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Brighthouse Financial BHF Fixed Rate Annuities — Cash surrender value

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$17.78B+6.4%
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$52.28M-99.9%
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$17.78B+6.4%
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$4.43B-0.3%
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METFixed Annuity — Cash surrender value
$45.45B+11.9%

Other financials

Income statement

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Revenue$1.5B-36.1%
Net income-$766.0M-186%
EPS (diluted)-$13.82-174%

Balance sheet

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Cash & equivalents$4.9B+5.1%
Total debt$3.2B0.0%
Total equity$5.6B+6.2%
Total assets$236.80B+0.9%

Cash flow

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Operating cash flow-$221.0M-251%

Valuation

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Market cap$3.65B+1.7%

Profitability

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Net margin-1.1%-9.8pp

Returns & leverage

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Return on equity-1.2%-14.2pp
Debt / equity0.6×0.0×

Where this comes from

Reported directly by Brighthouse Financial in its filing.

Tagged under the XBRL concept bhf:CashSurrenderValue.

The official record: Brighthouse Financial’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Brighthouse Financial's fixed rate annuities — cash surrender value?
Brighthouse Financial (BHF) reported fixed rate annuities — cash surrender value of $13.01B in Q1 2026.
How has Brighthouse Financial's fixed rate annuities — cash surrender value changed year-over-year?
Brighthouse Financial's fixed rate annuities — cash surrender value decreased by 8.7% year-over-year, from $14.25B to $13.01B.
What is the long-term trend for Brighthouse Financial's fixed rate annuities — cash surrender value?
Over 3 years (2022 to 2025), Brighthouse Financial's fixed rate annuities — cash surrender value has grown at a 4.7% compound annual growth rate (CAGR), from $48.62B to $55.81B.
What does fixed rate annuities — cash surrender value mean?
The total amount of cash that would be paid to policyholders if they were to terminate their fixed rate annuity contracts immediately. This metric reflects the liquidity risk associated with the annuity portfolio and the potential for policyholder outflows. High surrender values relative to account balances may indicate increased sensitivity to interest rate environments or competitive market conditions.