Market Cap
$2.9B
BHF
Brighthouse Financial, Inc.
$49.97 ▼ -0.16%
Prev close $50.05Market cap$2.9B
12-mo target$65.00 (+30.1%)
24 New Institutional Positions17 Institutional Exits Traditional Finance
Snapshot
The big-picture read on BHF right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$2.6B
Inst. Activity
24 buys / 17 sells
SEC Reports
1
Price chart 30d -6.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 short_volume
Sep 2, 2026 SEC Short Volume: BHF — 66.1% short (0.4M / 0.6M)
Short: 419,703 | Exempt: 0 | TRF Vol: 634,558 | Short Ratio: 66.1% | Off-exchange volume (dark pool
The Fourth Circuit dismissed a pro se appeal by Joy Simmons challenging a magistrate judge's recommendation to transfer
COURT-RULING — Impact 1/10
Sep 1, 2026 Event
Joy Simmons v. Brighthouse Financial Inc.
Court ruling (ca4) — Docket: 26-01767
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
1,878,445 shares ($118.9M)
Jun 30, 2026 Inst.
SOROS FUND MANAGEMENT LLC — ADD
1,116,250 shares ($70.7M)
Jun 2, 2026 Insider
Offereins Diane E acquired via exercise 2,837 shares
Director
Jun 2, 2026 Insider
Offereins Diane E was granted 2,651 shares
Director
Jun 2, 2026 Insider
Zlatkus Lizabeth H acquired via exercise 2,837 shares
Director
Analyst ratings buy % -100.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jan 8, 2026 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Nov 12, 2025 | Raymond James | DOWNGRADE | Market Perform | 54% |
| Nov 7, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Oct 9, 2025 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Oct 8, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Oct 7, 2025 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 11, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Aug 8, 2025 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 14, 2025 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 10, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 8 | 5 | 1 | 0% | |
| Aug 1, 2026 | 0 | 0 | 9 | 5 | 1 | 0% | |
| Jul 1, 2026 | 0 | 1 | 8 | 5 | 1 | 7% | |
| Jun 1, 2026 | 0 | 1 | 8 | 5 | 1 | 7% | |
| May 1, 2026 | 0 | 1 | 7 | 5 | 1 | 7% | |
| Apr 1, 2026 | 0 | 1 | 8 | 5 | 1 | 7% | |
| Mar 1, 2026 | 0 | 1 | 8 | 5 | 1 | 7% | |
| Feb 1, 2026 | 0 | 1 | 8 | 5 | 1 | 7% |
Price targets
Where 6 covering analysts think BHF trades over the next 12 months.
$65.00 +30.1% upside Strong Buy
Current$49.97 Low$55.00 Median$66.00 High$70.00 6 analysts
$55.00$70.00
Analyst rating Hold· 3.1/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 1.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
short_volume
Short Volume: BHF — 66.1% short (0.4M / 0.6M)
Short: 419,703 | Exempt: 0 | TRF Vol: 634,558 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_interest_report
Short Interest: BHF up 22% to 7.9M shares
Settlement 2026-09-15 | Days to cover: 8.30 | ≈13.67% of shares outstanding (est.)
Sep 10, 2026
short_volume
Short Volume: BHF — 60.6% short (0.4M / 0.6M)
Short: 357,417 | Exempt: 425 | TRF Vol: 589,549 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: BHF — 0.9M shares, 17,328 trades
Week starting 2026-09-07. Total ATS volume: 894,628 shares across 17,328 trades.
Sep 1, 2026
Enforcement
Joy Simmons v. Brighthouse Financial Inc.
Court ruling (ca4) — Docket: 26-01767
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.91 | $4.82–$5.00 | 8.1% | +0.0% | 0↑ 1↓ | $2.2B | 4 |
| Next Q | $4.81 | $4.46–$5.24 | 29.9% | +0.0% | 0↑ 1↓ | $2.2B | 3 |
| Current FY | $18.41 | $18.00–$18.75 | -34.1% | +0.0% | 1↑ 1↓ | $8.7B | 4 |
| Next FY | $20.14 | $17.50–$23.45 | 9.4% | +0.0% | 1↑ 0↓ | $8.8B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.910 | — |
| 7d ago | $4.910 | — |
| 30d ago | $4.910 | — |
| 60d ago | $5.223 | -0.313 |
| 90d ago | $5.057 | -0.147 |
Institutional ownership
Which big funds own BHF (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.6B total value (41,504,324 shares) as of 2026-Q2. Top holders: BlackRock,, UBS, DIMENSIONAL. Net buying activity: 24 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,393,709 | $341.4M | 13.0% | — |
| UBS Group AG | 4,200,939 | $265.9M | 10.1% | ADD +47.0% |
| DIMENSIONAL FUND ADVISORS LP | 3,634,379 | $230.1M | 8.8% | — |
| AMERICAN CENTURY COMPANIES INC | 2,653,810 | $168.0M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,596,834 | $164.4M | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,491,401 | $157.7M | 6.0% | — |
| STATE STREET CORP | 2,082,421 | $131.8M | 5.0% | — |
| MORGAN STANLEY | 1,878,445 | $118.9M | 4.5% | ADD +45.9% |
| MILLENNIUM MANAGEMENT LLC | 1,218,367 | $77.1M | 2.9% | DOUBLED +169.2% |
| SOROS FUND MANAGEMENT LLC | 1,116,250 | $70.7M | 2.7% | ADD +31.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,287,236 | 1,878,445 | +45.9% | $118.9M |
| SOROS FUND MANAGEMENT LLC | ADD | 846,794 | 1,116,250 | +31.8% | $70.7M |
| HSBC HOLDINGS PLC | ADD | 542,749 | 865,171 | +59.4% | $54.9M |
| Qube Research & Technologies Ltd | DOUBLED | 118,903 | 694,671 | +484.2% | $44.0M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | TRIM | 642,800 | 418,000 | -35.0% | $26.5M |
| NORGES BANK | NEW | — | 294,000 | — | $18.6M |
| Quantinno Capital Management LP | ADD | 186,971 | 285,943 | +52.9% | $18.1M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 365,131 | 265,374 | -27.3% | $16.8M |
| MARSHALL WACE, LLP | ADD | 156,223 | 214,276 | +37.2% | $13.6M |
| NATIXIS | DOUBLED | 75,983 | 204,595 | +169.3% | $13.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Offereins Diane E | Director | EXERCISE | 2,837 | — | — |
| Jun 2, 2026 | Offereins Diane E | Director | AWARD | 2,651 | — | — |
| Jun 2, 2026 | Zlatkus Lizabeth H | Director | EXERCISE | 2,837 | — | — |
| Jun 2, 2026 | Zlatkus Lizabeth H | Director | AWARD | 2,651 | — | — |
| Jun 2, 2026 | CHAPLIN C EDWARD | Director | EXERCISE | 4,556 | — | — |
| Jun 2, 2026 | CHAPLIN C EDWARD | Director | AWARD | 4,257 | — | — |
| Jun 2, 2026 | Inserra Michael J. | Director | EXERCISE | 1,418 | — | — |
| Jun 2, 2026 | Inserra Michael J. | Director | EXERCISE | 1,419 | — | — |
| Jun 2, 2026 | Inserra Michael J. | Director | AWARD | 2,651 | — | — |
| Jun 2, 2026 | Hooley Stephen C | Director | AWARD | 2,651 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BHF.
Shares short
7,864,134
Settlement Sep 15, 2026
Change vs prior
+22.0%
Semi-monthly cycle
Days to cover
8.3
At avg daily volume
Of shares outstanding
≈13.7%
Estimate — not % of float
All BHF filing & press-release reports (1)
- COURT-RULING reportSep 2, 2026