Brighthouse Financial (BHFAO) Invested Capital (2016 - 2026)
Brighthouse Financial (BHFAO) reported Invested Capital of $8.7 billion for Q1 2026, up 3.05% year-over-year from $8.5 billion in Q1 2025, and down 12.15% quarter-over-quarter from $9.9 billion in Q4 2025.
Brighthouse Financial (BHFAO) Invested Capital (2016 - 2026) Analysis & Trends
Brighthouse Financial (BHFAO) has 11 years of Invested Capital data on file, last reported at $8.7 billion in Q1 2026.
- Invested Capital for Q1 2026 came in at $8.7 billion, up 3.05% year-over-year; the trailing twelve-month figure through Mar 2026 was $8.7 billion (up 3.05% YoY), and the FY2025 annual result was $9.9 billion, up 21.32% from the prior year.
- Invested Capital retreated to $8.7 billion in Q1 2026 per BHFAO's latest filing, from $9.9 billion in the prior quarter.
- Over five years, Invested Capital peaked at $10.4 billion in Q1 2022 and troughed at $7.3 billion in Q3 2023.
- A 5-year average of $8.7 billion and a median of $8.7 billion in 2026 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2022 and 2025: Invested Capital tumbled 59.95% in 2022, then advanced 21.32% in 2025.
- A 5-year view of Invested Capital shows it stood at $8.8 billion in 2022, then dropped by 6.74% to $8.2 billion in 2023, then increased by 0.18% to $8.2 billion in 2024, then increased by 21.32% to $9.9 billion in 2025, then fell by 12.15% to $8.7 billion in 2026.
- Business Quant data shows BHFAO's Invested Capital at $8.7 billion in Q1 2026, $9.9 billion in Q4 2025, and $9.5 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 568.62 Bn | 568.62 Bn | - | 38.69 Bn |
| 2 | Aflac | 59.20 Bn | 53.55 Bn | 1.48 Bn | 37.87 Bn |
| 3 | Metlife | 55.45 Bn | 39.51 Bn | 256.00 Mn | 42.04 Bn |
| 4 | Unum | 14.44 Bn | 4.48 Bn | 1.40 Bn | 10.89 Bn |
| 5 | Globe Life | 12.48 Bn | 11.80 Bn | 1.45 Bn | 6.23 Bn |
| 6 | Primerica | 8.62 Bn | 8.62 Bn | 770.81 Mn | 2.52 Bn |
| 7 | Jackson Financial | 7.51 Bn | 1.67 Bn | - | 11.93 Bn |
| 8 | Lincoln National | 6.79 Bn | -8.89 Bn | 3.25 Bn | 16.18 Bn |
| 9 | CNO Financial | 4.58 Bn | 4.24 Bn | 754.30 Mn | 2.50 Bn |
| 10 | Brighthouse Financial | - | - | 890.00 Mn | 8.72 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 8.72 Bn |
| Dec 31, 2025 | 9.92 Bn |
| Sep 30, 2025 | 9.52 Bn |
| Jun 30, 2025 | 8.89 Bn |
| Mar 31, 2025 | 8.46 Bn |
| Dec 31, 2024 | 8.18 Bn |
| Sep 30, 2024 | 8.75 Bn |
| Jun 30, 2024 | 7.36 Bn |
| Mar 31, 2024 | 7.42 Bn |
| Dec 31, 2023 | 8.16 Bn |
| Sep 30, 2023 | 7.29 Bn |
| Jun 30, 2023 | 8.13 Bn |
| Mar 31, 2023 | 8.98 Bn |
| Dec 31, 2022 | 8.75 Bn |
| Sep 30, 2022 | 7.82 Bn |
| Jun 30, 2022 | 10.40 Bn |
| Mar 31, 2022 | 10.45 Bn |
| Dec 31, 2021 | 11.61 Bn |
| Sep 30, 2021 | 19.53 Bn |
| Jun 30, 2021 | 19.62 Bn |