MetLife, IncNYSE: MET
Financials · Life & Health Insurance
$80.37
+0.34%
Vol: 2.4M
Research Digest
Friday, May 1, 2026
MetLife increases quarterly dividend by 4.4% to $0.5925 per share and schedules Q1 2026 earnings release for May 6 with earnings call on May 7.
MetLife's board declared a second quarter 2026 common stock dividend of $0.5925 per share, an increase of 4.4% from the prior quarter dividend of $0.5675. The company will release first quarter 2026 financial results on Wednesday, May 6, 2026 after market close, with an earnings conference call scheduled for Thursday, May 7, 2026. MetLife received notice of an unsolicited mini-tender offer by Potemkin Limited for up to 100,000 shares.
Previous Market Intelligence
13 daysApr 30MetLife increases dividend 4.4% and reports strong asset management growthPositive▶
MetLife's board declared a second quarter 2026 dividend of $0.5925 per share, representing a 4.4% increase from Q1. The company has increased its dividend at an 8.1% compound annual growth rate since 2011, demonstrating consistent shareholder returns. MetLife Investment Management closed its acquisition of PineBridge Investments, creating a combined entity managing $734.7 billion in assets. The company is raising full-year variable investment income guidance to $1.6 billion before taxes. Q1 2026 earnings are scheduled for May 6, with ongoing momentum in insurance and asset management segments supporting positive sentiment.
Apr 29MetLife boosts quarterly dividend by 4.4% to $0.5925 per sharePositive▶
MetLife Inc announced a 4.4% dividend increase to $0.5925 per share on April 28, with payment on June 9 to shareholders of record on May 12. The company has increased its quarterly dividend at an 8.1% compound annual growth rate since 2011. Q1 earnings are projected for May 6. MetLife reported increasing retirement income concerns among pre-retirees, driving interest in guaranteed income products. The company is expanding Water Tower Place in Chicago with $170 million redevelopment.
Apr 16MetLife Investment Management closed PineBridge acquisition managing $734.7B combined AUM; Q1 2026 EPS expected $2.21 (+12.8% YoY).Positive▶
MetLife closed strategic PineBridge acquisition positioning MIM as top-tier diversified global asset manager. Q1 2026 earnings expected May 6 with anticipated EPS of $2.21 representing 12.8% YoY growth. Board appointed Dan Glaser and Michelle Seitz as directors; Jordan Canter joins as head of Federal Government Affairs. Q1 dividend declared $0.5675 per share. Analysts rate Strong Buy with $93.93 PT.
Apr 15UBS raised MetLife price target to $102 from $98 citing strong EPS growth, as the insurer originates $26 billion in private fixed income transactions in 2025.Positive▶
MetLife Investment Management announced it originated approximately $26 billion in private fixed income transactions for clients in 2025, bringing total AUM on its private fixed income platform to $144.7 billion. UBS raised its price target on MetLife to $102 from $98 with a Buy rating on April 9, 2026. Barclays lowered its target to $89 from $92 maintaining Overweight. Q1 2026 earnings are scheduled for May 6, 2026.
Apr 14UBS raised MetLife price target to $102 and company announced Andrea Drasites as head of Real Estate and Agricultural Finance at MetLife Investment Management.Positive▶
UBS raised MetLife price target to $102 from $98, maintaining a Buy rating. MetLife Investment Management announced it originated $26B in private fixed income transactions in 2025, with total AUM reaching $144.7B. Andrea Drasites joins MetLife Investment Management as global head of Real Estate and Agricultural Finance. The company provided Q1 2026 preliminary variable investment income guidance of $475-525M.
Apr 13MetLife raises private fixed income assets to $144.7 billion; UBS raises price target to $102 ahead of Q1 earnings on May 6.Positive▶
MetLife Investment Management announced $26 billion in private fixed income transactions originated in 2025, bringing total AUM to $144.7 billion. The company appointed Andrea Drasites as global head of Real Estate and Agricultural Finance. Q1 2026 variable investment income estimated at $475-525 million. UBS raised price target to $102 from $98 (Buy), while Barclays lowered target to $89 from $92 (Overweight). Q1 2026 earnings release scheduled for May 6.
Apr 10MetLife guides Q1 2026 variable investment income $475-525M; Q1 earnings due May 6.Positive▶
MetLife released Form 8-K on April 7 providing preliminary variable investment income guidance of $475-525M (pre-tax) for Q1 2026. Analysts expect Q1 EPS of $2.21, up 12.8% from $1.96 YoY. Investment management segment originated $26 billion in private fixed income transactions in 2025. 11 of 19 analysts rate Strong Buy with average price target of $91.44.
Apr 9MetLife estimates Q1 2026 variable investment income at $475-525 million; appoints new real estate chiefPositive▶
MetLife released preliminary Q1 2026 variable investment income guidance of $475-$525 million pre-tax on April 7 via Form 8-K filing, providing early visibility into investment performance ahead of formal earnings on May 6. Leadership change announced as Andrea Drasites appointed global head of real estate and agricultural finance effective October, overseeing $108.9 billion in real estate assets at MetLife Investment Management. Company concluded major acquisitions including PineBridge Investments with combined $734.7 billion in assets under management. Analyst consensus rates MET as Buy with $89.00 price target. Insurance and investment management platform expanding capabilities to serve growing pre-retiree and retiree base.
Apr 8MetLife announces Q1 2026 variable investment income guidance and board appointmentsPositive▶
MetLife issued preliminary Q1 2026 variable investment income guidance of $475-525M pre-tax, with full-year 2026 guidance at ~$1.6B. Appointed Dan Glaser and Michelle Seitz to Board. MetLife Investment Management hired new head of real estate/agriculture from Blackstone for $108.9B real estate portfolio. Q1 dividend declared at $0.5675/share. Stock trades with Buy consensus (14 analysts, $95.0 PT = 35.93% upside). Re-initiated Outperform at Keefe Bruyette (March 26, 2026).
Apr 7Keefe Bruyette re-initiates MetLife with Outperform; new Federal Affairs head announced.Positive▶
MetLife re-initiated Outperform at Keefe Bruyette April 2. Jordan Canter joining as head of Federal Government Affairs effective April 20. Q1 2026 dividend $0.5675. Stock $70.77. 14 analysts rate Buy with $95.00 target (+35.93%).
Apr 6MetLife stock down 12.8% over six months as earnings decline offsets revenue growth.Neutral▶
MetLife reported 2025 revenue of $77.08 billion (+8.59% YoY), but earnings declined -24.92% to $3.17 billion, creating mixed market sentiment. Current stock price is $70.72, trading 51.7% below estimated fair value, with a 12-month analyst consensus price target of $95.00 representing 35.93% upside. 14 analysts rate the stock "Buy," suggesting potential recovery despite recent headwinds. Recent corporate action includes the appointment of Jordan Canter as head of Federal Government Affairs and Regulatory Policy, effective April 20, 2026. The valuation discount and positive analyst outlook suggest market concerns may be temporary, though regulatory pressures and elevated debt levels remain challenges. The stock's 12.8% decline over six months reflects investor caution amid earnings pressure and macroeconomic uncertainty.
Apr 3MetLife names Andrea Drasites Head of Real Estate and Agricultural Finance; recognized as Fortune Best Company for 4th year.Neutral▶
MetLife Investment Management announced Andrea Drasites will join as global head of Real Estate and Agricultural Finance, effective October 1, 2026. On April 1, Fortune recognized MetLife as a 2026 Best Company to Work For (fourth consecutive year). Stock price at $70.72 with consensus Buy rating from 13 analysts and $94.62 average price target.
Apr 2No significant overnight updates; MetLife completed PineBridge Investments acquisition managing $734.7B combined assets, with next earnings May 6.Neutral▶
MetLife Inc. completed its acquisition of PineBridge Investments in December 2025, managing $734.7 billion in combined assets. The company is experiencing mixed performance with a 12.8% decline in shares over six months. Analysts cite concerns over limited premium growth and valuation metrics. No breaking news from the last 24 hours. Next earnings May 6, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| AFLAFLAC | $112.86 | -0.71% | +3.1% | 14.7x | 0.65 | $58.6B |
| METMETLIFE | $80.37 | +0.34% | +12.8% | 7.3x | 0.73 | $52.2B |
| PRUPRUDENTIAL | $98.74 | +0.64% | +0.3% | 6.7x | 0.94 | $34.1B |
| PFGPRINCIPAL | $101.35 | +0.43% | +10.8% | 9.9x | 0.88 | $21.8B |
| GLGLOBE | $152.80 | -0.98% | +7.6% | 9.3x | 0.47 | $12.1B |
| BRK.BBERKSHIRE | $474.00 | +0.08% | -0.6% | 21.8x | 0.70 | $1.02T |
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