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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tom Gallagher | Evercore ISI | 12 | 33% |
| Suneet Kamath | Jefferies | 12 | 33% |
| Wes Carmichael | Wells Fargo | 12 | 17% |
| Joel Hurwitz | Dowling & Partners | 10 | 10% |
| Ryan Krueger | KBW | 10 | 0% |
| Jim Bhullar | JPMorgan | 8 | 25% |
| Alex Scott | Barclays | 6 | 0% |
| Wilma Burdis | Raymond James | 4 | 0% |
| Elyse Greenspan | Wells Fargo | 4 | 25% |
| Nick Anido | Wells Fargo | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 3 | 18 | 17% |
| Evercore ISI | 1 | 12 | 33% |
| Jefferies | 1 | 12 | 33% |
| KBW | 1 |
| 10 |
| 0% |
| Dowling & Partners | 1 | 10 | 10% |
| JPMorgan | 2 | 10 | 20% |
| Barclays | 1 | 6 | 0% |
| Raymond James | 1 | 4 | 0% |
Adjusted earnings of $2.42 per share reflected broad-based growth across all segments as adjusted return on equity reached 17%, at the top end of the 15-17% target range. Asia sales surged with Japan and Korea strength while group life benefited from exceptional mortality results, and MIM post-PineBridge integration gained momentum. FY2026 guidance was reiterated across all metrics.
Margin | Competitive Dynamics | Capital Allocation | Revenue Growth | M&A | Geographic Expansion | Macroeconomic | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 3 | 1 | 3 | 1 | 4 | 3 |
| 2025Q1 | 4 | 3 | 4 | 4 | 3 | 2 | 5 | 1 |
| 2025Q2 | 8 | 3 | 4 | 5 | 2 | 4 | 1 | |
| 2025Q3 | 4 | 4 | 3 | 3 | 3 | 1 | 4 | |
| 2025Q4 | 4 | 3 | 4 | 2 | 1 | 2 | 1 | 2 |
| 2026Q1 | 4 | 4 | 1 | 3 | 2 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 3 | 4 | 8 | 4 | 4 | 4 |
| Competitive Dynamics | 3 | 3 | 3 | 4 | 3 | 4 |
| Capital Allocation | 3 | 4 | 4 | 3 | 4 | 1 |
| Revenue Growth | 1 | 4 | 5 | 3 | 2 | 3 |
| M&A | 3 | 3 | 2 | 3 | 1 | 2 |
| Geographic Expansion | 1 | 2 | 4 | 1 | 2 | 3 |
| Macroeconomic | 4 | 5 | 1 | 1 | 1 | |
| Regulation Policy | 3 | 1 | 4 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MET MetLife | 7 | +4.4% | |
| AFL Aflac | 6 | +25.0% | |
| GL Globe Life | 8 | +5.3% | |
| PRU Prudential Financial | 7 | +6.3% |