Skip to content
OpenCapital
Get started

Brighthouse Financial BHF Fixed Rate Annuities — Policyholder Account Balance, Surrender and Withdrawal

Other product segments

Index-linked Annuities
$1.61B—
Variable Annuities
$147M—
ULSG
$6M—
Company-Owned Life Insurance
$0—

Similar metrics at other companies

F&G Annuities & Life logo
FGFixed rate annuities — Policyholder Account Balance, Surrender and Withdrawal
$605M+925%
Fidelity National Financial logo
FNFFixed rate annuities — Policyholder Account Balance, Surrender and Withdrawal
$605M+925%
Horace Mann Educators logo
HMNFixed Account Annuities — Policyholder Account Balance, Surrender and Withdrawal
$74M-17.0%
MetLife logo
METFixed Annuity — Policyholder Account Balance, Surrender and Withdrawal
$863M+20.7%
Aflac logo
AFLFixed Annuity — Policyholder Account Balance, Surrender and Withdrawal
$19M+5.6%
KKR & Co. logo
KKRFixed Rate Annuities — Policyholder Account Balance, Benefit Payment, Surrender, And Withdrawal
$2.36B-5.7%

Other financials

Income statement

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

Balance sheet

See full
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

See full
Operating cash flow-$221.0M-251%

Valuation

See full
Market cap$3.65B+1.7%

Profitability

See full
Net margin-1.1%-9.8pp

Returns & leverage

See full
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 us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.

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

Ask your AI about Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal?
Brighthouse Financial (BHF) reported fixed rate annuities — policyholder account balance, surrender and withdrawal of $373M in Q1 2026.
How has Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal increased by 24.3% year-over-year, from $300M to $373M.
What is the long-term trend for Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal?
Over 4 years (2021 to 2025), Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal has grown at a 46.8% compound annual growth rate (CAGR), from $610M to $2.84B.
What does fixed rate annuities — policyholder account balance, surrender and withdrawal mean?
This represents the total value of assets withdrawn or surrendered by policyholders from their fixed-rate annuity accounts before or at maturity. High levels of surrenders can indicate competitive pressure, changing interest rate environments, or potential liquidity risks for the insurer. Monitoring this metric is essential for assessing policyholder retention and the stability of the annuity book.