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TickerTalks›$MET
MEMET

MetLife, Inc.

$MET·$63B·Insurance - Life·Financial Services
$95.31-0.5%YTD+21.4%1Y+16.8%
Price updated 8m ago·X counts updated 2d ago
MEMET
$METMetLife, Inc.
$95.31-0.54%1.7k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MET on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,707X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MET's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-09-28

Meteora's MET token is riding a Solana ecosystem rally (+106% in ten days). Bulls call it the liquidity layer of Solana with revenue sharing via staking and pitch a 5-10x move. Chartists flag a clean bounce off 0.326 support. Only one voice notes a disciplined swing trader has now offloaded 2.5M MET into OKX rallies twice.

Read what X is saying about $MET

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MET — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

The move is getting stronger, with heavier trading behind it.

MetLife is the boring insurance compounder near all-time highs — rising Treasury yields are doing exactly what the business was built for.

MetLife is a large US life insurer and asset manager — the kind of unfashionable financial that gets forgotten in a bull market and rewarded in one exactly like this. Long-duration Treasury yields at 19-year highs mean it reinvests premium cash flow for decades at rates the company hasn't seen since before the GFC.

  • The numbers keep quietly beating: last quarter EPS printed $2.43 vs $2.30 estimated — a fifth consecutive beat — and analysts see EPS moving from ~$10 this year to $12.4 by 2028 as investment yields keep re-pricing higher.
  • The valuation stays reasonable even at highs: 17x trailing PE, 0.72x sales and a 30% free cash flow yield — this is a cash-generative business, not a rate story alone.
  • Insider activity is routine director-award only — no meaningful open-market buying or selling, which is what you'd expect from a name compounding without drama.

November 4 earnings and any commentary on the Group Benefits margin trend plus reinvestment-rate color is the near-term unlock; a re-affirmed operating-EPS trajectory extends the tape toward $105, a soft Group Benefits or a rate-move reversal is what stalls this at the 52-week highs.

What to watch: November 4 earnings — Group Benefits margin trend and reinvestment-rate color; a clean operating-EPS trajectory with rising yields extends the tape, a soft Group Benefits print or a sharp yield reversal is what stalls the run at the 52-week highs.

On the calendar: 2026-11-04 — Q3 earnings

sentiment wrong asset

Read the AI verdict on $MET

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global insurer and financial services firm offering life, dental, and disability insurance, annuities, and employee benefits across five regional segments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Insurance - Life sits in its cycle right now — and what that implies for $MET.

Insurance - Life · Financial Services

No material change from last week — elevated rates sustain annuity spread income for life insurers.

What this means for $MET

Neutral — Global insurer and financial services firm offering life, dental, and disability insurance, annuities, and employee benefits across five regional segments.

Top industry ETF

$KIESPDR S&P Insurance ETF
-1.2%YTD
+0.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
29.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
28.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$2.43$2.30+5.7%
Q1 2026May 6, 2026$2.42$2.27+6.6%
Q4 2025Feb 4, 2026$2.58$2.34+10.3%
Q3 2025Nov 5, 2025$2.34$2.31+1.3%
Next earningsWed, Nov 4·consensus EPS $2.57

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$19.1B+4.4%37.2%7.9%$1.75$2.7B
Q4 FY25$23.8B+29.1%30.5%4.7%$1.17$8.1B
Q3 FY25$16.9B-7.7%17.4%7.2%$1.23$3.6B
Q2 FY25$17.2B-1.8%26.4%5.7%$1.04$2.2B

Forward consensus

4-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$79.8B$77.9B – $81.0B$10.04$7.37 – $10.628
FY27$84.2B$80.9B – $86.0B$11.13$7.58 – $12.088
FY28$88.0B$83.9B – $89.8B$12.41$10.88 – $13.668
FY29$92.8B$89.0B – $95.0B$13.50$12.78 – $13.916

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.85%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+14.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 537.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.765-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 33 other (29 awards · 4 inkinds) in window

See when $MET insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 248-K — Item 7.01: Press release / Reg FD
AI summary

MetLife, Inc. filed an 8-K under Item 7.01 (Regulation FD Disclosure) to furnish investor presentation materials and/or a press release as Exhibit 99.1 on September 24, 2026. The filing reflects MetLife's proactive investor communications in connection with a scheduled investor or analyst event. Specific content of the presentation is contained in the attached exhibit. This is a routine Reg FD disclosure accompanying an investor-facing communication.

SC 13D/AActivist amendmentAug 6SC 13D/A
AI summary

MetLife, Inc.'s Board of Directors filed Amendment No. 106 to a Schedule 13D on August 6, 2026, reporting beneficial ownership of 102,098,469 shares of MetLife common stock (approximately 16.1%) held in the MetLife Policyholder Trust as of July 31, 2026. The trust was created under MetLife's 1999 Plan of Reorganization, when 494,466,664 shares were originally distributed; the decline to 102,098,469 reflects policyholder redemptions, the 2008 Reinsurance Group of America split-off, withdrawals, and escheatment over 26 years. This is a routine administrative update to the Board's structural 13D position — no activist intent, no proposed transaction, and no change in ownership strategy.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

MetLife, Inc. filed its Q2 2026 earnings 8-K on August 5, 2026, reporting financial results for the quarter ended June 30, 2026. MetLife has common stock (MET) and three preferred series (Series A floating rate, Series E 5.625%, Series F) listed on NYSE. The filing also includes Reg FD (Item 7.01) and Item 8.01 disclosures, likely an investor presentation and supplemental financial data. No headline figures appear in the excerpt; the actual results are in the attached exhibits. This is a routine but market-relevant quarterly earnings disclosure for one of the largest U.S. life insurance companies.

8-KPress release / Reg FDJun 298-K — Item 7.01: Press release / Reg FD
AI summary

MetLife disclosed preliminary Q2 2026 variable investment income of $220M-$270M pre-tax versus full-year 2026 guidance of approximately $1.6B pre-tax, including private equity, real estate funds, and prepayment fees. Q2 tracking below pro-rata pace of guidance; suggests a softer quarter on alternative investments.

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
SC 13D/AActivist amendmentMay 7SC 13D/A
AI summary

Monica M. Curtis (MetLife, Inc., 200 Park Avenue, New York) filed an amended Schedule 13D for MetLife with event date May 7, 2026. Specific ownership details are not visible in the excerpt. Amendment to an institutional insider position in MetLife.

8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

MetLife issued Q1 2026 financial results (quarter ended March 31, 2026): Earnings Release (Exhibit 99.1), Quarterly Financial Supplement (Exhibit 99.2), and Total AUM Fact Sheet (Exhibit 99.3). Comprehensive quarterly earnings and AUM disclosure.

8-KPress release / Reg FDApr 78-K — Item 7.01: Press release / Reg FD
+ 12 other (2 routine 8-Ks · 2 13Fs · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Can MetLife's Group Benefits Segment Maintain Its Momentum?zacks.com·7d agoThe 30-Year Treasury Yield Just Hit a 19-Year High. Life Insurers Reinvest at Those Rates for Decades.fool.com·10d ago3 Life Insurers to Watch as Annuity Sales Hit First-Half Record Highszacks.com·12d agoMetLife Investment Management Closes Galaxy 38 CLOgurufocus.com·13d agoMetLife Investment Management Closes Galaxy 38 CLObusinesswire.com·13d ago
Voices on X · top 11 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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