Is Brighthouse Financial Still Appealing Following Its Recent Performance and Capital Strategy Changes?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 07 2025
0mins
Should l Buy BHF?
Source: Yahoo Finance
Current Stock Performance: Brighthouse Financial's stock has seen a slight decline recently but remains up 36.2% year-to-date, with significant gains over the past year and five years.
Valuation Insights: The company scores a 4 out of 6 on valuation checks, indicating that the market may not fully reflect its fundamentals, with an intrinsic value estimated at about $65.40 per share.
Price-to-Earnings Ratio Analysis: Brighthouse Financial's current PE ratio of 4.3x is significantly lower than industry averages, suggesting market skepticism about its earnings durability, while a proprietary Fair Ratio indicates potential undervaluation.
Investment Considerations: Investors are encouraged to explore different narratives and forecasts regarding Brighthouse Financial's future performance to make informed decisions about buying, holding, or selling the stock.
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Analyst Views on BHF
Wall Street analysts forecast BHF stock price to rise
6 Analyst Rating
0 Buy
5 Hold
1 Sell
Hold
Current: 64.090
Low
63.00
Averages
67.60
High
70.00
Current: 64.090
Low
63.00
Averages
67.60
High
70.00
About BHF
Brighthouse Financial, Inc. is a provider of annuities and life insurance in the United States. The Company’s segments include Annuities; Life; Run-off, and Corporate & Other. The Annuities segment consists of a variety of variable, fixed, index-linked and income annuities designed to address contract holders needs for protected wealth accumulation on a tax-deferred basis, wealth transfer and income security. The Life segment consists of insurance products, including term, universal, whole and variable life products designed to address policyholders needs for financial security and protected wealth transfer, which may be on a tax-advantaged basis. The Run-off segment consists primarily of products that are no longer actively sold and are separately managed, including universal life with secondary guarantees, structured settlements, pension risk transfer contracts, certain Company-owned life insurance policies and certain funding agreements.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Cash Return per Share: Under the terms of the merger agreement, common shareholders of Brighthouse Financial will receive $70.00 in cash per share upon completion of the transaction, reflecting recognition of the company's value and providing substantial returns to shareholders.
- Expected Transaction Closure: The transaction is anticipated to close in 2026, demonstrating confidence from both parties in the integration process and laying a foundation for future strategic development.
- Positive Market Reaction: While the market holds a sell rating on Brighthouse Financial's preferred shares, the approval of this merger transaction may alter investor perceptions of the company, enhancing its competitiveness in the financial services sector.
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- Shareholder Rights Concern: The transaction offers Brighthouse shareholders $70 in cash per share, and KSF is reviewing whether this compensation is adequate, which could impact shareholder acceptance and future investment decisions.
- Legal Consultation Services: KSF is providing no-obligation legal consultations, encouraging shareholders to discuss potential undervaluation of the deal, highlighting the importance of shareholder rights and necessary legal support.
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- Privatization Process: Following the expected completion of the acquisition in 2026, Brighthouse will be taken private but will continue to operate as a separate entity, a strategy that will help Aquarian better integrate resources and optimize operations.
- Market Reaction Analysis: Despite the acquisition price of $70 per share, Brighthouse's stock is currently trading slightly below $65, reflecting market skepticism about the likelihood of the deal closing, while also presenting an opportunity for arbitrage investors.
See More
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- Merger Agreement Approved: Brighthouse Financial shareholders have approved the merger agreement with Aquarian Capital, under which Aquarian will acquire the company in an all-cash transaction valued at approximately $4.1 billion, indicating a positive market response to the deal.
- Cash Return per Share: Under the terms of the merger agreement, common shareholders of Brighthouse Financial will receive $70.00 in cash per share upon completion of the transaction, reflecting recognition of the company's value and providing substantial returns to shareholders.
- Expected Transaction Closure: The transaction is anticipated to close in 2026, demonstrating confidence from both parties in the integration process and laying a foundation for future strategic development.
- Positive Market Reaction: While the market holds a sell rating on Brighthouse Financial's preferred shares, the approval of this merger transaction may alter investor perceptions of the company, enhancing its competitiveness in the financial services sector.
See More
Halper Sadeh Investigates Ryerson and Sonida Mergers for Shareholder Rights
- Ryerson Merger Investigation: Halper Sadeh LLC is investigating the merger between Ryerson Holding and Olympic Steel, which will result in Ryerson shareholders owning approximately 63% of the combined entity, potentially impacting shareholder rights.
- Sonida Merger Review: The merger of Sonida Senior Living with CNL Healthcare Properties will result in existing Sonida shareholders holding between 39.5% and 50% of the new company's diluted common equity, prompting Halper Sadeh LLC to assess its implications for shareholders.
- Brighthouse Sale Details: Brighthouse Financial is being sold to Aquarian Capital for $70.00 per share, and Halper Sadeh LLC may seek to negotiate increased consideration and additional disclosures for shareholders.
- Legal Service Commitment: Halper Sadeh LLC offers legal services on a contingency fee basis, encouraging shareholders to reach out to discuss their rights and options without upfront costs.
See More
Brighthouse Financial (BHF) Proposed Sale at $70 Per Share Under Investigation
- Transaction Investigation: Former Louisiana Attorney General Charles C. Foti and Kahn Swick & Foti are investigating Brighthouse Financial's proposed sale to Aquarian Capital at $70 per share, aiming to assess whether this deal undervalues the company.
- Shareholder Rights Concern: The transaction offers Brighthouse shareholders $70 in cash per share, and KSF is reviewing whether this compensation is adequate, which could impact shareholder acceptance and future investment decisions.
- Legal Consultation Services: KSF is providing no-obligation legal consultations, encouraging shareholders to discuss potential undervaluation of the deal, highlighting the importance of shareholder rights and necessary legal support.
- Company Background: Kahn Swick & Foti, led by a former Louisiana Attorney General, possesses extensive legal expertise aimed at providing professional legal services to clients, thereby enhancing shareholder voice in the transaction.
See More
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- Merger Investigation: Halper Sadeh LLC is investigating Rayonier Inc. (NYSE:RYN) for its merger with PotlatchDeltic Corporation, where Rayonier shareholders are expected to own approximately 54% of the combined entity, raising potential shareholder rights concerns.
- Acquisition Review: Brighthouse Financial, Inc. (NASDAQ:BHF) is being sold to Aquarian Capital LLC for $70.00 per share, and Halper Sadeh is assessing whether this transaction serves the best interests of shareholders.
- Stock Exchange Transaction: MidWestOne Financial Group, Inc. (NASDAQ:MOFG) is exchanging shares for 0.3175 shares of Nicolet common stock per MidWestOne share, with Halper Sadeh potentially seeking increased consideration for shareholders.
- Legal Rights Consultation: Halper Sadeh LLC offers free consultations to help shareholders understand their legal rights and options, aiming to advocate for greater rights and compensation for affected investors.
See More
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- Increased Stake: DME Capital acquired an additional 1,694,100 shares of Fluor in Q3 2025, boosting its total holdings by 44.3% to 5,513,680 shares, representing an investment of approximately $36.13 million, which positions Fluor as the fund's second-largest holding and reflects confidence in its future potential.
- Stock Price Volatility: Fluor's stock has fallen 19% in 2025, currently priced at $42.39, highlighting market concerns over its financial performance, particularly following a significant drop in revenue and earnings, prompting investors to carefully assess its investment value.
- New Project Awards: In Q3, Fluor secured new contracts worth $3.3 billion, indicating its competitive strength and project execution capabilities, which may support future revenue growth amidst a challenging market environment.
- Nuclear Investment Returns: Fluor generated $605 million in net proceeds from selling its stake in NuScale Power, with plans to divest the remaining shares in Q2 2026, a strategic move that will provide financial support and enhance its market position in the nuclear energy sector.
See More
Aquarian to Acquire Brighthouse Financial for $4.1 Billion
- Acquisition Confirmation: Aquarian Capital announced its acquisition of Brighthouse Financial for $4.1 billion, with a purchase price of $70 per share, representing a nearly 38% premium over Brighthouse's 90-day volume-weighted average price, indicating market confidence in the company's future prospects.
- Strategic Growth Opportunities: Aquarian plans to invest in Brighthouse's platform and distribution business, aiming to enhance customer service quality and strengthen investment management infrastructure, which will bring new growth momentum to the company.
- Privatization Process: Following the expected completion of the acquisition in 2026, Brighthouse will be taken private but will continue to operate as a separate entity, a strategy that will help Aquarian better integrate resources and optimize operations.
- Market Reaction Analysis: Despite the acquisition price of $70 per share, Brighthouse's stock is currently trading slightly below $65, reflecting market skepticism about the likelihood of the deal closing, while also presenting an opportunity for arbitrage investors.
See More
