Nasdaq· Life Insurance· Inc. DE· CIK 0001685040

BHF

Brighthouse Financial, Inc.
$50.02 ▼ -0.06%
Prev close $50.05
Market cap$2.9B
12-mo target$65.00 (+29.9%)
24 New Institutional Positions17 Institutional Exits Traditional Finance
Snapshot
The big-picture read on BHF right now — valuation, ownership and activity at a glance.
Market Cap
$2.9B
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$2.6B
Inst. Activity
24 buys / 17 sells
SEC Reports
1
Price chart 30d -6.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
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
Sep 2, 2026 SEC
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
DateFirmActionRatingFirm rating
Jan 8, 2026BarclaysDOWNGRADEEqual-Weight 54%
Nov 12, 2025Raymond JamesDOWNGRADEMarket Perform 54%
Nov 7, 2025Keefe, Bruyette & WoodsMAINTAINMarket Perform 58%
Oct 9, 2025Evercore ISI GroupMAINTAINIn-Line 59%
Oct 8, 2025Wells FargoMAINTAINEqual-Weight 54%
Oct 7, 2025Morgan StanleyMAINTAINUnderweight 55%
Aug 11, 2025Keefe, Bruyette & WoodsMAINTAINMarket Perform 58%
Aug 8, 2025BarclaysMAINTAINOverweight 54%
Jul 14, 2025Morgan StanleyMAINTAINUnderweight 55%
Jul 10, 2025Wells FargoMAINTAINEqual-Weight 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026008510%
Aug 1, 2026009510%
Jul 1, 2026018517%
Jun 1, 2026018517%
May 1, 2026017517%
Apr 1, 2026018517%
Mar 1, 2026018517%
Feb 1, 2026018517%
Price targets
Where 6 covering analysts think BHF trades over the next 12 months.
$65.00 +29.9% upside Strong Buy
Current$50.02 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.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$4.91$4.82–$5.008.1%+0.0%0↑ 1↓$2.2B4
Next Q$4.81$4.46–$5.2429.9%+0.0%0↑ 1↓$2.2B3
Current FY$18.41$18.00–$18.75-34.1%+0.0%1↑ 1↓$8.7B4
Next FY$20.14$17.50–$23.459.4%+0.0%1↑ 0↓$8.8B4
Current-quarter EPS estimate — revision history
WhenEPS estimateChange 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
FundSharesValue% TrackedLast move
BlackRock, Inc.5,393,709$341.4M13.0%—
UBS Group AG4,200,939$265.9M10.1%ADD +47.0%
DIMENSIONAL FUND ADVISORS LP3,634,379$230.1M8.8%—
AMERICAN CENTURY COMPANIES INC2,653,810$168.0M6.4%—
VANGUARD CAPITAL MANAGEMENT LLC2,596,834$164.4M6.3%—
VANGUARD PORTFOLIO MANAGEMENT LLC2,491,401$157.7M6.0%—
STATE STREET CORP2,082,421$131.8M5.0%—
MORGAN STANLEY1,878,445$118.9M4.5%ADD +45.9%
MILLENNIUM MANAGEMENT LLC1,218,367$77.1M2.9%DOUBLED +169.2%
SOROS FUND MANAGEMENT LLC1,116,250$70.7M2.7%ADD +31.8%
Recent position changes
FundActionPrevCurrentChangeValue
MORGAN STANLEYADD1,287,2361,878,445+45.9%$118.9M
SOROS FUND MANAGEMENT LLCADD846,7941,116,250+31.8%$70.7M
HSBC HOLDINGS PLCADD542,749865,171+59.4%$54.9M
Qube Research & Technologies LtdDOUBLED118,903694,671+484.2%$44.0M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM642,800418,000-35.0%$26.5M
NORGES BANKNEW—294,000—$18.6M
Quantinno Capital Management LPADD186,971285,943+52.9%$18.1M
BALYASNY ASSET MANAGEMENT L.P.TRIM365,131265,374-27.3%$16.8M
MARSHALL WACE, LLPADD156,223214,276+37.2%$13.6M
NATIXISDOUBLED75,983204,595+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.
DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Offereins Diane EDirectorEXERCISE2,837——
Jun 2, 2026Offereins Diane EDirectorAWARD2,651——
Jun 2, 2026Zlatkus Lizabeth HDirectorEXERCISE2,837——
Jun 2, 2026Zlatkus Lizabeth HDirectorAWARD2,651——
Jun 2, 2026CHAPLIN C EDWARDDirectorEXERCISE4,556——
Jun 2, 2026CHAPLIN C EDWARDDirectorAWARD4,257——
Jun 2, 2026Inserra Michael J.DirectorEXERCISE1,418——
Jun 2, 2026Inserra Michael J.DirectorEXERCISE1,419——
Jun 2, 2026Inserra Michael J.DirectorAWARD2,651——
Jun 2, 2026Hooley Stephen CDirectorAWARD2,651——
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)