• In early January 2026, MetLife, Inc. confirmed a first-quarter 2026 common stock dividend of US$0.5675 per share and outlined plans for continued buybacks alongside a restructuring that makes MetLife Investment Management a standalone reportable segment under updated asset-management fee arrangements.

• This combination of segment reorganization and ongoing capital returns highlights MetLife’s emphasis on growing its fee-based investment business while maintaining consistent cash distributions to shareholders.

• We’ll now explore how elevating MetLife Investment Management as a separate segment could influence MetLife’s existing investment narrative and risk profile.

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To own MetLife, you need to be comfortable with a large, global insurer that leans on insurance underwriting, investment income and a growing fee-based investment arm. The latest dividend affirmation and continued buybacks support the near term capital return story, while the MIM segment reorganization appears incremental for now relative to the immediate risks around investment margins and commercial real estate credit quality.

The most relevant update here is the creation of MetLife Investment Management as a standalone reportable segment under new market-based fee agreements. That move makes the fee-driven part of the business more visible and measurable, which matters if you see asset management growth and more asset-light earnings as key offsets to pressures from interest rates, underwriting volatility in Asia and potential CML losses.

Yet behind the steady dividend and new segment structure, investors should be aware of how commercial mortgage loan reserves could…

Read the full narrative on MetLife (it’s free!)

MetLife’s narrative projects $83.8 billion revenue and $6.3 billion earnings by 2028. This requires 4.7% yearly revenue growth and a $2.2 billion earnings increase from $4.1 billion today.

Uncover how MetLife’s forecasts yield a $92.93 fair value, a 17% upside to its current price.

Four fair value estimates from the Simply Wall St Community span roughly US$77 to US$170 per share, showing very different expectations. When you set those views against the importance of investment margins and credit quality for MetLife’s earnings resilience, it becomes clear why checking several alternative viewpoints can be helpful before you decide what the story looks like to you.