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. In the quarter to June 2026, revenue grew 60.8%, EPS grew 47.4%, free cash flow grew 3.02% and total debt rose 224.4%, each against the same quarter a year earlier. Dividend growth for ten consecutive years, revenue growth for three, operating cash flow growth for three.

45.32 0.66 −1.44%
Market cap
$75.3B
P/E
26.0×
Fwd P/E
24.1×
Dividend yield
4.29%
F-score
2/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Insider Decisions trades per month

Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 75.13%

Capital & Financial Ratios $m

Market Cap 75,330.00
Revenue 5,737.00
Net Income 3,065.00
Free Cash Flow 2,341.00
Net Debt 2,046.00
Current Ratio 0.75
Debt/Equity 0.44
P/E ratio 26.05
Fwd P/E 24.10
P/S ratio 12.62 (above 10: high)
P/B ratio 7.88
Past 5Y EPS Growth 9.26%
This Y EPS Growth 11.30%
Next Y EPS Growth 17.43% (at or above 15%: strong)
Next Y revenue growth (96.24%) (below 0%: weak)
Next 5Y EPS Growth 14.95%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 12.20%
10-year low 10-year high
P/S against its own 10 years 16.18%
10-year low 10-year high
P/B against its own 10 years 29.84%
10-year low 10-year high

Dividends

Payout Ratio 1.13
Annual Dividend Rate 1.95
Annual Dividend Yield 4.29%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.06
0.50
0.50
0.50
2025 0.06
0.44
0.44
0.44
0.44
2024 1.52
0.38
0.38
0.38
0.38
2023 1.28
0.32
0.32
0.32
0.32
2022 0.56
0.14
0.14
0.14
0.14
2021 0.52
0.13
0.13
0.13
0.13
2020 0.48
0.12
0.12
0.12
0.12
2019 0.64
0.11
0.11
0.11
0.11
0.11
0.11
2018 0.40
0.10
0.10
0.10
0.10
2017 0.56
0.09
0.09
0.09
0.09
0.09
0.09
2016 0.47
0.09
0.13
0.09
0.09
0.09
predictions special payouts not included in total or ratios

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%

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.

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.

Target Price Range

Analyst price targets

Recommendation Rating

2.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low — — — — — — 26.76 28.26 37.19 41.78

Analyst estimates 2026–2028

Powerpack
High — — — — — — 36.50 40.85 59.58 64.10
People
People Employees — — — — — — — — 250,000 250,000
Revenue/emp, $m — — — 0.00 0.00 0.00 0.00 0.00 0.02 0.02
Income, $m
Income, $m Revenue — — — 2,218 2,275 3,047 37 383 3,980 4,817
Gross margin, % — — — 0.00 0.00 0.00 100.00 100.00 100.00 100.00
EBT — — — 1,731 787 3,307 19 451 2,546 2,925
EBT margin, % — — — 78.04 34.58 108.53 51.35 117.75 63.97 60.72
Net income — — — 1,952 403 1,845 19 451 2,108 2,398
Depreciation — — — — — — — — 14 40
Per share, $
Per share, $ Revenue — — — 5.38 5.52 7.40 0.09 0.98 2.48 2.99
Earnings — — — 4.74 0.98 4.47 0.05 1.12 1.33 1.54
Cash flow — — — 2.05 4.58 3.46 0.00 1.30 1.01 1.30
Capex — — — 0.00 0.00 0.00 0.00 (0.10) (0.03) 0.00
Free cash flow — — — 2.05 4.58 3.46 0.00 1.19 0.98 1.30
Book value — — — 0.00 22.17 23.83 6.00 5.32 5.67 5.53
Shares, m — — — 412 412 412 396 392 1,603 1,612
Valuation, ×
Valuation, × P/E — — — 17.91 17.91 17.91 17.91 34.36 41.05 34.02
P/S — — — 0.00 0.00 0.00 0.00 39.71 21.83 17.53
P/B — — — 1.97 1.97 1.97 19.47 7.29 9.56 9.48
EV/Sales — — — 0.00 0.00 0.00 0.00 41.99 21.91 17.73
EV/FCF — — — 0.00 0.00 0.00 0.00 34.43 59.92 43.93
Cash, $m
Cash, $m Operating cash flow — — — 846 1,887 1,424 (2) 508 1,612 2,101
Capex — — — (1) (21) (35) (13) (41) (41) —
Free cash flow — — — 846 1,887 1,424 (2) 467 1,571 2,101
Balance, $m
Balance, $m Working capital — — — — — — (1) (185) 949 (493)
Total debt — — — — 4,796 4,538 — — 251 2,940
Net debt — — — — 2,688 2,057 (1) (9) (384) 940
Shareholders’ equity — — — — 9,132 9,818 2,377 2,085 9,088 8,912
Returns, %
Returns, % ROA — — — 0.00 0.00 7.68 0.13 14.17 24.97 15.93
ROIC — — — — 0.00 0.00 (0.05) (0.30) 16.67 18.32
ROE — — — 0.00 0.00 19.47 0.31 20.22 38.81 27.61
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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 $182.1B 24.5× 14.8× +19.10% (above 0%: growing) +45.24% (above 0%: growing) −12.31% (below 0%: shrinking) 100.00% 30.03% Compare
BX Blackstone Inc. $135.6B 23.8× 19.3× +35.89% (above 0%: growing) +57.14% (above 0%: growing) +125.08% (above 0%: growing) 100.00% 55.78% Compare
KKR KKR & Co. Inc. $78.7B 25.7× 25.9× +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. $75.3B 26.0× 24.1× +60.83% (above 0%: growing) +47.37% (above 0%: growing) +3.02% (above 0%: growing) 100.00% 65.83%
APO Apollo Global Management Inc. $66.1B 39.6× 15.6× +63.68% (above 0%: growing) +118.00% (above 0%: growing) +128.29% (above 0%: growing) 100.00% 22.42% Compare
STT State Street Corporation $46.0B 13.1× 13.4× +5.36% (above 0%: growing) +40.48% (above 0%: growing) +65.74% (above 0%: growing) 66.12% 0.00% Compare
AMP Ameriprise Financial, Inc. $44.4B 11.9× 10.7× +12.91% (above 0%: growing) +11.40% (above 0%: growing) +65.06% (above 0%: growing) 100.00% 29.70% Compare
ARES Ares Management Corporation $37.7B 51.5× 21.0× +5.81% (above 0%: growing) +6.52% (above 0%: growing) −197.89% (below 0%: shrinking) 100.00% 17.40% Compare
NTRS Northern Trust Corporation $30.3B 14.1× 15.2× +16.99% (above 0%: growing) +98.60% (above 0%: growing) −113.28% (below 0%: shrinking) 64.06% 0.00% Compare
Median of peers $56.1B 24.2× 15.4× +14.95% +42.86% +65.40% 100.00% 19.91%

All 120 Asset Management stocks →

Brookfield Asset Management Ltd. (BAM) key facts

  • Strength: Brookfield Asset Management Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $4.8 billion, up 21.0% from fiscal 2024.
  • Brookfield Asset Management Ltd. (BAM) is an Asset Management company in the Financial sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, BAM traded at $45.32, a market capitalization of $75.3 billion.
  • Brookfield Asset Management Ltd. pays an annual dividend of $1.95 per share, a yield of 4.29%, with a payout ratio of 113.1%.
  • Return on equity was 27.6% and debt-to-equity 0.44.
  • Its Piotroski F-score is 2 out of 9 for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Brookfield Asset Management Ltd. (BAM) Latest News

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