GeminIQ

BAM

Brookfield Asset Management Ltd.
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Company Information

Company Name
Brookfield Asset Management Ltd.
CIK
CIK0001937926
Category
Large accelerated filer
Ticker: Exchange
BAM: NYSE
Fiscal Year End
December 31
Owner Organization
02 Finance
SIC
6282
SIC Description
Investment Advice
Ticker
BAM

SEC filing data through

Insider Sentiment

Last purchase
—
Last sale
—
Shares purchased (TTM)
0
Shares sold (TTM)
0
Buy ratio (TTM)—

Institutional Sentiment

As of
2026-06-30
Institutional shares owned
1,473,824,116
Shares outstanding
1,597,600,000
Ownership
92.25%
-0.09% Y/Y

Earnings Market Reaction

Filing date
2026-08-10
Price on filing date
—
1-month reaction
-3.31%
3-month reaction
…
Drift continued3/6 (50%)
Faded / reversed3/6 (50%)
Export data

Balance Sheet

Values in millions ($)
Line item2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-31Subscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnSubscriber-only columnTrend
Assets
Balance Ending-----366-
Cash And Cash Equivalents At Carrying Value1,5031,0451,5831,062480332404
Other Assets--9958357756283
Other Receivables3,1982,9393,2803,4083,5293,3252,500
Investments10,3609,5109,7959,6419,4878,9969,113
Property Plant And Equipment Net979392---58
Intangible Assets Net Excluding Goodwill222229234---38
Goodwill236236236---251
Deferred Income Tax Assets Net529574572702647613586
Assets20,08017,93717,04716,52116,14314,96614,157
Liabilities
Accounts Payable And Accrued Liabilities Current And Noncurrent2,1822,1032,4592,4952,3572,1181,349
Financial Services Liabilities481467449393402302228
Other Accounts Payable And Accrued Liabilities1,2449327208999909171,092
Line Of Credit3,4662,4782,4781,4867432350
Deferred Income Tax Liabilities Net2142081691211149746
Liabilities8,2126,7026,7375,8475,1134,0732,966
Redeemable Noncontrolling Interest Equity Preferred Carrying Amount1,2381,2651,3981,5621,8591,9302,103
Redeemable Noncontrolling Interest Equity Other Carrying Amount1,4421,384-----
Stockholders Equity Including Portion Attributable To Noncontrolling Interest
Treasury Stock Common Shares------23
Additional Paid In Capital2572181541146010152
Retained Earnings Accumulated Deficit-950-1,047-851-704-715-617-488
Accumulated Other Comprehensive Income Loss Net Of Tax165180188189196176162
Stockholders Equity9,1888,5868,9128,4619,1718,9639,088
Minority Interest------31
Liabilities And Stockholders Equity20,08017,93717,04716,52116,14314,96614,157
Common Class A01,5971,638-211,6131,637
Common Class B0000000

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Brookfield Asset Management Ltd. (BAM) — SEC Financial Statements & Analysis

Brookfield Asset Management Ltd. (BAM) is a investment advice company, incorporated in A1. Brookfield Asset Management Ltd. trades on NYSE as: BAM. Brookfield Asset Management Ltd. (BAM)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-10. Based on that filing, Brookfield Asset Management Ltd. carries a market cap of $70.96B, a P/E ratio of 25.25x, a P/B ratio of 7.72x, a P/S ratio of 12.50x, an enterprise value of $69.46B, and an EV/EBITDA multiple of 19.78x. On profitability, it posts a gross margin of 102.52%, an operating margin of 65.44%, a net margin of 49.52%, a Return on Equity (ROE) of 30.61%, and a Return on Invested Capital (ROIC) of 34.62%. Per share, it reports EPS of $1.76, diluted EPS of $1.74, free cash flow per share of $1.47, and a dividend per share of $1.89. On the balance sheet, it maintains free cash flow of $2.34B (TTM) and net debt of $-1.50B. Figures sourced from SEC EDGAR.

Market Cap
$70.96B
P/E TTM
25.25x
EPS TTM
$1.76
P/B TTM
7.72x
ROE TTM
30.61%
Free Cash Flow TTM
$2.34B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Brookfield Asset Management Ltd. in?

Brookfield Asset Management Ltd. (BAM) operates in the Investment Advice industry.

What exchange does BAM trade on?

Brookfield Asset Management Ltd. (BAM) trades on the NYSE.

Where is Brookfield Asset Management Ltd. incorporated?

Brookfield Asset Management Ltd. is incorporated in British Columbia, Canada.

When was Brookfield Asset Management Ltd. (BAM)'s most recent SEC filing?

Brookfield Asset Management Ltd. (BAM)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-10.

What is BAM's market cap?

Brookfield Asset Management Ltd. (BAM) has a market capitalization of $70.96B as of 2026-06-30.

What is BAM's P/E ratio?

Brookfield Asset Management Ltd. (BAM)'s trailing twelve month P/E ratio is 25.25x as of 2026-06-30.

What is BAM's EPS (earnings per share)?

Brookfield Asset Management Ltd. (BAM)'s trailing twelve month EPS is $1.76 as of 2026-06-30.

What is BAM's ROE (return on equity)?

Brookfield Asset Management Ltd. (BAM)'s trailing twelve month Return on Equity (ROE) is 30.61% as of 2026-06-30.

What is BAM's ROIC (return on invested capital)?

Brookfield Asset Management Ltd. (BAM)'s trailing twelve month Return on Invested Capital (ROIC) is 34.62% as of 2026-06-30.

What is BAM's EV/EBITDA?

Brookfield Asset Management Ltd. (BAM)'s trailing twelve month EV/EBITDA is 19.78x as of 2026-06-30.

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