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Brookfield Asset Management Ltd.

BAM Financial Asset Management

Brookfield Asset Management Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $4.8 billion, up 21.0% from fiscal 2024.

Revenue
+60.8%
EPS
+47.4%
Free cash flow
+3.02%
Total debt
+224.4%

Quarter to June 2026, against a year earlier

52.70 0.24 +0.46%
Market cap
$85.9B
P/E
30.3×
Fwd P/E
22.8×
Dividend yield
3.69%
F-score
2/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a
Overview Business Profile Earnings & Analysis
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios
Segments Valuation Filings

Insider Decisions last twelve months

Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 73.19%

Capital & Financial Ratios $m

Size
Market Cap 85,940.00
Revenue ttm 5,737.00
Net income ttm 3,065.00
Free cash flow ttm 2,341.00
Net debt Q 2,046.00
Valuation
P/E 30.26
Forward P/E 22.80
Price / sales 14.66 (above 10: high)
Forward P/S Powerpack
Price / FCF 38.52
Price / book 9.16
Financial health
Current ratio Q 0.75
Debt / equity Q 0.44
Interest coverage Q 19.23
Growth
Revenue growth Q +60.83% (above 0%: growing)
Operating income growth Q +102.46% (above 0%: growing)
EPS, this year +10.87%
EPS, next year A +17.79% (at or above 15%: strong)
Revenue, next year A −96.17% (below 0%: weak)
EPS, past 5 yrs +9.26%
EPS, next 5 yrs A +14.36%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 28.86%
10-year low 10-year high
P/S against its own 10 years 28.38%
10-year low 10-year high
P/B against its own 10 years 49.39%
10-year low 10-year high

Dividends raised 5 years running

Yield
3.69%
Annual rate
1.95
Payout ratio
113.1%
Growth, 2017–25
+15.3%/yr
  1. 0.56 ’17
  2. 0.40 ’18 −29
  3. 0.64 ’19 +60
  4. 0.48 ’20 −25
  5. 0.52 ’21 +8
  6. 0.56 ’22 +8
  7. 1.28 ’23 +129
  8. 1.52 ’24 +19
  9. 1.75 ’25 +15
  10. 0.06 ’26e −97
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 9 635 2,000 2,009
Receivables 886 2,983 3,613 3,537
Inventory — — — —
Other 40 75 — —
935 3,618 5,613 5,546
2023 2024 2025 Q'26
Payables 859 1,349 2,459 2,182
ST’ Debt — — 2,478 3,466
Other — 228 449 481
1,120 2,669 6,106 7,409

Compound Annual Growth %

10y 5y 3y
Sales — 16.19% 406.83%
Cash Flow — 2.18% 0.00%
Earnings — 43.87% 407.60%
Book Value — (0.49%) 55.35%

Earnings Trends EPS, adjusted, against the consensus

Q2 FY26 Estimate 0.44 Actual 0.44

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q3 FY25 0.40 0.41 Beat by 0.01
Q4 FY25 0.43 0.47 Beat by 0.04
Q1 FY26 0.42 0.43 Beat by 0.01
Q2 FY26 0.44 0.44 Met by 0.00
Q3 FY26 0.47 — Reports 6 November 2026

EPS $

Mar Jun Sep Dec Year
’26 0.38 0.56 — — —
’25 0.36 0.38 0.44 0.34 1.52
’24 0.27 0.30 0.33 0.42 1.33
’23 0.32 0.28 0.30 0.23 1.12
’22 — — 0.91 0.31 0.05
’21 — — — — 4.47
’20 — — — — 0.98
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 1,338 1,753 — — —
’25 1,081 1,090 1,252 1,394 4,817
’24 884 916 1,117 1,063 3,980
’23 138 47 38 160 383
’22 — — 792 958 37
’21 — — — — 3,047
’20 — — — — 2,275
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 338 545 — — —
’25 114 529 752 706 2,101
’24 516 393 567 136 1,612
’23 133 133 123 119 508
’22 — — 1,964 (2) (2)
’21 — — — — 1,424
’20 — — — — 1,887
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 338 545 — — —
’25 114 529 752 706 2,101
’24 478 354 528 95 1,571
’23 92 133 123 119 467
’22 — — 1,964 (2) (2)
’21 — — — — 1,424
’20 — — — — 1,887
Fiscal quarters ending in the months shown.

Valuation

The price implies the dividend a share growing 9.1% a year for ten years.

Implied
9.1%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

2.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — — — 2,218 2,275 3,047 37 383 3,980 4,817 5,737 +13.8% 184 214 239 (63.3%)
Gross margin, % — — — 0.00 0.00 0.00 100.00 100.00 100.00 100.00 100.00 +100.0 pt
EBT — — — 1,731 787 3,307 19 451 2,546 2,925 3,714 +9.1%
EBT margin, % — — — 78.04 34.58 108.53 51.35 117.75 63.97 60.72 64.74 (17.3) pt
Net income — — — 1,952 403 1,845 19 451 2,108 2,398 3,065 +3.5%
Per share, $
Per share, $ Revenue — — — 5.38 5.52 7.40 0.09 0.98 2.48 2.99 3.59 (9.3%)
Earnings — — — 4.74 0.98 4.47 0.05 1.12 1.33 1.54 1.74 (17.1%)
Cash flow — — — 2.05 4.58 3.46 0.00 1.30 1.01 1.30 1.47 (7.3%)
Capex — — — 0.00 0.00 0.00 0.00 (0.10) (0.03) 0.00 0.00 n/m
Free cash flow — — — 2.05 4.58 3.46 0.00 1.19 0.98 1.30 1.47 (7.3%)
Book value — — — 0.00 22.17 23.83 6.00 5.32 5.67 5.53 5.75 n/m
Shares, m — — — 412 412 412 396 392 1,603 1,612 1,607 +25.5%
Valuation, ×
Valuation, × P/E — — — 17.91 17.91 17.91 17.91 34.36 41.05 34.02 30.26 25.9
P/S — — — 0.00 0.00 0.00 0.00 39.71 21.83 17.53 14.66 11.3
P/B — — — 1.97 1.97 1.97 19.47 7.29 9.56 9.48 9.16 7.4
EV/Sales — — — 0.00 0.00 0.00 0.00 41.99 21.91 17.73 — 11.7
EV/FCF — — — 0.00 0.00 0.00 0.00 34.43 59.92 43.93 — 19.8
Cash, $m
Cash, $m Operating cash flow — — — 846 1,887 1,424 (2) 508 1,612 2,101 2,341 +16.4%
Capex — — — (1) (21) (35) (13) (41) (41) — (157) +121.5%
Free cash flow — — — 846 1,887 1,424 (2) 467 1,571 2,101 2,341 +16.4%
Balance, $m
Balance, $m Working capital — — — — — — (1) (185) 949 (493) (1,863) +690.0%
Net debt — — — — 2,688 2,057 (1) (9) (384) 940 2,046 (19.0%)
Shareholders’ equity — — — — 9,132 9,818 2,377 2,085 9,088 8,912 9,188 (0.5%)
Returns, %
Returns, % ROA — — — 0.00 0.00 7.68 0.13 14.17 24.97 15.93 15.49 +15.9 pt
ROIC — — — — 0.00 0.00 (0.05) (0.30) 16.67 18.32 19.65 +18.3 pt
ROE — — — 0.00 0.00 19.47 0.31 20.22 38.81 27.61 30.56 +27.6 pt
People
People Employees — — — — — — — — 250,000 250,000 — 0.0%
Revenue/emp, $m — — — 0.00 0.00 0.00 0.00 0.00 0.02 0.02 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Business profile

Updated

Brookfield Asset Management is an alternative asset manager headquartered in New York. It was incorporated in 2022. It invests clients’ capital for the long term, with a focus on real assets and essential-service businesses. It also invests Brookfield capital alongside its clients.

Its offerings span infrastructure, renewable power and transition, private equity, real estate, and credit. These strategies give investors access to assets and businesses ranging from utilities and data centers to industrial companies, property and loans. Brookfield had over $1 trillion of Assets Under Management as of December 31, 2025.

Brookfield Asset Management Ltd. vs peers in Asset Management (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
BLK BlackRock $190.2B 26.3× 14.8× +19.10% (above 0%: growing) +25.53% (above 0%: growing) −12.31% (below 0%: shrinking) 100.00% 30.03% Compare
BX Blackstone Inc. $149.0B 26.8× 19.9× −0.83% (below 0%: shrinking) +3.75% (above 0%: growing) +125.08% (above 0%: growing) 100.00% 51.28% Compare
KKR KKR & Co. Inc. $88.2B 29.3× 13.9× +12.52% (above 0%: growing) +39.62% (above 0%: growing) +762.68% (above 0%: growing) 37.79% 6.89% Compare
BAM Brookfield Asset Management Ltd. $85.9B 30.3× 22.8× +60.83% (above 0%: growing) +47.37% (above 0%: growing) +3.02% (above 0%: growing) 100.00% 65.83%
APO Apollo Global Management Inc. $69.3B — (loss-making) 14.4× −51.76% (below 0%: shrinking) n/m +128.29% (above 0%: growing) 100.00% (29.25%) Compare
STT State Street Corporation $45.0B 13.3× 12.6× +5.36% (above 0%: growing) +32.86% (above 0%: growing) −75.12% (below 0%: shrinking) 66.12% 0.00% Compare
AMP Ameriprise Financial, Inc. $44.2B 11.3× 10.8× +6.80% (above 0%: growing) +31.68% (above 0%: growing) −33.84% (below 0%: shrinking) 100.00% 35.49% Compare
ARES Ares Management Corporation $44.2B 69.2× 22.4× −13.53% (below 0%: shrinking) −21.50% (below 0%: shrinking) −197.89% (below 0%: shrinking) 100.00% 19.87% Compare
NTRS Northern Trust Corporation $31.0B 13.4× 12.6× +3.27% (above 0%: growing) +48.70% (above 0%: growing) +366.41% (above 0%: growing) 62.08% 0.00% Compare
Median of peers $57.1B 26.3× 14.2× +4.32% +31.68% +56.39% 100.00% 13.38%

All 121 Asset Management stocks →

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 92.87%
Held by the ten largest 83.70%
Holder Shares Stake Change
Brookfield Corp /ON/ 1.19b 74.69% 0.00
Partners Value Investments L.P. 29.59m 1.85% 0.00
Capital Group 21.84m 1.37% +3.03m
Royal Bank of Canada 21.26m 1.33% +1.55m
Vanguard 19.67m 1.23% +522.74k
Principal Financial 13.57m 0.85% +817.53k
TD 12.60m 0.79% −2.52m
BMO 10.75m 0.67% +241.38k
Mackenzie Investments 7.75m 0.49% −2.02m
Morgan Stanley 6.88m 0.43% +1.11m
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Brookfield Asset Management Ltd. (BAM) Latest News

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BAM metrics, ten years each

stockrow.com/BAM · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com