Brookfield Asset Management Ltd.
BAM · Investment Advice · EDGAR filings ↗
Grade
A85Premier global alternative asset manager with top-decile margins and a durable, perpetual-capital franchise on $1T+ AUM.
Strengths
- Top-decile profitability — net margin 50% (98th pct), ROA 14% (84th pct), OCF margin 44% (83rd pct)
- Wide-moat franchise: $603B fee-bearing capital, 87% long-dated/perpetual, scale and Brookfield ecosystem; ~90% DE payout
Risks
- Revenue dipped ~4% (47th pct) and earnings/carried interest can be cyclical
- BN control and potential conflicts; growth depends on continued fundraising
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $1.6B cash & investments
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
49.8%
Return on assets
14.1%
Revenue growth (QoQ)
-4.0%
Net-income growth
13.8%
Cash & investments
$1.6B
Stock comp / revenue
2.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-03-31 | Brookfield Asset Management Ltd. | Other | 315K | $10.37 |
| 2026-03-20 | Brookfield Asset Management Ltd. | Other | 106K | $10.36 |
| 2026-02-20 | Brookfield Asset Management Ltd. | Other | 106K | $10.38 |
| 2026-01-21 | Brookfield Asset Management Ltd. | Other | 104K | $10.43 |
| 2025-12-31 | Brookfield Asset Management Ltd. | Other | 314K | $10.43 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-23 | OtherExhibits | filing ↗ |
| 2026-06-09 | OtherExhibits | filing ↗ |
| 2026-05-11 | OtherExhibits | filing ↗ |
| 2026-05-08 | Shareholder voteOtherExhibits | filing ↗ |
| 2026-05-08 | ResultsExhibits | filing ↗ |
| 2026-05-06 | OtherExhibits | filing ↗ |
| 2026-04-17 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-04-16 | OtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-23 | 2026-06-23 | 0001171843-26-004262 ↗ |
| 8-K | 2026-06-09 | 2026-06-09 | 0001171843-26-004004 ↗ |
| 8-K | 2026-05-11 | 2026-05-11 | 0001171843-26-003232 ↗ |
| 8-K | 2026-05-08 | 2026-05-08 | 0001171843-26-003183 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001628280-26-033010 ↗ |
| 8-K | 2026-05-08 | 2026-05-07 | 0001104659-26-058048 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001171843-26-003075 ↗ |
| 8-K | 2026-04-17 | 2026-04-17 | 0001104659-26-044893 ↗ |
| 8-K | 2026-04-16 | 2026-04-14 | 0001104659-26-043943 ↗ |
| 8-K | 2026-04-15 | 2026-04-14 | 0001104659-26-043367 ↗ |
| 8-K | 2026-04-14 | 2026-04-14 | 0001171843-26-002442 ↗ |
| 8-K | 2026-04-08 | 2026-04-08 | 0001171843-26-002317 ↗ |