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Brighthouse Financial, Inc.

NasdaqGS:BHF 株式レポート

時価総額:US$2.9b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Brighthouse Financial マネジメント

マネジメント 基準チェック /24

Brighthouse Financialの CEO はEric Steigerwaltで、 Aug2017年に任命され、 の在任期間は 9.08年です。 の年間総報酬は$ 10.46Mで、 10%給与と90%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.65%を直接所有しており、その価値は$ 18.77M 。経営陣と取締役会の平均在任期間はそれぞれ1.9年と7.8年です。

主要情報

Eric Steigerwalt

最高経営責任者

US$10.5m

報酬総額

CEO給与比率10.04%
CEO在任期間9.1yrs
CEOの所有権0.7%
経営陣の平均在職期間1.9yrs
取締役会の平均在任期間7.8yrs

経営陣の近況

Recent updates

Seeking Alpha • Aug 29

Brighthouse Financial: Deal Fears Create Attractive Risk-Reward

Summary Brighthouse Financial faces deal uncertainty as the Aquarian Capital acquisition remains under regulatory review, with shares recently declining 13%. Key risks include heightened scrutiny of BHF's Delaware captive reinsurer accounting and broader sector concerns over related-party transactions and private credit exposure. BHF's standalone financials remain solid, with a 430–450% RBC ratio, $4.9B statutory capital, and $900M holding company liquidity, supporting downside protection. I maintain a Buy rating on BHF, seeing an attractive risk/reward profile with $16 upside versus $3 downside and a potential 25%+ return if the deal closes. Read the full article on Seeking Alpha
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ナラティブ更新 • Jun 15

BHF: Regulatory Risks Around Aquarian Deal Will Likely Limit Future Upside

Analysts now hold their fair value estimate for Brighthouse Financial steady at $55.00 while adjusting key model inputs such as discount rate, revenue growth, profit margin, and future P/E in response to recent research, including a Market Perform re-initiation. This helps explain the refined price target rationale without a headline change in the target itself.
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ナラティブ更新 • Jun 01

BHF: Market Perform Reinitiation Will Support Path Toward US$70 Fair Value

Analysts have kept Brighthouse Financial's fair value estimate steady at $70.00 while fine tuning assumptions on the discount rate, revenue growth, profit margin, and future P/E. This aligns with recent Street research that re-initiated the stock at Market Perform.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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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新しいナラティブ • 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
分析記事 • 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...

CEO報酬分析

Brighthouse Financial の収益と比較して、Eric Steigerwalt の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

US$729m

Mar 31 2026n/an/a

-US$167m

Dec 31 2025US$10mUS$1m

US$331m

Sep 30 2025n/an/a

US$865m

Jun 30 2025n/an/a

US$562m

Mar 31 2025n/an/a

US$511m

Dec 31 2024US$10mUS$1m

US$286m

Sep 30 2024n/an/a

-US$1b

Jun 30 2024n/an/a

-US$999m

Mar 31 2024n/an/a

-US$1b

Dec 31 2023US$10mUS$1m

-US$1b

Sep 30 2023n/an/a

-US$162m

Jun 30 2023n/an/a

-US$227m

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$10mUS$986k

US$4b

Sep 30 2022n/an/a

US$4b

Jun 30 2022n/an/a

US$4b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$8mUS$925k

US$2b

Sep 30 2021n/an/a

-US$1b

Jun 30 2021n/an/a

-US$5b

Mar 31 2021n/an/a

-US$7b

Dec 31 2020US$8mUS$920k

-US$1b

Sep 30 2020n/an/a

-US$1b

Jun 30 2020n/an/a

US$3b

Mar 31 2020n/an/a

US$5b

Dec 31 2019US$8mUS$897k

-US$761m

報酬と市場: Ericの 総報酬 ($USD 10.46M ) は、 US市場 ($USD 6.99M ) の同規模の企業の平均を上回っています。

報酬と収益: Ericの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Eric Steigerwalt (64 yo)

9.1yrs
在職期間
US$10,461,127
報酬

Mr. Eric Thomas Steigerwalt is Director of Fti Consulting LLC. Mr. Thomas Steigerwalt serves as an Independent Director at FTI Consulting, Inc. since March 25, 2025. He has been the President and Chief Exe...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Eric Steigerwalt
President9.1yrsUS$10.46m0.65%
$ 18.8m
Edward Spehar
Executive VP & CFO7.1yrsUS$3.89m0.11%
$ 3.2m
Myles Lambert
Executive VP & COO1.1yrsUS$3.22m0.067%
$ 1.9m
John Rosenthal
Executive VP & Chief Investment Officer9.1yrsUS$3.47m0.16%
$ 4.6m
Allie Lin
Executive VP3.8yrsUS$2.69m0.027%
$ 774.9k
Richard Cook
Chief Accounting Officerno dataデータなし0.012%
$ 349.3k
Jeff Hughes
Executive VP & CTO1.9yrsデータなしデータなし
Dana Amante
Head of Investor Relationsno dataデータなしデータなし
Vonda Huss
Executive VP & Chief Human Resources Officer8.8yrsUS$2.18m0.047%
$ 1.3m
David Rosenbaum
Executive VP and Head of Product & Underwriting1.9yrsデータなしデータなし
Shelly Hemler
Executive VP & Chief Auditor1.9yrsデータなしデータなし
Phil Melville
Executive VP & Chief Risk Officer1.9yrsデータなしデータなし
1.9yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: BHFの経営陣は 経験豊富 とはみなされません ( 1.9年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Eric Steigerwalt
President10.7yrsUS$10.46m0.65%
$ 18.8m
Lizabeth Zlatkus
Independent Director2.4yrsUS$284.97k0.013%
$ 362.5k
Charles Chaplin
Independent Chairman of the Board9.1yrsUS$506.93k0.095%
$ 2.7m
Stephen Hooley
Independent Director6.1yrsUS$319.97k0.031%
$ 896.0k
Diane Offereins
Independent Director9.1yrsUS$306.97k0.050%
$ 1.4m
Eileen Mallesch
Independent Director7.8yrsUS$306.97k0.039%
$ 1.1m
Michael Inserra
Independent Director2.4yrsUS$284.97k0.016%
$ 456.8k
Carol Juel
Independent Director4.8yrsUS$284.97k0.028%
$ 805.2k
Paul Wetzel
Independent Director9.1yrsUS$306.97k0.041%
$ 1.2m
7.8yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: BHFの 取締役会 は 経験豊富 であると考えられます ( 7.8年の平均在任期間)。


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2026/09/13 07:11
終値2026/09/11 00:00
収益2026/06/30
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-K
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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
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マネジメント10年
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主な進展10年
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* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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. 4 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。17

アナリスト機関
Jacob KilsteinArgus Research Company
Taylor ScottBarclays
Tracy Dolin-BenguiguiBarclays

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