Brookfield Wealth Solutions Ltd. (BNT)

NYSE: BNT · Insurance Carriers, NEC · Pembroke, BM · filing with the SEC since 2020

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Grade4.0

◀ Past 3.7● Present 3.8▶ Future 4.7

1 est.

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The grade of Brookfield Wealth Solutions Ltd.

Nine metrics read from its own filings, by tense

Headline grade

4.0/10

◀ Past3.740% of the headline

● Present3.835% of the headline

▶ Future4.725% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

3.7/1040% of the headline grade · 3 of 3 filed

Surviving crises

as filed

6.8/10

Has it survived what it has been through?

No warning events in its filings since 2020.

weight 33% of this tense · 68th percentile among 11 sector filers · read for itself

From the record

Brookfield Wealth Solutions Ltd.'s filings since 2020 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed

5.6/10

What has it actually done, year after year?

+82.8% a year over 5 filed years; profitable in 4 of 5.

weight 22% of this tense · 56th percentile among 11 sector filers · read for its customers

From the record

Brookfield Wealth Solutions Ltd.'s 5 filed years say what it did: revenue went from $1.0 billion in fiscal 2021 to $12 billion in fiscal 2025, up 82.8% a year; it rose in 3 of 4 years; the deepest fall was 17% from fiscal 2024 to fiscal 2025; net income was positive in 4 of 5 of those years (its annual reports).

What it rests on

revenue growth over the filed span82.8%top 5% of its family
the share of years revenue rosetop 36% of its family
the share of filed years with a profitbottom 5% of its family
the deepest fall from a revenue peak17.5%top 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed

0.5/10

How has it treated the people who own it?

Share count grew 93.5% a year. 0% of cash flow returned. Insiders: 0 sales, 0 purchases.

weight 45% of this tense · 5th percentile among 11 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Brookfield Wealth Solutions Ltd.'s diluted share count grew about 93.5% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

the share count over the yearsbottom 5% of its family
cash returned against operating cash flowbottom 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.8/1035% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed

1.4/10

Is it financially healthy right now?

ROE 5%: 5¢ of profit per shareholder dollar. Leverage 89%: owes 89¢ per asset dollar.

weight 45% of this tense · 14th percentile among 11 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Brookfield Wealth Solutions Ltd. earned about 5 cents of profit for every dollar of shareholders' money. Leverage: it owed about 89 cents per dollar of assets, and net share issuance: its share count grew 77.8% over the year (the filed statements).

What it rests on

what it owes per dollar of assetsbottom 32% of its family
return on equitybottom 5% of its family
the share count against the year beforebottom 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed

6.5/10

How strong is its position in its industry?

top 35% of 11 in its family; net margin 7.4%.

weight 33% of this tense · 65th percentile among 11 sector filers · read for its customers

From the record

Brookfield Wealth Solutions Ltd.'s standing among 11 graded names in its industry family: revenue of $12 billion in fiscal 2025 ranks in the top 50% by size; a net margin of 7.4% ranks in the top 50%; revenue growth of 38.1% a year over the last 3 filed years ranks in the top 5% (its annual reports).

What it rests on

revenue against the family$11.63Btop 50% of its family
net margin7.4%top 50% of its family
three-year revenue growth38.1%top 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate

4.9/10

What are the people in charge doing?

SI estimate 4.9/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 9 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 9 members with one.
What the record cannot read: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned: family median, 9 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Brookfield Wealth Solutions Ltd.'s leadership is put at 4.9 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 9 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

4.7/1025% of the headline grade · 3 of 3 filed

Room to expand

as filed

7.7/10

How much room does it have to grow?

top 23% of 11 in its family for room to expand.

weight 33% of this tense · 77th percentile among 11 sector filers · read for itself

From the record

Brookfield Wealth Solutions Ltd.'s room to grow, from the newest filed statements (fiscal 2025): cash of $13 billion against no long-term debt tagged leaves 8.3% of its assets as net cash, top 23% of its family; cash from operations less capital spending is 21.9% of revenue (top 23%) (its annual report).

What it rests on

cash less debt against assets8.3%top 23% of its family
cash from operations less capital spending against revenue21.9%top 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed

3.0/10

What could actually drive growth from here?

bottom 30% of 11 in its family for growth drivers.

weight 33% of this tense · 30th percentile among 11 sector filers · read for its customers

From the record

Brookfield Wealth Solutions Ltd.'s growth drivers, from the filed years to fiscal 2025: revenue grew 38.1% a year over the last three filed years against 82.8% over all 5, slowing (bottom 5% of its family); the newest year grew -17.5% (bottom 5%); capital spending grew 42.2% a year (top 19%) (its annual reports). Brookfield Wealth Solutions Ltd. reported 3 lines of business in fiscal 2025: Annuity at $7.9 billion, Property Casualty at $2.9 billion, Life at $603 million. 0 of 3 grew in the latest filed year, and the largest line is 70% of revenue (its annual report).

What it rests on

three-year growth against the whole span-44.7 points a yearbottom 5% of its family
the newest year's revenue growth-17.5%bottom 5% of its family
three-year growth of capital spending42.2%top 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed

3.5/10

Did its newest year beat what its own record pointed to?

bottom 35% of 11 in its family for expectations against reality.

weight 33% of this tense · 35th percentile among 11 sector filers · read for its shareholders

From the record

Brookfield Wealth Solutions Ltd.'s newest year against its own record: revenue of $12 billion in fiscal 2025 came in 53.8% below the $25 billion its prior three years' pace pointed to (bottom 5% of its family); net income of $863 million against a prior three-year average of $848 million (top 50%); a net margin of 7.4% against 10.6% before (top 50%) (its annual reports).

What it rests on

revenue against the prior three years' pace-53.8%bottom 5% of its family
net income against the prior three years' average+2%top 50% of its family
net margin against its prior average-3.2 pointstop 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton BNT · research, not advice