NYSE$MET

Metlife Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

MetLife reported solid fourth quarter and full year 2024 results, exceeding its five-year Next Horizon commitments and beginning its New Frontier strategy from a position of strength.

MetLife delivered strong financial performance in the fourth quarter of 2024, with significant increases in net income and adjusted earnings compared to the prior year. The company's total revenues also saw a modest increase, driven by growth in premiums, fees, and other revenues. Adjusted earnings per share increased by 14%, reflecting effective operational management and favorable market conditions.

  • Net income for Q4 2024 increased by 116% to $1.2 billion, or $1.78 per share, compared to $574 million, or $0.77 per share, in Q4 2023.
  • Adjusted earnings for Q4 2024 rose by 7% to $1.5 billion, or $2.09 per share, compared to $1.4 billion, or $1.83 per share, in Q4 2023.
  • Total revenues for Q4 2024 were $18.7 billion, a slight decrease from $19.0 billion in Q4 2023, primarily due to higher net derivative losses.
  • Adjusted premiums, fees and other revenues increased by 6% to $14.4 billion in Q4 2024, driven by growth in core and voluntary products.

Headline financials

Total Revenue

$18.7K

Previous: $19B-100.0%
EPS (adj)

$2.09

Previous: $1.83+14.2%
Return on Equity

19.6%

No prior period
Adjusted ROE

15.4%

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

$1.24K

Previous: $574M-100.0%
Operating Income

$1.38K

Previous: $941M-100.0%

Revenue & EPS history

MetLife · Revenue · Quarterly

$18.7K

Q4 2024-100%vs Q4 2023
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

MetLife · $3.82B total across 3 segments · Q3 2023

  • Asia
    $1.74B
  • Latin America
    $1.48B
  • EMEA
    $588M

Forward guidance

MetLife's forward-looking statements indicate a focus on continued growth and financial stability, leveraging its strong market position and diversified global investment portfolio. The company anticipates navigating economic conditions and market volatility through strategic adjustments and disciplined risk management.

Tailwinds

  • Continued growth in core and voluntary products is expected to drive future revenue increases.
  • Higher variable investment income from private equity returns and asset growth is anticipated to positively impact net investment income.
  • Strategic focus on responsible growth under the 'New Frontier' strategy is expected to enhance long-term profitability.
  • Strong holding company cash and liquid assets provide financial flexibility and support capital actions.
  • Effective management of underwriting margins and investment margins is expected to contribute to stable adjusted earnings.

Headwinds

  • Potential negative impacts from changes in long-term interest rates and currency exchange rates, particularly against the yen.
  • Market volatility and its effects on investment gains/losses and derivative valuations could pose challenges.
  • Unpredictable risks and uncertainties related to economic conditions, credit spreads, and equity markets.
  • Regulatory and legal changes, as well as tax law interpretations, could affect financial results.
  • Potential for claims or other results to differ from current estimates and assumptions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.3%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+2.0%

Avg return

30 days after

58%

42 / 73 earnings

Positive

+6.7%

Q2 2013

Best reaction

-11.3%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.7%-3.0%+5.6%
Q4 2025-3.4%-0.1%-7.9%
Q3 2025-3.5%-1.1%-0.0%
Q2 2025+3.3%+4.8%+7.7%
Q1 2025+0.5%+1.4%+4.3%
Q4 2024-1.6%-2.2%-3.2%
Q3 2024-5.3%-5.2%+6.5%
Q2 2024-1.3%-11.5%+1.0%
Q1 2024-1.2%+0.2%+1.8%
Q4 2023-7.7%-7.1%-1.5%
Q3 2023+0.0%+0.7%+6.2%
Q2 2023+2.5%+2.2%+2.4%
Q1 2023-9.0%-9.7%-10.9%
Q4 2022-4.0%-4.0%-3.7%
Q3 2022-1.1%-0.0%+4.0%
Q2 2022+2.9%+1.5%+4.9%
Q1 2022+1.3%-1.5%-0.7%
Q4 2021-0.5%+1.1%-6.0%
Q3 2021+0.3%+0.1%-6.7%
Q2 2021+0.9%+3.7%+5.0%
Q1 2021+4.1%+3.4%+3.5%
Q4 2020+6.1%+10.7%+22.0%
Q3 2020+2.9%+12.4%+21.3%
Q2 2020+0.2%+7.8%+6.1%
Q1 2020+0.5%-0.9%+18.9%
Q4 2019+3.3%+3.3%-22.0%
Q3 2019+0.2%+1.9%+6.9%
Q2 2019-3.4%-8.9%-11.4%
Q1 2019+2.8%+3.2%+0.2%
Q4 2018-3.7%-4.2%-2.3%
Q3 2018+5.9%+8.3%+8.4%
Q2 2018+1.0%+0.4%+0.3%
Q1 2018-5.6%-0.7%-1.4%
Q4 2017+4.7%+4.5%+5.2%
Q3 2017+4.0%+1.4%+0.1%
Q2 2017-4.0%-2.3%-3.7%
Q1 2017+1.2%+2.0%-1.1%
Q4 2016-5.4%-4.6%+0.8%
Q3 2016+0.6%+2.5%+19.0%
Q2 2016-6.3%-1.8%+2.5%
Q1 2016-4.4%
Q4 2015-7.1%
Q3 2015-2.9%
Q2 2015+1.0%
Q1 2015-0.1%
Q4 2014+0.6%
Q3 2014+1.7%
Q2 2014-2.8%
Q1 2014-0.5%
Q4 2013+0.5%
Q3 2013-3.8%
Q2 2013+6.7%
Q1 2013+2.5%
Q4 2012-1.2%
Q4 2011-8.6%
Q3 2012+0.7%
Q2 2012+3.0%
Q1 2012+1.7%
Q3 2011-3.2%
Q2 2011-11.3%
Q1 2011+0.9%
Q4 2010+2.5%
Q3 2010+1.8%
Q2 2010-0.9%
Q1 2009-5.2%
Q1 2010+2.7%
Q4 2007+1.9%
Q4 2008+1.9%
Q4 2009+1.9%
Q3 2009+1.0%
Q3 2008+1.0%
Q2 2008+3.9%
Q2 2009+3.9%

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