Invesaro

Stocks Real estate BAM

NYSE · Real estate

Brookfield 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.

Free, no password. An email when BAM files with the SEC.

Price
$53.02
-2.14% on the day · November 10, 2026
52-week range $42.20 to $55.98
Market cap
$84.7B
Revenue (last 12 months)
$6.6B
+47.9% year on year
Net margin
81.0%

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

Revenue
FY23: $4.1B $4.1B FY23FY24: $4B $4B FY24FY25: $4.8B $4.8B FY25
Net income
FY23: $2.1B $2.1B FY23FY24: $2.1B $2.1B FY24FY25: $2.4B $2.4B FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$4.8Bn/a$2.4Bn/an/a
2024$4Bn/a$2.1Bn/an/a
2023$4.1Bn/a$2.1B$1.13n/a

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

A report was expected around November 6, 2026 and is not on file yet.

Estimated from its filing rhythm: about 92 days after its last report of August 6, 2026, its usual gap. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where BAM ranks in Real estate

Revenue$4.8B
#18 of 232 in Real estate · Top 7%
Revenue growth+21.0%
#23 of 207 in Real estate · Top 11%
Net margin49.8%
#17 of 210 in Real estate · Top 8%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Real estate

Dividends

It paid out $2.8B in cash dividends, 118% of its net income.

Fiscal yearPer sharePaid outOf profit
2025n/a$2.8B118%
2024$1.52$2.5B118%
2023$1.28$2.1B98%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Brookfield Asset Management Ltd. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 9, 2026
    Quarterly 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.
  2. November 6, 2026
  3. October 13, 2026
  4. October 1, 2026
  5. October 1, 2026
  6. September 28, 2026
  7. September 16, 2026
  8. September 14, 2026
  9. September 8, 2026
  10. August 14, 2026

Recent insider filings (Forms 3, 4 and 144): 7, the latest on April 2, 2026. Insider transactions on SEC

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.

Bought (open market)
$0
last 90 days
Sold
$0
last 90 days

All insider filings on SEC.gov · Where insiders are buying across the market

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

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

No holder of 5% or more has filed about this company in that window.

Latest filings below 5%: Capital World Investors 1.5% (May 13, 2025); Partners Value Investments L.P. 1.9% (February 5, 2025).

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.

HolderSharesValueChange on quarter
Brookfield Corp1,193,021,145$53.51B0
Partners Value Investments L.P.29,588,407$1.33B0
Royal Bank of Canada21,259,887$953.5M+1,550,230
Principal Financial Group Inc13,551,754$607.8M+816,207
Capital World Investors13,485,369$604.8M+2,969,241
Vanguard Capital Management LLC11,604,929$520.6M+38,169
Mackenzie Financial Corp7,748,249$492.9M-2,016,939
TD Asset Management Inc10,836,730$485.9M-2,567,913
Bank of Montreal10,754,386$481.9M+241,375
Capital International Investors7,664,210$343.7M+41,526
Morgan Stanley6,876,269$308.4M+1,114,907
BlackRock, Inc.6,168,410$276.7M+651,765
CIBC Asset Management Inc5,701,677$256.7M+418,467
Fmr LLC5,329,761$239.1M-3,819,423
TD Waterhouse Canada Inc.5,003,128$227.4M+294,966
Norges Bank4,996,073$223.9Mnew
Neuberger Berman Group LLC4,854,713$217.7M+1,080,300
Geode Capital Management, LLC4,601,246$215.1M-286,007
Manufacturers Life Insurance Company, The4,686,883$209.9M-632,623
Massachusetts Financial Services Co3,629,105$189.7M-256,944

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

No insider reported holdings on a Form 4 in the last 12 months.

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

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.

Similar companies

Compare BAM with

Compare BAM with any company

Follow BAM

Get an email when Brookfield Asset Management Ltd. files with the SEC: results, executive changes, material agreements and annual reports.

Free, no password. An email when BAM files with the SEC.

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.