MetLife is set to report fourth-quarter results for the period ended December 31, 2025, with consensus estimates pointing to adjusted earnings per share of $2.45, up from $2.37 in Q4 2024, and total revenue of $13.1 billion, a year-over-year increase of 5.1%. Premium growth in the U.S. life and health segments is expected to contribute $300 million in incremental revenue, while international operations in Asia and Latin America are forecast to deliver a combined 8% lift in premium income. Analysts will also watch investment spread trends, where a modest expansion of 10 basis points is projected, and pretax margin improvement of around 0.5 percentage point driven by lower acquisition costs and expense discipline.

According to the most recent Form 13F filings, Alpha Cubed Investments LLC trimmed its stake by 7,476 shares, representing a 5.3% reduction from its prior position of 140,334 shares. Valley Wealth Managers Inc. added 4,723 shares, a 1.7% increase, bringing its total to 289,713 shares. Golden State Wealth Management LLC more than doubled its holding, purchasing 701 additional shares for a 105.1% increase to 1,368 shares, while Cloud Capital Management LLC initiated a new position valued at approximately $71,000. Strategic Advisors LLC and Great Lakes Advisors LLC also increased exposure, acquiring 772 and an undisclosed number of shares respectively, reflecting continued hedge fund interest.

MetLife’s board announced a quarterly cash dividend of $0.5675 per share, payable March 10, 2026, to shareholders of record as of February 3, 2026. This distribution represents an annualized dividend of $2.27 and a yield of approximately 2.9%, based on consensus share-count forecasts for fiscal 2026. The declared payout ratio stands at 42.75%, in line with the company’s target range of 40%–50%, underscoring management’s commitment to returning capital while preserving balance sheet flexibility for organic growth and potential M&A opportunities.

Investment research firms have maintained a positive stance, with 11 out of 13 covering analysts assigning a Buy or Strong Buy recommendation. The consensus target price is $95.27, suggesting upside potential of roughly 18% from current levels. Recent revisions include a price target cut from $92.00 to $90.00 by Keefe, Bruyette & Woods, an overweight reaffirmation at Morgan Stanley with a $101.00 objective, and an in-line rating at Evercore ISI with a $97.00 target. Barclays and UBS Group also adjusted their targets to $90.00 and $94.00 respectively, citing evolving interest rate expectations and capital deployment strategies.