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NYSE · Financials

Brookfield Wealth Solutions Ltd. (BNT)

As-reported financials and SEC filings for Brookfield Wealth Solutions Ltd. The latest annual period is FY2025. The latest reported quarter is Q2 FY2025. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Brookfield Wealth Solutions Ltd.

Brookfield Wealth Solutions Ltd. is a holding company based in Bermuda. It owns interests in operating subsidiaries but does not directly own any real property. The company manages its assets through these subsidiaries.

Snapshot

Revenue
$11.63B
Revenue growth (YoY)
-17.5%
Net income
$863.0M
Diluted EPS
Gross margin
Operating margin
Net margin
7.4%
FCF margin
21.9%
ROE
4.8%
net income / fiscal-year-end equity
P/E
50.3×
trailing when available, otherwise FY EPS
Market cap
$11.59B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Brookfield Wealth Solutions

  • Revenue fell 17.5% to $11.6B in FY2025, slower than the 104.0% the year before.
  • Most recent quarter Q2 FY2025: revenue $3.0B, up 4.7% from Q2 FY2024.
  • Free cash flow was $2.5B in FY2025, 21.9% of revenue.
  • Net income fell 30.8% to $863M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Brookfield Wealth Solutions’s fundamentals sit among the 425 Financials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Net margin7.4%
32nd percentile of 377
FCF margin21.9%
56th percentile of 272
Revenue growth (YoY)-17.5%
8th percentile of 420
ROE4.8%
29th percentile of 375
P/E50.3×
93rd percentile of 318
Short interest9.24d
93rd percentile of 420

Brookfield Wealth Solutions’s P/E of 50.3 ranks in the 93rd percentile of the 318 peers with a meaningful P/E. Brookfield Wealth Solutions’s revenue growth of -17.5% ranks in the 8th percentile of the 420 Financials companies reporting it.

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
121.0K
settled 2026-08-14
Change vs prior
-0.1%
vs previous settlement
Days to cover
9.24
at avg daily volume
Avg daily volume
13.1K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-14121.0K-0.1%9.24
2026-07-31121.1K-54.8%4.77
2026-07-15267.9K+5.7%13.62
2026-06-30253.4K-29.8%7.59
2026-06-15361.2K-10.3%15.90
2026-05-29402.8K+1.3%18.09
2026-05-15397.7K+19.3%22.82
2026-04-30333.4K-18.2%10.70

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$11.63B$14.10B$6.91B$4.41B$1.04B
Gross profit
Operating income
Net income$863.0M$1.25B$797.0M$501.0M$-112.0M
Diluted EPS

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$13.01B$12.24B$4.31B$2.15B$393.0M
Current assets
Total assets$157.18B$139.95B$61.64B$43.46B$11.58B
Current liabilities
Long-term debt
Total liabilities$139.26B$126.88B$52.79B$39.19B$10.23B
Total equity$17.92B$13.08B$6.16B$1.69B$1.34B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$2.61B$4.57B$1.51B$644.0M$1.69B
Capital expenditure$69.0M$40.0M$135.0M$24.0M$1.0M
Free cash flow$2.54B$4.53B$1.37B$620.0M$1.69B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2025$3.04B4.7%$516.0M
Q1 FY2025$-282.0M
Q2 FY2024$2.90B47.0%$269.0M
Q1 FY2024$337.0M
Q2 FY2023$1.97B54.2%$360.0M
Q1 FY2023$-93.0M
Q2 FY2022$1.28B$25.0M
Q1 FY2022$156.0M

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorFinancials
SIC industryInsurance Carriers, NEC
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2025 (ended June 30, 2025)
Oldest indexed filing2020
SEC CIK1837429

Selected SEC filings

20-F2026-03-26
View on EDGAR →
20-F2025-03-27
View on EDGAR →
6-K2026-08-14
View on EDGAR →
6-K2026-08-13
View on EDGAR →
6-K2026-07-17
View on EDGAR →
6-K2026-06-05
View on EDGAR →

Largest Financials peers

All Financials companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.