Brighthouse Financial

Aging Population And Digital Transformation Will Expand Market Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 May 25

Updated

10 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

34.1%

7D

0.08%

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1Y

34.1%

7D

0.08%

You can edit this narrative until Dec 11 10:10 PM. Then, changes will post as Updates.

Author's Valuation

US$65.50.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

Fair value Decreased 0.97%

BHF: Aquarian Buyout Price And Deal Execution Will Shape Future Return Profile

Analysts have trimmed their price target on Brighthouse Financial by about $1 to roughly $66 per share, reflecting the stock's limited upside following the agreed $70 per share acquisition by Aquarian and the view that other names now offer more attractive intermediate term return potential, despite supportive earnings and claims trends. Analyst Commentary Street research following the Aquarian buyout announcement reflects a more balanced stance on Brighthouse Financial, with most commentary emphasizing limited upside to the agreed transaction price and the shift in focus toward execution through closing rather than long term standalone growth.

Shared on 26 Nov 25

Fair value Increased 8.63%

BHF: Takeover Agreement And Acquisition Uncertainties Will Define Returns Ahead

Brighthouse Financial’s analyst price target has been raised from approximately $60.89 to $66.14 per share. Analysts cite expectations for stronger revenue growth and lower discount rates, following recent takeover activity and market reassessment.

Shared on 07 Nov 25

Fair value Increased 8.30%

BHF: Acquisition Agreement And Earnings Tailwinds Will Shape Risk And Opportunity

Analysts have raised their fair value estimate for Brighthouse Financial from $56.22 to $60.89 per share. This change reflects improved acquisition prospects and anticipated earnings tailwinds.

Shared on 15 Aug 25

Analysts have reduced EPS estimates for Brighthouse Financial amid sector-wide headwinds and declining variable investment income, but ongoing buyout interest and potential acquisition premiums provide support, resulting in an unchanged consensus price target of $56.22. Analyst Commentary Bearish analysts cite continued fee and spread headwinds and have reduced EPS estimates for Brighthouse Financial and the broader life insurance sector.

AnalystConsensusTarget Fair Value

US$65.5

0.2% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.26%

Insurance revenue growth rate

0.28%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.90%

Calculation

US$1.01b

Earnings '28

x

4.64x

PE Ratio '28

=

US$4.69b

Market Cap '28

US$4.69b

Market Cap '28

/

54.58m

No. shares '28

=

US$85.98

Share Price '28

US$85.98 Share Price '28

Discounted to 2025 @ 9.89% p.a.

=

US$64.80

Fair Value '25