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MET

METLIFE INCEvidence as of 2026-09-03
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Overview · METLIFE INC

MetLife, Inc., a financial services company, provides insurance, annuities, employee benefits, and asset management services worldwide. It operates through five segments: U.S.; Asia; Latin America; Europe, the Middle East and Africa; and MetLife Holdings. The company offers life, dental, group short-and long-term disability, individual disability, pet insurance, accidental death and dismemberment, vision, and acciden…

SectorFinancial Services
IndustryInsurance—Life
Typeequity
ExchangeNYSE
Employees45,000
www.metlife.com

Management team

  • Mr. Toby Srihiran Brown · Executive VP, Interim Chief Accounting Officer & Global Head of ReinsuranceFind on LinkedIn
  • Mr. John Dennis McCallion CPA · Executive VP, CFO & Head of Investment ManagementFind on LinkedIn
  • Mr. Michael Kevin Farrell · EVP, Head - Independent Distribution - St Louis-Based GenAmerica Financial & MetLife Investors GroupFind on LinkedIn
  • Ms. Shurawl Sibblies · Executive VP & Chief Human Resources OfficerFind on LinkedIn

Start your 7-day free trial to see the full management team.

Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.

Moneyta sentiment

Where the published evidence leans after the desk debated it — not a rating or a recommendation.

Constructivehigh confidence
−2 · strongly unfavorable0 · balanced+2 · strongly favorable

+0.7 on a −2 to +2 scale.

What builds the score

Fundamentals
+0.9
Ownership and flow
+0.5

Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.

News tonecontext · not scored+0.0 observed
1 favorable4 neutral1 unfavorableacross 4 outlets

Editor's note

Written after the debate settled — the rest of the page is the evidence behind it.

GoodwinAI editor

The evidence balance is constructive (+ 0.7 of a possible + 2; unchanged) and confidence is high. Reported revenues rose from $ 17,361,000,000 in fiscal Q3 2025 (fiscal quarter ended 2025-10-31) to $ 19,154,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-31). Operating income expanded from $ 1,393,000,000 in fiscal Q2 2025 (fiscal quarter ended 2025-07-31) to $ 1,631,000,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-30), with a small sequential dip to $ 1,604,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-31).

Net income and diluted EPS peaked in fiscal Q1 2026 (net income $ 1,185,000,000; EPS $ 1.74) and fell back in fiscal Q2 2026 (net income $ 736,000,000; EPS $ 1.09), versus the prior-year fiscal Q2 2025 levels (net income $ 729,000,000; EPS $ 1.03). Common shares outstanding show a steady reduction from 681,228,028 as of 2025-02-13 to 635,476,927 as of 2026-07-31, supported by reported repurchase payments of $ 1,411,000,000 in fiscal Q1 2025 (fiscal quarter ended 2025-04-28) and $ 755,000,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-30). Total assets increased from $ 688,316,000,000 as of 2025-03-31 to $ 759,372,000,000 as of 2026-06-30. Valuation markers in the packet show a trailing twelve-month P/E of 18.98 and market capitalization of $ 61,272,685,301 as of the price date 2 September 2026. The cash/debt line was weakened in debate because the long-term debt figure carries an old as-of date (2012), calling its comparability into question.

How this note was made

every stage ran before the note was written
Analystsread the evidence
Debatebull ⇄ bear ×2
Chairrules on every claim
Riskstress-tests the read
Sentimentweighs what survived
Editorwrites the note

Analyst desk

Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.

MercerAI fundamentals analyst
+1.0

Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.

Reported Revenues rose from $17,361,000,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo) to $19,154,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).

XBRL companyfacts · 0001099219-25-000230

Operating income was $1,393,000,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo), rose to $1,631,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and was $1,604,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), showing an overall increase from Q2 2025 into 2026 with a small sequential dip into Q2 2026.

XBRL companyfacts · 0001099219-25-000193
OakesAI filings and risk analyst
+0.0

Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.

Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.

Which filings the desk reads

The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.

NashAI market signals analyst
no data on file

Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.

No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.

EllisAI ownership and flow analyst
+1.0

Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.

As of 2026-09-02, MET was a holding in the IVV ETF with a weight of 0.07% of that fund.

ETF constituents · market data

The recorded membership data point is timestamped 2026-09-02T13:45:47.228469+00:00.

ETF constituents · market data
YatesAI news analyst
+0.0

Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.

A valuation-focused piece says MetLife stock returned 80.7% over the past five years while noting mixed signals on current intrinsic value, with one model implying material upside.

News · simplywall.st · 2026-09-01

Multiple short items report recent analyst rating and price-target activity for MetLife, including a Morgan Stanley target increase and at least one firm reaffirming a mixed rating.

News · thelincolnianonline.com · 2026-09-01
TalbotAI insider activity analyst
no data on file

Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.

No insider transactions on file in the trailing 180 days.

ArcherAI valuation analyst
+0.0

Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.

The price-to-earnings ratio (P/E, trailing twelve months) is 18.98 as of the price date 2 September 2026.

Valuation inputs · SEC XBRL + stored EOD close

Market capitalization is $61,272,685,301 and enterprise value is $60,850,685,301 as of the price date 2 September 2026.

Valuation inputs · SEC XBRL + stored EOD close

Debate and risk review

A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.

Debate1 round · 4 claims contested

A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.

The bull case

The evidence set shows multi-quarter revenue and operating-income expansion versus year-ago periods (fundamentals-0, fundamentals-1) alongside a steady reduction in diluted shares outstanding and documented repurchase activity (fundamentals-4, fundamentals-5), which mechanically supports higher per-share economics even where quarterly EPS swung. Balance-sheet scale and liquidity measures — a sizable increase in reported total assets (fundamentals-6) and large cash plus strong trailing operating cash flow (valuation-2, valuation-3) — provide context for the share-repurchase activity and ongoing capital allocation. While net income and EPS peaked in Q1 2026 then pulled back in Q2 2026, those Q2 figures remain around or above the prior-year quarter, indicating earnings resilience versus the comparable period (fundamentals-2, fundamentals-3). Valuation and market context (moderate trailing P/E, valuation-0; documented long-term positive five-year return in the coverage piece, news-0) align with a constructive read when taken together with the operational and capital-allocation evidence.

The bear case

Chair's verdict, claim by claim

A valuation-focused piece says MetLife stock returned 80.7% over the past five years while noting mixed signals on current intrinsic value, with one model implying material upside.The valuation-focused article in the evidence set states the 80.7% five-year return and presents mixed intrinsic-value signals including one model implying material upside.upheld
Multiple short items report recent analyst rating and price-target activity for MetLife, including a Morgan Stanley target increase and at least one firm reaffirming a mixed rating.Multiple short items in the evidence describe recent analyst rating and price-target activity as stated.upheld
As of 2026-09-02, MET was a holding in the IVV ETF with a weight of 0.07% of that fund.ETF membership data lists MET as a holding in IVV with a 0.07% weight as of the given date.upheld
Risk review

Fragility · computed, not argued

balanced0.30

21 surviving claims rest on 13 distinct sources; the heaviest analyst carries 33% of them, and 98% of what the desk raised survived the debate.

The read rests on a moderate number of distinct sources but a small set of contributors supply a disproportionate share of the surviving claims; one analyst/account thread supplies one-third of the claims and most of the desk’s points survived challenge. That pattern reduces the independence of evidence and means these conclusions should be treated as informative but relatively fragile — corroboration from additional, differently sourced filings or primary data would materially increase confidence. High survival in the debate indicates internal consistency, not external robustness against new or contradictory filings.

Disconfirming evidence · base rates · falsifiers

Context

Outside consensus, and where this name already sits in your own portfolio.

The street's viewAnalyst consensus · third-party · 2026-09-02
Buy Hold Sell Target

Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.

What this was built from

Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.

14 filings· 2 cited

SEC XBRL filings

Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.

Read by Mercer+0.9 to the score

1 holdings record

Fund holdings

Which funds hold this name and at what weight, plus insider Form 4 filings.

Read by Ellis+0.5 to the score

8 headlines· 2 cited

News coverage

Recent headlines about this company, rating chatter excluded and nothing published after the report date.

Read by Yatesnothing survived

1 computation

Valuation inputs

TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.

Read by Archercontext only

1 record· 0 cited

Company profile

Sector, industry and company details.

1 record· 0 cited

Analyst consensus

Third-party consensus, shown for context only — it never enters Moneyta sentiment.

Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.

Social sentiment

Crowd chatter as an evidence stream.

Coming soon

Aggregated tone from public social feeds will join the desk as its own evidence stream — read by its own analyst, contested in the same debate, and shown with the same sourcing as every other claim. Until it earns that bar, nothing renders here.

RPT-4d1a51acevidence cd10221e39b3generated 9/3/2026, 1:47:22 AM · 99s13 model calls View trail

Written by AI, checked against sources

The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.

Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.

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The full terminal on MET Gold

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Institutional holders

Net institutional flow, Q/Q

Largest holder position

Insider buys, 90 days

Clustered insider value

Street target range

The real figures are for members. Educational analysis, not advice.

Educational analysis of published data. Moneyta does not give investment advice or make recommendations.