Brighthouse Financial
About: Brighthouse Financial Inc is a United States-based provider of annuity products and life insurance through independent distribution channels and marketing arrangements with distribution partners. Its segments are Annuities, Life, Run-off and Corporate and Other. It derives a majority of the revenue from the Annuities segment which includes variable, fixed, index-linked, and income annuities. The life segment includes variable, term, universal, and whole life policies.
Employees: 1,400
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
81% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 43
15% more capital invested
Capital invested by funds: $2.33B [Q4 2024] → $2.68B (+$355M) [Q1 2025]
7% more funds holding
Funds holding: 403 [Q4 2024] → 432 (+29) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
1.88% less ownership
Funds ownership: 81.92% [Q4 2024] → 80.04% (-1.88%) [Q1 2025]
12% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 119
17% less call options, than puts
Call options by funds: $38M | Put options by funds: $45.8M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$45
21%
downside
Avg. target
$61
7%
upside
High target
$76
33%
upside
5 analyst ratings
2 positive
40%
2 neutral
40%
1 negative
20%
Morgan Stanley Nigel Dally | 21%downside $45 | Underweight Maintained | 19 May 2025 |
Keefe, Bruyette & Woods Ryan Krueger | 3%upside $59 | Market Perform Maintained | 13 May 2025 |
Barclays Alex Scott | 33%upside $76 | Overweight Maintained | 9 May 2025 |
Wells Fargo Elyse Greenspan | 9%downside $52 | Equal-Weight Maintained | 10 Apr 2025 |
Raymond James Wilma Burdis | 26%upside $72 | Strong Buy Upgraded | 18 Mar 2025 |
Financial journalist opinion
Positive
Zacks Investment Research
4 days ago
BHF Outperforms Industry, Trades at a Discount: How to Play the Stock
Brighthouse Financial stock gains on the back of higher annuity and life insurance sales, a high-quality portfolio, financial flexibility and prudent capital deployment.
Neutral
Business Wire
3 weeks ago
Brighthouse Financial Recommends Shareholders Reject “Mini-Tender” Offer by Potemkin Limited
CHARLOTTE, N.C.--(BUSINESS WIRE)--Brighthouse Financial, Inc. (“Brighthouse Financial” or the “company”) (Nasdaq: BHF) announced today that it has received notice of an unsolicited “mini-tender” offer made by Potemkin Limited (“Potemkin”) to Brighthouse Financial shareholders to purchase up to 100,000 shares of Brighthouse Financial's common stock at a price of $36.00 per share. This means that Brighthouse Financial shareholders who tender their shares in the offer will receive a price signific.
Neutral
Business Wire
1 month ago
Brighthouse Financial Announces Preferred Stock Dividends and Related Depositary Share Distributions
CHARLOTTE, N.C.--(BUSINESS WIRE)--Brighthouse Financial, Inc. (“Brighthouse Financial” or the “company”) (Nasdaq: BHF) announced today that on June 25, 2025, holders of record as of June 10, 2025 (the “Record Date”) of (i) its depositary shares (the “Series A Depositary Shares” (Nasdaq: BHFAP)), each representing a 1/1,000th interest in a share of its 6.600% Non-Cumulative Preferred Stock, Series A (the “Series A Preferred Stock”), (ii) its depositary shares (the “Series B Depositary Shares” (N.
Positive
Zacks Investment Research
1 month ago
Brighthouse Financial (BHF) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Brighthouse Financial (BHF) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Neutral
Seeking Alpha
1 month ago
Brighthouse Financial, Inc. (BHF) Q1 2025 Earnings Call Transcript
Brighthouse Financial, Inc. (NASDAQ:BHF ) Q1 2025 Earnings Conference Call May 9, 2025 8:00 AM ET Company Participants Dana Amante - Head of Investor Relations Eric Steigerwalt - President & Chief Executive Officer Ed Spehar - Chief Financial Officer David Rosenbaum - Head of Products & Underwriting John Rosenthal - Chief Investment Conference Call Participants Wes Carmichael - Autonomous Research John Barnidge - Piper Sandler Elyse Greenspan - Wells Fargo Suneet Kamath - Jefferies Wilma Burdis - Raymond James Ryan Krueger - KBW Thomas Gallagher - Evercore ISI Alex Scott - Barclays Jimmy Bhullar - J.P. Morgan Operator Good morning, ladies and gentlemen, and welcome to Brighthouse Financial's First Quarter 2025 Earnings Conference Call.
Negative
Zacks Investment Research
1 month ago
Brighthouse Financial Q1 Earnings Miss Estimates on Higher Expenses
BHF's first-quarter results reflect lower premiums and escalating expenses, offset by improved adjusted net investment income.
Negative
Zacks Investment Research
1 month ago
Brighthouse Financial (BHF) Q1 Earnings and Revenues Miss Estimates
Brighthouse Financial (BHF) came out with quarterly earnings of $4.17 per share, missing the Zacks Consensus Estimate of $4.72 per share. This compares to earnings of $4.25 per share a year ago.
Neutral
Business Wire
1 month ago
Brighthouse Financial Announces First Quarter 2025 Results
CHARLOTTE, N.C.--(BUSINESS WIRE)--Brighthouse Financial, Inc. ("Brighthouse Financial" or the "company") (Nasdaq: BHF) announced today its financial results for the first quarter ended March 31, 2025. First Quarter 2025 Results The company reported a net loss available to shareholders of $294 million in the first quarter of 2025, or $5.04 per diluted share, compared with a net loss available to shareholders of $519 million in the first quarter of 2024, or $8.22 per diluted share. The company an.
Positive
Zacks Investment Research
1 month ago
Brighthouse Financial (BHF) Reports Next Week: Wall Street Expects Earnings Growth
Brighthouse Financial (BHF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Negative
The Motley Fool
1 month ago
Billionaire David Einhorn's Hedge Fund Crushed the Stock Market in the First Quarter of 2025. Here Are His Top 3 Holdings.
It was a volatile first quarter for the broader benchmark S&P 500 index, which dealt with questions about high valuations and concerns about tariffs, although the first quarter, ending on March 31, came right before the big tariff-induced sell-off in April. In the first quarter, the S&P 500 fell roughly 4.6%.
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