Brookfield Asset Management's transformation into an asset-light fee business is delivering accelerating revenue growth, with fee-related earnings up 20% to $808 million in Q2 2026 and total revenue rising 11.2% sequentially.
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Revenue growth accelerated to 11.2% sequentially in Q2 2026, driven by a 20% surge in fee-related earnings to $808 million, while operating margin expanded to 54.2% from 49.4% in Q1.
Brookfield has posted fee‑related earnings at record levels, with distributable earnings rising significantly quarter‑over‑quarter. Management targets substantial annualized growth in distributable earnings, indicating a strong upside trajectory.
The company operates across real estate, credit, renewable power, infrastructure, venture capital, and private equity, providing exposure to secular growth themes such as decarbonization, AI infrastructure, and the global energy transition.
Brookfield acquired a majority stake in Angel Oak, an $18 billion mortgage credit platform, expanding its insurance and operating platforms and generating substantial earnings.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 6, 2026 | $0.47+1.9% vs $0.46 | $2.1B+34.4% vs $1.6B |
Q3 2026 Aug 5, 2026 | $0.44+1.8% vs $0.43 | $1.7B+18.0% vs $1.5B |
Q2 2026 May 8, 2026 | $0.43+4.7% vs $0.41 | $1.3B-8.2% vs $1.4B |
Q1 2026 Feb 4, 2026 | $0.47+6.6% vs $0.44 | $1.4B-4.8% vs $1.5B |
Brookfield Asset Management looks poised to keep delivering 15%+ annual dividend growth to shareholders for the foreseeable future. The alternative asset manager has already surpassed its entire 2025 fundraising mark through the first nine months of 2026. Brookfield Asset Management maintains plenty of liquidity for opportunistic acquisitions.
Brookfield Asset Management NYSE: BAM reported 15% growth in third-quarter fee-related and distributable earnings, as fundraising and investment activity increased across its alternative asset management businesses. The company also said full-year earnings would be modestly below its initial expectations because of the timing of two fees.
Brookfield Asset Management Ltd. (BAM:CA) Q3 2026 Earnings Call Transcript
Brookfield Asset Management (BAM) came out with quarterly earnings of $0.47 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.41 per share a year ago.
Benchmark BAM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Brookfield Asset Management Ltd. (BAM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $52.95 | $84.55B | 34.84 | 16.88% | 55.31% | 36.63% | 3.23% | |
| $119.50 | $94.14B | 30.80 | 21.87% | 22.58% | 16.4% | 6.44% | |
| $96.48 | $86.63B | 41.23 | -7.47% | 18% | 3.96% | 0.83% | |
| $116.75 | $67.24B | 16.08 | 15.78% | 8.54% | 7.06% | 1.83% | |
| $39.70 | $14.29B | 18.21 | 40.31% | 10% | 5.11% | 3.43% | |
| $133.98 | $44B | 68.36 | 96.21% | 9.97% | 7.43% | 6.03% |
Brookfield Asset Management Ltd. (BAM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Brookfield Asset Management Ltd. (BAM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 8, 2026·SEC
Aug 14, 2026·SEC
Aug 6, 2026·SEC
Mar 2, 2026·SEC
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Brookfield Asset Management Ltd. (BAM) stock FAQ — growth, dividends, profitability & financials explained
Brookfield Asset Management Ltd. (BAM) grew revenue by 16.9% in fiscal year 2025, compared with the prior fiscal year.
Yes. Brookfield Asset Management Ltd. (BAM) earned $2.79B in net income over the trailing twelve months (a 52.6% net margin).
Yes. Brookfield Asset Management Ltd. (BAM) pays a dividend that yields 3.23% at the current price, a moderate yield.
Brookfield Asset Management Ltd. (BAM) had a return on equity (ROE) of 36.6% in fiscal year 2025. That is well above the market's typical 10-15%.
Brookfield Asset Management Ltd. (BAM) has a net interest margin (NIM) of 0.1%. NIM has been under pressure due to interest rate environment.
Brookfield Asset Management Ltd. (BAM) has an efficiency ratio of 4.5%. This is excellent, indicating strong cost control.
