Brookfield Asset Management Ltd - Ordinary Shares - Class A

Brookfield Asset Management Ltd - Ordinary Shares - Class A

BAM

Get informed when a big investor buys or sells

+ Follow
Market Cap$77.6B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Brookfield Asset Management Ltd - Ordinary Shares - Class ABrookfield Asset Management Ltd - Ordinary Shares - Class A31.13.87%7%45.3-

Earnings Call Q1 2026

May 8, 2026 - AI Summary

Strong start + full-year expectation (record 2026): Fee-related earnings (FRE) up 11% YoY to $772m in 1Q26; distributable earnings (DE) $702m (up 7% YoY). Margins held strong at 57% for the quarter / 58% over last 12 months. Management reiterated 2026 is expected to be the largest fundraising year ever and that outperformance vs Investor Day goals is largely secured on the FRE side, driven by step-change revenue adders (flagship PE, flagship infrastructure, Just Group mandate, and Oaktree close).
Fundraising momentum (capital raising is a key “engine”): Raised $21bn in the quarter; fee-bearing capital +12% YoY to $614bn. Year-to-date fundraising $67bn, already more than half of $112bn raised in all of 2025. Mix highlights: Infrastructure $3.4bn, Private equity $1.4bn (incl. $1bn for private equity special situations; first close $2.4bn), Credit $13bn (incl. $4.7bn long-term private funds and $3.8bn via Brookfield Wealth Solutions). Management cites a broader trend: large clients consolidating to fewer managers that can do multi-asset, multi-region, multi-product.
Major M&A/integration catalysts (Just Group + Oaktree): - Just Group: Brookfield Wealth Solutions completed purchase in early April; Brookfield Asset Management Ltd. received additional $40bn asset management mandate (expands retirement/insurance exposure). - Oaktree: acquisition expected to close in 2Q26; integration framed as strategically most important because it enables broader client solutions across asset classes and the capital structure. Post-close, financial reporting will include 100% of Oaktree.

Exclusive for Stockcircle Pro members

Sign upSign Up
$58.94

Target Price by Analysts

30.2% upsideBrookfield Asset Management Target Price DetailsTarget Price
$12.78

Current Fair Value

71.8% downside

Overvalued by 71.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$77.60 Billion
Enterprise Value$76.56 Billion
Dividend Yield$2.32 (3.87%)
Earnings per Share$1.57
Beta1.25
Outstanding Shares1,606,500,000

Return

Return on Equity6.91%ROE
Return on Assets4.33%
Return on Invested Capital0.77%

Valuation & Multiples

P/E Ratio31.07P/E Ratio
PEG501.41PEG
Price to Sales45.25Price to Sales
Price to Book Ratio7.54Price to Book Ratio
Enterprise Value to Revenue40.18
Enterprise Value to EBIT551.01
Enterprise Value to Net Income98
Total Debt to Enterprise0
Debt to Equity0Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 8, 2026
EPS Estimate
$0.41
Average shareholder expectation
Revenue Estimate
$1.43 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$0.44
Average shareholder expectation
Revenue Estimate
$1.46 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio4.3977 325.50%
Total Calls1,249,400 120.16%
Total Puts5,494,500 747.26%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %91.88% 0.52%
Total Invested$65.88B 15.61%
Investors Holding646 3.00%

ESG Score

No data

About Brookfield Asset Management Inc.

80,000 employees
CEO: J. Bruce Flatt

Brookfield Asset Management Inc. is an alternative asset management company focusing on real estate, renewable power, infrastructure and private equity. The company's headquarters are located in Toronto, and it also has corporate offices...

Relevant Senate Committees

Joint Committee on Taxation

Provides critical analysis and revenue estimates for tax legislation, directly influencing corporate tax structures and the profitability of BAM's investments.

Finance

Controls taxation and trade policy, directly impacting corporate valuations, profitability, and global investment strategies for BAM.

Appropriations

Allocates federal spending, directly influencing funding for infrastructure projects, a key investment area for BAM.

Banking, Housing, and Urban Affairs

Directly regulates the financial system (BAM's sector) and real estate markets, which are core to BAM's asset classes.

Energy and Natural Resources

Oversees national energy policy, public lands, and renewable energy, directly impacting a core segment of BAM's portfolio.

Environment and Public Works

Directly regulates environmental protection and federal highway programs, which are central to BAM's infrastructure and renewable power investments.