Stock Fundamentals

Company Information

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Company Name
Brookfield Asset Management Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: CA1130041058
CIK: 0001001085
CUSIP: 280905803
Currency: USD
Full Time Employees: 5,800
Phone: 212 417 7000
Website: https://www.bam.brookfield.com
Fiscal Year End: December
IPO Date: Dec 30, 1983
Description:

Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm typically invests in renewable power and transition, and infrastructure sectors. Within infrastructure sector, it seeks to invest across the transport, data, utilities and midstream sectors. Within renewable power and transition sector, it seeks to invest in hydro, wind, solar, distributed energy storage and sustainable solutions. It also invests in industrials, infrastructure services and business services sectors. Within business services, it seeks to invest in financial, healthcare, technology and real estate services. The firm is geography-agnostic. was incorporated in 2022 and is based in New York, New York. Brookfield Asset Management Ltd. operates as a subsidiary of Brookfield Corporation.

Address:

Brookfield Place, New York, NY, United States, 10281-0221

Directors & Officers

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Name Title Year Born
Mr. Connor David Teskey Chief Executive Officer 1987
Mr. Adrian Letts Managing Partner of Private Equity & Head of Business Operations NA
Ms. Kathy Sarpash MD of Legal, Regulatory & Corporate Secretary NA
Mr. Anuj Ranjan Chief Executive Officer of Private Equity 1979
Mr. Ron Abraham Bloom Managing Partner & Vice Chair of Private Equity 1956
Mr. Doug Bayerd Managing Partner of Private Equity 1979
Mr. David Bonasia Managing Partner of Private Equity NA
Ms. Jaspreet Dehl CPA Managing Partner & CFO of Private Equity 1977
Mr. Dave Gregory Managing Partner & Chief Investment Officer of Private Equity NA
Ms. Kristen Haase Managing Partner of Private Equity NA

Institutional Holders

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Holder Name Shares Date Reported % Out Value % Change
Partners Value Investments LP 181.41M Dec 31, 2025 8.08% $77.78 0.00%
Vanguard Group Inc 92.10M Dec 31, 2025 4.10% $0.06 1.39%
Royal Bank of Canada 80.89M Sep 30, 2025 3.60% $0.91 -49.79%
Capital World Investors 68.31M Sep 30, 2025 3.04% $0.64 2.44%
Pershing Square Capital Management, L.p. 61.40M Dec 31, 2025 2.74% $18.15 -0.21%
Principal Financial Group Inc 50.85M Sep 30, 2025 2.27% $1.76 1.60%
1832 Asset Management L.P 45.55M Dec 31, 2025 2.03% $1.59 86.22%
Bank of Montreal 43.68M Sep 30, 2025 1.95% $1.15 -6.08%
BMO Capital Markets Corp. 43.68M Sep 30, 2025 1.95% $1.15 -6.08%
Dodge & Cox 41.28M Dec 31, 2025 1.84% $1.02 0.00%
TD Asset Management Inc 35.76M Dec 31, 2025 1.59% $1.32 -2.44%
Brookfield Corp 31.01M Sep 30, 2025 1.38% $2.48 0.00%
Akre Capital Management, LLC 26.84M Dec 31, 2025 1.20% $13.51 -6.87%
NORGES BANK 26.74M Dec 31, 2025 1.19% $0.13 6.10%
Fidelity International Ltd 25.95M Dec 31, 2025 1.16% $0.89 2.78%
NATIONAL BANK OF CANADA /FI/ 19.96M Sep 30, 2025 0.89% $1.36 -5.64%
CIBC Global Asset Management Inc 17.30M Dec 31, 2025 0.77% $1.92 -12.84%
First Manhattan Co. LLC 16.13M Sep 30, 2025 0.72% $2.92 -1.97%
Mackenzie Investments 16.13M Sep 30, 2025 0.72% $1.34 -1.17%
Lone Pine Capital LLC 15.92M Dec 31, 2025 0.71% $5.37 4.26%

Shares Statistics

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Shares Outstanding: 1.64B
Shares Float: 331.40M
% Insiders: 361.70%
% Institutions: 8,979.00%
Short % Float: 4.96%

🏆 Top 10 Institutional Holders

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Rank Holder Name Shares Held % of Shares Change Date Reported
1 Partners Value Investments LP 181.41M 8.08% ▲ 0.00% Dec 31, 2025
2 Vanguard Group Inc 92.10M 4.10% ▲ 1.39% Dec 31, 2025
3 Royal Bank of Canada 80.89M 3.60% ▼ 49.79% Sep 30, 2025
4 Capital World Investors 68.31M 3.04% ▲ 2.44% Sep 30, 2025
5 Pershing Square Capital Management, L.p. 61.40M 2.74% ▼ 0.21% Dec 31, 2025
6 Principal Financial Group Inc 50.85M 2.27% ▲ 1.60% Sep 30, 2025
7 1832 Asset Management L.P 45.55M 2.03% ▲ 86.22% Dec 31, 2025
8 Bank of Montreal 43.68M 1.95% ▼ 6.08% Sep 30, 2025
9 BMO Capital Markets Corp. 43.68M 1.95% ▼ 6.08% Sep 30, 2025
10 Dodge & Cox 41.28M 1.84% ▲ 0.00% Dec 31, 2025

Valuation Metrics

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Enterprise Value: $72.98B
Trailing P/E: 27.88
Forward P/E: 23.81

Financial Highlights

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Market Cap: $70.33B
EBITDA: $3.07B
P/E Ratio: $27.88
PEG Ratio: $1.48
Book Value: $5.05
Dividend/Share: $1.75
Dividend Yield: 4.06%
Earnings/Share: $1.54
Profit Margin: 51.59%
Operating Margin: 67.93%
ROA (TTM): 12.15%
ROE (TTM): 22.31%
Revenue (TTM): $4.82B
Revenue/Share (TTM): $2.99
Earnings Growth (YOY): -20.70%
Revenue Growth (YOY): 31.10%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

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Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

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Financial Ratios

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Earnings History

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Balance Sheet (Yearly)

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Financial Ratios

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Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 4.20x 0.46x 0.40x 10.45x 1.35x
2024-12-31 0.88x 0.34x 0.25x 20.31x 0.46x
2023-12-31 0.80x 0.12x 0.35x 41.66x 0.10x
2022-12-31 1.00x 0.00x 0.25x 948.67x 0.00x
2021-12-31 0.90x 17.87x 0.44x 5.90x 84.89x
2020-12-31 1.79x 16.83x 0.47x 4.03x 111.73x
2019-12-31 0.86x 4.16x 0.64x 9.72x 106.94x
2018-12-31 1.16x 4.02x 0.62x 1.66x 10.62x
2017-12-31 0.90x 2.85x 0.59x 1.65x 10.04x
2016-12-31 1.07x 2.52x 0.56x 1.42x 10.15x
2015-12-31 0.74x 2.38x 0.59x 1.30x 8.55x
2014-12-31 1.23x 2.25x 0.59x 1.42x 6.28x
2013-12-31 0.92x 2.22x 0.57x 2.07x 6.91x
2012-12-31 0.94x 2.09x 0.58x 1.35x 8.22x
2011-12-31 2.16x 1.99x 0.59x 1.11x 6.69x
2010-12-31 1.50x 2.07x 0.63x 1.21x 7.10x
2009-12-31 1.60x 4.09x 0.88x 1.60x 8.84x
2008-12-31 1.38x 4.84x 0.77x 1.43x 6.33x
2007-12-31 1.11x 4.40x 0.79x N/A 16.72x
2006-12-31 1.48x 3.69x 0.76x N/A 10.62x
2005-12-31 1.27x 2.92x 0.73x N/A 5.83x
2004-12-31 1.08x 1.53x 0.64x N/A 7.30x
2003-12-31 2.79x 1.44x 0.61x N/A 9.76x
2002-12-31 2.38x 1.70x 0.63x N/A 21.29x
2001-12-31 1.01x 1.85x 0.55x N/A 28.95x
2000-12-31 2.03x 0.67x 0.57x N/A 3.78x
1999-12-31 0.00x 0.00x 0.57x N/A 0.00x
1998-12-31 0.00x N/A 0.62x N/A 0.00x
1997-12-31 N/A N/A 0.47x N/A 0.00x
1996-12-31 N/A N/A N/A N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 28, 2023 Multi-Strategy Mast Brookfield N/A Sale 24.74K $11.96 $295.94K

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