MET
FY2026 Q1 · Calendar Q2 2026
MetLife, Inc.
MetLife's Q1 FY2026 results demonstrate accelerating momentum in its New Frontier strategy, with adjusted earnings rising 18% to $1.6 billion and EPS of $2.42 beating consensus by 6.6%. The beat was broad-based, anchored by exceptional Asia growth (Japan +26%, Korea +44% sales) and a 68% earnings jump at MetLife Investment Management following the PineBridge acquisition. ROE reached 17%, at the top of the 15-17% target range. The market initially sold off with a -1.37% abnormal move on the report, but shares subsequently drifted +7.2%, suggesting investors warmed to the results over time. Management maintained guidance and signaled continued disciplined capital allocation, returning $1.1 billion to shareholders in the quarter through buybacks and a 4.4% dividend increase.
EPS surprise+6.6%
Market move-1.7%
