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NYSE · Real estateBrookfield Asset Management Ltd. (BAM)
Brookfield Asset Management Ltd. brought in $6.6B of revenue over the twelve months to September 30, 2026, up 47.9% from a year earlier. Net income was $5.4B, a net margin of 81.0%. At September 30, 2026 it held $657M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 9, 2026.
Key facts about Brookfield Asset Management Ltd.
- Net worth
- Brookfield Asset Management Ltd. has a market value (market cap) of $84.7B at the latest share price, and shareholders' equity of $11.8B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $4.8B (+21.0% year on year), with net income of $2.4B. Over the 12 months to September 30, 2026: revenue $6.6B, net income $5.4B.
- Cash flow
- In fiscal 2025 operations brought in $2.1B of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 9, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Brookfield Asset Management Ltd.'s next report was expected around November 6, 2026 and is not on file with the SEC yet.
What Brookfield Asset Management Ltd. does
Brookfield Asset Management manages alternative investment funds focused on infrastructure, renewable power, real estate, private equity, and credit strategies. Its clients include pension funds, sovereign wealth funds, insurance companies, and other institutional investors seeking long-term capital deployment. Its shares trade on NYSE under the ticker BAM.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $4.8B | $2.4B | n/a | n/a |
| 2024 | $4B | $2.1B | n/a | n/a |
| 2023 | $4.1B | $2.1B | $1.13 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where BAM ranks in Real estate
Dividends
It paid out $2.8B in cash dividends, 118% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | n/a | $2.8B | 118% |
| 2024 | $1.52 | $2.5B | 118% |
| 2023 | $1.28 | $2.1B | 98% |
Latest SEC filings
What Brookfield Asset Management Ltd. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 9, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 72% to $2.1B versus the same quarter last year; net income rose 333% to $3B.
- November 6, 2026Other event 8-K
- October 13, 2026Other event 8-K
- October 1, 2026Other event 8-K
- October 1, 2026Other event 8-K
- September 28, 2026
- September 16, 2026Other event 8-K
- September 14, 2026Other event 8-K
- September 8, 2026Other event 8-K
- August 14, 2026
Insider trades
What the people running Brookfield Asset Management Ltd. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
Who owns BAM
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 620 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Brookfield Corp | 1,193,021,145 | 0 |
| Partners Value Investments L.P. | 29,588,407 | 0 |
| Royal Bank of Canada | 21,259,887 | +1,550,230 |
| Principal Financial Group Inc | 13,551,754 | +816,207 |
| Capital World Investors | 13,485,369 | +2,969,241 |
| Vanguard Capital Management LLC | 11,604,929 | +38,169 |
| Mackenzie Financial Corp | 7,748,249 | -2,016,939 |
| TD Asset Management Inc | 10,836,730 | -2,567,913 |
| Bank of Montreal | 10,754,386 | +241,375 |
| Capital International Investors | 7,664,210 | +41,526 |
| Morgan Stanley | 6,876,269 | +1,114,907 |
| BlackRock, Inc. | 6,168,410 | +651,765 |
| CIBC Asset Management Inc | 5,701,677 | +418,467 |
| Fmr LLC | 5,329,761 | -3,819,423 |
| TD Waterhouse Canada Inc. | 5,003,128 | +294,966 |
| Norges Bank | 4,996,073 | new |
| Neuberger Berman Group LLC | 4,854,713 | +1,080,300 |
| Geode Capital Management, LLC | 4,601,246 | -286,007 |
| Manufacturers Life Insurance Company, The | 4,686,883 | -632,623 |
| Massachusetts Financial Services Co | 3,629,105 | -256,944 |
Insiders
Questions about BAM
What does Brookfield Asset Management Ltd. do?
Brookfield Asset Management manages alternative investment funds focused on infrastructure, renewable power, real estate, private equity, and credit strategies. Its clients include pension funds, sovereign wealth funds, insurance companies, and other institutional investors seeking long-term capital deployment. Its shares trade on NYSE under the ticker BAM.
What is Brookfield Asset Management Ltd.'s net worth?
Brookfield Asset Management Ltd. has a market value (market cap) of $84.7B at the latest share price, and shareholders' equity of $11.8B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Brookfield Asset Management Ltd. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $5.4B on revenue of $6.6B, a net margin of 81.0%.
How much revenue does Brookfield Asset Management Ltd. make?
Over the twelve months to September 30, 2026 Brookfield Asset Management Ltd. reported revenue of $6.6B. That is 47.9% more than a year earlier.
When did Brookfield Asset Management Ltd. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 9, 2026. It covers the period to September 30, 2026.
When is Brookfield Asset Management Ltd.'s next earnings report?
Brookfield Asset Management Ltd.'s next report was expected around November 6, 2026 and is not on file with the SEC yet.
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Where the numbers come from
Financial figures are the values Brookfield Asset Management Ltd. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.