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

Other product segments

Index-linked Annuities
$1.61B
Fixed Rate Annuities
$300M
ULSG
$6M
Company-Owned Life Insurance
$0

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$920M+50.3%
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PFGVariable Annuity — Policyholder Account Balance Surrender Withdrawal And Benefit Payment
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HMNFixed Account Annuities — Policyholder Account Balance, Surrender and Withdrawal
$74M-17.0%
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KKRVariable Annuities — Separate Account, Liability, Surrender and Withdrawal
$125.46M-7.4%
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LNCVariable Annuities — Separate Account, Liability, Withdrawal
460,000,000,000%+68,500,000,000pp

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 variable annuities — policyholder account balance, surrender and withdrawal?
Brighthouse Financial (BHF) reported variable annuities — policyholder account balance, surrender and withdrawal of $121M in Q1 2026.
How has Brighthouse Financial's variable annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
Brighthouse Financial's variable annuities — policyholder account balance, surrender and withdrawal decreased by 17.7% year-over-year, from $147M to $121M.
What is the long-term trend for Brighthouse Financial's variable annuities — policyholder account balance, surrender and withdrawal?
Over 4 years (2021 to 2025), Brighthouse Financial's variable annuities — policyholder account balance, surrender and withdrawal has grown at a -1.5% compound annual growth rate (CAGR), from $644M to $605M.
What does variable annuities — policyholder account balance, surrender and withdrawal mean?
Tracks the total value of funds removed from variable annuity accounts by policyholders through surrenders or partial withdrawals. High levels of this activity may indicate increased lapse rates or liquidity needs, which can impact the stability of the asset base and future fee income.