Last 7 days
-2.0%
Last 30 days
-22.3%
Last 90 days
-22.8%
Trailing 12 Months
-19.9%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MET | 43.5B | 69.9B | -22.26% | -19.90% | 17.14 | 0.62 | -1.66% | -61.26% |
PRU | 38.7B | 60.0B | -19.83% | -31.95% | 125.56 | 0.61 | -15.34% | -118.62% |
TRV | 38.6B | 36.9B | -9.77% | -9.50% | 13.59 | 1.05 | 5.94% | -22.39% |
RE | 24.4B | 12.1B | -9.44% | 18.99% | 40.95 | 2.03 | 1.63% | -56.71% |
ATH | 17.0B | 7.6B | - | - | -9.57 | 0.74 | -71.04% | -207.85% |
GL | 11.4B | 5.2B | -11.08% | 6.55% | 15.43 | 2.19 | 2.00% | -0.71% |
MID-CAP | ||||||||
PRI | 6.0B | 2.7B | -9.25% | 22.62% | 15.97 | 2.19 | 0.38% | -0.09% |
LNC | 3.6B | 18.8B | -34.02% | -68.17% | -1.6 | 0.19 | -2.32% | -258.51% |
AEL | 3.0B | 1.4B | -11.34% | -8.75% | 2.46 | 2.12 | -61.63% | 157.59% |
BHF | 2.9B | 8.5B | -25.52% | -20.81% | 574.08 | 0.34 | 18.64% | 104.63% |
GNW | 2.4B | 7.5B | -20.61% | 30.10% | 4.02 | 0.33 | -4.15% | -32.63% |
SMALL-CAP | ||||||||
VERY | 119.9M | 101.8M | 15.75% | 57.38% | -7.08 | 1.18 | -19.68% | 11.97% |
AAME | 49.1M | 192.4M | 3.33% | -12.98% | 15.61 | 0.26 | -8.30% | -76.65% |
NSEC | 41.4M | - | 0.80% | 56.55% | -121.51 | 0.63 | - | - |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | -5.1% | 69,898 | 73,671 | 68,306 | 71,274 | 71,080 |
Operating Expenses | -0.5% | 12,034 | 12,097 | 12,658 | 12,456 | 12,586 |
S&GA Expenses | 0.1% | 5,270 | 5,264 | 5,463 | - | - |
EBITDA | 12.8% | 3,764 | 3,337 | 4,970 | 9,461 | - |
EBITDA Margin | 18.9% | 0.05* | 0.05* | 0.07* | 0.13* | - |
Earnings Before Taxes | 17.3% | 2,859 | 2,438 | 4,061 | 8,550 | 8,126 |
EBT Margin | 23.6% | 0.04* | 0.03* | 0.06* | 0.12* | - |
Interest Expenses | 0.7% | 905 | 899 | 909 | 911 | 914 |
Net Income | 5.5% | 2,539 | 2,406 | 3,595 | 6,870 | 6,554 |
Net Income Margin | 11.2% | 0.04* | 0.03* | 0.05* | 0.10* | - |
Free Cahsflow | -17.5% | 13,204 | 16,010 | 15,238 | 13,054 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 2.5% | 666,611 | 650,104 | 662,893 | 724,284 | 759,708 |
Cash Equivalents | -9.0% | 20,195 | 22,200 | 20,548 | 23,488 | 20,047 |
Goodwill | 3.2% | 9,297 | 9,005 | 9,151 | 9,510 | 9,535 |
Liabilities | 2.3% | 639,324 | 624,774 | 625,526 | 670,047 | 691,959 |
. Short Term Borrowings | -4.4% | 175 | 183 | 196 | 323 | 341 |
Shareholder's Equity | 7.8% | 27,040 | 25,076 | 37,367 | 54,237 | 67,482 |
Retained Earnings | 2.2% | 41,953 | 41,032 | 41,101 | 41,406 | 41,197 |
Additional Paid-In Capital | 0.1% | 33,616 | 33,589 | 33,548 | 33,531 | 33,511 |
Shares Outstanding | -1.0% | 779 | 787 | 798 | 815 | 826 |
Minority Interest | -2.8% | 247 | 254 | 266 | 272 | 267 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | -17.5% | 13,204 | 16,010 | 15,238 | 13,054 | 12,596 |
Cashflow From Investing | 50.4% | -2,620 | -5,285 | -9,453 | -10,559 | -11,187 |
Cashflow From Financing | -49.9% | -10,108 | -6,742 | -9,625 | 1,140 | -1,375 |
Dividend Payments | -0.7% | 1,598 | 1,610 | 1,623 | 1,636 | 1,647 |
Buy Backs | -14.8% | 3,326 | 3,906 | 4,247 | 4,244 | 4,303 |
39.6%
19.6%
18.9%
Y-axis is the maximum loss one would have experienced if Metlife was unfortunately bought at previous high price.
8.5%
9.1%
7.7%
26.0%
FIve years rolling returns for Metlife.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-23 | MetLife Investment Management, LLC | reduced | -3.22 | 1,647,700 | 12,459,000 | 0.10% |
2023-03-23 | ETF MANAGERS GROUP, LLC | added | 4.27 | 144,602 | 743,602 | 0.04% |
2023-03-17 | American Portfolios Advisors | reduced | -3.31 | -22,261 | 325,267 | 0.01% |
2023-03-15 | B. Riley Wealth Advisors, Inc. | reduced | -2.58 | 116,220 | 924,220 | 0.03% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | reduced | -6.57 | 8,485,010 | 83,929,000 | 0.09% |
2023-03-10 | MATHER GROUP, LLC. | reduced | -1.71 | 50,060 | 345,060 | 0.01% |
2023-03-08 | Capital Asset Advisory Services LLC | reduced | -18.16 | 13,413 | 1,179,410 | 0.09% |
2023-03-07 | Great Lakes Retirement, Inc. | new | - | 6,172,190 | 6,172,190 | 1.58% |
2023-03-07 | Nordwand Advisors, LLC | new | - | 7,708,490 | 7,708,490 | 0.96% |
2023-03-06 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | reduced | -1.08 | 424,706 | 2,810,710 | 1.07% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 23, 2023 | board of directors of metlife inc | 15.9% | 122,923,807 | SC 13D/A | |
Feb 14, 2023 | dodge & cox | 6.8% | 53,583,210 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 7.08% | 55,519,588 | SC 13G/A | |
Jan 31, 2023 | blackrock inc. | 7.1% | 55,514,415 | SC 13G/A | |
May 05, 2022 | board of directors of metlife inc | 15.6% | 127,128,424 | SC 13D/A | |
Feb 14, 2022 | dodge & cox | 7.0% | 58,725,183 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 6.77% | 56,951,725 | SC 13G/A | |
Feb 03, 2022 | blackrock inc. | 8.5% | 71,686,373 | SC 13G/A | |
Nov 09, 2021 | board of directors of metlife inc | 15.5% | 130,169,694 | SC 13D/A | |
Aug 06, 2021 | board of directors of metlife inc | 15.4% | 131,995,674 | SC 13D/A |
Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
---|---|---|---|---|---|
Very Low Inflation | - - | 6.33 -88.67% | 22.20 -60.25% | 60.97 9.17% | 81.34 45.64% |
Current Inflation | 9.70 -82.63% | 1.72 -96.92% | 15.19 -72.80% | 47.69 -14.61% | 64.72 15.88% |
Very High Inflation | - - | - - | 6.75 -87.91% | 32.20 -42.35% | 45.51 -18.51% |
Date Filed | Form Type | Document | |
---|---|---|---|
Mar 23, 2023 | 13F-HR | Fund Holdings Report | |
Mar 23, 2023 | 13F-HR/A | Fund Holdings Report | |
Mar 23, 2023 | 13F-HR/A | Fund Holdings Report | |
Mar 23, 2023 | 13F-HR/A | Fund Holdings Report | |
Mar 23, 2023 | 13F-HR/A | Fund Holdings Report | |
Mar 23, 2023 | 13F-HR/A | Fund Holdings Report | |
Mar 23, 2023 | 13F-HR | Fund Holdings Report | |
Mar 23, 2023 | 13F-HR | Fund Holdings Report | |
Mar 23, 2023 | 13F-HR | Fund Holdings Report | |
Mar 23, 2023 | 13F-HR | Fund Holdings Report |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-03-14 | HUBBARD ROBERT GLENN | acquired | 37,686 | 59.07 | 638 | - |
2023-03-14 | Kennard William E | acquired | 17,130 | 59.07 | 290 | - |
2023-03-14 | KELLY EDWARD J III | acquired | 14,413 | 59.07 | 244 | - |
2023-03-14 | GRISE CHERYL W | acquired | 36,150 | 59.07 | 612 | - |
2023-03-14 | MCKENZIE DIANA | acquired | 7,147 | 59.07 | 121 | - |
2023-03-14 | Kinney Catherine R | acquired | 17,602 | 59.07 | 298 | - |
2023-03-14 | Herzog David L | acquired | 2,835 | 59.07 | 48.00 | - |
2023-03-14 | HASSELL GERALD L | acquired | 8,447 | 59.07 | 143 | - |
2023-03-02 | PAPPAS BILL | sold | -202,733 | 70.96 | -2,857 | evp, global tech. & ops. |
2023-03-01 | GAUSTER STEPHEN W | sold (taxes) | -155,084 | 71.27 | -2,176 | evp & general counsel |
Consolidated Statements of Operations - USD ($) $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
Revenues | |||
Premiums | $ 49,397 | $ 42,009 | $ 42,034 |
Universal life and investment-type product policy fees | 5,585 | 5,756 | 5,603 |
Net investment income | 15,916 | 21,395 | 17,117 |
Other revenues | 2,634 | 2,619 | 1,849 |
Net investment gains (losses) | (1,262) | 1,529 | (110) |
Net derivative gains (losses) | (2,372) | (2,228) | 1,349 |
Total revenues | 69,898 | 71,080 | 67,842 |
Expenses | |||
Policyholder benefits and claims | 50,612 | 43,954 | 41,461 |
Interest credited to policyholder account balances | 3,692 | 5,538 | 5,214 |
Policyholder dividends | 701 | 876 | 1,090 |
Other expenses | 12,034 | 12,586 | 13,150 |
Total expenses | 67,039 | 62,954 | 60,915 |
Income (loss) before provision for income tax | 2,859 | 8,126 | 6,927 |
Provision for income tax expense (benefit) | 301 | 1,551 | 1,509 |
Net income (loss) | 2,558 | 6,575 | 5,418 |
Less: Net income (loss) attributable to noncontrolling interests | 19 | 21 | 11 |
Net income (loss) attributable to MetLife, Inc. | 2,539 | 6,554 | 5,407 |
Less: Preferred stock dividends | 185 | 195 | 202 |
Preferred stock redemption premium | 0 | 6 | 14 |
Net income (loss) available to MetLife, Inc.’s common shareholders | $ 2,354 | $ 6,353 | $ 5,191 |
Net income (loss) available to MetLife, Inc.’s common shareholders per common share: | |||
Basic | $ 2.93 | $ 7.36 | $ 5.72 |
Diluted | $ 2.91 | $ 7.31 | $ 5.68 |
Consolidated Balance Sheets - USD ($) $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 |
---|---|---|
Investments: | ||
Fixed maturity securities available-for-sale, at estimated fair value (net of allowance for credit loss of $183 and $91, respectively); and amortized cost: $306,025 and $310,884, respectively | $ 276,780 | $ 340,274 |
Equity securities, at estimated fair value | 1,684 | 1,269 |
Contractholder-directed equity securities and fair value option securities, at estimated fair value | 9,668 | 12,142 |
Mortgage loans (net of allowance for credit loss of $527 and $634, respectively; includes $0 and $127, respectively, under the fair value option) | 83,763 | 79,353 |
Policy loans | 8,874 | 9,111 |
Real estate and real estate joint ventures (includes $299 and $240, respectively, under the fair value option and $0 and $175, respectively, of real estate held-for-sale) | 13,137 | 12,216 |
Other limited partnership interests | 14,414 | 14,625 |
Short-term investments, principally at estimated fair value | 4,935 | 7,176 |
Other invested assets (net of allowance for credit loss of $26 and $40, respectively; includes $1,926 and $1,930, respectively, of leveraged and direct financing leases; and $326 and $351, respectively, relating to variable interest entities) | 20,038 | 18,655 |
Total investments | 433,293 | 494,821 |
Cash and cash equivalents, principally at estimated fair value | 20,195 | 20,047 |
Accrued investment income | 3,446 | 3,185 |
Premiums, reinsurance and other receivables | 17,461 | 17,149 |
Deferred policy acquisition costs and value of business acquired | 22,983 | 16,061 |
Current income tax recoverable | 42 | 184 |
Deferred income tax assets | 2,830 | 189 |
Goodwill | 9,297 | 9,535 |
Assets held-for-sale | 0 | 7,238 |
Other assets | 11,026 | 11,426 |
Separate account assets | 146,038 | 179,873 |
Total assets | 666,611 | 759,708 |
Liabilities | ||
Future policy benefits | 204,228 | 199,721 |
Policyholder account balances | 203,082 | 203,473 |
Other policy-related balances | 19,651 | 17,751 |
Policyholder dividends payable | 387 | 478 |
Policyholder dividend obligation | 0 | 1,682 |
Payables for collateral under securities loaned and other transactions | 20,937 | 31,920 |
Short-term debt | 175 | 341 |
Long-term debt | 14,647 | 13,933 |
Collateral financing arrangement | 716 | 766 |
Junior subordinated debt securities | 3,158 | 3,156 |
Deferred income tax liability | 325 | 9,693 |
Liabilities held-for-sale | 0 | 6,634 |
Other liabilities | 25,980 | 22,538 |
Separate account liabilities | 146,038 | 179,873 |
Total liabilities | 639,324 | 691,959 |
Contingencies, Commitments and Guarantees (Note 21) | ||
MetLife, Inc.’s stockholders’ equity: | ||
Preferred stock, par value $0.01 per share; $3,905 aggregate liquidation preference | 0 | 0 |
Common stock, par value $0.01 per share; 3,000,000,000 shares authorized; 1,189,831,471 and 1,186,540,473 shares issued, respectively; 779,098,414 and 825,540,267 shares outstanding, respectively | 12 | 12 |
Additional paid-in capital | 33,616 | 33,511 |
Retained earnings | 41,953 | 41,197 |
Treasury stock, at cost; 410,733,057 and 361,000,206 shares, respectively | (21,458) | (18,157) |
Accumulated other comprehensive income (loss) | (27,083) | 10,919 |
Total MetLife, Inc.’s stockholders’ equity | 27,040 | 67,482 |
Noncontrolling interests | 247 | 267 |
Total equity | 27,287 | 67,749 |
Total liabilities and equity | $ 666,611 | $ 759,708 |