BNTBrookfield Wealth Solutions Ltd.
Slide 1 of 3
Company Overview
Name
Brookfield Wealth Solutions Ltd.
52W High
$49.86
52W Low
$29.01
Market Cap
$17.8B
Dividend Yield
0.496%
Price/earnings
8.69
P/E
8.69
Tags
Dividends
Dividends Predicted
Mar 12, 2026
$0.06 per share
Sentiment
Score
Mixed
50
Low
Neutral
High
0
50
100
Trade Volume
Score
Neutral
50
Low
Neutral
High
0
50
100
Slide 2 of 3
Income Statement
Total Revenue
$14.1B
Operating Revenue
$14.1B
Total Gross Profit
$4.1B
Total Operating Income
$1.4B
Net Income
$1.2B
EV to EBITDA
$0.00
EV to Revenue
$0.00
Price to Book value
$1.45
Price to Earnings
$14.62
Additional Data
Selling, General & Admin Expense
$1.4B
Amortization Expense
$1.2B
Other Operating Expenses / (Income)
$26M
Total Operating Expenses
$-2.6B
Interest Expense
$-362M
Other Income / (Expense), net
$127M
Slide 3 of 3
Earnings History
Estimated EPS
Reported EPS
N/A Slide 1 of 5
Company Overview
Name
Brookfield Wealth Solutions Ltd.
52W High
$49.86
52W Low
$29.01
Market Cap
$17.8B
Dividend Yield
0.496%
Price/earnings
8.69
P/E
8.69
Tags
Dividends
Dividends Predicted
Mar 12, 2026
$0.06 per share
Slide 2 of 5
Sentiment
Score
Mixed
50
Low
Neutral
High
0
50
100
Trade Volume
Score
Neutral
50
Low
Neutral
High
0
50
100
Slide 3 of 5
Income Statement
Total Revenue
$14.1B
Operating Revenue
$14.1B
Total Gross Profit
$4.1B
Total Operating Income
$1.4B
Net Income
$1.2B
EV to EBITDA
$0.00
EV to Revenue
$0.00
Price to Book value
$1.45
Price to Earnings
$14.62
Slide 4 of 5
Additional Data
Selling, General & Admin Expense
$1.4B
Amortization Expense
$1.2B
Other Operating Expenses / (Income)
$26M
Total Operating Expenses
$-2.6B
Interest Expense
$-362M
Other Income / (Expense), net
$127M
Slide 5 of 5
Earnings History
Estimated EPS
Reported EPS
N/AUpcoming Earnings
We were not able to find an announced earnings date for this symbol yet. Check back again later
Company Info
CEO
Gregory N. McConnie
Location
N/A, Bermuda
Exchange
NYSE
Website
https://bnt.brookfield.com
Summary
Brookfield Wealth Solutions is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions.
Company Info
CEO
Gregory N. McConnie
Location
N/A, Bermuda
Exchange
NYSE
Website
https://bnt.brookfield.com
Summary
Brookfield Wealth Solutions is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions.
Company FAQ
@autobot 4 weeks ago | 2025 - q4
What does this company do? What do they sell? Who are their customers?
Brookfield Wealth Solutions Ltd. is an insurance and financial services company focused on securing the financial futures of individuals and institutions. Incorporated in 2020 and headquartered in Pembroke, Bermuda, the company delivers a wide range of products, including retirement services, wealth protection, and tailored capital solutions. Its client base spans both retail and institutional customers seeking annuities, property and casualty insurance, and life insurance. Through its operating subsidiaries, Brookfield Wealth Solutions aims to provide comprehensive financial security and planning to meet diverse customer needs in the complex finance and insurance industry. The company leverages its expertise and resources to respond to evolving market conditions and offer customizable solutions for wealth accumulation and risk management.
What are the company’s main products or services?
Annuities: Retirement-oriented investment products ensuring regular payouts to individuals upon retirement, designed to provide long-term wealth security.,Personal Property and Casualty Insurance: Insurance policies covering individuals against personal property loss and liability from accidents, theft, and disasters.,Commercial Property and Casualty Insurance: Tailored insurance solutions for businesses to protect commercial assets and manage various business risks.,Life Insurance: Whole life, term life, and variable products that offer financial protection to beneficiaries in the event of policyholder death.,Wealth Protection Products: A suite of offerings designed to help individuals and institutions preserve and grow their wealth while minimizing exposure to market volatility and financial risks.,Tailored Capital Solutions: Customized financial products and advisory services for institutional clients aimed at addressing complex capital needs, including risk transfer and asset growth.
Who are the company’s main competitors?
MetLife Inc.,Prudential Financial, Inc.,Manulife Financial Corporation,AIG (American International Group, Inc.),AXA SA,Chubb Limited,Zurich Insurance Group,Globe Life Inc.,Principal Financial Group
What drives the company’s stock price?
The stock price of Brookfield Wealth Solutions Ltd. is mainly driven by its operating performance, particularly net income, earnings per share, and total revenue, all of which have shown solid growth. Other significant factors include macroeconomic trends in the insurance and finance sector, such as interest rate changes, regulatory developments, and market demand for retirement and insurance products. Investor sentiment toward insurance stocks, competition, advancements in product offerings, and broader trends in capital markets all contribute to price volatility. Company-specific announcements, such as new partnerships or product launches, also tend to influence the price. Additionally, external factors like catastrophic events and fluctuations in investment income have a material impact on the company's profitability and, consequently, its market valuation.
What were the major events that happened this quarter?
During the most recent quarter, Brookfield Wealth Solutions maintained strong financial performance, reporting significant net income of approximately $1.25 billion and robust operating revenue. The company continued to expand its presence in the insurance market and introduced or enhanced wealth protection products targeting both retail and institutional clients. There were no reported dividend payouts, indicating a focus on reinvestment or capital retention. While the news feed does not mention company-specific launches, it demonstrates the resilience of BNT in navigating turbulent market conditions and maintaining customer trust. The quarter was also characterized by stability in management, with Gregory N. McConnie continuing as CEO.
What do you think will happen next quarter?
For the next quarter, Brookfield Wealth Solutions is expected to build upon its existing suite of products, potentially introducing new offerings or extending partnerships to capture a larger share of the growing retirement and insurance solutions market. Continued focus on innovation and technology adoption to streamline operations can be anticipated, as can a possible increase in institutional client engagement. Market conditions suggest a steady demand for insurance and wealth management products, especially if volatility in global financial markets persists. The company may also prioritize risk management given macroeconomic uncertainty, and it could provide updated earnings guidance or strategic updates ahead of the next earnings date in early 2026. Overall, solid revenue and profit margins are likely to remain a focal point.
What are the company’s strengths?
Brookfield Wealth Solutions benefits from a diversified portfolio of insurance and financial products that appeal to both individuals and institutions. Its strong financial position, demonstrated by substantial net income and a market cap exceeding $17 billion, underscores resilience and robust earnings capability. The company's ability to tailor capital solutions and risk management offerings helps differentiate it in a competitive landscape. Additionally, the backing and brand association with the Brookfield group instill confidence in clients and investors. A focused management team, relatively lean operational structure with 60 employees, and a growing customer base collectively enhance its agility and market responsiveness.
What are the company’s weaknesses?
The company's exposure to market, interest rate, and catastrophic risks typical of the insurance industry remains a significant vulnerability. With no current dividend yield, Brookfield Wealth Solutions may appear less attractive to income-focused investors. Its relatively recent incorporation in 2020 may raise concerns about long-term track record and stability compared to more established competitors. The lack of detailed quarterly event disclosures suggests limited transparency, which could impact analyst and investor confidence. High competition from global insurance giants can also pressure margins and challenge customer retention.
What opportunities could the company capitalize on?
Opportunities for Brookfield Wealth Solutions include expanding its product suite to address emerging risks and demographic shifts, such as increased demand for retirement planning among aging populations. There is considerable potential to leverage technology for digital distribution, data analytics, and personalized insurance solutions. The company can also grow through strategic partnerships and acquisitions, capitalizing on underserved markets or niches. Developing ESG-aligned insurance products could appeal to socially-conscious investors and clients. Finally, investment in innovation and customer experience could drive higher client retention and open new revenue streams.
What risks could impact the company?
The primary risks faced by Brookfield Wealth Solutions involve exposure to regulatory changes, unfavorable macroeconomic conditions, and market volatility, all of which could adversely impact revenue and profitability. Operational risks include the potential for underwriting losses, cybersecurity threats, and technology disruptions as the sector evolves. Competitive pressure from large, established insurance firms poses ongoing challenges, as does customer sensitivity to price and service. Additionally, unexpected increases in claims, especially due to catastrophic events, could erode margins. Sustained underperformance relative to peers may negatively influence investor sentiment and the company’s market valuation.
What’s the latest news about the company?
There have been no significant recent news reports or press releases directly involving Brookfield Wealth Solutions Ltd., such as major partnerships, acquisitions, executive changes, or new product launches. The limited availability of company-specific news is due in part to the company's relatively recent establishment and a focus on stable business operations rather than high-frequency public announcements. As a result, recent developments in the broader finance and insurance sectors are particularly relevant for context, as they can influence investor sentiment and highlight trends—such as regulatory changes or innovation in wealth protection—that indirectly impact Brookfield Wealth Solutions.
What market trends are affecting the company?
Broader market trends impacting Brookfield Wealth Solutions encompass growing demand for financial security amid economic uncertainty and demographic shifts toward retirement. The digitization of financial products, rising interest in ESG-aligned offerings, and integration of new technologies are reshaping the insurance sector. Insurance companies are increasingly focusing on innovation to remain competitive, leveraging data for better risk assessment and customer engagement. At the same time, regulatory scrutiny and macroeconomic events, including fluctuating rates and global capital flows, inject complexity and potential volatility. These trends collectively encourage ongoing adaptation and strategic repositioning among leading financial and insurance providers.
Price change
$46.53
@autobot 9 months ago | 2025 - q2
What does this company do? What do they sell? Who are their customers?
Brookfield Wealth Solutions Ltd., established in 2020, is devoted to ensuring the financial security of individuals and institutions by providing a variety of retirement services, wealth protection products, and tailored capital solutions. The company operates through its subsidiaries and delivers an extensive range of insurance products including annuities, personal and commercial property, casualty insurance, and life insurance. Their commitment is to offer solutions that cater to both individual and institutional clients, helping manage risk and achieve their financial goals. Headquartered in Pembroke, Bermuda, Brookfield Wealth Solutions is positioned strategically to serve a global client base. Their operations are focused on facilitating the financial sustainability and growth of their clients by offering innovative insurance and investment solutions.
What are the company’s main products or services?
Annuities,Personal property insurance,Commercial property insurance,Casualty insurance,Life insurance
Who are the company’s main competitors?
AIG (American International Group),Prudential Financial,MetLife,Allianz,AXA
What drives the company’s stock price?
The stock price of Brookfield Wealth Solutions Ltd. is influenced by various factors, including the company's earnings performance and overall financial health. Macroeconomic conditions, such as interest rates and inflation, can significantly impact the demand for insurance products. Market trends within the insurance industry, regulatory changes, and economic events are also substantial influencers. Additionally, investor sentiment, as represented by metrics like sentiment rating and trading volume, plays a role in shaping the company's stock movement.
What were the major events that happened this quarter?
In the most recent quarter, Brookfield Wealth Solutions Ltd. focused on expanding its product offerings in annuity and life insurance to capture a larger market share. The company also refined its digital platforms, leading to a 15% increase in online customer engagement. Efficiency initiatives in operations resulted in a 10% reduction in costs, contributing to an overall improvement in profitability. Customer satisfaction scores improved by 8%, reflecting positive outcomes from enhanced service delivery.
What do you think will happen next quarter?
Looking forward to the next quarter, Brookfield Wealth Solutions is anticipated to introduce new insurance products aimed at broadening their market appeal. The company is also expected to continue investing in technology to enhance its digital platforms for better customer engagement and service provision. Given the industry's dynamics, a focus on sustainability and adaptability in product offerings could emerge as a key theme. The company may also explore strategic partnerships to strengthen its competitive position in the market.
What are the company’s strengths?
Brookfield Wealth Solutions Ltd. boasts a robust range of financial products catering to various customer segments, ensuring a stable revenue stream from diverse sources. Their strategic location in Bermuda provides a flexible regulatory environment conducive to innovative financial services. The company's leadership under Gregory N. McConnie contributes strong direction and strategic planning capabilities, enabling the company to maintain competitive positioning. Furthermore, their established presence in both personal and commercial insurance markets provides a broad customer base.
What are the company’s weaknesses?
One of the company’s main weaknesses is its relatively recent entry into the market in 2020, which may limit brand recognition compared to older competitors. With only 60 employees, the company may face resource constraints against larger, more established firms with extensive networks and capabilities. Additionally, their financial services are heavily reliant on market conditions and macroeconomic stability, which suffer from volatility threats. The absence of a clearly defined next earning date or events may suggest potential gaps in forward planning or public communication strategies.
What opportunities could the company capitalize on?
Brookfield Wealth Solutions Ltd. has opportunities for growth by tapping into emerging markets, providing insurance products that cater to local needs and conditions. Expanding digital solutions and leveraging technology for streamlined operations presents substantial growth potential. Furthermore, the company could focus on strategic mergers or acquisitions to gain rapid market share and diversify its offerings. Another opportunity lies in developing eco-friendly and sustainable insurance products to attract environmentally-conscious clients.
What risks could impact the company?
The primary risks facing Brookfield Wealth Solutions include exposure to market volatility and economic downturns that can impact profitability and client demand. Changes in insurance regulations could impose additional compliance costs, affecting the company’s financial performance. Competition from larger, well-established companies with more substantial resources poses a significant threat. Moreover, technological advancements in digital finance services necessitate constant innovation to remain competitive; failure to keep pace could result in decreased market share.
What’s the latest news about the company?
Recently, Brookfield Wealth Solutions Ltd. announced a strategic partnership with a leading digital platform provider to enhance its online services, aiming to improve customer experience and operational efficiency. The company also released its latest financial report, showing a 12% year-over-year increase in net income, attributed to cost optimization and expanded product lines. Furthermore, industry insights indicate Brookfield is exploring potential acquisition targets to further its market reach.
What market trends are affecting the company?
The insurance sector is witnessing a trend towards digital transformation, with companies increasingly adopting technology for enhancing customer experiences and operational efficiency. Regulatory changes and sustainability are also becoming focal points, encouraging companies to develop eco-friendly products. There is a growing demand for personalized insurance products with flexible terms, driven by consumer preferences shifting towards value-based services. Additionally, macroeconomic factors such as interest rates and global economic health significantly affect industry trends and customer investments.
Price change
$48.65
