your badges 52W Range $42–$59 13% of range Analyst Rating BUY 23 analysts Price Target $58 +29% upside P/E · ROE 26.6% Net Profit Margin 53.4%

BAM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $44.50
Revenue $4.82B
ROE 26.6%
52W Range $42–$59

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10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$4.82B
2023-12-31 → 2025-12-31
Net margin53.4%
2025-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio117.5%
Annualized Payout≈$2.01Paid quarterly
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 31, 2026$0.50USD≈3.8%
May 29, 2026$0.50USD≈3.9%
Feb 27, 2026$0.50USD≈3.9%
Nov 28, 2025$0.44USD≈3.3%
Aug 29, 2025$0.44USD≈2.8%
May 30, 2025$0.44USD≈2.9%
Feb 28, 2025$0.44USD≈2.8%
Nov 29, 2024$0.38USD≈2.7%
Aug 30, 2024$0.38USD≈3.6%
May 31, 2024$0.38USD≈3.6%
Feb 28, 2024$0.38USD≈3.3%
Nov 29, 2023$0.32USD≈3.6%
Aug 30, 2023$0.32USD≈2.8%
May 30, 2023$0.32USD≈2.1%
Feb 27, 2023$0.32USD≈0.96%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise 1.8%
Next Report Nov 05, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 4, 2026 $0.44 $0.45 -1.4%
March 31, 2026 $0.43 $0.43 0.44%
Dec. 31, 2025 $0.47 $0.44 6.0%
Sept. 30, 2025 $0.41 $0.41 0.47%
June 30, 2025 $0.42 $0.39 6.7%
March 31, 2025 $0.40 $0.40 -1.1%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 8
Metric Trend 202520242023
Revenue $4.82B$3.98B$4.06B
SG&A Expense $56M$64M$56M
Operating Expenses $2.04B$1.68B$1.55B
Interest Income $98M$143M$172M
Pretax Income $2.92B$2.55B$2.55B
Income Tax $527M$438M$417M
Net Income $2.40B$2.11B$2.14B
EBITDA $40M··
Balance Sheet 12
Metric Trend 202520242023
Cash & Equivalents $1.58B$404M$9M
PP&E (Net) $92M$58M·
Goodwill $236M$251M·
Intangibles $234M$38M·
Total Assets $17.05B$14.16B$3.21B
Deferred Tax $169M$46M·
Total Liabilities $6.74B$2.97B$1.12B
Paid-in Capital $154M$152M$403M
Retained Earnings $-851M$-488M$-35M
AOCI $188M$162M$3M
Stockholders' Equity $8.91B$9.09B$9.30B
Liabilities + Equity $17.05B$14.16B$3.21B
Cash Flow 11
Metric Trend 202520242023
D&A $40M$14M$14M
Stock-based Comp $123M$103M$33M
Deferred Tax $151M$274M$92M
Amort. of Intangibles $20M$4M·
Other Non-cash $-611M··
Operating Cash Flow $2.10B$1.61B$1.44B
Investing Cash Flow $-339M$-1.74B$-475M
Dividends Paid $2.82B$2.48B$2.10B
Financing Cash Flow $-590M$-2.12B$-1.84B
Net Change in Cash ·$3M$8M
Taxes Paid $426M$449M$171M
Profitability 5
Metric Trend 202520242023
Net Margin 49.8%··
Pretax Margin 60.7%··
EBITDA Margin 0.83%··
ROA 15.4%14.2%·
ROE 26.6%8.6%·
Efficiency 1
Metric Trend 202520242023
Asset Turnover 0.3··
Per Share 1
Metric Trend 202520242023
Dividend / Share ·$1.52$1.28
Growth Rates 2
Metric Trend 202520242023
Revenue YoY 21.0%-2.0%·
Net Income YoY 13.8%-1.4%·
Valuation (TTM) 4
Metric Trend 202520242023
Revenue TTM $4.82B$3.98B·
Net Income TTM $2.40B$2.11B·
Payout Ratio 117.5%116.5%·
Annual Payout $2.82B$2.48B·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-31
Revenue $4.82B $3.98B $4.06B
Net Income $2.40B $2.11B $2.14B

Institutional owners (13F) 688 filers · $68.0B total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 688
Value held $68.0B
New positions 73
Exited positions 67
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
73 (-23 vs prior Q) 67 (0 vs prior Q) 223 (-13 vs prior Q) 216 (+19 vs prior Q) +8.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Brookfield Corp /ON/ $53,506,998,353 1,193,021,145 78.72% Shares
Partners Value Investments L.P. $1,327,040,054 29,588,407 1.95% Shares
ROYAL BANK OF CANADA $953,505,000 21,259,887 1.40% Shares
VANGUARD GROUP INC $928,414,204 17,723,182 1.37% Shares
PRINCIPAL FINANCIAL GROUP INC $607,798,209 13,551,754 0.89% Shares
Capital World Investors $604,819,035 13,485,369 0.89% Shares
VANGUARD CAPITAL MANAGEMENT LLC $520,573,832 11,604,929 0.77% Shares
MACKENZIE FINANCIAL CORP $492,943,601 7,748,249 0.73% Shares
TD Asset Management Inc $485,943,797 10,836,730 0.71% Shares
BANK OF MONTREAL /CAN/ $481,938,125 10,754,386 0.71% Shares
Capital International Investors $343,739,819 7,664,210 0.51% Shares
MORGAN STANLEY $308,400,791 6,876,269 0.45% Shares
BlackRock, Inc. $276,653,208 6,168,410 0.41% Shares
CIBC Asset Management Inc $256,716,193 5,701,677 0.38% Shares
FMR LLC $239,082,824 5,329,761 0.35% Shares
TD Waterhouse Canada Inc. $227,421,768 5,003,128 0.33% Shares
NORGES BANK $223,933,154 4,996,073 0.33% Shares
NEUBERGER BERMAN GROUP LLC $217,732,965 4,854,713 0.32% Shares
GEODE CAPITAL MANAGEMENT, LLC $215,125,113 4,601,246 0.32% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $209,860,225 4,686,883 0.31% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $189,658,648 3,629,105 0.28% Shares
GOLDMAN SACHS GROUP INC $175,753,000 3,918,684 0.26% Shares
STATE STREET CORP $168,455,389 3,755,973 0.25% Shares
NATIONAL BANK OF CANADA /FI/ $165,986,228 3,708,355 0.24% Shares
Caisse de depot et placement du Quebec $164,979,227 3,679,099 0.24% Shares
CIBC WORLD MARKET INC. $160,032,335 3,568,168 0.24% Shares
VANGUARD FIDUCIARY TRUST CO $154,552,008 3,445,377 0.23% Shares
DAVENPORT & Co LLC $149,692,239 3,357,238 0.22% Shares
COOKE & BIELER LP $137,422,643 3,064,050 0.20% Shares
BANK OF AMERICA CORP /DE/ $135,282,338 3,016,329 0.20% Shares
BANK OF NOVA SCOTIA $130,698,844 2,911,831 0.19% Shares
Vanguard Global Advisers, LLC $130,279,654 2,904,268 0.19% Shares
FIL Ltd $126,866,511 2,828,174 0.19% Shares
Legal & General Group Plc $104,461,611 2,329,537 0.15% Shares
Markel Group Inc. $98,398,791 2,193,953 0.14% Shares
Madison Investment Advisors, LLC $94,121,910 1,736,887 0.14% Shares
Douglass Winthrop Advisors, LLC $93,977,389 2,095,371 0.14% Shares
SCOTIA CAPITAL INC. $92,010,728 2,053,526 0.14% Shares
TORONTO DOMINION BANK $79,132,709 1,765,437 0.12% Shares
Polar Asset Management Partners Inc. $74,004,161 1,650,165 0.11% Shares
CANADA PENSION PLAN INVESTMENT BOARD $73,571,436 1,641,737 0.11% Shares
INTACT INVESTMENT MANAGEMENT INC. $72,175,092 1,609,078 0.11% Shares
Madison Asset Management, LLC $70,433,280 1,570,419 0.10% Shares
JPMORGAN CHASE & CO $70,407,993 1,599,818 0.10% Shares
JANE STREET GROUP, LLC $70,126,159 1,563,571 0.10% Shares
MILLENNIUM MANAGEMENT LLC $67,682,373 1,509,083 0.10% Shares
1832 Asset Management L.P. $56,929,899 1,269,340 0.08% Shares
JONES FINANCIAL COMPANIES LLLP $53,912,068 1,208,246 0.08% Shares
Federation des caisses Desjardins du Quebec $52,697,245 1,178,219 0.08% Shares
Quadrature Capital Ltd $52,616,248 1,173,362 0.08% Shares

Show all 688 institutional owners →

Activists & 5%+ owners 3 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
BROOKFIELD CORPORATION, BAM PARTNERS TRUST ×3 filings April 6, 2026 72.80% Amendment · SEC
PARTNERS VALUE INVESTMENTS L.P., PARTNERS VALUE SPLIT CORP. Feb. 5, 2025 1.90% Amendment · SEC
PARTNERS VALUE INVESTMENTS LP, PARTNERS VALUE SPLIT CORP. Dec. 20, 2022 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 75 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
AAUM · Tema ETF Trust 5.05% 2,407 NS May 31, 2026 N-PORT
GPZ · VanEck ETF Trust 4.61% 230,395 NS June 30, 2026 N-PORT
LBO · EA Series Trust 3.00% 5,354 NS April 30, 2026 N-PORT
ACEP · EA Series Trust 2.39% 49,355 NS May 29, 2026 N-PORT
TMFG · RBB Fund, Inc. 2.34% 171,812 NS May 31, 2026 N-PORT
OEFA · ALPS ETF Trust 1.95% 14,061 NS May 31, 2026 N-PORT
SAGP · Advisors' Inner Circle Fund III 1.53% 26,118 NS June 30, 2026 N-PORT
NBGX · Neuberger Berman ETF Trust 1.49% 4,595 NS May 31, 2026 N-PORT
DNL · WisdomTree Trust 1.06% 115,520 NS June 30, 2026 N-PORT
IQDF · FlexShares Trust 0.78% 186,450 NS July 31, 2026 N-PORT
IQDY · FlexShares Trust 0.76% 17,420 NS July 31, 2026 N-PORT
BBCA · J.P. Morgan Exchange-Traded Fund Tr… 0.61% 1,369,257 NS April 30, 2026 N-PORT
FLCA · Franklin Templeton ETF Trust 0.56% 95,658 NS June 30, 2026 N-PORT
EWC · iShares, Inc. 0.50% 726,122 SH Sept. 11, 2026 Daily
PAPI · Morgan Stanley ETF Trust 0.48% 42,390 NS June 30, 2026 N-PORT
IDHQ · Invesco Exchange-Traded Fund Trust … 0.32% 74,974 SH Sept. 28, 2026 Daily
IGRO · iShares Trust 0.31% 85,607 SH Sept. 11, 2026 Daily
VIGI · VANGUARD WHITEHALL FUNDS 0.30% 615,199 SH Aug. 19, 2026 Daily
MFSG · MFS Active Exchange Traded Funds Tr… 0.28% 19,945 NS May 31, 2026 N-PORT
IYF · iShares Trust 0.27% 251,990 SH Sept. 11, 2026 Daily
FTLS · First Trust Exchange-Traded Fund III 0.19% 100,275 NS July 31, 2026 N-PORT
FEDM · FlexShares Trust 0.19% 3,087 NS July 31, 2026 N-PORT
QINT · AMERICAN CENTURY ETF TRUST 0.18% 22,683 NS May 31, 2026 N-PORT
GSIE · Goldman Sachs ETF Trust 0.16% 194,601 NS May 31, 2026 N-PORT
IMFL · Invesco Exchange-Traded Self-Indexe… 0.13% 29,831 SH Sept. 28, 2026 Daily
IXG · iShares Trust 0.11% 16,451 SH Sept. 11, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.11% 115,241 SH Sept. 28, 2026 Daily
VYMI · VANGUARD WHITEHALL FUNDS 0.09% 430,577 SH Aug. 19, 2026 Daily
PTIN · Pacer Funds Trust 0.08% 3,023 NS April 30, 2026 N-PORT
BKIE · BNY Mellon ETF Trust 0.07% 18,375 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 11,116 SH Sept. 28, 2026 Daily
SCHF · SCHWAB STRATEGIC TRUST 0.06% 850,545 NS May 31, 2026 N-PORT
IWY · iShares Trust 0.06% 194,319 SH Sept. 11, 2026 Daily
CVIE · Morgan Stanley ETF Trust 0.06% 5,264 NS June 30, 2026 N-PORT
IDEV · iShares Trust 0.05% 375,474 SH Sept. 11, 2026 Daily
PABD · iShares Trust 0.05% 3,624 SH Sept. 11, 2026 Daily
IWF · iShares Trust 0.05% 1,329,264 SH Sept. 11, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.05% 3,697,265 SH Aug. 19, 2026 Daily
VONG · VANGUARD SCOTTSDALE FUNDS 0.05% 562,883 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.05% 76,261 SH Aug. 19, 2026 Daily
SPDW · SPDR INDEX SHARES FUNDS 0.05% 446,734 NS June 30, 2026 N-PORT
GXUS · Goldman Sachs ETF Trust II 0.05% 6,061 NS May 29, 2026 N-PORT
CWI · SPDR INDEX SHARES FUNDS 0.05% 27,936 NS June 30, 2026 N-PORT
ACWX · iShares Trust 0.04% 113,859 SH Sept. 11, 2026 Daily
DBAW · DBX ETF Trust 0.04% 2,339 NS May 29, 2026 N-PORT
AVSD · AMERICAN CENTURY ETF TRUST 0.04% 3,896 NS May 31, 2026 N-PORT
VXUS · VANGUARD STAR FUNDS 0.04% 5,576,354 SH Aug. 19, 2026 Daily
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0.04% 885,320 SH Aug. 19, 2026 Daily
MSLC · MORGAN STANLEY PATHWAY FUNDS 0.04% 30,765 NS May 31, 2026 N-PORT
GVUS · Goldman Sachs ETF Trust 0.04% 3,019 NS May 31, 2026 N-PORT
IXUS · iShares Trust 0.04% 451,529 SH Sept. 11, 2026 Daily
LOWC · SPDR INDEX SHARES FUNDS 0.04% 1,500 NS June 30, 2026 N-PORT
TLTD · FlexShares Trust 0.03% 4,488 NS July 31, 2026 N-PORT
IWL · iShares Trust 0.03% 14,603 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.03% 265,099 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.02% 104,402 SH Sept. 11, 2026 Daily
GGUS · Goldman Sachs ETF Trust 0.02% 2,325 NS May 31, 2026 N-PORT
ACIM · SPDR INDEX SHARES FUNDS 0.02% 9,316 NS June 30, 2026 N-PORT
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 62,679 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 32,044 SH Aug. 19, 2026 Daily
KOKU · DBX ETF Trust 0.02% 3,176 NS May 29, 2026 N-PORT
URTH · iShares, Inc. 0.02% 31,914 SH Sept. 11, 2026 Daily
ONEO · SPDR SERIES TRUST 0.02% 118 NS June 30, 2026 N-PORT
TOK · iShares Trust 0.02% 909 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.02% 113,746 SH Sept. 11, 2026 Daily
DEEF · DBX ETF Trust 0.02% 182 NS May 29, 2026 N-PORT
DEUS · DBX ETF Trust 0.01% 749 NS May 29, 2026 N-PORT
AVDE · AMERICAN CENTURY ETF TRUST 0.01% 45,741 NS May 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 323,093 SH Aug. 19, 2026 Daily
IWX · iShares Trust 0.00% 3,637 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.00% 55,717 SH Sept. 11, 2026 Daily
QWLD · SPDR INDEX SHARES FUNDS 0.00% 20 NS June 30, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.00% 15,358 SH Aug. 19, 2026 Daily
EHLS · Tidal Trust II -0.30% -4,084 NS June 30, 2026 N-PORT
MKTN · Federated Hermes ETF Trust -0.41% -9,847 NS June 30, 2026 N-PORT

BAM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 23 analysts BUY
Median target $55.50 +24.7%
1 4.3% Strong Buy
12 52.2% Buy
9 39.1% Hold
0 0.0% Sell
1 4.3% Strong Sell

12-Month Price Target

18 analysts · 2026-09-23

Mean target $57.52 +29.3%

Now Current price $44.50
Low$44.00 Mean$57.52 High$70.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
BAM · · 21.0% 49.8% 26.6% ·
BLK $165.98B 30.3 18.7% 22.9% 10.7% ·
BX $115.40B 39.8 9.2% 20.9% 35.8% ·
BNY · · · · · ·
KKR $113.64B · -11.0% 12.2% 8.7% ·
STT $36.00B 13.7 7.3% 21.1% 10.7% ·
KKR $113.64B · -11.0% 12.2% 8.7% ·
AMP $44.75B 13.5 5.5% 18.8% 56.4% ·
NTRS · · · · · ·
ARES · · 28.9% 11.1% 13.5% ·
PS · · · · · ·

Latest News Recent headlines mentioning this company

23
Brookfield Quintupled Its AI Power Framework to $25 Billion. Bloom Gets the Opportunity, but Who Takes the Risk? Yahoo Finance · 3 weeks, 4 days ago Nvidia AI Chips Are Now an Asset Class. BlackRock CEO Larry Fink Just Compared Them to Mortgage-Backed Securities. Yahoo Finance · 1 month, 2 weeks ago NVIDIA Joins Hands With Global Finance Giants To Mobilize Over $500 Bln For AI Infrastructure Nasdaq · 1 month, 2 weeks ago Brookfield Corporation Bought Back $1 Billion of Its Own Stock. Is This the Bottom for Alternative Asset Managers? Nasdaq · 3 months, 3 weeks ago 3 High-Yield Dividend Stocks I Can't Wait to Buy in June to Boost My Passive Income Nasdaq · 3 months, 3 weeks ago Brookfield Asset Management Q1 Earnings Call Highlights Yahoo Finance · 4 months, 2 weeks ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 10, 2026