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 J.D. Executive VP, General Counsel & Corporate Secretary 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

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

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 5.41M Dec 31, 2025 9.42% $0.01 -2.29%
BlackRock Inc 5.27M Mar 31, 2026 9.18% $0.01 -1.67%
UBS Group AG 3.73M Mar 31, 2026 6.50% $0.03 47.05%
Dimensional Fund Advisors, Inc. 3.56M Mar 31, 2026 6.19% $0.04 1.74%
American Century Companies Inc 2.59M Mar 31, 2026 4.51% $0.08 10.72%
Vanguard Capital Management, LLC 2.57M Mar 31, 2026 4.47% $0.00 0.00%
Vanguard Portfolio Management, LLC 2.50M Mar 31, 2026 4.35% $0.01 0.00%
Glazer Capital, LLC 2.39M Mar 31, 2026 4.16% $3.04 36.85%
State Street Corp 1.94M Mar 31, 2026 3.38% $0.00 -1.72%
Millennium Management LLC 1.53M Mar 31, 2026 2.66% $0.04 169.16%
Morgan Stanley - Brokerage Accounts 1.29M Mar 31, 2026 2.24% $0.00 1.76%
Geode Capital Management, LLC 1.10M Mar 31, 2026 1.92% $0.00 2.77%
Cnh Partners, LLC 849.76K Mar 31, 2026 1.48% $0.84 50.09%
Soros Fund Management LLC 846.79K Mar 31, 2026 1.47% $0.56 9.37%
AllianceBernstein L.P. 833.52K Mar 31, 2026 1.45% $0.02 38.51%
Franklin Resources Inc 773.27K Mar 31, 2026 1.35% $0.01 53.86%
Citigroup Inc 683.40K Mar 31, 2026 1.19% $0.02 46.44%
The Goldman Sachs Group Inc 653.99K Mar 31, 2026 1.14% $0.00 119.29%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 642.80K Mar 31, 2026 1.12% $0.06 64.48%
Northern Trust Corp 598.90K Mar 31, 2026 1.04% $0.00 3.76%

Shares Statistics

Shares Outstanding: 57.45M
Shares Float: 56.58M
% Insiders: 142.00%
% Institutions: 9,511.70%
Short % Float: 11.73%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Avantis US Small Cap Value ETF 2.14M 3.73% ▲ 0.06% May 30, 2026
2 iShares Core S&P Mid-Cap ETF 1.94M 3.38% ▲ 0.02% May 29, 2026
3 Vanguard Total Stock Mkt Idx Inv 1.82M 3.17% ▲ 0.21% Apr 30, 2026
4 Vanguard Small Cap Index 1.32M 2.29% ▼ 0.24% Apr 30, 2026
5 Vanguard Small Cap Value Index Inv 846.24K 1.47% ▲ 0.72% Apr 30, 2026
6 DFA US Small Cap Value I 761.91K 1.33% ▲ 0.00% Apr 30, 2026
7 Vanguard Institutional Extnd Mkt Idx Tr 645.74K 1.12% ▲ 1.04% Apr 30, 2026
8 Franklin Mutual Quest Z 621.03K 1.08% ▲ 0.00% Apr 30, 2026
9 NexPoint Merger Arbitrage Z 548.39K 0.95% ▲ 0.00% Dec 31, 2025
10 DFA US Targeted Value I 462.06K 0.80% ▲ 1.40% Apr 30, 2026

Valuation Metrics

Enterprise Value: $6.53B
Trailing P/E: 0.00
Forward P/E: 3.39

Financial Highlights

Market Cap: $3.62B
EBITDA: $2.22B
PEG Ratio: $0.00
Book Value: $96.85
Earnings/Share: $-3.07
Profit Margin: -1.07%
Operating Margin: -63.37%
ROA (TTM): 0.05%
ROE (TTM): -1.10%
Revenue (TTM): $6.09B
Revenue/Share (TTM): $106.29
Earnings Growth (YOY): -82.10%
Revenue Growth (YOY): -36.20%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

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

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 N/A 0.47x 0.97x 3.12x 5.04x
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 3.10x 0.58x 0.98x 30.93x 0.65x
2021-12-31 1,775.68x 0.01x 0.02x -4.04x -4.76x
2020-12-31 841.29x 0.01x 0.02x -9.98x -1.87x
2019-12-31 5,340.88x 0.02x 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

📦 Raw API Data (JSON Explorer)

Watchlist

0

No stocks in watchlist

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about BHF.US!