Brookfield Asset Management Ltd.

BAM • Asset Management

$50.60

▲ +0.31 (+0.62%)

Current price

EarningsLatest report: Jun 30, 2026

BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.

Market Cap

$88.40B

Growth

—

Cash Flow

3/5

Trend

Mostly stable

Evidence

Stable or improving margins · 51.4%Positive free cash flow · 1.79Manageable debt level · 0.41Healthy liquidity · 4.2Negative growth trend

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 12, 2026, 12:05 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$50.60

Change0.62%

Market Cap$88.40B

52W Range42.20 - 63.37

Beta1.25

Dividend Yield2.73%

Gross Margin95.32%

Oper. Margin60.08%

Profit Margin51.43%

Debt/Eq0.41

Current Ratio4.20

Quick Ratio4.20

Price$50.60

Change0.62%

Market Cap$88.40B

52W Range42.20 - 63.37

Beta1.25

Dividend Yield2.73%

Gross Margin95.32%

Oper. Margin60.08%

Profit Margin51.43%

Debt/Eq0.41

Current Ratio4.20

Quick Ratio4.20

Target$58.50

Target Upside15.61%

Target Median$59.00

Target Range50.00 - 65.00

Volume3.46M

Avg Volume3.04M

EPS Surprise0.02

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

85/100

Financial Strength

Debt, cash, stability

93/100

Growth Potential

Revenue and expansion

20/100

Price Attractiveness

Cheap or expensive today

44/100

Why this score▼

Stable or improving margins · 51.4%Positive free cash flow · 1.79Manageable debt level · 0.41Healthy liquidity · 4.2Negative growth trend

Analyst view

Analyst sentiment and price target

BAM

Analyst sentiment

Based on 20 analyst votes · 2026-09-05

68/100

Neutral

Bullish

Hold

Bearish

Price Target

2026-08-12

Low

$50.00

Mean

$57.42

Median

$57.50

High

$65.00

Company Overview

IPO: 12/1/2022

Industry: Asset Management

P/B i: 6.91

Debt / Equity i: 0.41

Operating Margin: 60.08%

Net Margin: 51.43%

ROE i: -

ROIC: -

Financial Health

Score19 / 20

Debt / Equity: 0.41

Current Ratio: 4.20

Quick Ratio: 4.20

Status: Strong

Insider Transactions

Recent executive and insider activity

⚠ 5 high-volume insider sells detected

BCP GP Ltd

Transaction: 01/02/2024

SELL

Change

-68

Price

$2.20

Filing

01/04/2024

Type

SELL

Brookfield REIT Adviser LLC

Transaction: 12/31/2024

SELL

Change

-277,691

Price

$12.07

Filing

01/03/2024

Type

SELL

BCP GP Ltd

Transaction: 12/29/2023

SELL

Change

-2

Price

$2.22

Filing

12/29/2023

Type

SELL

Insider	Type	Change	Price	Transaction	Filing
BCP GP Ltd	SELL	-68	$2.20	01/02/2024	01/04/2024
Brookfield REIT Adviser LLC	SELL	-277,691	$12.07	12/31/2024	01/03/2024
BCP GP Ltd	SELL	-2	$2.22	12/29/2023	12/29/2023
BCP GP Ltd	SELL	-7	$2.23	12/28/2023	12/29/2023
BCP GP Ltd	SELL	-7	$2.12	12/27/2023	12/27/2023
BCP GP Ltd	SELL	-6	$2.11	12/26/2023	12/27/2023
BCP GP Ltd	SELL	-6	$2.08	12/22/2023	12/27/2023
BCP GP Ltd	SELL	-8	$2.03	12/21/2023	12/22/2023
BCP GP Ltd	SELL	-4	$2.18	12/20/2023	12/22/2023
BCP GP Ltd	SELL	-7	$2.22	12/19/2023	12/19/2023
BCP GP Ltd	SELL	-7	$2.24	12/18/2023	12/19/2023
OCM Growth Holdings LLC	SELL	-12,365	$12.76	12/18/2023	12/19/2023
BCP GP Ltd	SELL	-2	$2.47	12/15/2023	12/19/2023
Oaktree Capital Group, LLC	BUY	+11,159	Not reported	12/15/2023	12/19/2023
OCM Growth Holdings LLC	SELL	-237,635	$12.69	12/15/2023	12/19/2023
BCP GP Ltd	SELL	-33,473,396	Not reported	12/14/2023	12/15/2023
OCM Growth Holdings LLC	SELL	-562,500	$12.06	12/12/2023	12/14/2023
OCM Growth Holdings LLC	SELL	-3,750,000	$12.06	11/13/2023	11/16/2023
Brookfield REIT Adviser LLC	SELL	—	$12.36	09/30/2023	10/03/2023
BROOKFIELD Corp /ON/	BUY	+90,505	$12.51	09/20/2023	09/22/2023

About the Company

Brookfield Asset Management Ltd.

Brookfield Asset Management operates as a prominent alternative asset manager and real estate investment trust (REIT), specializing in real estate, renewable energy, infrastructure, venture capital, and private equity assets. The firm provides a comprehensive range of public and private investment products and services to institutional and retail clients globally. Its strategy involves deploying capital into significant, premier assets across diverse geographies and asset classes, often co-investing its own capital alongside that of other investors. In its private equity and venture capital operations, the firm engages in a wide array of activities. These include early-stage ventures, outright acquisitions, control buyouts, corporate carve-outs, and the restructuring of financially distressed or underperforming mid-market companies. Its involvement further extends to recapitalizations, strategic redirections, and various forms of financing such as convertible, senior, and mezzanine debt, as well as operational and capital structure overhauls. Beyond private markets, Brookfield also actively participates in public debt and equity exchanges. Private equity investments are concentrated in specific sectors: Business Services (encompassing infrastructure, healthcare, road fuel distribution, construction, and real estate), Industrials (including manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management), and Residential/infrastructure services. The firm specifically targets companies underpinned by substantial real assets, primarily across industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, general manufacturing, and forest product sectors. Geographically, Brookfield maintains a significant investment presence worldwide, concentrating on North America (including Canada, the United States, and Brazil), Europe, Australia, and the broader Asia-Pacific region. Equity investments typically range from $2 million to $500 million. The firm employs a four-year investment period, structured within a ten-year term that allows for two optional one-year extensions. Brookfield is flexible in its ownership approach, readily taking both minority and majority equity stakes. Established in 1997 and headquartered in Toronto, Canada, Brookfield Asset Management boasts a global network of additional offices across North America, South America, Europe, the Middle East, and Asia.

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Earnings Surprises

Period	Estimate	Actual	Surprise
2026-05-08	0.4106	0.43	0.0194
2026-02-04	0.441	0.47	0.029
2025-11-07	0.4034	0.41	0.0066
2025-08-06	0.388	0.38	-0.008
2025-05-06	0.3942	0.4	0.0058
2025-02-12	0.3874	0.4	0.0126
2024-11-04	0.36	0.38	0.02
2024-08-07	0.34	0.34	0
2024-05-08	0.34	0.33	-0.01
2024-02-07	0.34	0.36	0.02
2023-11-06	0.31	0.35	0.04
2023-08-09	0.32	0.28	-0.04