MetLife Slides 4.7% as Investors Weigh Mixed Signals Ahead of Earnings

MetLife (MET) is down 4.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The clearest takeaway is that the catalyst is not obvious from fresh company filings or a major negative corporate announcement. This could be because investors are turning cautious ahead of MetLife’s third-quarter results in early November, while the stock also absorbs mixed analyst target changes and a weaker broader market backdrop.

Details:

MetLife said it will release third-quarter 2026 results on November 4, 2026, after the market closes, with its earnings call scheduled for November 5.

Recent analyst actions have been mixed: one firm lowered its price target to $109 from $112 on October 7, while other firms later nudged targets higher to about $110 and a new Buy initiation appeared on October 22.

MetLife’s latest company announcements have looked routine rather than negative, including its fourth-quarter 2026 common stock dividend declaration and an October product-related update.

The broader U.S. market was under pressure on October 23 as rising oil prices and a small uptick in the 10-year Treasury yield weighed on stocks generally, which may have added to the selling.

Sources:

MetLife Investor Relations, MarketScreener, AP News

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$MET Insider Trading Activity

$MET insiders have traded $MET stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $MET stock by insiders over the last 6 months:

MARLENE DEBEL (EVP & Chief Risk Officer) sold 21,312 shares for an estimated $1,738,822

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$MET Hedge Fund Activity

We have seen 703 institutional investors add shares of $MET stock to their portfolio, and 591 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 4,101,029 shares (+inf%) to their portfolio in Q2 2026, for an estimated $346,988,063
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,882,369 shares (+inf%) to their portfolio in Q2 2026, for an estimated $328,487,241
AMERIPRISE FINANCIAL INC removed 3,285,697 shares (-48.6%) from their portfolio in Q2 2026, for an estimated $278,002,823
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 2,710,066 shares (+87.5%) to their portfolio in Q2 2026, for an estimated $229,298,684
DODGE & COX removed 2,683,626 shares (-5.3%) from their portfolio in Q2 2026, for an estimated $227,061,595
PRICE T ROWE ASSOCIATES INC /MD/ removed 1,502,549 shares (-6.6%) from their portfolio in Q2 2026, for an estimated $127,130,670
MORGAN STANLEY added 1,411,340 shares (+12.7%) to their portfolio in Q2 2026, for an estimated $119,413,477

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$MET Government Contracts

We have seen $3,497,109 of award payments to $MET over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

HEALTH AND LIFE INSURANCE: $3,497,109

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$MET Price Targets

Multiple analysts have issued price targets for $MET recently. We have seen 9 analysts offer price targets for $MET in the last 6 months, with a median target of $98.0.

Here are some recent targets:

Yaron Kinar from Mizuho set a target price of $102.0 on 07/09/2026
Wesley Carmichael from Wells Fargo set a target price of $101.0 on 07/09/2026
Michael Ward from UBS set a target price of $105.0 on 07/08/2026
Alex Scott from Barclays set a target price of $94.0 on 07/07/2026
Nigel Dally from Morgan Stanley set a target price of $103.0 on 07/06/2026
Paul Newsome from Piper Sandler set a target price of $90.0 on 06/24/2026
Ryan Krueger from Keefe, Bruyette & Woods set a target price of $98.0 on 05/13/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.