Overview
Brighthouse Financial, Inc., based in the United States, operates primarily in the insurance industry, focusing predominantly on life insurance and annuity products. Established in 2017 as a spin-off from MetLife, the company strategically targets the U.S. retirement income market. Brighthouse Financial underwrites and sells a range of insurance products, including term and permanent life policies and annuities, which are tailor-made to meet the diverse financial needs for retirement planning. Key projects include enhancements to its flagship annuities and life insurance products, emphasizing customer-centric innovations such as Brighthouse SmartCare, a hybrid life insurance product combining long-term care benefits, illustrating its focus on addressing evolving market needs and client preferences.
Basic Stats
The share price of Brighthouse Financial, Inc. - Corporate Bond/Note as of September 5, 2025 is $19.28 / share. This is an increase of 0.68% from the prior week.
The Factor Analysis chart (below right) shows a view of Brighthouse Financial, Inc. - Corporate Bond/Note from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 57.12 MM |
| Earnings Date | |
| EPS (TTM) | 11.62 |
| Dividend Yield | 10.19 % |
| Ex-Dividend Date | 2025-08-29 |
| Borrow Rate | 12.27 |
| Short Shares Avail. | 0.10 MM |
| Short Interest | 0.07 MM |
| Short Float | |
| Days to Cover | 3.41 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | -20.82 % |
| Volatility (1 yr) | 0.18 |
| Beta | 0.43 |
| Sharpe Ratio (1 yr) | -1.41 |
| Sortino Ratio (1 yr) | -2.04 |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | 0.00 |
| ROE | 0.16 |
| ROIC | 0.04 |
| CROIC | 0.07 |
| OCROIC | 0.00 |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | |
| Profitability | |
| Quality Score | |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 7.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Brighthouse Financial, Inc. - Corporate Bond/Note is $17.99. The forecasts range from a low of $13.51 to a high of $24.08. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Brighthouse Financial, Inc. - Corporate Bond/Note. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2025-01-14 | Wells Fargo | Underweight | Underweight | Maintains |
| 2025-02-19 | Wells Fargo | Underweight | Equal-Weight | Upgrade |
| 2025-01-29 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-01-29 | Barclays | Equal-Weight | Overweight | Upgrade |
| 2024-08-14 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-07-18 | Jefferies | Buy | Buy | Maintains |
| 2024-10-10 | Wells Fargo | Underweight | Underweight | Maintains |
| 2024-07-10 | Jefferies | Hold | Buy | Upgrade |
| 2024-07-02 | JP Morgan | Underweight | Underweight | Maintains |
| 2024-06-28 | Jefferies | Hold | Hold | Maintains |
| 2024-06-28 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-06-26 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2024-06-17 | Keefe, Bruyette & Woods | Underperform | Market Perform | Upgrade |
| 2024-05-10 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-05-10 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-04-11 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-04-05 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-02-23 | Morgan Stanley | Equal-Weight | Underweight | Downgrade |
| 2024-02-16 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2024-02-16 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-02-13 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-12-15 | Keefe, Bruyette & Woods | Market Perform | Underperform | Downgrade |
| 2023-10-17 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2023-10-10 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2023-10-02 | Piper Sandler | Neutral | Neutral | Maintains |
| 2023-09-21 | Goldman Sachs | Neutral | Sell | Downgrade |
| 2023-09-14 | Jefferies | Hold | Hold | Maintains |
| 2023-08-18 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-08-09 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-07-17 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2023-07-11 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2023-07-07 | Piper Sandler | Neutral | Neutral | Maintains |
| 2023-06-09 | Keefe, Bruyette & Woods | Market Perform | Maintains | |
| 2023-06-02 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-05-15 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2023-05-10 | Piper Sandler | Neutral | Neutral | Maintains |
| 2023-05-10 | Barclays | Equal-Weight | Maintains | |
| 2023-04-12 | Morgan Stanley | Equal-Weight | Maintains | |
| 2023-04-12 | Barclays | Equal-Weight | Maintains | |
| 2023-04-05 | Piper Sandler | Neutral | Maintains | |
| 2023-04-05 | Goldman Sachs | Neutral | Maintains | |
| 2023-02-24 | Morgan Stanley | Equal-Weight | Maintains | |
| 2023-02-21 | Jefferies | Hold | Maintains | |
| 2023-02-13 | Wells Fargo | Equal-Weight | Maintains | |
| 2023-02-08 | Raymond James | Market Perform | Initiate | |
| 2023-01-18 | Wells Fargo | Equal-Weight | Maintains | |
| 2023-01-10 | Barclays | Equal-Weight | Maintains | |
| 2023-01-10 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-12-20 | Piper Sandler | Neutral | Maintains | |
| 2022-11-17 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-10-14 | Barclays | Equal-Weight | Maintains | |
| 2022-10-12 | Wells Fargo | Equal-Weight | Maintains | |
| 2022-08-17 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-08-08 | Barclays | Equal-Weight | Maintains | |
| 2022-07-14 | Barclays | Equal-Weight | Maintains | |
| 2022-07-08 | Piper Sandler | Neutral | Maintains | |
| 2022-07-06 | Evercore ISI Group | In-Line | Maintains | |
| 2022-07-06 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-05-27 | Piper Sandler | Neutral | Maintains | |
| 2022-05-10 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-04-12 | Barclays | Equal-Weight | Maintains | |
| 2022-04-12 | Wells Fargo | Underweight | Equal-Weight | Upgrade |
| 2022-04-08 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-04-06 | Piper Sandler | Neutral | Maintains | |
| 2022-04-05 | Goldman Sachs | Neutral | Maintains | |
| 2022-02-22 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-02-11 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-01-21 | Wolfe Research | Outperform | Initiate | |
| 2022-01-11 | Barclays | Underweight | Equal-Weight | Upgrade |
| 2022-01-07 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-01-05 | Evercore ISI Group | Outperform | In-Line | Downgrade |
| 2021-11-09 | Barclays | Underweight | Maintains | |
| 2021-11-08 | RBC Capital | Sector Perform | Maintains | |
| 2021-10-14 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-08-09 | Barclays | Underweight | Maintains | |
| 2021-08-09 | RBC Capital | Sector Perform | Maintains | |
| 2021-08-09 | Wells Fargo | Underweight | Maintains | |
| 2021-07-15 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-05-19 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-05-11 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-04-01 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-03-31 | Citigroup | Sell | Neutral | Upgrade |
| 2021-03-17 | Credit Suisse | Neutral | Maintains | |
| 2021-02-25 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-02-11 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-15 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-11-18 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-11-06 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-10-06 | Morgan Stanley | Overweight | Maintains | |
| 2020-08-20 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-08-10 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-07-06 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-07-02 | Piper Sandler | Neutral | Maintains | |
| 2020-06-18 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2020-04-27 | Credit Suisse | Neutral | Maintains | |
| 2020-04-01 | Wells Fargo | Underweight | Maintains | |
| 2020-03-17 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-03-10 | Piper Sandler | Neutral | Maintains | |
| 2020-02-14 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2020-01-23 | B of A Securities | Neutral | Maintains | |
| 2020-01-08 | Goldman Sachs | Sell | Neutral | Upgrade |
| 2020-01-06 | Wells Fargo | Equal-Weight | Underweight | Downgrade |
| 2020-01-03 | Credit Suisse | Underperform | Neutral | Upgrade |
| 2019-09-13 | Citigroup | Sell | Maintains | |
| 2019-08-20 | Morgan Stanley | Equal-Weight | Maintains | |
| 2019-08-06 | Bank of America | Neutral | Reiterate | |
| 2019-07-10 | Morgan Stanley | Equal-Weight | Maintains | |
| 2019-06-25 | Goldman Sachs | Neutral | Sell | Downgrade |
| 2019-06-25 | Credit Suisse | Neutral | Underperform | Downgrade |
| 2019-04-09 | UBS | Neutral | Neutral | Maintains |
| 2019-04-04 | Citigroup | Neutral | Sell | Downgrade |
| 2018-11-06 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2018-08-15 | Credit Suisse | Underperform | Neutral | Upgrade |
| 2018-08-10 | Barclays | Overweight | Underweight | Downgrade |
| 2018-07-16 | B. Riley FBR | Neutral | Neutral | Maintains |
| 2018-07-11 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2018-07-09 | Barclays | Overweight | Overweight | Maintains |
| 2018-06-29 | Evercore ISI Group | In-Line | Outperform | Upgrade |
| 2018-06-21 | Citigroup | Sell | Neutral | Upgrade |
| 2018-06-14 | Credit Suisse | Underperform | Underperform | Maintains |
| 2018-06-13 | Credit Suisse | Underperform | Underperform | Maintains |
| 2018-04-25 | Credit Suisse | Underperform | Initiate | |
| 2018-03-02 | UBS | Neutral | Initiate | |
| 2018-02-22 | Citigroup | Sell | Sell | Maintains |
| 2018-01-02 | JP Morgan | Neutral | Underweight | Downgrade |
| 2017-10-18 | Goldman Sachs | Neutral | Initiate | |
| 2017-09-21 | Argus | Hold | Initiate | |
| 2017-09-08 | Bank of America | Underperform | Neutral | Upgrade |
| 2017-08-14 | Morgan Stanley | Equal-Weight | Initiate | |
| 2017-08-09 | Evercore ISI Group | In-Line | Initiate | |
| 2017-08-08 | Barclays | Overweight | Initiate | |
| 2025-07-03 | Piper Sandler | Neutral | Neutral | Maintains |
| 2025-05-13 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-08-08 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2025-02-13 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-12-18 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-12-16 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2024-07-29 | Jefferies | Buy | Buy | Maintains |
| 2024-10-02 | Piper Sandler | Neutral | Neutral | Maintains |
| 2024-09-04 | Barclays | Equal-Weight | Initiate | |
| 2025-02-03 | Jefferies | Buy | Hold | Downgrade |
| 2025-01-07 | JP Morgan | Underweight | Underweight | Maintains |
| 2024-08-12 | Wells Fargo | Equal-Weight | Underweight | Downgrade |
| 2025-04-10 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2025-04-10 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-03-18 | Raymond James | Market Perform | Strong Buy | Upgrade |
| 2025-02-18 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-07-14 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2025-07-10 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-05-19 | Morgan Stanley | Underweight | Underweight | Maintains |
| 2025-08-08 | Barclays | Overweight | Overweight | Maintains |
| 2025-05-09 | Barclays | Overweight | Overweight | Maintains |
| 2025-07-08 | JP Morgan | Underweight | Underweight | Maintains |
| 2025-07-07 | Barclays | Overweight | Overweight | Maintains |
| 2025-08-11 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
