Life Insurance · SIC 6311

METLIFE INC

MET

Watch

Latest revenue

$5.36B

as of 2026-03-31

Latest net income

$1.19B

as of 2026-03-31

Net margin

22.1%

as of 2026-03-31

Price · 5Y

+8.4% / yr 5.3 pts / yr vs S&P 500 49.7% total
Compare:

Live market

delayed ≤15 min
$84.06
0.28%
Market cap
$54.09B
Enterprise value
$-234.88B
P/E (trailing)
16.0×
Forward P/E
P/B
1.87×
Dividend yield
2.7%
52-wk high
$85.29
52-wk low
$67.33
Beta
Shares out
643.4M

5-year trend

What this company does

AI

MetLife sells life insurance, annuities, employee benefits, and asset management products to corporations, institutions, and individuals across the US, Asia, Latin America, and EMEA. It earns money primarily from insurance premiums, fees on retirement and annuity products, and investment income on its large general account portfolio. The company is sharpening its capital-light strategy, recently investing $216 million in Chariot Re to offload life and annuity risk through reinsurance while running off legacy US products inside its MetLife Holdings segment.

Key risks

AI
  • Legacy block exposure: MetLife Holdings retains run-off variable annuities, long-term care, and assumed third-party VA guarantees — sensitive to rate and longevity shocks.
  • New reinsurance counterparty risk: $216M Q3 2025 equity investment in newly-formed Chariot Re creates concentrated affiliated reinsurance exposure on life/annuity blocks.
  • Earnings opacity: management steers via non-GAAP 'adjusted earnings' that excludes market volatility, potentially masking GAAP swings from rates, credit, and actuarial assumption updates.

Profitability

Net margin

4.4%

29.7%

Return on equity

11.9%

26.2%

Return on assets

90.9%

13807.0%

Leverage

Debt / equity

-0.87×

103.7%

Long-term debt / equity

0.51×

7.3%

Debt / assets

-663.6%

791.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$5.36B+9.6%$1.19B+25.4%22.1%

Q4 2025

2025-12-31

$60.45B+9.7%$809.0M-36.3%1.3%

Q3 2025

2025-09-30

$6.09B+16.5%$896.0M-33.2%14.7%

Q2 2025

2025-06-30

$5.66B+8.8%$729.0M-22.9%12.9%

Q1 2025

2025-03-31

$4.88B-10.1%$945.0M+9.0%19.3%

Q4 2024

2024-12-31

$55.12B$1.27B2.3%

Q3 2024

2024-09-30

$5.23B+8.3%$1.34B+174.4%25.7%

Q2 2024

2024-06-30

$5.21B+2.6%$946.0M+135.3%18.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Life Insurance · SIC 6311

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Insider activity

Insider buying

$0

Insider selling

$0

Net activity

+$0

Distinct insiders

0

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns MET

Institutional value

$12.28B

Total shares held

183.3M

Distinct holders

731

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC35.9M$2.54BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC30.8M$2.18BNew
3PZENA INVESTMENT MANAGEMENT LLC11.3M$799.4MNew
4DIMENSIONAL FUND ADVISORS LP7.1M$503.6MNew
5Invesco Ltd.6.9M$489.3MNew
6Legal & General Group Plc4.2M$294.4MNew
7UBS Group AG3.6M$255.0MNew
8Bank of New York Mellon Corp3.6M$253.0MNew
9VANGUARD FIDUCIARY TRUST CO3.1M$219.3MNew
10STIFEL FINANCIAL CORP2.8M$200.6MNew
11Swedbank AB2.7M$191.1MNew
12JENNISON ASSOCIATES LLC2.6M$183.6MNew
13DEUTSCHE BANK AG\2.4M$167.4MNew
14DIAMOND HILL CAPITAL MANAGEMENT INC2.3M$166.1MNew
15HSBC HOLDINGS PLC2.0M$140.7MNew
16ENVESTNET ASSET MANAGEMENT INC1.9M$135.7MNew
17BNP PARIBAS FINANCIAL MARKETS1.9M$131.7MNew
18Nuveen, LLC1.8M$126.2MNew
19Swiss National Bank1.6M$116.2MNew
20AustralianSuper Pty Ltd1.6M$113.7MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    With only 4.8% net margin on $53.3B revenue, what specific RIS or Group Benefits underwriting actions reverse the earnings compression in 2026?

  2. 2

    Detail the $216M Chariot Re investment economics—what reserves were ceded, and how does it affect MetLife Holdings capital release versus retained tail risk?

  3. 3

    Which long-duration assumption updates under LDTI for equity-method JVs adopted January 1, 2025 most pressured this quarter's results?