Corebridge Q4 Revenue Jumps 26.4% to $6.34B; Premiums Surge 128%
Corebridge Financial posted Q4 revenue of $6.34 billion, up 26.4% year-over-year and 25.3% above consensus, driven by a 128.3% surge in premiums to $2.6 billion. EPS of $1.22 topped estimates by 9.8%, while advisory fee and other income plunged 52.9% to $99 million.
1. Q4 Financial Results
Corebridge delivered revenue of $6.34 billion for the quarter ended December 2025, representing a 26.4% increase from a year ago and a 25.3% beat versus the $5.06 billion consensus. Adjusted EPS was $1.22, surpassing the $1.11 estimate by 9.8% but slightly below last year's $1.23.
2. Key Metrics Breakdown
Premiums surged 128.3% year-over-year to $2.6 billion, well above the $1.3 billion forecast, while net investment income rose 5.1% to $3.03 billion against a $3.06 billion estimate. Conversely, advisory fee and other income fell 52.9% to $99 million, policy fees declined 17.3% to $610 million, and corporate & other revenue plunged 84.8% to $16 million.
3. Stock Performance and Outlook
Shares have gained 0.3% over the past month versus a 0.2% drop in the S&P 500 composite. The stock holds a Zacks Rank #4 (Sell), indicating potential underperformance relative to the broader market in the near term.