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CRBG 
Corebridge Financial Inc. (CRBG)
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Upturn Advisory Summary
02/23/2026: CRBG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $37.54
1 Year Target Price $37.54
| 6 | Strong Buy |
| 5 | Buy |
| 2 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.96B USD | Price to earnings Ratio - | 1Y Target Price 37.54 |
Price to earnings Ratio - | 1Y Target Price 37.54 | ||
Volume (30-day avg) 14 | Beta 0.94 | 52 Weeks Range 23.16 - 36.03 | Updated Date 02/22/2026 |
52 Weeks Range 23.16 - 36.03 | Updated Date 02/22/2026 | ||
Dividends yield (FY) 3.19% | Basic EPS (TTM) -0.68 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-02-09 | When After Market | Estimate 1.11 | Actual 1.22 |
Profitability
Profit Margin -1.97% | Operating Margin (TTM) 15.12% |
Management Effectiveness
Return on Assets (TTM) 0.1% | Return on Equity (TTM) -2.97% |
Valuation
Trailing PE - | Forward PE 5.99 | Enterprise Value 28586534741 | Price to Sales(TTM) 0.8 |
Enterprise Value 28586534741 | Price to Sales(TTM) 0.8 | ||
Enterprise Value to Revenue 1.86 | Enterprise Value to EBITDA 2.61 | Shares Outstanding 481685891 | Shares Floating 270635218 |
Shares Outstanding 481685891 | Shares Floating 270635218 | ||
Percent Insiders 0.57 | Percent Institutions 108.47 |
Upturn AI SWOT
Corebridge Financial Inc.
Company Overview
History and Background
Corebridge Financial, Inc. was formed in 2022 through the separation of AIG's Life and Retirement business. It is a leading provider of retirement solutions and insurance products in the United States. The company operates as a public entity following its initial public offering (IPO) in September 2022. Its history is rooted in the established businesses of AIG, which have decades of experience in the financial services sector.
Core Business Areas
- Retirement: Offers a range of retirement savings and income solutions, including fixed annuities, variable annuities, and managed accounts, designed to help individuals plan for a secure retirement.
- Life Insurance: Provides term and permanent life insurance products to individuals and groups, offering financial protection and wealth transfer solutions.
- Institutional Markets: Serves institutional clients with a variety of products, including guaranteed retirement solutions, stable value products, and institutional annuities, often used by corporations and retirement plans.
- Investment Management: Through its subsidiaries, Corebridge offers investment management services and products, including mutual funds and other investment vehicles, for both retail and institutional clients.
Leadership and Structure
Corebridge Financial, Inc. is led by a management team with extensive experience in the insurance and financial services industries. Its organizational structure is designed to support its diverse business segments, with dedicated teams for each core area of operation. As a publicly traded company, it is overseen by a Board of Directors responsible for governance and strategic direction.
Top Products and Market Share
Key Offerings
- Fixed Annuities: Corebridge offers a variety of fixed annuity products that provide guaranteed interest rates and principal protection, appealing to risk-averse investors. Competitors include Prudential Financial (PRU), New York Life, and Allianz Life Insurance Company of North America.
- Variable Annuities: These products offer potential for growth through market participation, along with death benefit guarantees and optional riders for income and long-term care. Key competitors include Jackson Financial Inc. (JXN), Equitable Holdings (EQH), and MetLife (MET).
- Group Retirement: Corebridge provides retirement plan solutions for employers, including 401(k) and other qualified plans, offering investment options and administrative services. Competitors include Fidelity Investments, Vanguard, and Empower Retirement.
- Life Insurance (Term & Permanent): Offers a spectrum of life insurance policies designed to meet varying needs for protection and estate planning. Major competitors in this space include Northwestern Mutual, MassMutual, and Lincoln National Corporation (LNC).
Market Dynamics
Industry Overview
The retirement solutions and life insurance industry in the US is mature and highly competitive, influenced by interest rate environments, regulatory changes, and evolving consumer preferences for financial security and wealth accumulation. There is a growing demand for guaranteed income solutions and flexible retirement planning tools.
Positioning
Corebridge Financial is positioned as a major player in the US retirement and life insurance market, leveraging its scale, diversified product offerings, and established distribution channels. Its strength lies in its broad product portfolio catering to both individual and institutional clients, and its ability to offer comprehensive financial solutions.
Total Addressable Market (TAM)
The total addressable market for retirement solutions and life insurance in the US is vast, estimated in the trillions of dollars, encompassing assets under management and insurance premiums. Corebridge Financial, as a significant provider, aims to capture a substantial portion of this market through its diverse product lines and strategic partnerships. Its positioning within this TAM is that of a major incumbent with a broad reach, seeking to grow its market share through innovation and targeted sales efforts.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio across retirement, life insurance, and institutional markets.
- Strong brand recognition and established customer base inherited from AIG.
- Significant scale and financial capacity.
- Experienced management team with deep industry knowledge.
- Broad distribution network across various channels.
Weaknesses
- Reliance on traditional distribution channels, potentially limiting reach to digital-native customers.
- Potential integration challenges and operational efficiencies post-separation from AIG.
- Sensitivity to interest rate fluctuations impacting annuity profitability.
- Brand perception may still be closely tied to AIG, requiring independent brand building.
Opportunities
- Growing demand for guaranteed lifetime income solutions.
- Expansion into new distribution channels, including digital platforms.
- Leveraging technology to enhance customer experience and operational efficiency.
- Strategic acquisitions to broaden product offerings or market reach.
- Increased focus on retirement income planning and wealth management solutions.
Threats
- Intensifying competition from other large financial institutions and fintech companies.
- Adverse changes in interest rates or economic conditions impacting investment returns and product demand.
- Evolving regulatory landscape and compliance costs.
- Potential for increased mortality rates or lower-than-expected longevity impacting life insurance and annuity liabilities.
- Cybersecurity risks and data breaches.
Competitors and Market Share
Key Competitors
- Prudential Financial (PRU)
- Jackson Financial Inc. (JXN)
- Equitable Holdings (EQH)
- MetLife (MET)
- Lincoln National Corporation (LNC)
- Northwestern Mutual
- MassMutual
- Fidelity Investments
- Vanguard
- Empower Retirement
Competitive Landscape
Corebridge Financial competes in a highly fragmented but consolidated market. Its advantages lie in its broad product suite and scale. However, it faces strong competition from established players with deep market penetration and from agile fintech companies innovating in the digital space. Its ability to adapt to changing consumer preferences and leverage technology will be crucial for maintaining and growing its competitive position.
Major Acquisitions
AIG Life and Retirement Business
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: This was not an acquisition by Corebridge, but rather its creation through the separation and IPO of AIG's Life and Retirement business, marking its debut as an independent public entity. The strategic rationale was to unlock shareholder value by allowing the Life and Retirement segment to operate with greater strategic and operational focus.
Growth Trajectory and Initiatives
Historical Growth: As a newly independent public company, Corebridge's historical growth is largely tied to the performance of the AIG Life and Retirement segment prior to its spin-off. Post-IPO, growth would be assessed based on its standalone financial reports and strategic execution.
Future Projections: Analyst estimates for Corebridge Financial would focus on projected revenue growth, earnings per share (EPS) expansion, and potential increases in dividend payouts. These projections would be influenced by market trends, interest rate outlooks, and the company's strategic initiatives.
Recent Initiatives: Recent initiatives likely include efforts to optimize operational efficiencies, expand product distribution, enhance digital capabilities, and potentially pursue strategic partnerships or acquisitions to accelerate growth and market penetration.
Summary
Corebridge Financial Inc. is a significant player in the US retirement and life insurance market, benefiting from a diversified product portfolio and established market presence. Its recent separation from AIG positions it for focused growth, with opportunities in expanding retirement income solutions and digital offerings. However, it faces intense competition and is susceptible to market volatility and regulatory shifts. Its ability to innovate and efficiently manage its operations will be key to its long-term success and shareholder value creation.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company investor relations reports (e.g., 10-K, 10-Q filings)
- Financial news and analysis websites (e.g., Bloomberg, Reuters, Wall Street Journal)
- Industry research reports
- Financial data aggregators
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Market share data is illustrative and may not reflect precise current figures. Performance metrics are based on publicly available information and should be independently verified. All projections and forward-looking statements are subject to risks and uncertainties.
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 Corebridge Financial Inc.
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2022-09-15 | President, CEO & Director Mr. Marc M. Costantini | ||
Sector Financial Services | Industry Asset Management | Full time employees 4800 | |
Full time employees 4800 | |||
Corebridge Financial, Inc. provides retirement solutions and insurance products in the United States. The company operates through Individual Retirement, Group Retirement, Life Insurance, and Institutional Markets segments. The Individual Retirement segment provides fixed annuities, fixed index and registered index-linked, and variable annuities. The Group Retirement segment offers in-plan products and services comprising an open architecture recordkeeping platform that allows plan participants to allocate money to a variety of mutual fund options or a fixed interest account; flexible group variable and fixed annuity; and in-plan investment advisory services. It also provides out-of-plan products and services, including proprietary and non-proprietary annuities; investment advisory solutions, such as fiduciary, fee-based investments; and brokerage services for non-proprietary variable annuity, securities, life insurance, mutual funds, and 529 plans. The Life Insurance segment offers term, whole, index universal, and guaranteed universal life insurance products. The Institutional Markets segment provides defined contribution and bank-owned life insurance stable value wraps, structured settlement and pension risk transfer annuities, corporate and bank-owned life insurance, private placement variable universal life and annuities products, and guaranteed investment contracts. The company was formerly known as SAFG Retirement Services, Inc. Corebridge Financial, Inc. was incorporated in 1998 and is headquartered in Houston, Texas.
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