Skip to content
Screener

Brighthouse Financial BHF Funding agreements classified as investment contracts — Policyholder Account Balance

Other product segments

Index-linked Annuities
$50.24B
Fixed Rate Annuities
$14.62B
ULSG
$4.62B
Variable Annuities
$3.63B
Company-Owned Life Insurance
$645M

Similar metrics at other companies

KKR & Co. logo
KKRFunding Agreements — Policyholder Account Balance
$12.3B+48.2%
Voya Financial logo
VOYANon-puttable funding agreement — Policyholder Account Balance
$2.25B+60.8%
Prudential Financial logo
PRURetirement — Policyholder Account Balance
$20.83B+27.5%
KKR & Co. logo
KKROther — Policyholder Account Balance
$11.8B+24.8%
Citizens logo
CIASupplemental Contracts Without Life Contingencies — Policyholder Account Balance
$92.64M+29.8%
KKR & Co. logo
KKRInsurance — Policyholder Account Balance
$150.29B+5.9%

Other financials

Income statement

See full
Revenue$1.6B+86.2%
Net income$981.0M+1,054%
EPS (diluted)$16.53+1,521%

Balance sheet

See full
Cash & equivalents$7.1B+28.2%
Total debt$3.2B0.0%
Total equity$6.6B+15.5%
Total assets$247.18B+1.9%

Cash flow

See full
Operating cash flow-$431.0M

Valuation

See full
Market cap$3.57B+31.0%
Enterprise value-$379.6M-211%
P/E4.3×+0.2×
P/S0.5×+0.1×

Profitability

See full
Net margin12.5%+2.2pp

Returns & leverage

See full
Return on equity13.6%+0.1pp
Debt / equity0.5×-0.1×

Where this comes from

Reported directly by Brighthouse Financial in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderFunds.

The source filing: Brighthouse Financial’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:12 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001685040-26-000028
Line itemJune 30, 2026June 30, 2025
Policyholder account balances reported in the preceding rollforward table$78,411$76,350
Funding agreements classified as investment contracts9,13110,174
Institutional group annuities660566
Other investment contract liabilities874956
Total policyholder account balances$89,076$88,046

Item 1. Financial Statements

FAQ

What is Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance?
Brighthouse Financial (BHF) reported funding agreements classified as investment contracts — policyholder account balance of $9.13B in Q2 2026.
How has Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance changed year-over-year?
Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance decreased by 10.3% year-over-year, from $10.17B to $9.13B.
What is the long-term trend for Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance?
Over 3 years (2022 to 2025), Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance has grown at a 1.9% compound annual growth rate (CAGR), from $37.46B to $39.67B.
What does funding agreements classified as investment contracts — policyholder account balance mean?
This metric represents the total policyholder account balance associated with institutional funding agreements that are accounted for as investment contracts rather than insurance contracts. These agreements typically involve the issuance of debt-like instruments to institutional investors, providing the company with a source of capital to be invested in spread-based assets. It serves as a key indicator of the scale of the company's institutional spread business and its ability to generate net investment income through asset-liability management.

Ask your AI about Brighthouse Financial's funding agreements classified as investment contracts — policyholder account balance.

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

Connect your AI
Harbor at dusk
Claude