美国大都会集团(MET)
icon
搜索文档
MetLife(MET) - 2023 Q4 - Earnings Call Transcript
2024-02-02 00:52
业绩总结 - MetLife在2023年第四季度实现调整后的盈利为14亿美元,每股盈利1.83美元[10] - 调整后的每股盈利为1.93美元,同比增长21%[10] - 调整后的净投资收入同比增长9%,达到近200亿美元[10] - 除养老金风险转移外,调整后的PFO增长了6%[11] - 集团福利业务的调整后盈利同比增长22%,销售增长9%[11] - 亚洲地区的销售增长强劲,日本对外汇保值人寿保险产品的需求推动了增长[12] - 2023年调整后的盈利同比增长15%[13] - MetLife在2023年回购了31亿美元的普通股,并增加了普通股股息[16] - 2023年11月完成的190亿美元风险转移交易将在未来释放超过30亿美元的资本[16] - 公司在2023年年末拥有52亿美元的现金和流动资产,远高于30亿至40亿美元的目标现金储备[18] - 预计2024年将面临更多不确定性,但公司预计业务的潜在动力将继续增长[19] 新产品和新技术研发 - 公司在2019年推出的Next Horizon战略取得了良好的执行,使其能够积极影响客户并实现其目标[22] 市场扩张和并购 - 预计私募股权回报率在短期内将从之前的12%下降至个位数[20] - 私募股权仍然是公司资产负债匹配计划的重要贡献者,适合击败长期责任[21] 负面信息 - 公司直接费用比率在2023年第四季度略有上升,为12.4%,但全年直接费用比率为12.2%,低于预期的12.6%[49] 其他新策略和有价值的信息 - 公司预计在未来资产配置中会适度转向某些资产类别,特别是在私人信贷领域可能会有一些良好的机会[91]
MetLife(MET) - 2023 Q4 - Earnings Call Presentation
2024-02-01 21:38
1 4Q23 Supplemental Slides and Outlook John McCallion Chief Financial Officer 1 These slides highlight information in MetLife, Inc.'s earnings release, quarterly financial supplement and other prior public disclosures. Financial results in this presentation reflect LDTI accounting, pursuant to Financial Accounting Standa ...
Here's What Key Metrics Tell Us About MetLife (MET) Q4 Earnings
Zacks Investment Research· 2024-02-01 09:31
For the quarter ended December 2023, MetLife (MET) reported revenue of $18.72 billion, up 18.2% over the same period last year. EPS came in at $1.93, compared to $1.55 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $18.07 billion, representing a surprise of +3.61%. The company delivered an EPS surprise of -1.03%, with the consensus EPS estimate being $1.95. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...
MetLife (MET) Q4 Earnings Miss Estimates
Zacks Investment Research· 2024-02-01 07:31
MetLife第四季度财报 - MetLife第四季度每股收益为1.93美元,低于Zacks Consensus Estimate的1.95美元[1] - MetLife在过去四个季度中,仅有一次超过了市场预期的每股收益[2] - MetLife第四季度营收为187.2亿美元,高于Zacks Consensus Estimate的3.61%[3] - MetLife股价的短期走势将主要取决于管理层在财报电话会议中的评论[4]
MetLife CFO John McCallion Provides Fourth Quarter and Full Year 2023 Financial Update Video
Businesswire· 2024-02-01 05:15
NEW YORK--(BUSINESS WIRE)--MetLife, Inc. (NYSE: MET) today announced that Executive Vice President and Chief Financial Officer John McCallion has provided a fourth quarter and full year 2023 financial update video. The video can be viewed on the company's website at https://www.metlife.com/about-us/newsroom/#video. About MetLife MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee ...
MetLife Named to Fortune Magazine's List of the World's Most Admired Companies
Businesswire· 2024-01-31 22:30
MetLife公司荣获“全球最受钦佩公司”之一 - MetLife公司被《财富》杂志评为2024年“全球最受钦佩公司”之一[1] 康弗瑞与《财富》合作进行企业声誉排名 - 《财富》与康弗瑞合作,通过九项标准对企业的声誉进行排名,包括投资价值、管理质量、财务稳健性、社会责任感和吸引人才能力等[2] MetLife总裁兼首席执行官表态 - MetLife总裁兼首席执行官Michel Khalaf表示,公司通过为所有利益相关方创造共享价值的良性循环,为客户和全球社区建设更加自信的未来[3] MetLife公司业务概况 - MetLife是全球领先的金融服务公司之一,提供保险、年金、员工福利和资产管理等服务,成立于1868年,在全球40多个市场开展业务,在美国、日本、拉丁美洲、亚洲、欧洲和中东地区拥有领先地位[4]
Should You Buy MetLife (MET) Ahead of Earnings?
Zacks Investment Research· 2024-01-30 19:51
Investors are always looking for stocks that are poised to beat at earnings season and MetLife, Inc. (MET) , may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report. That is because MetLife is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to- date information possible — is a pretty good indi ...
Will Rising Premiums Drive MetLife's (MET) Q4 Earnings?
Zacks Investment Research· 2024-01-30 02:36
MetLife, Inc. (MET) is poised to surpass fourth-quarter 2023 earnings expectations. The results, to be announced on Jan 31, after the closing bell, are anticipated to reflect sustained growth in net investment income and profits from most of the international operations. What Do the Estimates Say? The Zacks Consensus Estimate for fourth-quarter earnings per share of $1.95 suggests a 25.8% increase from the prior-year figure of $1.55. The consensus mark has remained stable over the past week. The consensus e ...
Seeking Clues to MetLife (MET) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
Zacks Investment Research· 2024-01-26 23:21
Analysts on Wall Street project that MetLife (MET) will announce quarterly earnings of $1.95 per share in its forthcoming report, representing an increase of 25.8% year over year. Revenues are projected to reach $18.07 billion, increasing 14.1% from the same quarter last year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this perio ...
MetLife (MET) Reports Next Week: Wall Street Expects Earnings Growth
Zacks Investment Research· 2024-01-25 00:06
The market expects MetLife (MET) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on January 31, 2024, might help the stock move higher if these key numbers are ...