
Brookfield Asset Management Ltd.
BAMNYSEFinancial ServicesAsset Management
Latest quote
$52.29
+$0.78 · +1.51%
BAM company overview
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GoAI snapshot
AI-powered factor overview
GoAI score
Hold
Wait — insufficient conviction to act
Valuation
33
Expensive
Momentum
40
Weakening
Sentiment
75
Bullish
Risk resilience
61
Moderate Risk
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Company profile
Company websiteBrookfield 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.
- Industry
- Asset Management
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Connor David Teskey
- Listed since
- Dec 1, 2022
- Employees
- 5,800
Market position
- Volume
- 1.57M
- 0.54× average
- Average volume
- 2.89M
- Average daily volume
- Market cap
- 83.51B USD
- Beta
- 1.25
- Market reference 1
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 63.58B USD
- P/E (TTM)
- 30.06×
- P/B (TTM)
- 1.8×
- P/S (TTM)
- 15.45×
- EV / EBITDA
- 19.65×
- Earnings yield
- 4.04%
- Free cash flow yield
- 3.42%
- Dividend yield
- 3.59%
Profitability & efficiency
- Gross margin
- 80.17%
- Operating margin
- 60.60%
- Net margin
- 51.60%
- Return on equity
- 27.93%
- Return on assets
- 14.44%
- Return on invested capital
- 14.45%
Financial health
- Debt / equity
- 5.69×
- Current ratio
- 4.2×
- Altman Z-score
- 0.23
- Piotroski F-score
- 4 of 9
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 4.61B USD | 3.98B USD | 4.06B USD | 3.63B USD | 2.79B USD |
| Cost of goods sold | 1.37B USD | 1.15B USD | 1.05B USD | 700M USD | 703M USD |
| Gross profit | 3.24B USD | 2.83B USD | 3.01B USD | 2.93B USD | 2.09B USD |
| Selling, general, and administrative | 56M USD | 64M USD | 56M USD | 81M USD | 132M USD |
| Operating expenses | 201M USD | 64M USD | 56M USD | 81M USD | 18M USD |
| Interest income | 129M USD | — | — | — | — |
| Interest expense | 115M USD | 136M USD | 71M USD | 3M USD | 171M USD |
| Depreciation and amortization | 40M USD | 14M USD | 14M USD | 13M USD | 11M USD |
| Operating income | 3.03B USD | 2.76B USD | 2.96B USD | 2.85B USD | 2.07B USD |
| Net income | 2.49B USD | 2.17B USD | 1.84B USD | 1.92B USD | 1.87B USD |
Company facts updated Aug 24, 2026.
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Rating distribution
20 ratingsCorporate actions
Annual dividends per share
Cash distributions grouped by calendar year; partial years are marked.
$1.75
2025 complete year+36.7% since 2023
2026 partial: $1.005
$1.28
2,023
$1.52
2,024
$1.75
2,025
$1.005
2,026*
* Partial calendar year in the available dividend history.
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
DividendUpcoming | Aug 31, 2026 | $0.5025Quarterly | Aug 31, 2026 | Sep 29, 2026 |
Dividend | May 29, 2026 | $0.5025Quarterly | May 29, 2026 | Jun 30, 2026 |
Dividend | Feb 27, 2026 | $0.5025Quarterly | Feb 27, 2026 | Mar 31, 2026 |
Dividend | Nov 28, 2025 | $0.4375Quarterly | Nov 28, 2025 | Dec 31, 2025 |
Dividend | Aug 29, 2025 | $0.4375Quarterly | Aug 29, 2025 | Sep 29, 2025 |
Dividend | May 30, 2025 | $0.4375Quarterly | May 30, 2025 | Jun 30, 2025 |
Ex-dividend Aug 31, 2026
$0.5025
Quarterly
Record Aug 31, 2026 · Payment Sep 29, 2026
Ex-dividend May 29, 2026
$0.5025
Quarterly
Record May 29, 2026 · Payment Jun 30, 2026
Ex-dividend Feb 27, 2026
$0.5025
Quarterly
Record Feb 27, 2026 · Payment Mar 31, 2026
Ex-dividend Nov 28, 2025
$0.4375
Quarterly
Record Nov 28, 2025 · Payment Dec 31, 2025
Ex-dividend Aug 29, 2025
$0.4375
Quarterly
Record Aug 29, 2025 · Payment Sep 29, 2025
Ex-dividend May 30, 2025
$0.4375
Quarterly
Record May 30, 2025 · Payment Jun 30, 2025
BAM peers
ETFs holding BAM
Funds reporting this stock among their holdings, ordered by reported position size.
Vanguard Russell 1000 Growth ETFVONG27.63M0.05%51.6B USD0.06%$125.99+0.37%
VanEck Alternative Asset Manager ETFGPZ11.72M4.59%258.28M USD0.40%$25.01+1.05%
Motley Fool Global Opportunities ETFTMFG8.77M2.44%354.58M USD0.85%$31.76+0.51%
Invesco Russell 1000 Dynamic Multifactor ETFOMFL5.99M0.12%4.82B USD0.29%$70.68+0.45%
Invesco S&P International Developed Quality ETFIDHQ3.49M0.34%1.04B USD0.29%$46.06+0.85%
Vanguard Russell 1000 ETFVONE3.06M0.03%11.5B USD0.06%$347.1+0.40%
ARS Core Equity Portfolio ETFACEP2.57M2.45%86.86M USD0.45%$20.9653+0.12%
Vanguard Russell 3000 ETFVTHR1.55M0.03%6.1B USD0.06%$338.91+0.49%
Vanguard Russell 1000 Growth ETFVONG- Market value
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- Weight
- 0.05%
- AUM
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- Expense ratio
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VanEck Alternative Asset Manager ETFGPZ- Market value
- 11.72M
- Weight
- 4.59%
- AUM
- 258.28M USD
- Expense ratio
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- Price / 1D
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Motley Fool Global Opportunities ETFTMFG- Market value
- 8.77M
- Weight
- 2.44%
- AUM
- 354.58M USD
- Expense ratio
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- Price / 1D
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Invesco Russell 1000 Dynamic Multifactor ETFOMFL- Market value
- 5.99M
- Weight
- 0.12%
- AUM
- 4.82B USD
- Expense ratio
- 0.29%
- Price / 1D
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Invesco S&P International Developed Quality ETFIDHQ- Market value
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- Weight
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- AUM
- 1.04B USD
- Expense ratio
- 0.29%
- Price / 1D
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Vanguard Russell 1000 ETFVONE- Market value
- 3.06M
- Weight
- 0.03%
- AUM
- 11.5B USD
- Expense ratio
- 0.06%
- Price / 1D
- $347.1+0.40%
ARS Core Equity Portfolio ETFACEP- Market value
- 2.57M
- Weight
- 2.45%
- AUM
- 86.86M USD
- Expense ratio
- 0.45%
- Price / 1D
- $20.9653+0.12%
Vanguard Russell 3000 ETFVTHR- Market value
- 1.55M
- Weight
- 0.03%
- AUM
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- Expense ratio
- 0.06%
- Price / 1D
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