BAM
Brookfield Asset Management Ltd.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
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 its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Assets under management | $1 | as of the date of the release | — |
| Capital deployed or committed to deploy | $34B | first quarter 2026 | — |
| Capital monetized | $8B | first quarter 2026 | — |
| Fee-bearing capital | $614B | first quarter 2026 | — |
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| Fee-related earnings non-GAAP | $3.1B | last twelve months | — |
| Fundraised capital in the quarter | $21B | first quarter 2026 | — |
| Fundraised capital year-to-date | $67B | year-to-date 2026 | — |
| Supercore infrastructure strategy capital | $20B | first quarter 2026 | — |
| Fundraising | 112B | Twelve Months Ended Dec. 31, 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BAM
this stock
Brookfield Asset Management Ltd.
|
$74.46B | -10.1% | +21.0% | — | 1.2% |
|
BLK
BlackRock, Inc.
|
$335.96B | -3.1% | +16.2% | 26.0 | 0.6% |
|
BN
BROOKFIELD Corp /ON/
|
$97.52B | -5.2% | — | — | 0.7% |
|
BX
Blackstone Inc.
|
$92.53B | -19.9% | +9.2% | 31.9 | 3.1% |
|
KKR
KKR & Co. Inc.
|
$87.28B | -23.8% | -11.0% | — | 1.7% |
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 | -0.8% | +0.0% | -10.7% | +4.0% | -10.1% |
| SPY | -0.3% | +1.6% | +8.3% | +0.3% | +9.9% |
| vs SPY | -0.5% | -1.5% | -19.0% | +3.7% | -19.9% |
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.