Stock Fundamentals

Company Information

Company Name
Brighthouse Financial Inc
Sector
Financial Services
Industry
Insurance - Life
Exchange
NASDAQ
ISIN: US10922N1037
CIK: 0001685040
CUSIP: 10922N103
Currency: USD
Full Time Employees: 1,400
Phone: 980 365 7100
Fiscal Year End: December
IPO Date: Jul 17, 2017
Description:

Brighthouse Financial, Inc. provides annuity and life insurance products in the United States. The company operates through Annuities, Life, and Run-off segments. The Annuities segment offers variable, fixed, index-linked, and income annuities for contract holders' needs for protected wealth accumulation on a tax-deferred basis, wealth transfer, and income security. The Life segment provides term, universal, whole, and variable life products for policyholders' needs for financial security and protected wealth transfer. The Run-off segment manages universal life with secondary guarantees, structured settlements, pension risk transfer contracts, various company-owned life insurance policies, and funding agreements. Brighthouse Financial, Inc. was founded in 1863 and is headquartered in Charlotte, North Carolina.

Address:

11225 North Community House Road, Charlotte, NC, United States, 28277

Directors & Officers

Name Title Year Born
Mr. Eric Thomas Steigerwalt President, CEO & Director 1962
Mr. Edward Allen Spehar Jr. Executive VP & CFO 1965
Mr. Myles Joseph Lambert Executive VP & COO 1975
Mr. John Lloyd Rosenthal C.F.A. Executive VP & Chief Investment Officer 1961
Ms. Allie Lin Executive VP & General Counsel 1978
Ms. Melissa Bush Pavlovich Chief Accounting Officer 1973
Dr. Jeff Hughes Executive VP & CTO NA
Ms. Dana Amante Head of Investor Relations NA
Ms. Vonda R. Huss Executive VP & Chief Human Resources Officer 1967
Mr. David Alan Rosenbaum Executive VP and Head of Product & Underwriting 1976

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 6.06M Sep 30, 2025 10.59% $0.01 11.14%
Vanguard Group Inc 5.41M Dec 31, 2025 9.46% $0.01 -2.29%
Dimensional Fund Advisors, Inc. 3.50M Dec 31, 2025 6.11% $0.05 1.31%
UBS Group AG 3.41M Sep 30, 2025 5.97% $0.03 98.08%
American Century Companies Inc 2.34M Dec 31, 2025 4.09% $0.08 5.93%
State Street Corp 2.11M Sep 30, 2025 3.70% $0.00 -3.81%
AQR Capital Management LLC 1.40M Sep 30, 2025 2.44% $0.05 190.68%
Geode Capital Management, LLC 1.07M Sep 30, 2025 1.86% $0.00 2.16%
Victory Capital Management Inc. 909.41K Sep 30, 2025 1.59% $0.03 -7.92%
Soros Fund Management LLC 774.26K Dec 31, 2025 1.35% $0.58 19.46%
FMR Inc 737.46K Dec 31, 2025 1.29% $0.00 -58.52%
First Trust Advisors L.P. 686.72K Sep 30, 2025 1.20% $0.03 33.58%
Northern Trust Corp 604.99K Sep 30, 2025 1.06% $0.00 -7.41%
Cnh Partners, LLC 566.15K Dec 31, 2025 0.99% $0.77 0.00%
Millennium Management LLC 561.13K Sep 30, 2025 0.98% $0.01 530.32%
Morgan Stanley - Brokerage Accounts 506.98K Sep 30, 2025 0.89% $0.00 -12.77%
Charles Schwab Investment Management Inc 506.71K Dec 31, 2025 0.89% $0.01 7.43%
Marshall Wace Asset Management Ltd 500.80K Sep 30, 2025 0.88% $0.03 -43.79%
Bank of America Corp 500.65K Sep 30, 2025 0.88% $0.00 55.12%
Bank of New York Mellon Corp 459.68K Sep 30, 2025 0.80% $0.00 -3.96%

Shares Statistics

Shares Outstanding: 57.18M
Shares Float: 56.44M
% Insiders: 122.90%
% Institutions: 9,148.40%
Short % Float: 16.59%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 BlackRock Inc 6.06M 10.59% ▲ 11.14% Sep 30, 2025
2 Vanguard Group Inc 5.41M 9.46% ▼ 2.29% Dec 31, 2025
3 Dimensional Fund Advisors, Inc. 3.50M 6.11% ▲ 1.31% Dec 31, 2025
4 UBS Group AG 3.41M 5.97% ▲ 98.08% Sep 30, 2025
5 American Century Companies Inc 2.34M 4.09% ▲ 5.93% Dec 31, 2025
6 State Street Corp 2.11M 3.70% ▼ 3.81% Sep 30, 2025
7 AQR Capital Management LLC 1.40M 2.44% ▲ 190.68% Sep 30, 2025
8 Geode Capital Management, LLC 1.07M 1.86% ▲ 2.16% Sep 30, 2025
9 Victory Capital Management Inc. 909.41K 1.59% ▼ 7.92% Sep 30, 2025
10 Soros Fund Management LLC 774.26K 1.35% ▲ 19.46% Dec 31, 2025

Valuation Metrics

Enterprise Value: $4.33B
Trailing P/E: 4.21
Forward P/E: 2.94

Financial Highlights

Market Cap: $3.43B
EBITDA: $2.22B
P/E Ratio: $4.21
PEG Ratio: $0.00
Book Value: $118.38
Earnings/Share: $14.24
Profit Margin: 6.23%
Operating Margin: 21.29%
ROA (TTM): 0.21%
ROE (TTM): 7.39%
Revenue (TTM): $6.95B
Revenue/Share (TTM): $120.78
Earnings Growth (YOY): -82.10%
Revenue Growth (YOY): -31.60%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 N/A 0.00x 0.97x 3.12x 0.00x
2024-12-31 6.73x 0.64x 0.98x 2.78x 5.50x
2023-12-31 6.43x 1.42x 0.98x -9.63x -5.31x
2022-12-31 596.39x 0.58x 0.98x 30.93x 0.65x
2021-12-31 1,775.68x 0.20x 0.02x -4.04x -4.76x
2020-12-31 841.29x 0.19x 0.02x -9.98x -1.87x
2019-12-31 5,340.88x 0.27x 0.03x -7.57x -3.02x
2018-12-31 80,591.00x 0.32x 0.93x 6.26x 3.93x
2017-12-31 90.34x 0.31x 0.93x -4.02x -10.00x
2016-12-31 2.69x 0.47x 0.93x -26.89x -1.55x
2015-12-31 1.92x 0.15x 0.93x 8.60x 1.57x
2014-12-31 229.00x 0.31x 0.92x N/A 3.53x
2013-12-31 N/A N/A N/A N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jun 02, 2025 Vonda Huss N/A Sale 3.00K $59.51 $178.53K

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