BHF RSI Chart
Last 7 days
5.4%
Last 30 days
4.7%
Last 90 days
-3.8%
Trailing 12 Months
15.9%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 6.2B | 5.5B | 4.8B | 4.1B |
2022 | 5.5B | 5.9B | 6.4B | 6.9B |
2021 | 5.8B | 3.1B | 5.3B | 5.0B |
2020 | 14.8B | 12.7B | 10.6B | 8.5B |
2019 | 7.8B | 8.5B | 10.3B | 6.6B |
2018 | 7.7B | 7.4B | 6.8B | 9.0B |
2017 | 4.0B | 4.9B | 5.9B | 6.8B |
2016 | 7.4B | 6.0B | 4.5B | 3.0B |
2015 | 0 | 0 | 0 | 8.9B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 01, 2024 | rosenthal john | acquired | - | - | 11,542 | evp & chief investment officer |
Mar 01, 2024 | huss vonda | acquired | - | - | 6,010 | evp & chief hr officer |
Mar 01, 2024 | lin allie | acquired | - | - | 2,559 | evp & general counsel |
Mar 01, 2024 | steigerwalt eric t | acquired | - | - | 34,649 | president and ceo |
Mar 01, 2024 | huss vonda | sold (taxes) | -334,291 | 46.16 | -7,242 | evp & chief hr officer |
Mar 01, 2024 | steigerwalt eric t | sold (taxes) | -2,508,430 | 46.16 | -54,342 | president and ceo |
Mar 01, 2024 | spehar edward a. | sold (taxes) | -695,816 | 46.16 | -15,074 | evp & chief financial officer |
Mar 01, 2024 | lin allie | sold (taxes) | -78,841 | 46.16 | -1,708 | evp & general counsel |
Mar 01, 2024 | rosenthal john | sold (taxes) | -772,349 | 46.16 | -16,732 | evp & chief investment officer |
Mar 01, 2024 | lambert myles | sold (taxes) | -586,232 | 46.16 | -12,700 | evp,chief mktg.& dist. officer |
Which funds bought or sold BHF recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 23, 2024 | Louisiana State Employees Retirement System | added | 2.78 | 930 | 953,490 | 0.02% |
Apr 23, 2024 | CGC Financial Services, LLC | unchanged | - | -12.00 | 464 | -% |
Apr 23, 2024 | AMALGAMATED BANK | reduced | -12.06 | -326,000 | 1,944,000 | 0.02% |
Apr 23, 2024 | BFSG, LLC | unchanged | - | -4,361 | 162,867 | 0.02% |
Apr 23, 2024 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | unchanged | - | -3.00 | 49.00 | -% |
Apr 23, 2024 | WETZEL INVESTMENT ADVISORS, INC. | sold off | -100 | - | - | -% |
Apr 23, 2024 | Gradient Investments LLC | reduced | -14.89 | -425 | 2,062 | -% |
Apr 23, 2024 | Global Retirement Partners, LLC | unchanged | - | 184 | 5,463 | -% |
Apr 23, 2024 | FIFTH THIRD BANCORP | reduced | -7.6 | -4,809 | 43,242 | -% |
Apr 23, 2024 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD | unchanged | - | -19,000 | 722,000 | 0.03% |
Unveiling Brighthouse Financial Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Brighthouse Financial Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
ARGO | 1.0T | 1.3B | -4.8K | 757.88 | ||||
AJG | 51.6B | 10.1B | 53.16 | 5.12 | ||||
AIG | 51.0B | 46.8B | 14.01 | 1.09 | ||||
TRV | 49.1B | 42.9B | 15.63 | 1.14 | ||||
AFL | 48.3B | 18.7B | 10.37 | 2.58 | ||||
ACGL | 35.1B | 13.6B | 7.9 | 2.57 | ||||
AFG | 10.8B | 7.8B | 12.73 | 1.39 | ||||
MID-CAP | ||||||||
UNM | 9.9B | 12.4B | 7.73 | 0.8 | ||||
AIZ | 9.2B | 11.1B | 14.27 | 0.82 | ||||
LNC | 4.9B | 11.6B | -6.48 | 0.42 | ||||
AEL | 4.5B | 2.8B | 21.22 | 1.58 | ||||
SMALL-CAP | ||||||||
BRP | 1.7B | 1.2B | -18.68 | 1.38 | ||||
AMSF | 974.0M | 306.9M | 15.68 | 3.17 | ||||
AMBC | 661.7M | 269.0M | 147.04 | 2.46 | ||||
AAME | 39.2M | 186.8M | -229.08 | 0.21 |
Brighthouse Financial Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | 19.7% | 1,400,000,000 | 1,170,000,000 | 263,000,000 | 1,284,000,000 | 1,202,500,000 | 1,121,000,000 | 3,866,000,000 | 2,013,000,000 | 2,262,500,000 | 2,512,000,000 | 1,676,000,000 | 938,000,000 | 131,000,000 | 309,000,000 | 4,647,000,000 | 8,985,000,000 | 306,000,000 | 3,187,000,000 | 2,370,000,000 | 691,000,000 | 4,026,000,000 |
Operating Expenses | 10.8% | 524,000,000 | 473,000,000 | 502,000,000 | 478,000,000 | 489,000,000 | 495,000,000 | 592,000,000 | 509,000,000 | 700,000,000 | 579,000,000 | 608,000,000 | 562,000,000 | 679,000,000 | 580,000,000 | 577,000,000 | 517,000,000 | 667,000,000 | 611,000,000 | 621,000,000 | 592,000,000 | 601,000,000 |
EBITDA Margin | -1316.9% | -0.32 | -0.02 | -0.93 | -0.43 | 0.00 | 0.77 | 0.82 | 0.50 | -0.01 | -0.26 | -1.87 | -1.43 | - | - | - | - | - | - | - | - | - |
Interest Expenses | 885.7% | 69,000,000 | 7,000,000 | 69,000,000 | 6,000,000 | 69,000,000 | 6,000,000 | 71,000,000 | 6,000,000 | 72,000,000 | 7,000,000 | 75,000,000 | 6,000,000 | 91,000,000 | 7,000,000 | 73,000,000 | 15,000,000 | 79,000,000 | 16,000,000 | 80,000,000 | 12,000,000 | 76,000,000 |
Income Taxes | -336.7% | -258,000,000 | 109,000,000 | -62,000,000 | -156,000,000 | -97,000,000 | 97,000,000 | 432,000,000 | 416,000,000 | 451,000,000 | 105,000,000 | -10,000,000 | -185,000,000 | -275,000,000 | -850,000,000 | -531,000,000 | 1,293,000,000 | - | 119,000,000 | 85,000,000 | -218,000,000 | - |
Earnings Before Taxes | -299.0% | -1,174,000,000 | 590,000,000 | -237,000,000 | -653,000,000 | 40,000,000 | 512,000,000 | 2,177,000,000 | 2,003,000,000 | 2,266,000,000 | 490,000,000 | 21,000,000 | -768,000,000 | -1,306,000,000 | -3,843,000,000 | -2,522,000,000 | 6,252,000,000 | -1,372,000,000 | 804,000,000 | 469,000,000 | -953,000,000 | 1,787,000,000 |
EBT Margin | -561.8% | -0.36 | -0.05 | -0.95 | -0.46 | -0.03 | 0.74 | 0.80 | 0.47 | -0.04 | -0.30 | -1.93 | -1.46 | - | - | - | - | - | - | - | - | - |
Net Income | -291.4% | -917,000,000 | 479,000,000 | -175,000,000 | -499,000,000 | 136,000,000 | 413,000,000 | 1,745,000,000 | 1,585,000,000 | 1,813,000,000 | 383,000,000 | 31,000,000 | -583,000,000 | -1,033,000,000 | -2,995,000,000 | -1,991,000,000 | 4,959,000,000 | -1,070,000,000 | 683,000,000 | 384,000,000 | -735,000,000 | 1,442,000,000 |
Net Income Margin | -2100.2% | -0.27 | -0.01 | -0.02 | 0.29 | 0.56 | 0.87 | 0.93 | 0.70 | 0.33 | -0.23 | -1.50 | -1.14 | - | - | - | - | - | - | - | - | - |
Free Cashflow | -55.2% | 152,000,000 | 339,000,000 | -128,000,000 | -500,000,000 | -149,000,000 | -962,000,000 | 159,000,000 | -199,000,000 | 102,000,000 | 575,000,000 | 173,000,000 | -104,000,000 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 5.7% | 236,340 | 223,516 | 231,545 | 230,002 | 224,847 | 221,641 | 228,211 | 245,052 | 262,257 | 254,691 | 253,856 | 241,937 | 247,869 | 239,681 | 235,367 | 223,953 | 227,259 | 225,876 | 221,212 | 216,430 | 206,294 |
Cash Equivalents | 0.3% | 3,851 | 3,839 | 3,737 | 3,685 | 4,115 | 4,793 | 5,071 | 4,101 | 4,474 | 4,108 | 4,882 | 4,025 | 4,108 | 6,189 | 7,325 | 8,930 | 2,877 | 4,289 | 3,981 | 3,864 | 4,145 |
Liabilities | 5.4% | 231,332 | 219,382 | 226,573 | 224,183 | 219,249 | 215,762 | 217,955 | 232,173 | 253,807 | 238,595 | 237,676 | 226,855 | 229,781 | 221,350 | 214,393 | 203,514 | 211,022 | 208,116 | 204,871 | 201,366 | 191,811 |
Long Term Debt | 0.0% | 3,156 | 3,157 | 3,156 | 3,157 | 3,156 | 3,156 | 3,157 | 3,157 | 3,157 | 3,436 | 3,436 | 3,435 | 3,436 | 3,979 | 3,979 | 4,365 | 4,365 | 4,365 | 4,365 | 4,364 | 3,963 |
Shareholder's Equity | 21.5% | 4,943 | 4,069 | 4,972 | 5,819 | 5,533 | 4,666 | 7,246 | 7,288 | 8,450 | 16,096 | 16,180 | 15,082 | 18,088 | 18,331 | 20,974 | 20,439 | 16,237 | 17,760 | 16,341 | 15,064 | 14,483 |
Retained Earnings | -155.4% | -1,507 | -590 | -1,069 | -894 | -395 | 304 | 981 | -2.00 | -4,274 | -705 | -1,088 | -1,119 | -534 | 511 | 3,523 | 5,521 | 585 | 1,662 | 986 | 609 | 1,346 |
Additional Paid-In Capital | -0.1% | 14,004 | 14,022 | 14,039 | 14,054 | 14,075 | 14,095 | 14,113 | 14,133 | 14,154 | 13,830 | 13,842 | 13,858 | 13,878 | 13,314 | 13,307 | 12,911 | 12,908 | 12,897 | 12,893 | 12,889 | 12,473 |
Shares Outstanding | -1.9% | 64.00 | 65.00 | 66.00 | 67.00 | 68.00 | 70.00 | 73.00 | 76.00 | 78.00 | 81.00 | 84.00 | 87.00 | - | - | - | - | - | - | - | - | - |
Minority Interest | 0% | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 | 65.00 |
Float | - | - | - | 3,100 | - | - | - | 3,000 | - | - | - | 3,800 | - | - | - | 2,600 | - | - | - | 4,100 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -55.2% | 152 | 339 | -128 | -500 | -226 | -962 | 159 | -199 | -3.00 | 575 | 173 | -104 | 373 | 48.00 | 371 | 96.00 | 506 | 513 | 433 | 376 | 1,566 |
Cashflow From Investing | 44.0% | -552 | -985 | -334 | -1,325 | -680 | -2,577 | -2,500 | -2,519 | -2,573 | -5,253 | -4,212 | -200 | -1,659 | -2,059 | -641 | -1,484 | -1,642 | -2,767 | -1,660 | -1,272 | -1,069 |
Cashflow From Financing | -44.9% | 412 | 748 | 514 | 1,395 | 228 | 3,261 | 3,311 | 2,345 | 2,942 | 3,904 | 4,896 | 221 | -795 | 875 | -1,335 | 7,441 | -276 | 2,562 | 1,344 | 615 | 1,504 |
Buy Backs | -6.2% | 60.00 | 64.00 | 64.00 | 62.00 | 93.00 | 136 | 132 | 127 | 158 | 149 | 124 | 68.00 | 97.00 | 54.00 | 180 | 142 | 128 | 126 | 136 | 52.00 | 63.00 |
Consolidated Statements of Operations - USD ($) $ in Millions | 3 Months Ended | 12 Months Ended | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Dec. 31, 2023 | Sep. 30, 2023 | Jun. 30, 2023 | Mar. 31, 2023 | Dec. 31, 2022 | Sep. 30, 2022 | Jun. 30, 2022 | Mar. 31, 2022 | Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Revenues | |||||||||||
Premiums | $ 828 | $ 662 | $ 707 | ||||||||
Universal life and investment-type product policy fees | 2,295 | 2,435 | 2,980 | ||||||||
Net investment income | 4,664 | 4,138 | 4,881 | ||||||||
Other revenues | 483 | 478 | 450 | ||||||||
Net investment gains (losses) | (246) | (248) | (59) | ||||||||
Net derivative gains (losses) | (3,907) | (592) | (3,983) | ||||||||
Total revenues | $ 1,400 | $ 1,170 | $ 263 | $ 1,284 | $ (127) | $ 1,121 | $ 3,866 | $ 2,013 | 4,117 | 6,873 | 4,976 |
Expenses | |||||||||||
Policyholder benefits and claims (including liability remeasurement gains (losses) of ($234), $137, ($50), respectively) | 2,676 | 2,193 | 2,746 | ||||||||
Interest credited to policyholder account balances | 1,825 | 1,338 | 1,269 | ||||||||
Amortization of deferred policy acquisition costs and value of business acquired | 620 | 629 | 637 | ||||||||
Change in market risk benefits | (1,507) | (4,104) | (4,134) | ||||||||
Other expenses | 1,977 | 2,085 | 2,449 | ||||||||
Total expenses | 2,574 | 580 | 500 | 1,937 | (167) | 609 | 1,689 | 10 | 5,591 | 2,141 | 2,967 |
Income (loss) before provision for income tax | (1,474) | 4,732 | 2,009 | ||||||||
Provision for income tax expense (benefit) | (367) | 848 | 361 | ||||||||
Net income (loss) | (916) | 481 | (175) | (497) | 137 | 415 | 1,745 | 1,587 | (1,107) | 3,884 | 1,648 |
Less: Net income (loss) attributable to noncontrolling interests | 1 | 2 | 0 | 2 | 1 | 2 | 0 | 2 | 5 | 5 | 5 |
Net income (loss) attributable to Brighthouse Financial, Inc. | (917) | 479 | (175) | (499) | 136 | 413 | 1,745 | 1,585 | (1,112) | 3,879 | 1,643 |
Less: Preferred stock dividends | 25 | 26 | 25 | 26 | 26 | 25 | 26 | 27 | 102 | 104 | 89 |
Net income (loss) available to Brighthouse Financial, Inc.’s common shareholders | $ (942) | $ 453 | $ (200) | $ (525) | $ 110 | $ 388 | $ 1,719 | $ 1,558 | $ (1,214) | $ 3,775 | $ 1,554 |
Earnings per common share | |||||||||||
Basic | $ (14.70) | $ 6.92 | $ (3.01) | $ (7.72) | $ 1.61 | $ 5.42 | $ 23.04 | $ 20.27 | $ (18.39) | $ 51.73 | $ 18.54 |
Diluted | $ (14.70) | $ 6.89 | $ (3.01) | $ (7.72) | $ 1.59 | $ 5.39 | $ 22.91 | $ 20.11 | $ (18.39) | $ 51.30 | $ 18.39 |
Consolidated Balance Sheets - USD ($) $ in Millions | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Investments: | ||
Fixed maturity securities available-for-sale, at estimated fair value (amortized cost: $87,131 and $84,344, respectively; allowance for credit losses of $21 and $7, respectively) | $ 80,991 | $ 75,577 |
Equity securities, at estimated fair value | 102 | 89 |
Mortgage loans (net of allowance for credit losses of $137 and $119, respectively) | 22,508 | 22,936 |
Policy loans | 1,331 | 1,282 |
Limited partnerships and limited liability companies | 4,946 | 4,775 |
Short-term investments, principally at estimated fair value | 1,169 | 1,081 |
Other invested assets, principally at estimated fair value (net of allowance for credit losses of $13 and $13, respectively) | 4,409 | 2,852 |
Total investments | 115,456 | 108,592 |
Cash and cash equivalents | 3,851 | 4,115 |
Accrued investment income | 1,183 | 885 |
Premiums, reinsurance and other receivables (net of allowance for credit losses of $3 and $10, respectively) | 19,761 | 18,548 |
Deferred policy acquisition costs and value of business acquired | 4,872 | 5,084 |
Current income tax recoverable | 27 | 38 |
Deferred income tax asset | 1,893 | 1,736 |
Market risk benefit assets | 656 | 483 |
Other assets | 370 | 401 |
Separate account assets | 88,271 | 84,965 |
Total assets | 236,340 | 224,847 |
Liabilities | ||
Future policy benefits | 32,569 | 31,497 |
Policyholder account balances | 81,068 | 73,527 |
Market risk benefit liabilities | 10,323 | 10,389 |
Other policy-related balances | 3,836 | 4,098 |
Payables for collateral under securities loaned and other transactions | 3,670 | 4,560 |
Long-term debt | 3,156 | 3,156 |
Other liabilities | 8,439 | 7,057 |
Separate account liabilities | 88,271 | 84,965 |
Total liabilities | 231,332 | 219,249 |
Contingencies, Commitments and Guarantees (Note 18) | ||
Brighthouse Financial, Inc.’s stockholders’ equity: | ||
Preferred stock, par value $0.01 per share; $1,753 aggregate liquidation preference | 0 | 0 |
Common stock, par value $0.01 per share; 1,000,000,000 shares authorized; 122,818,568 and 122,153,422 shares issued, respectively; 63,503,355 and 68,278,068 shares outstanding, respectively | 1 | 1 |
Additional paid-in capital | 14,004 | 14,075 |
Retained earnings (deficit) | (1,507) | (395) |
Treasury stock, at cost; 59,315,213 and 53,875,354 shares, respectively | (2,309) | (2,042) |
Accumulated other comprehensive income (loss) | (5,246) | (6,106) |
Total Brighthouse Financial, Inc.’s stockholders’ equity | 4,943 | 5,533 |
Noncontrolling interests | 65 | 65 |
Total equity | 5,008 | 5,598 |
Total liabilities and equity | $ 236,340 | $ 224,847 |