BNT
Brookfield Wealth SolutionsDDocument history
Earnings documents stored for BNT.
Investor releaseQuarter not tagged2026-05-14Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification
GlobeNewswire
Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification
BROOKFIELD, NEWS, May 14, 2026 (GLOBE NEWSWIRE) -- Brookfield Wealth Solutions (NYSE, TSX: BNT) today announced financial results for the three months ended March 31, 2026. Sachin Shah, CEO of Brookfield Wealth Solutions, stated, “We have built a scaled and well capitalized insurance platform with a resilient portfolio of $180 billion insurance assets today. Our established U.S. platform continues to expand its product and distribution capabilities, and we are now a leader in the U.K. pension market. We look forward to further growing our international operations over time, with a focus on generating high-quality earnings and durable risk-adjusted returns for our business.” 1. See Non-GAAP and Performance Measures on page 7 and a reconciliation from net income (loss) on page 6. 2. Per share amounts have been adjusted to reflect the three-for-two stock split completed on October 9, 2025. First Quarter Highlights Significantly expanded our international operations, completing the acquisition of Just Group plc (“Just”), a leading provider of retirement services in the U.K. pension risk transfer and individual annuity markets. Originated $5 billion of sales across our retail annuity, pension and funding agreement channels, inclusive of Just. Deployed $4 billion into Brookfield originated strategies across our investment portfolio at an average target yield of 10%. Continued to optimize the synergies within our recently combined Property & Casualty (“P&C”) businesses, including rebranding the holding company for our P&C operating companies as Clearbrook Group Holdings Inc. Operating Update We recognized $438 million of distributable operating earnings (“DOE”) for the three months ended March 31, 2026, compared to $437 million in the prior year period. The current period DOE reflects higher net investment income within our Annuities segment from a larger asset base and asset repositioning, as well as continued improving underwriting results within our P&C segment. The growth in DOE across our Annuity and P&C businesses was partially offset by the absence of a one-time realized investment gain recognized in the prior year period within our Corporate & Other segment. We recorded a net loss of $602 million for the three months ended March 31, 2026, compared to a net loss of $282 million in the prior year period. The net loss was driven by unfavorable mark-to-market m...
Investor releaseQuarter not tagged2026-02-12Brookfield Wealth Solutions Announces Year End 2025 Results and Declares Quarterly Distribution Increase
GlobeNewswire
Brookfield Wealth Solutions Announces Year End 2025 Results and Declares Quarterly Distribution Increase
BROOKFIELD, NEWS, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Brookfield Wealth Solutions (NYSE, TSX: BNT) today announced financial results for the three months and year ended December 31, 2025. Sachin Shah, CEO of Brookfield Wealth Solutions, stated, “2025 was another strong year for our business. We actively invested in real asset strategies across Brookfield’s areas of expertise, expanded our product offerings, reached new geographies, and significantly grew our earnings. With the closing of the Just Group plc acquisition expected in the first half of 2026, as well as other growth initiatives underway, we look forward to the continued success of our business this year and beyond.” 1. See Non-GAAP and Performance Measures on page 6 and a reconciliation from net income on page 5. 2. Per share amounts have been adjusted to reflect the three-for-two stock split completed on October 9, 2025. 2025 Highlights Deployed $13 billion into Brookfield originated strategies across our investment portfolio at an average yield of 8.5%. Originated $20 billion of annuity sales across our retail, pension and funding agreement channels. Progressed international expansion initiatives, including announcing the acquisition of the Just Group plc, which remains on track to close in the first half of 2026, and entering into our first Japan-based reinsurance agreement, which became effective in October 2025. Our Property and Casualty float remained stable at approximately $8 billion, providing us with investment flexibility and risk diversification. Operating Update We recognized $437 million and $1.7 billion of distributable operating earnings (“DOE”) for the three months and year ended December 31, 2025, compared to $427 million and $1.4 billion in the prior year period. The increase in earnings for the current period reflects higher net investment income from a larger asset base and progress made repositioning assets into higher yielding investment strategies. Current year DOE also includes a full year of ownership of American Equity Life in comparison with only approximately eight months in the prior year. We recorded net income of $21 million and $863 million for the three months and year ended December 31, 2025, compared to net income of $576 million and $1.2 billion in the prior year period. Net income includes the benefit of our strong operating performance. DOE in the current perio...
Investor releaseQuarter not tagged2025-11-17How Brookfield Wealth Solutions' Strong Earnings and Global Growth Moves Will Impact BNT Investors
Simply Wall St.
How Brookfield Wealth Solutions' Strong Earnings and Global Growth Moves Will Impact BNT Investors
Brookfield Wealth Solutions reported third quarter 2025 earnings, posting US$2.93 billion in revenue and a very large increase in net income to US$583 million, alongside a quarterly return of capital declaration of US$0.06 per share payable December 31, 2025. An important insight is the company's rise in total assets to US$152.8 billion and ongoing international expansion, particularly through its pending acquisition of U.K.-based Just Group plc and increased activities in Japan. We'll explore how Brookfield Wealth Solutions' strong operating performance and expansion in new international markets shape its investment narrative. These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. For current or prospective Brookfield Wealth Solutions shareholders, the investment thesis centers on whether the company can convert its expanding international footprint and recent operational gains into consistent long-term growth. The latest results show a major leap in net income and robust asset growth, reinforcing optimism about its international ambitions in the U.K. and Japan. However, flat top-line revenue, unchanged return of capital, and recent share price trends suggest most short-term catalysts tied to strong earnings have already been recognized by the market. That said, the pending Just Group acquisition and expansion efforts do add a new catalyst for growth, while integration risk and further regulatory hurdles abroad have become more relevant. Overall, this news signals incremental progress but does not fundamentally alter the balance of short-term drivers or risks. Yet, new international risks may shape returns more than recent earnings headlines suggest. Despite retreating, Brookfield Wealth Solutions' shares might still be trading 21% above their fair value. Discover the potential downside here. With four unique fair value opinions from the Simply Wall St Community, estimates span from around US$55 to a very large US$86,425. As community sentiment remains divided, recent results raise important questions about the impact of global expansion on the company's earnings path. Explore 4 other fair value estimates on Brookfield Wealth Solutions - why the stock might be worth just $55.39! Disagree with this assessment? Create your own narrative in und...
Investor releaseQuarter not tagged2025-11-13Brookfield Wealth Solutions Announces Third Quarter Results and Declares Regular Quarterly Distribution
GlobeNewswire
Brookfield Wealth Solutions Announces Third Quarter Results and Declares Regular Quarterly Distribution
BROOKFIELD, NEWS, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Brookfield Wealth Solutions (NYSE, TSX: BNT) today announced financial results for the quarter ended September 30, 2025. Sachin Shah, CEO of Brookfield Wealth Solutions, stated, “Our business continues to generate strong returns, benefitting from Brookfield’s investment capabilities and our operational expertise. This quarter marked significant progress in our international expansion efforts in the U.K. and Japan, positioning us for further growth from activity in these regions in the coming quarters.” 1. See Non-GAAP and Performance Measures on page 6 and a reconciliation from net income on page 5. 2. Per share amounts have been adjusted to reflect the three-for-two stock split completed on October 9, 2025. Third Quarter Highlights Deployed $4 billion into Brookfield originated strategies across our investment portfolio at an average yield of 9%. Originated $5 billion of annuity sales during the quarter, primarily from our retail channel. Our Property and Casualty float remained stable at approximately $8 billion, providing us with investment flexibility and risk diversification. On July 31, 2025, we announced the acquisition of Just Group plc. (“Just”) a U.K.-based retirement specialist financial services company. The transaction remains on track to close in the first half of 2026. On September 30, 2025, we announced our first Japan-based reinsurance agreement, which became effective in October 2025. Operating Update We recognized $427 million and $1.3 billion of distributable operating earnings (“DOE”) for the three and nine months ended September 30, 2025, compared to $370 million and $947 million in the prior year period. The increase in earnings for the current period reflects higher net investment income from a larger asset base and progress made repositioning assets into higher yielding investment strategies as well as the continued improvement in the operating performance of our property and casualty business following initiatives undertaken over the past year to reduce volatility. Current year DOE also includes a full nine months of ownership of American Equity Life in comparison with only approximately five months in the prior year period. We recorded net income of $608 million and $842 million for the three and nine months ended September 30, 2025, compared to net income of $65 million and $671...
Investor releaseQuarter not tagged2025-08-07Brookfield Wealth Solutions Announces Second Quarter Results and Three-for-Two Stock Split
GlobeNewswire
Brookfield Wealth Solutions Announces Second Quarter Results and Three-for-Two Stock Split
BROOKFIELD, NEWS, Aug. 07, 2025 (GLOBE NEWSWIRE) -- Brookfield Wealth Solutions (NYSE, TSX: BNT) today announced financial results for the quarter ended June 30, 2025. Sachin Shah, CEO of Brookfield Wealth Solutions, stated, “Our business continues to generate strong returns across a growing offering of products. With the pace of sales expected to increase in the second half of the year, an active pipeline of accretive investments and a strong capital base to support our policyholders and future growth, we remain on track to achieve the full-year targets we set for ourselves.” He continued, “Our recently announced acquisition of Just Group plc. will be transformational to our business as we expand in the U.K. retirement market, serving as an attractive platform for future growth.” Second Quarter Highlights Deployed $3.5 billion into Brookfield originated strategies across our investment portfolio at an average yield of 8% Originated more than $4 billion of annuity sales during the quarter across our retail, PRT and FABN channels Our Property and Casualty float remained stable at approximately $8 billion, providing us with investment flexibility and risk diversification On July 31, 2025, we announced the acquisition of Just Group plc. (“Just”) a U.K.-based retirement specialist financial services company with leading capabilities in the defined benefit de-risking and individual retirement income sectors Operating Update We recognized $398 million and $835 million of distributable operating earnings (“DOE”) for the three and six months ended June 30, 2025, compared to $298 million and $577 million in the prior year period. The increase in earnings for the current period reflects contributions from American Equity Life, which we acquired in May 2024, improved operating performance in our property and casualty business as a result of initiatives undertaken over the past year to reduce volatility and higher net investment income across our portfolio resulting from progress made in repositioning assets into higher yielding investment strategies. We recorded net income of $516 million and $234 million for the three and six months ended June 30, 2025, compared to net income of $269 million and $606 million in the prior year period. The net income in the current quarter is primarily the result of our strong operating performance, along with favorable equity market mo...
Investor releaseQuarter not tagged2025-06-11Brookfield Wealth Solutions Announces Results for Election of Directors
GlobeNewswire
Brookfield Wealth Solutions Announces Results for Election of Directors
BROOKFIELD, NEWS, June 10, 2025 (GLOBE NEWSWIRE) -- Brookfield Wealth Solutions (NYSE, TSX: BNT) today announced the approval of all items of business at the company’s annual general and special meeting of shareholders. The meeting was held earlier today in a virtual meeting format. All five nominees proposed for election to the board of directors by holders of class A exchangeable limited voting shares (“class A shares”) and all five nominees proposed for election to the board of directors by the holder of class B limited voting shares (“class B shares”) were elected. Detailed results of the vote for the election of directors are set out below. Management received the following proxies from holders of class A shares in regard to the election of the five directors nominated for election by this shareholder class: Management received a proxy from the holder of class B shares to vote all 24,000 class B shares for each of the five directors nominated for election by this shareholder class, being Barry Blattman, Gregory Morrison, Lori Pearson, Sachin Shah and Jay Wintrob. All other matters put forth at the meeting were approved by shareholder vote and a summary of all votes cast by shareholders represented at the company’s annual general and special meeting of shareholders will be available electronically on EDGAR on the United States Securities and Exchange Commission’s website at www.sec.gov or on Brookfield Wealth Solutions’ SEDAR profile at www.sedarplus.ca. About Brookfield Wealth Solutions Brookfield Wealth Solutions Ltd. (NYSE, TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Each class A exchangeable limited voting share of Brookfield Wealth Solutions is exchangeable on a one-for-one basis with a class A limited voting share of Brookfield Corporation (NYSE, TSX: BN). For more information, please visit our website at bnt.brookfield.com or contact:
Investor releaseQuarter not tagged2025-05-08Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution
GlobeNewswire
Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution
BROOKFIELD, NEWS, May 08, 2025 (GLOBE NEWSWIRE) -- Brookfield Wealth Solutions (NYSE, TSX: BNT) today announced financial results for the three months ended March 31, 2025. Sachin Shah, CEO of Brookfield Wealth Solutions, stated, “Our business is off to a strong start in 2025. We have entered the U.K. market and begun offering new products that expand our asset base while maintaining our fundamental objective of generating high-quality earnings and durable risk-adjusted returns within our business.” 1. See Non-GAAP and Performance Measures on page 6 and a reconciliation from net income on page 5. First Quarter Highlights Launched our U.K. pension risk transfer business under Blumont Annuity UK in late March, following a comprehensive authorization process and expect to be active in the market in 2025 Deployed $3 billion into Brookfield originated strategies across our investment portfolio at returns greater than 8% Completed our first funding agreement-backed note (“FABN”) issuance at American National for $500 million Originated $4 billion of annuity sales during the quarter across our retail, PRT and FABN channels Our Property and Casualty float remained stable at approximately $8 billion, providing us with investment flexibility and risk diversification Operating UpdateWe recognized $437 million of distributable operating earnings (“DOE”) for the three months ended March 31, 2025, compared to $279 million in the prior year period. The increase in earnings for the current period reflects contributions from AEL, which we acquired in May 2024, as well as higher net investment income resulting from progress made in repositioning assets into higher yielding investment strategies. We recorded a net loss of $282 million for the three months ended March 31, 2025, compared to net income of $337 million in the prior year period. The net loss in the current period is primarily the result of unrealized movements on reserves due to interest rate and equity market movements, which more than offset our strong operating performance. Net income in the prior year period resulted from our DOE and favorable mark-to-market on derivatives. Today, we are in a strong liquidity position, with approximately $25 billion of cash and short-term liquid investments across our investment portfolios, and another $22 billion of long-term liquid investments. These liquid assets position us...

