-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：大都会投资(MET)第一季度运营每股收益为2.42美元，高于去年同期的1.96美元，超出我们此前2.20美元的预期以及市场普遍预期的2.27美元。第一季度运营收入增长6.5%至197亿美元，主要得益于保费收入增长5%以及净投资收益增长10%。2025年全年收入增长8.7%，也超过了我们此前2%-6%的预测。尽管养老金风险转移(PRT)活动有所下降，但大都会投资(MET)整体增速仍高于同行水平，这令我们倍感鼓舞。剔除PRT后的保费和手续费收入增长10%，各业务板块均表现强劲，包括团体福利（盈利增长19%）、亚洲业务（增长31%）和投资管理（增长68%）。我们期待管理层在明天的电话会议上展望2026年PRT活动和员工福利需求。尽管 PRT 波动较大，但考虑到 MET 能够实现稳健的基本增长，在第一季度向股东返还 11 亿美元，并在不确定的商业环境下实现资产管理部门的强劲业绩，我们认为这些结果令人鼓舞。
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