Brookfield Wealth Solutions (NYSE:BNT) Cut to Sell at Wall Street Zen

Key Points

• Wall Street Zen downgraded Brookfield Wealth Solutions (NYSE:BNT) from a "hold" to a "sell", while Weiss Ratings reiterated a "buy (b)" and MarketBeat shows a consensus rating of "Buy".
• The stock trades around $40.58 with a market cap of $14.64 billion and a high valuation (PE 169.09), a 12‑month range of $29.13–$49.86, and 50/200‑day moving averages near $44.70/$45.56.
• Latest quarter reported EPS $0.06 on $3.05 billion revenue with very low profitability (ROE 0.10%, net margin 0.14%); institutional investors own about 20.31% of the stock, with several funds modestly increasing stakes.

Brookfield Wealth Solutions (NYSE:BNT - Get Free Report) was downgraded by analysts at Wall Street Zen from a "hold" rating to a "sell" rating in a report released on Saturday.

Separately, Weiss Ratings reiterated a "buy (b)" rating on shares of Brookfield Wealth Solutions in a research report on Monday, December 29th. One analyst has rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock currently has a consensus rating of "Buy".

Brookfield Wealth Solutions Stock Performance

NYSE:BNT opened at $40.58 on Friday. The firm has a market capitalization of $14.64 billion, a PE ratio of 169.09 and a beta of 1.57. The company has a quick ratio of 0.23, a current ratio of 0.23 and a debt-to-equity ratio of 0.27. Brookfield Wealth Solutions has a 12-month low of $29.13 and a 12-month high of $49.86. The firm has a 50-day moving average price of $44.70 and a 200 day moving average price of $45.56.

Brookfield Wealth Solutions (NYSE:BNT - Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.06 earnings per share for the quarter. Brookfield Wealth Solutions had a return on equity of 0.10% and a net margin of 0.14%.The company had revenue of $3.05 billion for the quarter.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Moerus Capital Management LLC increased its holdings in Brookfield Wealth Solutions by 22.2% during the 4th quarter. Moerus Capital Management LLC now owns 1,187 shares of the company's stock valued at $55,000 after purchasing an additional 216 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in Brookfield Wealth Solutions by 1,235.2% in the second quarter. JPMorgan Chase & Co. now owns 1,215 shares of the company's stock worth $75,000 after purchasing an additional 1,124 shares in the last quarter. Wells Fargo & Company MN grew its holdings in shares of Brookfield Wealth Solutions by 45.1% during the fourth quarter. Wells Fargo & Company MN now owns 1,978 shares of the company's stock worth $91,000 after purchasing an additional 615 shares during the last quarter. NBC Securities Inc. grew its holdings in shares of Brookfield Wealth Solutions by 49.9% during the fourth quarter. NBC Securities Inc. now owns 2,543 shares of the company's stock worth $117,000 after purchasing an additional 846 shares during the last quarter. Finally, CIBC Private Wealth Group LLC increased its stake in shares of Brookfield Wealth Solutions by 49.9% in the fourth quarter. CIBC Private Wealth Group LLC now owns 2,658 shares of the company's stock valued at $122,000 after buying an additional 885 shares in the last quarter. 20.31% of the stock is owned by institutional investors and hedge funds.

Brookfield Wealth Solutions Company Profile

Brookfield Wealth Solutions is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance.The company was incorporated in 2020 and is headquartered in Pembroke, Bermuda.

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