Inferra AI / Company / BHF

Brighthouse Financial, Inc.

BHF · Financials

Last earnings Aug 5, 2026

AI analysis

Q1 2026 · reported May 6, 2026

Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held

No extracted figures held

The event-summary record for this company carries no extracted figures, so the brief and charts cannot be drawn yet. The summary below and the held documents are the record for this event.

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Adjusted earnings reflect adjusted revenues less (i) adjusted expenses, (ii) provision for income tax expense (benefit), (iii) net income (loss) attributable to noncontrolling interests and (iv) preferred stock dividends.

The provision for income tax related to adjusted earnings is calculated using the statutory tax rate of 21%, net of impacts related to the dividends received deduction, tax credits and current period non-recurring items.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

( Brighthouse Financial or the company ) (Nasdaq BHF) announced today its financial results for the first quarter ended March 31, 2026

Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

SEC original ↗Brighthouse Financial, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026

(766) 137 (268) Less Preferred stock dividends 26 25 26 Net income (loss) available to Brighthouse Financial, Inc.

SEC original ↗Brighthouse Financial, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026

981 85 215 ( 183 ) Less: Preferred stock dividends 25 25 51 51 Net income (loss) available to Brighthouse Financial, Inc.

SEC original ↗Brighthouse Financial, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Corporate & Other The Corporate & Other segment consists of activities related to funding agreements associated with the Company s institutional spread margin business, excess capital not allocated to the other segments, interest expense related to the Company s outstanding debt, and preferred stock dividends, as well as expenses associated with certain legal proceedings and income tax audit issues.

SEC original ↗Brighthouse Financial, Inc. — 10-Q Quarterly report10-QAug 6, 2026

(2) Participating whole life insurance uses an interest assumption based on the non-forfeiture interest rate, ranging from 3.5 % to 4.5 %, and mortality rates guaranteed in calculating the cash surrender values described in such contracts, and also includes a liability for terminal dividends.

SEC original ↗Brighthouse Financial, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Strategy & priorities

Charlotte, NC 28277 Pending Merger with Aquarian Capital On November 6, 2025, Aquarian Capital LLC ( Aquarian Capital ), a diversified global holding company with a strategic portfolio of insurance and asset management businesses, and Brighthouse Financial, announced that they had entered into a definitive merger agreement under which an affiliate of Aquarian Capital will acquire Brighthouse Financial for $70.00 per share in an all-cash transaction valued at approximately $4.1 billion.

SEC original ↗Brighthouse Financial, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026

This financial measure, which may be positive or negative, focuses on our primary businesses by excluding the impact of market volatility, which could distort trends.

SEC original ↗Brighthouse Financial, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026

Adjusted Earnings per Common Share and Adjusted Return on Common Equity Adjusted earnings per common share and adjusted return on common equity are measures used by management to evaluate the execution of our business strategy and align such strategy with our shareholders' interests.

SEC original ↗Brighthouse Financial, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026

(3) Combined net income (loss) and combined change in net unrealized gain (loss) should be considered in aggregate for a more complete understanding of our business, including realized and unrealized gains (losses) associated with our variable annuities and Shield hedges and other equity risk management strategies.

SEC original ↗Brighthouse Financial, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 6, 2026

Risks & headwinds

Such forward-looking statements are subject to risks, uncertainties and other important factors that could cause actual results and the timing of certain events to differ materially from future results expressed or implied by such forward-looking statements.

SEC original ↗Brighthouse Financial, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026

and global economy, as well as geopolitical events, tariffs imposed or threatened by the U.

SEC original ↗Brighthouse Financial, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026

Risks or uncertainties (i) that are not currently known to the parties, (ii) that the parties currently deem to be immaterial or (iii) that could apply to any company could also materially adversely affect the future results of Brighthouse Financial.

SEC original ↗Brighthouse Financial, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026

Legal Proceedings 97 Item 1A.

SEC original ↗Brighthouse Financial, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Documents

Earnings deck slides

0 decks with slide view

Brighthouse Financial, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors