- ISIN
- BMG174341047
- Sector
- Financial Services
- Industry
- Insurance - Diversified
- IPO Date
- Jun 28, 2021
Highlights
- Market Cap
- $14.37B
- Enterprise Value
- $9.07B
- EPS (TTM)
- $2.42
- PE Ratio
- 17.86
- PEG Ratio
- 0.00
- Total Revenue (TTM)
- $10.75B
- Gross Profit (TTM)
- $4.66B
- EBITDA (TTM)
- $1.19B
- Year Range
- $40.06 - $49.86
- ROA (TTM)
- 0.33%
- ROE (TTM)
- 2.96%
- Avg. Volume (1M)
- 23K
- Avg. Volume Value (1M)
- $993.40K
Share Price Chart
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Performance
BNT Performance Chart
Brookfield Wealth Solutions Ltd (BNT) is down 5.7% since the beginning of the year. At $43 per share, BNT is trading 13.4% below its 52-week high of $50. Investors who bought $1,000 worth of BNT shares 5 years ago would now be looking at an investment worth $1,440.
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Returns By Period
Brookfield Wealth Solutions Ltd (BNT) has returned -5.70% so far this year and -0.25% over the past 12 months.
Brookfield Wealth Solutions Ltd
- 1D
- 1.03%
- 1M
- -0.30%
- 6M
- -5.04%
- YTD
- -5.70%
- 1Y
- -0.25%
- 3Y*
- 24.49%
- 5Y*
- 7.57%
- 10Y*
- —
- ALL TIME*
- 7.90%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
BNT Monthly Returns History
Based on dividend-adjusted daily data since Jun 28, 2021, BNT's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.
Historically, 50% of months were positive and 50% were negative. The best month was Nov 2023 with a return of +20.5%, while the worst month was Dec 2022 at -23.6%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BNT closed higher 52% of trading days. The best single day was Jun 28, 2021 with a return of +17.2%, while the worst single day was Dec 12, 2022 at -9.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.70% | -2.67% | -6.62% | 9.01% | 1.00% | -6.26% | 1.24% | -5.70% | |||||
| 2025 | 6.62% | -5.54% | -9.63% | 2.84% | 7.90% | 6.86% | 8.34% | -1.64% | 4.18% | 0.90% | 1.93% | -2.02% | 20.72% |
| 2024 | -2.23% | 4.13% | 1.85% | -3.85% | 8.19% | -4.12% | 17.58% | 3.23% | 5.49% | -0.17% | 15.68% | -6.31% | 43.26% |
| 2023 | 18.66% | -10.02% | -1.05% | -1.46% | -5.57% | 10.56% | 2.75% | -1.41% | -8.07% | -7.18% | 20.47% | 14.94% | 30.12% |
| 2022 | -10.20% | -1.67% | 3.71% | -12.31% | 1.34% | -12.03% | 11.55% | -3.18% | -14.82% | -3.19% | 20.01% | -23.58% | -41.52% |
| 2021 | -1.85% | 4.19% | 12.73% | -8.87% | 10.96% | -6.99% | 9.47% | 18.69% |
Benchmark Metrics
Brookfield Wealth Solutions Ltd has an annualized alpha of -3.84%, beta of 1.35, and R2 of 0.49 versus S&P 500 Index. Calculated based on daily prices since June 28, 2021.
- This stock captured 162.35% of S&P 500 Index gains and 161.38% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.49 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -3.84%
- Beta
- 1.35
- R²
- 0.49
- Upside Capture
- 162.35%
- Downside Capture
- 161.38%
Return for Risk
Risk / Return Rank
BNT ranks 37 for risk / return — above 37% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Brookfield Wealth Solutions Ltd (BNT) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BNT | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.51 | ||
| Sortino ratioReturn per unit of downside risk | -1.92 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.25 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 2.00 | -2.14 |
| Martin ratioReturn relative to average drawdown | -0.30 | 8.49 | -8.79 |
Dividends
Dividend History
Brookfield Wealth Solutions Ltd provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.26 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.26 | $0.24 | $0.21 | $0.19 | $4.28 | $0.17 |
Dividend yield | 0.60% | 0.52% | 0.56% | 0.69% | 20.51% | 0.42% |
Monthly Dividends
The table displays the monthly dividend distributions for Brookfield Wealth Solutions Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.14 | |||||
| 2025 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.24 |
| 2024 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.21 |
| 2023 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.09 | $3.91 | $4.28 |
| 2021 | $0.09 | $0.00 | $0.00 | $0.09 | $0.17 |
Dividend Yield & Payout
Dividend Yield
Brookfield Wealth Solutions Ltd has a dividend yield of 0.60%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Brookfield Wealth Solutions Ltd has a payout ratio of 0.31%, which is below the market average. This means Brookfield Wealth Solutions Ltd returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Brookfield Wealth Solutions Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Brookfield Wealth Solutions Ltd was 47.07%, occurring on Mar 15, 2023. Recovery took 397 trading sessions.
The current Brookfield Wealth Solutions Ltd drawdown is 12.64%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-47.07%Mar 2023 | 1y 2mo | 1y 7mo | 2y 9moJan 2022 - Oct 2024 | — |
-27.64%Apr 2025 | 2mo 7d | 2mo 23d | 5moJan 2025 - Jun 2025 | 2025 selloff2025 |
-22.17%Jul 2021 | 20d | 1mo 9d | 1mo 29dJun 2021 - Aug 2021 | — |
-18.80%Mar 2026 | 2mo 22d | — | 6mo 27dJan 2026 - now | — |
-13.22%Sep 2021 | 21d | 1mo 2d | 1mo 23dAug 2021 - Oct 2021 | — |
Drawdown Indicators
| BNT | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.07% | -56.78% | +9.71% |
Max Drawdown (1Y)Largest decline over 1 year | -18.80% | -9.10% | -9.70% |
Max Drawdown (3Y)Largest decline over 3 years | -27.64% | -18.90% | -8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -47.07% | -25.43% | -21.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -12.64% | -1.58% | -11.06% |
Average DrawdownAverage peak-to-trough decline | -18.09% | -10.70% | -7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.79% | 2.14% | +6.65% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Brookfield Wealth Solutions Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Brookfield Wealth Solutions Ltd is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BNT, comparing it with other companies in the Insurance - Diversified industry. Currently, BNT has a P/E ratio of 17.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BNT compared to other companies in the Insurance - Diversified industry. BNT currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BNT relative to other companies in the Insurance - Diversified industry. Currently, BNT has a P/S ratio of 0.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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