Brookfield Wealth Solutions Ltd.

BNT · NYSE · Financial Services / Insurance - Diversified

40.91USD-0.30 (-0.73%)

Price History

Full chart

Market Stats

Previous Close41.21

Open41.22

Day Range40.91 – 41.22

52-Week Range36.28 – 49.61

Volume5.69K

Market Cap10.10B

P/E (TTM)43.83

Forward P/E0.00

EPS0.84

Dividend Yield0.77%

Beta1.63

50-Day Avg41.46

200-Day Avg44.09

About

Brookfield Wealth Solutions Ltd., through its subsidiaries, provides retirement services, wealth protection products, and capital solutions to individuals and institutions. It operates through Annuities, Property and Casualty (P&C), Life Insurance segments. The Annuities segment offers retail and institutional annuities, including fixed index, fixed rate, single premium immediate, and variable annuities, as well as pension risk transfer. The P&C segment provides specialty casualty, construction defect, general liability, commercial multi-peril, workers compensation, product and environmental liability, and auto liability. The Life Insurance segment offers whole life, universal life, and variable universal life insurance products. It also offers garage and inland marine insurance programs. The company was formerly known as Brookfield Reinsurance Ltd. and changed its name to Brookfield Wealth Solutions Ltd. in September 2024. Brookfield Wealth Solutions Ltd. was incorporated in 2020 and is headquartered in Pembroke, Bermuda.

Company Details

SectorFinancial Services
IndustryInsurance - Diversified
CEOMr. Sachin G. Shah CPA
Employees4.00K
HeadquartersIdeation House, Pembroke, Bermuda, HM08, USA
Websitehttps://bnt.brookfield.com

Leadership

Mr. Sachin G. Shah CPACEO, Head of Insurance Solutions Business & Director · b. 1977
Mr. Michael T. McRaithManaging Partner & Vice Chair · b. 1966
Mr. Thomas Douglas CorbettManaging Partner & CFO · b. 1980
Mr. Lorenzo Fernando Manalac LorillaManaging Partner & Chief Investment Officer · b. 1981
Mr. Paul ForestellManaging Partner & Chief Actuary · b. 1968
Ms. Lyndsay Hatlelid J.D.Managing Partner & General Counsel
Mr. Gregory N. McConnieManaging Director · b. 1973
Mr. Christopher Caldwell DonahueSenior VP & MD · b. 1987
Ms. Susan Beth Comparato J.D.Managing Director of Portfolio Management · b. 1969
Mr. Alper DagliogluManaging Partner & Head of Investment Solutions Group · b. 1977

Financials

Income Statement

Currency: USD	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31
Total Revenue	160.89M	382.00M	514.00M	1.03B	4.37B	6.95B	14.34B	11.84B
Growth (%)	-	+137.43%	+34.55%	+100.97%	+323.04%	+59.11%	+106.20%	-17.43%
Cost of Revenue	-	-	506.00M	1.12B	3.73B	5.87B	11.41B	4.57B
Gross Profit	160.89M	382.00M	8.00M	-85.00M	635.00M	1.08B	2.93B	7.27B
Gross Margin	100.00%	100.00%	1.56%	-8.23%	14.53%	15.60%	20.44%	61.42%
Operating Expense	161.39M	376.00M	6.00M	28.00M	103.00M	271.00M	1.72B	6.29B
Operating Income	-507.00K	6.00M	2.00M	-113.00M	532.00M	814.00M	1.21B	983.93M
Operating Margin	-0.32%	1.57%	0.39%	-10.94%	12.17%	11.71%	8.46%	8.31%
EBITDA	-278.00K	6.22M	2.00M	-112.00M	649.00M	1.11B	1.78B	1.59B
EBITDA Margin	-0.17%	1.63%	0.39%	-10.84%	14.85%	16.01%	12.42%	13.41%
Net Income	-507.00K	6.00M	1.00M	-112.00M	499.00M	796.00M	1.21B	779.41M
Net Income Margin	-0.32%	1.57%	0.19%	-10.84%	11.42%	11.45%	8.47%	6.58%
Interest Expense	111.00K	-	0	1.00M	104.00M	249.00M	362.00M	385.63M
Interest Expense % of Total Revenue	0.07%	-	0.00%	0.10%	2.38%	3.58%	2.52%	3.26%

Balance Sheet

Currency: USD	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31
Total Assets	-	926.71M	1.44B	11.49B	43.46B	61.64B	139.95B	149.63B
Total Liabilities	-	861.25M	1.36B	10.06B	39.19B	52.79B	126.88B	131.75B
Total Equity	-	65.46M	83.00M	1.44B	4.26B	8.70B	12.23B	17.55B
Cash	-	13.36M	35.00M	393.00M	2.15B	4.31B	12.24B	13.01B
Total Debt	-	198.00K	1.25M	693.00M	3.80B	3.74B	4.54B	5.69B
Net Debt	-	-13.16M	-33.75M	300.00M	1.66B	-565.00M	-7.70B	-7.32B

Cash Flow

Currency: USD	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31
Operating Cash Flow	149.55M	309.00M	399.00M	1.69B	644.00M	1.51B	4.57B	2.61B
Investing Cash Flow	-198.89M	-268.00M	-385.00M	-3.97B	-4.88B	-1.81B	1.43B	-9.67B
Financing Cash Flow	46.46M	-35.00M	13.00M	2.64B	5.99B	2.46B	1.92B	7.81B
Capital Expenditure	2.00K	35.00K	1.00M	1.00M	24.00M	135.00M	40.00M	69.00M
Free Cash Flow	149.55M	309.00M	398.00M	1.69B	620.00M	1.37B	4.53B	2.54B
Dividends Paid	-	-	-	7.93M	5.76M	5.09M	-	-
FCF to OCF	100.00%	100.00%	99.75%	99.94%	96.27%	91.04%	99.12%	97.36%
Dividend Paid to FCF	-	-	-	0.47%	0.93%	0.37%	-	-

Earnings

Report Date	Jun 16, 2021	Aug 12, 2021	Nov 15, 2021	Feb 10, 2022	May 16, 2022	Aug 31, 2022	Nov 30, 2022	Feb 8, 2023	May 10, 2023	Aug 9, 2023	Nov 6, 2023	Feb 7, 2024	May 8, 2024	Aug 7, 2024	Nov 4, 2024	Feb 12, 2025	May 6, 2025	Aug 7, 2025	Nov 13, 2025	Feb 12, 2026	Aug 13, 2026	Nov 12, 2026
EPS Estimate	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	-	0.00	-	-
EPS Actual	0.15	0.18	-0.55	-3.95	3.72	0.57	0.33	0.35	0.34	0.32	0.35	0.36	0.34	0.34	0.38	0.40	0.40	0.09	0.06	0.00	0.07	-
Surprise	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Timing	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	Pre-market	Pre-market	Pre-market	Pre-market

Key Statistics & Ratios

Market Cap10.10B

Enterprise Value12.64B

Trailing P/E43.83

Forward P/E0.00

Price / Sales0.85

Price / Book0.63

EPS0.84

Book Value48.98

Revenue (TTM)11.85B

Gross Profit (TTM)2.78B

EBITDA1.45B

Profit Margin1.06%

Operating Margin6.07%

Return on Equity1.05%

Return on Assets0.44%

Shares Outstanding59.93M

Shares Float20.73M

Beta1.63

Dividend Yield0.77%

Dividend Rate0.28

Payout Ratio2.08%

Ownership Breakdown

Institutions: 46.60%
Insiders: 23.82%
Retail / Other: 29.58%

Top Institutional Holders

Partners Value Investments LP
12.32M4.14%
Brookfield Corp
1.36M0.46%
Vanguard Capital Management, LLC
979.68K0.33%
Royal Bank of Canada
860.59K0.29%
Bank of Nova Scotia
715.00K0.24%
NORGES BANK
348.25K0.12%
Principal Financial Group Inc
347.43K0.12%
Vanguard Fiduciary Trust Co
323.45K0.11%
Canada Pension Plan Investment Board
244.10K0.08%
CI Investments Inc
190.21K0.06%
Montrusco Bolton Investments Inc
179.20K0.06%
Tandem Capital Management Corp
149.57K0.05%
Vanguard Global Advisers, LLC
117.57K0.04%
Legal & General Group PLC
106.30K0.04%

Top Fund Holders

CI North Amer Sm/Mid Cap Eq Fd (Ser F U)
409.51K0.14%
Vanguard Total Intl Stock Index Inv
390.86K0.13%
Vanguard Developed Markets Index Admiral
259.97K0.09%
Principal MidCap R5
229.88K0.08%
Vanguard FTSE All-Wld ex-US SmCp Idx Ins
104.71K0.04%
CI U.S. Sm/Mid Cap Eq Corp Cl(SerAShrs)
103.49K0.03%

Dividends

20263×

0.07Sep 14, 20260.07Jun 15, 20260.07Mar 17, 2026

20254×

0.06Dec 16, 20250.06Sep 12, 20250.06Jun 13, 20250.06Mar 14, 2025

20244×

0.05Dec 16, 20240.05Sep 12, 20240.05Jun 13, 20240.05Mar 12, 2024

20234×

0.05Dec 13, 20230.05Sep 13, 20230.05Jun 14, 20230.05Mar 15, 2023

20225×

3.65Dec 12, 20220.09Nov 29, 20220.09Sep 13, 20220.09Jun 14, 20220.09Mar 15, 2022

20212×

0.09Dec 15, 20210.09Sep 13, 2021

Stock Splits

Oct 10, 20253:2