BAM · Brookfield Asset Management Ltd.
$45.19
+0.63 (+1.40%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$71.83B
Shares
1.60B
Volume · Oct 2
675.27K
Avg daily vol (3M)
2.59M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$44.56
Open$44.58
Day$43.76–44.96
52W close$42.87–58.77
Avg vol 30d2.6M
Short int18.5M · 1.2% float · 6.4d
Short vol73%
Last earningsAug 5, 2026
DataDec 2022–Oct 2026
Filing10-Q · Aug 10
Up next
Next earnings call
Nov 4, 2026
Est · unconfirmed
· in 5 wks
filed Aug 10, 2026
call held Aug 5, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
4.4%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-21.7%
Trailing year
Short interest
1.2%
Latest settlement · 6.4 days to cover
AI Brief
Q2 FY26 earnings call · Aug 5, 2026
Q2 FY26
TL;DR. Brookfield Asset Management reported record Q2 2026 fundraising of $77 billion, driving fee-related earnings up 20% to $808 million, while expanding its AI infrastructure strategy and completing the Oaktree acquisition to strengthen its credit platform.
Bullish
- + Record quarterly fundraising of $77 billion, with year-to-date at $98 billion and last-twelve-months at $163 billion
- + AI infrastructure partnerships scaled rapidly, including a five-fold expansion of the Bloom Energy framework to $25 billion and a $100 billion Paducah AI data center plan
- + Completed Oaktree acquisition, fully integrating a leading credit platform
- + Just Group $40 billion mandate increases insurance capital managed by more than a third, generating recurring fee revenue at scale
Bearish
- − Oaktree consolidation will lower reported consolidated FRE margin due to business mix
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Strong Sell
Momentum
Very Weak
Sentiment
Bullish
Fundamentals
Strong
Quant / Vol
Moderate
Market backdrop
VIX 16.4 · calm
Equity put/call 0.57
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−8%
below
Price vs 50-day avg
−10%
below
RSI (14)
32
neutral
MACD trend
Negative
52-week position
11%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−10%
trailing
6-month return
−1%
trailing
YTD return
−15%
this year
Relative strength
−13%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $49 › 200d $49 — 50d above 200d
Institutional flow
Flat
2 of 630 funds reported for Sep 30 · net 0 sh shares
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.16% of float · ▼ -15.8% MoM · 6.4 days cover
Volume signal
Reversal watch
High volume on a down day — possible exhaustion
Institution breadth
Multi-yr high
630 holders — near 3-yr high, broad support
Squeeze score
43
elevated · 0–100
Fundamentals
Revenue growth
+21%
Y/Y
Valuation
P/E 25.6
in line
Quant / Vol
risk profile
Volatility
31%
annualized · 1-yr
Max drawdown
−27%
past year
ATR
2.6%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Strong Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−8%
Bearish
Price vs 50-day avg
−10%
Bearish
RSI (14)
32
Neutral
MACD trend
Negative
Bearish
52-week position
11%
Bearish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $49 › 200d $49 — 50d above 200d
Institutional flow
Flat
2 of 630 funds reported for Sep 30 · net 0 sh shares
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.16% of float · ▼ -15.8% MoM · 6.4 days cover
Volume signal
Reversal watch
High volume on a down day — possible exhaustion
Institution breadth
Multi-yr high
630 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $43
Now $45 · 11%
Range high $59
vs 200-day avg -8%
vs 50-day avg -10%
Illustrative 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 |
|---|---|---|---|
| Base management fees non-GAAP | $1.36B | three months ended June 30, 2026 filing | — |
| Distributable Earnings non-GAAP | $707M | three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Fee-Related Earnings 808M
-27M Investment and other income (net of interest expense)
+23M Equity-based compensation expense
-97M Cash taxes
= Distributable Earnings 707M
|
|||
| Fee Revenues non-GAAP | $1.49B | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Base management and advisory fees 919M
+128M Incentive fees
+439M Fee Revenues from equity method investments
+8M Other adjustments
= Fee Revenues 1.49B
|
|||
| Fee-Related Earnings non-GAAP | $808M | three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net Income 1.17B
+162M Provision for taxes
+20M Depreciation and amortization
-553M Carried interest allocations
+51M Carried interest allocation compensation
-41M Other income and expenses
+60M Interest expense
-36M Interest and dividend revenue
-117M Other revenues
-199M Share of income from equity method investments
+170M Fee-related earnings of equity method investments at our share
+101M Compensation costs recovered from affiliates
+18M Other adjustments
= Fee-Related Earnings 808M
|
|||
| Incentive distributions non-GAAP | $128M | three months ended June 30, 2026 filing | +10.3% |
|
|
|||
| Infrastructure Segment Earnings non-GAAP | $157M | the three months ended June 30, 2026 filing | — |
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 |
|---|---|---|---|---|---|
|
BAM
this stock
Brookfield Asset Management Ltd.
|
$71.83B | -14.9% | +21.0% | 25.6 | 1.2% |
|
BLK
BlackRock, Inc.
|
$347.03B | -0.6% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -28.4% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -27.2% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -20.4% | — | — | 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 sectionOwnership
Short & Settlement
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BAM | 0.0% | -10.3% | -0.8% | 0.0% | -15.0% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +0.4% | -10.1% | -13.2% | -0.2% | -27.0% |
Capital returns
Latest dividend
$0.502
/ share · ex Aug 31, 2026
Paid (TTM)
$1.944
/ share · 4 payouts
Dividend yield (TTM, derived)
4.36%
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.
Key facts
CIK
1937926
CUSIP
113004105
13F (30d)
15 filings
13 filers
Visit website
Investor relations