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Brighthouse Financial BHF Index-linked Annuities — Policyholder Account Balance, Surrender and Withdrawal

Other product segments

Fixed Rate Annuities
$300M
Variable Annuities
$147M
ULSG
$6M
Company-Owned Life Insurance
$0

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$2.82B-0.2%
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FNFIndexed annuities — Policyholder Account Balance, Surrender and Withdrawal
$978M+290%
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JXNFixed Index Annuities — Policyholder Account Balance, Surrender and Withdrawal
$341M-29.7%
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HMNFixed Indexed Account Annuities — Policyholder Account Balance, Surrender and Withdrawal
$9.9M-25.0%
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RITMFixed Indexed Annuities — Policyholder Account Balance, Surrender and Withdrawal
$52K+6,833%

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 us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.

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 index-linked annuities — policyholder account balance, surrender and withdrawal?
Brighthouse Financial (BHF) reported index-linked annuities — policyholder account balance, surrender and withdrawal of $2.2B in Q1 2026.
How has Brighthouse Financial's index-linked annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
Brighthouse Financial's index-linked annuities — policyholder account balance, surrender and withdrawal increased by 36.1% year-over-year, from $1.61B to $2.2B.
What is the long-term trend for Brighthouse Financial's index-linked annuities — policyholder account balance, surrender and withdrawal?
Over 4 years (2021 to 2025), Brighthouse Financial's index-linked annuities — policyholder account balance, surrender and withdrawal has grown at a 53.4% compound annual growth rate (CAGR), from $1.42B to $7.86B.
What does index-linked annuities — policyholder account balance, surrender and withdrawal mean?
Tracks the total value of funds removed from index-linked annuity accounts by policyholders through voluntary surrenders or partial withdrawals. High levels of this activity may indicate increased policyholder churn or liquidity needs, potentially impacting assets under management.