BNT Class A Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares
NYSE · Insurance · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Mar 26, 2026
$36.92
· of 52w range
· above low
· to high
$35.7352w low
$49.8652w high
Revenue
$11.63B
your badges
52W Range
$36–$50
Analyst Rating
·
Price Target
·
P/E
·
ROE
5.6%
Net Profit Margin
7.4%
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BNT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$36.92
Revenue
$11.63B
ROE
5.6%
52W Range
$36–$50
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Oct. 10, 2025 | 3-for-2 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$11.63B2019-12-31 → 2025-12-31
EPS·2019-12-31 → 2020-12-31
Free Cash Flow$2.54B2023-12-31 → 2025-12-31
Net margin7.4%2021-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | BNT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 1.9% | · | · | · | |
| Pretax Margin | 8.3%5Y avg ≈7.8% | ≈7.8% | · | · | |
| Net Profit Margin | 7.4%5Y avg ≈7.3% | ≈7.3% | · | · | |
| ROA | 0.58%5Y avg ≈0.89% | ≈0.89% | · | · | |
| ROE | 5.6%5Y avg ≈13.7% | ≈13.7% | · | · |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | BNT | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.15Y avg ≈0.3 | ≈0.3 | · | · | |
| Revenue / Employee | ≈$2.9M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Annualized Payout≈$0.28
Growth Streak≈2
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 14, 2026 | $0.07 | USD | ≈0.56% |
| Jun 15, 2026 | $0.07 | USD | ≈0.44% |
| Mar 17, 2026 | $0.07 | USD | ≈0.45% |
| Sep 12, 2025 | $0.06 | USD | ≈0.52% |
| Jun 13, 2025 | $0.06 | USD | ≈0.59% |
| Mar 14, 2025 | $0.06 | USD | ≈0.65% |
| Dec 16, 2024 | $0.05 | USD | ≈0.54% |
| Sep 12, 2024 | $0.05 | USD | ≈0.63% |
| Jun 13, 2024 | $0.05 | USD | ≈0.73% |
| Mar 12, 2024 | $0.05 | USD | ≈0.69% |
| Dec 13, 2023 | $0.05 | USD | ≈0.73% |
| Sep 13, 2023 | $0.05 | USD | ≈0.99% |
| Jun 14, 2023 | $0.05 | USD | ≈1.3% |
| Mar 15, 2023 | $0.05 | USD | ≈1.7% |
| Nov 29, 2022 | $0.09 | USD | ≈1.2% |
| Sep 13, 2022 | $0.09 | USD | ≈1.1% |
| Jun 14, 2022 | $0.09 | USD | ≈1.2% |
| Mar 15, 2022 | $0.09 | USD | ≈0.75% |
| Dec 15, 2021 | $0.09 | USD | ≈0.43% |
| Sep 13, 2021 | $0.09 | USD | ≈0.22% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| Dec. 31, 2024 | $0.08 | — | — | |
| June 30, 2024 | $0.08 | — | — | |
| March 31, 2024 | $0.08 | — | — | |
| Dec. 31, 2023 | $0.07 | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $11.63B | $14.10B | $6.91B | $4.41B | $1.04B | $514M | |
| Interest Expense | · | $362M | $249M | $104M | $1M | $0 | |
| Interest Income | · | · | · | $703M | $69M | $30M | |
| Pretax Income | $967M | $1.21B | $814M | $532M | $-113M | $2M | |
| Income Tax | $104M | $-34M | $17M | $31M | $-1M | $1M | |
| Net Income | $863M | $1.25B | $797M | $501M | $-112M | $1M | |
| EPS (Basic) | $3.35 | $8.69 | $10.51 | $13.75 | $-4.92 | $18.92 | |
| EPS (Diluted) | · | · | · | · | · | $18.92 | |
| Shares (Basic) | 224,030,265 | 126,003,542 | 64,215,726 | 30,919,577 | 19,903,823 | 85,000,000 | |
| Shares (Diluted) | · | · | · | · | · | 85,000,000 | |
| EBITDA | $218M | $206M | · | · | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $13.01B | $12.24B | $4.31B | $2.15B | $393M | $35M | |
| Short-term Investments | $475M | $4.40B | $3.12B | $2.40B | · | · | |
| PP&E (Net) | · | · | · | $194M | $2M | $2M | |
| Goodwill | $783M | $783M | $121M | $121M | $0 | · | |
| Intangibles | $1.62B | $1.69B | $235M | $52M | $3M | $0 | |
| Total Assets | $157.18B | $139.95B | $61.64B | $43.46B | $11.58B | $1.44B | |
| Accounts Payable | · | · | · | $61M | $57M | · | |
| Total Liabilities | $139.26B | $126.88B | $52.79B | $39.19B | $10.23B | $1.36B | |
| Retained Earnings | $2.82B | $2.05B | $945M | $310M | · | · | |
| AOCI | $1.12B | $204M | $-120M | $-523M | · | · | |
| Stockholders' Equity | $17.92B | $13.08B | $6.16B | $1.69B | $1.34B | $129M | |
| Liabilities + Equity | $157.18B | $139.95B | $61.64B | $43.46B | · | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $218M | $206M | $50M | $13M | · | · | |
| Deferred Tax | $24M | $-150M | $14M | $10M | $-1M | · | |
| Amort. of Intangibles | $131M | $98M | $7M | $1M | $0 | · | |
| Other Non-cash | $1.51B | $3.27B | · | · | · | · | |
| Operating Cash Flow | $2.61B | $4.57B | $1.51B | $644M | $1.69B | $399M | |
| CapEx | $69M | $40M | $135M | $24M | $1M | · | |
| Investing Cash Flow | $-9.67B | $1.43B | $-1.81B | $-4.88B | $-3.97B | $-385M | |
| Stock Issued | · | $0 | $0 | $450M | $1.41B | · | |
| Net Stock Activity | · | $0 | $0 | · | · | · | |
| Financing Cash Flow | $7.81B | $1.92B | $2.46B | $5.99B | $2.64B | $13M | |
| Taxes Paid | $35M | · | · | · | · | · | |
| Free Cash Flow | $2.54B | $4.53B | $1.37B | · | · | · | |
| Levered FCF | · | $4.16B | $1.13B | · | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Margin | 7.4% | 8.8% | 11.3% | 9.7% | -0.60% | · | |
| Pretax Margin | 8.3% | 8.6% | 11.6% | 11.0% | -0.57% | · | |
| EBITDA Margin | 1.9% | 1.5% | · | · | · | · | |
| ROA | 0.58% | 1.2% | 1.5% | 1.8% | -0.68% | · | |
| ROE | 5.6% | 13.0% | 20.3% | 35.1% | -5.6% | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.2 | 1.1 | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $11.63B | $14.10B | $6.91B | $4.41B | $1.04B | · | |
| Net Income TTM | $863M | $1.25B | $797M | $501M | $-112M | · |
No quarterly filings for BNT
We don't have SEC filings for this ticker yet.
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $11.63B | $14.10B | $6.91B | $4.41B | $1.04B |
| Net Income | $863M | $1.25B | $797M | $501M | $-112M |
No data for this statement
Not enough fundamentals data to build this statement yet.
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $2.54B | $4.53B | $1.37B | · | · |
Institutional owners (13F) 124 filers · $849.8M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
124
Value held
$849.8M
New positions
14
Exited positions
11
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 14 (-6 vs prior Q) | 11 (-5 vs prior Q) | 27 (+2 vs prior Q) | 38 (+11 vs prior Q) | -272K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Partners Value Investments L.P. | $525,585,875 | 12,320,344 | 61.85% | Shares |
| Brookfield Corp /ON/ | $57,836,892 | 1,355,764 | 6.81% | Shares |
| ROYAL BANK OF CANADA | $36,684,000 | 859,918 | 4.32% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $33,121,965 | 777,219 | 3.90% | Shares |
| BANK OF NOVA SCOTIA | $31,959,877 | 750,004 | 3.76% | Shares |
| VANGUARD GROUP INC | $28,741,478 | 624,299 | 3.38% | Shares |
| NORGES BANK | $14,826,164 | 348,251 | 1.74% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $14,821,279 | 347,428 | 1.74% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $10,391,951 | 244,096 | 1.22% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $10,028,440 | 235,321 | 1.18% | Shares |
| MONTRUSCO BOLTON INVESTMENTS INC. | $7,634,078 | 179,200 | 0.90% | Shares |
| MACKENZIE FINANCIAL CORP | $6,461,580 | 106,909 | 0.76% | Shares |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | $6,380,870 | 149,575 | 0.75% | Shares |
| Legal & General Group Plc | $4,531,250 | 106,364 | 0.53% | Shares |
| UBS Group AG | $4,284,430 | 100,432 | 0.50% | Shares |
| BANK OF MONTREAL /CAN/ | $4,063,660 | 95,451 | 0.48% | Shares |
| SCHWARTZ INVESTMENT COUNSEL INC | $3,880,098 | 90,954 | 0.46% | Shares |
| Vanguard Global Advisers, LLC | $3,736,273 | 87,673 | 0.44% | Shares |
| GOLDMAN SACHS GROUP INC | $3,456,527 | 81,025 | 0.41% | Shares |
| TORONTO DOMINION BANK | $3,259,917 | 76,416 | 0.38% | Shares |
| CI INVESTMENTS INC. | $2,657,889 | 62,304 | 0.31% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $2,648,508 | 62,106 | 0.31% | Shares |
| CIBC WORLD MARKET INC. | $2,343,812 | 55,047 | 0.28% | Shares |
| TD Asset Management Inc | $1,992,486 | 46,771 | 0.23% | Shares |
| MORGAN STANLEY | $1,740,444 | 40,798 | 0.20% | Shares |
| Swiss National Bank | $1,680,541 | 39,550 | 0.20% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1,531,878 | 35,909 | 0.18% | Shares |
| Proficio Capital Partners LLC | $1,518,227 | 35,589 | 0.18% | Shares |
| JPMORGAN CHASE & CO | $1,458,929 | 34,621 | 0.17% | Shares |
| SEARLE & CO. | $1,449,587 | 33,980 | 0.17% | Shares |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $1,310,942 | 30,730 | 0.15% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,226,859 | 28,759 | 0.14% | Shares |
| BlackRock, Inc. | $1,159,165 | 27,172 | 0.14% | Shares |
| D. E. Shaw & Co., Inc. | $1,132,340 | 26,598 | 0.13% | Shares |
| FMR LLC | $1,094,675 | 25,687 | 0.13% | Shares |
| CITADEL ADVISORS LLC | $1,075,885 | 25,220 | 0.13% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $1,016,775 | 23,859 | 0.12% | Shares |
| Broad Run Investment Management, LLC | $1,005,965 | 23,581 | 0.12% | Shares |
| Nuveen, LLC | $767,881 | 18,025 | 0.09% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $727,094 | 17,103 | 0.09% | Shares |
| BANK OF AMERICA CORP /DE/ | $579,579 | 13,586 | 0.07% | Shares |
| Point72 Asset Management, L.P. | $465,966 | 10,945 | 0.05% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $460,728 | 10,800 | 0.05% | Shares |
| Trexquant Investment LP | $451,471 | 10,583 | 0.05% | Shares |
| Federation des caisses Desjardins du Quebec | $445,229 | 11,473 | 0.05% | Shares |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $399,511 | 9,365 | 0.05% | Shares |
| Sequoia Financial Advisors, LLC | $386,245 | 9,054 | 0.05% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $361,541 | 8,487 | 0.04% | Shares |
| XTX Topco Ltd | $309,968 | 7,266 | 0.04% | Shares |
| SCOTIA CAPITAL INC. | $308,829 | 7,239 | 0.04% | Shares |
Activists & 5%+ owners 4 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Mr. Bruce Flatt ×4 filings | Sept. 3, 2024 | · | Initial filing | · | SEC |
| PARTNERS VALUE INVESTMENTS INC., PARTNERS VALUE INVESTMENTS L.P. ×4 filings | Sept. 3, 2024 | · | Initial filing | · | SEC |
| BROOKFIELD REINSURANCE LTD., BAM RE PARTNERS TRUST, BAM RE HOLDINGS LTD. ×6 filings | Dec. 21, 2023 | · | Initial filing | · | SEC |
| BROOKFIELD ASSET MANAGEMENT REINSURANCE PARTNERS LTD., BAM RE PARTNERS TRUST, BAM RE HOLDINGS LTD., NORTH END RE (CAYMAN) SPC ×6 filings | Dec. 6, 2022 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 15 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PDN · Invesco Exchange-Traded Fund Trust … | 0.04% | 3,741 SH | Oct. 2, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.03% | 97,109 SH | Aug. 19, 2026 | Daily |
| DXIV · Dimensional ETF Trust | 0.01% | 600 NS | July 31, 2026 | N-PORT |
| ISCF · iShares Trust | 0.01% | 1,604 SH | Sept. 10, 2026 | Daily |
| WSML · iShares Trust | 0.01% | 1,210 SH | Sept. 11, 2026 | Daily |
| DFSI · Dimensional ETF Trust | 0.01% | 1,718 NS | July 31, 2026 | N-PORT |
| IDEV · iShares Trust | 0.01% | 55,498 SH | Sept. 11, 2026 | Daily |
| DFIV · Dimensional ETF Trust | 0.00% | 13,643 NS | July 31, 2026 | N-PORT |
| IXUS · iShares Trust | 0.00% | 26,980 SH | Sept. 11, 2026 | Daily |
| DFAX · Dimensional ETF Trust | 0.00% | 1,811 NS | July 31, 2026 | N-PORT |
| DFIC · Dimensional ETF Trust | 0.00% | 2,557 NS | July 31, 2026 | N-PORT |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 390,860 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 24,849 SH | Aug. 19, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.00% | 258,620 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 5,693 SH | Aug. 19, 2026 | Daily |
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Source: SEC 20-F filed Mar 26, 2026