Brookfield Wealth Solutions Ltd. Class A

Brookfield Wealth Solutions Ltd. Class A

53.70
CAD
+1.03
(+1.96%)
0.91EPS
93.48P/E
17.97BMarket Cap
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
9.52
22.6
30.41
43.87
106.76
53.43
71.29
41.86
42.74
Basic EPS, GAAP
-0.03
0.36
0.06
-4.76
10.53
5.23
5.51
2.81
0.46
Free Cash Flow per Basic Share
8.85
18.28
23.51
71.65
15.15
10.54
22.52
9.33
11.86
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
- -
3.87
4.91
60.95
40.97
46.18
60.79
64.49
58.9
Tangible Book Value per Share
- -
3.87
4.91
60.82
36.74
43.44
48.49
55.66
48.77
Basic Weighted Avg Shares
17
17
17
24
41
130
201
273
274
Sales/Revenue/Turnover
161
382
514
1,033
4,370
6,953
14,337
11,416
11,727
Operating Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
- -
- -
- -
- -
13
50
206
218
216
Net Income, GAAP
-1
6
1
-112
499
796
1,214
766
125
Effective Tax Rate (%)
- -
- -
50
- -
5.83
2.09
- -
10.75
35.06
Profit Margin (%)
-0.32
1.57
0.19
-10.84
11.42
11.45
8.47
6.71
1.07
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
LT Debt
- -
- -
1
693
1,993
2,467
3,535
4,778
6,963
Total Equity
- -
65
83
1,435
4,265
8,849
13,076
17,917
17,851
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
1.33
- -
11.67
10.06
- -
4.89
1.58
Return on Common Equity (%)
- -
- -
1.35
-14.76
27.7
17.69
12.16
5.14
0.77

Capital Structure

USD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
912
747
2,873
LT Borrowings
4,778
4,944
6,963
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
273
273
297
Market Capitalization
12,559
11,324
12,664

Working Capital

USD

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
25,932
22,904
26,602
Accounts Receivable, Net
972
1,002
1,083
Inventories
- -
- -
- -
Total Current Liabilities
- -
- -
- -
Payables & Accruals
819
849
949
ST Debt
912
747
2,873
Deferred Revenue
- -
- -
- -

Growth Rates

USD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
403.68%
37.02%
Free Cash Flow
- -
113.77%
-43.81%
Net Income, GAAP
- -
-2,354.08%
-36.9%
Sales/Revenue/Turnover
- -
113.79%
-20.37%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
2,529
2,915
2,969
5,981
14,337
2025
2,418
2,906
2,926
2,835
11,416
2026
1,517
4,449
- -
- -
- -

Quarterly Earnings Per Share

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
2.39
1.52
0.19
2.69
5.51
2025
-1.62
2.44
2.35
0.03
2.81
2026
-2.23
0.47
- -
- -
- -

Quarterly Dividends Per Share

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

CEO
Sachin G. Shah
Full Time Employees
4,000
Sector
Finance
Industry
Multi-line insurance
Address
Ideation House Pembroke PE Bermuda HM08
IPO Date
Jun 28, 2021
Business
Brookfield Wealth Solutions Ltd. is a global investment-led financial services firm focused on providing wealth management, retirement and capital solutions to individuals, institutions and insurers. Based in Frankfurt am Main with headquarters in Canada, the company operates as Brookfield Wealth Solutions Ltd. and serves clients through its operating subsidiaries across multiple jurisdictions. Main Products and Services: retirement services; retail, pension and funding agreement annuities; institutional annuities; pension risk transfer solutions; life insurance products including whole life, universal life and variable universal life; wealth protection products; property and casualty insurance and reinsurance offerings; capital solutions for insurers and institutional clients; risk management and advisory services; asset-liability management and sophisticated insurance-linked investment products; tailored investment strategies; distribution and advisory services for defined contribution plans; reinsurance and related services; bespoke capital solutions across life, annuity and P&C lines; risk transfer financing structures; and digital platforms and client-facing interfaces for policy administration and investment access. Latest Major Company Changes: completes strategic expansion through international growth initiatives, including the acquisition of Just Group plc with closing anticipated in the first half of 2026; launches and expands Japan-based reinsurance arrangements; reports annual and quarterly results highlighting increased earnings and growth in annuity sales across retail, pension and funding agreement channels; broadening product lineup with enhanced risk-transfer and capital solutions; expands geographic footprint into U.K. and additional European markets; reorganizations and name change from Brookfield Reinsurance Ltd. to Brookfield Wealth Solutions Ltd. in 2024 to reflect broadened service scope; strengthens partnerships with insurance regulators and distribution partners to accelerate market access and product adoption. Additional Context: industry—insurance and wealth solutions; business segments—Direct Insurance, Reinsurance, Pension Risk Transfer, Annuities, Life Insurance, Property and Casualty; target markets—individuals seeking retirement income, institutions requiring pension risk transfer, corporate clients needing risk protection, and insurers seeking capital solutions; geographic operations—North America, Europe, Asia-Pacific with regulatory licenses and partnerships across multiple countries; subsidiaries and parent relationships—part of Brookfield Corporation’s Wealth Solutions division, with subsidiary and licensed entities such as Blumont Annuity Company UK Ltd and other regional units; founders and headquarters—formed within Brookfield ecosystem, headquarters in Canada with significant operations in Germany and other regions.

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