| MET |
Report |
Variable Investment Income (Q2 2026) |
MISS |
pred ~$265M vs. cons ~$316M (Visible Alpha, Jul 1 2026) |
HIGH |
| MET |
Report |
Adj. EPS Diluted Operating (Q2 2026) |
MISS |
pred ~$2.30 vs. cons $2.37 (Visible Alpha, Jul 1 2026) |
MEDIUM |
| MET |
Report |
Interest-Adj. Benefit Ratio - Group Benefits (Q2 2026) |
IN-LINE |
pred ~73.5% vs. cons 73.94% (Visible Alpha, Jul 1 2026) |
MEDIUM |
| MET |
Guide |
FY 2026 Variable Investment Income (pretax) |
LOWER |
guide ~$1.6B reaffirmed vs. cons $1.62B (Visible Alpha, Jul 1 2026) |
HIGH |
| MET |
Guide |
Q3 2026 VII qualitative tone |
UNCHANGED |
constructive above $400M run rate vs. cons ~$408M (Visible Alpha, Jul 1 2026) |
MEDIUM |
| MET |
Guide |
FY 2026 Direct Expense Ratio |
UNCHANGED |
reaffirm 12.1% target vs. cons ~12.1% |
HIGH |
| MET |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
MEDIUM |
| MET |
Return |
5-day cumulative residual |
-2.5% (STABILIZE) |
STABILIZE - Q3 VII recovery narrative limits downside; partial recovery as sell-side trims but does not slash estimates; high pre-run prevents full reversal |
MEDIUM |