Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>MetLife reported its second quarter 2026 results demonstrating broad-based growth across its diversified business segments, supported by the continued execution of its New Frontier strategy.</li><li>Adjusted earnings increased 15% year-over-year to approximately $1.6 billion or $2.43 per share, with adjusted earnings per share growing 20%.</li><li>The adjusted return on equity stood at 17%, reaching the top end of its annual 15% to 17% target range and exceeding its cost of capital.</li></ul>

MetLife reported its second quarter 2026 results demonstrating broad-based growth across its diversified business segments, supported by the continued execution of its New Frontier strategy.Adjusted earnings increased 15% year-over-year to approximately $1.6 billion or $2.43 per share, with adjusted earnings per share growing 20%.The adjusted return on equity stood at 17%, reaching the top end of its annual 15% to 17% target range and exceeding its cost of capital.

MetLife’s 21% Asia Earnings Growth Adds Another Powerful International Engine!

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Research Reinvented

<ul>
  <li>MetLife is strategically positioned to leverage its market-leading position in Group Benefits and expand in high-growth international markets, underpinned by its 'New Frontier' strategy aimed at delivering double-digit EPS growth and attractive returns with lower risk.</li>
  <li>Financial performance shows robust recent growth, with a 23% year-over-year increase in EPS in Q1 2026 and a strong 3-year CAGR in operating cash flow (16.22%), although long-term net income trends have been negative.</li>
  <li>Key risks and uncertainties include potential regulatory changes in Japan, which could impact a significant portion of its international business, and the challenge of integrating higher-cost acquisitions like PineBridge.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  MetLife is strategically positioned to leverage its market-leading position in Group Benefits and expand in high-growth international markets, underpinned by its 'New Frontier' strategy aimed at delivering double-digit EPS growth and attractive returns with lower risk.
  Financial performance shows robust recent growth, with a 23% year-over-year increase in EPS in Q1 2026 and a strong 3-year CAGR in operating cash flow (16.22%), although long-term net income trends have been negative.
  Key risks and uncertainties include potential regulatory changes in Japan, which could impact a significant portion of its international business, and the challenge of integrating higher-cost acquisitions like PineBridge.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul><li>MetLife, Inc. reported solid financial results for the first quarter of 2026, reflecting continued execution of its New Frontier strategy focused on diversified businesses, disciplined capital allocation, and technology-driven efficiency.</li><li>The company delivered adjusted earnings of $1.6 billion, representing an 18% increase year-over-year, with adjusted earnings per share rising by 23%.</li><li>Adjusted premiums, fees, and other revenues grew 10%, driven by broad-based volume growth across its business segments and geographies.</li></ul>

MetLife, Inc. reported solid financial results for the first quarter of 2026, reflecting continued execution of its New Frontier strategy focused on diversified businesses, disciplined capital allocation, and technology-driven efficiency.The company delivered adjusted earnings of $1.6 billion, representing an 18% increase year-over-year, with adjusted earnings per share rising by 23%.Adjusted premiums, fees, and other revenues grew 10%, driven by broad-based volume growth across its business segments and geographies.

MetLife’s 23% EPS Growth Meets Japan Regulatory Noise!

<ul><li>MetLife, Inc. reported its fourth quarter and full year 2025 results emphasizing continued progress under its New Frontier strategic plan focused on growth, capital discipline, operational efficiency, and enhanced shareholder returns.</li><li>For the full year, adjusted earnings per share (EPS) rose approximately 10% to $8.89 (excluding notable items), with a fourth quarter adjusted EPS of $2.58, up 24% year-over-year—the highest quarterly EPS reported by the company to date.</li><li>Adjusted return on equity (ROE) reached 16%, and the direct expense ratio was lowered to 11.7%, surpassing the targeted efficiency goals supported by initiatives including AI adoption.</li></ul>

MetLife, Inc. reported its fourth quarter and full year 2025 results emphasizing continued progress under its New Frontier strategic plan focused on growth, capital discipline, operational efficiency, and enhanced shareholder returns.For the full year, adjusted earnings per share (EPS) rose approximately 10% to $8.89 (excluding notable items), with a fourth quarter adjusted EPS of $2.58, up 24% year-over-year—the highest quarterly EPS reported by the company to date.Adjusted return on equity (ROE) reached 16%, and the direct expense ratio was lowered to 11.7%, surpassing the targeted efficiency goals supported by initiatives including AI adoption.

MetLife’s Earnings Engine Is Diversifying—But Which Segment Will Lead the Next Phase?

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Equity Derivatives

<ul><li>Sentiment read: Options flow split sharply this week.</li><li>Momentum and ETF names drew aggressive call buying, pushing put-call ratios to historic lows.</li><li>At the same time, traders loaded up on puts ahead of several October and November earnings dates, a pattern that dominated the high-severity alerts.</li></ul>

Sentiment read: Options flow split sharply this week.Momentum and ETF names drew aggressive call buying, pushing put-call ratios to historic lows.At the same time, traders loaded up on puts ahead of several October and November earnings dates, a pattern that dominated the high-severity alerts.

Options Weekly: Bears Circle Earnings Names as Call Fever Grips Momentum Stocks

United States

MetLife, Inc. provides individual insurance, employee benefits and financial services with operations throughout the United States and the regions of Latin America, Europe, and Asia Pacific. The Company's products include life insurance, annuities, automobile and homeowners insurance, retail banking and other financial services to individuals as well as group insurance.

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Metlife Inc (MET US)

MetLife’s 21% Asia Earnings Growth Adds Another Powerful International Engine!

MetLife reported its second quarter 2026 results demonstrating broad-based growth across its diversified business segments, supported by the...

Baptista Research

Primer: Metlife Inc (MET US) - Aug 2026

MetLife is strategically positioned to leverage its market-leading position in Group Benefits and expand in high-growth international markets,...

αSK Primers

MetLife’s 23% EPS Growth Meets Japan Regulatory Noise!

MetLife, Inc. reported solid financial results for the first quarter of 2026, reflecting continued execution of its New Frontier strategy focused...

Baptista Research

MetLife’s Earnings Engine Is Diversifying—But Which Segment Will Lead the Next Phase?

MetLife, Inc. reported its fourth quarter and full year 2025 results emphasizing continued progress under its New Frontier strategic plan focused...

Baptista Research

Options Weekly: Bears Circle Earnings Names as Call Fever Grips Momentum Stocks

Sentiment read: Options flow split sharply this week. Momentum and ETF names drew aggressive call buying, pushing put-call ratios to historic...

ORTEX Market Intel

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