BHF Brighthouse Financial, Inc.
XNAS
46.96
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $45.66 – $66.80
- YTD
- -27.27%
- IV Rank (30D)
- 64.07
- Straddle Price
- $5.90
- P/C Vol Ratio
- 1.80
- Market Cap
- $2.7B
- Open
- $48.00
- Day Range
- $46.82 – $48.00
- Volume
- 628,372
- Prev Close
- $47.64
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.05 |
| Cost of Equity (CAPM) | 10.94% (VRP-adj) |
| WACC | 7.42% |
| Volatility Risk Premium | +44.6pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 7.6% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $-0.5B |
| Return on Equity (TTM) | 11.1% |
| Book / Price | 251.5% — banking bias active (P/B is primary) |
| Bank Quality Adj | ×0.81 (target ROE vs peer median) |
| Gross Margin (TTM) | 64.3% |
| FCF Margin (TTM) | -8.0% |
| Debt / Equity | 1.15 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $51.45 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $49.52 |
| Bollinger Width / SMA20 | 30.2% (drives anchor stability) |
| Net Debt | $2.5B |
| Market Cap | $3B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $58.99 | 10% | median 12.5× · 6 peers |
| Peer EV/EBITDA | n/a | 0% | median 10.8× · 7 peers |
| Peer P/B | $216.11 | 15% | median 1.8× · 7 peers |
| Peer P/S | $114.08 | 5% | median 1.2× · 7 peers |
| Market Anchor (SMA50) | $51.45 | 47% | stability 71% (BB-width) |
| Options Expected (B-L 30d) | $45.77 | 23% | 14 strikes · skew -0.29 |
- Industry (SIC)
- LIFE INSURANCE (6311) · industry map
- Exchange
- XNAS
- Market Cap
- $2.7B
- Employees
- 1,400
- List Date
- 2017-07-17
- CIK
- 0001685040
- Next Earnings
- 2026-11-05 (After-Close)
- EPS Forecast
- $5.03 (4 est.)
- Headquarters
- Charlotte, NC
- Homepage
- https://www.brighthousefinancial.com
Brighthouse Financial Inc is a United States-based provider of annuity products and life insurance through independent distribution channels and marketing arrangements with distribution partners. Its segments are: Annuities, that derives majority of the revenue, includes variable, fixed, index-linked, and income annuities; The life segment includes variable, term, universal, and whole life policies; The Run-off segment consists of products that are no longer actively sold and are separately managed, including ULSG, structured settlements, pension risk transfer contracts, certain company-owned …
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 0.40% | 2.25% | 10.25% | -2.01% | 28.59% | -0.79% | 6.45% |
| Feb | 10.56% | -6.93% | 2.26% | -8.46% | -1.12% | -6.49% | -1.70% |
| Mar | 7.25% | 7.49% | -24.40% | 11.66% | -0.15% | -0.03% | 0.30% |
| Apr | 2.97% | -2.00% | 0.32% | -5.30% | 0.09% | 4.41% | 0.08% |
| May | 2.94% | -6.54% | -8.60% | -8.70% | 2.59% | -0.16% | -3.08% |
| Jun | -7.74% | -15.53% | 13.85% | -2.52% | -9.06% | 1.02% | -3.33% |
| Jul | -6.29% | 1.90% | 9.20% | 14.99% | -11.03% | -2.92% | 0.97% |
| Aug | 14.93% | 10.04% | -4.83% | -6.02% | 2.34% | -14.26% | 0.37% |
| Sep | -7.81% | -8.09% | -4.32% | -0.24% | 14.99% | -5.83% | -1.88% |
| Oct | 8.65% | 26.51% | -5.57% | 7.62% | 7.26% | -6.17%* | 6.38% |
| Nov | -6.70% | -3.41% | 15.52% | 9.49% | 22.35% | -- | 7.45% |
| Dec | 10.24% | -7.79% | 0.59% | -8.29% | -1.20% | -- | -1.29% |
| Total | 29.18% | -8.10% | -2.92% | -1.65% | 60.94% | -28.17% | 8.21% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: BHF
Executive Summary
Overall assessment: NEUTRAL with confidence level (6/10)
Key drivers:
- Technical trend indicators suggest a neutral trend, with RSI indicating a neutral momentum
- Recent news headlines have been mixed, with no significant catalysts or events driving the stock price
Primary risks:
- High implied volatility (IV) indicates potential for increased market fluctuations
- Options market sentiment is bullish, which could lead to further upside potential
2-3 sentence investment thesis:
BHF's neutral trend and mixed news sentiment create a balanced risk-reward profile. The high IV suggests that the stock may be more sensitive to market movements, while the bullish options market sentiment implies potential for further upside.
Recent news sentiment impact: Neutral (avg. sentiment from recent headlines)
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): BEARISH
- Long-term (3-12 months): BULLISH
Support/Resistance Levels:
- Lower: $60.94 (Bollinger Bands' lower band)
- Middle: $62.09 (SMA 20)
- Upper: $63.24 (Bollinger Bands' upper band)
Momentum Signals: RSI interpretation: NEUTRAL (57.25, above 30-70 range) MACD signal: BULLISH (0.26 / Signal: 0.04 / Histogram: 0.21) Bollinger Bands position: NEUTRAL (squeeze)
Volume Analysis:
- Volume SMA 20: 509139.85
- On-Balance Volume (OBV): 8985915.00
- Volume Rate of Change: -21.78%
News & Sentiment Analysis
Recent Headlines Summary:
- Mixed news sentiment, with no significant catalysts or events driving the stock price
Sentiment Assessment: NEUTRAL (avg. sentiment from recent headlines)
Catalyst Identification:
- No immediate or near-term catalysts identified
Market Narrative:
- Technical signals and news sentiment are aligned in a neutral trend, indicating a balanced risk-reward profile
Risk & Volatility Assessment
Risk Assessment: Beta: 0.27 (vs SPY) - relatively low volatility Alpha: 0.13 - moderate market performance Correlation: 0.06 - weak correlation with the overall market
Volatility Regime:
- Current vs historical volatility levels: HIGH VOLATILITY
Options Market Signals:
- IV rank: 9.3% (Low)
- Current IV: 40.8%
- Expected Move: $3.10 (27 DTE), 7-DTE: $3.10
- Volume Flow: 214 calls vs 28 puts
- Open Interest: 1,405 calls vs 104 puts
Downside Protection:
- Support levels: $60.94 (Bollinger Bands' lower band)
- Risk management considerations: moderate risk with potential for increased volatility
Market Context & Positioning
Sector Performance:
- Relative strength vs sector/market: NEUTRAL
Institutional Activity:
- Volume patterns suggesting institutional interest: LOW
Correlation Analysis:
- How stock moves relative to market (R-squared interpretation): 0.06 - weak correlation
Relative Valuation:
- Position within trading range: MIDDLE
Key Levels & Action Items
Critical Price Levels:
- Support: $60.94 (Bollinger Bands' lower band)
- Resistance: $63.24 (Bollinger Bands' upper band)
Breakout/Breakdown Levels:
- Technical levels that could trigger significant moves: SMA 20 ($62.09) and SMA 50 ($61.25)
Time-Sensitive Catalysts:
- No immediate or near-term catalysts identified
Risk Management:
- Stop-loss levels and position sizing considerations: moderate risk with potential for increased volatility
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-10 | After-Close | 8.71% | 3.32% | 0.38x | Within |
| 2021-05-10 | After-Close | 7.79% | 0.92% | 0.12x | Within |
| 2021-08-05 | After-Close | 8.18% | 7.04% | 0.86x | Within |
| 2021-11-04 | After-Close | 3.86% | 2.55% | 0.66x | Within |
| 2022-02-10 | After-Close | 6.82% | 4.71% | 0.69x | Within |
| 2022-05-09 | After-Close | 9.22% | 7.57% | 0.82x | Within |
| 2022-08-04 | After-Close | 10.92% | 6.19% | 0.57x | Within |
| 2022-11-07 | After-Close | 8.59% | 7.44% | 0.87x | Within |
| 2023-02-09 | After-Close | 7.17% | 0.00% | 0.00x | Within |
| 2023-04-17 | After-Close | 1.15% | 0.71% | 0.62x | Within |
| 2023-08-08 | After-Close | 6.34% | 7.11% | 1.12x | Exceeded |
| 2023-11-07 | After-Close | 7.18% | 2.71% | 0.38x | Within |
| 2024-02-12 | After-Close | 7.03% | 12.76% | 1.82x | Exceeded |
| 2024-05-07 | After-Close | 7.83% | 10.38% | 1.33x | Exceeded |
| 2024-08-07 | After-Close | 12.06% | 4.98% | 0.41x | Within |
| 2024-11-07 | After-Close | 9.74% | 1.14% | 0.12x | Within |
| 2025-02-11 | After-Close | 7.61% | 0.00% | 0.00x | Within |
| 2025-05-08 | After-Close | 11.10% | 1.47% | 0.13x | Within |
| 2025-08-07 | After-Close | 9.12% | 3.36% | 0.37x | Within |
| 2025-11-06 | After-Close | 1.56% | 0.47% | 0.30x | Within |
| 2026-02-23 | After-Close | 4.80% | 1.09% | 0.23x | Within |
| 2026-05-06 | After-Close | 4.63% | 1.42% | 0.31x | Within |
| 2026-08-06 | After-Close | 5.15% | 2.20% | 0.43x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
BHF Options Activity & IV Rank
BHF IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Options Flow
ATM Options Pricing
Chain Summary
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Estimated net dealer gamma is at the 46th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $77.1M | #426 of 3716 | -20.2% | 13F | |
| Soros Fund Management Family office George Soros, Robert Soros, Jonathan Soros | $70.7M | #32 of 251 | +31.8% | 13F | |
| Citadel Hedge fund Ken Griffin | $9.1M | #1657 of 6285 | +974.0% | 13F | |
| Point72 Hedge fund Steve Cohen | $1.1M | #1466 of 1945 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $36K | #3517 of 4729 | +36.5% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
BHF Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Walleye Trading LLC | $101.24M | 33.59% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $49.83M | 16.53% | 2026-06-30 |
| 3 | Caption Management, LLC | $39.71M | 13.18% | 2026-06-30 |
| 4 | Schonfeld Strategic Advisors LLC | $39.40M | 13.08% | 2026-06-30 |
| 5 | Citadel Advisors LLC Custodian | $22.54M | 7.48% | 2026-06-30 |
| 6 | Capula Management Ltd | $13.44M | 4.46% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $10.43M | 3.46% | 2025-09-30 |
| 8 | Eisler Capital Management Ltd. | $5.77M | 1.92% | 2025-09-30 |
| 9 | Simplex Trading, LLC Custodian | $3.48M | 1.15% | 2026-06-30 |
| 10 | GROUP ONE TRADING LLC Custodian | $3.39M | 1.13% | 2026-06-30 |
| 11 | PEAK6 LLC | $3.17M | 1.05% | 2026-06-30 |
| 12 | CSS LLC/IL | $2.39M | 0.79% | 2026-06-30 |
| 13 | EQUITEC PROPRIETARY MARKETS, LLC | $1.90M | 0.63% | 2026-06-30 |
| 14 | Jane Street Group, LLC Custodian | $1.80M | 0.60% | 2026-06-30 |
| 15 | IMC-Chicago, LLC Custodian | $1.49M | 0.49% | 2026-06-30 |
| 16 | HAP TRADING, LLC | $1.06M | 0.35% | 2025-09-30 |
| 17 | PRELUDE CAPITAL MANAGEMENT, LLC | $285.00K | 0.09% | 2026-06-30 |
| 18 | NINE MASTS CAPITAL Ltd | $15.30K | <0.01% | 2026-06-30 |
| 19 | BLUEFIN CAPITAL MANAGEMENT, LLC | $7.50K | <0.01% | 2026-06-30 |
| 20 | FNY Investment Advisers, LLC | $3.00K | <0.01% | 2026-09-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $73.49M | 29.96% | 2026-06-30 |
| 2 | Caption Management, LLC | $42.18M | 17.19% | 2026-06-30 |
| 3 | Walleye Trading LLC | $24.08M | 9.82% | 2026-06-30 |
| 4 | Murchinson Ltd. | $18.99M | 7.74% | 2026-06-30 |
| 5 | Citadel Advisors LLC Custodian | $14.57M | 5.94% | 2026-06-30 |
| 6 | Centiva Capital, LP | $13.35M | 5.44% | 2026-06-30 |
| 7 | EQUITEC PROPRIETARY MARKETS, LLC | $12.53M | 5.11% | 2026-06-30 |
| 8 | Millennium Management LLC Custodian | $12.23M | 4.99% | 2026-06-30 |
| 9 | Governors Lane LP | $10.22M | 4.16% | 2026-06-30 |
| 10 | Wolverine Trading, LLC Custodian | $9.04M | 3.68% | 2025-09-30 |
| 11 | Eisler Capital Management Ltd. | $5.69M | 2.32% | 2025-09-30 |
| 12 | Interval Partners, LP | $3.76M | 1.53% | 2026-06-30 |
| 13 | BOOTHBAY FUND MANAGEMENT, LLC | $1.90M | 0.77% | 2026-06-30 |
| 14 | GLAZER CAPITAL, LLC | $1.37M | 0.56% | 2026-06-30 |
| 15 | GROUP ONE TRADING LLC Custodian | $822.90K | 0.34% | 2026-06-30 |
| 16 | Simplex Trading, LLC Custodian | $455.76K | 0.19% | 2026-06-30 |
| 17 | NINE MASTS CAPITAL Ltd | $336.15K | 0.14% | 2026-06-30 |
| 18 | CSS LLC/IL | $284.85K | 0.12% | 2026-06-30 |
| 19 | JPMorgan Chase & Co Custodian | $12.71K | <0.01% | 2026-06-30 |
BHF Insider Trading (Form 4)
Latest: 2018-06-26| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2018-06-26 | METLIFE INC | Director | — | — | — | EDGAR | |
| 2018-06-26 | METLIFE INC | Director | Gift (G) | −90 | — | EDGAR | |
| 2018-06-18 | METLIFE INC | Director | Sell (S) | −23,155,117 | $44.50 | -$1.03B | EDGAR |
| 2018-05-25 | Anant Bhalla | EVP & Chief Financial Officer | Grant (A) | +66,546 opt | — | EDGAR | |
| 2018-05-25 | Peter M Carlson | EVP & Chief Operating Officer | Grant (A) | +76,054 opt | — | EDGAR | |
| 2018-05-25 | Christine M. DeBiase | EVP, Chief Admin Officer & GC | Grant (A) | +63,773 RSU | — | EDGAR | |
| 2018-05-25 | Lynn A. Dumais | Chief Accounting Officer | Grant (A) | +10,369 RSU | — | EDGAR | |
| 2018-05-25 | Myles Lambert | EVP,Chief Dist. & Mktg.Officer | Grant (A) | +48,958 RSU | — | EDGAR | |
| 2018-05-25 | Conor Murphy | EVP,Chief Prod.& Strategy Off. | Grant (A) | +48,665 RSU | — | EDGAR | |
| 2018-05-25 | John Rosenthal | EVP & Chief Investment Officer | Grant (A) | +69,716 RSU | — | EDGAR | |
| 2018-05-25 | Eric T Steigerwalt | President and CEO | Grant (A) | +285,206 RSU | — | EDGAR | |
| 2018-05-25 | Irene Chang Britt | Director | Grant (A) | +4,694 RSU | — | EDGAR | |
| 2018-05-25 | C Edward Chaplin | Director | Grant (A) | +6,773 RSU | — | EDGAR | |
| 2018-05-25 | Patrick J. Shouvlin | Director | Grant (A) | +4,694 RSU | — | EDGAR | |
| 2018-05-25 | William Francis Wallace | Director | Grant (A) | +4,694 RSU | — | EDGAR |
BHF Board & Officers
As of SEC filings through Sep 3, 2026Directors 9
- Eric T Steigerwalt · since Jul 6, 2017
- C Edward Chaplin · since Aug 4, 2017
- Paul M. Wetzel · since Aug 4, 2017
- Diane E Offereins · since Aug 9, 2017
- Eileen A Mallesch · since Nov 15, 2018
- Stephen C Hooley · since Aug 19, 2020
- Carol Juel · since Nov 17, 2021
- Lizabeth H Zlatkus · since Apr 9, 2024
- Michael J. Inserra · since Apr 9, 2024
Officers 8
- Eric T Steigerwalt · President and CEO · since Jul 6, 2017
- Edward A. Spehar · EVP & Chief Financial Officer · since Aug 12, 2019
- John Rosenthal · EVP & Chief Investment Officer · since Jul 6, 2017
- Myles Lambert · EVP,Chief Mktg.& Dist. Officer · since Jul 6, 2017
- Vonda Huss · EVP & Chief HR Officer · since Jan 28, 2021
- Richard A. Cook · Interim Chief Accounting Off. · since Nov 9, 2024
- Melissa B. Pavlovich · Chief Accounting Officer · since Aug 30, 2025
- Allie Lin · EVP & General Counsel · since Dec 12, 2022
Changes in the last 10 years (41)
| Aug 30, 2025 | Melissa B. Pavlovich became Chief Accounting Officer |
| Nov 9, 2024 | Richard A. Cook became Interim Chief Accounting Off. |
| Oct 3, 2024 | The company announced the departure of Kristine Toscano as Chief Accounting Officer in an SEC filing |
| Apr 9, 2024 | Michael J. Inserra became a director |
| Apr 9, 2024 | Lizabeth H Zlatkus became a director |
| Aug 11, 2023 | The company announced the departure of Irene Chang Britt from the board in an SEC filing |
| Jun 12, 2023 | Patrick J. Shouvlin reported in an SEC filing no longer being a director |
| Mar 27, 2023 | Philip V Bancroft became a director |
| Dec 12, 2022 | Allie Lin became EVP & General Counsel |
| Nov 14, 2022 | The company announced the departure of Christine M. DeBiase as EVP, Chief Admin Officer & GC in an SEC filing |
| Mar 4, 2022 | The company announced the departure of Conor Murphy as EVP & Chief Operating Officer in an SEC filing |
| Nov 17, 2021 | Carol Juel became a director |
| Sep 10, 2021 | Kristine Toscano became Chief Accounting Officer |
| Jun 11, 2021 | Margaret M McCarthy reported in an SEC filing no longer being a director |
| Jan 28, 2021 | Vonda Huss became EVP & Chief HR Officer |
| Aug 19, 2020 | Stephen C Hooley became a director |
| Jun 12, 2020 | William Francis Wallace reported in an SEC filing no longer being a director |
| Aug 23, 2019 | Conor Murphy listed as EVP & Chief Operating Officer (previously Chief Product&Strategy Officer) in SEC filings |
| Aug 12, 2019 | Edward A. Spehar became EVP & Chief Financial Officer |
| Nov 15, 2018 | Margaret M McCarthy became a director |
| Nov 15, 2018 | Eileen A Mallesch became a director |
| May 25, 2018 | Christine M. DeBiase listed as EVP, Chief Admin Officer & GC (previously EVP,Chief LegalOfficer&CorpSec) in SEC filings |
| Sep 11, 2017 | Conor Murphy became Chief Product&Strategy Officer |
| Aug 9, 2017 | Irene Chang Britt became a director |
| Aug 9, 2017 | Diane E Offereins became a director |
| Aug 4, 2017 | William Francis Wallace became a director |
| Aug 4, 2017 | Paul M. Wetzel became a director |
| Aug 4, 2017 | C Edward Chaplin became a director |
| Jul 20, 2017 | Metlife Inc first listed as a director in an SEC filing |
| Jul 17, 2017 | Patrick J. Shouvlin became a director |
| Jul 6, 2017 | Peter M Carlson became a director |
| Jul 6, 2017 | Peter M Carlson became EVP & Chief Operating Officer |
| Jul 6, 2017 | Myles Lambert became EVP,Chief Mktg.& Dist. Officer |
| Jul 6, 2017 | Metlife Inc became a 10% owner |
| Jul 6, 2017 | Lynn A. Dumais became Chief Accounting Officer |
| Jul 6, 2017 | John Rosenthal became EVP & Chief Investment Officer |
| Jul 6, 2017 | John D. McCallion became a director |
| Jul 6, 2017 | Eric T Steigerwalt became a director |
| Jul 6, 2017 | Eric T Steigerwalt became President and CEO |
| Jul 6, 2017 | Christine M. DeBiase became EVP,Chief LegalOfficer&CorpSec |
| Jul 6, 2017 | Anant Bhalla became EVP & Chief Financial Officer |
- Prev
- 1
Not reported recently (6)
- Philip V Bancroft · Last reported as a director in an SEC filing dated Jun 13, 2023
- Lynn A. Dumais · Last reported as Chief Accounting Officer in an SEC filing dated Mar 3, 2021
- Anant Bhalla · Last reported as EVP & Chief Financial Officer in an SEC filing dated Oct 2, 2018
- Metlife Inc · Last reported as a 10% owner in an SEC filing dated Jun 26, 2018
- Peter M Carlson · Last reported as EVP & Chief Operating Officer in an SEC filing dated May 25, 2018
- John D. McCallion · Last reported as a director in an SEC filing dated Jul 6, 2017
BHF Proposed Insider Sales (Form 144)
Latest: 2025-06-03What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-06-03 | Lambert Myles | Officer | 8,400 | $492.7K | 2025-06-03 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2025-06-02 | Huss Vonda | Officer | 3,000 | $178.5K | 2025-06-02 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2025-05-27 | Steigerwalt Eric T | Officer, Director | 25,000 | $1.47M | 2025-05-27 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2025-03-03 | Lambert Myles | Officer | 8,400 | $503.3K | 2025-03-03 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2025-03-03 | Huss Vonda | Officer | 3,000 | $178.0K | 2025-03-03 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2025-02-26 | Steigerwalt Eric T | Officer, Director | 25,000 | $1.48M | 2025-02-26 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2025-01-31 | Rosenthal John | Officer | 10,000 | $610.0K | 2025-01-31 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2024-12-03 | Lambert Myles | Officer | 8,400 | $434.3K | 2024-12-03 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2024-12-03 | Rosenthal John | Officer | 10,000 | $523.1K | 2024-12-03 | MERRILL LYNCH | 10b5-1 | EDGAR |
| 2024-12-02 | Huss Vonda | Officer | 3,000 | $156.6K | 2024-12-02 | MERRILL LYNCH | 10b5-1 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-03 | 0001685040-26-000022 | EDGAR |
| 2026-05-06 | 0001685040-26-000017 | EDGAR |
| 2026-02-23 | 0001685040-26-000009 | EDGAR |
| 2026-02-12 | 0001685040-26-000005 | EDGAR |
| 2025-11-07 | 0001685040-25-000069 | EDGAR |
| 2025-11-06 | 0001685040-25-000065 | EDGAR |
| 2025-11-06 | 0001685040-25-000067 | EDGAR |
| 2025-09-02 | 0001685040-25-000052 | EDGAR |
| 2025-08-07 | 0001685040-25-000046 | EDGAR |
| 2025-06-16 | 0001685040-25-000038 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-24 | 0001685040-26-000011 | EDGAR |
| 2025-02-28 | 0001685040-25-000010 | EDGAR |
| 2024-02-22 | 0001685040-24-000007 | EDGAR |
| 2023-02-23 | 0001685040-23-000011 | EDGAR |
| 2022-02-24 | 0001685040-22-000006 | EDGAR |
| 2021-02-24 | 0001685040-21-000008 | EDGAR |
| 2020-02-26 | 0001685040-20-000007 | EDGAR |
| 2019-02-26 | 0001685040-19-000009 | EDGAR |
| 2018-03-16 | 0001167609-18-000005 | EDGAR |
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-07 | 0001685040-26-000019 | EDGAR |
| 2025-11-07 | 0001685040-25-000071 | EDGAR |
| 2025-08-08 | 0001685040-25-000048 | EDGAR |
| 2025-05-09 | 0001685040-25-000018 | EDGAR |
| 2024-11-08 | 0001685040-24-000053 | EDGAR |
| 2024-08-08 | 0001685040-24-000037 | EDGAR |
| 2024-05-08 | 0001685040-24-000019 | EDGAR |
| 2023-11-08 | 0001685040-23-000073 | EDGAR |
| 2023-08-09 | 0001685040-23-000056 | EDGAR |
| 2023-05-09 | 0001685040-23-000028 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.35% | $110.5M | $31.4B | 2026-10-20 |
| 2 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.08% | $98.2M | $123.0B | 2026-10-20 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $90.5M | — | 2026-09-30 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.04% | $64.6M | — | 2026-09-30 |
| 5 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.20% | $53.0M | — | 2026-10-20 |
| 6 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.14% | $43.5M | — | 2026-10-20 |
| 7 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.07% | $42.0M | — | 2026-09-30 |
| 8 | VXF Vanguard Extended Market ETF | Vanguard | 0.03% | $32.1M | — | 2026-09-30 |
| 9 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.07% | $23.4M | — | 2026-10-20 |
| 10 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.08% | $20.5M | $25.8B | 2026-10-20 |
| 11 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.08% | $17.2M | — | 2026-05-31 |
| 12 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.08% | $14.6M | $18.4B | 2026-10-20 |
| 13 | PFF iShares Preferred and Income Securities ETF | iShares (BlackRock) | 0.12% | $14.3M | $11.9B | 2026-10-20 |
| 14 | IJJ iShares S&P Mid-Cap 400 Value ETF | iShares (BlackRock) | 0.16% | $13.9M | $8.5B | 2026-10-20 |
| 15 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $11.5M | — | 2026-10-20 |
| 16 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.02% | $11.4M | $57.3B | 2026-10-20 |
| 17 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.13% | $9.7M | — | 2026-10-20 |
| 18 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.10% | $9.3M | — | 2026-05-31 |
| 19 | KIE State Street® SPDR® S&P® Insurance ETF | SPDR (State Street) | 1.69% | $9.1M | $536.6M | 2026-10-20 |
| 20 | PGX Invesco Preferred ETF | Invesco | 0.25% | $8.9M | — | 2026-10-20 |
| 21 | BSCR Invesco BulletShares 2027 Corporate Bond ETF | Invesco | 0.17% | $7.8M | — | 2026-10-20 |
| 22 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.01% | $6.0M | $84.5B | 2026-10-20 |
| 23 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.18% | $5.7M | $3.1B | 2026-10-20 |
| 24 | RFV Invesco S&P MidCap 400 Pure Value ETF | Invesco | 1.45% | $4.9M | — | 2026-10-20 |
| 25 | IVOO Vanguard S&P Mid-Cap 400 ETF | Vanguard | 0.08% | $4.8M | — | 2026-09-30 |
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q4 '25 | 2025-12-31 | $1.69B | $112.00M | $1.93 | $-3.00M |
| Q3 '25 | 2025-09-30 | $1.82B | $453.00M | $7.89 | $117.00M |
| Q2 '25 | 2025-06-30 | $871.00M | $60.00M | $1.02 | $-1.00M |
| Q1 '25 | 2025-03-31 | $2.39B | $-294.00M | $-5.04 | $146.00M |
| Q4 '24 | 2024-12-31 | $1.21B | $646.00M | $10.46 | $-118.00M |
| Q3 '24 | 2024-09-30 | $2.02B | $150.00M | $2.47 | $24.00M |
| Q2 '24 | 2024-06-30 | $1.43B | $9.00M | $0.12 | $334.00M |
| Q1 '24 | 2024-03-31 | $74.00M | $-519.00M | $-8.22 | $-530.00M |
| Q4 '23 | 2023-12-31 | $263.00M | $-200.00M | $-3.01 | $1.09B |
| Q3 '23 | 2023-09-30 | $1.17B | $453.00M | $6.89 | — |
| Q2 '23 | 2023-06-30 | $263.00M | $-200.00M | $-3.01 | $600.00M |
| Q1 '23 | 2023-03-31 | $1.28B | $-525.00M | $-7.73 | $-500.00M |
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.