Early Access

10-QPeriod: Q1 FY2012

METLIFE INC Quarterly Report for Q1 Ended Mar 31, 2012

Filed May 8, 2012For Securities:METMET-PEMET-PFMET-PA

Summary

MetLife Inc. reported mixed financial results for the first quarter of 2012. While operating earnings available to common shareholders increased by 11.0% year-over-year to $1.46 billion, driven by favorable mortality and claims experience and improved investment yields, the company posted a net loss of $120 million for the period. This net loss was largely attributable to significant derivative losses, particularly from unfavorable changes in freestanding derivatives and the adjustment for nonperformance risk on embedded derivatives, which overshadowed the positive operating performance. The company continued to execute its strategic initiatives, including the ongoing reorganization into three broad geographic regions and progress in exiting certain less profitable businesses, such as forward residential mortgages and reverse mortgage origination. Management highlighted strong sales in various segments, particularly in Asia and Latin America, and a disciplined approach to investments and expense management. However, the company also faces ongoing challenges from a volatile global economic environment, regulatory scrutiny, and the inherent risks associated with its large investment portfolio and derivative positions.

Financial Statements
Beta
Revenue$15.92B
Operating Expenses$4.32B
Operating Income-$188.00M
Net Income-$144.00M
EPS (Basic)$-0.16
EPS (Diluted)$-0.16
Shares Outstanding (Basic)1.06B
Shares Outstanding (Diluted)1.06B

Key Highlights

  • 1Operating earnings available to common shareholders increased by 11.0% to $1.46 billion.
  • 2Net loss of $120 million for the quarter, largely due to $1.98 billion in net derivative losses.
  • 3Strong sales growth noted in Asia and Latin America segments, contributing to overall premium growth.
  • 4Favorable mortality and claims experience across multiple segments positively impacted operating results.
  • 5Company continues to manage investment portfolio for optimal yields while mitigating risks, with significant exposure to fixed income securities.
  • 6Progress made in exiting certain businesses (e.g., forward residential mortgages) and ongoing restructuring efforts, with associated charges noted.
  • 7MetLife Bank is in the process of exiting its depository business, subject to regulatory approvals.

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