Brookfield Wealth Solutions Ltd. (BNT) Stock Price & Analysis
Brookfield Wealth Solutions Ltd. (BNT) — MoonshotScore 38/100 (Weak band), calculated Oct 5, 2026. Price $36.82 (-0.27%), as of the Oct 5, 2026 trading session; market cap $12.3B. Expected results Nov 12, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 0.93× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Nov 12, 2026
Brookfield Wealth Solutions Ltd. · BNT · NYSE · Financial Services · Insurance - Diversified
Research dated 2026-09-13: Brookfield Wealth Solutions is not a conventional wealth manager: it supplies capital-based insurance solutions, led by annuity reinsurance, while also carrying property and casualty and life operations. The case rests on whether the latest return to operating profit and positive cash generation can endure as liquid balances retreat and the liability base remains large.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Brookfield Wealth Solutions (BNT)
WeakWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A fragile balance sheet and stalling growth, and the price trend has turned against it. Business Quality: n/a; Financial Safety: Fragile; Valuation: n/a; Growth Durability: Shrinking; Momentum: Falling.
- quarterly revenue $4.11B (Q2 FY2026, quarter ended Jun 2026)
- Altman Z 0.21 · Piotroski F 5
- ROE 2.9% · ROA 0.3% · current ratio 0.35 · earnings yield 4.0% · free-cash-flow yield 20.4%
Holding back: balance-sheet strain, soft growth, weak price trend
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 37 | Weak | |
| 38 | Weak | |
| 38 | Weak | |
| 37 | Weak | |
| 37 | Weak | |
| 38 | Weak |
The score was 38 in the stored Oct 4, 2026 snapshot and remains 38 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability +2 and Momentum -2; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $36.82 | |
| Change on the day | -0.27% | |
| 52-week range | $35.73 – $49.86 | |
| Market capitalisation | $12.3B | |
| Price / earnings (trailing) | 103.86 | |
| Shares traded on the day | 8.3K | |
| Beta (volatility vs the S&P 500) | 1.55 | |
| Dividends per share (last 12 months) | $0.27 | |
| Dividend yield (last 12 months) | 0.73% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results
- · Earnings results
- · Earnings results
- · Earnings results
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextOther perspectives
Council score for Brookfield Wealth Solutions (BNT): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
3-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 1, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the BNT film — every key number, told as a short cinematic story
~2 min · open the film
What is Brookfield Wealth Solutions (BNT), and what does it report?
Short answer · as of
Brookfield Wealth Solutions provides insurers with capital-based solutions, including fixed-index and payout annuity reinsurance.
Research dated 2026-09-13.
Brookfield Wealth Solutions provides insurers with capital-based solutions, including fixed-index and payout annuity reinsurance. Its described offering is insurance capacity rather than a conventional advisory fee stream.
Reported revenue combines annuities, property and casualty, life insurance, and corporate activities. Corporate revenue can include investment income from temporarily warehoused assets, so the top line does not measure annuity demand alone.
What do the latest results show for Brookfield Wealth Solutions (BNT)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $4.11B.
Research dated 2026-09-13.
The latest period reversed the preceding loss: revenue rebounded, operating income returned, and the company reported positive net income and earnings per share. Operating cash flow also strengthened.
The broader record remains uneven. Annual revenue and net income stepped down from their prior highs, while quarterly profits have alternated between substantial gains and losses.
That volatility must be read through the reporting mix. Insurance operations and corporate investment income enter the same total, making headline revenue an incomplete proxy for underlying annuity activity.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $4.11B Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $179.33M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $4.11B | Not available | Not available | $179.33M |
| Mar 31, 2026 | $1.63B | Not available | Not available | −$633.11M |
| Dec 31, 2025 | $3.10B | Not available | Not available | −$28.43M |
| Sep 30, 2025 | $3.11B | Not available | Not available | $757.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $4.11B Aug 13, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 13, 2026 | $4.11B | Not available | $0.0700 | Not available |
| May 14, 2026 | $1.54B | Not available | −$2.2500 | Not available |
| Feb 12, 2026 | $3.10B | Not available | $0.0600 | Not available |
| Nov 13, 2025 | $3.11B | Not available | $0.0600 | Not available |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $4.11B | $139M | $0.40 (diluted) |
| Q1 FY2026 | $1.63B | -$601M | -$2.25 (diluted) |
| Q4 FY2025 | $3.10B | $8M | $0.01 (diluted) |
| Q3 FY2025 | $3.11B | $583M | $1.91 (diluted) |
What are the financial strengths and risks for Brookfield Wealth Solutions (BNT)?
Short answer
Cash and short-term investments were $13.21B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $1.26B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Liquidity has distinct layers. Cash and short-term investments exceed reported debt, but long-term investments comprise most of the combined cash and investment pool and sit beside a much larger liability base.
Operating cash flow stayed positive throughout the reported sequence, with capital spending modest by comparison. Yet cash and short-term investments have fallen materially from their recent high, reducing the most liquid cushion even as the broader investment portfolio remains substantial.
Low short-term liquidity ratios, a weak distress screen, and sharply fluctuating quarterly earnings reinforce the need to follow liquid assets and liabilities alongside reported profit. Sustained losses or deterioration in the investment pool would constrain financial flexibility.
Data-derived red flags
- Financial-distress signal — its Altman Z-Score of 0.21 sits in the distress zone (elevated bankruptcy risk).
- Rich valuation — a P/E of 103.86 runs well above the Financial Services sector’s ~17.20x, leaving little room for a miss.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $1.26B Jun 30, 2026
- Previous quarter · operating cash flow
- $491.00M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $1.26B | −$20.00M |
| Mar 31, 2026 | $491.00M | −$12.00M |
| Dec 31, 2025 | $1.13B | −$23.00M |
| Sep 30, 2025 | $448.00M | −$16.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Brookfield Wealth Solutions (BNT)?
Short answer · as of
The next earnings report is expected on Nov 12, 2026.
Research dated 2026-09-13.
At the next earnings release, watch whether operating and net income remain positive after the recent losses, and whether operating cash flow continues to support that recovery.
The cash and short-term investment balance deserves equal attention after its extended decline. Changes in the investment pool relative to liabilities will show more about financial resilience than revenue alone.
Segment composition will determine the quality of any improvement. Progress led by recurring annuity, life, or property and casualty operations carries a different implication from corporate investment income on temporarily warehoused assets; dividend continuity should also be considered alongside operating cash generation.
What the records here don't tell us
- No forward revenue or earnings estimate is on file.
Checked against the records this page reads, on the dates shown above.
How does Brookfield Wealth Solutions compare with its peers?
Short answer
Brookfield Wealth Solutions's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
An annuity-only comparison captures only part of Brookfield Wealth Solutions. The company combines retail and institutional annuities with property and casualty insurance, life insurance, and corporate investment income, producing a broader and more investment-intensive reporting profile.
The disclosed institutional ownership profile is concentrated at the top: Partners Value holds by far the largest position among the named institutions, and Brookfield Corp also appears on the list. Overall institutional ownership declined even as the number of reporting holders increased.
| Company | Price | Market value | Score |
|---|---|---|---|
| $366.81 Oct 5, 2026 | $14.5B | 92 5-pillar Oct 5, 2026 | |
| $15.10 Oct 5, 2026 | $32.1B | 92 5-pillar Oct 5, 2026 | |
| $126.21 Oct 5, 2026 | $34.6B | 89 5-pillar Oct 5, 2026 | |
| $37.79 Oct 5, 2026 | $9.20B | 84 5-pillar Oct 5, 2026 | |
| $25.15 Oct 5, 2026 | $15.3B | 76 5-pillar Oct 5, 2026 | |
| $17.58 Oct 5, 2026 | $13.7B | 75 5-pillar Oct 5, 2026 | |
| $50.80 Oct 5, 2026 | $46.0B | 68 5-pillar Oct 5, 2026 | |
| $39.00 Oct 5, 2026 | $10.5B | 64 5-pillar Oct 5, 2026 | |
| $112.00 Oct 5, 2026 | $24.0B | 57 5-pillar Oct 5, 2026 | |
| $8.49 Oct 5, 2026 | $12.8B | 56 5-pillar Oct 5, 2026 | |
| $52.64 Oct 2, 2026 | $14.4B | 55 5-pillar Oct 5, 2026 | |
| $39.42 Oct 5, 2026 | $19.9B | 54 5-pillar Oct 5, 2026 | |
| Brookfield Wealth Solutions (BNT) — this page | $36.82 | $12.3B | 38 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Insider activity
Form 4 records via FMP · Most recent available transactions
- Transactions
- 12
- Identified insiders
- 2
- Purchases
- 0
- Sales
- 0
- Other transactions
- 12
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 5.4% Period end Jun 30, 2026
- Previous quarter · ownership
- 7.1% Prior to period end Jun 30, 2026
- Reporting holders
- 115 Period end Jun 30, 2026
- Previous quarter · holders
- 112 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Partners Value Investments L.P. | 12,320,344 |
| Brookfield Corp /On/ | 1,355,764 |
| Royal Bank Of Canada | 859,918 |
| Vanguard Capital Management LLC | 777,219 |
| Bank Of Nova Scotia | 750,004 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Brookfield Wealth Solutions (BNT)?
Common Questions About BNT (Financial Services)
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last question is answered from this page's own dated data, not from the research.
What does Brookfield Wealth Solutions actually sell to insurers?
It provides capital-based solutions centered on annuity reinsurance, including fixed-index and payout annuities. The platform also encompasses life and property and casualty insurance operations.
Why does Brookfield Wealth Solutions revenue not track annuity demand cleanly?
Reported revenue includes several insurance segments as well as corporate investment income from temporarily warehoused assets. A top-line change can therefore reflect more than annuity activity.
How should Brookfield Wealth Solutions cash be read beside its investment portfolio?
Cash and short-term investments form the liquid layer and currently exceed debt, while long-term investments account for most of the broader pool. That pool must be considered beside the company’s substantial insurance liabilities.
Has Brookfield Wealth Solutions kept its dividend payment unchanged?
Recent distributions have continued, but the amount per share has varied. Another payment is scheduled, so continuity and payment stability remain separate observations.
What is the BNT stock price today?
The last price recorded on this page for Brookfield Wealth Solutions Ltd. (BNT) is $36.82, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (62 figures)
The 62 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | Ideation House, 1ST Floor, 94 Pitts BAY Road, Pembroke, D0, HM08 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "Ideation House, Pembroke, PE, HM08, BM". |
FMP — 53 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 12, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $36.82 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:44:51.987Z. | |
px.change | Change on the day | -0.27% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $12.3B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T20:00:02.000Z. Captured from FMP at 2026-10-05T21:44:51.010Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.10 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $4.11B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 103.86 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 8.3K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.55 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Sachin G. Shah | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 4,000 | FMP | Financial Modeling Prep (FMP) company profile | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $1.03B, net result −$112.00M; FY2022 revenue $4.37B, net result $499.00M; FY2023 revenue $6.95B, net result $796.00M; FY2024 revenue $14.34B, net result $1.21B; FY2025 revenue $11.84B, net result $779.41M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.gross_margin | Gross margin (trailing twelve months) | 48.1% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $4.11B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $179.33M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $1.63B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | −$633.11M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $3.10B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | −$28.43M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $3.11B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $757.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-13.revenue_actual | Revenue · reported — report date 2026-08-13 | $4.11B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-13.eps_actual | EPS · reported — report date 2026-08-13 | $0.0700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-14.revenue_actual | Revenue · reported — report date 2026-05-14 | $1.54B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-14.eps_actual | EPS · reported — report date 2026-05-14 | −$2.2500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-12.revenue_actual | Revenue · reported — report date 2026-02-12 | $3.10B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-12.eps_actual | EPS · reported — report date 2026-02-12 | $0.0600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-13.revenue_actual | Revenue · reported — report date 2025-11-13 | $3.11B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-13.eps_actual | EPS · reported — report date 2025-11-13 | $0.0600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $13.21B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $1.26B | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $157.11B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $9.62B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 0.76× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $1.26B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $491.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$20.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$12.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $1.13B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$23.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $448.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$16.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
own.insiders | Insider transactions via FMP | 12 transactions · 0 purchases, 0 sales, 12 other transactions · 2 identified insiders · most recent available transactions | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 5.4% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 7.1% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 115 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 112 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Partners Value Investments L.P. — shares in provider snapshot | 12,320,344 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Brookfield Corp /On/ — shares in provider snapshot | 1,355,764 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Royal Bank Of Canada — shares in provider snapshot | 859,918 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 777,219 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Bank Of Nova Scotia — shares in provider snapshot | 750,004 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.scores | Distress and quality screens | Altman Z 0.21 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 2.9% · ROA 0.3% · current ratio 0.35 · earnings yield 4.0% · free-cash-flow yield 20.4% | — | UNRECORDED | Stored key metrics — Date unknown |
px.range52 | 52-week range | $35.73 – $49.86 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 0.93× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $13.21B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.27 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 0.73% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 38 of 100 · Weak · pillars n/a / 9 / n/a / 4 / 8 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 38 (stored snapshot Oct 4, 2026) → 38 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-13. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-13.revenue_actual,earn.history.depth.2026-08-13.eps_actual,earn.history.depth.2026-05-14.revenue_actual,earn.history.depth.2026-05-14.eps_actual,earn.history.depth.2026-02-12.revenue_actual,earn.history.depth.2026-02-12.eps_actual,earn.history.depth.2025-11-13.revenue_actual,earn.history.depth.2025-11-13.eps_actual. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | Brookfield Wealth Solutions Ltd. | 2026-09-13 | OFFICIAL | SEC EDGAR filer record |
| Business description | Brookfield Wealth Solutions Ltd. engages in the provision of capital-based solutions to insurance companies. It offers annuity-based reinsurance products such as fixed index and payout annuities. It operates through the following business segments: Annuities, Property and Casualty, Life Insurance, and Corporate and Other. The Annuities segment includes both retail and institutional annuities, and is operated primarily through subsidiaries of ANGI as well as BAC and NER Ltd. The Property and Casualty segment refers to a subsidiary of ANGI and Argo. The Life Insurance segment focuses on the subsidiaries of ANGI. The Corporate and Other segment performs various corporate functions that support core insurance operations and primarily includes investment income from temporarily warehoused investments. The company was founded on December 10, 2020 and is headquartered in Pembroke, Bermuda. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $9.62B; Liquidity basis: cash and short-term investments; Total liabilities: $180.75B; Cash and short-term investments: $13.21B; Cash and investments: $170.32B; Long-term investments: $157.11B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Sector / industry (provider taxonomy) | Financial Services / Insurance - Diversified The company's SEC filings classify it under SIC 6399 — Insurance Carriers, NEC. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-13 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $170.32B; Cash and short-term investments: $13.21B; Long-term investments: $157.11B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Trailing twelve-month ratio set | Quick ratio: 0.36; Current ratio: 0.36; Debt to equity: 0.56; Net margin: 1.1%; Gross margin: 28.7%; Operating margin: 55.4%; Return on assets: 0.1%; Return on equity: 0.7% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 0.21; Piotroski F-score: 5 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-11-12 The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Next scheduled dividend | Ex date: 2026-09-14; Record date: 2026-09-14; Payment date: 2026-09-29; Amount per share: $0.07 Amount is per share as declared, before any withholding. Owning the share before the ex-date is what carries entitlement. | 2026-09-14 | FMP | Financial Modeling Prep (FMP) dividend calendar |
| Institutional ownership (13F) | Holders: 115; Quarter: 2026-06-30; Ownership: 5.4%; Holders previous quarter: 112; Ownership previous quarter: 7.1 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| Largest 5 institutional holders | Captured record · 5 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-06-15 | FMP | Financial Modeling Prep (FMP) dividend history |
Data provided for informational purposes only.