Brighthouse Financial, Inc.

NasdaqGS:BHF Stok Raporu

Piyasa değeri: US$3.6b

Brighthouse Financial Gelecekteki Büyüme

Future kriter kontrolleri 4/6

Brighthouse Financial kazanç ve gelirin sırasıyla yıllık 44.2% ve 12.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 43.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 10.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

44.2%

Kazanç büyüme oranı

43.65%

EPS büyüme oranı

Insurance kazanç büyümesi1.8%
Gelir büyüme oranı12.1%
Gelecekteki özkaynak getirisi10.90%
Analist kapsamı

Low

Son güncelleme12 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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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Yeni Anlatı • 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
Analiz Makalesi • 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...

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:BHF - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20289,172956N/AN/A1
12/31/20278,778953N/AN/A5
12/31/20268,7271,079N/AN/A2
3/31/20266,090-167-108-108N/A
12/31/20256,948331259259N/A
9/30/20257,830865144144N/A
6/30/20258,0325625151N/A
3/31/20258,612511386386N/A
12/31/20246,295286-290-290N/A
9/30/20245,264-1,302-20-20N/A
6/30/20244,422-999295295N/A
3/31/20243,246-1,208-167-167N/A
12/31/20234,474-1,214-137-137N/A
9/30/20232,534-162-515-515N/A
6/30/20232,485-227-1,816-1,816N/A
3/31/20236,0841,692-1,529-1,529N/A
12/31/202210,7393,775-1,228-1,228N/A
9/30/20229,0083,707-900-900N/A
6/30/202210,3993,680637637N/A
3/31/20228,2121,971651651N/A
12/31/20214,9351,554641641N/A
9/30/20215,251-1,2841,0171,017N/A
6/30/20213,049-4,657490490N/A
3/31/2021451-6,665688688N/A
12/31/20208,498-1,105888888N/A
9/30/20208,671-1,1371,0211,021N/A
6/30/202011,5492,5511,4861,486N/A
3/31/202014,8344,9261,5481,548N/A
12/31/20196,520-761N/A1,828N/A
9/30/201910,1761,758N/A2,888N/A
6/30/20198,397811N/A2,854N/A
3/31/20197,724195N/A3,147N/A
12/31/20188,864865N/A3,062N/A
9/30/20186,78591N/A2,862N/A
6/30/20187,350-581N/A3,088N/A
3/31/20187,684-96N/A3,327N/A
12/31/20176,839-378N/A3,396N/A
9/30/20174,385-2,811N/A3,161N/A
6/30/20174,178-2,026N/A2,927N/A
3/31/20171,557-3,695N/A3,598N/A
12/31/20162,982-2,939N/A3,736N/A
9/30/20165,672-1,083N/A4,628N/A
6/30/20166,203-602N/A5,131N/A
3/31/20169,0391,174N/A4,312N/A
12/31/20158,8891,119N/A4,631N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: BHF önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.5% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: BHF önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: BHF önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: BHF şirketinin gelirinin (yıllık 12.1% ) US pazarından (yıllık 11.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: BHF şirketinin gelirinin (yıllık 12.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: BHF 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 10.9 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/18 18:35
Gün Sonu Hisse Fiyatı2026/05/15 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Brighthouse Financial, Inc. 19 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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