302025	Link
Estimated Combined Risk-Based Capital (RBC) Ratio	405% - 425%	6302025	Link
Assets Under Management	$206 billion	6302025	Link
Number of Customers	2 million+	3312024	Link

Upcoming
5/14/2026	Earnings Release	Rev: $2.0 Bil (E) EPS: $4.57 (E)

Price Chart

Return (1M):

Why The Stock Moved

Qualitative Assessment

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Brighthouse Financial (BHF) stock has lost about 5% since 12/31/2025 because of the following key factors:

1. Brighthouse Financial reported a significant earnings miss for Q4 2025. The company announced its Q4 2025 results on March 4, 2026, posting earnings per share (EPS) of $3.93, which fell short of analysts' expectations of $5.19 by 24.28%.

2. Market uncertainty surrounds the pending acquisition by Aquarian Capital. While Brighthouse Financial stockholders approved the all-cash merger at $70.00 per share in February 2026, the stock has been trading around $59.63 to $60.00 as of April 1, 2026. This approximately 15% discount to the acquisition price reflects investor apprehension regarding the regulatory approval process and other closing conditions for the deal, which is expected to close in 2026.

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Stock Movement Drivers

Fundamental Drivers

The -4.2% change in BHF stock from 12/31/2025 to 4/22/2026 was primarily driven by a -58.7% change in the company's Net Income Margin (%).

(LTM values as of)	12312025	4222026	Change
Stock Price ($)	64.79	62.08	-4.2%
Change Contribution By:
Total Revenues ($ Mil)	5,895	6,391	8.4%
Net Income Margin (%)	16.4%	6.8%	-58.7%
P/E Multiple	3.8	8.2	114.0%
Shares Outstanding (Mil)	57	57	0.0%
Cumulative Contribution			-4.2%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/22/2026

	Return	Correlation
BHF	-4.2%
Market (SPY)	-5.4%	21.6%
Sector (XLF)	-4.7%	25.4%

Fundamental Drivers

The 17.0% change in BHF stock from 9/30/2025 to 4/22/2026 was primarily driven by a 78.8% change in the company's P/E Multiple.

(LTM values as of)	9302025	4222026	Change
Stock Price ($)	53.08	62.08	17.0%
Change Contribution By:
Total Revenues ($ Mil)	6,150	6,391	3.9%
Net Income Margin (%)	10.8%	6.8%	-37.2%
P/E Multiple	4.6	8.2	78.8%
Shares Outstanding (Mil)	57	57	0.3%
Cumulative Contribution			17.0%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/22/2026

	Return	Correlation
BHF	17.0%
Market (SPY)	-2.9%	-0.4%
Sector (XLF)	-2.7%	10.2%

Fundamental Drivers

The 7.1% change in BHF stock from 3/31/2025 to 4/22/2026 was primarily driven by a 46.3% change in the company's Total Revenues ($ Mil).

(LTM values as of)	3312025	4222026	Change
Stock Price ($)	57.99	62.08	7.1%
Change Contribution By:
Total Revenues ($ Mil)	4,369	6,391	46.3%
Net Income Margin (%)	8.9%	6.8%	-23.7%
P/E Multiple	8.9	8.2	-7.3%
Shares Outstanding (Mil)	59	57	3.5%
Cumulative Contribution			7.1%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/22/2026

	Return	Correlation
BHF	7.1%
Market (SPY)	16.3%	36.6%
Sector (XLF)	5.9%	38.0%

Fundamental Drivers

The 40.7% change in BHF stock from 3/31/2023 to 4/22/2026 was primarily driven by a 945.8% change in the company's P/E Multiple.

(LTM values as of)	3312023	4222026	Change
Stock Price ($)	44.11	62.08	40.7%
Change Contribution By:
Total Revenues ($ Mil)	6,630	6,391	-3.6%
Net Income Margin (%)	58.5%	6.8%	-88.4%
P/E Multiple	0.8	8.2	945.8%
Shares Outstanding (Mil)	69	57	20.6%
Cumulative Contribution			40.7%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/22/2026

	Return	Correlation
BHF	40.7%
Market (SPY)	63.3%	41.9%
Sector (XLF)	69.6%	51.0%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
BHF Return	43%	-1%	3%	-9%	35%	-4%	71%
Peers Return	38%	-10%	9%	32%	11%	-11%	76%
S&P 500 Return	27%	-19%	24%	23%	16%	3%	88%
Monthly Win Rates [3]
BHF Win Rate	58%	33%	58%	33%	50%	25%
Peers Win Rate	65%	43%	57%	62%	58%	30%
S&P 500 Win Rate	75%	42%	67%	75%	67%	50%
Max Drawdowns [4]
BHF Max Drawdown	-3%	-25%	-22%	-23%	-10%	-9%
Peers Max Drawdown	-4%	-22%	-27%	-2%	-13%	-22%
S&P 500 Max Drawdown	-1%	-25%	-1%	-2%	-15%	-7%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: MET, PRU, CRBG, LNC, EQH.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/22/2026 (YTD)

How Low Can It Go

Unique Key	Event	BHF	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-35.2%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	54.3%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	930 days	464 days
2020 Covid Pandemic	2020 Covid Pandemic
2020 Covid Pandemic% Loss	% Loss	-65.9%	-33.9%
2020 Covid Pandemic% Gain to Breakeven	% Gain to Breakeven	193.3%	51.3%
2020 Covid PandemicTime to Breakeven	Time to Breakeven	392 days	148 days
2018 Correction	2018 Correction
2018 Correction% Loss	% Loss	-58.5%	-19.8%
2018 Correction% Gain to Breakeven	% Gain to Breakeven	140.8%	24.7%
2018 CorrectionTime to Breakeven	Time to Breakeven	Not Fully Recovered days	120 days

Compare to MET, PRU, CRBG, LNC, EQH

In The Past

Brighthouse Financial's stock fell -35.2% during the 2022 Inflation Shock from a high on 2/10/2022. A -35.2% loss requires a 54.3% gain to breakeven.

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About Brighthouse Financial (BHF)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Brighthouse Financial, Inc. provides annuity and life insurance products in the United States. It operates through three segments: Annuities, Life, and Run-off. The Annuities segment offers variable, fixed, index-linked, and income annuities for contract holders' needs for protected wealth accumulation on a tax-deferred basis, wealth transfer, and income security. The Life segment provides term, universal, whole, and variable life policies for policyholders' needs for financial security and protected wealth transfer. The Run-off segment manages structured settlements, pension risk transfer contracts, certain company-owned life insurance policies, funding agreements, and universal life with secondary guarantees. The company was incorporated in 2016 and is based in Charlotte, North Carolina.

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1. Essentially, it's a version of MetLife specifically for individual annuities and life insurance.

2. Similar to Prudential Financial or Lincoln Financial Group, offering annuities and life insurance products for financial planning.

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Annuities: Financial contracts designed for protected wealth accumulation, wealth transfer, and income security.
Life Insurance: Policies providing financial security and protected wealth transfer to beneficiaries.

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Brighthouse Financial (BHF) primarily sells its annuity and life insurance products to individuals. Based on the services described, their major customer categories are:

Individuals planning for or in retirement: These customers utilize annuities for protected wealth accumulation on a tax-deferred basis, as well as for securing future income streams and ensuring financial stability during their retirement years.
Individuals and families seeking financial protection: This category includes customers who purchase various life insurance policies (term, universal, whole, and variable life) to provide financial security for their dependents and loved ones in the event of unforeseen circumstances.
Individuals focused on wealth transfer and estate planning: Customers in this category use Brighthouse Financial's products, including certain annuities and life policies, to facilitate the efficient and protected transfer of wealth to beneficiaries, often as part of a broader estate planning strategy.

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MetLife Investment Management, LLC (part of MetLife, Inc. MET)

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Eric Steigerwalt, President and Chief Executive Officer

Eric Steigerwalt has served as the president and chief executive officer of Brighthouse Financial since the company's launch in 2016. Prior to Brighthouse Financial, he held multiple leadership roles at MetLife, Inc. over 18 years, including executive vice president of MetLife's U.S. Retail business from 2012 to 2016. Steigerwalt also served as MetLife's interim chief financial officer from 2011 to 2012, chief financial officer for MetLife's U.S. businesses from 2009 to 2011, and MetLife's treasurer from 2007 to 2009. He began his tenure at MetLife in 1998, managing many operational aspects of MetLife's demutualization and IPO, and became the company's first head of investor relations. Before joining MetLife, Steigerwalt worked in finance at Equitable Companies and as a derivatives trader at Fossett Corporation.

Edward Spehar, Executive Vice President and Chief Financial Officer

Edward (Ed) Spehar is executive vice president and chief financial officer for Brighthouse Financial, a role he assumed in August 2019 after joining in July 2019. In this role, Spehar is responsible for Brighthouse Financial's overall financial strategy, including financial planning and analysis, investor relations, accounting and reporting, treasury, actuarial, and expense management. Prior to joining Brighthouse Financial, Spehar was executive vice president and treasurer of MetLife, where he was responsible for the strategic management of financial resources. He joined MetLife in 2012 as senior vice president and head of investor relations and later served as the chief financial officer of MetLife's EMEA (Europe, Middle East, and Africa) segment. Before MetLife, Spehar spent 23 years as an equity research analyst covering the life insurance industry, including 19 years as a sell-side equity research analyst at Bank of America Merrill Lynch.

Myles J. Lambert, Executive Vice President and Chief Operating Officer

Myles J. Lambert was appointed Executive Vice President and Chief Operating Officer, effective August 30, 2025. He previously served as Executive Vice President and Chief Distribution and Marketing Officer since August 2017. In his new role, he oversees company operations while continuing to lead distribution, marketing, and corporate strategy.

John L. Rosenthal, Executive Vice President and Chief Investment Officer

As executive vice president and chief investment officer at Brighthouse Financial, John Rosenthal is responsible for the overall management of the company's investment portfolio. Prior to his current role, Rosenthal was EVP and head of global portfolio management at MetLife Investments. He held multiple leadership roles at MetLife over 32 years, including managing director of the investments institutional portfolio management business, co-head of fixed income and equity investments, and head of core securities.

Shelly Hemler, Executive Vice President and Chief Auditor

Shelly Hemler is executive vice president and chief auditor at Brighthouse Financial. In this role, she is responsible for providing independent assessments of the company's internal controls, risk management, and governance practices. Prior to her current role, Hemler served as vice president of internal audit at MetLife, where she was responsible for global financial, investments, and actuarial audit.

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Key Risks to Brighthouse Financial (BHF)

Market and Financial Risks: Brighthouse Financial's profitability and financial condition are highly susceptible to fluctuations in financial markets. This includes interest rate changes, which can impact investment income, policy surrenders, and reserve strengthening, as well as equity market volatility and credit risks within its investment portfolio. These exposures can significantly affect the company's investment income and overall financial stability.
Regulatory Changes and Legal Contingencies: The company operates in a heavily regulated financial services industry, making it vulnerable to changes in laws and regulations. Compliance with new or revised requirements can be costly and time-consuming, potentially affecting profitability and strategic initiatives. Additionally, Brighthouse Financial is involved in various legal proceedings, the uncertain outcomes of which could lead to substantial financial liabilities or operational restrictions and harm its reputation.
Actuarial Assumption and Operational Risks: Brighthouse Financial faces risks stemming from discrepancies between its actual experience and the actuarial assumptions used to price its products and establish reserves. Deviations in claims, benefits, or persistency from these assumptions can adversely affect financial results and capitalization. Furthermore, the company is exposed to operational risks, including reliance on third-party service providers for critical functions and challenges in effectively managing and updating its product offerings.

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The rise of Insurtech companies poses a clear emerging threat to Brighthouse Financial, particularly within its Life segment. These technology-driven startups are disrupting traditional life insurance models by offering simplified, digital-first products, often with faster underwriting, lower fees, and enhanced customer experiences through online platforms and mobile applications. This challenges established insurers like Brighthouse by providing direct-to-consumer alternatives that bypass traditional agent networks and cater to digitally-native customer expectations, potentially eroding market share and profitability.

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The addressable markets for Brighthouse Financial's main products in the U.S. are as follows:

Annuities

The total U.S. annuity sales reached $461.3 billion in 2025.

Life Insurance

The U.S. life insurance market was valued at $765.38 billion in 2023 and is projected to reach $1,476.31 billion by 2032, with a compound annual growth rate (CAGR) of 7.1% from 2024 to 2032. Another projection indicates the U.S. life insurance market is expected to reach a revenue of $848.14 billion by 2027.

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Brighthouse Financial (BHF) anticipates several key drivers for future revenue growth over the next two to three years:

Growth in Annuity Sales: The company expects continued strong performance in its annuity segment, particularly driven by its Shield Level Annuity products and the recently launched SecureKey fixed indexed annuity (FIA). Shield annuity sales saw a 20% year-over-year increase in the first quarter of 2024, and total annuity sales for the full year 2023 exceeded targets, reaching $10.6 billion. The introduction of SecureKey in November 2023 is intended to expand Brighthouse Financial's footprint in the fixed indexed annuity market.
Expansion of Life Insurance Sales: Brighthouse Financial is focusing on growing its life insurance business. Life sales increased by 26% year-over-year in the first quarter of 2024, and full-year 2025 saw record life sales of $143 million, significantly driven by products like Brighthouse SmartCare. Management has noted persistent growth in total life insurance sales, reflecting the execution of their life insurance strategy.
Increased Net Investment Income: Higher net investment income is expected to contribute to revenue growth. In the first quarter of 2024, adjusted net investment income rose 15.5% year-over-year, primarily attributed to alternative investment income, asset growth, and higher interest rates. This trend of increased net investment income due to asset growth and interest rates has been observed in recent quarters.
Favorable Market Demand for Retirement Products: The broader market demand for annuities and retirement products is seen as a supportive factor. Analysts project Brighthouse Financial's revenue to grow significantly, with one forecast indicating a 24% annual growth rate over the next three years, compared to a 5.9% growth forecast for the overall U.S. insurance industry. This suggests an optimistic outlook for the company's core offerings within the retirement planning landscape.

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Capital Allocation Decisions for Brighthouse Financial (BHF) (Last 3-5 Years)

Share Repurchases

Brighthouse Financial authorized a $1 billion stock repurchase program in August 2021.
An additional $750 million share buyback program was authorized in November 2023.
The company repurchased $250 million worth of shares in 2023 and $102 million year-to-date as of June 30, 2025.

Share Issuance

The number of outstanding shares decreased from 77.87 million in 2021 to 57.15 million by the end of 2025, primarily due to ongoing share repurchase programs, rather than significant share issuances.

Inbound Investments

In November 2025, an affiliate of Aquarian Capital LLC entered into a definitive merger agreement to acquire Brighthouse Financial for approximately $4.1 billion, with shareholders receiving $70.00 per share in cash.
Brighthouse Financial stockholders approved the merger agreement in February 2026, and the transaction is expected to close in 2026.

Outbound Investments

No significant outbound investments or acquisitions by Brighthouse Financial in other companies were identified within the last 3-5 years.

Capital Expenditures

Specific dollar values for traditional capital expenditures are not readily available in the provided information.
The company's focus on "capital efficiency and technology" suggests investment in these areas, but without explicit figures.

Interactive Breakdown

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Better Bets vs. Brighthouse Financial (BHF)

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Latest Trefis Analyses

	Title	Date
0	DASHBOARDS
1	Why Brighthouse Financial Stock Moved: BHF Stock Has Gained 35% Since 2024 Fiscal End, Primarily Due To Favorable Change In Revenues	08/08/2025
2	Brighthouse Financial (BHF) Valuation Ratios Comparison	08/08/2025
3	BHF Dip Buy Analysis	07/10/2025
4	Brighthouse Financial Total Shareholder Return (TSR): -9.2% in 2024 and -2.5% 3-yr compounded annual returns (below peer average)	03/07/2025
5	null	02/28/2025
6	Brighthouse Financial (BHF) Operating Cash Flow Comparison	02/17/2025
7	Brighthouse Financial (BHF) Net Income Comparison	02/15/2025
8	Brighthouse Financial Market Price	01/29/2025
9	Brighthouse Financial vs. S&P500 Correlation	10/03/2024
10	Brighthouse Financial Price Volatility	09/24/2024

	Title
0	ARTICLES

Trade Ideas

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MKTX_3202026_Dip_Buyer_FCFYield	03202026	MKTX	MarketAxess	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	-5.2%	-5.2%	-5.7%
RYAN_3202026_Insider_Buying_GTE_1Mil_EBITp+DE_V2	03202026	RYAN	Ryan Specialty	Insider	Insider Buys \| Low D/EStrong Insider Buying Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap	-2.7%	-2.7%	-8.5%

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BMI	Badger Meter	3.6	-21.3%	-29.0%
ANAB	AnaptysBio	1.5	-21.1%	10.5%
VSEC	VSE	4.1	-18.6%	5.9%
TNL	Travel+Leisure	4.2	-16.2%	-5.9%
LCID	Lucid	2.2	-15.8%	-34.6%
FMC	FMC	1.8	-15.7%	6.4%
FTAI	FTAI Aviation	23.4	-15.4%	16.1%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
CAR	Avis Budget	15.6	313.8%	246.0%
AEHR	Aehr Test Systems	2.9	162.1%	382.2%
CBIO	Crescent Biopharma	0.8	144.4%	127.5%
APLS	Apellis Pharmaceuticals	5.2	132.7%	62.8%
FBYD	Falcons Beyond Global	0.6	130.0%	3.3%
POET	POET Technologies	1.1	110.7%	101.7%
SGML	Sigma Lithium	2.4	107.9%	63.2%
LWLG	Lightwave Logic	2.1	104.9%	367.9%
KOD	Kodiak Sciences	2.4	103.2%	61.6%
NVTS	Navitas Semiconductor	4.1	101.2%	158.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
PIPR	Piper Sandler Cos	6.0	-70.2%	6.8%
REPL	Replimune	0.2	-67.5%	-76.6%
VRDN	Viridian Therapeutics	1.4	-48.1%	-54.0%
MAZE	Maze Therapeutics	1.2	-45.9%	-36.0%
BUR	Burford Capital	1.0	-39.7%	-47.2%
TASK	TaskUs	0.6	-36.7%	-9.4%
WVE	WAVE Life Sciences	1.3	-36.5%	-56.6%
LCID	Lucid	2.2	-33.0%	-34.6%
QDEL	QuidelOrtho	0.8	-28.1%	-58.3%
ESPR	Esperion Therapeutics	0.5	-24.8%	-46.8%

Peer Comparisons

Peers to compare with:

Financials

	BHF	MET	PRU	CRBG	LNC	EQH	Median
Name	Brightho.	MetLife	Prudenti.	Corebrid.	Lincoln .	Equitable
Mkt Price	62.08	76.97	94.85	26.62	36.83	41.57	51.83
Mkt Cap	3.6	50.7	33.1	13.6	5.8	11.9	12.7
Rev LTM	6,391	75,611	60,967	18,055	18,342	11,665	18,198
Op Inc LTM	-	-	-	-	-	-	-
FCF LTM	259	17,092	6,271	2,021	-167	664	1,342
FCF 3Y Avg	-56	15,137	7,094	2,510	-1,416	731	1,620
CFO LTM	259	17,092	6,271	2,021	-167	714	1,368
CFO 3Y Avg	-56	15,137	7,094	2,510	-1,416	837	1,674

Growth & Margins

	BHF	MET	PRU	CRBG	LNC	EQH	Median
Name	Brightho.	MetLife	Prudenti.	Corebrid.	Lincoln .	Equitable
Rev Chg LTM	46.3%	7.6%	-13.7%	-5.1%	2.0%	-6.1%	-1.6%
Rev Chg 3Y Avg	5.5%	3.9%	3.9%	-10.4%	5.8%	-1.5%	3.9%
Rev Chg Q	46.1%	25.0%	24.1%	-5.4%	-2.2%	-9.3%	10.9%
QoQ Delta Rev Chg LTM	8.4%	6.6%	5.2%	-2.1%	-0.6%	-2.8%	2.3%
Op Inc Chg LTM	-	-	-	-	-	-	-
Op Inc Chg 3Y Avg	-	-	-	-	-	-	-
Op Mgn LTM	-	-	-	-	-	-	-
Op Mgn 3Y Avg	-	-	-	-	-	-	-
QoQ Delta Op Mgn LTM	-	-	-	-	-	-	-
CFO/Rev LTM	4.1%	22.6%	10.3%	11.2%	-0.9%	6.1%	8.2%
CFO/Rev 3Y Avg	-2.0%	21.2%	11.4%	13.4%	-9.9%	6.8%	9.1%
FCF/Rev LTM	4.1%	22.6%	10.3%	11.2%	-0.9%	5.7%	8.0%
FCF/Rev 3Y Avg	-2.0%	21.2%	11.4%	13.4%	-9.9%	5.8%	8.6%

Valuation

	BHF	MET	PRU	CRBG	LNC	EQH	Median
Name	Brightho.	MetLife	Prudenti.	Corebrid.	Lincoln .	Equitable
Mkt Cap	3.6	50.7	33.1	13.6	5.8	11.9	12.7
P/S	0.6	0.7	0.5	0.8	0.3	1.0	0.6
P/Op Inc	-	-	-	-	-	-	-
P/EBIT	5.7	8.9	-	1,234.0	-	-12.2	7.3
P/E	8.2	15.0	9.3	-37.1	5.0	-8.6	6.6
P/CFO	13.7	3.0	5.3	6.7	-34.9	16.6	6.0
Total Yield	12.2%	9.6%	16.6%	1.1%	25.8%	-9.0%	10.9%
Dividend Yield	0.0%	3.0%	5.8%	3.8%	5.6%	2.6%	3.4%
FCF Yield 3Y Avg	-2.4%	28.9%	17.9%	16.7%	-28.2%	4.9%	10.8%
D/E	0.9	0.4	0.7	0.8	1.1	0.6	0.7
Net D/E	-24.0	-1.9	-1.5	-4.1	-4.9	-3.0	-3.6

Returns

	BHF	MET	PRU	CRBG	LNC	EQH	Median
Name	Brightho.	MetLife	Prudenti.	Corebrid.	Lincoln .	Equitable
1M Rtn	3.2%	11.3%	0.6%	12.3%	7.5%	9.2%	8.3%
3M Rtn	-3.2%	1.2%	-12.2%	-10.5%	-9.1%	-8.5%	-8.8%
6M Rtn	33.3%	-0.6%	-4.6%	-15.3%	-4.4%	-12.1%	-4.5%
12M Rtn	19.8%	8.4%	-0.3%	-2.6%	27.4%	-10.6%	4.1%
3Y Rtn	42.8%	40.4%	28.6%	96.9%	108.8%	73.7%	58.3%
1M Excs Rtn	-5.3%	2.8%	-7.9%	3.8%	-0.9%	0.7%	-0.1%
3M Excs Rtn	-7.0%	-2.6%	-16.0%	-14.3%	-12.9%	-12.3%	-12.6%
6M Excs Rtn	27.2%	-6.8%	-10.0%	-20.6%	-9.3%	-18.3%	-9.7%
12M Excs Rtn	-11.1%	-25.8%	-35.2%	-36.4%	-6.6%	-45.1%	-30.5%
3Y Excs Rtn	-29.6%	-34.7%	-45.3%	24.6%	27.7%	2.1%	-13.8%

FDIC Bank Data

Bank Capital

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Bank Deposits

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Bank Assets

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Bank Loans

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FDA Approved Drugs Data

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Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2025	2024	2023	2022	2021	2020
Period End	12/31/2025	12/31/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020
Filing Date	2/24/2026	2/24/2026	2/28/2025	2/22/2024	2/23/2023	2/24/2022	2/24/2021
Key Financials
Total Revenue	6,391	6,391	4,369	3,950	6,630	3,585	8,266
Net Income	433	433	388	-1,112	3,879	1,643	-1,061
EPS	5.88	5.75	4.67	-18.39	51.73	18.54	-11.58
Growth Rates
Total Revenue Growth	46.3%	46.3%	10.6%	-40.4%	84.9%	-56.6%	30.6%
Net Income Growth	11.6%	11.6%	134.9%	-128.7%	136.1%	254.9%	-43.4%
Margins
Net Income Margin	6.8%	6.8%	8.9%	-28.2%	58.5%	45.8%	-12.8%
Cash & Debt
Total Cash	88,598	88,598	86,968	86,011	80,773	93,897	89,845
Total Debt	3,155	3,155	3,155	3,156	3,156	3,157	3,436
Net Debt / (Cash)	-85,443	-85,443	-83,813	-82,855	-77,617	-90,740	-86,409
Cash Flows
Net Cash from Operations	259	259	-290	-137	-1,228	641	888
Free Cash from Operations	259	259	-290	-137	-1,228	641	888
Returns to Shareholders
Dividends	0	102	102	102	104	89	44
Share Repurchases	102	102	250	250	488	499	473

$ Mil \| FY: 12/31	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1
Period End	12/31/2025	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023
Filing Date	2/24/2026	11/7/2025	8/8/2025	5/9/2025	2/28/2025	11/8/2024	8/8/2024	5/8/2024	2/22/2024	11/8/2023	8/9/2023	5/9/2023
Key Financials Quarterly
Total Revenue	1,573	1,708	790	2,320	1,077	1,963	1,329	0	1,362	1,117	174	1,297
Net Income	137	479	85	-268	671	176	34	-493	-917	479	-175	-499
EPS	1.96	7.93	1.03	-5.04	11.02	2.49	0.12	-8.22	-14.83	6.92	-3.01	-7.72
Key Financials TTM
Total Revenue TTM	6,391	5,895	6,150	6,689	4,369	4,654	3,808	2,653	3,950	2,454	2,568	6,139
Net Income TTM	433	967	664	613	388	-1,200	-897	-1,106	-1,112	-59	-125	1,795
Growth Rates Quarterly
Total Revenue Growth	46.1%	-13.0%	-40.6%	-	-20.9%	75.7%	663.8%	-100.0%	1116.4%	-9.3%	-95.4%	-27.5%
Net Income Growth	-79.6%	172.2%	150.0%	45.6%	173.2%	-63.3%	119.4%	1.2%	-774.3%	16.0%	-110.0%	-131.5%
Margins Quarterly
Net Income Margin	8.7%	28.0%	10.8%	-11.6%	62.3%	9.0%	2.6%	-	-67.3%	42.9%	-100.6%	-38.5%
Cash & Debt
Total Cash	88,598	88,921	87,545	86,876	86,968	90,740	86,412	85,644	86,011	80,275	82,439	82,756
Total Debt	3,155	3,155	3,155	3,155	3,155	3,155	3,155	3,155	3,156	3,157	3,156	3,157
Net Debt / (Cash)	-85,443	-85,766	-84,390	-83,721	-83,813	-87,585	-83,257	-82,489	-82,855	-77,118	-79,283	-79,599
Cash Flows Quarterly
FCF from Operations	-3	117	-1	146	-118	24	334	-530	152	339	-128	-500
Cash Flows TTM
FCF from Operations TTM	259	144	51	386	-290	-20	295	-167	-137	-515	-1,816	-1,529
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0	0	0
Share Repurchases	-0	-0	43	59	60	64	64	62	60	64	64	62
Return on Invested Capital (ROIC) Quarterly
ROIC	-	-	-	-	-	-	-	-	-	-	-	-
Return on Invested Capital (ROIC) TTM
ROIC TTM	-	-	-	-	-	-	-	-	-	-	-	-

Segment Financials

Assets by Segment

$ Mil	2025	2024	2023	2022	2021
Annuities	163,830	160,775	151,192	178,700	172,233
Life	26,261	25,504	22,057	24,514	23,809
Run-off	24,873	26,828	28,436	37,055	38,366
Corporate & Other	23,573	23,233	23,162	19,571	13,461
Total	238,537	236,340	224,847	259,840	247,869

Price Behavior

Price Behavior

Market Price	$62.08
Market Cap ($ Bil)	3.6
First Trading Date	07/17/2017
Distance from 52W High	-6.0%
	50 Days	200 Days
DMA Price	$61.10	$56.99
DMA Trend	indeterminate	down
Distance from DMA	1.6%	8.9%
	3M	1YR
Volatility	12.3%	55.3%
Downside Capture	0.11	0.25
Upside Capture	13.00	61.84
Correlation (SPY)	24.5%	13.0%

BHF Betas & Captures as of 3/31/2026

	1M	2M	3M	6M	1Y	3Y
Beta	0.56	0.27	0.19	-0.03	1.18	1.26
Up Beta	1.37	0.12	0.16	0.25	1.16	1.28
Down Beta	0.36	0.26	0.10	-0.12	1.47	1.56
Up Capture	100%	14%	8%	8%	84%	115%
Bmk +ve Days	7	16	27	65	139	424
Stock +ve Days	7	16	23	49	112	376
Down Capture	36%	44%	41%	-22%	101%	103%
Bmk -ve Days	12	23	33	58	110	323
Stock -ve Days	15	26	40	76	135	366

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with BHF
BHF	35.1%	55.3%	0.72	-
Sector ETF (XLF)	15.6%	15.1%	0.76	19.6%
Equity (SPY)	26.7%	12.5%	1.77	12.2%
Gold (GLD)	38.9%	27.4%	1.19	-9.2%
Commodities (DBC)	23.5%	16.2%	1.32	-2.3%
Real Estate (VNQ)	15.6%	13.6%	0.82	9.3%
Bitcoin (BTCUSD)	-12.8%	42.6%	-0.21	2.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with BHF
BHF	7.2%	43.5%	0.29	-
Sector ETF (XLF)	10.0%	18.7%	0.42	63.8%
Equity (SPY)	10.5%	17.1%	0.48	52.1%
Gold (GLD)	21.5%	17.8%	0.99	-3.2%
Commodities (DBC)	10.7%	18.8%	0.47	14.9%
Real Estate (VNQ)	3.6%	18.8%	0.09	42.2%
Bitcoin (BTCUSD)	3.8%	56.4%	0.29	18.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 10-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with BHF
BHF	-0.6%	49.1%	0.17	-
Sector ETF (XLF)	12.9%	22.2%	0.53	75.2%
Equity (SPY)	13.8%	17.9%	0.66	62.6%
Gold (GLD)	13.9%	15.9%	0.73	-3.5%
Commodities (DBC)	8.1%	17.6%	0.38	26.4%
Real Estate (VNQ)	5.4%	20.7%	0.23	53.7%
Bitcoin (BTCUSD)	68.1%	66.9%	1.07	16.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date	3312026
Short Interest: Shares Quantity	6.5 Mil
Short Interest: % Change Since 3152026	0.1%
Average Daily Volume	0.6 Mil
Days-to-Cover Short Interest	11.0 days
Basic Shares Quantity	57.2 Mil
Short % of Basic Shares	11.4%

Returns Analyses

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Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
2/23/2026	-1.1%	-4.2%	-3.6%
11/6/2025	26.8%	27.1%	26.1%
8/7/2025	-3.4%	1.3%	-5.8%
5/8/2025	1.5%	3.1%	1.7%
2/11/2025	0.0%	7.7%	-8.9%
11/7/2024	-1.1%	0.0%	-1.9%
8/7/2024	-5.0%	-6.8%	-4.8%
5/7/2024	-10.4%	-9.9%	-16.1%
...
SUMMARY STATS
# Positive	8	14	10
# Negative	16	10	14
Median Positive	4.4%	2.9%	9.8%
Median Negative	-4.4%	-7.1%	-6.0%
Max Positive	26.8%	27.1%	26.1%
Max Negative	-12.8%	-12.6%	-22.0%

	Forward Returns
2/23/2026	-1.1%	-4.2%	-3.6%
11/6/2025	26.8%	27.1%	26.1%
8/7/2025	-3.4%	1.3%	-5.8%
5/8/2025	1.5%	3.1%	1.7%
2/11/2025	0.0%	7.7%	-8.9%
11/7/2024	-1.1%	0.0%	-1.9%
8/7/2024	-5.0%	-6.8%	-4.8%
5/7/2024	-10.4%	-9.9%	-16.1%
2/12/2024	-12.8%	-10.9%	-10.9%
11/7/2023	-2.7%	2.4%	9.3%
8/8/2023	-7.1%	-12.6%	-10.5%
5/8/2023	-3.6%	-6.5%	4.8%
2/9/2023	0.0%	2.6%	-22.0%
11/7/2022	-7.4%	-4.3%	-6.1%
8/4/2022	6.2%	16.5%	10.3%
5/9/2022	-7.6%	-9.3%	-4.0%
2/10/2022	-4.7%	-7.4%	-21.7%
11/4/2021	2.5%	2.6%	-3.4%
8/5/2021	7.0%	9.2%	10.5%
5/10/2021	-0.9%	0.8%	-5.4%
2/10/2021	-3.3%	-5.2%	6.5%
11/5/2020	-5.1%	1.4%	7.7%
8/6/2020	7.1%	10.3%	13.1%
5/11/2020	-4.0%	5.6%	23.7%
SUMMARY STATS
# Positive	8	14	10
# Negative	16	10	14
Median Positive	4.4%	2.9%	9.8%
Median Negative	-4.4%	-7.1%	-6.0%
Max Positive	26.8%	27.1%	26.1%
Max Negative	-12.8%	-12.6%	-22.0%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
12/31/2025	02/24/2026	10-K
09/30/2025	11/07/2025	10-Q
06/30/2025	08/08/2025	10-Q
03/31/2025	05/09/2025	10-Q
12/31/2024	02/28/2025	10-K
09/30/2024	11/08/2024	10-Q
06/30/2024	08/08/2024	10-Q
03/31/2024	05/08/2024	10-Q
12/31/2023	02/22/2024	10-K
09/30/2023	11/08/2023	10-Q
06/30/2023	08/09/2023	10-Q
03/31/2023	05/09/2023	10-Q
12/31/2022	02/23/2023	10-K
09/30/2022	11/08/2022	10-Q
06/30/2022	08/05/2022	10-Q
03/31/2022	05/10/2022	10-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 2/23/2026

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Merger Transaction Value		4.10 Bil

Prior: Q3 2025 Earnings Reported 11/7/2025

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
2025 Combined RBC Ratio	4	4.25	4.5	0	0	Affirmed	Actual: 4.25 for 2025

Insider Activity

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BHF Trade Sentinel

Stock Conviction

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CONVICTION RATIONALE

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STOCK ARCHETYPE

null

Looking for high-conviction positions with a better risk/reward profile? See what's currently in the Trefis High Quality Portfolio.

INVESTMENT THESIS

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Mechanism: null

Supporting Evidence:

PRIMARY RISK

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Mechanism: null

Supporting Evidence:

Key KPI Watchlist

KPI	Threshold	Rationale

Core Investment Debate

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Next 6 months: Risks and Catalysts

Timeline	Event & Metric To Watch

Key Events in Last 6 Months

Date	Event	Stock Impact

Risk Management

Position Sizing

null

Diversification Alternatives

How Is The Market Pricing BHF?

What will confirm the thesis

What will damage the thesis

Noise: Real but irrelevant to thesis

Repricing Catalyst

What BHF Makes & Who Pays

TTM figures based on

BHF Evolution: Price Return by Era

① Structure

② Volume / Momentum

③ Catalyst

Combined Score

0 / 12

1 Price Structure & Trend · ▾

2 Momentum ▾

3 Relative Strength vs. SPY ▾

4 Institutional Footprint & Volume ▾

5 Volatility ▾

6 Key Price Levels Range · Vol ▾

7 Earnings Reaction History ▾

8 How the Verdict Is Derived Three Pillars ▾

Pillar	Score
① Structure	0
② Vol / Mom	0
③ Catalyst	0

ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

Industry Resources

Financials Resources

Federal Reserve Economic Data

Life & Health Insurance Resources

Insurance Business America

A.M. Best

National Underwriter

Insurance News

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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Brighthouse Financial (BHF)

Market Price (4/23/2026): $62.055 | Market Cap: $3.6 BilSector: Financials | Industry: Life & Health Insurance

Brighthouse Financial (BHF)

Market Price (4/23/2026): $62.055Market Cap: $3.6 BilSector: FinancialsIndustry: Life & Health Insurance

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

Stock Movement Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

About Brighthouse Financial (BHF)

Key Risks to Brighthouse Financial (BHF)

Annuities

Life Insurance

Capital Allocation Decisions for Brighthouse Financial (BHF) (Last 3-5 Years)

Share Repurchases

Share Issuance

Inbound Investments

Outbound Investments

Capital Expenditures

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BULL VIEW

Market Price (4/23/2026): $62.055 | Market Cap: $3.6 Bil
Sector: Financials | Industry: Life & Health Insurance

Market Price (4/23/2026): $62.055
Market Cap: $3.6 Bil
Sector: Financials
Industry: Life & Health Insurance