BAM · Brookfield Asset Management Ltd.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Assets monetized | $11B | Q2 2026 | — |
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| Capital deployed | $21B | Q2 2026 | — |
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| Distributable earnings non-GAAP | $1.41B | Six Months Ended June 30, 2026 | — |
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| Fee-bearing capital | $672B | as of June 30, 2026 | — |
| Fee-related earnings non-GAAP | $1.58B | Six Months Ended June 30, 2026 | — |
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| Fundraising | $77B | the second quarter | — |
| Uncalled fund commitments | $149B | as of June 30, 2026 | — |
| Corporate liquidity | $2.5B | Q1 2026 | — |
| Fundraised | 21B | Q1 2026 | — |
| Equity realized | $50B | the year | — |
| Equity value realized (quarter) | $13B | the quarter | — |
| Fee-related earnings margin non-GAAP | 58% | Twelve Months Ended Dec. 31, 2025 | — |
| Total capital invested | $66B | the year | — |
| Total monetizations | $80B | the year | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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BAM
this stock
Brookfield Asset Management Ltd.
|
$83.54B | -0.2% | +21.0% | — | 1.2% |
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BLK
BlackRock, Inc.
|
$375.82B | +8.1% | +16.2% | 27.7 | 0.7% |
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BX
Blackstone Inc.
|
$107.62B | -7.0% | +9.2% | 32.2 | 3.5% |
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KKR
KKR & Co. Inc.
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$97.09B | -14.9% | -11.0% | — | 1.6% |
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BN
BROOKFIELD Corp /ON/
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$93.07B | -9.2% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BAM | -3.7% | +12.8% | +11.0% | +8.1% | -0.2% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | -2.3% | +9.2% | -0.6% | +5.6% | -12.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.