Brookfield Asset Management Ltd. (BAM): price, analyst ratings, earnings and fundamentals
Updated 16 September 2026, 08:02 ET
Brookfield Asset Management Ltd. (BAM) closed at $45.84 on 15 September 2026, down 1.7%. The stock is down 15.6% over one month and down 19.0% over one year. It trades 26.7% below its 52-week high of $62.57. Analysts recorded 2 actions in the last 90 days; the median price target of $56 is 22.2% above the last close. The company last reported on 5 August 2026 for Q2 2026: EPS of $0.44 against an estimate of $0.43, a beat of 2.3%, on revenue of $1.8 billion.
Price and performance
Performance figures use dividend and split adjusted closes over trading sessions, so a one-year move compares the last close with the close 252 sessions earlier. The 52-week range uses the adjusted daily highs and lows of the same window. Read the guide: Momentum, trend and technical indicators.
The live chart with technical indicators is in the app: open BAM in FundSpec.
Analyst ratings
Over the last 90 days FundSpec recorded 2 analyst actions on BAM from 2 firms: 2 maintained or reiterated a view. Price targets were 1 raised and 1 lowered. The most recent targets from 7 firms range from $49 to $65, with a median of $56, 22.2% above the last close.
| Date | Firm | Action | Price target |
|---|---|---|---|
| 6 Aug 2026 | UBS | Maintains Neutral | $48.00 to $55.00 |
| 21 Jul 2026 | Morgan Stanley | Maintains Equal-Weight | $62.00 to $56.00 |
| 18 May 2026 | Piper Sandler | Maintains Neutral | $48.00 to $50.00 |
| 11 May 2026 | RBC Capital | Maintains Outperform | $74.00 to $65.00 |
| 11 May 2026 | Scotiabank | Maintains Sector Outperform | $56.00 to $57.00 |
| 6 May 2026 | JP Morgan | Maintains Neutral | $72.00 to $60.00 |
| 21 Apr 2026 | Morgan Stanley | Maintains Equal-Weight | $63.00 to $62.00 |
| 7 Apr 2026 | Goldman Sachs | Maintains Buy | $60.00 to $49.00 |
| 7 Apr 2026 | Piper Sandler | Maintains Neutral | $53.00 to $48.00 |
| 25 Mar 2026 | Scotiabank | Maintains Sector Outperform | $64.00 to $56.00 |
A price target is one firm's twelve-month view, and the median across firms is a steadier reading than any single call. Upgrades and downgrades matter more when they change a rating, not only a target. Read the guide: What analyst ratings and price targets actually tell you.
Every action with the firm's history is in Analyst Ratings.
Earnings
The next report is scheduled for 9 November 2026 before the open for Q3 2026, with EPS expected at $0.46 on revenue of $1.6 billion. Brookfield Asset Management Ltd. beat the EPS estimate in 3 of its last 7 reported quarters.
| Period | Reported | EPS estimate | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| Q2 2026 | 5 Aug 2026 | $0.43 | $0.44 | +2.33% | $1.8B |
| Q1 2026 | 8 May 2026 | $0.41 | $0.38 | -7.32% | $1.3B |
| Q4 2025 | 4 Feb 2026 | $0.43 | $0.34 | -20.93% | $1.4B |
| Q3 2025 | 7 Nov 2025 | $0.39 | $0.44 | +12.82% | $1.3B |
| Q2 2025 | 6 Aug 2025 | $0.38 | $0.38 | 0.00% | $1.1B |
| Q1 2025 | 6 May 2025 | $0.41 | $0.36 | -12.20% | $1.1B |
| Q4 2024 | 12 Feb 2025 | $0.39 | $0.42 | +7.69% | $1.1B |
| Q3 2024 | 4 Nov 2024 | $0.36 | $0.33 | -8.33% | $1.1B |
An earnings surprise is the reported EPS against the consensus estimate on the day. The price reaction depends as much on guidance and on what was already priced in as on the surprise itself. Read the guide: Earnings season: estimates, surprises and price reaction.
Estimates, confirmed dates and alerts for every company are in Earnings.
Fundamentals
On a trailing twelve month basis the company shows revenue growth of -12.68%, a gross margin of 62.25%, an operating margin of N.A. and a return on equity of 1.95%.
Assets
| Line | Amount |
|---|---|
| Cash & Cash Equivalents | $16,242,000,000 |
| Restricted Cash | $2,686,000,000 |
| Accounts & Notes Receivable, Net | $22,772,000,000 |
| Inventory | $5,923,000,000 |
| Plant, Property & Equipment, Net | $165,992,000,000 |
| Goodwill Intangible Assets, Net | $81,851,000,000 |
| Deferred Tax Asset | $4,221,000,000 |
| Total Assets | $518,971,000,000 |
Liabilities and equity
| Line | Amount |
|---|---|
| Total Short-term Debt | $2,528,000,000 |
| Long-term Debt | $14,301,000,000 |
| Total Liabilities | $352,777,000,000 |
| Total Stockholders Equity | $166,194,000,000 |
| Total Liability & Stockholders Equity | $518,971,000,000 |
Figures as filed with the SEC for the period ended 31 December 2025, in US dollars.
FundSpec fundamental metrics
Each metric is computed from the company's filings and ranked against every company FundSpec covers; the percentile is the share of covered companies with a lower value.
Leverage
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Debt/Assets | 0.03 | 48th | Calculated as the ratio of Short-Term Debt + Long-Term Debt / Total Assets. The higher the ratio, the higher the degree of leverage, and consequently, financial risk |
| Debt/Equity | 0.10 | 42nd | Calculated as the ratio of Total Liabilities / Shareholders' Equity. The ratio indicates how much debt a company is using to finance its assets relative to the amount of value represented in shareholders’ equity |
| Long Term Debt/Long Term Capital | 0.08 | 18th | Calculated as Long-Term Debt / (Long-Term Debt + Shareholders' Equity). The ratio is an indicator of the company's leverage |
| Long Term Debt/Total Capital | 0.08 | 17th | Calculated as (Short-Term Debt + Long-Term Debt / (Short-Term Debt + Long-Term Debt + Shareholders' Equity). The ratio is an indicator of the company's leverage |
Profitability
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Free Cashflow Margin Pct | -5.1% | 33rd | Calculated as the ratio of Free Cashflow from Operating Activities / Net Sales. It measures how much per dollar of revenue the company is able to convert into free cash flow. |
| Gross Margin Pct | 62.2% | 75th | Calculated as the ratio of Revenue - Cost of Goods Sold (COGS) / Revenue. The gross margin represents the percent of total sales revenue that the company retains after incurring the direct costs associated with producing the goods and services sold by a company. |
| PreTax Margin Pct | 5.8% | 55th | Calculated as the ratio of (Gross profit - (Operating Expense + Interest Expense)) / Revenue. The pretax profit margin enables profitability to be compared across companies with significant differences in size, scale, capital structure and tax rates. |
| Return on Assets Pct | 0.6% | 54th | Calculated as the ratio of Net Income / Total Assets. It is an indicator of how efficient the company is at using its assets to generate earnings. |
| Return on Equity Pct | 2.0% | 48th | Calculated as the ratio of Net Income / Shareholders' equity. It is a measure of how much profit a company generates with the money shareholders have invested. |
Cashflow
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| FCF Pct Growth | 5.3% | 48th | The Free Cash Flow growth rate over the trailing twelve months (TTM) |
| FCF Return on Assets Pct | -0.8% | 42nd | Calculated as the ratio of Cashflow from Operations / Total Assets. A high cash return on assets means a company is generating more cash flow from every asset dollar |
| Operating Cashflow Pct Growth | 44.8% | 72nd | The Operating Cashflow growth rate over the trailing twelve months (TTM) |
| Operating Cashflow Pct Growth 3 year CAGR (FY) | 7.8% | 56th | The Operating Cashflow compound annual growth rate (CAGR) over the past 3 years |
| Operating Cashflow Pct Growth 5 year CAGR (FY) | 5.6% | 56th | The Operating Cashflow compound annual growth rate (CAGR) over the past 5 years |
Earnings Growth (Net Income)
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Net Income Pct Growth | 74.6% | 77th | The Net Income growth rate over the trailing twelve months (TTM) |
| Net Income Pct Growth 3 year CAGR | -14.6% | 30th | The Net Income compound annual growth rate (CAGR) over the past 3 years |
| Net Income Pct Growth 5 year CAGR | 35.5% | 91st | The Net Income compound annual growth rate (CAGR) over the past 5 years |
Top Line Growth
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Revenue Pct Growth | -12.7% | 17th | The Revenue (Sales) growth rate over the trailing twelve months (TTM) |
| Revenue Pct Growth 3 year CAGR | -6.8% | 20th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 3 years |
| Revenue Pct Growth 5 year CAGR | 3.7% | 36th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 5 years |
Taxes
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Effective Tax Rate Pct | 26.0% | 84th | The effective tax rate of the company over the trailing twelve months (TTM). |
Margins and returns say how much of each dollar of sales becomes profit and how hard the balance sheet is working; leverage and liquidity say how much room the company has when conditions turn. Read the guide: A practical guide to discounted cash flow valuation.
Fair value, peer multiples and the full statement history are in the app: open BAM in FundSpec.
Insider activity
In the last 90 days insiders filed 5 transactions: 4 acquisitions covering 4,672,620 shares and 1 disposal covering 324,922 shares. Acquisitions include awards and option exercises as well as open market purchases. The largest by value was an acquisition of 4,341,534 shares by Corp /On/ Brookfield, 10% Owner on 1 July 2026, worth about $45.0 million at the transaction price.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 20 Aug 2026 | Corp /On/ Brookfield | 10% Owner | Acquisition | 115,918 | $10.53 | $1.2M |
| 20 Jul 2026 | Corp /On/ Brookfield | 10% Owner | Acquisition | 107,584 | $10.37 | $1.1M |
| 1 Jul 2026 | Corp /On/ Brookfield | 10% Owner | Acquisition | 4,341,534 | $10.37 | $45.0M |
| 30 Jun 2026 | Corp /On/ Brookfield | 10% Owner | Disposal | 324,922 | $10.37 | $3.4M |
| 18 Jun 2026 | Corp /On/ Brookfield | 10% Owner | Acquisition | 107,584 | $10.39 | $1.1M |
| 20 May 2026 | Corp /On/ Brookfield | 10% Owner | Acquisition | 105,468 | $10.37 | $1.1M |
| 20 May 2026 | Corp /On/ Brookfield | 10% Owner | Acquisition | 105,468 | $10.37 | $1.1M |
| 20 Apr 2026 | Corp /On/ Brookfield | 10% Owner | Acquisition | 105,505 | $10.37 | $1.1M |
| 31 Mar 2026 | Asset Management Ltd. Brookfield | 10% Owner | Disposal | 314,545 | $10.37 | $3.3M |
| 20 Mar 2026 | Asset Management Ltd. Brookfield | 10% Owner | Acquisition | 106,210 | $10.36 | $1.1M |
| 20 Feb 2026 | Asset Management Ltd. Brookfield | 10% Owner | Acquisition | 105,895 | $10.38 | $1.1M |
| 21 Jan 2026 | Asset Management Ltd. Brookfield | 10% Owner | Acquisition | 104,268 | $10.43 | $1.1M |
| 31 Dec 2025 | Asset Management Ltd. Brookfield | 10% Owner | Disposal | 313,603 | $10.43 | $3.3M |
| 31 Dec 2024 | Reit Adviser Llc Brookfield | 10% Owner | Disposal | 277,691 | $12.07 | $3.4M |
| 8 Nov 2024 | Corp /On/ Brookfield | 10% Owner | Disposal | 2,173,520 |
Insider filings record what officers and directors did with their own shares. Disposals are often planned sales or tax related, so a pattern across several insiders says more than one filing.
SEC filings
The latest filing is a 10-Q from 10 August 2026.
| Filed | Form | Document |
|---|---|---|
| 10 Aug 2026 | 10-Q | View on sec.gov |
| 8 May 2026 | 10-Q | View on sec.gov |
| 2 Mar 2026 | 10-K | View on sec.gov |
| 10 Nov 2025 | 10-Q | View on sec.gov |
| 8 Aug 2025 | 10-Q | View on sec.gov |
| 9 May 2025 | 10-Q | View on sec.gov |
| 17 Mar 2025 | 10-K | View on sec.gov |
| 3 Apr 2023 | 20-F | View on sec.gov |
| 23 May 2002 | 20-F/A | View on sec.gov |
| 3 Apr 2002 | 20-F | View on sec.gov |
Company profile
- Exchange
- NYSE
- Sector
- Real Estate
- Industry
- Trading
- Chief executive
- N/A
- Website
- N/A
- SEC CIK
- 0001937926
Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets. Our investment focus is on real estate, renewable power, infrastructure and private equity assets. Our objective is to generate attractive long-term risk-adjusted returns for the benefit of our clients and shareholders. We manage a range of public and private investment products and services for institutional and retail clients. We earn asset management income for doing so and align our interests with our clients by investing alongside them. We have an exceptionally strong balance sheet, with over $30 billion of capital invested, primarily in our four listed partnerships: Brookfield Property Partners, Brookfield Infrastructure Partners, Brookfield Renewable Partners and Brookfield Business Partners. This access to large-scale capital enables us to make investments in sizeable, premier assets across geographies and asset classes that few managers are able to do. We create value for BAM shareholders in the following ways: As an asset manager  by investing both our own capital and that of our investors  this enables us to increase the scale of our operations, and enhances our financial returns through base management fees and performance-based income; as an investor and capital allocator  we strive to invest at attractive valuations, particularly in value-oriented situations that create opportunities for superior valuation gains and cash flow returns, or by monetizing assets at appropriate times to realize value; and as an owner-operator  we constantly work to increase the value of the assets within our operating businesses and the cash flows they produce through our operating expertise, development capabilities and effective financing.
Sector and peers
Brookfield Asset Management Ltd. is part of the Real Estate sector, which FundSpec tracks across 52 companies.
Companies in the same industry by market capitalization:
Put two of them side by side in Compare.
In FundSpec: the fair value estimate, the momentum reading, relative valuation against sector and industry peers, unusual options activity and AI model signals for BAM are available to subscribers, with the same screen in the iOS and Android apps.
Open BAM in FundSpec