MetLife, Inc.'s Stock Analysis

MetLife Reorganizes Segments to Enhance Asset Management Growth

MetLife, Inc. has reorganized its business segments to support its strategic initiative aimed at accelerating growth in asset management. The company's institutional asset management business, MetLife Investment Management (MIM), has been designated as a reportable segment, while MetLife Holdings is no longer considered a reportable segment and will be reported under Corporate & Other. This reorganization also involved the transfer of certain products from MetLife Holdings to Group Benefits and Retirement and Income Solutions (RIS). The company now operates with six segments: Group Benefits, RIS, Asia, Latin America, Europe, the Middle East and Africa, and MIM.

Effective January 1, 2025, MetLife amended agreements between MIM and its entities to manage general account assets at current market fee rates, marking a change from 2024. The reorganization and changes in segment reporting have been applied retrospectively for specific quarters and years, but they did not affect prior period consolidated net income or earnings. To assist investors in understanding these changes, MetLife has revised its Quarterly Financial Supplement, which will reflect the new segment structure starting with the quarter and full year ended December 31, 2025.

Jan 09, 2026 06:53:39

MetLife Completes PineBridge Investments Acquisition, Expands Asset Management

On December 30, 2025, MetLife, Inc. announced the completion of its acquisition of PineBridge Investments, which enhances MetLife Investment Management's (MIM) asset management capabilities. The combined entity now manages approximately $734.7 billion in assets, positioning MIM as a significant player in the global investment management sector. This acquisition aligns with MetLife's strategy to accelerate growth in asset management and leverage PineBridge's global reach and specialized expertise.

The new leadership team for the combined business will be led by Brian Funk, the current president of MIM. The acquisition includes a diverse range of client assets, with a substantial portion held by international investors, particularly in Asia. Notably, the acquisition excludes PineBridge's private equity funds group and its joint venture in China, focusing instead on strengthening MIM's institutional and global asset management offerings.

Dec 30, 2025 06:03:08

MetLife Estimates Variable Investment Income and Capital Deployment Plans

MetLife, Inc. has provided preliminary estimates for its variable investment income for the quarter ending December 31, 2025, projecting it to be between $385 million and $435 million, slightly below its target of $425 million. The company anticipates a return of approximately 7.7% on its private equity investments for the full year 2025 and plans to assume a 9% return for 2026, contributing to an estimated $1.6 billion in total variable investment income for that year. However, MetLife expects a decrease in variable investment income asset balances over the near term.

In terms of capital management, MetLife prioritizes organic growth opportunities with an estimated $4 billion planned for deployment in 2025, alongside around $1 billion allocated for merger and acquisition activities, including the acquisition of PineBridge Investments. The company also expects to repurchase approximately $2.85 billion in common stock during 2025, with a similar level planned for 2026. Investors are advised to approach these preliminary figures with caution, as they are unaudited and subject to change.

Dec 22, 2025 06:18:21

MetLife Completes $10 Billion Variable Annuity Risk Transfer Deal

MetLife, Inc. has finalized its transaction with Talcott Resolution Life Insurance Company to reinsure approximately $10 billion of U.S. retail variable annuity and rider reserves. This move is part of MetLife's strategy to reduce portfolio risk and accelerate the run-off of its legacy business segments. The company anticipates a foregone annual adjusted earnings of around $100 million, which will be partially countered by annual hedge cost savings of about $45 million.

Additionally, MetLife Investment Management will oversee approximately $6 billion of assets under investment management agreements with Talcott. This transaction exemplifies MetLife's ongoing efforts to execute risk transfer options within its closed-block businesses, enhancing its financial stability and operational efficiency.

Dec 01, 2025 16:57:12

MetLife Declares Preferred Stock Dividends for December 2025

MetLife, Inc. has declared dividends for its preferred stock, including a quarterly dividend of $0.33489390 per share on its floating rate non-cumulative preferred stock, Series A, with a liquidation preference of $25 per share. Additionally, a quarterly dividend of $351.5625 per share will be paid on the 5.625% non-cumulative preferred stock, Series E, and a quarterly dividend of $296.875 per share on the 4.75% non-cumulative preferred stock, Series F, both with a liquidation preference of $25,000 per share.

These dividends are set to be payable on December 15, 2025, to shareholders of record as of November 28, 2025. The dividends per depositary share for Series E and Series F are $0.3515625 and $0.296875, respectively, with each depositary share representing a 1/1,000th interest in a share of the corresponding preferred stock.

Nov 17, 2025 16:29:32

MetLife Reports Q3 2025 Financial Results and Highlights

MetLife, Inc. announced its financial results for the third quarter of 2025, reporting net income of $818 million, or $1.22 per share, which reflects a 36% decrease compared to the prior year. Adjusted earnings increased by 15% to $1.6 billion, driven by higher variable investment income and growth in premiums, fees, and other revenues, which remained flat at $12.5 billion. The company also noted a 16% increase in net investment income to $6.1 billion, with strong performance in variable investment income attributed to higher returns on private equity assets.

The company's adjusted earnings per share, excluding notable items, rose 21% to $2.34. MetLife returned approximately $875 million to shareholders through share repurchases and dividends. The company reported growth in several segments, with Asia sales increasing by 34% on a constant currency basis. However, adjusted earnings in Latin America declined by 33% due to a tax charge in Mexico. Overall, MetLife's diversified business model and strategic initiatives are highlighted as key factors in its performance.

Nov 05, 2025 16:32:16

MetLife Eliminates Series G Preferred Stock from Incorporation

On October 14, 2025, MetLife, Inc. filed a Certificate of Elimination with the Delaware Secretary of State to eliminate its 3.850% Fixed Rate Reset Non-Cumulative Preferred Stock, Series G. This action followed the redemption, repurchase, or reacquisition of all shares of the Series G Preferred Stock.

The Certificate of Elimination effectively removed all references to the Series G Preferred Stock from MetLife's Amended and Restated Certificate of Incorporation. The shares associated with this series have been returned to the status of authorized but unissued shares of preferred stock, which are now designated without a specific series.

Oct 14, 2025 16:14:36

MetLife Estimates Variable Investment Income of $425 Million

MetLife, Inc. has provided preliminary information indicating that its variable investment income for the quarter ended September 30, 2025, is expected to meet the target of $425 million pre-tax. This estimate is part of the company's full-year guidance of approximately $1.7 billion pre-tax, which includes income from private equity, real estate, and other funds.

The preliminary financial results are unaudited and subject to change, as the company has not completed its financial closing procedures for the quarter. Investors are advised to exercise caution in relying on this information, as actual results may differ materially from these estimates, and the preliminary results do not replace full financial statements prepared in accordance with U.S. GAAP.

Sep 22, 2025 08:01:55

MetLife Advises Shareholders Against Potemkin's Mini-Tender Offer

MetLife, Inc. has received an unsolicited mini-tender offer from Potemkin Limited to purchase up to 10,000 shares of its common stock at $53.00 per share. This price is approximately 34.42% lower than the closing price of $80.82 per share on September 12, 2025. The shares in question represent about 0.00002% of MetLife’s outstanding common stock as of August 31, 2025. MetLife does not endorse this offer and recommends that shareholders refrain from tendering their shares to Potemkin.

The company has issued a news release advising shareholders that the mini-tender offer does not provide the same level of protections as larger tender offers under U.S. securities laws. MetLife encourages investors to consult current market prices and seek advice from brokers or financial advisors before making any decisions regarding Potemkin's offer, which is set to expire on October 7, 2025, at 5:00 p.m. Eastern time. Shareholders who have already tendered their shares can withdraw them according to the instructions provided in the offer documents.

Sep 15, 2025 16:33:05

MetLife Announces Redemption of Series G Preferred Stock

MetLife has announced it will redeem all outstanding shares of its 3.850% Fixed Rate Reset Non-Cumulative Preferred Stock, Series G, at a price of $1,000 per share. The redemption will take place on September 15, 2025, coinciding with the payment of a semi-annual dividend of $19.250 per share to shareholders of record as of August 29, 2025. The redemption price will not include any accrued and unpaid dividends.

Following the redemption date, dividends on the Series G Preferred Stock will cease to accrue. The redemption process will be handled through The Depository Trust Company, with Computershare Trust Company, N.A. serving as the redemption agent. This announcement could impact MetLife's stock price, as it involves a significant financial transaction affecting its preferred stockholders.

Sep 02, 2025 16:26:54