Stock Fundamentals

Company Information

Company Name
Brookfield Wealth Solutions Ltd.
Sector
Financial Services
Industry
Insurance - Diversified
Exchange
NYSE
ISIN: BMG174341047
CIK: 0001837429
Currency: USD
Full Time Employees: 4,000
Phone: 441 405 7811
Fiscal Year End: December
IPO Date: Jun 28, 2021
Description:

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.

Address:

Ideation House, Pembroke, Bermuda, HM08

Directors & Officers

Name Title Year Born
Mr. Michael T. McRaith Managing Partner & Vice Chair 1966
Mr. Thomas Douglas Corbett Managing Partner & CFO 1980
Mr. Lorenzo Fernando Manalac Lorilla Managing Partner & Chief Investment Officer 1981
Mr. Paul Forestell Managing Partner & Chief Actuary 1968
Ms. Lyndsay Hatlelid J.D. Managing Partner & General Counsel NA
Mr. Gregory N. McConnie Managing Director 1973
Mr. Christopher Caldwell Donahue Senior VP & MD 1987
Ms. Susan Beth Comparato J.D. Managing Director of Portfolio Management 1969
Mr. Alper Daglioglu Managing Partner & Head of Investment Solutions Group 1977
Mr. Shashank Bhalla MD & Head of Europe 1986

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Partners Value Investments LP 12.32M Mar 31, 2026 4.52% $5.46 0.00%
Brookfield Corp 1.36M Mar 31, 2026 0.50% $0.08 0.00%
Vanguard Capital Management, LLC 979.69K Mar 31, 2026 0.36% $0.00 0.00%
Royal Bank of Canada 860.59K Mar 31, 2026 0.32% $0.01 -2.16%
Bank of Nova Scotia 715.00K Mar 31, 2026 0.26% $0.05 -4.67%
Vanguard Group Inc 624.30K Dec 31, 2025 0.23% $0.00 56.64%
Principal Financial Group Inc 362.39K Mar 31, 2026 0.13% $0.01 -2.49%
Vanguard Fiduciary Trust Co 323.45K Mar 31, 2026 0.12% $0.00 0.00%
Montrusco Bolton Investments Inc 307.41K Mar 31, 2026 0.11% $0.19 30.83%
Alberta Investment Management Corp 307.05K Mar 31, 2026 0.11% $0.08 0.00%
Canada Pension Plan Investment Board 215.46K Mar 31, 2026 0.08% $0.01 0.00%
NORGES BANK 211.69K Dec 31, 2025 0.08% $0.00 0.00%
CI Investments Inc 190.21K Mar 31, 2026 0.07% $0.04 35.47%
Tandem Capital Management Corp 150.48K Mar 31, 2026 0.06% $3.12 -2.64%
Vanguard Global Advisers, LLC 117.57K Mar 31, 2026 0.04% $0.00 0.00%
Legal & General Group PLC 106.30K Mar 31, 2026 0.04% $0.00 1.66%
Mackenzie Investments 98.02K Mar 31, 2026 0.04% $0.00 -18.45%
The Goldman Sachs Group Inc 89.61K Mar 31, 2026 0.03% $0.00 13.23%
Schwartz Investment Counsel Inc 87.40K Mar 31, 2026 0.03% $0.13 0.00%
The Toronto-Dominion Bank 80.02K Mar 31, 2026 0.03% $0.00 -16.85%

Shares Statistics

Shares Outstanding: 59.93M
Shares Float: 20.45M
% Insiders: 2,388.50%
% Institutions: 4,776.90%
Short % Float: 1.15%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Intl Stock Index Inv 478.44K 0.18% ▲ 5.67% Apr 30, 2026
2 CI North Amer Sm/Mid Cap Eq Fd (Ser F U) 409.51K 0.15% ▼ 0.99% Dec 31, 2025
3 Vanguard Developed Markets Index Admiral 362.10K 0.13% ▲ 0.25% Apr 30, 2026
4 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 277.29K 0.10% ▲ 1.32% Apr 30, 2026
5 Montrusco Bolton Canadian Small Cap 240.00K 0.09% ▼ 1.24% Mar 31, 2026
6 Principal MidCap R5 232.79K 0.09% ▲ 0.00% Apr 30, 2026
7 Principal Aligned MidCap Equity 232.79K 0.09% ▲ 0.00% Mar 31, 2026
8 Vanguard FTSE All-Wld ex-US SmCp Idx Ins 138.64K 0.05% ▲ 0.00% Apr 30, 2026
9 Vanguard FTSE Canada All Cap ETF 119.40K 0.04% ▲ 1.82% Apr 30, 2026
10 CI U.S. Sm/Mid Cap Eq Corp Cl(SerAShrs) 103.49K 0.04% ▼ 1.99% Dec 31, 2025

Valuation Metrics

Enterprise Value: $7.38B
Trailing P/E: 15.96
Forward P/E: 0.00

Financial Highlights

Market Cap: $12.00B
EBITDA: $1.96B
P/E Ratio: $15.96
Book Value: $49.77
Dividend/Share: $0.25
Dividend Yield: 0.58%
Earnings/Share: $2.74
Profit Margin: 4.53%
Operating Margin: -16.30%
ROA (TTM): 0.74%
ROE (TTM): 3.63%
Revenue (TTM): $10.67B
Revenue/Share (TTM): $32.09
Earnings Growth (YOY): -98.40%
Revenue Growth (YOY): -36.70%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 N/A 0.32x 0.88x 2.55x 3.58x
2024-12-31 19.61x 0.45x 0.91x 3.35x 3.11x
2023-12-31 3.44x 0.58x 0.86x 3.27x 4.51x
2022-12-31 1.37x 1.32x 0.90x 5.12x 8.65x
2021-12-31 1.88x 3.13x 0.88x -113.00x -40.10x
2020-12-31 5.36x 0.00x 0.94x N/A 0.00x
2019-12-31 5.60x 0.00x 0.93x N/A 0.00x
2018-12-31 N/A N/A N/A -4.57x 0.00x

📦 Raw API Data (JSON Explorer)

Watchlist

0

No stocks in watchlist

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about BNT.US!