Early Access

10-QPeriod: Q3 FY2011

METLIFE INC Quarterly Report for Q3 Ended Sep 30, 2011

Filed November 4, 2011For Securities:METMET-PEMET-PFMET-PA

Summary

MetLife Inc. reported its third-quarter financial results for the period ending September 30, 2011. The company saw a significant increase in net income, primarily driven by favorable changes in derivative gains and losses, alongside improved net investment gains. Total revenues saw a substantial jump year-over-year, largely due to the acquisition of ALICO, which contributed to growth across the company's international segments, particularly in Japan and other regions. Despite facing challenging market conditions and the impacts of the Japanese earthquake and tsunami, MetLife demonstrated resilience with increased operating earnings available to common shareholders, supported by growth in its annuity business and careful expense management. However, the company also incurred charges related to reserves for unclaimed property and experienced unfavorable claims experience in certain segments, including significant catastrophe losses from severe storm activity in the U.S. The company's investment portfolio remains robust, with a strong emphasis on fixed-income securities. MetLife continues to manage its interest rate, foreign currency, and equity market risks through a combination of product design, ALM strategies, and the use of derivative instruments. The company's liquidity and capital positions remain strong, with ample resources to meet business requirements and regulatory obligations.

Financial Statements
Beta
Revenue$20.45B
Operating Expenses$5.20B
Operating Income$5.20B
Net Income$3.46B
EPS (Basic)$3.23
EPS (Diluted)$3.21
Shares Outstanding (Basic)1.06B
Shares Outstanding (Diluted)1.07B

Key Highlights

  • 1Net income surged to $3.58 billion for Q3 2011, a significant increase from $320 million in Q3 2010, primarily driven by favorable derivative and investment results.
  • 2Operating earnings available to common shareholders increased by 23% to $1.18 billion for Q3 2011, reflecting the positive impact of the ALICO acquisition and growth in annuity business.
  • 3Total revenues grew by 66% to $20.46 billion for Q3 2011, largely due to the inclusion of ALICO's operations.
  • 4Total assets grew to $785.23 billion as of September 30, 2011, compared to $730.91 billion at December 31, 2010.
  • 5The company incurred a $117 million after-tax charge to increase reserves related to the use of the U.S. Social Security Administration's Death Master File to identify potential life insurance claims.
  • 6Auto & Home segment experienced unfavorable claims experience, with catastrophe-related losses increasing significantly due to severe storm activity, leading to a 73% decrease in operating earnings for the segment.
  • 7MetLife announced plans to explore the sale of MetLife Bank's depository and forward mortgage origination businesses to focus on its core insurance and annuity operations.

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