MetLife (MET) Earnings Date & Reports

Key Takeaways

• MetLife is scheduled to report third quarter 2026 results after the market closes on Wednesday, November 4, 2026, followed by an earnings call on Thursday, November 5, 2026.
• The Zacks Consensus Estimate calls for adjusted earnings of $2.71 per share, up roughly 15.8% from the year-ago quarter, on revenue near $20.1 billion.
• Analysts project strong premium growth, but a modest decline in net investment income is expected to act as a partial offset.
• MetLife has beaten consensus EPS (earnings per share) estimates in each of its last four quarters and has posted upside in five of the last eight.
• Management reaffirmed full-year 2026 adjusted EPS guidance of $9.75, leaving investors focused on whether quarterly momentum supports that target.
• Key watch items include adjusted return on equity (ROE), book value per share, and the Group Benefits margin.
• For additional context, you can review Major News, Today's Price Move, Price Targets, and Forecast on dedicated pages.
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Earnings Context and Why It Matters

MetLife's quarterly report offers a broad read on the global insurance and asset-management landscape, spanning Group Benefits, Retirement & Income Solutions, Asia, Latin America, EMEA (Europe, the Middle East, and Africa), and MetLife Holdings. The insurer's "New Frontier" strategy and the integration of PineBridge Investments under MetLife Investment Management have made expense discipline and fee-based revenue central themes. With adjusted ROE (return on equity, a measure of profitability relative to shareholder capital) running at the top of management's target range in recent quarters, this update will test whether that momentum is sustainable amid shifting investment yields and currency pressures.

Earnings Expectations

The Zacks Consensus Estimate pegs third quarter adjusted EPS at $2.71, which would represent growth of about 15.8% versus $2.34 in the prior-year period. Consensus revenue sits near $20.1 billion, implying an increase of roughly 12% year over year. These headline figures mask an important mix shift: analysts expect premiums to rise about 14.7%, while net investment income is projected to decline around 3.3% as yields and reinvestment dynamics evolve.

Segment-level estimates show meaningful divergence. Retirement & Income Solutions adjusted revenue is forecast to climb more than 36%, while adjusted segment earnings for Latin America are projected to jump sharply. By contrast, Asia's adjusted earnings are expected to decline modestly on tough year-over-year comparisons. MetLife has exceeded consensus EPS in each of its last four reports, with an average positive surprise of roughly 5.7%, so the bar heading into this print has been set meaningfully higher.

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Market Reaction and Investor Sentiment

Sentiment heading into the report is constructive but increasingly demanding. MetLife shares advanced roughly 4.7% between its August 5 earnings release and mid-October, and the stock has traded well above its 200-day moving average. Analyst estimate revisions have leaned positive, with seven upward EPS revisions versus one downward revision over the prior 60 days. That optimism, however, raises the threshold for a positive market reaction. The key risk is that softer net investment income or currency headwinds in international segments offset otherwise strong premium growth, disappointing investors who have already priced in continued momentum.

Forward Outlook and Key Factors to Monitor

Beyond the headline EPS figure, investors should watch several items that will shape the forward narrative. First is the composition of growth. Strong premium trends in Group Benefits and Retirement & Income Solutions need to convert into adjusted earnings, particularly if investment income softens as expected.

Second is capital management. MetLife returned roughly $1.1 billion to shareholders in the second quarter and authorized a new $3 billion buyback program. Updates on repurchase activity and book value per share excluding AOCI (accumulated other comprehensive income, which captures unrealized gains and losses) will indicate how effectively excess capital is being deployed.

Third is the international picture. Asia's growth has been a bright spot, but currency translation and difficult comparisons may weigh on results, while Latin America continues to show strong earnings momentum. Finally, commentary on pension risk transfer activity and the PineBridge integration will matter, as both are central to management's medium-term growth and margin targets. The company is scheduled to speak at an investor conference on November 19, providing a further opportunity to frame the full-year outlook.

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