Brighthouse Financial (BHF)

• Market cap: $3.38B
• 1 day: 2.79%
• 5 days: 11.43%
• 1 month: 0.40%
• 3 months: -4.96%
• 6 months: 19.57%
• Year to date: 21.32%
• 1 year: 20.66%
• 5 years: 126.45%
• 10 years: -5.67%
• Sector: Financials
• Industry: Life Insurance

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

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

67% more call options, than puts

Call options by funds: $8.26M | Put options by funds: $4.96M

11% more capital invested

Capital invested by funds: $2.09B [Q3] → $2.32B (+$236M) [Q4]

5.14% more ownership

Funds ownership: 76.72% [Q3] → 81.86% (+5.14%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

2% less funds holding

Funds holding: 409 [Q3] → 402 (-7) [Q4]

12% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 116

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $41 30% downside
• Avg. target: $59 2% upside
• High target: $72 24% upside

6 analyst ratings

• positive: 1 17%
• neutral: 4 67%
• negative: 1 17%

Wells Fargo Elyse Greenspan 54% 1-year accuracy 61 / 113 met price target	11% downside $52	Equal-Weight Maintained	10 Apr 2025
Morgan Stanley Nigel Dally 64% 1-year accuracy 7 / 11 met price target	30% downside $41	Underweight Maintained	10 Apr 2025
Raymond James Wilma Burdis 29% 1-year accuracy 2 / 7 met price target	24% upside $72	Strong Buy Upgraded	18 Mar 2025
Keefe, Bruyette & Woods Ryan Krueger 62% 1-year accuracy 13 / 21 met price target	13% upside $66	Market Perform Maintained	18 Feb 2025
Piper Sandler John Barnidge 47% 1-year accuracy 22 / 47 met price target	3% upside $60	Neutral Maintained	13 Feb 2025