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BHF · Brighthouse Financial, Inc.

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$53.28 -0.36 (-0.67%) At close · Aug 19
Market Cap
$3.08B
Shares
57.51M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$53.28 Open$53.20 Day$52.04–54.41 52W close$43.36–66.61 Avg vol 30d863K Short int6.2M · 10.8% float · 10.5d Short vol44% Last earningsNov 7, 2025 DataJan 2020–Aug 2026 Filing10-Q · Aug 6

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 6, 2026

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Bearish Fundamentals Excellent Quant / Vol High
Market backdrop VIX 14.9 · calm Equity put/call 0.52
Technical
price trend
Strong Sell
50 / 200-day cross Death cross
Price vs 200-day avg −15%
below
Price vs 50-day avg −15%
below
RSI (14) 19
oversold
MACD trend Negative
52-week position 43%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −16%
trailing
6-month return −12%
trailing
YTD return −18%
this year
Relative strength −23%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) Death cross
50d $63 › 200d $63 — 200d above 50d
Institutional flow Distributing
-1% holders QoQ · +60 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
10.77% of float · ▲ +15.6% MoM · 10.5 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr high
475 holders — near 3-yr high, broad support
Squeeze score 73
high risk · 0–100
Fundamentals
Excellent
Revenue growth +43%
Y/Y
EPS growth +23%
Y/Y
Valuation P/E 4.3
below peers
Buyback $441.0M
remaining
Balance sheet $1.3B
net cash
Quant / Vol
risk profile
High
Volatility 52%
annualized · 1-yr
Max drawdown −22%
past year
ATR 3.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Dec 31, 2023
Alternatives (private equity) long-term return · over the life of these assets 9% – 11%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Sell
4 · 3 · 0
50 / 200-day cross
Death cross Bearish
Price vs 200-day avg
−15% Bearish
Price vs 50-day avg
−15% Bearish
RSI (14)
19 Neutral
MACD trend
Negative Bearish
52-week position
43% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross) Death cross
50d $63 › 200d $63 — 200d above 50d
Institutional flow Distributing
-1% holders QoQ · +60 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
10.77% of float · ▲ +15.6% MoM · 10.5 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr high
475 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $43 Now $53 · 43% Range high $67
vs 200-day avg -15% vs 50-day avg -15% 50-day below 200-day death cross

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
GAAP → non-GAAP reconciliation
GAAP Adjusted earnings (loss) 258M
+0M Less: Notable items
= Adjusted earnings, less notable items 258M
Adjusted earnings, less notable items per common share non-GAAP $4.45 Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP Adjusted earnings (loss) per common share $4.45
+$0 Less: Notable items
= Adjusted earnings, less notable items per common share $4.45
Adjusted net investment income non-GAAP $1.24B Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP Net investment income 1.24B
+0M Investment hedge adjustments
-2M Investment gains (losses) on trading securities
= Adjusted Net Investment Income 1.24B
Adjusted net investment income yield non-GAAP 4.17% Q2 2026 —
GAAP → non-GAAP reconciliation
GAAP Investment income yield 4.32%
-0.15% Investment fees and expenses
= Adjusted net investment income yield 4.17%
Adjusted return on common equity, excluding AOCI non-GAAP 19.7% Q2 2026 —
Book value per common share $84.35 Q2 2026 —
Book value per common share, excluding AOCI non-GAAP $156.1 Q2 2026 —
Book value, excluding AOCI per common share non-GAAP $156.1 second quarter of 2026 —
Combined total adjusted capital $4.9B As of June 30, 2026 —
Fixed Annuities account value, end of period $16.95B Q2 2026 —
Income annuity insurance liabilities, end of period $4.82B Q2 2026 —
Institutional group annuities account value, end of period $660M Q2 2026 —
Institutional spread margin business account balance, end of period $9.11B As of June 30, 2026 —
Life Insurance in-force, before reinsurance $65.48B As of June 30, 2026 —
Life Insurance in-force, net of reinsurance $31.61B As of June 30, 2026 —
Percent allocated to balanced funds 40.22% As of June 30, 2026 —
Percent allocated to bond funds/other funds 9% As of June 30, 2026 —
Percent allocated to equity funds 33.08% As of June 30, 2026 —
Percent allocated to target volatility funds 17.7% As of June 30, 2026 —
Term Life Insurance in-force, before reinsurance $300.62B As of June 30, 2026 —
Term Life Insurance in-force, net of reinsurance $249.86B As of June 30, 2026 —
Total corporate expenses $204M Q2 2026 —
Total fixed and income annuity sales $133M Q2 2026 —
Total Quarterly VA separate account gross returns 9.75% Q2 FY2026 —
Total variable and Shield Level annuity sales $2.29B Q2 2026 —
Universal and variable universal life account value, end of period $2.65B Q2 2026 —
Universal and Variable Universal Life Insurance in-force, before reinsurance $40.45B As of June 30, 2026 —
Universal and Variable Universal Life Insurance in-force, net of reinsurance $31.23B As of June 30, 2026 —
Universal Life with Secondary Guarantees account value, end of period $4.32B As of June 30, 2026 —
Variable and Shield Level Annuities account value, end of period $132.98B Q2 2026 —
Variable universal life account value, end of period $7.21B As of June 30, 2026 —
Whole Life Insurance in-force, before reinsurance $15.75B As of June 30, 2026 —
Whole Life Insurance in-force, net of reinsurance $2.71B As of June 30, 2026 —
Corporate & Other segment adjusted loss non-GAAP -$31M Q1 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Insurance - Life — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BHF
Brighthouse Financial, Inc.
this stock
$3.08B -17.8% +43.2% 4.3 10.8%
CILJF
China Life Insurance Co Ltd
 $97.80B +0.4% — — 0.0%
MFC
Manulife Financial Corp
 $73.51B +19.7% — — 0.8%
MET
Metlife Inc
 $61.44B +20.5% +8.6% 18.5 1.8%
AFL
Aflac Inc
 $61.03B +5.7% -9.3% 13.1 2.5%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
475
% held
95.5%
Net QoQ
-644.1K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
298
View
Short & Settlement
Short Interest Rising
Shares short
6.2M
Days to cover
10.5d
Change
+838.3K sh
View
Short Volume
Short vol %
44%
As of
Aug 19, 2026
Short Total
View
Fails to Deliver
FTD shares
59
Value
$3.7K
As of
Jul 31, 2026
View
Off-Exchange
Off-exchange %
38.1%
Week of
Jul 13, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Jonathan Jackson
Amount
$15.0K–$50.0K
Traded
Apr 14, 2023
View
Financials
Financials
Revenue (FY)
$6.8B
Net income (FY)
$433.0M
EPS diluted
$5.71
View
Buybacks
Authorized
$750.0M
Remaining
$441.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 18, 2026
This year
10
View
Proposed Sales
Value
$492.7K
Shares
8.4K
Filed
Jun 3, 2025
View
Earnings & Events
Earnings Calls
Last call
Nov 7, 2025
View

Performance

5D 20D 120D MTD YTD
BHF -10.9% -15.5% -11.5% -13.9% -17.8%
SPY -0.4% +2.9% +11.6% +3.0% +12.8%
vs SPY -10.5% -18.4% -23.1% -16.9% -30.6%

Capital returns

Buyback program · as of Jun 30, 2026
Authorized
$750.00M
Spent (derived)
$309.00M
Remaining
$441.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1685040 CUSIP 10922N103 13F (30d) 412 filings 410 filers Visit website Investor relations

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