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Corebridge Financial, Inc. reported past fourth-quarter 2025 revenue of US$6,767 million and net income of US$814 million, while full-year 2025 revenue was US$18,481 million with a net loss of US$366 million, alongside a quarterly dividend of US$0.25 per share and completion of US$4.40 billion in share repurchases.
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These results came as Corebridge accelerated capital returns through a new share repurchase agreement with American International Group, aiming to reduce its share count while it emphasizes retirement-focused products and digital investments.
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We’ll now examine how Corebridge’s large-scale buybacks and dividend increase may influence its investment narrative and future earnings power.
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To own Corebridge, you need to believe in its role as a major retirement and insurance provider that can turn current scale into consistent profitability, while managing rate sensitivity and distribution risks. The latest results, with a 2025 net loss of US$366 million but substantial capital returns, do not materially change the near term focus on stabilizing earnings and proving that its capital return program is sustainable.
The most relevant update here is the completion of US$4.40 billion in share repurchases and a quarterly dividend increase to US$0.25 per share. Together with the new buyback agreement with AIG, this puts capital returns at the center of the story, but also raises questions about how Corebridge balances shareholder payouts with the investment needed in digital capabilities and retirement products that underpin its long term earnings power.
Yet investors should also be aware that if interest rates stay low for an extended period, Corebridge’s spread based earnings and…
Read the full narrative on Corebridge Financial (it’s free!)
Corebridge Financial’s narrative projects $22.3 billion revenue and $3.0 billion earnings by 2028. This requires 11.5% yearly revenue growth and an earnings increase of about $3.3 billion from -$337.0 million today.
Uncover how Corebridge Financial’s forecasts yield a $37.69 fair value, a 21% upside to its current price.
Two Simply Wall St Community valuations place Corebridge’s fair value between US$37.69 and US$53.24, highlighting how far opinions can stretch. Against that backdrop, the recent net loss and dependence on spread based and fee based products invite you to weigh how sensitive future profitability could be to interest rates and flows before forming your own view.