NasdaqFinancialsLife & Health InsuranceS&P MidCap 400
$42.60
+1.50 (+3.65%)
Close of Nov 06, 2026 · end-of-day data
BHF 8-K filings in 2026
Every material Form 8-K Brighthouse Financial filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Brighthouse Financial reported third quarter 2026 net income available to shareholders of $302 million, or $5.21 per diluted share, down from $453 million, or $7.89 per share, a year earlier. Adjusted earnings fell to $527 million, or $9.12 per share, from $970 million, or $16.87 per share, though the company said its annual actuarial review added $314 million of net favorable notable items. The company also said regulatory approvals for the pending $70.00 per share Aquarian Capital acquisition are not expected before the December 6, 2026 Outside Date, and the parties are discussing an extension.
Net income available to shareholders was $302 million, or $5.21 per diluted share, versus $453 million, or $7.89 per share, in the third quarter of 2025.
Adjusted earnings, less notable items, were $213 million, or $3.68 per diluted share, versus $261 million, or $4.54 per share, a year earlier.
Annuity sales were $2.4 billion, including $2.1 billion of Shield Level Annuities, with annuity sales down 12% quarter-over-quarter.
The merger agreement's Outside Date is December 6, 2026; the company and Aquarian Capital are discussing an extension, with no assurance of agreement.
Brighthouse Financial appointed Deputy Chief Accounting Officer Richard A. Cook as Chief Accounting Officer, succeeding Melissa B. Pavlovich, who is leaving the company for a new opportunity. The filing says her departure is not related to financial statements, disclosures, or accounting principles and practices.
Richard A. Cook becomes Chief Accounting Officer effective September 3, 2026, succeeding Melissa B. Pavlovich.
Pavlovich informed the company on August 12, 2026 of her resignation; her last day is September 2, 2026.
Cook's offer letter sets an annual base salary of $425,000, a target short-term incentive of 60% of base salary, and an LTI target valued at $219,500.
Brighthouse Financial reported second quarter 2026 results for the period ended June 30, 2026, with net income available to shareholders of $956 million, or $16.53 per diluted share, up from $60 million, or $1.02 per diluted share, a year earlier. Adjusted earnings were $258 million, or $4.45 per diluted share, compared with $198 million, or $3.43 per diluted share, in the second quarter of 2025, and the company said there were no notable items in the quarter. The pending all-cash acquisition by an affiliate of Aquarian Capital at $70.00 per share remains subject to insurance regulatory approvals in Delaware, New York and Massachusetts.
Net income available to shareholders was $956 million ($16.53 per diluted share), versus $60 million ($1.02 per diluted share) in Q2 2025.
Adjusted earnings were $258 million ($4.45 per diluted share), versus $198 million ($3.43 per diluted share) in Q2 2025.
Annuity sales were $2.4 billion, including $2.1 billion of Shield Level Annuities; life sales were $39 million.
Book value was $4.9 billion ($84.35 per share); the estimated combined RBC ratio was between 430% and 450%.
Brighthouse Financial reported a first-quarter 2026 net loss available to shareholders of $792 million, or $13.82 per diluted share, compared with a loss of $294 million, or $5.04 per share, a year earlier. Adjusted earnings rose slightly to $239 million, or $4.15 per diluted share, from $235 million, or $4.01 per share, a year earlier. The company is being acquired by an affiliate of Aquarian Capital for $70.00 per share in cash, and the deal is expected to close in 2026.
GAAP net loss available to shareholders was $792 million, or $13.82 per diluted share, versus a $294 million loss in Q1 2025
Adjusted earnings were $239 million, or $4.15 per diluted share, versus $235 million, or $4.01 per share, in Q1 2025
Book value was $67.27 per common share as of March 31, 2026; annuity sales were $2.2 billion
Pending Aquarian Capital merger at $70.00 per share in cash, approved by stockholders February 12, 2026, expected to close in 2026
Brighthouse Financial reported fourth-quarter 2025 net income available to shareholders of $112 million, or $1.93 per diluted share, down from $646 million, or $10.79 per diluted share, a year earlier. Adjusted earnings, less notable items, were $227 million, or $3.93 per diluted share, compared with $352 million, or $5.88 per diluted share, in the fourth quarter of 2024. The company is being acquired by Aquarian Capital for $70.00 per share in cash, and shareholders approved the merger on February 12, 2026.
Q4 2025 net income available to shareholders was $112 million ($1.93 per diluted share), versus $646 million ($10.79) in Q4 2024
Q4 2025 adjusted earnings were $214 million ($3.70 per diluted share), versus $304 million ($5.07) in Q4 2024
Full-year 2025 net income available to shareholders was $331 million ($5.71 per diluted share), up from $286 million ($4.64) in 2024
Full-year 2025 adjusted earnings, less notable items, were $931 million ($16.07 per diluted share), down from $1,209 million ($19.63) in 2024
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Brighthouse Financial filing is on SEC EDGAR ↗. 8-K briefs of other companies →