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Brookfield Wealth Solutions Ltd. (BNT)

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Upturn Advisory Summary
12/18/2025: BNT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit 9% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.47B USD | Price to earnings Ratio 8.72 | 1Y Target Price - |
Price to earnings Ratio 8.72 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.78 | 52 Weeks Range 41.37 - 62.51 | Updated Date 06/22/2025 |
52 Weeks Range 41.37 - 62.51 | Updated Date 06/22/2025 | ||
Dividends yield (FY) 0.59% | Basic EPS (TTM) 6.97 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.61% | Operating Margin (TTM) 5.67% |
Management Effectiveness
Return on Assets (TTM) 0.9% | Return on Equity (TTM) 11.38% |
Valuation
Trailing PE 8.72 | Forward PE - | Enterprise Value 2574217238 | Price to Sales(TTM) 0.74 |
Enterprise Value 2574217238 | Price to Sales(TTM) 0.74 | ||
Enterprise Value to Revenue 0.18 | Enterprise Value to EBITDA - | Shares Outstanding 43416700 | Shares Floating 26640340 |
Shares Outstanding 43416700 | Shares Floating 26640340 | ||
Percent Insiders 21.01 | Percent Institutions 15.61 |
Upturn AI SWOT
Brookfield Wealth Solutions Ltd.
Company Overview
History and Background
Brookfield Wealth Solutions Ltd. is not a publicly traded US stock. It appears to be an entity associated with Brookfield Asset Management, a global alternative asset manager. Information on a specific 'Brookfield Wealth Solutions Ltd.' as a standalone US stock is not readily available. Brookfield Asset Management was founded in 2005 as a spin-off from Brascan Corporation. Significant milestones for Brookfield Asset Management include its growth into a leading global alternative asset manager with a diversified portfolio across real estate, infrastructure, renewable power, and private equity.
Core Business Areas
- Asset Management: Brookfield Asset Management (the parent entity) manages capital on behalf of its clients and invests it across various asset classes. This includes real estate, infrastructure, renewable power, and private equity. They offer a range of investment funds and solutions tailored to institutional and retail investors.
- Financial Services: This likely encompasses wealth management, investment advisory, and other financial services offered through various Brookfield subsidiaries. These services aim to help clients preserve and grow their wealth.
Leadership and Structure
Brookfield Asset Management has a robust leadership team, typically headed by a CEO and a board of directors. The organizational structure is generally segmented by business lines (e.g., Real Estate, Infrastructure, Renewable Power, Private Equity, Asset Management) and geographies. Specific leadership details for 'Brookfield Wealth Solutions Ltd.' as a distinct entity are not publicly available.
Top Products and Market Share
Key Offerings
- Description: Invests in a diversified portfolio of global infrastructure assets. Market share data for individual funds is not typically disclosed in a way that can be directly compared to competitors. Competitors include other global infrastructure fund managers like Macquarie Asset Management, Global Infrastructure Partners, and KKR Infrastructure.
- Product Name 1: Brookfield Global Infrastructure Fund
- Description: Offers access to Brookfield's extensive real estate portfolio. Market share for specific REIT offerings is difficult to pinpoint. Competitors include major real estate investment firms and publicly traded REITs such as Prologis, Simon Property Group, and Blackstone Real Estate.
- Product Name 2: Brookfield Real Estate Investment Trusts (REITs)
- Description: Focuses on acquiring and managing private companies. Market share for private equity funds is measured by Assets Under Management (AUM). Competitors include firms like KKR, Carlyle Group, and Apollo Global Management.
- Product Name 3: Brookfield Private Equity Funds
Market Dynamics
Industry Overview
The asset management and wealth management industries are highly competitive, characterized by a growing demand for alternative investments, passive investing strategies, and personalized financial advice. Regulatory changes, technological advancements, and global economic conditions significantly influence the market.
Positioning
Brookfield is a leading global alternative asset manager, known for its scale, operational expertise, and long-term investment horizon. Its competitive advantages lie in its diversified portfolio, strong track record, and ability to execute complex transactions.
Total Addressable Market (TAM)
The global asset management market is valued in the trillions of dollars. Brookfield Asset Management, as a major player, aims to capture a significant portion of this TAM through its diversified product offerings and global reach. Its positioning is strong within the alternative investments segment.
Upturn SWOT Analysis
Strengths
- Global scale and diversified asset base
- Strong track record and reputation
- Operational expertise across various sectors
- Access to significant capital
Weaknesses
- Complexity of its diverse operations
- Potential for regulatory scrutiny given its size
- Reliance on institutional investor capital
Opportunities
- Growing demand for alternative investments
- Expansion into emerging markets
- Technological advancements in financial services
- ESG (Environmental, Social, and Governance) investing trends
Threats
- Economic downturns and market volatility
- Increased competition
- Changes in regulatory landscape
- Interest rate fluctuations
Competitors and Market Share
Key Competitors
- Blackstone Inc. (BX)
- KKR & Co. Inc. (KKR)
- Apollo Global Management, Inc. (APO)
- Carlyle Group Inc. (CG)
Competitive Landscape
Brookfield's competitive advantage lies in its diversified real assets focus and operational intensity, which differentiates it from more traditional private equity or investment banking firms. However, it faces intense competition from other large alternative asset managers who also have significant capital and expertise.
Growth Trajectory and Initiatives
Historical Growth: Brookfield Asset Management has demonstrated consistent historical growth driven by strategic acquisitions, organic expansion, and increasing AUM. Its diversified business model has allowed it to perform well across different market cycles.
Future Projections: Analyst projections for Brookfield Asset Management generally indicate continued growth in AUM and earnings, driven by its strategic initiatives and the favorable outlook for alternative investments.
Recent Initiatives: Recent initiatives for Brookfield Asset Management often include new fund launches, strategic partnerships, expansion into new geographies, and investments in sustainable and renewable energy sectors.
Summary
Brookfield Asset Management is a strong, diversified global alternative asset manager with a proven track record and extensive operational expertise. Its scale, access to capital, and focus on real assets provide significant competitive advantages. Continued growth is expected from the increasing demand for alternative investments. However, the company must navigate economic volatility, increasing competition, and potential regulatory changes.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Brookfield Asset Management Investor Relations
- Financial news and analysis websites (e.g., Bloomberg, Reuters, Wall Street Journal)
- Industry reports on asset management and alternative investments
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Brookfield Wealth Solutions Ltd. is not a publicly traded US stock, and this analysis pertains to its parent entity, Brookfield Asset Management (BAM). Market share data is indicative and may vary depending on the specific segment and methodology. Investing in financial markets carries inherent risks.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Brookfield Wealth Solutions Ltd.
Exchange NYSE | Headquaters - | ||
IPO Launch date 2021-06-28 | CEO, Head of Insurance Solutions Business & Director Mr. Sachin G. Shah CPA | ||
Sector Financial Services | Industry Insurance - Diversified | Full time employees - | Website https://bnt.brookfield.com |
Full time employees - | Website https://bnt.brookfield.com | ||
Brookfield Wealth Solutions Ltd., through its subsidiaries, provides retirement services, wealth protection products, and capital solutions to individuals and institutions. It operates through Annuities, Property and Casualty (P&C), Life Insurance segments. The Annuities segment offers retail and institutional annuities, including fixed index, fixed rate, single premium immediate, and variable annuities, as well as pension risk transfer. The P&C segment provides specialty casualty, construction defect, general liability, commercial multi-peril, workers compensation, product and environmental liability, and auto liability. The Life Insurance segment offers whole life, universal life, and variable universal life insurance products. The company was formerly known as Brookfield Reinsurance Ltd. and changed its name to Brookfield Wealth Solutions Ltd. in September 2024. Brookfield Wealth Solutions Ltd. was incorporated in 2020 and is headquartered in Pembroke, Bermuda.

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