Brighthouse Financial (BHFAO) Tax Rate (2016 - 2026)
Brighthouse Financial (BHFAO) reported Tax Rate of 22.52% for Q1 2026, down 234.0% year-over-year from 16.8% in Q1 2025, and up 181.44% quarter-over-quarter from 8.0% in Q4 2025.
Brighthouse Financial (BHFAO) Tax Rate (2016 - 2026) Analysis & Trends
Brighthouse Financial (BHFAO) has 11 years of Tax Rate data on file, last reported at 22.52% in Q1 2026.
- Tax Rate for Q1 2026 came in at 22.52%, down 234.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 62.03% (up 5264.0% YoY), and the FY2025 annual result was 7.59%, up 72.0% from the prior year.
- Tax Rate improved to 22.52% in Q1 2026 per BHFAO's latest filing, from 8.0% in the prior quarter.
- Over five years, Tax Rate peaked at 26.16% in Q2 2023 and troughed at 242.5% in Q4 2022.
- A 5-year average of 6.4% and a median of 19.42% in 2024 frame the typical range for Tax Rate.
- The sharpest annual moves came in 2022 and 2023: Tax Rate slumped 26240 bps in 2022, then surged 26448 bps in 2023.
- A 5-year view of Tax Rate shows it stood at 242.5% in 2022, then surged by 109 bps to 21.98% in 2023, then decreased by 12 bps to 19.42% in 2024, then sank by 59 bps to 8.0% in 2025, then jumped by 181 bps to 22.52% in 2026.
- Business Quant data shows BHFAO's Tax Rate at 22.52% in Q1 2026, 8.0% in Q4 2025, and 17.78% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 568.62 Bn | 568.62 Bn | - | - |
| 2 | Aflac | 59.20 Bn | 53.55 Bn | 1.48 Bn | 16.82% |
| 3 | Metlife | 55.45 Bn | 39.51 Bn | 256.00 Mn | 22.89% |
| 4 | Unum | 14.44 Bn | 4.48 Bn | 1.40 Bn | 23.36% |
| 5 | Globe Life | 12.48 Bn | 11.80 Bn | 1.45 Bn | 19.04% |
| 6 | Primerica | 8.62 Bn | 8.62 Bn | 770.81 Mn | 23.78% |
| 7 | Jackson Financial | 7.51 Bn | 1.67 Bn | - | -5.00% |
| 8 | Lincoln National | 6.79 Bn | -8.89 Bn | 3.25 Bn | 30.08% |
| 9 | CNO Financial | 4.58 Bn | 4.24 Bn | 754.30 Mn | 22.11% |
| 10 | Brighthouse Financial | - | - | 890.00 Mn | 22.52% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 22.52% |
| Mar 31, 2026 | 22.52% |
| Dec 31, 2025 | 8.00% |
| Dec 31, 2025 | 8.00% |
| Sep 30, 2025 | 17.78% |
| Sep 30, 2025 | 17.78% |
| Jun 30, 2025 | 8.60% |
| Jun 30, 2025 | 8.60% |
| Mar 31, 2025 | 24.86% |
| Mar 31, 2025 | 24.86% |
| Dec 31, 2024 | 19.42% |
| Dec 31, 2024 | 19.42% |
| Sep 30, 2024 | 5.32% |
| Sep 30, 2024 | 5.32% |
| Jun 30, 2024 | -142.86% |
| Jun 30, 2024 | -142.86% |
| Mar 31, 2024 | 20.03% |
| Mar 31, 2024 | 20.03% |
| Dec 31, 2023 | 21.98% |
| Dec 31, 2023 | 21.98% |