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Brookfield Asset Management Ltd. (BAM) stock

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NYSE: BAM NYSE Asset Management & Custody Banks Next results ~November 6, 2026

B+ Fundamentals grade

Brookfield Asset Management Ltd. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$19

Valuation models combined (4)

Base case. Range ~$15–$22. Weighted average of 4 models (forward price-to-earnings vs peers, residual income, justified price-to-book, dividend discount (two-stage)), the forward price-to-earnings vs peers counting double.

Price vs value

Overvalued

The price is above our entire value range; our base value is 64% below it.

Price used: $51.47, November 2, 2026

Brookfield Asset Management Ltd. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Funds278 adding, 276 cuttingOf 51 active managers that changed their stake, 27 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Brookfield Asset Management files

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 6, 2026 (estimated)

Brookfield Asset Management Ltd.'s trailing-twelve-month revenue grew 31.9% year on year, with a free-cash-flow margin of 40.3%. Where it stands out: net margin of 53.4% ranks 2 of 43 asset management & custody banks companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 72.8% while net income grew 32.8%: a 40pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 31.9% over the last 12 months, against a median of 17.2% for asset management & custody banks companies we cover.
  • Growth speeding up. The growth rate is 10.4 points higher than a quarter earlier.
  • Strong cash generation. 40.3% of revenue turned into free cash flow.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Results due soon. Results are expected around 5 November; the share price can move sharply on the day.
  • Priced above our value. The share price of $51.47 is 64% above our value per share of $19.
  • Weak cash conversion. Free cash flow was 75% of net income over the last 12 months.
  • Short interest rising. Shares sold short rose 27% in a month to 6.2% of tradable shares.

Latest results: FY2026 Q2

Filed August 10, 2026
Earnings per share
$0.44 against an average estimate of $0.44: beat by 0.4%
Revenue
$1.75bn, up 60.8% on a year earlier
Share reaction
-0.3% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 6, 2026; average EPS estimate $0.46

Brookfield Asset Management's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+6.7%
  • 1 week+9.4%
  • 1 month+14.8%
  • This year+1.3%
  • 1 year-1.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$5.7B
Net margin
53.4%

Growth

Revenue growth
+31.9%
Change in growth rate
+10.4 pts

Earnings

Last results
August 6, 2026
Next results (est.)
November 5, 2026

News & updates

Updated November 3, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Our research
  2. Announcement
  3. Announcement
  4. Announcement
  5. Announcement
  6. Announcement
  7. Announcement
  8. Announcement
  9. Results
  10. Deal
  11. Announcement
  12. Announcement
  13. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Brookfield Asset Management Ltd. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03
Sell12-month view
12-month price target
~$19
Price used
$50.96close November 3, 2026
Implied change
▼ 63%
Uncertainty
Low

How we got here: the combined value of 4 valuation models built for a business like Brookfield Asset Management Ltd. (see the models table below and how they are combined) , with a 9.5% cost of equity. The models span ~$15–~$22; that spread sets a 15% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Valuation models

We value Brookfield Asset Management Ltd. as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 9.5%: the 10-year Treasury yield (4.9%) plus a beta of 1.01 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$19 ~$16–$25 Primary model, counts double
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$15 ~$13–$17 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$18 ~$16–$20 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$8.5 ~$8.9–$23 Left out: out of range vs price (0.17x)
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. ~$22 ~$19–$26 Included
Combined value Weighted average of the models that apply: the primary model (forward price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$19 ~$15–$22 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Brookfield Asset Management Ltd. with asset managers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 6, 2026, before the open. Analysts expect revenue of $1.6bn and EPS of $0.46 (range $0.45 to $0.50) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.83 +11% $6.2bn +29%
Next $2.15 +18% $7.2bn +16%

Next year's EPS estimate has moved −0.7% in 90 days, across 18 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −0.5% on 90 days ago. In the last 30 days, 1 analyst raised Brookfield Asset Management Ltd.'s forecast and 4 cut it.

Consensus EPS forecast Brookfield Asset Management Ltd., last 90 days
$1.80 $1.90 $2.00 $2.10 $2.20 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.84 Current fiscal year, 60 days ago: $1.83 Current fiscal year, 30 days ago: $1.83 Current fiscal year, 7 days ago: $1.83 Current fiscal year, Now: $1.83 $1.83 Next fiscal year, 90 days ago: $2.17 Next fiscal year, 60 days ago: $2.17 Next fiscal year, 30 days ago: $2.17 Next fiscal year, 7 days ago: $2.15 Next fiscal year, Now: $2.15 $2.15

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.84$2.17
60 days ago $1.83$2.17
30 days ago $1.83$2.17
7 days ago $1.83$2.15
Now $1.83$2.15

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.44 $0.44 +0.4%
Mar 2026 $0.42 $0.43 +3.4%
Dec 2025 $0.44 $0.47 +7.6%
Sept 2025 $0.40 $0.41 +2.4%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 6, 2026

No numeric guidance in Brookfield Asset Management Ltd.'s latest earnings release (filed August 6, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

19 analysts, Oct 2026
Buy1053%
Hold842%
Sell15%

Monthly trend

  1. Oct 202637819
  2. Sep 202636818
  3. Aug 202636818
  4. Jul 202636818

Counts of recommendations published by analysts covering Brookfield Asset Management Ltd., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
6.3%
of tradable shares
Days to cover
7.17
at average volume
Short interest, 1 month
+27%
to October 15, 2026
Held by institutions
90%
of shares
Held by insiders
3.6%
of shares
Employees
5,800
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Calendar year 2023202420252026 to date
Return
BAM+46%+40%−0%+1%
Industry peers (median)+19%+15%−4%−6%
S&P 500+26%+25%+18%+11%
Months that ended higher
BAM67%67%33%55%
S&P 50067%75%75%46%
Largest fall from a high during the year
BAM−21%−12%−30%−21%
S&P 500−10%−8%−19%−9%

Worst fall since December 1, 2022: 30% from July 24, 2025 to March 24, 2026. Getting back needed a 44% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$42.02 – $55.32
From 52-week high
−7.0%
vs 50-day average
+9.3%
vs 200-day average
+9.2%
Volatility (1 year)
31%
Beta vs S&P 500
1.26

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 2 down
typical move ±1.7%
After a week
5 up, 2 down
typical move ±5.7%
After a month
2 up, 5 down
typical move ±5.1%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 −0.3% +0.5% +6.1% −2.9%
May 8, 2026 +0.3% +1.1% −1.8% −2.4%
February 4, 2026 +2.7% −1.7% +10.5% −1.7%
November 7, 2025 +0.5% +1.7% −3.2% +3.1%
August 6, 2025 −1.0% +0.7% +1.6% −4.6%
May 6, 2025 +3.5% −0.4% +8.1% +5.8%
February 12, 2025 +3.4% +0.7% +8.4% −15.0%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Brookfield Asset Management Ltd.’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Implied vs realised volatility

Includes results

A results date falls inside these options’ life. Implied volatility is meant to be higher for that, so we do not call it rich.

  • Implied is 1.12× the last 60 days’ realised volatility .
  • Puts are priced 4 points richer than calls (25-delta): the market is paying up for downside protection, which favours selling puts over calls.
  • Why: an earnings date falls inside the option's life, so implied volatility is expected to be high.

Our rule for “rich”: implied at least 1.2× 60-day realised (beyond measurement noise), above 1-year realised (not just a calm spell), and in the top 20% of our coverage that day. Never with results inside the option’s life. These are our conventions, built on research showing option prices usually imply more movement than follows, most when the gap is wide. How we judge this.

Cash-secured put

Not offered: rated Sell.

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

BAM Brookfield Asset Management Ltd. Grade B+ $51.52

Own 100 shares, sell the $52.50 call expiring December 18, 2026 (46 days) for $1.55 a share — $155 per contract.

Previous session · Bid $1.55, ask $1.90, quoted Mon 2 Nov, 17:15 New York time with BAM at $51.52. Option prices move with the shares: check the live chain at your broker before trading.

  • If BAM ends below $52.50: you keep your shares and the $155 — 3.0% extra on the position, 23.9% a year at that pace.
  • If it ends above $52.50: your shares are sold at $52.50, a total return of 4.9% including the premium — at or above our value of ~$19.
$253 $0 −$999 Break-even $49.97 Price $51.52 ← Our value ~$19
Profit or loss per contract at expiry, by share price (including the shares bought at today's price).
Premium
$155
Annualised
23.9%
Break-even
$49.97
Max gain
$253.5
Chance of selling
~47%

Results are expected around November 5, 2026, before this option expires: the share price can jump on results, and the premium partly reflects that.

Collar

Not offered: no liquid put and call pair for the same expiry.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Brookfield Asset Management Ltd. in five measures

Fundamentals grade B+
Growth Profitability Cash Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Brookfield Asset Management Ltd.
$2B $3B $4B $5B $6B FY19 Q4 FY21 Q4 FY24 Q4 FY25 Q2 FY25 Q4 FY26 Q2 Revenue (TTM), FY19 Q4: $2.2B Revenue (TTM), FY20 Q4: $2.2B Revenue (TTM), FY21 Q4: $3.1B Revenue (TTM), FY22 Q2: $3.4B Revenue (TTM), FY24 Q4: $4B Revenue (TTM), FY25 Q1: $4.2B Revenue (TTM), FY25 Q2: $4.4B Revenue (TTM), FY25 Q3: $4.5B Revenue (TTM), FY25 Q4: $4.8B Revenue (TTM), FY26 Q1: $5.1B Revenue (TTM), FY26 Q2: $5.7B $5.7B

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue (TTM)
FY19 Q4 $2.2B
FY20 Q4 $2.2B
FY21 Q4 $3.1B
FY22 Q2 $3.4B
FY24 Q4 $4B
FY25 Q1 $4.2B
FY25 Q2 $4.4B
FY25 Q3 $4.5B
FY25 Q4 $4.8B
FY26 Q1 $5.1B
FY26 Q2 $5.7B
Revenue growth, TTM YoY Brookfield Asset Management Ltd.
-20% 0% 20% 40% 60% FY20 Q4 FY21 Q4 FY25 Q4 FY26 Q1 FY26 Q2 Revenue growth, TTM YoY, FY20 Q4: -0.9% Revenue growth, TTM YoY, FY21 Q4: 43.3% Revenue growth, TTM YoY, FY25 Q4: 21.0% Revenue growth, TTM YoY, FY26 Q1: 21.5% Revenue growth, TTM YoY, FY26 Q2: 31.9% 31.9%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue growth, TTM YoY
FY20 Q4 -0.9%
FY21 Q4 43.3%
FY25 Q4 21.0%
FY26 Q1 21.5%
FY26 Q2 31.9%
FCF margin (TTM) Brookfield Asset Management Ltd.
0% 50% 100% FY19 Q4 FY21 Q4 FY25 Q1 FY25 Q3 FY26 Q2 FCF margin (TTM), FY19 Q4: 38.1% FCF margin (TTM), FY20 Q4: 82.0% FCF margin (TTM), FY21 Q4: 45.6% FCF margin (TTM), FY24 Q4: 37.2% FCF margin (TTM), FY25 Q1: 25.8% FCF margin (TTM), FY25 Q2: 30.8% FCF margin (TTM), FY25 Q3: 33.7% FCF margin (TTM), FY25 Q4: 43.3% FCF margin (TTM), FY26 Q1: 45.4% FCF margin (TTM), FY26 Q2: 40.3% 40.3%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period FCF margin (TTM)
FY19 Q4 38.1%
FY20 Q4 82.0%
FY21 Q4 45.6%
FY24 Q4 37.2%
FY25 Q1 25.8%
FY25 Q2 30.8%
FY25 Q3 33.7%
FY25 Q4 43.3%
FY26 Q1 45.4%
FY26 Q2 40.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 20-F, 40-F, F-1/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 2,173 2,154 3,087 4,062 3,980 4,817 5,737
Net income 2,097 557 2,828 2,137 2,108 2,398 3,065
Diluted EPS — — — $1.13 — — —
Growth (year on year)
Revenue — −0.9% +43.3% +31.6% −2.0% +21.0% +31.9%
Net income — −73.4% +407.7% −24.4% −1.4% +13.8% +32.8%
Margins
Net margin 96.5% 25.9% 91.6% 52.6% 53.0% 49.8% 53.4%
Free-cash-flow margin 38.1% 82.0% 45.6% 35.0% 40.3% 43.4% 40.3%
Cash flow
Cash from operations 829 1,786 1,443 1,439 1,612 2,101 2,334
Capital spending 1 20 35 17 8 9 22
Free cash flow 828 1,766 1,408 1,422 1,604 2,092 2,312
Stock-based pay 182 99 199 33 103 123 140
Free cash flow after stock pay 646 1,667 1,209 1,389 1,501 1,969 2,172
Balance sheet
Cash — 2,101 2,494 9 404 1,583 1,503
Total debt — — — 0 0 0 4,084
Net debt (negative = net cash) — −2,101 −2,494 −9 −404 −1,583 2,581
Diluted shares — — — 397m — — —
Returned to shareholders
Dividends — — — 2,101 2,478 2,818 3,020
Buybacks — — — 319 0 412 872
Total returned — — — 2,420 2,478 3,230 3,892

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$872M
Dividends (TTM)
$3B
Returned to shareholders
168%
of free cash flow
Buybacks, last 3 fiscal years
$731M
Total shareholder yield
4.7%
dividends 3.7% + buybacks 1.1% of market value
Dividend payout ratio
99%
of net income paid out

Competitors: side by side with peers

Closest by revenue in asset management & custody banks
Last 12 months unless stated BAM ARES TPG IVZ TROW CG Median
Revenue, last 12 months $5.7bn $5.3bn $5.1bn $6.9bn $7.7bn $3.6bn $858m
Revenue growth, last 12 months 31.9% 28.5% 30.1% 12.2% 6.9% −41.9% 17.2%
Revenue growth, 3-year average — 18.9% 31.0% 6.3% 6.7% 4.9% 10.2%
Revenue growth, latest quarter 60.8% 24.3% 100.0% 20.5% 5.9% −28.6% 14.4%
Gross margin — — — — 99.9% 98.2% 80.2%
Operating margin — — — −7.1% 32.0% — 25.8%
Operating margin, 3-year average — — — 0.1% 31.6% — 18.8%
Net margin 53.4% 12.0% 4.7% −4.5% 28.4% 10.1% 15.2%
Cash from operations / revenue 40.7% 17.2% 19.2% 29.1% 24.2% −110.7% 26.4%
Free-cash-flow margin 40.3% 17.2% 16.0% 27.8% 20.7% −114.2% 21.9%
Free-cash-flow margin, 3-year average 51.0% 47.3% 16.6% 23.4% 19.2% −41.0% 17.6%
Stock pay / revenue 2.4% 13.3% 17.5% 1.5% 2.8% 11.5% 3.7%
Change in share count — — 3.9% −0.6% −2.4% 0.5% −0.2%

Median of all 43 companies we cover in asset management & custody banks. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

43 asset management & custody banks companies
Measure Company Peer median Rank
Revenue growth Growth 31.9% 17.2% 15 of 43
Change in growth rate Growth +10.4pp +1.0pp 11 of 43
Net margin Profitability 53.4% 15.2% 2 of 43
Stock pay as % of revenue Cash generation 2.4% 4.3% 13 of 40

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue YoY
Infrastruture $1.3B ▲ 4.7%
Real Estate $986M ▲ 8.0%
Renewable Power and Transition $852M ▲ 26.4%
Credit $423M ▲ 77.0%
Private Equity $392M ▲ 21.7%

These categories overlap or exclude eliminations, so shares aren't shown.

Products and services
Line of business Revenue YoY
Management Service $3.4B ▲ 14.4%
Incentive Fees $560M ▲ 32.1%
Incentive Distributions $560M ▲ 32.1%

These categories overlap or exclude eliminations, so shares aren't shown.

Geography
Region Revenue YoY
United States $1.2B ▲ 2.2%
United Kingdom $862M ▲ 25.5%
Canada $779M ▲ 17.1%
Other Countries $515M ▲ 27.5%

These categories overlap or exclude eliminations, so shares aren't shown.

From Brookfield Asset Management Ltd.'s 10-K filed March 2, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$67B
Institutions reporting
620
Shares held vs prior quarter
▲ 0.6%
Positions opened / closed
63 / 66

Top buyers and sellers, Q2 2026: 278 institutions bought and 276 sold ; the biggest buyer was Caisse De Depot Et Placement Du Quebec (+3.0M shares) and the biggest seller FMR LLC (−3.8M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Brookfield Corp $53.5B 1.19B 79.8% 0.0%
Partners Value Investments L.P. $1.3B 29.6M 2.0% 0.0%
Royal Bank Of Canada $954M 21.3M 1.4% ▲ 7.9%
Principal Financial Group Inc $608M 13.6M 0.9% ▲ 6.4%
Capital World Investors $605M 13.5M 0.9% ▲ 28.2%
Vanguard Capital Management LLC $521M 11.6M 0.8% ▲ 0.3%
Mackenzie Financial Corp $493M 7.7M 0.7% ▼ 20.7%
TD Asset Management Inc $486M 10.8M 0.7% ▼ 19.2%
Bank Of Montreal $482M 10.8M 0.7% ▲ 2.3%
Capital International Investors $344M 7.7M 0.5% ▲ 0.5%
Morgan Stanley $308M 6.9M 0.5% ▲ 19.4%
Blackrock, Inc. $277M 6.2M 0.4% ▲ 11.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Brookfield Asset Management Ltd.'s complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 5, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • May 8, 2026
  • February 4, 2026
  • November 7, 2025
  • August 6, 2025
  • May 6, 2025

Recent SEC filings

Data status

When each part of this page on Brookfield Asset Management Ltd. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Brookfield Asset Management Ltd. in brief

What does Brookfield Asset Management Ltd. do?
Brookfield Asset Management Ltd. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.
What is Brookfield Asset Management Ltd.'s stock ticker?
Brookfield Asset Management Ltd. trades under the ticker BAM on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Brookfield Asset Management Ltd.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Brookfield Asset Management Ltd. reported revenue of $5.7B, 31.9% higher than a year earlier, according to its SEC filings.
What is Brookfield Asset Management Ltd.'s free cash flow?
Brookfield Asset Management Ltd.'s free-cash-flow margin is 40.3% of revenue over the trailing twelve months.
Who are Brookfield Asset Management Ltd.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Brookfield Corp, Partners Value Investments L.P. and Royal Bank Of Canada. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Brookfield Asset Management Ltd.'s market cap?
On December 29, 2023, Brookfield Asset Management Ltd.'s market capitalisation was about $14.5B, with a price-to-earnings ratio of 6.8 and net debt of -$9M. Market figures come from third-party market data and may be delayed.
Does Brookfield Asset Management Ltd. pay a dividend?
Yes: Brookfield Asset Management Ltd. paid $3B in dividends over the trailing twelve months, a dividend yield of 3.67% and a payout ratio of 98.5%.
Who are Brookfield Asset Management Ltd.'s competitors?
In our Asset Management & Custody Banks peer group, the companies closest to Brookfield Asset Management Ltd. are Ares Management, TPG Inc., Invesco, T. Rowe Price and Carlyle Group Inc. The side-by-side comparison below sets their revenue, margins and growth against Brookfield Asset Management Ltd.'s.
When is Brookfield Asset Management Ltd.'s next earnings date?
Around November 6, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Brookfield Asset Management Ltd. announces its own schedule.