异动解读 | 大都会人寿夜盘大跌5.13%,Q2业绩不及预期

异动解读
Aug 07, 2025

大都会人寿(MET)股价在夜盘交易中大跌5.13%,主要原因是公司公布的第二季度业绩未达市场预期。

根据大都会人寿最新发布的财报显示,截至6月30日的第二季度,公司调整后每股收益(EPS)为2.02美元,低于分析师平均预期的2.15美元,同时也低于去年同期的2.28美元。公司营收同比下降4.1%,至179.2亿美元,同样未达分析师预期的185.3亿美元。

造成业绩下滑的主要原因是人寿和非医疗健康产品的承保利润率下降,导致本季度调整后的保费、费用和其他收入下降6%,降至127.2亿美元。尽管公司本季度的净投资收入增长了9%,达到57亿美元,但仍未能抵消保费收入的下滑。值得注意的是,大都会人寿在过去四个季度中连续未能达到盈利预期,这可能引发投资者对公司长期增长前景的担忧。尽管如此,华尔街分析师仍对该公司保持乐观态度,目前对大都会人寿的平均评级为"买入",12个月目标价中位数为94.00美元,较当前股价有约19.2%的上涨空间。

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