View ValuationBrighthouse Financial 将来の成長Future 基準チェック /46Brighthouse Financial利益と収益がそれぞれ年間44.2%と12.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.9% 43.6%なると予測されています。主要情報44.2%収益成長率43.65%EPS成長率Insurance 収益成長5.9%収益成長率12.1%将来の株主資本利益率10.90%アナリストカバレッジLow最終更新日12 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Apr 15Brighthouse Financial, Inc., Annual General Meeting, Jun 02, 2026Brighthouse Financial, Inc., Annual General Meeting, Jun 02, 2026.お知らせ • Jan 29Brighthouse Reportedly Seeks Buyer for Whole Company or Minority StakeBrighthouse Financial, Inc. (NasdaqGS: BHF) is seeking to sell itself, with some of the most prominent private capital managers expected to make bids for the US provider of life insurance and annuities. US-listed Brighthouse, which was spun out of MetLife in 2017, is working with bankers at Goldman Sachs and Wells Fargo to both consider offers for the whole company or separately to raise minority equity, said two people familiar with the matter. They cautioned that the process was in its early stages with no certainty that a deal materialises. Shares in Brighthouse rose 20% in trading in the US on January 28, 2025 morning after the Financial Times revealed the plan. The company, which has a market value of $3 billion, trades at just 0.8 times book value per share as it has struggled to increase profits needed to reach its targeted capital ratios. Brighthouse’s focus on variable annuities, a complex product that is expensive to hedge and carries high capital charges, has discouraged some bidders, according to people familiar with the talks.お知らせ • Jan 14Brighthouse Financial, Inc. to Report Q4, 2024 Results on Feb 11, 2025Brighthouse Financial, Inc. announced that they will report Q4, 2024 results After-Market on Feb 11, 2025お知らせ • Oct 09Brighthouse Financial, Inc. Announces Executive ChangesOn October 3, 2024, Kristine H. Toscano, the Chief Accounting Officer of Brighthouse Financial, Inc. informed the Company that she intends to resign from the Company, and her last day at the Company will be November 8, 2024. Richard Cook, the Company’s Investment Controller, has been appointed to serve as the Interim Chief Accounting Officer, effective November 9, 2024. Ms. Toscano is leaving to pursue a new opportunity, and her departure is not due to any matters related to the Company’s financial statements or disclosures, or accounting principles and practices. Mr. Cook, age 48, joined the Company in 2016 and has served as the Company’s Investment Controller since then. Prior to that, Mr. Cook was Assistant Vice President, Regulatory Reporting for MetLife, Inc. where he was a key member of the Investment External Reporting & Analytics group since 2010. He originally joined MetLife, Inc. in 2004 and oversaw the Specialized Investment Accounting team. Mr. Cook began his career at State Street Bank & Trust and also worked at AEGON Equity Group.お知らせ • Oct 08Brighthouse Financial, Inc. to Report Q3, 2024 Results on Nov 07, 2024Brighthouse Financial, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024お知らせ • Jul 23Brighthouse Financial, Inc Introduces Enhancements to Brighthouse SmartCareBrighthouse Financial, Inc. announced that it has introduced new enhancements to Brighthouse SmartCare, its life insurance product. Brighthouse SmartCare is a hybrid life insurance product that provides a guaranteed death benefit while helping to protect clients from the costs of long-term care (LTC) through guaranteed LTC benefits. The enhancements include a 3% Compound option, which offers clients the ability to grow their LTC benefit amounts at a guaranteed fixed rate of 3% compounded annually. This new option expands the LTC coverage options that clients can choose from, giving them even more flexibility to customize their policy to fit their needs. The 3% Compound option is now one of two Fixed Growth LTC coverage options, which include the existing ability to grow LTC benefits at a guaranteed fixed rate of 5% compounded annually. Brighthouse SmartCare also continues to offer an Indexed LTC coverage option, under which LTC benefit amounts have the potential to increase by linking the policy to the performance of major market indices, and a Level option, under which LTC benefit amounts remain the same over the duration of the policy. In addition to the 3% Compound option, Brighthouse Financial has introduced two new riders to Brighthouse SmartCare that will be issued with new policies at no additional charge: the Return of Premium Surrender Benefit Rider and the Return of Premium Death Benefit Rider. With the Return of Premium Surrender Benefit Rider, the amount paid upon surrender of a policy will never be less than 75% of premiums paid, up to the sum of all premiums due, with reduction for policy loans and any LTC benefit payments. With the Return of Premium Death Benefit Rider, the amount paid upon death will never be less than 100% of premiums paid, with reduction for policy loans and any LTC benefit payments.お知らせ • Jul 10Brighthouse Financial, Inc. to Report Q2, 2024 Results on Aug 07, 2024Brighthouse Financial, Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024お知らせ • Jul 03Brighthouse Financial, Inc.(NasdaqGS:BHF) dropped from Russell 2500 Growth IndexBrighthouse Financial, Inc.(NasdaqGS:BHF) dropped from Russell 2500 Growth Indexお知らせ • Apr 20Brighthouse Financial, Inc., Annual General Meeting, Jun 06, 2024Brighthouse Financial, Inc., Annual General Meeting, Jun 06, 2024, at 08:00 US Eastern Standard Time. Agenda: To consider the Election of nine Directors to serve a one-year term ending at the 2025 Annual Meeting of Stockholders Nominees; to consider the ratification of the appointment of Deloitte & Touche LLP as Brighthouse Financial's independent registered public accounting firm for fiscal year 2024; and to discuss other matters.お知らせ • Apr 10Brighthouse Financial, Inc. Appoints Michael J. Inserra and Lizabeth H. Zlatkus to Board of DirectorsBrighthouse Financial, Inc. announced that its Board of Directors appointed Michael J. (“Mike”) Inserra and Lizabeth H. Zlatkus as independent members of the Board. Mr. Inserra and Ms. Zlatkus were also each designated by the Board as an “audit committee financial expert” under applicable U.S. Securities and Exchange Commission rules and appointed to serve on the Audit Committee. In addition, Mr. Inserra was appointed to serve on the Investment Committee, and Ms. Zlatkus was appointed to serve on the Finance and Risk Committee. During his more than 37 years at Ernst & Young LLP (“EY”), from which he retired in 2021, Mr. Inserra held various leadership roles, including serving as senior vice chair and deputy managing partner of EY Americas from 2015 to 2020 and as vice chair and managing partner of EY’s Financial Services Organization from 2013 to 2015. He also served as chief administrative officer of Moore Capital Management, a global investment management firm, from 2008 to 2010. Since his retirement from EY, Mr. Inserra has served as an independent consultant to several private equity firms, providing advice regarding companies in the professional and financial services industries. Mr. Inserra has served as a director of Brighthouse Life Insurance Company of NY, an indirect wholly owned subsidiary of the Company, since 2021. Ms. Zlatkus held various leadership roles at The Hartford Financial Services Group, Inc. (“The Hartford”) during her 28-year career at the company, from which she retired in 2011. Those roles included executive vice president and chief risk officer from 2010 to 2011 and executive vice president and chief financial officer from 2008 to 2010. Ms. Zlatkus’ other roles at The Hartford included serving as co-president of Hartford Life Insurance Companies and as president of international wealth management and group benefits. Ms. Zlatkus has served as a director of several public companies since leaving The Hartford, including Pathward Financial, Inc. since 2021, AXIS Capital Holdings Limited since 2019, Boston Private Financial Holdings, Inc. from 2015 to 2021 and Indivior PLC from 2016 to 2019, among others.お知らせ • Apr 09Brighthouse Financial, Inc. to Report Q1, 2024 Results on May 07, 2024Brighthouse Financial, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024お知らせ • Jan 17Brighthouse Financial, Inc. to Report Q4, 2023 Results on Feb 12, 2024Brighthouse Financial, Inc. announced that they will report Q4, 2023 results After-Market on Feb 12, 2024お知らせ • Nov 17Brighthouse Financial, Inc. (NasdaqGS:BHF) announces an Equity Buyback for $750 million worth of its shares.Brighthouse Financial, Inc. (NasdaqGS:BHF) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its own shares.お知らせ • Oct 05Brighthouse Financial, Inc. to Report Q3, 2023 Results on Nov 07, 2023Brighthouse Financial, Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023お知らせ • Jul 12Brighthouse Financial, Inc. to Report Q2, 2023 Results on Aug 08, 2023Brighthouse Financial, Inc. announced that they will report Q2, 2023 results After-Market on Aug 08, 2023Reported Earnings • Feb 10Full year 2022 earnings released: US$1.41 loss per share (vs US$2.35 loss in FY 2021)Full year 2022 results: US$1.41 loss per share (improved from US$2.35 loss in FY 2021). Revenue: US$8.47b (up 19% from FY 2021). Net loss: US$99.0m (loss narrowed 50% from FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Insurance industry in South America. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jan 14Brighthouse Financial, Inc. to Report Q4, 2022 Results on Feb 09, 2023Brighthouse Financial, Inc. announced that they will report Q4, 2022 results After-Market on Feb 09, 2023お知らせ • Nov 18Brighthouse Financial, Inc. Announces Resignation of Christine Debiase as Executive Vice President, Chief Administrative Officer and General Counsel, Effective December 2, 2022On November 14, 2022, Christine DeBiase, Executive Vice President, Chief Administrative Officer and General Counsel of Brighthouse Financial, Inc., notified the Company of her intention to resign from the Company, effective December 2, 2022, to pursue another opportunity. The Company is currently in the process of identifying a successor.お知らせ • Oct 04Brighthouse Financial, Inc. to Report Q3, 2022 Results on Nov 07, 2022Brighthouse Financial, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 07, 2022お知らせ • Aug 09Brighthouse Financial, Inc. Expands Shield Level Annuity Suite with New Product That Provides Guaranteed Lifetime IncomeBrighthouse Financial, Inc. announced the expansion of its Brighthouse Shield® Level Annuities suite with the launch of Brighthouse Shield Level Pay PlusSM Annuities, which are designed to help strengthen clients’ retirement portfolios by providing a stream of guaranteed lifetime income.1,2 Shield Level Pay Plus annuities also offer clients opportunities to participate in market growth combined with a level of protection against market volatility — both key design features of Shield® Level annuities. According to the Social Security Administration, about one in three 65-year-olds will live to at least age 90 and about one in seven 65-year-olds will live to at least age 95. Not surprisingly, many investors express strong interest in annuities that provide guaranteed lifetime income. A recent study4 from the Alliance for Lifetime Income, in partnership with CANNEX, found a significant majority (85%) of investors are interested in owning an annuity that guarantees lifetime income or already own one. Shield Level Pay Plus annuities are index-linked annuities, which are a type of annuity that allows clients to participate in growth opportunities up to a certain percentage by tracking the performance of one or more market indices, rather than investing directly in the markets, while providing a level of protection in down markets. Other key features of Shield Level Pay Plus annuities include: Two versions of an income rider Clients have the flexibility to choose between two versions of a built-in income rider,5 depending on their specific risk tolerance and income needs. Both versions of the rider use a Benefit Base6 which is multiplied by the applicable withdrawal rate to determine the stream of lifetime income. The choice of two versions of the rider means clients can decide how they want their Benefit Base, which initially equals the purchase payment, to build value. The Benefit Base cannot go down because of market losses, but it can grow. For clients who want to participate in the growth opportunities equities can provide, the Market Growth version of the income rider offers the potential to build benefit amounts faster than some other guaranteed income products. For clients who prefer the comfort and reliability of guaranteed growth of the Benefit Base, no matter the market conditions, the Market Growth with Rollup version of the income rider can be a valuable portfolio addition. Lower fee The features of a Shield Level Pay Plus annuity are provided in a way that will not heavily impact a client’s portfolio because of higher fees and costs. With no base contract fees, clients pay an annual charge of 1.50%,8 which is a lower fee than some traditional variable annuities that have an income rider – and can help clients keep more of their money working for them. Flexibility to suit individual needs and goals Shield Level Pay Plus annuities continue Brighthouse Financial’s history of building flexibility into each of its products to suit clients’ individual needs and goals. In addition to the product’s flexible features mentioned above, Shield Level Pay Plus annuities are designed to provide married couples of any gender with advantages that not all similar products may offer. These advantages include the ability for clients to choose which income option they prefer when they are ready to start taking income, rather than having to choose single or joint life income at contract issue. Shield Level Pay Plus annuities enhance Brighthouse Financial’s portfolio of products that are designed to help people protect what they’ve earned and ensure it lasts. In addition, Shield Level Pay Plus annuities reflect Brighthouse Financial’s ongoing focus to help meet the evolving needs of clients as the company continues to deliver on its mission to help people achieve financial security.お知らせ • Jul 12Brighthouse Financial, Inc. to Report Q2, 2022 Results on Aug 04, 2022Brighthouse Financial, Inc. announced that they will report Q2, 2022 results After-Market on Aug 04, 2022Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to Mex$850, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Insurance industry in South America. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$768 per share.お知らせ • Apr 12Brighthouse Financial, Inc. to Report Q1, 2022 Results on May 09, 2022Brighthouse Financial, Inc. announced that they will report Q1, 2022 results After-Market on May 09, 2022お知らせ • Mar 07Brighthouse Financial, Inc. announces stepping down of Conor E. Murphy as chief operating officer, effective March 18, 2022On March 4, 2022, Brighthouse Financial, Inc. announced that Conor E. Murphy will be stepping down from the position of chief operating officer of the company, effective March 18, 2022. Mr. Murphy will remain with the company for a period of time thereafter to assist with the transition of his responsibilities. The company does not intend to appoint a replacement for Mr. Murphy and has decided to eliminate the position he held.Reported Earnings • Feb 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$2.35 loss per share (up from US$11.59 loss in FY 2020). Revenue: US$7.14b (down 16% from FY 2020). Net loss: US$197.0m (loss narrowed 82% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 22%, compared to a 21% growth forecast for the insurance industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS US$4.37 (vs US$32.49 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$2.51b (up US$2.20b from 3Q 2020). Net income: US$361.0m (up US$3.37b from 3Q 2020). Profit margin: 14% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue.お知らせ • Aug 06Brighthouse Financial, Inc. (NasdaqGS:BHF) announces an Equity Buyback for $1,000 million worth of its shares.Brighthouse Financial, Inc. (NasdaqGS:BHF) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its own shares.お知らせ • Aug 04Brighthouse Financial, Inc. Introduces Enhancements to its Shield Level AnnuitiesBrighthouse Financial, Inc. announced new enhancements to Brighthouse Shield Level Annuities ('Shield annuities'). These enhancements give clients saving for retirement even more ways to tailor Shield annuities to their individual needs to help them achieve their financial goals. For Shield Options with a Cap Rate, the Performance Lock feature allows clients to lock in the value of the chosen index at the close of any business day once during their term. The Locked Index Value will be used for the remainder of the term to calculate the index performance for the Shield Option. Once it takes effect, the Performance Lock is irrevocable. New 1-Year Shield Options are now available with Shield Rates that provide 15% or 25% levels of downside protection. These new Shield Options may vary by product. The maximum age for a client to receive the Return of Premium Death Benefit has been increased from 75 to 80 at issue. Brighthouse Shield Level Annuity is an index-linked product that offers clients the opportunity to grow their retirement assets while providing a level of protection during volatile markets – all with no annual fees. Brighthouse Shield Level Select 6-Year Annuity and Brighthouse Shield® Level Select Advisory Annuity, both part of the Shield annuity product suite, were recently named among Barron’s 2021 “Best Annuities,” in the registered indexed-linked annuities category, marking the fourth time Shield annuities have been included in the annual ranking since 2017.Reported Earnings • May 12First quarter 2021 earnings released: US$6.96 loss per share (vs US$47.25 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: US$938.0m (down 90% from 1Q 2020). Net loss: US$610.0m (down 112% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Mar 04SIMON Welcomes Brighthouse Financial to Annuities PlatformSIMON Annuities and Insurance Services LLC welcomes Brighthouse Financial, Inc. to join SIMON's Marketplace. The collaboration provides a streamlined digital experience to financial professionals incorporating annuities into client portfolios, giving them tools to easily navigate the annuities landscape in one centralized location.お知らせ • Jan 28+ 1 more updateBrighthouse Financial, Inc.(NasdaqGS:BHF) dropped from S&P 100Brighthouse Financial, Inc.(NasdaqGS:BHF) dropped from S&P 100お知らせ • Jan 22Brighthouse Financial, Inc. to Report Q4, 2020 Results on Feb 10, 2021Brighthouse Financial, Inc. announced that they will report Q4, 2020 results After-Market on Feb 10, 2021業績と収益の成長予測BMV:BHF * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20289,172956N/AN/A112/31/20278,778953N/AN/A512/31/20268,7271,079N/AN/A23/31/20266,090-167-108-108N/A12/31/20256,948331259259N/A9/30/20257,830865144144N/A6/30/20258,0325625151N/A3/31/20258,612511386386N/A12/31/20246,295286-290-290N/A9/30/20245,264-1,302-20-20N/A6/30/20244,422-999295295N/A3/31/20243,246-1,208-167-167N/A12/31/20234,474-1,214-137-137N/A9/30/20232,534-162-515-515N/A6/30/20232,485-227-1,816-1,816N/A3/31/20236,0841,692-1,529-1,529N/A12/31/202210,7393,775-1,228-1,228N/A9/30/20229,0083,707-900-900N/A6/30/202210,3993,680637637N/A3/31/20228,2121,971651651N/A12/31/20214,9351,554641641N/A9/30/20215,251-1,2841,0171,017N/A6/30/20213,049-4,657490490N/A3/31/2021451-6,665688688N/A12/31/20208,498-1,105888888N/A9/30/20208,671-1,1371,0211,021N/A6/30/202011,5492,5511,4861,486N/A3/31/202014,8344,9261,5481,548N/A12/31/20196,520-761N/A1,828N/A9/30/201910,1761,758N/A2,888N/A6/30/20198,397811N/A2,854N/A3/31/20197,724195N/A3,147N/A12/31/20188,864865N/A3,062N/A9/30/20186,78591N/A2,862N/A6/30/20187,350-581N/A3,088N/A3/31/20187,684-96N/A3,327N/A12/31/20176,839-378N/A3,396N/A9/30/20174,385-2,811N/A3,161N/A6/30/20174,178-2,026N/A2,927N/A3/31/20171,557-3,695N/A3,598N/A12/31/20162,982-2,939N/A3,736N/A9/30/20165,672-1,083N/A4,628N/A6/30/20166,203-602N/A5,131N/A3/31/20169,0391,174N/A4,312N/A12/31/20158,8891,119N/A4,631N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BHF *は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 9% ) よりも高い成長率であると考えられます。収益対市場: BHF *今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: BHF *今後 3 年以内に収益を上げることが予想されます。収益対市場: BHF *の収益 ( 12.1% ) MX市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: BHF *の収益 ( 12.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BHF *の 自己資本利益率 は、3年後には低くなると予測されています ( 10.9 %)。成長企業の発掘7D1Y7D1Y7D1YInsurance 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 11:24終値2026/02/27 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Brighthouse Financial, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Jacob KilsteinArgus Research CompanyTracy Dolin-BenguiguiBarclaysTracy Dolin-BenguiguiBarclays16 その他のアナリストを表示
お知らせ • Apr 15Brighthouse Financial, Inc., Annual General Meeting, Jun 02, 2026Brighthouse Financial, Inc., Annual General Meeting, Jun 02, 2026.
お知らせ • Jan 29Brighthouse Reportedly Seeks Buyer for Whole Company or Minority StakeBrighthouse Financial, Inc. (NasdaqGS: BHF) is seeking to sell itself, with some of the most prominent private capital managers expected to make bids for the US provider of life insurance and annuities. US-listed Brighthouse, which was spun out of MetLife in 2017, is working with bankers at Goldman Sachs and Wells Fargo to both consider offers for the whole company or separately to raise minority equity, said two people familiar with the matter. They cautioned that the process was in its early stages with no certainty that a deal materialises. Shares in Brighthouse rose 20% in trading in the US on January 28, 2025 morning after the Financial Times revealed the plan. The company, which has a market value of $3 billion, trades at just 0.8 times book value per share as it has struggled to increase profits needed to reach its targeted capital ratios. Brighthouse’s focus on variable annuities, a complex product that is expensive to hedge and carries high capital charges, has discouraged some bidders, according to people familiar with the talks.
お知らせ • Jan 14Brighthouse Financial, Inc. to Report Q4, 2024 Results on Feb 11, 2025Brighthouse Financial, Inc. announced that they will report Q4, 2024 results After-Market on Feb 11, 2025
お知らせ • Oct 09Brighthouse Financial, Inc. Announces Executive ChangesOn October 3, 2024, Kristine H. Toscano, the Chief Accounting Officer of Brighthouse Financial, Inc. informed the Company that she intends to resign from the Company, and her last day at the Company will be November 8, 2024. Richard Cook, the Company’s Investment Controller, has been appointed to serve as the Interim Chief Accounting Officer, effective November 9, 2024. Ms. Toscano is leaving to pursue a new opportunity, and her departure is not due to any matters related to the Company’s financial statements or disclosures, or accounting principles and practices. Mr. Cook, age 48, joined the Company in 2016 and has served as the Company’s Investment Controller since then. Prior to that, Mr. Cook was Assistant Vice President, Regulatory Reporting for MetLife, Inc. where he was a key member of the Investment External Reporting & Analytics group since 2010. He originally joined MetLife, Inc. in 2004 and oversaw the Specialized Investment Accounting team. Mr. Cook began his career at State Street Bank & Trust and also worked at AEGON Equity Group.
お知らせ • Oct 08Brighthouse Financial, Inc. to Report Q3, 2024 Results on Nov 07, 2024Brighthouse Financial, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
お知らせ • Jul 23Brighthouse Financial, Inc Introduces Enhancements to Brighthouse SmartCareBrighthouse Financial, Inc. announced that it has introduced new enhancements to Brighthouse SmartCare, its life insurance product. Brighthouse SmartCare is a hybrid life insurance product that provides a guaranteed death benefit while helping to protect clients from the costs of long-term care (LTC) through guaranteed LTC benefits. The enhancements include a 3% Compound option, which offers clients the ability to grow their LTC benefit amounts at a guaranteed fixed rate of 3% compounded annually. This new option expands the LTC coverage options that clients can choose from, giving them even more flexibility to customize their policy to fit their needs. The 3% Compound option is now one of two Fixed Growth LTC coverage options, which include the existing ability to grow LTC benefits at a guaranteed fixed rate of 5% compounded annually. Brighthouse SmartCare also continues to offer an Indexed LTC coverage option, under which LTC benefit amounts have the potential to increase by linking the policy to the performance of major market indices, and a Level option, under which LTC benefit amounts remain the same over the duration of the policy. In addition to the 3% Compound option, Brighthouse Financial has introduced two new riders to Brighthouse SmartCare that will be issued with new policies at no additional charge: the Return of Premium Surrender Benefit Rider and the Return of Premium Death Benefit Rider. With the Return of Premium Surrender Benefit Rider, the amount paid upon surrender of a policy will never be less than 75% of premiums paid, up to the sum of all premiums due, with reduction for policy loans and any LTC benefit payments. With the Return of Premium Death Benefit Rider, the amount paid upon death will never be less than 100% of premiums paid, with reduction for policy loans and any LTC benefit payments.
お知らせ • Jul 10Brighthouse Financial, Inc. to Report Q2, 2024 Results on Aug 07, 2024Brighthouse Financial, Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024
お知らせ • Jul 03Brighthouse Financial, Inc.(NasdaqGS:BHF) dropped from Russell 2500 Growth IndexBrighthouse Financial, Inc.(NasdaqGS:BHF) dropped from Russell 2500 Growth Index
お知らせ • Apr 20Brighthouse Financial, Inc., Annual General Meeting, Jun 06, 2024Brighthouse Financial, Inc., Annual General Meeting, Jun 06, 2024, at 08:00 US Eastern Standard Time. Agenda: To consider the Election of nine Directors to serve a one-year term ending at the 2025 Annual Meeting of Stockholders Nominees; to consider the ratification of the appointment of Deloitte & Touche LLP as Brighthouse Financial's independent registered public accounting firm for fiscal year 2024; and to discuss other matters.
お知らせ • Apr 10Brighthouse Financial, Inc. Appoints Michael J. Inserra and Lizabeth H. Zlatkus to Board of DirectorsBrighthouse Financial, Inc. announced that its Board of Directors appointed Michael J. (“Mike”) Inserra and Lizabeth H. Zlatkus as independent members of the Board. Mr. Inserra and Ms. Zlatkus were also each designated by the Board as an “audit committee financial expert” under applicable U.S. Securities and Exchange Commission rules and appointed to serve on the Audit Committee. In addition, Mr. Inserra was appointed to serve on the Investment Committee, and Ms. Zlatkus was appointed to serve on the Finance and Risk Committee. During his more than 37 years at Ernst & Young LLP (“EY”), from which he retired in 2021, Mr. Inserra held various leadership roles, including serving as senior vice chair and deputy managing partner of EY Americas from 2015 to 2020 and as vice chair and managing partner of EY’s Financial Services Organization from 2013 to 2015. He also served as chief administrative officer of Moore Capital Management, a global investment management firm, from 2008 to 2010. Since his retirement from EY, Mr. Inserra has served as an independent consultant to several private equity firms, providing advice regarding companies in the professional and financial services industries. Mr. Inserra has served as a director of Brighthouse Life Insurance Company of NY, an indirect wholly owned subsidiary of the Company, since 2021. Ms. Zlatkus held various leadership roles at The Hartford Financial Services Group, Inc. (“The Hartford”) during her 28-year career at the company, from which she retired in 2011. Those roles included executive vice president and chief risk officer from 2010 to 2011 and executive vice president and chief financial officer from 2008 to 2010. Ms. Zlatkus’ other roles at The Hartford included serving as co-president of Hartford Life Insurance Companies and as president of international wealth management and group benefits. Ms. Zlatkus has served as a director of several public companies since leaving The Hartford, including Pathward Financial, Inc. since 2021, AXIS Capital Holdings Limited since 2019, Boston Private Financial Holdings, Inc. from 2015 to 2021 and Indivior PLC from 2016 to 2019, among others.
お知らせ • Apr 09Brighthouse Financial, Inc. to Report Q1, 2024 Results on May 07, 2024Brighthouse Financial, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024
お知らせ • Jan 17Brighthouse Financial, Inc. to Report Q4, 2023 Results on Feb 12, 2024Brighthouse Financial, Inc. announced that they will report Q4, 2023 results After-Market on Feb 12, 2024
お知らせ • Nov 17Brighthouse Financial, Inc. (NasdaqGS:BHF) announces an Equity Buyback for $750 million worth of its shares.Brighthouse Financial, Inc. (NasdaqGS:BHF) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its own shares.
お知らせ • Oct 05Brighthouse Financial, Inc. to Report Q3, 2023 Results on Nov 07, 2023Brighthouse Financial, Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023
お知らせ • Jul 12Brighthouse Financial, Inc. to Report Q2, 2023 Results on Aug 08, 2023Brighthouse Financial, Inc. announced that they will report Q2, 2023 results After-Market on Aug 08, 2023
Reported Earnings • Feb 10Full year 2022 earnings released: US$1.41 loss per share (vs US$2.35 loss in FY 2021)Full year 2022 results: US$1.41 loss per share (improved from US$2.35 loss in FY 2021). Revenue: US$8.47b (up 19% from FY 2021). Net loss: US$99.0m (loss narrowed 50% from FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 6.6% growth forecast for the Insurance industry in South America. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jan 14Brighthouse Financial, Inc. to Report Q4, 2022 Results on Feb 09, 2023Brighthouse Financial, Inc. announced that they will report Q4, 2022 results After-Market on Feb 09, 2023
お知らせ • Nov 18Brighthouse Financial, Inc. Announces Resignation of Christine Debiase as Executive Vice President, Chief Administrative Officer and General Counsel, Effective December 2, 2022On November 14, 2022, Christine DeBiase, Executive Vice President, Chief Administrative Officer and General Counsel of Brighthouse Financial, Inc., notified the Company of her intention to resign from the Company, effective December 2, 2022, to pursue another opportunity. The Company is currently in the process of identifying a successor.
お知らせ • Oct 04Brighthouse Financial, Inc. to Report Q3, 2022 Results on Nov 07, 2022Brighthouse Financial, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 07, 2022
お知らせ • Aug 09Brighthouse Financial, Inc. Expands Shield Level Annuity Suite with New Product That Provides Guaranteed Lifetime IncomeBrighthouse Financial, Inc. announced the expansion of its Brighthouse Shield® Level Annuities suite with the launch of Brighthouse Shield Level Pay PlusSM Annuities, which are designed to help strengthen clients’ retirement portfolios by providing a stream of guaranteed lifetime income.1,2 Shield Level Pay Plus annuities also offer clients opportunities to participate in market growth combined with a level of protection against market volatility — both key design features of Shield® Level annuities. According to the Social Security Administration, about one in three 65-year-olds will live to at least age 90 and about one in seven 65-year-olds will live to at least age 95. Not surprisingly, many investors express strong interest in annuities that provide guaranteed lifetime income. A recent study4 from the Alliance for Lifetime Income, in partnership with CANNEX, found a significant majority (85%) of investors are interested in owning an annuity that guarantees lifetime income or already own one. Shield Level Pay Plus annuities are index-linked annuities, which are a type of annuity that allows clients to participate in growth opportunities up to a certain percentage by tracking the performance of one or more market indices, rather than investing directly in the markets, while providing a level of protection in down markets. Other key features of Shield Level Pay Plus annuities include: Two versions of an income rider Clients have the flexibility to choose between two versions of a built-in income rider,5 depending on their specific risk tolerance and income needs. Both versions of the rider use a Benefit Base6 which is multiplied by the applicable withdrawal rate to determine the stream of lifetime income. The choice of two versions of the rider means clients can decide how they want their Benefit Base, which initially equals the purchase payment, to build value. The Benefit Base cannot go down because of market losses, but it can grow. For clients who want to participate in the growth opportunities equities can provide, the Market Growth version of the income rider offers the potential to build benefit amounts faster than some other guaranteed income products. For clients who prefer the comfort and reliability of guaranteed growth of the Benefit Base, no matter the market conditions, the Market Growth with Rollup version of the income rider can be a valuable portfolio addition. Lower fee The features of a Shield Level Pay Plus annuity are provided in a way that will not heavily impact a client’s portfolio because of higher fees and costs. With no base contract fees, clients pay an annual charge of 1.50%,8 which is a lower fee than some traditional variable annuities that have an income rider – and can help clients keep more of their money working for them. Flexibility to suit individual needs and goals Shield Level Pay Plus annuities continue Brighthouse Financial’s history of building flexibility into each of its products to suit clients’ individual needs and goals. In addition to the product’s flexible features mentioned above, Shield Level Pay Plus annuities are designed to provide married couples of any gender with advantages that not all similar products may offer. These advantages include the ability for clients to choose which income option they prefer when they are ready to start taking income, rather than having to choose single or joint life income at contract issue. Shield Level Pay Plus annuities enhance Brighthouse Financial’s portfolio of products that are designed to help people protect what they’ve earned and ensure it lasts. In addition, Shield Level Pay Plus annuities reflect Brighthouse Financial’s ongoing focus to help meet the evolving needs of clients as the company continues to deliver on its mission to help people achieve financial security.
お知らせ • Jul 12Brighthouse Financial, Inc. to Report Q2, 2022 Results on Aug 04, 2022Brighthouse Financial, Inc. announced that they will report Q2, 2022 results After-Market on Aug 04, 2022
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to Mex$850, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Insurance industry in South America. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$768 per share.
お知らせ • Apr 12Brighthouse Financial, Inc. to Report Q1, 2022 Results on May 09, 2022Brighthouse Financial, Inc. announced that they will report Q1, 2022 results After-Market on May 09, 2022
お知らせ • Mar 07Brighthouse Financial, Inc. announces stepping down of Conor E. Murphy as chief operating officer, effective March 18, 2022On March 4, 2022, Brighthouse Financial, Inc. announced that Conor E. Murphy will be stepping down from the position of chief operating officer of the company, effective March 18, 2022. Mr. Murphy will remain with the company for a period of time thereafter to assist with the transition of his responsibilities. The company does not intend to appoint a replacement for Mr. Murphy and has decided to eliminate the position he held.
Reported Earnings • Feb 27Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$2.35 loss per share (up from US$11.59 loss in FY 2020). Revenue: US$7.14b (down 16% from FY 2020). Net loss: US$197.0m (loss narrowed 82% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 22%, compared to a 21% growth forecast for the insurance industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS US$4.37 (vs US$32.49 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$2.51b (up US$2.20b from 3Q 2020). Net income: US$361.0m (up US$3.37b from 3Q 2020). Profit margin: 14% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue.
お知らせ • Aug 06Brighthouse Financial, Inc. (NasdaqGS:BHF) announces an Equity Buyback for $1,000 million worth of its shares.Brighthouse Financial, Inc. (NasdaqGS:BHF) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its own shares.
お知らせ • Aug 04Brighthouse Financial, Inc. Introduces Enhancements to its Shield Level AnnuitiesBrighthouse Financial, Inc. announced new enhancements to Brighthouse Shield Level Annuities ('Shield annuities'). These enhancements give clients saving for retirement even more ways to tailor Shield annuities to their individual needs to help them achieve their financial goals. For Shield Options with a Cap Rate, the Performance Lock feature allows clients to lock in the value of the chosen index at the close of any business day once during their term. The Locked Index Value will be used for the remainder of the term to calculate the index performance for the Shield Option. Once it takes effect, the Performance Lock is irrevocable. New 1-Year Shield Options are now available with Shield Rates that provide 15% or 25% levels of downside protection. These new Shield Options may vary by product. The maximum age for a client to receive the Return of Premium Death Benefit has been increased from 75 to 80 at issue. Brighthouse Shield Level Annuity is an index-linked product that offers clients the opportunity to grow their retirement assets while providing a level of protection during volatile markets – all with no annual fees. Brighthouse Shield Level Select 6-Year Annuity and Brighthouse Shield® Level Select Advisory Annuity, both part of the Shield annuity product suite, were recently named among Barron’s 2021 “Best Annuities,” in the registered indexed-linked annuities category, marking the fourth time Shield annuities have been included in the annual ranking since 2017.
Reported Earnings • May 12First quarter 2021 earnings released: US$6.96 loss per share (vs US$47.25 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: US$938.0m (down 90% from 1Q 2020). Net loss: US$610.0m (down 112% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Mar 04SIMON Welcomes Brighthouse Financial to Annuities PlatformSIMON Annuities and Insurance Services LLC welcomes Brighthouse Financial, Inc. to join SIMON's Marketplace. The collaboration provides a streamlined digital experience to financial professionals incorporating annuities into client portfolios, giving them tools to easily navigate the annuities landscape in one centralized location.
お知らせ • Jan 28+ 1 more updateBrighthouse Financial, Inc.(NasdaqGS:BHF) dropped from S&P 100Brighthouse Financial, Inc.(NasdaqGS:BHF) dropped from S&P 100
お知らせ • Jan 22Brighthouse Financial, Inc. to Report Q4, 2020 Results on Feb 10, 2021Brighthouse Financial, Inc. announced that they will report Q4, 2020 results After-Market on Feb 10, 2021