BAM — Brookfield Asset Management Ltd. stock price, charts and financials
QT36Brookfield Asset Management Ltd.Brookfield Asset Management Ltd. (NYSE: BAM) is a Financial Services company in the Asset Management industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 32.92 | EPS (ttm) | 1.54 | Insider Own | 7.56% | Shs Outstand | 1.60B | Perf Week | 6.58% |
| Market Cap | 80.94B | Forward P/E | 23.41 | EPS next Y | 2.17 | Insider Trans | - | Shs Float | 323.92M | Perf Month | 10.51% |
| Enterprise Value | 85.32B | PEG | 2.37 | EPS next Q | - | Inst Own | - | Short Float | 1.15% | Perf Quarter | 5.65% |
| Income | 2.50B | P/S | 16.92 | EPS this Y | 19.26% | Inst Trans | - | Short Ratio | 6.09 | Perf Half Y | 1.97% |
| Sales | 4.79B | P/B | 7.18 | EPS next Y | 17.92% | ROA | 13.96% | Short Interest | 18.44M | Perf YTD | -3.24% |
| Book/sh | 7.06 | P/C | 77.46 | EPS next 5Y | 13.91% | ROE | 29.95% | 52W High | 65.68 -20.92% | Perf Year | -17.80% |
| Cash/sh | 0.65 | P/FCF | 33.38 | EPS past 3/5Y | -31.98% - | ROIC | 53.10% | 52W Low | 43.24 20.12% | Perf 3Y | 51.04% |
| Dividend Est. | 2.01 (3.87%) | EV/EBITDA | 27.03 | Sales past 3/5Y | 8.31% 16.43% | Gross Margin | 71.84% | Volatility | 2.72% 2.50% | Perf 5Y | - |
| Dividend TTM | 1.88 (3.62%) | EV/Sales | 17.83 | EPS Y/Y TTM | 15.79% | Oper. Margin | 63.13% | ATR (14) | 1.34 | Perf 10Y | - |
| Dividend Ex-Date | May 29, 2026 | Quick Ratio | 1.42 | Sales Y/Y TTM | 20.23% | Profit Margin | 52.33% | RSI (14) | 65.39 | Recom | 2.65 |
| Dividend Gr. 3/5Y | - | Current Ratio | 1.42 | EPS Q/Q | 7.50% | SMA20 | 6.89% | Beta | 1.45 | Target Price | 57.08 |
| Payout | 116.59% | Debt/Eq | 0.35 | Sales Q/Q | 22.02% | SMA50 | 7.62% | Rel Volume | 0.78 | Prev Close | 50.69 |
| Employees | 5,800 | LT Debt/Eq | 0.24 | Earnings | Aug 05 | SMA200 | 2.80% | Avg Volume | 2.82M | Price | 51.94 |
| IPO Date | Dec 01, 2022 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 4.74% -8.22% | Net Debt/EBITDA | 1.39 | Volume | 2,210,661 | Change | 2.47% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jul-21-26 | Reiterated | Morgan Stanley | Equal Weight | $63 → $56 |
| May-18-26 | Reiterated | Piper Sandler | Neutral | $50 |
| May-11-26 | Reiterated | CIBC | Outperform | $65 → $63 |
| May-11-26 | Reiterated | Scotiabank | Sector Outperform | $64 → $57 |
| May-11-26 | Reiterated | RBC Capital | Outperform | $74 → $65 |
| Feb-20-26 | Reiterated | UBS | Neutral | $58 → $52 |
| Feb-17-26 | Reiterated | Morgan Stanley | Equal Weight | $62 → $63 |
| Feb-05-26 | Reiterated | Scotiabank | Sector Outperform | $66 → $64 |
| Feb-04-26 | Reiterated | BMO Capital | Market Perform | $50 → $58 |
| Jan-13-26 | Reiterated | UBS | Neutral | $59 → $58 |
Brookfield Asset Management operates as a prominent alternative asset manager and real estate investment trust (REIT), specializing in real estate, renewable energy, infrastructure, venture capital, and private equity assets. The firm provides a comprehensive range of public and private investment products and services to institutional and retail clients globally. Its strategy involves deploying capital into significant, premier assets across diverse geographies and asset classes, often co-investing its own capital alongside that of other investors. In its private equity and venture capital operations, the firm engages in a wide array of activities. These include early-stage ventures, outright acquisitions, control buyouts, corporate carve-outs, and the restructuring of financially distressed or underperforming mid-market companies. Its involvement further extends to recapitalizations, strategic redirections, and various forms of financing such as convertible, senior, and mezzanine debt, as well as operational and capital structure overhauls. Beyond private markets, Brookfield also actively participates in public debt and equity exchanges. Private equity investments are concentrated in specific sectors: Business Services (encompassing infrastructure, healthcare, road fuel distribution, construction, and real estate), Industrials (including manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management), and Residential/infrastructure services. The firm specifically targets companies underpinned by substantial real assets, primarily across industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, general manufacturing, and forest product sectors. Geographically, Brookfield maintains a significant investment presence worldwide, concentrating on North America (including Canada, the United States, and Brazil), Europe, Australia, and the broader Asia-Pacific region. Equity investments typically range from $2 million to $500 million. The firm employs a four-year investment period, structured within a ten-year term that allows for two optional one-year extensions. Brookfield is flexible in its ownership approach, readily taking both minority and majority equity stakes. Established in 1997 and headquartered in Toronto, Canada, Brookfield Asset Management boasts a global network of additional offices across North America, South America, Europe, the Middle East, and Asia.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 4,785 | 4,608 | 3,980 | 4,062 | 3,627 | 2,788 | 2,154 | 2,173 | |
| Cost of Goods Sold Incl. D&A | 1,348 | 1,373 | 1,154 | 1,048 | 700 | 703 | 0 | 0 | |
| Gross Profit | 3,438 | 3,235 | 2,826 | 3,014 | 2,927 | 2,085 | 2,154 | 2,173 | |
| Selling, General and Administrative Excl. Other | 72 | 56 | 64 | 56 | 81 | 132 | 114 | 92 | |
| Research and Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Other Operating Expense | 345 | 145 | 0 | 0 | 0 | -114 | 796 | 865 | |
| Operating Income | 3,021 | 3,034 | 2,762 | 2,958 | 2,846 | 2,067 | 1,244 | 1,216 | |
| Interest Expense | 160 | 115 | 136 | 71 | 3 | 171 | 257 | 154 | |
| Unusual Expense | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 169 | 6 | -80 | -333 | 649 | 1,454 | -204 | 660 | |
| Net Income Before Taxes | 3,029 | 2,925 | 2,546 | 2,554 | 3,492 | 3,350 | 783 | 1,722 | |
| Income Taxes | 560 | 527 | 438 | 417 | 627 | 504 | 226 | -375 | |
| Consolidated Net Income | 2,504 | 2,485 | 2,168 | 1,839 | 1,915 | 1,869 | 382 | 1,913 | |
| Net Income From Continuing Operations | 2,469 | 2,398 | 2,108 | 2,137 | 2,865 | 2,846 | 557 | 2,097 | |
| Net Income | 2,504 | 2,485 | 2,168 | 1,839 | 1,915 | 1,869 | 382 | 1,913 | |
| EPS (Recurring) | 1.56 | 1.54 | 1.33 | 1.12 | 4.83 | 4.64 | 0.00 | 0.00 | |
| EPS (Basic, Before Extraordinaries) | 1.56 | 1.54 | 1.33 | 1.12 | 4.83 | 4.64 | 0.00 | 0.00 | |
| EPS (Diluted) | 1.54 | 1.52 | 1.33 | 1.12 | 4.83 | 4.64 | 0.00 | 0.00 | |
| EBITDA | 3,157 | 3,235 | 2,429 | 2,630 | 2,623 | 3,743 | 1,455 | 562 | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 33.73 | 34.47 | 40.74 | 35.87 | 5.94 | — | — | — | |
| Price To Sales Ratio | 17.44 | 13.35 | 15.17 | 3.85 | 3.13 | — | — | — | |
| Gross Margin | 71.85 | 70.20 | 71.01 | 74.20 | 80.70 | 74.78 | 100.00 | 100.00 | |
| Operating Margin | 63.13 | 65.84 | 69.40 | 72.82 | 78.47 | 74.14 | 57.75 | 55.96 | |
| Net Margin | 52.33 | 53.93 | 54.47 | 45.27 | 52.80 | 67.04 | 17.73 | 88.03 | |
| Shares Outstanding | 1,607 | 1,174 | 1,114 | 389 | 396 | 403 | 0 | 0 | |
| Market Capitalization | 83,468 | 61,506 | 60,368 | 15,626 | 11,353 | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| BCP GP Ltd | other: Former 10% Owner | Jan 02 '24 | Sale | 2.20 | 3,922,786 | 8,630,130 | 23,352,826 | Jan 04 |
| BCP GP Ltd | 10% Owner | Dec 29 '23 | Sale | 2.22 | 129,022 | 285,965 | 27,275,612 | Dec 29 |
| BCP GP Ltd | 10% Owner | Dec 28 '23 | Sale | 2.23 | 382,682 | 854,262 | 27,404,634 | Dec 29 |
| BCP GP Ltd | 10% Owner | Dec 27 '23 | Sale | 2.12 | 419,324 | 887,081 | 27,787,316 | Dec 27 |
| BCP GP Ltd | 10% Owner | Dec 26 '23 | Sale | 2.11 | 326,944 | 688,709 | 28,206,640 | Dec 27 |
| BCP GP Ltd | 10% Owner | Dec 22 '23 | Sale | 2.08 | 354,813 | 738,153 | 28,533,584 | Dec 27 |
| BCP GP Ltd | 10% Owner | Dec 21 '23 | Sale | 2.03 | 480,159 | 976,979 | 28,888,397 | Dec 22 |
| BCP GP Ltd | 10% Owner | Dec 20 '23 | Sale | 2.18 | 225,790 | 491,613 | 29,368,556 | Dec 22 |
| BCP GP Ltd | 10% Owner | Dec 19 '23 | Sale | 2.22 | 387,068 | 859,949 | 29,594,346 | Dec 19 |
| BCP GP Ltd | 10% Owner | Dec 18 '23 | Sale | 2.24 | 387,068 | 866,220 | 29,981,414 | Dec 19 |
| OCM Growth Holdings LLC | director, 10 percent owner: | Dec 18 '23 | Sale | 12.76 | 12,365 | 157,734 | 16,492,168 | Dec 19 |
| BCP GP Ltd | 10% Owner | Dec 15 '23 | Sale | 2.47 | 132,700 | 328,259 | 30,368,482 | Dec 19 |
| OCM Growth Holdings LLC | director, 10 percent owner: | Dec 15 '23 | Sale | 12.69 | 237,635 | 3,016,111 | 16,504,533 | Dec 19 |
| OCM Growth Holdings LLC | director, 10 percent owner: | Dec 12 '23 | Sale | 12.06 | 562,500 | 6,782,400 | 16,742,168 | Dec 14 |
| OCM Growth Holdings LLC | director, 10 percent owner: | Nov 13 '23 | Sale | 12.06 | 3,750,000 | 45,216,000 | 17,304,668 | Nov 16 |