MetLife, Inc. (MET) Earnings Call Transcripts
MetLife, Inc.'s Latest Earnings Call - September 9, 2026
In the third quarter of 2026, MetLife, Inc. reported strong earnings with a 22% increase in year-over-year earnings, signaling robust operational momentum. The company achieved an EPS growth of 10% in 2025, exceeding expectations with a current adjusted ROE of 17%, at the top of its target range. Management maintained its guidance for the year, indicating confidence in sustaining growth across its Group Benefits and international segments, particularly in Asia and Latin America, while also integrating the PineBridge acquisition effectively.
Reported metrics
| Metric | Value |
|---|---|
| EPS | $2.15 (beat) |
| Adjusted ROE | 17% (beat) |
| Group Benefits Growth | 4% (inline) |
| Sales Growth in Asia | 17% (positive) |
| Annualized Savings from PineBridge Integration | $50 million (positive) |
| Expense Ratio Target | 12.1% (inline) |
Guidance from management
MetLife maintained its guidance for the year, expecting to achieve a 3% to 5% growth in retained liabilities and continued strong performance in Group Benefits and international markets.
What analysts pressed on
Analysts expressed concerns about the competitive landscape in the Group Benefits market and the potential impact of macroeconomic factors on growth in Latin America. There were also questions regarding the sustainability of high growth rates in Asia given tough year-over-year comparisons.
Main topics on the call
- Strong Earnings Growth — MetLife reported a 22% increase in earnings year-over-year, indicating strong operational performance. CEO Michel Khalaf stated, "we're certainly trending ahead of the 7% to 9% that we sort of discussed at the outlook fr...
- Progress on New Frontier Strategy — Management expressed satisfaction with the New Frontier strategy, highlighting progress in expanding Group Benefits and asset management. Khalaf noted, "we're tracking ahead of schedule in terms of delivering on those" s...
- Group Benefits Growth Outlook — Group Benefits premium and fee growth was at 4% in the first half, with management optimistic about reaching the midpoint of their 4% to 7% target. Khalaf mentioned, "we believe it will pick up somewhat in the second hal...
- Integration of PineBridge — The integration of PineBridge is progressing well, with management capturing about $50 million in annualized run rate savings. CFO John McCallion stated, "overall, it's been a very, very strong integration."
Read the full MetLife, Inc. transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About MetLife, Inc.
MetLife, Inc. (MET) is a publicly listed company in the Insurance industry, within the Financials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 59 calls on record spanning February 6, 2020 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 59 MetLife, Inc. earnings call transcripts on record, spanning February 6, 2020 to September 9, 2026. Based on this history, MetLife, Inc. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- MET
- Exchange
- NYSE
- Country
- US
- Sector
- Financials
- Industry
- Insurance
- Calls on record
- 59
- First call
- February 6, 2020
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly