Brighthouse Financial, Inc.

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Life Insurance Stocks Q2 Recap: MetLife Revenue Misses Estimates

MetLife reported second-quarter revenues of $19.08 billion, up 6.4% year on year but 2.2% below analyst expectations, in a mixed quarter for life insurance stocks. The 12 life insurance companies tracked by the publication saw aggregate revenues miss consensus estimates by 8.2%, and their share prices have declined an average of 2.5% since reporting. MetLife's stock fell 1.5% after the results and currently trades at $94.80. Horace Mann Educators posted the strongest quarter with revenues of $443.5 million, up 7.7% year on year and in line with estimates, while Brighthouse Financial was the weakest with revenues of $2.10 billion, down 2.4% year on year and 2% below expectations.

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Brighthouse Financial Q2 earnings miss estimates as investment income falls

Brighthouse Financial reported second-quarter 2026 adjusted net income of $4.45 per share, missing the Zacks Consensus Estimate by 10.4% but growing 29.7% year over year. Total operating revenues fell 2% to $2.1 billion, below the consensus by 8.1%, driven by lower universal life and investment-type product policy fees and a 4.1% decline in adjusted net investment income to $1.2 billion. The results benefited from improved underwriting margins in the Life and Run-off segments, reduced expenses, and higher earnings in the Annuities business, though annuity sales dropped 7.1% to $2.4 billion. Shareholders' equity rose 15.4% year over year to $6.6 billion, and the estimated combined risk-based capital ratio stood between 430% and 450% as of June 30, 2026.

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Brighthouse Financial shares surge on $4.1 billion acquisition deal

Brighthouse Financial shares surged 26.7% after news surfaced in November 2026 that Aquarian Capital would acquire the company for $4.1 billion. The stock is up 17.8% over the past year but down 1.8% year-to-date. Billionaire Glenn Dubin's Highbridge Capital increased its stake to 438,372 shares in the first quarter of 2026, up from 275,390 shares in the third quarter of 2025. Greenlight Capital noted the sale process provided a reasonable exit from a challenged situation, though the valuation at less than two-thirds of book value was not exciting.

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Q1 Life Insurance Earnings: Aflac Misses, Primerica Leads, Brighthouse Lags

The first-quarter life insurance earnings season saw mixed results, with the 12 tracked stocks collectively beating revenue estimates by 3.1% while share prices rose 7.3% on average. Aflac reported revenues of $4.24 billion, down 1.8% year on year and missing analyst expectations by 1.7%, though it beat book value per share estimates. Primerica was the best performer with revenues of $872.3 million, up 8.6% year on year and beating estimates by 1.9%, while Brighthouse Financial was the weakest, posting revenues of $2.10 billion, down 2.7% and missing estimates by 4.8%. Jackson Financial delivered the largest revenue beat at 49.8% but saw the slowest revenue growth, and Equitable Holdings had the weakest performance against analyst estimates with a 7.3% revenue miss.

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Brighthouse Financial Outperforms Industry with 17.1% Gain Amid Acquisition Momentum

Brighthouse Financial shares have risen 17.1% over the past year, outpacing the industry's 13.8% growth. The stock surged after Aquarian Capital offered to acquire the company in November 2025 for $70 per share, a price significantly above pre-announcement levels, and shareholder approval in February 2026 provided further support. The Zacks Consensus Estimate projects 2026 earnings per share to increase 22.8% year-over-year and revenues to rise 3%, with further growth expected in 2027. Annuity sales remain the primary earnings driver, generating $324 million in adjusted earnings in the first quarter of 2026, while the company continues to expand its life insurance offerings, including the launch of Brighthouse SmartGuard Plus. However, rising expenses and a debt-to-capital ratio of 35.9%, up 430 basis points from year-end 2025, remain key concerns.

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