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Brighthouse Financial Q4 Earnings Miss, Revenues Beat Estimates

In This Article:

Brighthouse Financial BHF reported fourth-quarter 2024 adjusted net income of $5.88 per share, which missed the Zacks Consensus Estimate by 32.4%. The bottom line increased 101.4% year over year. The results reflected lower expenses.

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Behind the Headlines

Total operating revenues of $2.3 billion increased 62.4% year over year, driven by higher net investment income and other income. The top line beat the consensus mark by 1.9%. 

Premiums of $207 million decreased 8.4% year over year.

Brighthouse Financial, Inc. Price, Consensus and EPS Surprise

Brighthouse Financial, Inc. Price, Consensus and EPS Surprise
Brighthouse Financial, Inc. Price, Consensus and EPS Surprise

Brighthouse Financial, Inc. price-consensus-eps-surprise-chart | Brighthouse Financial, Inc. Quote

Adjusted net investment income was $1.4 billion in the quarter under review, up 12.2% year over year, primarily driven by asset growth. The adjusted investment income yield was 4.51%. 

Total expenses were $371 million, down 85.6% year over year, attributable to favorable change in market risk benefits. 

Corporate expenses, pretax, were $210 million, down 13.9% year over year.

Quarterly Segmental Update

Annuities recorded an adjusted operating income of $279 million, up 13.9% year over year on higher fees and higher net investment income. Annuity sales decreased 18.3% to $2.5 billion due to lower sales of fixed deferred annuities, partially offset by record sales of Shield Level Annuity. 

Annuity sales were $10 billion in 2024, driven by record sales of Shield Level Annuities.

Life’s adjusted operating income was $52 million, up 13-fold year over year on higher underwriting margin and higher net investment income. Life insurance sales increased 18.9% to $33 million.

Life sales were $120 million in 2024, up 18% year over year, driven by sales of Brighthouse SmartCare.

Adjusted operating income at Run-off was $27 million against the year-ago loss of $50 million due to higher net investment income and lower expenses, partially offset by a lower underwriting margin.

Corporate & Other broke even in the quarter versus a loss of $22 million incurred in the year-ago quarter. The results were driven by a higher tax benefit and lower expenses.

Financial Update

Cash and cash equivalents were $5 billion, up 31% year over year. 

Shareholders’ equity of $5 billion at the end of 2024 increased 0.3% year over year.

Book value per share, excluding accumulated other comprehensive income, was $145.63 as of Dec. 31, 2024, up 8.9% year over year. 

Statutory combined total adjusted capital was $5.4 billion as of Sept. 30, 2024, down 14.3% year over year. 

As of Dec. 31, 2024, the estimated combined risk-based capital ratio was 400%.