What does variable annuities — investment performance mean?

The net change in the value of separate account assets driven by market fluctuations and investment returns. This metric demonstrates how the underlying fund performance impacts the total value of the annuity liabilities and the associated assets held for policyholders.

Brighthouse Financial (BHF) Variable Annuities — Investment performance

Screener

Other product segments

Company-Owned Life Insurance

$147M—

Similar metrics at other companies

VOYADeferred Variable Annuity — Investment performance

1,200,100,000,000%+357,300,000,000pp

METInvestment Product — Investment performance

285,200,000,000%+72,300,000,000pp

EQHEG — Investment performance

431,800,000,000%+175,000,000,000pp

EQHEI — Investment performance

62,400,000,000%+20,900,000,000pp

EQHIE — Investment performance

51,700,000,000%+17,500,000,000pp

EQHMomentum — Investment performance

58,800,000,000%+17,900,000,000pp

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

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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

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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:SeparateAccountLiabilityIncreaseDecreaseFromInvestedPerformance.

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 item	Six Months Ended June 30, 2026 / Variable Annuities	Six Months Ended June 30, 2026 / Universal Life Insurance	Six Months Ended June 30, 2026 / Company-Owned Life Insurance	Six Months Ended June 30, 2025 / Variable Annuities	Six Months Ended June 30, 2025 / Universal Life Insurance	Six Months Ended June 30, 2025 / Company-Owned Life Insurance
Premiums and deposits	476	67	—	478	74	—
Surrenders and withdrawals	(4,218)	(135)	(52)	(3,843)	(114)	(4)
Benefit payments	(846)	(37)	(19)	(848)	(49)	(17)
Investment performance	5,370	574	160	4,925	425	115
Policy charges	(981)	(109)	(25)	(1,003)	(108)	(28)
Net transfers from (to) general account	(59)	(13)	—	(66)	(15)	525
Other	(15)	2	—	(12)	—	—
Balance, end of period	$75,645	$7,209	$2,521	$76,782	$6,632	$2,399

Item 1. Financial Statements

FAQ

What is Brighthouse Financial's variable annuities — investment performance?: Brighthouse Financial (BHF) reported variable annuities — investment performance of $6.84B in Q2 2026.
How has Brighthouse Financial's variable annuities — investment performance changed year-over-year?: Brighthouse Financial's variable annuities — investment performance increased by 25.5% year-over-year, from $5.45B to $6.84B.
What does variable annuities — investment performance mean?: The net change in the value of separate account assets driven by market fluctuations and investment returns. This metric demonstrates how the underlying fund performance impacts the total value of the annuity liabilities and the associated assets held for policyholders.