What is the 13F Pro Quality Score for BHF?

13F Pro ranks Brighthouse Financial, Inc. (BHF) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BHF's current score at https://13fpro.ai/company/BHF (free sign-up required for the full ranking).

Which hedge funds own the most BHF stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of BHF include BlackRock,, UBS Group AG, DIMENSIONAL FUND ADVISORS. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/BHF as soon as new 13F filings post.

Where does 13F Pro source BHF data?

All Brighthouse Financial, Inc. fundamentals and ownership data come directly from SEC EDGAR. Brighthouse Financial, Inc. files with the SEC under CIK 1685040. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BHF in?

Brighthouse Financial, Inc. (BHF) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is BHF research updated on 13F Pro?

BHF's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Brighthouse Financial, Inc.(BHF)Stock Analysis

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13F Pro Quality Score

68.4/100

Rank #319 of 2,961 stocksTOP 25%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

86.5/100

Profitability

72.5/100

Balance Sheet

36.0/100

Earnings Quality

8.0/100

Free Cash Flow

18.0/100

Institutional Flow

29.1/100

Revenue Scale

81.9/100

Dilution Risk

70.1/100

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Why BHF Scores 68/100

exact factor attribution · 2026-09-11

BHF's composite is driven by revenue growth and scale, held back by free cash flow and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+9.7 pts

87th pct

Scale

+6.4 pts

82th pct

Profitability

+4.5 pts

73th pct

Shareholder dilution

+1.3 pts

70th pct

Earnings growth

-0.3 pts

46th pct

Institutional flow

-1.4 pts

29th pct

Capital efficiency

-1.9 pts

36th pct

Earnings quality

-4.2 pts

8th pct

Free cash flow

-4.8 pts

18th pct

Latest change (2026-08-09): 55 → 63 · ↑ Profit margin 21→81; despite ↓ Revenue growth 93→73

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

BHF Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Brighthouse Financial, Inc. (BHF), a Financials sector company. 13F Pro's AI-powered ranking engine scores BHF at 68.4/100 on a 32-signal composite quality model, placing it at rank #319 of 2,961 stocks — the top 25% of the AI-ranked universe. BHF scores in the top quartile across revenue growth (86.5), revenue scale (81.9). Areas of concern include earnings quality (8.0) and free cash flow (18.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Brighthouse Financial, Inc. reports quarterly revenue of $1.6B, net income of $981.0M. Top institutional holders of BHF by reported 13-F value include BlackRock, UBS Group AG, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. BHF trades on the Nasdaq exchange and files with the SEC under CIK 1685040. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BHF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Brighthouse Financial, Inc. directly from SEC EDGAR. Brighthouse Financial, Inc.'s 13F Pro composite quality score has ranged between 27 and 73 since 2021, currently 68.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving BHF's Business? Latest 10-Q Breakdown

✓ 18/18 datapoints verified

AI-extracted from Brighthouse Financial, Inc.'s 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 adjusted earnings of $258M (+30% YoY) driven by higher net investment spread and lower insurance costs, though offset by unfavorable variable annuity and Shield embedded derivative performance.

Biggest Revenue Drivers

Net investment income$1,241M-3% YoY

Lower returns on other limited partnerships, partially offset by higher yields on long-term assets.

Universal life and investment-type product policy fees$570M+3% YoY

Higher fee income due to lower ceded COI fees consistent with favorable equity market returns in Life segment.

Biggest Revenue Drivers

Total revenue: $1,622M+86% YoY

Net investment income$1,241M-3% YoY

Lower returns on other limited partnerships, partially offset by higher yields on long-term assets.

Universal life and investment-type product policy fees$570M+3% YoY

Higher fee income due to lower ceded COI fees consistent with favorable equity market returns in Life segment.

Largest Expense Items

Policyholder benefits and claims$591M-17% YoY

Lower claims, net of reinsurance, in Run-off and Life segments.

Change in market risk benefits($1,370M) benefitFavorable vs. ($1,101M) benefit YoY

Favorable decreases in annuity guaranteed benefits liabilities due to increasing equity markets and interest rates.

Other expenses$449M+1% YoY

Higher deferred compensation expenses, partially offset by lower operational expenses.

Amortization of DAC and VOBA$157M+5% YoY

Higher amortization resulting primarily from changes in policyholder behavior in Annuities segment.

Margins: Adjusted gross margins improved as higher net investment spread and lower insurance-related costs were only partially offset by higher DAC amortization. Operating margins benefited from favorable market-driven changes in variable annuity guaranteed benefit liabilities, though embedded derivative losses on Shield products partially offset gains.

Watch Items from the Filing

Pending Aquarian merger closing conditions: insurance regulatory approvals in Delaware, New York and Massachusetts remain outstanding; share repurchase program suspended under Merger Agreement.
Variable annuity liabilities highly sensitive to equity market and interest rate movements; Q2 favorable mark-to-market of $1.3B can reverse quickly; net amount at risk on living benefits $5.6B.
Fixed maturity securities unrealized losses of $5.8B (7% of portfolio) due to prior interest rate increases; 97% investment grade but significant duration risk remains.
Two class action litigation matters (Richard A. Newton and Lawrence Martin) certified for breach of contract claims related to universal life COI rates; Lawrence Martin settlement ~$9.3M pending court approval.
Commercial real estate exposure through $11.9B mortgage loans (52% of total) and $5.8B CMBS; office properties represent 22% of commercial mortgage portfolio amid hybrid work trend.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.6B

Net Income

Q2 2026

$981.0M

ROIC

Q2 2026

50.5%

D/E Ratio

Q2 2026

0.48

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+43.2% YoY

$6.77BFY 2025

FY22 $6.87BFY23 $4.12BFY24 $4.72BFY25 $6.77B

Net Income

+11.6% YoY

$433.0MFY 2025

FY22 $3.88BFY23 $-1.11BFY24 $388.0MFY25 $433.0M

EPS (Diluted)

+23.1% YoY

$5.71FY 2025

FY22 $51.30FY23 $-18.39FY24 $4.64FY25 $5.71

Total Assets

+1.4% YoY

$241.80BFY 2025

FY22 $224.85BFY23 $236.34BFY24 $238.54BFY25 $241.80B

Total Debt

+0.0% YoY

$3.15BFY 2025

FY22 $3.16BFY23 $3.16BFY24 $3.15BFY25 $3.15B

Op. Cash Flow

+189.3% YoY

$259.0MFY 2025

FY22 $-1.23BFY23 $-137.0MFY24 $-290.0MFY25 $259.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$6.77B +43.2%	$4.72B +14.7%	$4.12B -40.1%	$6.87B +38.1%	$4.98B -41.5%	$8.50B
Net Income	$433.0M +11.6%	$388.0M +134.9%	$-1.11B -128.7%	$3.88B +136.1%	$1.64B +254.9%	$-1.06B
EPS (Diluted)	$5.71 +23.1%	$4.64 +125.2%	$-18.39 -135.8%	$51.30 +179.0%	$18.39 +258.8%	$-11.58
Total Assets	$241.80B +1.4%	$238.54B +0.9%	$236.34B +5.1%	$224.85B -14.3%	$262.26B +5.8%	$247.87B
Total Debt	$3.15B +0.0%	$3.15B -0.0%	$3.16B +0.0%	$3.16B -0.0%	$3.16B -8.1%	$3.44B
Operating Cash Flow	$259.0M +189.3%	$-290.0M -111.7%	$-137.0M +88.8%	$-1.23B -291.6%	$641.0M -27.8%	$888.0M

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Available Research

13F Pro tracks comprehensive data for Brighthouse Financial, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BHF

BlackRock, Inc.
$341.4M5,393,709 sh
UBS Group AG
$265.9M4,200,939 sh
DIMENSIONAL FUND ADVISORS LP
$230.1M3,634,379 sh
DME Capital Management, LP
$179.9M2,842,100 sh
AMERICAN CENTURY COMPANIES INC
$168.0M2,653,810 sh
VANGUARD CAPITAL MANAGEMENT LLC
$164.4M2,596,834 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$157.7M2,491,401 sh
STATE STREET CORP
$131.8M2,082,421 sh
MORGAN STANLEY
$118.9M1,878,445 sh
MILLENNIUM MANAGEMENT LLC
$77.1M1,218,367 sh

Fund	Value	Shares
BlackRock, Inc.	$341.4M	5,393,709
UBS Group AG	$265.9M	4,200,939
DIMENSIONAL FUND ADVISORS LP	$230.1M	3,634,379
DME Capital Management, LP	$179.9M	2,842,100
AMERICAN CENTURY COMPANIES INC	$168.0M	2,653,810
VANGUARD CAPITAL MANAGEMENT LLC	$164.4M	2,596,834
VANGUARD PORTFOLIO MANAGEMENT LLC	$157.7M	2,491,401
STATE STREET CORP	$131.8M	2,082,421
MORGAN STANLEY	$118.9M	1,878,445
MILLENNIUM MANAGEMENT LLC	$77.1M	1,218,367

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Is BHF a good stock to buy?

13F Pro's AI-powered analysis of Brighthouse Financial, Inc. (BHF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BHF are available on the BHF stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BHF is classified as a mid company.

Which hedge funds own BHF?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BHF. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Brighthouse Financial, Inc.'s investment landscape.