BHFAP Brighthouse Financial, Inc. Depositary Shares 6.6% Non-Cumulative Preferred Stock, Series A

XNAS
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BHFAP — —
Key stats
About
Industry (SIC)
LIFE INSURANCE (6311) · industry map
Exchange
XNAS
Employees
1,400
List Date
2019-03-18
CIK
0001685040
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 …

Summary
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composite
—
No summary data available for this symbol yet.

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.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-1.57%-0.83%16.43%14.00%-4.81%9.21%5.41%
Feb-3.45%0.91%-2.04%-2.10%3.32%0.78%-0.43%
Mar3.27%-4.58%-9.81%-0.57%-8.59%-11.62%-5.32%
Apr-2.88%-1.10%4.31%-9.93%1.68%5.33%-0.43%
May1.95%3.36%-5.08%1.79%3.82%-5.31%0.09%
Jun1.69%-5.57%-6.19%1.14%-11.59%-3.98%-4.08%
Jul-1.94%5.32%3.73%-0.48%-11.90%-5.68%-1.82%
Aug-0.43%-5.03%0.18%2.76%9.43%3.45%1.73%
Sep-3.01%-0.98%2.38%4.16%-8.33%-3.57%-1.56%
Oct1.27%-6.87%-14.76%-1.08%-6.70%-9.32%*-6.24%
Nov-3.62%11.93%6.08%-3.83%6.52%--3.42%
Dec-0.52%-12.35%-2.91%-7.81%-8.35%---6.39%
Total-9.14%-16.59%-10.76%-3.87%-32.46%-20.52%-15.56%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • 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.
Momentum Oscillators
  • 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.

Volume & Volatility
  • 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

SMA 20: $13.14
SMA 50: $13.66
SMA 200: $15.09
Current: $12.45
EMA 12: $12.80
EMA 26: $13.17
MACD: -0.3654 | Signal: -0.0529
BEARISH
ADX (14): 36.89
TREND
+DI: 13.44
−DI: 36.62

Momentum Oscillators

RSI (14): 28.29
OVERSOLD
Stoch %K: 12.75
Stoch %D: 16.71
Williams %R: -92.28

Volume & Volatility

BB Upper: $14.15
BB Lower: $12.13
NEUTRAL
OBV: -1,422,266
Vol SMA 20: 40,715
Vol ROC: 54.57%
ATR: $0.25
True Range: $0.17
HV 20: 19.2%
HV 30: 20.9%
HV 60: 19.5%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers and Primary Risks:

  • Technical indicators suggest a neutral trend, with no clear buy or sell signals.
  • Recent news headlines are mixed, with some negative sentiment but no significant market-moving events.
  • Risk metrics indicate low volatility, which may reduce the potential for large price movements.

Investment Thesis: Brighthouse Financial (BHFAP) is a mid-cap financial company with a complex risk profile. While it has some attractive valuation metrics, its recent performance has been lackluster. A thorough analysis of technical and fundamental indicators suggests that BHFAP's stock may be consolidating before a potential move.

Recent News Sentiment Impact: The sentiment analysis reveals a mix of neutral and negative news headlines, which is not significantly impacting the current market momentum.

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:

  • SMA 20: $15.21 (support)
  • EMA 26: $15.31 (resistance)
  • Upper Bollinger Band: $15.60 (resistance)

Momentum Signals:

  • RSI (14) is neutral at 41.69.
  • MACD signal line is bearish, with a histogram of -0.21.

Volume Analysis: Volume trends and institutional interest signals suggest a defensive stance, with low volume and negative OBV.

News & Sentiment Analysis

Recent Headlines Summary:

  1. Overlooked and Undervalued (neutral) 2-6. Regulatory issues, downgrades, and management changes (negative)

Sentiment Assessment: The overall sentiment is NEUTRAL, reflecting the mixed news headlines.

Catalyst Identification: No significant market-moving events are scheduled in the near term.

Market Narrative: The technical signals suggest a neutral trend, while the recent news headlines indicate some defensive tendencies.

Risk & Volatility Assessment

Beta Interpretation: Beta is 0.20, indicating low volatility relative to the broader market.

Volatility Regime: Current volatility (HV30) is lower than historical levels (HV60).

Options Market Signals: No options data available for analysis.

Downside Protection: Support levels include SMA 20 and EMA 26.

Market Context & Positioning

Sector Performance: Financials are performing relatively weakly compared to the broader market.

Institutional Activity: Low volume and negative OBV suggest institutional interest is defensive.

Correlation Analysis: BHFAP's correlation with the broader market (R-squared) is 0.08, indicating a low relationship.

Relative Valuation: The stock trades within its historical range, suggesting no significant value opportunities or risks.

Key Levels & Action Items

Critical Price Levels:

  • SMA 20: $15.21
  • EMA 26: $15.31
  • Upper Bollinger Band: $15.60

Breakout/Breakdown Levels: None identified.

Time-Sensitive Catalysts: No significant market-moving events are scheduled in the near term.

Risk Management: Monitor the stock's price action and adjust position sizes accordingly, considering the low volatility and neutral trend.

By analyzing the technical indicators, news headlines, and risk metrics, this report provides a comprehensive overview of Brighthouse Financial's (BHFAP) current market situation. The overall assessment is NEUTRAL, with no clear buy or sell signals. The stock may be consolidating before a potential move, and investors should consider monitoring key price levels and adjusting position sizes accordingly to manage risk.

Generated

BHFAP Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

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.

Stage 2 — Skew Adjustment (±25% cap)

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.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • 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.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which 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.
Reading them together

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.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

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.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.2978
Alpha: -24.57%
Correlation: 0.1680
R-Squared: 2.8%
Stock Volatility: 22.6%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time

BHFAP Institutional Ownership (13F)

Institutional 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 Shares Value % of Total % of Float Period
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

BHFAP Insider Trading (Form 4)

Latest: 2026-06-04
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-06-04 Diane E Offereins Director Exer (M) +2,837 — EDGAR
2026-06-04 Lizabeth H Zlatkus Director Exer (M) +2,837 — EDGAR
2026-06-04 C Edward Chaplin Director Exer (M) +4,556 — EDGAR
2026-06-04 Eileen A Mallesch Director Mixed +2,651 RSU — EDGAR
2026-06-04 Michael J. Inserra Director Exer (M) +1,418 — EDGAR
2026-06-04 Stephen C Hooley Director Mixed +2,651 RSU — EDGAR
2026-06-04 Carol Juel Director Mixed +2,651 RSU — EDGAR
2026-06-04 Paul M. Wetzel Director Exer (M) +2,837 — EDGAR
2026-05-05 Carol Juel Director Exer (M) +3,361 — EDGAR
2026-05-05 Paul M. Wetzel Director Exer (M) +4,823 — EDGAR
2026-04-09 Melissa B. Pavlovich Chief Accounting Officer Mixed +3,993 $61.02 -$96.9K EDGAR
2026-03-02 John Rosenthal EVP & Chief Investment Officer Mixed +12,784 $59.98 -$804.0K EDGAR
2026-03-02 Vonda Huss EVP & Chief HR Officer Mixed +8,389 $59.98 -$395.4K EDGAR
2026-03-02 Myles Lambert EVP, Chief Operating Officer Mixed +10,932 $59.98 -$686.4K EDGAR
2026-03-02 Allie Lin EVP & General Counsel Mixed +9,011 $59.98 -$422.0K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

BHFAP Insider Holdings

15 insiders · @ $12.45
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Eric T Steigerwalt President and CEO 382,813 $4.77M -$7.02M 17 2026-03-02
2 John Rosenthal EVP & Chief Investment Officer 86,209 $1.07M -$1.80M 17 2026-03-02
3 Edward A. Spehar EVP & Chief Financial Officer 70,909 $882.8K -$1.17M 16 2026-03-02
4 Myles Lambert EVP, Chief Operating Officer 54,631 $680.2K -$2.55M 18 2026-03-02
5 C Edward Chaplin Director 54,454 $678.0K $170.2K 12 2026-06-04
6 Diane E Offereins Director 28,634 $356.5K $0 10 2026-06-04
7 Vonda Huss EVP & Chief HR Officer 27,320 $340.1K -$1.25M 13 2026-03-02
8 Paul M. Wetzel Director 23,672 $294.7K $0 14 2026-06-04
9 Allie Lin EVP & General Counsel 15,425 $192.0K $0 6 2026-03-02
10 Melissa B. Pavlovich Chief Accounting Officer 14,232 $177.2K $0 2 2026-04-09
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
3 ETFs hold BHFAP
3 shown · $14.45M total exposure
# ETF Provider Weight $ Exposure ETF AUM As Of
1 PFFA Virtus InfraCap U.S. Preferred Stock ETF Nport 0.55% $13.6M — 2026-07-31
2 ICAP Infrastructure Capital Equity Income ETF Nport 0.54% $588,141 — 2026-05-31
3 BNDS Infrastructure Capital Bond Income ETF Nport 0.35% $245,830 — 2026-05-31
Fundamentals

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.

Metrics
  • 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.
How to read the bars
  • 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.