Brookfield Asset Management Ltd. Class A (BAM)

Brookfield Asset Management Ltd. announced record financial results for 2025, including a 28% year-over-year increase in fee-related earnings and an 18% increase in distributable earnings for Q4 2025, and increased its quarterly dividend by 15%. Connor Teskey was appointed CEO of BAM. BAM agreed to acquire Peakstone Realty Trust for $1.2 billion and launched a $100 billion global AI infrastructure program. A $20 billion strategic AI joint venture with QAI was announced. The company reported record quarterly fundraising of $35 billion in Q4 2025. BAM's stock underperformed the US Capital Markets industry and the broader US Market over the past year.

Demand for Brookfield Asset Management's products and services can exhibit cyclical growth influenced by broader market fluctuations and investor confidence. The ongoing need for investment in infrastructure and renewable energy is expected to attract substantial capital to large alternative asset managers like BAM, suggesting a strong underlying demand trend despite potential short-term market cycles.

Brookfield Asset Management Ltd. (BAM) is a global alternative asset manager specializing in investments across critical sectors. It operates as a subsidiary of Brookfield Corporation, generating earnings from fee-related revenue. BAM manages over $1 trillion in assets across renewable power and transition, infrastructure, private equity, real estate/real assets, and private credit. The company offers investment strategies, including long-term private funds, perpetual strategies, and liquid strategies, serving institutional investors and high-net-worth individuals.

Brookfield Asset Management has a global presence, administering over 2,000 assets across 30 countries. The firm derives 67% of its revenue from the Americas, 20% from EMEA, and 13% from Asia-Pacific. The company has over $346 billion in assets under management in North America.

Brookfield Asset Management has maintained a generally positive brand reputation, supported by strong financial performance and strategic initiatives. Recent record earnings, a 15% dividend increase, and a planned leadership transition have generated positive sentiment. Analysts have a consensus "Buy" rating for BAM. Brookfield is dedicated to ESG practices. The company's aggressive positioning in AI infrastructure and its focus on essential assets contribute to its reputation as a forward-thinking and stable investment manager.

Brookfield Asset Management Ltd. has 819 institutional owners and shareholders, including Brookfield Asset Management Inc., Partners Value Investments LP, and Royal Bank Of Canada. Brookfield Corporation holds a significant stake, owning 73% of Brookfield Asset Management's outstanding Class A shares.