BNT Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares

NYSE · Insurance
$42.86
Price · Aug 18, 2026

BNT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$42.86
Market Cap
P/E (TTM)
EPS (TTM)
Revenue (TTM)
Div Yield
ROE
Debt/Equity
52W Range
$40 – $50

BNT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
EPS
Free Cash Flow
Margins

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
BNT
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
BNT
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
BNT
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
BNT
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
BNT
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
BNT
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
5Y Div CAGR
Ex-dateAmount
June 15, 2026$0.0700
March 17, 2026$0.0700
Sept. 12, 2025$0.0600
June 13, 2025$0.0600
March 14, 2025$0.0600
Dec. 16, 2024$0.0533
Sept. 12, 2024$0.0533
June 13, 2024$0.0533
March 12, 2024$0.0533
Dec. 13, 2023$0.0467
Sept. 13, 2023$0.0467
June 14, 2023$0.0467
March 15, 2023$0.0467
Nov. 29, 2022$0.0933
Sept. 13, 2022$0.0933
June 14, 2022$0.0933
March 15, 2022$0.0933
Dec. 15, 2021$0.0867
Sept. 13, 2021$0.0867

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Period 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

Latest News Recent headlines mentioning this company

My Metrics Your personal watchlist — selected rows from Full Fundamentals

📊

Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Institutional owners (13F) 130 filers · $771.3M 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.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
21 (+6 vs prior Q) 11 (-5 vs prior Q) 29 (+6 vs prior Q) 29 (+5 vs prior Q) +1.1M

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 68.14% Shares
Brookfield Corp /ON/ $57,836,892 1,355,764 7.50% Shares
VANGUARD CAPITAL MANAGEMENT LLC $33,121,965 777,219 4.29% Shares
BANK OF NOVA SCOTIA $31,959,877 750,004 4.14% Shares
NORGES BANK $14,826,164 348,251 1.92% Shares
PRINCIPAL FINANCIAL GROUP INC $14,821,279 347,428 1.92% Shares
CANADA PENSION PLAN INVESTMENT BOARD $10,391,951 244,096 1.35% Shares
VANGUARD FIDUCIARY TRUST CO $10,028,440 235,321 1.30% Shares
MONTRUSCO BOLTON INVESTMENTS INC. $7,634,078 179,200 0.99% Shares
MACKENZIE FINANCIAL CORP $6,461,580 106,909 0.84% Shares
TANDEM CAPITAL MANAGEMENT CORP /ADV $6,380,870 149,575 0.83% Shares
BANK OF MONTREAL /CAN/ $4,054,928 95,246 0.53% Shares
SCHWARTZ INVESTMENT COUNSEL INC $3,880,098 90,954 0.50% Shares
Vanguard Global Advisers, LLC $3,736,273 87,673 0.48% Shares
CI INVESTMENTS INC. $2,657,889 62,304 0.34% Shares
Legal & General Group Plc $2,593,369 60,876 0.34% Shares
CIBC WORLD MARKET INC. $2,343,812 55,047 0.30% Shares
GOLDMAN SACHS GROUP INC $2,199,635 51,562 0.29% Shares
TD Asset Management Inc $1,992,486 46,771 0.26% Shares
DIMENSIONAL FUND ADVISORS LP $1,814,927 42,544 0.24% Shares
Swiss National Bank $1,680,541 39,550 0.22% Shares
Nuveen Asset Management, LLC $1,605,885 27,934 0.21% Shares
LEAVELL INVESTMENT MANAGEMENT, INC. $1,531,878 35,909 0.20% Shares
Proficio Capital Partners LLC $1,518,227 35,589 0.20% Shares
SEARLE & CO. $1,449,587 33,980 0.19% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $1,310,942 30,730 0.17% Shares
TWO SIGMA INVESTMENTS, LP $1,226,859 28,759 0.16% Shares
BlackRock, Inc. $1,153,491 27,039 0.15% Shares
D. E. Shaw & Co., Inc. $1,132,340 26,598 0.15% Shares
FMR LLC $1,094,675 25,687 0.14% Shares
VANGUARD ASSET MANAGEMENT, Ltd $1,016,775 23,859 0.13% Shares
Broad Run Investment Management, LLC $1,005,965 23,581 0.13% Shares
Nuveen, LLC $767,881 18,025 0.10% Shares
VANGUARD GROUP INC $690,064 14,989 0.09% Shares
GEODE CAPITAL MANAGEMENT, LLC $608,281 14,315 0.08% Shares
BANK OF AMERICA CORP /DE/ $579,579 13,586 0.08% Shares
CITADEL ADVISORS LLC $542,550 12,718 0.07% Shares
Point72 Asset Management, L.P. $465,966 10,945 0.06% Shares
RENAISSANCE TECHNOLOGIES LLC $460,728 10,800 0.06% Shares
Trexquant Investment LP $451,471 10,583 0.06% 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 0.05% Shares
Federation des caisses Desjardins du Quebec $317,119 8,168 0.04% Shares
XTX Topco Ltd $309,968 7,266 0.04% Shares
SCOTIA CAPITAL INC. $308,829 7,239 0.04% Shares
Vanguard Personalized Indexing Management, LLC $298,407 6,995 0.04% Shares
BRUNI J V & CO /CO $291,282 6,828 0.04% Shares
OSSIAM $285,085 6,692 0.04% Shares
CAPTRUST FINANCIAL ADVISORS $282,878 6,631 0.04% Shares
Amundi $279,978 6,563 0.04% Shares
Vanguard Investments Australia, Ltd. $279,390 6,556 0.04% Shares
ALLIANCEBERNSTEIN L.P. $263,387 6,362 0.03% Shares
Cubist Systematic Strategies, LLC $248,892 3,630 0.03% Shares
BOSTON FINANCIAL MANGEMENT LLC $248,141 4,320 0.03% Shares
NATIONAL BANK OF CANADA /FI/ $211,524 5,575 0.03% Shares
MILLENNIUM MANAGEMENT LLC $206,210 4,846 0.03% Shares
Waverly Advisors, LLC $201,696 4,728 0.03% Shares
BECKER CAPITAL MANAGEMENT INC $201,569 4,725 0.03% Shares
Farther Finance Advisors, LLC $128,065 3,002 0.02% Shares
CIBC Private Wealth Group LLC $121,433 1,773 0.02% Shares
Northwest & Ethical Investments L.P. $109,142 2,564 0.01% Shares
LANARK FINANCIAL, INC. $108,463 2,542 0.01% Shares
MORGAN STANLEY $103,323 2,422 0.01% Shares
Strategic Wealth Partners, Ltd. $101,915 2,389 0.01% Shares
Point72 Asia (Singapore) Pte. Ltd. $95,992 1,400 0.01% Shares
TD Waterhouse Canada Inc. $88,611 2,069 0.01% Shares
SIGNATUREFD, LLC $64,886 1,521 0.01% Shares
Moerus Capital Management LLC $50,637 1,187 0.01% Shares
WELLS FARGO & COMPANY/MN $49,867 1,172 0.01% Shares
BNP PARIBAS FINANCIAL MARKETS $38,821 910 0.01% Shares
DEUTSCHE BANK AG\ $31,398 736 0.00% Shares
CITIGROUP INC $24,623 578 0.00% Shares
Russell Investments Group, Ltd. $23,132 543 0.00% Shares
Rockefeller Capital Management L.P. $22,823 535 0.00% Shares
Allworth Financial LP $18,515 434 0.00% Shares
Purpose Unlimited Inc. $17,430 409 0.00% Shares
Cassaday & Co Wealth Management LLC $13,225 310 0.00% Shares
UBS Group AG $10,964 257 0.00% Shares
PNC Financial Services Group, Inc. $9,897 232 0.00% Shares
Global Retirement Partners, LLC $9,172 215 0.00% Shares
EverSource Wealth Advisors, LLC $9,044 212 0.00% Shares
Cornerstone Financial Management LLC $8,020 188 0.00% Shares
MERCER GLOBAL ADVISORS INC /ADV $6,740 158 0.00% Shares
Parallel Advisors, LLC $6,656 156 0.00% Shares
HARBOUR INVESTMENTS, INC. $6,399 150 0.00% Shares
Integrated Wealth Concepts LLC $5,172 121 0.00% Shares
Sterling Capital Management LLC $4,991 117 0.00% Shares
OSAIC HOLDINGS, INC. $4,858 113 0.00% Shares
CWM, LLC $4,388 106 0.00% Shares
TORONTO DOMINION BANK $3,807 89 0.00% Shares
ROYAL BANK OF CANADA $3,000 76 0.00% Shares
Kathleen S. Wright Associates Inc. $2,671 39 0.00% Shares
Steward Partners Investment Advisory, LLC $2,560 60 0.00% Shares
LOUISBOURG INVESTMENTS INC. $2,297 54 0.00% Shares
Sagard Holdings Management Inc. $1,302 19 0.00% Shares
Financial Perspectives, Inc $1,280 30 0.00% Shares
GRAYHAWK INVESTMENT STRATEGIES INC. $993 19 0.00% Shares
Investment Research & Advisory Group, Inc. $939 22 0.00% Shares
Heritage Wealth Advisors $811 19 0.00% 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 … 0.05% 3,936 SH Aug. 8, 2026 Daily
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0.03% 97,109 SH Aug. 8, 2026 Daily
DXIV · Dimensional ETF Trust 0.02% 600 NS April 30, 2026 N-PORT
ISCF · iShares Trust 0.01% 1,604 SH Aug. 8, 2026 Daily
WSML · iShares Trust 0.01% 1,198 SH Aug. 8, 2026 Daily
IDEV · iShares Trust 0.01% 55,002 SH Aug. 8, 2026 Daily
DFSI · Dimensional ETF Trust 0.01% 1,718 NS April 30, 2026 N-PORT
DFIV · Dimensional ETF Trust 0.00% 13,643 NS April 30, 2026 N-PORT
IXUS · iShares Trust 0.00% 27,010 SH Aug. 8, 2026 Daily
DFIC · Dimensional ETF Trust 0.00% 2,557 NS April 30, 2026 N-PORT
DFAX · Dimensional ETF Trust 0.00% 1,811 NS April 30, 2026 N-PORT
VXUS · VANGUARD STAR FUNDS 0.00% 390,860 SH Aug. 8, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 24,849 SH Aug. 8, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.00% 258,620 SH Aug. 8, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.00% 5,693 SH Aug. 8, 2026 Daily