BAM · Brookfield Asset Management Ltd.
BROOKFIELD ASSET MANAGEMENT LTD (BAM)
What's happening
- BAM is up 0.28% today, trading at $46.05. — Live quote
- Volume today (139,080) is well below its 3-month average of 2,745,830. (Finnhub fundamentals)
- Reports earnings on 2026-11-06 (before market open), 15 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $0.44 actual vs. $0.45 estimated (-1.4%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (23 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 63.4% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 50.0%. Finnhub fundamentals ↗
Potential concerns
- Trailing 52-week price return is -15.9%. Finnhub market metrics ↗
- Latest SEC filing is Form 8-K, filed 2026-10-13; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on BAM
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.75B | $1.34B | $1.25B | $1.09B | $1.08B | $1.12B | $916.0M | $884.0M |
| Net income | $1.17B | $586.0M | $692.0M | $584.0M | $507.0M | $537.0M | $518.0M | $373.0M |
| Net margin | $67 | $44 | $55 | $54 | $47 | $48 | $57 | $42 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Dec '23 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $20.08B | $17.94B | $17.05B | $16.52B | $16.14B | $14.97B | $14.16B | $3.21B |
| Total liabilities | $8.21B | $6.70B | $6.74B | $5.85B | $5.11B | $4.07B | $2.97B | $1.12B |
| Stockholders' equity | — | — | — | $8.46B | $8.47B | $8.49B | $8.75B | $2.08B |
| Cash & equivalents | $1.50B | $1.04B | $1.58B | $1.06B | $480.0M | $332.0M | $404.0M | $9.0M |
| Property, plant & equipment | $97.0M | $93.0M | $92.0M | — | — | — | $58.0M | — |
| Goodwill | $236.0M | $236.0M | $236.0M | — | — | — | $251.0M | — |
| Intangible assets | $222.0M | $229.0M | $234.0M | — | — | — | $38.0M | — |
| Accrued liabilities | — | — | $911.0M | — | — | — | $602.0M | — |
| Long-term debt | $4.08B | $2.95B | — | — | — | — | — | — |
| Retained earnings | -$950.0M | -$1.05B | -$851.0M | -$704.0M | -$715.0M | -$617.0M | -$488.0M | -$35.0M |
| Accumulated other comprehensive income (loss) | $165.0M | $180.0M | $188.0M | $189.0M | $196.0M | $176.0M | $162.0M | $3.0M |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $545.0M | $338.0M | $1.99B | $745.0M | $529.0M | $114.0M | $1.10B | $567.0M |
| Investing cash flow | -$308.0M | $160.0M | -$574.0M | -$8.0M | -$490.0M | $235.0M | -$1.74B | -$1.32B |
| Financing cash flow | $173.0M | -$983.0M | -$168.0M | -$161.0M | $108.0M | -$422.0M | -$1.54B | -$277.0M |
| Depreciation & amortization | $13.0M | $13.0M | $37.0M | $16.0M | $11.0M | $3.0M | $10.0M | $4.0M |
| Share-based compensation | $42.0M | $37.0M | $88.0M | $32.0M | $27.0M | $35.0M | $83.0M | $42.0M |
| Deferred income taxes | $82.0M | $27.0M | $155.0M | -$5.0M | $0 | -$4.0M | $245.0M | $5.0M |
| Change in accounts payable | $88.0M | -$147.0M | $200.0M | $195.0M | -$127.0M | -$256.0M | -$209.0M | $161.0M |
| Purchases of investments | $441.0M | $55.0M | $951.0M | $207.0M | $522.0M | $11.0M | $1.91B | $1.33B |
| Dividends paid | $802.0M | $809.0M | $2.11B | $706.0M | $702.0M | $707.0M | $1.86B | $620.0M |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 |
|---|---|---|---|
| Revenue | $4.82B | $3.98B | $4.06B |
| Net income | $2.40B | $2.11B | $2.14B |
| Net margin | $50 | $53 | $53 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 |
|---|---|---|---|
| Total assets | $17.05B | $14.16B | $3.21B |
| Total liabilities | $6.74B | $2.97B | $1.12B |
| Stockholders' equity | — | $3.25B | $2.08B |
| Cash & equivalents | $1.58B | $404.0M | $9.0M |
| Property, plant & equipment | $92.0M | $58.0M | — |
| Goodwill | $236.0M | $251.0M | — |
| Intangible assets | $234.0M | $38.0M | — |
| Accrued liabilities | $911.0M | $602.0M | — |
| Retained earnings | -$851.0M | -$488.0M | -$35.0M |
| Accumulated other comprehensive income (loss) | $188.0M | $162.0M | $3.0M |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 |
|---|---|---|---|
| Operating cash flow | $2.10B | $1.61B | $1.44B |
| Investing cash flow | -$339.0M | -$1.74B | -$475.0M |
| Financing cash flow | -$590.0M | -$2.12B | -$1.84B |
| Depreciation & amortization | $40.0M | $14.0M | $14.0M |
| Share-based compensation | $123.0M | $103.0M | $33.0M |
| Deferred income taxes | $151.0M | $274.0M | $92.0M |
| Change in accounts payable | -$56.0M | -$426.0M | -$26.0M |
| Purchases of investments | $962.0M | $1.91B | $286.0M |
| Dividends paid | $2.82B | $2.48B | $2.10B |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding BAM as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 02:55 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-13 | 8-K | 2026-10-13 | View on SEC.gov → |
| 2026-10-01 | 8-K | 2026-10-01 | View on SEC.gov → |
| 2026-10-01 | 8-K | 2026-09-30 | View on SEC.gov → |
| 2026-09-28 | 8-K | 2026-09-28 | View on SEC.gov → |
| 2026-09-16 | 8-K | 2026-09-15 | View on SEC.gov → |
| 2026-09-14 | 8-K | 2026-09-14 | View on SEC.gov → |
| 2026-09-08 | 8-K | 2026-09-08 | View on SEC.gov → |
| 2026-08-14 | 8-K | 2026-08-14 | View on SEC.gov → |
| 2026-08-10 | 10-Q | 2026-06-30 | View on SEC.gov → |
| 2026-08-06 | 8-K | 2026-08-05 | View on SEC.gov → |
| 2026-08-03 | 8-K | 2026-07-31 | View on SEC.gov → |
| 2026-07-27 | 8-K | 2026-07-27 | View on SEC.gov → |
Recent news
Headlines about BAM (Brookfield Asset Management Ltd.). Links open the publisher — we don’t host full articles.
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BAM Nov 2026 52.500 call (BAM261120C00052500) Stock Price, News, Quote & History
Yahoo! Finance Canada · 2026-10-21 -
BAM Nov 2026 45.000 call (BAM261120C00045000) interactive stock chart
Yahoo Finance UK · 2026-10-21 -
BAM Nov 2026 32.500 call (BAM261120C00032500) stock price, news, quote and history
Yahoo Finance UK · 2026-10-21 -
BAM Nov 2026 42.500 put (BAM261120P00042500) Interactive Stock Chart
Yahoo! Finance Canada · 2026-10-21 -
Brookfield Asset Management Ltd. (BAM) stock price, news, quote and history
Yahoo Finance Singapore · 2026-10-21 -
'People are now recognizing Nvidia's compute has a great deal of residual value,' CEO Jensen Huang tells Deirdre Bosa
Yahoo · 2026-10-21 -
Morgan Stanley cuts target for Brookfield Asset Management stock
AD HOC NEWS · 2026-10-21 -
Brookfield Asset Management Ltd. $BAM Stake Lifted by Sumitomo Mitsui DS Asset Management Company Ltd
MarketBeat · 2026-10-21
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