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Brookfield Wealth Solutions Ltd

BNT
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45.470USD
-1.980-4.17%
Close 05/15, 16:00ETQuotes delayed by 15 min
2.98BMarket Cap
13.30P/E TTM

Brookfield Wealth Solutions Ltd

45.470
-1.980-4.17%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of Brookfield Wealth Solutions Ltd

Currency: USD Updated: 2026-05-15

Key Insights

Brookfield Wealth Solutions Ltd's fundamentals are relatively stable, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 96 out of 116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Brookfield Wealth Solutions Ltd's Score

Industry at a Glance

Industry Ranking
96 / 116
Overall Ranking
470 / 4482
Industry
Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Positive+

Brookfield Wealth Solutions Ltd Highlights

StrengthsRisks
Brookfield Wealth Solutions Ltd is a Bermuda-based company. The Company focuses on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, as well as tailored capital solutions. Through its operating subsidiaries, it offers insurance products and services, including annuities, personal and commercial property and casualty insurance, and life insurance. The Company's segments include Annuity, Life Insurance, Property and Casualty (P&C), and Corporate and Other. The Annuity segment provides annuity-based products to individuals and institutions. The Life Insurance segment offers Whole Life Insurance, Universal Life Insurance, Variable Universal Life Insurance, and Credit Life Insurance products. The P&C segment provides property and casualty products, including coverage for personal, agribusiness, and certain commercial and specialty exposures. The Corporate and Other segment includes investment warehousing activities.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 50.18% year-on-year.
Undervalued
The company’s latest PB is 0.71, at a low 3-year percentile range.
Institutional Buying
The latest institutional holdings are 31.76M shares, increasing 41.26% quarter-over-quarter.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of 0.23.

Analyst Rating

Based on 0 analysts
--
Current Rating
0.000
Target Price
0.00%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-05-15

The current financial score of Brookfield Wealth Solutions Ltd is 4.45, ranking 115 out of 116 in the Investment Banking & Investment Services industry. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 2.88B, representing a year-over-year decrease of 55.28%, while its net profit experienced a year-over-year decrease of 98.52%.

Score

Industry at a Glance

Previous score
4.45
Change
0

Financials

5.16

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.

Quality of Earnings

1.90

Operational Efficiency

6.20

Growth Potential

4.00

Shareholder Returns

5.00

Brookfield Wealth Solutions Ltd's Company Valuation

Currency: USD Updated: 2026-05-15

The current valuation score of Brookfield Wealth Solutions Ltd is 7.18, ranking 60 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 13.30, which is 72.57% below the recent high of 22.95 and 84.52% above the recent low of 2.06.

Score

Industry at a Glance

Previous score
7.18
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 96/116
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-05-15

No earnings forecast score is currently available for Brookfield Wealth Solutions Ltd. The Investment Banking & Investment Services industry's average is 7.33.

Score

Industry at a Glance

Previous score
0.00
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.
No Data

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-05-15

The current price momentum score of Brookfield Wealth Solutions Ltd is 7.12, ranking 46 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 48.32 and the support level at 42.84, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.01
Change
-1.89

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(4)
Neutral(3)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.083
Neutral
RSI(14)
50.836
Neutral
STOCH(KDJ)(9,3,3)
36.319
Sell
ATR(14)
1.244
High Vlolatility
CCI(14)
38.522
Neutral
Williams %R
56.022
Sell
TRIX(12,20)
0.215
Sell
StochRSI(14)
4.807
Sell
Moving Average
Sell(3)
Neutral(0)
Buy(3)
Indicators
Value
Direction
MA5
46.034
Sell
MA10
46.089
Sell
MA20
45.694
Sell
MA50
43.732
Buy
MA100
45.125
Buy
MA200
45.134
Buy

Institutional Confidence

Currency: USD Updated: 2026-05-15

Score

Industry at a Glance

Previous score
3.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
Brookfield Corporation
1.36M
-0.00%
Partners Value Investments, L.P.
12.32M
-0.00%
Mawer Investment Management Ltd.
1.98M
-0.02%
Shah (Sachin)
1.25M
+3.10%
Blattman (Barry S)
1.12M
+0.01%
Bank of Nova Scotia
Star Investors
750.00K
-0.00%
RBC Wealth Management, International
675.00K
--
Principal Global Investors (Equity)
371.66K
-11.49%
1
2

Risk Assessment

Currency: USD Updated: 2026-05-15

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. No risk assessment score is currently available for Brookfield Wealth Solutions Ltd. The Investment Banking & Investment Services industry's average is 7.00. The company's beta value is 1.86. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. with an industry-leading ESG disclosure.

Score

Industry at a Glance

Previous score
0.00
Change
0
Beta vs S&P 500 index
1.86
VaR
+3.20%
240-Day Maximum Drawdown
+18.93%
240-Day Volatility
+26.00%

Return

Best Daily Return
60 days
+5.23%
120 days
+5.23%
5 years
+12.77%
Worst Daily Return
60 days
-4.29%
120 days
-4.54%
5 years
-22.09%
Sharpe Ratio
60 days
-0.42
120 days
+0.43
5 years
+0.33

Risk Assessment

Maximum Drawdown
240 days
+18.93%
3 years
+27.78%
5 years
+54.88%
Return-to-Drawdown Ratio
240 days
+0.96
3 years
+1.23
5 years
+0.08
Skewness
240 days
-0.31
3 years
+0.03
5 years
-0.91

Volatility

Realised Volatility
240 days
+26.00%
5 years
+29.31%
Standardised True Range
240 days
+2.28%
5 years
+1.82%
Downside Risk-Adjusted Return
120 days
+69.70%
240 days
+69.70%
Maximum Daily Upside Volatility
60 days
+27.58%
Maximum Daily Downside Volatility
60 days
+24.88%

Liquidity

Average Turnover Rate
60 days
+0.01%
120 days
+0.01%
5 years
--
Turnover Deviation
20 days
+21.99%
60 days
+67.08%
120 days
+30.62%

Peer Comparison

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