Brighthouse Financial, Inc. (BHF)
Charlotte, NC, US
Brighthouse Financial, Inc. is a financial services firm specializing in annuity and life insurance offerings across the United States. Its operations are organized into three distinct business units: Annuities, Life, and Run-off. The Annuities division delivers a range of annuity products, including variable, fixed, index-linked, and income options. These are designed to help clients achieve secure, tax-advantaged wealth growth, facilitate wealth transfer, and ensure stable income streams. The Life segment issues various life insurance policies such as term, universal, whole, and variable life, catering to policyholders' desires for financial protection and efficient wealth succession. Lastly, the Run-off segment is responsible for managing a portfolio of legacy products, which encompasses structured settlements, pension risk transfer agreements, specific company-owned life insurance, funding agreements, and universal life policies bolstered by secondary guarantees. Established in 2016, the company maintains its corporate headquarters in Charlotte, North Carolina.
Based on only 2 articles — low confidence
- Implied Volatility Surging for Brighthouse Financial Stock Options Zacks Investment Research
- 3DS: Half-year statement of the liquidity contract entered into with Oddo BHF SCA GlobeNewsWire
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2017-08-08 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.03% | -1.78% | +0.59% | -4.68% | -7.19% | -5.71% | +2.79% | +53.26% | +26.56% | -12.73% | -12.73% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 7 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 5 |
57.80
-12.8%
|
| All Time | 16 |
53.50
-19.3%
|
-
Revenue growth Insurance - Life: +10.6%+42.2% ★ Q1'26: -39.7% (vs Q1'25)
-
EPS growth Insurance - Life: +13.4%+24.8% ★ Q1'26: -172.2% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Life: +31.7%+7.1% ★ Q1'26: -15.8% (vs Q1'25)
-
EBIT margin Insurance - Life: +12.4%+10.1% Q1'26: -67.8% (vs Q1'25)
-
ROIC Insurance - Life: +1.0%+12.6% ★ Q1'26: +3.7% (vs Q1'25)
-
Share dilution Insurance - Life: +0.4%-7.2% ★ Q1'26: -0.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Life: -1.05×5.04× ★ Q1'26: -0.83× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 4 EPS Ana. |
Dec 2027 4 Rev. Ana. 4 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
6.84B
est: 8.30B (-17.6%)
|
8.67B
est: 8.25B (+5.0%)
|
6.33B
est: 8.12B (-22.1%)
|
8.27B
est: 7.90B (+4.6%)
|
3.59B
est: 9.32B (-61.5%)
|
6.63B
est: 8.22B (-19.4%)
|
3.95B
est: 4.01B (-1.5%)
|
4.37B
est: 8.68B (-49.6%)
|
6.21B
est: 8.73B (-28.8%)
|
8.74B
8.25B – 9.29B
+0.2% YoY
|
8.84B
7.96B – 9.55B
+1.1% YoY
|
9.17B
9.17B – 9.17B
+3.8% YoY
|
9.43B
8.79B – 9.98B
+2.8% YoY
|
| EBITDA |
-445.00M
est: 1.64B (-127.1%)
|
1.17B
est: 1.08B (+8.0%)
|
-861.00M
est: 480.53M (-279.2%)
|
-1.24B
est: -17.73B (+93.0%)
|
2.17B
est: 219.60M (+889.1%)
|
4.89B
est: 2.68B (+82.4%)
|
-1.32B
est: 994.55M (-232.8%)
|
574.00M
est: 2.15B (-73.3%)
|
626.00M
est: 2.17B (-71.1%)
|
2.17B
2.05B – 2.30B
+0.2% YoY
|
2.19B
1.98B – 2.37B
+1.1% YoY
|
2.28B
2.28B – 2.28B
+3.8% YoY
|
2.34B
2.18B – 2.48B
+2.8% YoY
|
| EBIT |
-462.00M
est: 1.64B (-128.1%)
|
1.15B
est: 1.63B (-29.8%)
|
-861.00M
est: 1.61B (-153.5%)
|
-1.24B
est: 1.57B (-178.9%)
|
2.17B
est: 1.85B (+17.7%)
|
4.89B
est: 1.63B (+199.9%)
|
-1.32B
est: 994.55M (-232.8%)
|
574.00M
est: 2.15B (-73.3%)
|
626.00M
est: 2.17B (-71.1%)
|
2.17B
2.05B – 2.30B
+0.2% YoY
|
2.19B
1.98B – 2.37B
+1.1% YoY
|
2.28B
2.28B – 2.28B
+3.8% YoY
|
2.34B
2.18B – 2.48B
+2.8% YoY
|
| Net Income |
-378.00M
est: 92.11M (-510.4%)
|
865.00M
est: 814.12M (+6.2%)
|
-740.00M
est: 340.04M (-317.6%)
|
-1.06B
est: -14.09B (+92.5%)
|
1.64B
est: 119.04M (+1,280.2%)
|
3.88B
est: -4.10B (+194.6%)
|
-1.11B
est: -892.09M (-24.7%)
|
388.00M
est: 1.19B (-67.3%)
|
433.00M
est: 1.68B (-74.2%)
|
1.11B
1.04B – 1.18B
-33.8% YoY
|
1.05B
1.02B – 1.28B
-5.4% YoY
|
1.14B
1.04B – 1.23B
+8.1% YoY
|
1.18B
1.07B – 1.27B
+3.7% YoY
|
| SGA |
463.00M
est: 1.17B (-60.3%)
|
534.00M
est: 562.09M (-5.0%)
|
620.00M
est: 818.67M (-24.3%)
|
627.00M
est: 1.25B (-49.7%)
|
665.00M
est: 348.46M (+90.8%)
|
647.00M
est: 178.07M (+263.3%)
|
730.00M
est: 502.34M (+45.3%)
|
693.00M
est: 1.09B (-36.3%)
|
—
est: 1.09B (-100.0%)
|
1.10B
1.03B – 1.16B
+0.2% YoY
|
1.11B
997.66M – 1.20B
+1.1% YoY
|
1.15B
1.15B – 1.15B
+3.8% YoY
|
1.18B
1.10B – 1.25B
+2.8% YoY
|
| EPS |
-3.16
est: 1.50 (-311.3%)
|
7.36
est: 7.60 (-3.2%)
|
-6.53
est: 5.30 (-223.2%)
|
-11.59
est: -2.40 (-381.9%)
|
18.55
est: 18.45 (+0.6%)
|
51.73
est: 8.16 (+533.8%)
|
-18.65
est: -15.70 (-18.8%)
|
4.67
est: 20.81 (-77.6%)
|
5.79
est: 29.38 (-80.3%)
|
19.28
18.19 – 20.67
-34.4% YoY
|
20.03
17.80 – 22.36
+3.9% YoY
|
20.00
18.22 – 21.52
-0.1% YoY
|
20.60
18.77 – 22.17
+3.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 4/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MetLife, Inc. | 23.17M | 19.30% | — | — | 23.16M | — | CO | Delaware | 2018-02-15 | ↗ |
| 2 | PAGE 2 OF 5 PAGES | 9.99M | 9.30% | 9.50M | — | 9.99M | — | IA | — | 2020-02-13 | ↗ |
| 3 | PAGE 2 OF 4 PAGES | 9.45M | 11.80% | 8.96M | — | 9.45M | — | IA | — | 2022-02-14 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 8.08M | 10.55% | — | 48.4K | 7.96M | 122.3K | IA | Pennsylvania | 2022-03-09 | ↗ |
| 5 | (1) BlackRock, Inc. | 7.61M | 10.20% | 7.15M | — | 7.52M | — | HC | Delaware | 2022-06-09 | ↗ |
| 6 | 52-0556948 | 4.52M | 5.60% | 1.77M | — | 4.52M | — | IA | Maryland | 2022-02-14 | ↗ |
| 7 | 30-0447847 | 3.68M | 5.30% | 3.63M | — | 3.68M | — | IA | Delaware Limited Partnership | 2023-02-10 | ↗ |
| 8 | David Einhorn | 3.29M | 2.80% | — | 3.29M | — | 3.29M | HC | U.S. Citizen | 2019-02-14 | ↗ |
| 9 | STATE STREET CORPORATION | 3.29M | 3.05% | — | — | — | 3.29M | HC | — | 2020-02-13 | ↗ |
| 10 | Greenlight Capital, Inc. | 1.65M | 1.40% | — | 1.65M | — | 1.65M | IA | Delaware | 2019-02-14 | ↗ |
| 11 | DME Advisors GP, LLC | 1.60M | 1.40% | — | 1.60M | — | 1.60M | HC | Delaware | 2019-02-14 | ↗ |
| 12 | DME Capital Management, LP | 975.9K | 0.80% | — | 975.9K | — | 975.9K | IA | Delaware | 2019-02-14 | ↗ |
| 13 | DME Advisors, LP | 626.4K | 0.50% | — | 626.4K | — | 626.4K | IA | Delaware | 2019-02-14 | ↗ |
| 14 | 1) | 17.4K | 0.00% | — | — | — | 17.4K | CO | Delaware | 2019-02-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5.41M -126.9K (-2.3%) | 350.55M +56.6M (+19.3%) | 9.42% -0.221 pp | 0.01% +0.001 pp | USD55.28 +17.2% | 34 qtrs — |
| 2 | BLACKROCK, INC. | 5.36M -695.9K (-11.5%) | 347.45M +25.9M (+8.0%) | 9.34% -1.212 pp | 0.01% +0.000 pp | USD45.85 +41.3% | 6 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 3.50M +45.1K (+1.3%) | 226.44M +43.3M (+23.7%) | 6.09% +0.079 pp | 0.05% +0.008 pp | USD44.27 +46.4% | 34 qtrs — |
| 4 | DME CAPITAL MANAGEMENT, LP | 2.79M +— (+0.0%) | 180.90M +32.7M (+22.1%) | 4.86% +0.000 pp | 6.35% +0.518 pp | USD50.97 +27.1% | 8 qtrs — |
| 5 | UBS GROUP AG | 2.54M -873.6K (-25.6%) | 164.54M -16.6M (-9.2%) | 4.42% -1.522 pp | 0.03% -0.002 pp | USD51.37 +26.1% | 34 qtrs — |
| 6 | AMERICAN CENTURY COMPANIES INC | 2.34M +131.1K (+5.9%) | 151.70M +34.4M (+29.3%) | 4.08% +0.228 pp | 0.08% +0.017 pp | USD49.78 +30.2% | 21 qtrs — |
| 7 | HBK INVESTMENTS L P | 2.10M +2.1M (+100.0%) | 136.06M +136.1M (+100.0%) | 3.66% +3.658 pp | 1.07% +1.069 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 8 | STATE STREET CORP | 1.97M -141.3K (-6.7%) | 127.82M +15.6M (+13.9%) | 3.44% -0.246 pp | 0.00% +0.000 pp | USD54.08 +19.8% | 34 qtrs — |
| 9 | GLAZER CAPITAL, LLC | 1.75M +1.7M (+100.0%) | 113.25M +113.3M (+100.0%) | 3.04% +3.045 pp | 2.98% +2.978 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 10 | MORGAN STANLEY | 1.26M +758.0K (+149.5%) | 81.96M +55.0M (+204.6%) | 2.20% +1.320 pp | 0.00% +0.003 pp | USD57.80 +12.1% | 34 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.07M +4.5K (+0.4%) | 69.37M +12.8M (+22.6%) | 1.86% +0.008 pp | 0.00% +0.001 pp | USD49.10 +32.0% | 34 qtrs — |
| 12 | SOROS FUND MANAGEMENT LLC | 774.3K +126.1K (+19.5%) | 50.16M +15.8M (+45.8%) | 1.35% +0.220 pp | 0.58% +0.091 pp | USD57.95 +11.8% | 4 qtrs — |
| 13 | FIRST TRUST ADVISORS LP | 739.3K +52.5K (+7.6%) | 47.90M +11.4M (+31.4%) | 1.29% +0.092 pp | 0.03% +0.008 pp | USD54.19 +19.6% | 31 qtrs — |
| 14 | FMR LLC | 737.5K -1.0M (-58.5%) | 47.78M -46.6M (-49.4%) | 1.28% -1.812 pp | 0.00% -0.003 pp | USD55.06 +17.7% | 34 qtrs — |
| 15 | ALLIANCEBERNSTEIN L.P. | 601.8K +495.8K (+467.6%) | 38.99M +33.4M (+592.8%) | 1.05% +0.864 pp | 0.01% +0.011 pp | USD62.60 +3.5% | 34 qtrs — |
| 16 | NUVEEN, LLC | 578.8K +192.4K (+49.8%) | 37.50M +17.0M (+82.8%) | 1.01% +0.335 pp | 0.01% +0.004 pp | USD57.71 +12.3% | 4 qtrs — |
| 17 | NORTHERN TRUST CORP | 577.2K -27.8K (-4.6%) | 37.40M +5.3M (+16.5%) | 1.01% -0.048 pp | 0.00% +0.001 pp | USD51.08 +26.8% | 34 qtrs — |
| 18 | NEXPOINT ASSET MANAGEMENT, L.P. | 576.5K +576.5K (+100.0%) | 37.35M +37.4M (+100.0%) | 1.00% +1.004 pp | 2.60% +2.603 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 19 | MILLENNIUM MANAGEMENT LLC | 567.0K +5.9K (+1.1%) | 36.74M +7.0M (+23.3%) | 0.99% +0.010 pp | 0.02% +0.003 pp | USD53.17 +21.9% | 32 qtrs — |
| 20 | AQR ARBITRAGE LLC | 566.2K +566.2K (+100.0%) | 36.68M +36.7M (+100.0%) | 0.99% +0.986 pp | 0.77% +0.772 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 21 | BANK OF AMERICA CORP /DE/ | 544.3K +43.6K (+8.7%) | 35.26M +8.7M (+32.7%) | 0.95% +0.076 pp | 0.00% +0.001 pp | USD54.42 +19.1% | 34 qtrs — |
| 22 | JPMORGAN CHASE & CO | 510.8K +352.7K (+223.1%) | 33.10M +24.7M (+294.3%) | 0.89% +0.614 pp | 0.00% +0.002 pp | USD58.05 +11.6% | 34 qtrs — |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 506.7K +35.0K (+7.4%) | 32.83M +7.8M (+31.1%) | 0.88% +0.061 pp | 0.01% +0.001 pp | USD49.52 +30.8% | 34 qtrs — |
| 24 | FRANKLIN RESOURCES INC | 502.6K +382.1K (+317.0%) | 32.56M +26.2M (+409.0%) | 0.88% +0.666 pp | 0.01% +0.006 pp | USD62.66 +3.4% | 5 qtrs — |
| 25 | CITIGROUP INC | 466.7K +314.8K (+207.2%) | 30.24M +22.2M (+275.0%) | 0.81% +0.548 pp | 0.01% +0.010 pp | USD60.75 +6.7% | 34 qtrs — |
| 26 | INVESCO LTD. | 427.3K +5.7K (+1.3%) | 27.68M +5.3M (+23.7%) | 0.74% +0.010 pp | 0.00% +0.001 pp | USD49.16 +31.8% | 34 qtrs — |
| 27 | AQR CAPITAL MANAGEMENT LLC | 425.4K -970.8K (-69.5%) | 27.56M -46.5M (-62.8%) | 0.74% -1.691 pp | 0.01% -0.033 pp | USD50.83 +27.5% | 31 qtrs — |
| 28 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 390.8K +390.8K (+100.0%) | 25.32M +25.3M (+100.0%) | 0.68% +0.681 pp | 0.04% +0.042 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 29 | SQUAREPOINT OPS LLC | 380.9K +346.9K (+1,019.9%) | 24.68M +22.9M (+1,267.0%) | 0.66% +0.604 pp | 0.03% +0.024 pp | USD63.78 +1.6% | 28 qtrs — |
| 30 | ALPINE ASSOCIATES MANAGEMENT INC. | 372.7K +372.7K (+100.0%) | 24.15M +24.1M (+100.0%) | 0.65% +0.649 pp | 1.61% +1.606 pp | USD64.79 +0.0% | 3 qtrs — |
| 31 | BANK OF NEW YORK MELLON CORP | 357.7K -102.0K (-22.2%) | 23.17M -1.2M (-5.0%) | 0.62% -0.178 pp | 0.00% -0.001 pp | USD48.99 +32.3% | 34 qtrs — |
| 32 | SG AMERICAS SECURITIES, LLC | 341.5K +238.5K (+231.5%) | 22.13M +16.7M (+304.6%) | 0.59% +0.415 pp | 0.03% +0.010 pp | USD61.83 +4.8% | 34 qtrs — |
| 33 | HSBC HOLDINGS PLC | 332.4K +332.4K (+100.0%) | 21.54M +21.5M (+100.0%) | 0.58% +0.579 pp | 0.01% +0.011 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 34 | QUBE RESEARCH & TECHNOLOGIES LTD | 322.4K +322.4K (+100.0%) | 20.89M +20.9M (+100.0%) | 0.56% +0.562 pp | 0.02% +0.021 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 35 | PRELUDE CAPITAL MANAGEMENT, LLC | 315.4K +41.5K (+15.2%) | 20.43M +5.9M (+40.6%) | 0.55% +0.072 pp | 1.50% +0.369 pp | USD43.83 +47.8% | 25 qtrs — |
| 36 | JEFFERIES FINANCIAL GROUP INC. | 314.6K +35.0K (+12.5%) | 20.38M +5.5M (+37.3%) | 0.55% +0.061 pp | 0.10% +0.034 pp | USD53.46 +21.2% | 9 qtrs — |
| 37 | KRYGER CAPITAL LTD | 302.8K +277.8K (+1,111.2%) | 19.62M +18.3M (+1,378.4%) | 0.53% +0.484 pp | 1.52% +1.362 pp | USD63.82 +1.5% | 2 qtrs — |
| 38 | GOLDMAN SACHS GROUP INC | 298.2K +90.2K (+43.4%) | 19.32M +8.3M (+75.0%) | 0.52% +0.157 pp | 0.00% +0.001 pp | USD53.88 +20.2% | 34 qtrs — |
| 39 | HIGHBRIDGE CAPITAL MANAGEMENT LLC | 275.4K +275.4K (+100.0%) | 17.84M +17.8M (+100.0%) | 0.48% +0.480 pp | 0.57% +0.569 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 40 | VERITION FUND MANAGEMENT LLC | 266.5K +110.5K (+70.9%) | 17.27M +9.0M (+108.5%) | 0.46% +0.193 pp | 0.07% +0.034 pp | USD58.38 +11.0% | 12 qtrs — |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 228.8K -142.1K (-38.3%) | 14.83M -4.9M (-24.7%) | 0.40% -0.247 pp | 0.01% -0.004 pp | USD51.59 +25.6% | 27 qtrs — |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 223.6K -1.1M (-83.6%) | 14.49M -57.7M (-79.9%) | 0.39% -1.979 pp | 0.00% -0.007 pp | USD53.22 +21.7% | 34 qtrs — |
| 43 | BANK OF NOVA SCOTIA | 215.2K +215.2K (+100.0%) | 13.94M +13.9M (+100.0%) | 0.37% +0.375 pp | 0.02% +0.021 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 44 | ALLIANZ ASSET MANAGEMENT GMBH | 213.4K +213.4K (+100.0%) | 13.83M +13.8M (+100.0%) | 0.37% +0.372 pp | 0.01% +0.014 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 45 | LMR PARTNERS LLP | 204.4K +204.4K (+100.0%) | 13.24M +13.2M (+100.0%) | 0.36% +0.356 pp | 0.02% +0.025 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 46 | NORGES BANK | 191.0K +191.0K (+100.0%) | 12.37M +12.4M (+100.0%) | 0.33% +0.333 pp | 0.00% +0.001 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 47 | NATIXIS | 188.4K +58.8K (+45.3%) | 12.21M +5.3M (+77.4%) | 0.33% +0.102 pp | 0.04% +0.011 pp | USD56.76 +14.1% | 20 qtrs — |
| 48 | GRACE & WHITE INC /NY | 187.6K -6.2K (-3.2%) | 12.16M +1.9M (+18.1%) | 0.33% -0.011 pp | 2.17% +0.352 pp | USD36.89 +75.6% | 34 qtrs — |
| 49 | WINTON GROUP LTD | 167.4K +143.3K (+594.5%) | 10.85M +9.6M (+747.7%) | 0.29% +0.250 pp | 0.37% +0.327 pp | USD63.01 +2.8% | 11 qtrs — |
| 50 | GOTHAM ASSET MANAGEMENT, LLC | 166.5K +125.3K (+303.8%) | 10.79M +8.6M (+392.9%) | 0.29% +0.218 pp | 0.04% +0.030 pp | USD62.31 +4.0% | 14 qtrs — |
| 51 | ASSENAGON ASSET MANAGEMENT S.A. | 162.1K +162.1K (+100.0%) | 10.51M +10.5M (+100.0%) | 0.28% +0.282 pp | 0.01% +0.015 pp | USD64.79 +0.0% | 23 qtrs — |
| 52 | CREDIT INDUSTRIEL ET COMMERCIAL | 155.2K +155.2K (+100.0%) | 10.06M +10.1M (+100.0%) | 0.27% +0.270 pp | 0.77% +0.773 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 53 | HENNESSY ADVISORS INC | 150.9K -9.8K (-6.1%) | 9.78M +1.2M (+14.6%) | 0.26% -0.017 pp | 0.35% +0.052 pp | USD53.77 +20.5% | 3 qtrs — |
| 54 | UBS ASSET MANAGEMENT AMERICAS INC | 148.4K -4.0K (-2.6%) | 9.61M +1.5M (+18.9%) | 0.26% -0.007 pp | 0.00% +0.000 pp | USD47.48 +36.5% | 34 qtrs — |
| 55 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 148.1K +148.1K (+100.0%) | 9.60M +9.6M (+100.0%) | 0.26% +0.258 pp | 0.01% +0.015 pp | USD64.79 +0.0% | 3 qtrs — |
| 56 | RHUMBLINE ADVISERS | 146.2K -5.0K (-3.3%) | 9.47M +1.4M (+18.0%) | 0.25% -0.009 pp | 0.01% +0.001 pp | USD47.27 +37.1% | 34 qtrs — |
| 57 | QUANTINNO CAPITAL MANAGEMENT LP | 138.8K +35.6K (+34.5%) | 8.99M +3.5M (+64.2%) | 0.24% +0.062 pp | 0.02% +0.003 pp | USD54.63 +18.6% | 27 qtrs — |
| 58 | TORONTO DOMINION BANK | 134.1K +134.1K (+100.0%) | 8.69M +8.7M (+100.0%) | 0.23% +0.234 pp | 0.01% +0.013 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 59 | GROUPE LA FRANCAISE | 133.5K +133.5K (+100.0%) | 8.65M +8.6M (+100.0%) | 0.23% +0.233 pp | 0.12% +0.121 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 60 | PRINCIPAL FINANCIAL GROUP INC | 123.0K -4.0K (-3.2%) | 7.97M +1.2M (+18.2%) | 0.21% -0.007 pp | 0.00% +0.001 pp | USD43.46 +49.1% | 34 qtrs — |
| 61 | QUINN OPPORTUNITY PARTNERS LLC | 114.8K +86.8K (+309.9%) | 7.44M +5.9M (+400.3%) | 0.20% +0.151 pp | 0.31% +0.208 pp | USD61.93 +4.6% | 2 qtrs — |
| 62 | SWISS NATIONAL BANK | 112.7K +1.8K (+1.6%) | 7.30M +1.4M (+24.0%) | 0.20% +0.003 pp | 0.00% +0.001 pp | USD51.96 +24.7% | 34 qtrs — |
| 63 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 111.0K +111.0K (+100.0%) | 7.19M +7.2M (+100.0%) | 0.19% +0.193 pp | 0.08% +0.079 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 64 | LSV ASSET MANAGEMENT | 106.6K -4.1K (-3.7%) | 6.91M +1.0M (+17.5%) | 0.19% -0.007 pp | 0.02% +0.002 pp | USD47.14 +37.4% | 34 qtrs — |
| 65 | TUDOR INVESTMENT CORP ET AL | 101.0K +101.0K (+100.0%) | 6.54M +6.5M (+100.0%) | 0.18% +0.176 pp | 0.01% +0.012 pp | USD64.79 +0.0% | 9 qtrs — |
| 66 | LEGAL & GENERAL GROUP PLC | 96.8K -17.1K (-15.0%) | 6.27M +228.2K (+3.8%) | 0.17% -0.030 pp | 0.00% +0.000 pp | USD50.27 +28.9% | 34 qtrs — |
| 67 | ADAR1 CAPITAL MANAGEMENT, LLC | 95.5K +85.5K (+855.2%) | 6.19M +5.7M (+1,066.0%) | 0.17% +0.149 pp | 0.45% +0.405 pp | USD63.56 +1.9% | 2 qtrs — |
| 68 | HILLSDALE INVESTMENT MANAGEMENT INC. | 91.4K -1.1K (-1.2%) | 5.92M +1.0M (+20.6%) | 0.16% -0.002 pp | 0.16% +0.015 pp | USD53.77 +20.5% | 3 qtrs — |
| 69 | CITADEL ADVISORS LLC | 91.2K -334.9K (-78.6%) | 5.91M -16.7M (-73.9%) | 0.16% -0.583 pp | 0.00% -0.003 pp | USD52.88 +22.5% | 33 qtrs — |
| 70 | KESTREL INVESTMENT MANAGEMENT CORP | 91.2K -3.3K (-3.5%) | 5.91M +891.0K (+17.8%) | 0.16% -0.006 pp | 3.35% +0.521 pp | USD44.30 +46.3% | 20 qtrs — |
| 71 | GARDNER LEWIS ASSET MANAGEMENT L P | 91.0K +91.0K (+100.0%) | 5.90M +5.9M (+100.0%) | 0.16% +0.159 pp | 1.50% +1.495 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 72 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 89.3K +74.6K (+508.9%) | 5.79M +5.0M (+643.2%) | 0.16% +0.130 pp | 0.03% +0.025 pp | USD60.53 +7.0% | 34 qtrs — |
| 73 | SYQUANT CAPITAL SAS | 83.3K +83.3K (+100.0%) | 5.40M +5.4M (+100.0%) | 0.15% +0.145 pp | 0.66% +0.660 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 74 | ALGERT GLOBAL LLC | 73.5K +5.0K (+7.3%) | 4.76M +1.1M (+30.9%) | 0.13% +0.009 pp | 0.07% +0.013 pp | USD52.06 +24.5% | 15 qtrs — |
| 75 | TOROSO INVESTMENTS, LLC | 72.0K +59.0K (+456.7%) | 4.66M +4.0M (+579.5%) | 0.13% +0.103 pp | 0.01% +0.010 pp | USD62.77 +3.2% | 3 qtrs — |
| 76 | D. E. SHAW & CO., INC. | 71.9K -282.1K (-79.7%) | 4.66M -14.1M (-75.2%) | 0.13% -0.491 pp | 0.00% -0.008 pp | USD49.46 +31.0% | 34 qtrs — |
| 77 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 69.6K +69.6K (+100.0%) | 4.51M +4.5M (+100.0%) | 0.12% +0.121 pp | 0.02% +0.025 pp | USD64.79 +0.0% | 4 qtrs — |
| 78 | RETIREMENT SYSTEMS OF ALABAMA | 68.6K -486.0 (-0.7%) | 4.45M +777.7K (+21.2%) | 0.12% -0.001 pp | 0.01% +0.002 pp | USD43.89 +47.6% | 34 qtrs — |
| 79 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 68.0K -633.0 (-0.9%) | 4.41M +763.0K (+20.9%) | 0.12% -0.001 pp | 0.01% +0.002 pp | USD55.11 +17.6% | 34 qtrs — |
| 80 | WALLEYE CAPITAL LLC | 63.8K +16.8K (+35.7%) | 4.13M +1.6M (+65.7%) | 0.11% +0.029 pp | 0.01% +0.003 pp | USD56.16 +15.4% | 11 qtrs — |
| 81 | AMERIPRISE FINANCIAL INC | 59.6K -13.9K (-18.9%) | 3.86M -40.2K (-1.0%) | 0.10% -0.024 pp | 0.00% +0.000 pp | USD40.24 +61.0% | 34 qtrs — |
| 82 | RAYMOND JAMES FINANCIAL INC | 59.6K -23.0K (-27.8%) | 3.86M -521.0K (-11.9%) | 0.10% -0.040 pp | 0.00% 0.000 pp | USD53.09 +22.0% | 5 qtrs — |
| 83 | DEUTSCHE BANK AG\ | 59.6K -10.4K (-14.9%) | 3.86M +144.5K (+3.9%) | 0.10% -0.018 pp | 0.00% +0.000 pp | USD50.83 +27.5% | 34 qtrs — |
| 84 | GABELLI FUNDS LLC | 58.9K +33.9K (+135.3%) | 3.81M +2.5M (+187.2%) | 0.10% +0.059 pp | 0.03% +0.017 pp | USD59.81 +8.3% | 2 qtrs — |
| 85 | RUSSELL INVESTMENTS GROUP, LTD. | 58.3K -4.4K (-6.9%) | 3.78M +452.0K (+13.6%) | 0.10% -0.008 pp | 0.00% +0.000 pp | USD40.96 +58.2% | 34 qtrs — |
| 86 | BARCLAYS PLC | 58.0K +24.6K (+73.5%) | 3.76M +2.3M (+149.7%) | 0.10% +0.043 pp | 0.00% +0.001 pp | USD58.09 +11.5% | 34 qtrs — |
| 87 | LAZARD ASSET MANAGEMENT LLC | 56.8K -60.1K (-51.4%) | 3.68M -2.5M (-40.7%) | 0.10% -0.105 pp | 0.01% -0.002 pp | USD51.01 +27.0% | 16 qtrs — |
| 88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 55.5K +1.9K (+3.5%) | 3.60M +750.2K (+26.3%) | 0.10% +0.003 pp | 0.00% +0.001 pp | USD53.42 +21.3% | 34 qtrs — |
| 89 | VICTORY CAPITAL MANAGEMENT INC | 52.4K -857.1K (-94.2%) | 3.39M -44.9M (-93.0%) | 0.09% -1.493 pp | 0.00% -0.026 pp | USD48.80 +32.8% | 34 qtrs — |
| 90 | WALLEYE TRADING LLC | 51.3K +3.0K (+6.2%) | 3.32M +760.0K (+29.6%) | 0.09% +0.005 pp | 0.00% +0.001 pp | USD53.86 +20.3% | 5 qtrs — |
| 91 | ALBERTA INVESTMENT MANAGEMENT CORP | 50.0K +50.0K (+100.0%) | 3.24M +3.2M (+100.0%) | 0.09% +0.087 pp | 0.02% +0.019 pp | USD64.79 +0.0% | 1 qtrs NEW |
| 92 | CENTIVA CAPITAL, LP | 50.0K -86.7K (-63.4%) | 3.24M -4.0M (-55.4%) | 0.09% -0.151 pp | 0.03% -0.043 pp | USD53.08 +22.1% | 2 qtrs — |
| 93 | YAKIRA CAPITAL MANAGEMENT, INC. | 49.8K +49.8K (+100.0%) | 3.22M +3.2M (+100.0%) | 0.09% +0.087 pp | 1.08% +1.085 pp | USD64.79 +0.0% | 1 qtrs NEW |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Wetzel Paul M. | Director | M-Exempt | A | Common Stock | 3,703 | 0.00 | — | 20,826 | D | ↗ |
| 2026-05-01 | Juel Carol | Director | M-Exempt | D | Deferred Restricted Stock Units | 3,361 | 0.00 | — | 7,553 | D | ↗ |
| 2026-04-08 | Pavlovich Melissa B. | Officer | M-Exempt | A | Common Stock | 5,581 | 0.00 | — | 14,232 | D | ↗ |
| 2026-03-02 | Steigerwalt Eric T | Director / Officer | M-Exempt | D | Restricted Stock Units | 14,216 | 0.00 | — | 14,217 | D | ↗ |
| 2026-03-02 | Spehar Edward A. | Officer | M-Exempt | D | Restricted Stock Units | 3,976 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | Rosenthal John | Officer | M-Exempt | A | Common Stock | 10,669 | 0.00 | — | 96,878 | D | ↗ |
| 2026-03-02 | Pavlovich Melissa B. | Officer | F-InKind | D | Common Stock | 468 | 59.98 | 28.1K | 8,651 | D | ↗ |
| 2026-03-02 | Lin Allie | Officer | M-Exempt | D | Restricted Stock Units | 1,899 | 0.00 | — | 0 | D | ↗ |
| 2026-03-02 | Lambert Myles | Officer | M-Exempt | D | Restricted Stock Units | 2,923 | 0.00 | — | 5,844 | D | ↗ |
| 2026-03-02 | Huss Vonda | Officer | M-Exempt | A | Common Stock | 6,103 | 0.00 | — | 29,565 | D | ↗ |
| 2026-02-27 | Steigerwalt Eric T | Director / Officer | A-Award | A | Common Stock | 75,577 | 0.00 | — | 382,813 | D | ↗ |
| 2026-02-27 | Spehar Edward A. | Officer | F-InKind | D | Common Stock | 8,877 | 59.98 | 532.4K | 57,251 | D | ↗ |
| 2026-02-27 | Rosenthal John | Officer | F-InKind | D | Common Stock | 7,907 | 59.98 | 474.3K | 86,209 | D | ↗ |
| 2026-02-27 | Pavlovich Melissa B. | Officer | A-Award | A | Common Stock | 1,302 | 0.00 | — | 8,124 | D | ↗ |
| 2026-02-27 | Lin Allie | Officer | A-Award | A | Common Stock | 8,974 | 0.00 | — | 15,425 | D | ↗ |
| 2026-02-27 | Lambert Myles | Officer | F-InKind | D | Common Stock | 6,600 | 59.98 | 395.9K | 45,211 | D | ↗ |
| 2026-02-27 | Huss Vonda | Officer | F-InKind | D | Common Stock | 3,858 | 59.98 | 231.4K | 23,462 | D | ↗ |
| 2025-08-30 | Pavlovich Melissa B. | Officer | — | — | Common Stock | 0 | 0.00 | — | 6,822 | D | ↗ |
| 2025-07-01 | Lambert Myles | Officer | M-Exempt | A | Common Stock | 23,468 | 0.00 | — | 50,845 | D | ↗ |
| 2025-06-12 | Zlatkus Lizabeth H | Director | A-Award | A | Restricted Stock Units | 2,837 | 0.00 | — | 2,837 | D | ↗ |
| 2025-06-12 | Wetzel Paul M. | Director | A-Award | A | Restricted Stock Units | 2,837 | 0.00 | — | 2,837 | D | ↗ |
| 2025-06-12 | Offereins Diane E | Director | A-Award | A | Restricted Stock Units | 2,837 | 0.00 | — | 2,837 | D | ↗ |
| 2025-06-12 | MALLESCH EILEEN A | Director | A-Award | A | Restricted Stock Units | 2,837 | 0.00 | — | 2,837 | D | ↗ |
| 2025-06-12 | Juel Carol | Director | A-Award | A | Restricted Stock Units | 2,837 | 0.00 | — | 2,837 | D | ↗ |
| 2025-06-12 | Inserra Michael J. | Director | A-Award | A | Restricted Stock Units | 2,837 | 0.00 | — | 2,837 | D | ↗ |
| 2025-06-12 | Hooley Stephen C | Director | A-Award | A | Restricted Stock Units | 2,837 | 0.00 | — | 2,837 | D | ↗ |
| 2025-06-12 | CHAPLIN C EDWARD | Director | A-Award | A | Restricted Stock Units | 4,556 | 0.00 | — | 4,556 | D | ↗ |
| 2025-06-06 | Zlatkus Lizabeth H | Director | M-Exempt | D | Restricted Stock Units | 3,850 | 0.00 | — | 0 | D | ↗ |
| 2025-06-06 | Wetzel Paul M. | Director | M-Exempt | D | Restricted Stock Units | 3,850 | 0.00 | — | 0 | D | ↗ |
| 2025-06-06 | Offereins Diane E | Director | M-Exempt | D | Restricted Stock Units | 3,850 | 0.00 | — | 0 | D | ↗ |
| 2025-06-06 | MALLESCH EILEEN A | Director | M-Exempt | D | Restricted Stock Units | 3,850 | 0.00 | — | 0 | D | ↗ |
| 2025-06-06 | Juel Carol | Director | M-Exempt | D | Restricted Stock Units | 3,850 | 0.00 | — | 0 | D | ↗ |
| 2025-06-06 | Inserra Michael J. | Director | M-Exempt | D | Restricted Stock Units | 3,850 | 0.00 | — | 0 | D | ↗ |
| 2025-06-06 | Hooley Stephen C | Director | M-Exempt | A | Deferred Restricted Stock Units | 3,850 | 0.00 | — | 17,879 | D | ↗ |
| 2025-06-06 | CHAPLIN C EDWARD | Director | M-Exempt | D | Restricted Stock Units | 6,183 | 0.00 | — | 0 | D | ↗ |
| 2025-06-03 | Lambert Myles | Officer | S-Sale | D | Common Stock | 1,309 | 59.10 | 77.4K | 27,377 | D | ↗ |
| 2025-06-02 | Huss Vonda | Officer | S-Sale | D | Common Stock | 3,000 | 59.51 | 178.5K | 18,441 | D | ↗ |
| 2025-05-27 | Steigerwalt Eric T | Director / Officer | S-Sale | D | Common Stock | 25,000 | 58.84 | 1.47M | 307,236 | D | ↗ |
| 2025-05-01 | Wetzel Paul M. | Director | M-Exempt | A | Common Stock | 1,120 | 0.00 | — | 16,003 | D | ↗ |
| 2025-03-03 | Lambert Myles | Officer | S-Sale | D | Common Stock | 8,180 | 59.91 | 490.1K | 35,997 | D | ↗ |
| 2025-03-03 | Huss Vonda | Officer | S-Sale | D | Common Stock | 3,000 | 59.33 | 178.0K | 21,441 | D | ↗ |
| 2025-03-01 | Steigerwalt Eric T | Director / Officer | M-Exempt | D | Restricted Stock Units | 12,484 | 0.00 | — | 0 | D | ↗ |
| 2025-03-01 | Spehar Edward A. | Officer | F-InKind | D | Common Stock | 6,752 | 0.00 | — | 47,342 | D | ↗ |
| 2025-03-01 | Rosenthal John | Officer | M-Exempt | D | Restricted Stock Units | 3,815 | 0.00 | — | 0 | D | ↗ |
| 2025-03-01 | Lin Allie | Officer | M-Exempt | D | Restricted Stock Units | 2,654 | 0.00 | — | 5,307 | D | ↗ |
| 2025-03-01 | Lambert Myles | Officer | M-Exempt | D | Restricted Stock Units | 3,755 | 0.00 | — | 7,510 | D | ↗ |
| 2025-03-01 | Huss Vonda | Officer | M-Exempt | A | Common Stock | 6,252 | 0.00 | — | 27,175 | D | ↗ |
| 2025-03-01 | Cook Richard A. | Officer | M-Exempt | A | Common Stock | 903 | 0.00 | — | 6,331 | D | ↗ |
| 2025-02-28 | Steigerwalt Eric T | Director / Officer | A-Award | A | Common Stock | 71,659 | 0.00 | — | 342,731 | D | ↗ |
| 2025-02-28 | Spehar Edward A. | Officer | A-Award | A | Common Stock | 17,812 | 0.00 | — | 48,327 | D | ↗ |
| 2025-02-28 | Rosenthal John | Officer | F-InKind | D | Common Stock | 7,244 | 59.31 | 429.6K | 73,094 | D | ↗ |
| 2025-02-28 | Lin Allie | Officer | F-InKind | D | Common Stock | 371 | 59.31 | 22.0K | 3,740 | D | ↗ |
| 2025-02-28 | Lambert Myles | Officer | A-Award | A | Common Stock | 12,284 | 0.00 | — | 45,691 | D | ↗ |
| 2025-02-28 | Huss Vonda | Officer | A-Award | A | Common Stock | 7,370 | 0.00 | — | 24,218 | D | ↗ |
| 2025-02-28 | Cook Richard A. | Officer | F-InKind | D | Common Stock | 338 | 59.31 | 20.0K | 5,428 | D | ↗ |
| 2025-02-26 | Steigerwalt Eric T | Director / Officer | S-Sale | D | Common Stock | 11,673 | 58.46 | 682.4K | 284,399 | D | ↗ |
| 2025-01-31 | Rosenthal John | Officer | S-Sale | D | Common Stock | 10,000 | 61.00 | 610.0K | 66,262 | D | ↗ |
| 2025-01-02 | Cook Richard A. | Officer | J-Other | A | Common Stock | 16 | 37.36 | 597.76 | 5,010 | D | ↗ |
| 2024-12-03 | Rosenthal John | Officer | S-Sale | D | Common Stock | 10,000 | 52.31 | 523.1K | 76,262 | D | ↗ |
| 2024-12-03 | Lambert Myles | Officer | S-Sale | D | Common Stock | 43 | 52.33 | 2.3K | 33,407 | D | ↗ |
| 2024-12-02 | Huss Vonda | Officer | S-Sale | D | Common Stock | 3,000 | 52.21 | 156.6K | 16,848 | D | ↗ |
| 2024-11-26 | Steigerwalt Eric T | Director / Officer | S-Sale | D | Common Stock | 25,000 | 52.24 | 1.31M | 296,072 | D | ↗ |
| 2024-11-15 | Spehar Edward A. | Officer | S-Sale | D | Common Stock | 7,125 | 50.98 | 363.2K | 30,515 | D | ↗ |
| 2024-11-09 | Cook Richard A. | Officer | — | — | Common Stock | 0 | 0.00 | — | 4,994 | D | ↗ |
| 2024-10-11 | Rosenthal John | Officer | S-Sale | D | Common Stock | 4,265 | 46.04 | 196.4K | 86,262 | D | ↗ |
| 2024-10-01 | Toscano Kristine | Officer | M-Exempt | A | Common Stock | 1,817 | 0.00 | — | 5,076 | D | ↗ |
| 2024-09-04 | Rosenthal John | Officer | S-Sale | D | Common Stock | 735 | 46.01 | 33.8K | 90,527 | — | ↗ |
| 2024-09-03 | Rosenthal John | Officer | S-Sale | D | Common Stock | 5,000 | 45.22 | 226.1K | 91,262 | — | ↗ |
| 2024-09-03 | Lambert Myles | Officer | S-Sale | D | Common Stock | 8,352 | 45.15 | 377.1K | 41,855 | — | ↗ |
| 2024-09-03 | Huss Vonda | Officer | S-Sale | D | Common Stock | 3,000 | 45.29 | 135.9K | 19,848 | — | ↗ |
| 2024-08-26 | Steigerwalt Eric T | Director / Officer | S-Sale | D | Common Stock | 25,000 | 45.67 | 1.14M | 321,072 | — | ↗ |
| 2024-08-15 | Spehar Edward A. | Officer | S-Sale | D | Common Stock | 7,125 | 41.74 | 297.4K | 37,640 | — | ↗ |
| 2024-07-10 | Rosenthal John | Officer | S-Sale | D | Common Stock | 5,000 | 46.00 | 230.0K | 96,262 | — | ↗ |
| 2024-06-06 | Zlatkus Lizabeth H | Director | A-Award | A | Restricted Stock Units | 3,850 | 0.00 | — | 3,850 | — | ↗ |
| 2024-06-06 | Wetzel Paul M. | Director | M-Exempt | A | Deferred Restricted Stock Units | 3,703 | 0.00 | — | 7,064 | — | ↗ |
| 2024-06-06 | Offereins Diane E | Director | A-Award | A | Restricted Stock Units | 3,850 | 0.00 | — | 3,850 | — | ↗ |
| 2024-06-06 | MALLESCH EILEEN A | Director | M-Exempt | A | Deferred Restricted Stock Units | 3,703 | 0.00 | — | 14,133 | — | ↗ |
| 2024-06-06 | Juel Carol | Director | M-Exempt | D | Restricted Stock Units | 3,703 | 0.00 | — | 0 | — | ↗ |
| 2024-06-06 | Inserra Michael J. | Director | M-Exempt | A | Common Stock | 273 | 0.00 | — | 5,773 | — | ↗ |
| 2024-06-06 | Hooley Stephen C | Director | M-Exempt | D | Restricted Stock Units | 3,703 | 0.00 | — | 0 | — | ↗ |
| 2024-06-06 | CHAPLIN C EDWARD | Director | M-Exempt | A | Common Stock | 5,947 | 0.00 | — | 43,715 | — | ↗ |
| 2024-06-03 | Steigerwalt Eric T | Director / Officer | S-Sale | D | Common Stock | 24,600 | 44.37 | 1.09M | 346,472 | — | ↗ |
| 2024-06-03 | Rosenthal John | Officer | S-Sale | D | Common Stock | 5,000 | 45.12 | 225.6K | 101,262 | — | ↗ |
| 2024-06-03 | Lambert Myles | Officer | S-Sale | D | Common Stock | 8,200 | 44.28 | 363.1K | 50,407 | — | ↗ |
| 2024-06-03 | Huss Vonda | Officer | S-Sale | D | Common Stock | 3,000 | 45.12 | 135.4K | 22,848 | — | ↗ |
| 2024-05-30 | Inserra Michael J. | Director | P-Purchase | A | Common Stock | 2,500 | 43.20 | 108.0K | 5,500 | — | ↗ |
| 2024-05-29 | Spehar Edward A. | Officer | S-Sale | D | Common Stock | 7,125 | 41.91 | 298.6K | 44,765 | — | ↗ |
| 2024-05-01 | Wetzel Paul M. | Director | M-Exempt | A | Common Stock | 3,615 | 0.00 | — | 14,883 | — | ↗ |
| 2024-04-09 | Zlatkus Lizabeth H | Director | A-Award | A | Restricted Stock Units | 547 | 0.00 | — | 547 | — | ↗ |
| 2024-04-09 | Inserra Michael J. | Director | — | D | Common Stock | 0 | 0.00 | — | 3,000 | — | ↗ |
| 2024-03-01 | Toscano Kristine | Officer | M-Exempt | D | Restricted Stock Units | 823 | 0.00 | — | 1,644 | — | ↗ |
| 2024-03-01 | Steigerwalt Eric T | Director / Officer | M-Exempt | A | Common Stock | 34,649 | 0.00 | — | 425,414 | — | ↗ |
| 2024-03-01 | Spehar Edward A. | Officer | M-Exempt | A | Common Stock | 13,165 | 0.00 | — | 66,964 | — | ↗ |
| 2024-03-01 | Rosenthal John | Officer | M-Exempt | D | Restricted Stock Units | 3,285 | 0.00 | — | 6,569 | — | ↗ |
| 2024-03-01 | Lin Allie | Officer | F-InKind | D | Common Stock | 1,152 | 46.16 | 53.2K | 3,911 | — | ↗ |
| 2024-03-01 | Lambert Myles | Officer | M-Exempt | A | Common Stock | 9,323 | 0.00 | — | 71,307 | — | ↗ |
| 2024-03-01 | Huss Vonda | Officer | M-Exempt | A | Common Stock | 6,010 | 0.00 | — | 33,090 | — | ↗ |
| 2024-02-26 | Steigerwalt Eric T | Director / Officer | S-Sale | D | Common Stock | 22,240 | 46.86 | 1.04M | 393,525 | — | ↗ |
| 2024-02-26 | Rosenthal John | Officer | S-Sale | D | Common Stock | 10,000 | 46.86 | 468.6K | 111,452 | — | ↗ |
| 2024-02-26 | Lambert Myles | Officer | S-Sale | D | Common Stock | 10,000 | 47.11 | 471.1K | 61,984 | — | ↗ |
| 2024-02-26 | Huss Vonda | Officer | S-Sale | D | Common Stock | 10,000 | 46.85 | 468.5K | 27,080 | — | ↗ |
| 2024-02-06 | Steigerwalt Eric T | Director / Officer | A-Award | A | Common Stock | 88,995 | 0.00 | — | 415,765 | — | ↗ |
| 2024-02-06 | Spehar Edward A. | Officer | A-Award | A | Common Stock | 21,005 | 0.00 | — | 60,924 | — | ↗ |
| 2024-02-06 | Rosenthal John | Officer | A-Award | A | Common Stock | 21,394 | 0.00 | — | 121,452 | — | ↗ |
| 2024-02-06 | Lin Allie | Officer | A-Award | A | Common Stock | 1,128 | 0.00 | — | 2,504 | — | ↗ |
| 2024-02-06 | Lambert Myles | Officer | A-Award | A | Common Stock | 15,656 | 0.00 | — | 71,984 | — | ↗ |
| 2024-02-06 | Huss Vonda | Officer | A-Award | A | Common Stock | 10,268 | 0.00 | — | 37,080 | — | ↗ |
| 2023-10-02 | Toscano Kristine | Officer | M-Exempt | A | Common Stock | 1,708 | 0.00 | — | 3,165 | — | ↗ |
| 2023-06-08 | Wetzel Paul M. | Director | M-Exempt | A | Deferred Restricted Stock Units | 3,361 | 0.00 | — | 6,976 | — | ↗ |
| 2023-06-08 | Shouvlin Patrick J. | Director | M-Exempt | D | Restricted Stock Units | 3,361 | 0.00 | — | 0 | — | ↗ |
| 2023-06-08 | Offereins Diane E | Director | M-Exempt | D | Restricted Stock Units | 3,361 | 0.00 | — | 0 | — | ↗ |
| 2023-06-08 | MALLESCH EILEEN A | Director | M-Exempt | D | Restricted Stock Units | 3,361 | 0.00 | — | 0 | — | ↗ |
| 2023-06-08 | Juel Carol | Director | M-Exempt | A | Deferred Restricted Stock Units | 3,361 | 0.00 | — | 3,361 | — | ↗ |
| 2023-06-08 | Hooley Stephen C | Director | M-Exempt | D | Restricted Stock Units | 3,361 | 0.00 | — | 0 | — | ↗ |
| 2023-06-08 | CHAPLIN C EDWARD | Director | M-Exempt | A | Common Stock | 5,398 | 0.00 | — | 37,768 | — | ↗ |
| 2023-06-08 | Britt Irene Chang | Director | M-Exempt | D | Restricted Stock Units | 3,361 | 0.00 | — | 0 | — | ↗ |
| 2023-06-08 | BANCROFT PHILIP V | Director | M-Exempt | D | Restricted Stock Units | 966 | 0.00 | — | 0 | — | ↗ |
| 2023-05-31 | Wetzel Paul M. | Director | M-Exempt | A | Common Stock | 3,454 | 0.00 | — | 11,268 | — | ↗ |
| 2023-03-27 | BANCROFT PHILIP V | Director | A-Award | A | Restricted Stock Units | 966 | 0.00 | — | 966 | — | ↗ |
| 2023-03-01 | Toscano Kristine | Officer | A-Award | A | Restricted Stock Units | 2,467 | 0.00 | — | 2,467 | — | ↗ |
| 2023-03-01 | Steigerwalt Eric T | Director / Officer | A-Award | A | Common Stock | 108,198 | 58.35 | 6.31M | 374,594 | — | ↗ |
| 2023-03-01 | Spehar Edward A. | Officer | M-Exempt | D | Restricted Stock Units | 3,906 | 0.00 | — | 0 | — | ↗ |
| 2023-03-01 | Rosenthal John | Officer | M-Exempt | D | Restricted Stock Units | 4,443 | 0.00 | — | 4,443 | — | ↗ |
| 2023-03-01 | Lin Allie | Officer | F-InKind | D | Common Stock | 456 | 58.35 | 26.6K | 1,336 | — | ↗ |
| 2023-03-01 | Lambert Myles | Officer | M-Exempt | A | Common Stock | 10,323 | 0.00 | — | 52,195 | — | ↗ |
| 2023-03-01 | Huss Vonda | Officer | M-Exempt | D | Restricted Stock Units | 1,998 | 0.00 | — | 3,994 | — | ↗ |
| 2023-01-03 | Lin Allie | Officer | A-Award | A | Common Stock | 15 | 38.35 | 575.25 | 873 | — | ↗ |
| 2022-12-12 | Lin Allie | Officer | — | — | Common Stock | 0 | 0.00 | — | 858 | D | ↗ |
| 2022-10-01 | Toscano Kristine | Officer | M-Exempt | A | Common Stock | 1,470 | 0.00 | — | 1,470 | — | ↗ |
| 2022-09-03 | Spehar Edward A. | Officer | F-InKind | D | Common Stock | 4,246 | 46.88 | 199.1K | 21,577 | — | ↗ |
| 2022-07-01 | Lambert Myles | Officer | A-Award | A | Restricted Stock Units | 23,468 | 0.00 | — | 23,468 | — | ↗ |
| 2022-06-08 | Wetzel Paul M. | Director | M-Exempt | D | Restricted Stock Units | 3,615 | 0.00 | — | 0 | — | ↗ |
| 2022-06-08 | Shouvlin Patrick J. | Director | M-Exempt | D | Restricted Stock Units | 3,615 | 0.00 | — | 0 | — | ↗ |
| 2022-06-08 | Offereins Diane E | Director | M-Exempt | A | Common Stock | 3,615 | 0.00 | — | 14,883 | — | ↗ |
| 2022-06-08 | MALLESCH EILEEN A | Director | A-Award | A | Restricted Stock Units | 3,361 | 0.00 | — | 3,361 | — | ↗ |
| 2022-06-08 | Juel Carol | Director | A-Award | A | Restricted Stock Units | 3,361 | 0.00 | — | 3,361 | — | ↗ |
| 2022-06-08 | Hooley Stephen C | Director | M-Exempt | D | Restricted Stock Units | 3,615 | 0.00 | — | 0 | — | ↗ |
| 2022-06-08 | CHAPLIN C EDWARD | Director | M-Exempt | D | Restricted Stock Units | 5,806 | 0.00 | — | 0 | — | ↗ |
| 2022-06-08 | Britt Irene Chang | Director | M-Exempt | A | Deferred Restricted Stock Units | 3,615 | 0.00 | — | 7,069 | — | ↗ |
| 2022-03-01 | Toscano Kristine | Officer | A-Award | A | Restricted Stock Units | 2,247 | 0.00 | — | 2,247 | — | ↗ |
| 2022-03-01 | Steigerwalt Eric T | Director / Officer | F-InKind | D | Common Stock | 36,636 | 48.06 | 1.76M | 245,169 | — | ↗ |
| 2022-03-01 | Spehar Edward A. | Officer | M-Exempt | A | Common Stock | 8,269 | 0.00 | — | 19,968 | — | ↗ |
| 2022-03-01 | Rosenthal John | Officer | M-Exempt | D | Restricted Stock Units | 5,115 | 0.00 | — | 5,115 | — | ↗ |
| 2022-03-01 | Murphy Conor | Officer | A-Award | A | Common Stock | 17,902 | 48.06 | 860.4K | 60,384 | — | ↗ |
| 2022-03-01 | Lambert Myles | Officer | M-Exempt | D | Restricted Stock Units | 3,743 | 0.00 | — | 3,743 | — | ↗ |
| 2022-03-01 | Huss Vonda | Officer | M-Exempt | A | Common Stock | 5,253 | 0.00 | — | 17,559 | — | ↗ |
| 2022-03-01 | DeBiase Christine M. | Officer | M-Exempt | D | Restricted Stock Units | 3,393 | 0.00 | — | 6,786 | — | ↗ |
| 2021-11-17 | Juel Carol | Director | A-Award | D | Restricted Stock Units | 1,791 | 0.00 | — | 1,791 | — | ↗ |
| 2021-10-01 | Toscano Kristine | Officer | A-Award | A | Restricted Stock Units | 1,470 | 0.00 | — | 1,470 | — | ↗ |
| 2021-09-10 | Toscano Kristine | Officer | — | D | No Securities Beneficially Owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-10 | Wetzel Paul M. | Director | M-Exempt | D | Restricted Stock Units | 3,454 | 0.00 | — | 0 | — | ↗ |
| 2021-06-10 | Shouvlin Patrick J. | Director | M-Exempt | D | Restricted Stock Units | 3,454 | 0.00 | — | 0 | — | ↗ |
| 2021-06-10 | Offereins Diane E | Director | A-Award | A | Restricted Stock Units | 3,615 | 0.00 | — | 3,615 | — | ↗ |
| 2021-06-10 | McCarthy Margaret M | Director | M-Exempt | D | Restricted Stock Units | 3,454 | 0.00 | — | 0 | — | ↗ |
| 2021-06-10 | MALLESCH EILEEN A | Director | A-Award | A | Restricted Stock Units | 3,615 | 0.00 | — | 3,615 | — | ↗ |
| 2021-06-10 | Hooley Stephen C | Director | M-Exempt | D | Restricted Stock Units | 3,350 | 0.00 | — | 0 | — | ↗ |
| 2021-06-10 | CHAPLIN C EDWARD | Director | M-Exempt | D | Restricted Stock Units | 6,332 | 0.00 | — | 0 | — | ↗ |
| 2021-06-10 | Britt Irene Chang | Director | M-Exempt | A | Deferred Restricted Stock Units | 3,454 | 0.00 | — | 3,454 | — | ↗ |
| 2021-03-01 | Steigerwalt Eric T | Director / Officer | A-Award | A | Common Stock | 36,468 | 41.26 | 1.50M | 194,550 | — | ↗ |
| 2021-03-01 | Spehar Edward A. | Officer | A-Award | A | Restricted Stock Units | 13,087 | 0.00 | — | 13,087 | — | ↗ |
| 2021-03-01 | Rosenthal John | Officer | M-Exempt | A | Common Stock | 11,164 | 0.00 | — | 64,050 | — | ↗ |
| 2021-03-01 | Murphy Conor | Officer | F-InKind | D | Common Stock | 1,859 | 41.26 | 76.7K | 35,914 | — | ↗ |
| 2021-03-01 | Lambert Myles | Officer | M-Exempt | D | Restricted Stock Units | 3,744 | 0.00 | — | 7,486 | — | ↗ |
| 2021-03-01 | Huss Vonda | Officer | F-InKind | D | Common Stock | 756 | 41.26 | 31.2K | 12,306 | — | ↗ |
| 2021-03-01 | Dumais Lynn A. | Officer | M-Exempt | A | Common Stock | 3,819 | 0.00 | — | 10,534 | — | ↗ |
| 2021-03-01 | DeBiase Christine M. | Officer | A-Award | A | Common Stock | 8,154 | 41.26 | 336.4K | 45,911 | — | ↗ |
| 2021-01-28 | Huss Vonda | Officer | — | D | Common Stock | 0 | 0.00 | — | 7,922 | — | ↗ |
| 2020-09-03 | Spehar Edward A. | Officer | F-InKind | D | Common Stock | 1,693 | 30.55 | 51.7K | 9,005 | — | ↗ |
| 2020-08-19 | Hooley Stephen C | Director | A-Award | A | Restricted Stock Units | 3,350 | 0.00 | — | 3,350 | — | ↗ |
| 2020-06-10 | Wetzel Paul M. | Director | M-Exempt | D | Restricted Stock Units | 3,120 | 0.00 | — | 0 | — | ↗ |
| 2020-06-10 | Wallace William Francis | Director | M-Exempt | D | Restricted Stock Unit | 3,120 | 0.00 | — | 0 | — | ↗ |
| 2020-06-10 | Shouvlin Patrick J. | Director | M-Exempt | D | Restricted Stock Units | 3,120 | 0.00 | — | 0 | — | ↗ |
| 2020-06-10 | Offereins Diane E | Director | M-Exempt | D | Restricted Stock Units | 3,120 | 0.00 | — | 0 | — | ↗ |
| 2020-06-10 | McCarthy Margaret M | Director | A-Award | A | Restricted Stock Units | 3,454 | 0.00 | — | 3,454 | — | ↗ |
| 2020-06-10 | MALLESCH EILEEN A | Director | M-Exempt | D | Restricted Stock Units | 3,120 | 0.00 | — | 0 | — | ↗ |
| 2020-06-10 | CHAPLIN C EDWARD | Director | M-Exempt | D | Restricted Stock Units | 5,720 | 0.00 | — | 0 | — | ↗ |
| 2020-06-10 | Britt Irene Chang | Director | M-Exempt | D | Restricted Stock Units | 3,120 | 0.00 | — | 0 | — | ↗ |
| 2020-03-12 | Wallace William Francis | Director | P-Purchase | A | Common Stock | 5,000 | 22.83 | 114.2K | 9,694 | — | ↗ |
| 2020-03-12 | Shouvlin Patrick J. | Director | P-Purchase | A | Common Stock | 1,100 | 20.14 | 22.2K | 9,694 | — | ↗ |
| 2020-03-10 | Spehar Edward A. | Officer | P-Purchase | A | Common Stock | 5,000 | 24.32 | 121.6K | 5,000 | — | ↗ |
| 2020-03-10 | DeBiase Christine M. | Officer | P-Purchase | A | Common Stock | 5,000 | 24.59 | 123.0K | 31,072 | — | ↗ |
| 2020-03-09 | Steigerwalt Eric T | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 23.71 | 237.1K | 135,816 | — | ↗ |
| 2020-03-09 | Rosenthal John | Officer | P-Purchase | A | Common Stock | 15,000 | 23.83 | 357.4K | 52,886 | — | ↗ |
| 2020-03-09 | CHAPLIN C EDWARD | Director | P-Purchase | A | Common Stock | 3,000 | 23.87 | 71.6K | 14,512 | — | ↗ |
| 2020-03-01 | Steigerwalt Eric T | Director / Officer | M-Exempt | A | Common Stock | 20,899 | 0.00 | — | 132,008 | — | ↗ |
| 2020-03-01 | Spehar Edward A. | Officer | A-Award | A | Restricted Stock Units | 11,718 | 0.00 | — | 11,718 | — | ↗ |
| 2020-03-01 | Rosenthal John | Officer | M-Exempt | A | Common Stock | 6,049 | 0.00 | — | 39,965 | — | ↗ |
| 2020-03-01 | Murphy Conor | Officer | M-Exempt | D | Restricted Stock Units | 1,605 | 0.00 | — | 1,605 | — | ↗ |
| 2020-03-01 | Lambert Myles | Officer | M-Exempt | D | Restricted Stock Units | 1,605 | 0.00 | — | 1,605 | — | ↗ |
| 2020-03-01 | Dumais Lynn A. | Officer | M-Exempt | D | Restricted Stock Units | 1,745 | 0.00 | — | 1,745 | — | ↗ |
| 2020-03-01 | DeBiase Christine M. | Officer | M-Exempt | D | Restricted Stock Units | 2,090 | 0.00 | — | 2,091 | — | ↗ |
| 2019-09-03 | Spehar Edward A. | Officer | A-Award | A | Restricted Stock Units | 9,554 | 0.00 | — | 9,554 | — | ↗ |
| 2019-08-30 | Steigerwalt Eric T | Director / Officer | S-Sale | D | Common Stock | 130 | 35.26 | 4.6K | 111,109 | — | ↗ |
| 2019-08-30 | Lambert Myles | Officer | S-Sale | D | Common Stock | 12 | 35.26 | 423.12 | 16,930 | — | ↗ |
| 2019-08-30 | DeBiase Christine M. | Officer | S-Sale | D | Common Stock | 185 | 35.26 | 6.5K | 22,131 | — | ↗ |
| 2019-08-27 | Rosenthal John | Officer | P-Purchase | A | Common Stock | 10,000 | 35.61 | 356.1K | 33,916 | — | ↗ |
| 2019-08-22 | Murphy Conor | Officer | P-Purchase | A | Common Stock | 3,000 | 35.68 | 107.0K | 20,902 | — | ↗ |
| 2019-08-14 | Lambert Myles | Officer | P-Purchase | A | Common Stock | 3,000 | 34.18 | 102.5K | 16,942 | — | ↗ |
| 2019-08-12 | Steigerwalt Eric T | Director / Officer | P-Purchase | A | Common Stock | 12,500 | 34.04 | 425.5K | 111,239 | — | ↗ |
| 2019-08-12 | Spehar Edward A. | Officer | — | D | No Shares Beneficially Owned | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Eric Thomas Steigerwalt | President, Chief Executive Officer & Director | 4M | male |
| John Lloyd Rosenthal | Executive Vice President & Chief Investment Officer | 2M | male |
| Edward Allen Spehar Jr. | Executive Vice President & Chief Financial Officer | 2M | male |
| Myles Joseph Lambert | Executive Vice President & Chief Operating Officer | 2M | male |
| Allie Lin | Executive VP, General Counsel & Corporate Secretary | 2M | female |
| Vonda R. Huss | Executive Vice President & Chief Human Resources Officer | 1M | female |
| Jeff Hughes | Executive Vice President & Chief Technology Officer | — | — |
| Melissa Pavlovich | Chief Accounting Officer | — | female |
| David Alan Rosenbaum | Executive Vice President and Head of Product & Underwriting | — | male |
| Dana Amante | Head of Investor Relations | — | female |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-04-14 | 2023-05-12 | Jonathan Jackson | IL01 | Joint | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2023-02-28 | 2023-05-12 | Jonathan Jackson | IL01 | Joint | Purchase | $15,001 - $50,000 | ↗ |
| 2020-03-18 | 2020-04-16 | Gilbert Cisneros | CA31 | -- | Sale (Partial) | $1,001 - $15,000 | ↗ |
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Community Opinion for BHF
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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