MetLife is set to report fourth-quarter results for the period ended December 31, 2025, with consensus estimates pointing to an EPS of $2.50, up 5.5% from the $2.37 posted in Q4 a year ago. Revenue is expected to climb to $13.2 billion, representing a 6% year-over-year increase, driven by an 8% rise in total insurance premiums and double-digit growth in its Asia and Latin America operations. Analysts highlight that the Japan and Latin American segments both delivered operating profit growth of more than 12% in the first nine months of fiscal 2025, a trend anticipated to continue in the quarter.

In the third quarter, Alpha Cubed Investments LLC reduced its stake in MetLife by 5.3%, selling 7,476 shares and ending the period with 132,858 shares valued at approximately $10.9 million. Valley Wealth Managers Inc. modestly increased its position by 1.7% to 289,713 shares, while Golden State Wealth Management LLC more than doubled its holding—up 105.1% to 1,368 shares. Several new entrants, including Cloud Capital Management LLC and Great Lakes Advisors LLC, initiated positions worth $71,000 and $310,000 respectively, underscoring renewed institutional interest.

MetLife declared a quarterly dividend of $0.5675 per share, payable March 10, with a record date of February 3. This translates to an annualized payout of $2.27 and a yield near 2.9%, with a payout ratio of 42.8%. On the research front, two firms have assigned a Strong Buy rating, nine have issued Buy ratings and two maintain Holds, yielding a consensus target price of $95.27. Recent revisions include Keefe, Bruyette & Woods trimming their target to $90, while Morgan Stanley and Evercore ISI reaffirm overweight and in-line calls with targets of $101 and $97, respectively.