Brighthouse Financial, Inc.

Report azionario NasdaqGS:BHF

Capitalizzazione di mercato: US$3.6b

Brighthouse Financial Performance degli utili passati

Criteri Il passato verificati 0/6

Brighthouse Financial ha registrato una crescita degli utili a un tasso medio annuo di 15.8%, mentre il settore Insurance ha registrato utili in crescita a un tasso medio annuo di 14.6%. I ricavi sono stati in crescita a un tasso medio annuo di 6.8%.

Informazioni chiave

15.78%

Tasso di crescita degli utili

11.66%

Tasso di crescita dell'EPS

Insurance Crescita del settore8.02%
Tasso di crescita dei ricavi6.85%
Rendimento del capitale proprio-1.07%
Margine netto-2.74%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione May 07

BHF: Aquarian Go Private Deal Outcome Will Drive Next Upside Step

Analysts kept their $70.00 price target on Brighthouse Financial steady, making only modest adjustments to assumptions around the discount rate, revenue growth, profit margins and future P/E, following recent Street research that re-initiated coverage at a neutral stance. Analyst Commentary Bullish analysts see the reaffirmed US$70 price target as a signal that recent research supports the current valuation framework, even after fine tuning inputs such as discount rate, revenue growth, profit margins and assumed future P/E.
Aggiornamento della narrazione Apr 20

BHF: Market Perform Stance Will Likely Cap Upside Before Take Private

Analysts keep their fair value estimate for Brighthouse Financial steady at $55.00. They cite recent Market Perform research that points to only modest tweaks in discount rate, revenue growth, profit margin, and forward P/E assumptions rather than a material shift in the investment case.
Aggiornamento della narrazione Apr 06

BHF: Aquarian Go Private Outcome Will Drive Next Leg Of Upside

Narrative Update: Brighthouse Financial Analysts have adjusted their outlook on Brighthouse Financial, trimming the implied forward P/E in their models and revisiting assumptions on discount rate, revenue growth, and profit margin. Street research, including a downgrade to Equal Weight with an unchanged $65 price target and a Market Perform re-initiation, reflects a view that the Aquarian transaction and the possibility of the company going private are already well reflected in the current valuation and price targets.
Seeking Alpha Apr 05

Brighthouse Financial: A Deal-Driven Opportunity, Not A Long-Term Compounder

Summary Brighthouse Financial is now an event-driven arbitrage play, anchored by Aquarian Capital's $70/share acquisition offer. BHF trades at a deep 0.5x P/B discount, reflecting structural risks, regulatory uncertainty, and skepticism about long-term value outside the pending deal. Record 2025 annuity sales and a 456% RBC ratio highlight operational strength, but high leverage and volatile earnings underscore balance sheet sensitivity. The arbitrage opportunity offers a potential 14% upside but is constrained by regulatory approval risks and weak organic growth prospects. Read the full article on Seeking Alpha
Aggiornamento della narrazione Mar 23

BHF: Aquarian Take Private Path Will Likely Keep Risk Return Balanced

Analysts have trimmed their outlook for Brighthouse Financial, with the consensus price target moving from $65 to $55. They see the Aquarian deal as already reflected in the valuation and now expect a more measured risk and return profile following the downgrade to Equal Weight.
Aggiornamento della narrazione Mar 09

BHF: Aquarian Take-Private And Sector Headwinds Will Shape 2026 Outlook

Narrative Update on Brighthouse Financial The analyst price target for Brighthouse Financial has been reaffirmed at $65, as analysts view the Aquarian deal as already reflected in the valuation and expect the transaction to proceed with Brighthouse ultimately being taken private. Analyst Commentary Recent commentary on Brighthouse Financial centers on how fully the Aquarian transaction is reflected in the current share price, as well as broader themes like capital strength, cash generation, and sector consolidation.
Aggiornamento della narrazione Mar 09

BHF: Aquarian Take Private Scenario Will Anchor Upside Case

Analysts have trimmed their fair value estimate for Brighthouse Financial from $72.00 to $70.00, citing updated assumptions on growth, margins, and discount rates, as well as a more neutral stance following recent views that the pending Aquarian transaction and a potential take private outcome are already reflected in the stock. Analyst Commentary Recent commentary has shifted to a more balanced stance on Brighthouse Financial, with some prior optimism now tempered by the view that key corporate events are already captured in the current share price.
Aggiornamento della narrazione Feb 22

BHF: Aquarian Take-Private Scenario Will Likely Cap Future Upside Potential

Narrative Update Analysts have kept their $65 price target for Brighthouse Financial unchanged, citing that the expected Aquarian transaction and updated assumptions around higher projected revenue growth, improved profit margins, and a lower future P/E are already reflected in the valuation. Analyst Commentary Bearish analysts are taking a more cautious stance on Brighthouse Financial, even with the Aquarian transaction and a US$65 price target already on the table.
Aggiornamento della narrazione Feb 08

BHF: Aquarian Takeout And Sector Headwinds Will Shape 2026 Risk Reward

Analysts held their fair value estimate for Brighthouse Financial steady at $65.50, noting that recent price target actions and downgrades reflect a view that the announced Aquarian takeout at $70 per share and the expected completion of that transaction are already well reflected in the stock. Analyst Commentary Recent research suggests that most of the value from the proposed Aquarian acquisition is already reflected in Brighthouse Financial's share price, with analysts focusing less on near term upside and more on deal completion and relative opportunity versus other names.
Aggiornamento della narrazione Jan 25

BHF: Take Private Spread And Sector Headwinds Will Shape 2026 Returns

Analysts have nudged their 12 month price target for Brighthouse Financial slightly higher to about US$65.50. This reflects a balanced view that incorporates the Aquarian take private deal, more neutral ratings, and only modest tweaks to long term growth, margin, and P/E assumptions.
Aggiornamento della narrazione Jan 11

BHF: Aquarian Take Private Terms And Sector Headwinds Will Shape Returns

Narrative Update Opening Analysts have kept their price target for Brighthouse Financial steady at $65.50, with the unchanged valuation reflecting expectations that the Aquarian take private deal and recent rating shifts to more neutral stances already capture the key risks and potential rewards in the shares. Analyst Commentary Recent research updates around Brighthouse Financial cluster around the Aquarian acquisition at $70 per share, with several firms resetting ratings closer to neutral as they see the deal terms and current trading levels already reflecting much of the expected outcome.
Aggiornamento della narrazione Dec 24

BHF: Deal-Dependent Upside Will Likely Offer Limited Future Return Potential

Analysts have raised their fair value estimate for Brighthouse Financial to $55 from $42 as they factor in the proposed $70 per share takeout, a lower perceived risk profile reflected in a reduced discount rate, and somewhat more modest long term growth and profitability assumptions alongside higher expected exit multiples. Analyst Commentary Recent Street research reflects a more balanced, and in some cases cautious, stance on Brighthouse Financial following the announced acquisition, with several bearish analysts highlighting limited upside to the agreed takeout valuation and execution risk around the closing of the deal.
Aggiornamento della narrazione Dec 10

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.
Aggiornamento della narrazione Nov 26

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.
Aggiornamento della narrazione Nov 07

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.
Aggiornamento della narrazione Aug 15

Aging Population And Digital Transformation Will Expand Market Opportunities

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.
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Nuova narrazione May 26

US Aging Demographics Will Boost Annuity Demand

Strong demand for retirement solutions and product innovation are driving revenue growth, sales volume, and market competitiveness for Brighthouse.
Seeking Alpha Mar 01

Brighthouse Financial: Capital Challenges Limit Upside (Rating Downgrade)

Summary Shares of Brighthouse Financial surged on M&A rumors but pulled back due to mixed results and unclear strategic direction; I recommend selling shares. Private equity interest in BHF is uncertain due to its complex annuity portfolio and capital constraints, and the best case is likely a minority stake sale. BHF's capital generation issues and statutory earnings power are concerning, with limited prospects for meaningful dividends to the holding company until 2027. Despite solid non-GAAP earnings, the company's underwhelming capital generation and complex financial maneuvers make shares unattractive; I prefer stocks with higher capital return yields like Jackson. Read the full article on Seeking Alpha
Seeking Alpha Nov 14

Brighthouse Financial: Capital Generation Remains Concerning

Summary Brighthouse Financial has had a disappointing performance, gaining 12% but underperforming the market, with volatile shares due to mixed quarterly results. BHF's capital generation remains problematic, constraining potential returns. Management is addressing issues, but uncertainty persists, impacting profitability and growth. The company is considering reinsurance to improve its capital ratio, trading off short-term profitability for capital strength. Despite buybacks reducing share count by 7.6%, BHF's capital return capacity is less attractive compared to peers like Jackson and Equitable. I maintain a "hold" rating. Read the full article on Seeking Alpha
Seeking Alpha Aug 08

Brighthouse: Weak Capital Limits Upside (Rating Downgrade)

Summary Brighthouse Financial stock has underperformed compared to competitors like Jackson Financial and Equitable, losing 19% in the past year after a series of weak results. Brighthouse reported disappointing Q2 results, with a significant loss on a statutory basis, leaving it with too little capital. The company's cash flow will be constrained due to lower capital, impacting its ability to sell new products and return capital to shareholders. With better alternatives elsewhere, investors should avoid BHF, even as strong holdco liquidity may limit downside. Read the full article on Seeking Alpha
Seeking Alpha May 10

Brighthouse: A Weak Q1, But Headwinds Are Reflected In Valuation

Summary Brighthouse Financial shares plunged 10% after disappointing quarterly results, leaving them only marginally up from a year ago. The company reported a profit from an adjusted loss by excluding actuarial adjustments, but investors are concerned about the reinsurance rate increase. Despite strong sales momentum, capital consumption from SHIELD growth is a challenge for the company. Even with lessened free cash flow, shares are relatively cheap and buybacks will continue to be meaningful. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

Brighthouse: Positioned For 2024 Capital Improvement

Summary Brighthouse Financial shares have underperformed this past year due to capital performance and business complexity. The company reported adjusted earnings of $4.18 per share in Q3, up 3% from last year. Concerns about capital performance have weighed on the share price, but improvements are expected in 2024 given a reinsurance transaction and market movements. Read the full article on Seeking Alpha
Articolo di analisi May 10

Earnings Miss: Brighthouse Financial, Inc. Missed EPS And Analysts Are Revising Their Forecasts

As you might know, Brighthouse Financial, Inc. ( NASDAQ:BHF ) recently reported its first-quarter numbers. Things were...

Ripartizione dei ricavi e delle spese

Come Brighthouse Financial guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:BHF Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 266,090-167420
31 Dec 256,948331420
30 Sep 257,830865230
30 Jun 258,032562230
31 Mar 258,612511230
31 Dec 246,295286230
30 Sep 245,264-1,302290
30 Jun 244,422-999290
31 Mar 243,246-1,208290
31 Dec 234,474-1,214290
30 Sep 232,534-162220
30 Jun 232,485-227220
31 Mar 236,0841,692220
31 Dec 2210,7393,775220
30 Sep 229,0083,707230
30 Jun 2210,3993,680230
31 Mar 228,2121,971230
31 Dec 214,9351,554230
30 Sep 215,251-1,284210
30 Jun 213,049-4,657210
31 Mar 21451-6,665210
31 Dec 208,498-1,105210
30 Sep 208,671-1,137210
30 Jun 2011,5492,551210
31 Mar 2014,8344,926210
31 Dec 196,520-761210
30 Sep 1910,1761,758400
30 Jun 198,397811400
31 Mar 197,724195400
31 Dec 188,864865400
30 Sep 186,78591-100
30 Jun 187,350-58100
31 Mar 187,684-9600
31 Dec 176,839-37800
30 Sep 174,385-2,811180
30 Jun 174,178-2,026470
31 Mar 171,557-3,695470
31 Dec 162,982-2,93900
30 Sep 165,672-1,083470
30 Jun 166,203-60280
31 Mar 169,0391,17480
31 Dec 158,8891,119560

Guadagni di qualità: BHF al momento non è redditizia.

Margine di profitto in crescita: BHF al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: BHF non è redditizia, ma ha ridotto le perdite negli ultimi 5 anni a un tasso pari a 15.8% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di BHF nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: BHF non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Insurance ( 36.5% ).


Rendimento del capitale proprio

ROE elevato: BHF ha un Return on Equity negativo ( -1.07% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 06:49
Prezzo dell'azione a fine giornata2026/05/26 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Brighthouse Financial, Inc. è coperta da 19 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jacob KilsteinArgus Research Company
Tracy Dolin-BenguiguiBarclays
Tracy Dolin-BenguiguiBarclays