Brookfield Asset Management (NYSE:BAM) Releases Quarterly Earnings Results, Beats Expectations By $0.06 EPS

Brookfield Asset Management (NYSE:BAM) (TSE:BAM.A) issued its quarterly earnings data on Wednesday. The financial services provider reported $0.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.41 by $0.06, reports. Brookfield Asset Management had a net margin of 58.25% and a return on equity of 33.77%. The firm had revenue of $1.39 billion during the quarter, compared to analysts’ expectations of $1.40 billion.

Here are the key takeaways from Brookfield Asset Management’s conference call:

• Brookfield reported a strong 2025 operating year—$112 billion of capital raised, a record $66 billion invested, $50 billion of equity monetized, fee-bearing capital up 12% to >$600 billion, record fee-related earnings of $3 billion (+22% YoY) and distributable earnings of $2.7 billion (+14% YoY).
• Management expects robust 2026 growth driven by strategic moves—closing the remaining stake in Oaktree, the anticipated Just Group acquisition, and Q4 acquisitions that together add >$200 million of annualized FRE—supporting at‑or‑above long‑term mid‑to‑high‑teens FRE growth.
• Leadership transition formalized as Conor Teskey becomes CEO of Brookfield Asset Management while Bruce Flatt remains chair (and CEO of Brookfield Corporation); management says this is an incremental change with no operational disruption.
• Board increased the quarterly dividend by 15% to $0.50025 per share and the firm ended the year with $3 billion of corporate liquidity and recent bond issuance, though the full ownership of Oaktree will lower consolidated FRE margins even as it is described as accretive.
• Brookfield is aggressively positioning for AI-driven demand with a $100 billion global AI infrastructure program (inaugural $10 billion fund with $5 billion committed) and a $20 billion strategic JV in Qatar, leveraging integrated data‑center and power capabilities to capture large long‑duration offtake contracts.

Brookfield Asset Management Price Performance

Shares of BAM traded up $1.73 on Wednesday, hitting $49.10. The company’s stock had a trading volume of 2,457,805 shares, compared to its average volume of 2,670,993. The company has a 50 day moving average price of $52.59 and a 200 day moving average price of $55.78. Brookfield Asset Management has a fifty-two week low of $41.78 and a fifty-two week high of $64.10. The company has a market capitalization of $80.41 billion, a PE ratio of 30.71, a PEG ratio of 2.15 and a beta of 1.40. The company has a debt-to-equity ratio of 0.05, a current ratio of 0.97 and a quick ratio of 0.97.

Brookfield Asset Management Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Friday, November 28th were issued a dividend of $0.4375 per share. The ex-dividend date of this dividend was Friday, November 28th. This represents a $1.75 dividend on an annualized basis and a dividend yield of 3.6%. Brookfield Asset Management’s dividend payout ratio (DPR) is presently 109.38%.

Hedge Funds Weigh In On Brookfield Asset Management

Institutional investors have recently modified their holdings of the stock. State Street Corp lifted its stake in Brookfield Asset Management by 11,172.2% in the second quarter. State Street Corp now owns 3,524,700 shares of the financial services provider’s stock valued at $194,845,000 after buying an additional 3,493,431 shares in the last quarter. Legal & General Group Plc lifted its position in Brookfield Asset Management by 2,834.0% in the 3rd quarter. Legal & General Group Plc now owns 2,365,709 shares of the financial services provider’s stock valued at $134,659,000 after acquiring an additional 2,285,077 shares in the last quarter. Canada Pension Plan Investment Board boosted its stake in Brookfield Asset Management by 55.0% in the 2nd quarter. Canada Pension Plan Investment Board now owns 1,699,374 shares of the financial services provider’s stock worth $94,117,000 after purchasing an additional 602,962 shares during the period. Bank of America Corp DE increased its holdings in Brookfield Asset Management by 12.0% during the 2nd quarter. Bank of America Corp DE now owns 2,968,656 shares of the financial services provider’s stock worth $164,107,000 after purchasing an additional 318,116 shares in the last quarter. Finally, First Trust Advisors LP raised its stake in shares of Brookfield Asset Management by 2,610.3% in the 3rd quarter. First Trust Advisors LP now owns 254,175 shares of the financial services provider’s stock valued at $14,473,000 after purchasing an additional 244,797 shares during the period. 68.41% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Morgan Stanley set a $62.00 price objective on shares of Brookfield Asset Management in a research note on Monday, October 13th. Loop Capital set a $60.00 price target on shares of Brookfield Asset Management in a report on Tuesday, January 6th. Scotiabank decreased their price target on shares of Brookfield Asset Management from $67.25 to $65.75 and set a “sector outperform” rating on the stock in a research report on Monday, November 10th. Wall Street Zen raised shares of Brookfield Asset Management from a “sell” rating to a “hold” rating in a research report on Saturday, January 10th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Brookfield Asset Management in a research note on Monday, December 22nd. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $63.38.

More Brookfield Asset Management News

Here are the key news stories impacting Brookfield Asset Management this week:

• Positive Sentiment: Record financial and operational results: fee‑related earnings rose 28% to $867M and distributable earnings rose 18% to $767M for Q4; BAM reported record fundraising ($35B in Q4; $112B for 2025) and larger fee‑bearing capital (~$603B), supporting growth and recurring fees. Brookfield Asset Management Announces Record 2025 Results and 15% Dividend Increase
• Positive Sentiment: Earnings beat and strong metrics: Q4 EPS of $0.47 topped consensus (Zacks/Street estimates) and margins expanded — a near-term catalyst for sentiment and analyst outlooks. BAM Beats Q4 Earnings
• Positive Sentiment: 15% dividend raise signals confidence and raises yield for income investors — payable March 31, 2026. Dividend Increase Release
• Positive Sentiment: Planned leadership transition: Connor Teskey named CEO while Bruce Flatt remains Board Chair and continues as CEO of the parent — a succession that markets often reward when it preserves strategic continuity. Brookfield Names Connor Teskey CEO (WSJ)
• Neutral Sentiment: Strategic initiatives: BAM launched a $100B AI infrastructure program and expanded real‑estate/solar deals — long‑term growth drivers but require execution and capital deployment. Brookfield Expands Real Estate And Solar (Yahoo)
• Negative Sentiment: Some profitability and balance‑sheet caveats: quarterly net income fell vs. prior year and corporate borrowings rose (BAM issued senior notes and shows ~$2.5B corporate borrowings), which could worry leverage‑conscious investors. Record Q4 Results & Notes (Quiver)
• Negative Sentiment: Minor revenue miss on the quarter (reported $1.39B vs. ~$1.40B consensus) — EPS beat offsets this, but revenue cadence and deployment pace will be watched on the call. Earnings Release & Call (MarketBeat)

About Brookfield Asset Management

Brookfield Asset Management is a global alternative asset manager headquartered in Toronto, Canada, that specializes in investments in real assets and related private equity and credit strategies. The firm acquires, manages and develops assets in sectors such as real estate, renewable power, infrastructure and private equity, seeking long-term value through active asset management and operational improvements. Brookfield structures and manages commingled funds, listed partnerships and separate accounts for institutional and retail investors.

The company’s products and services include fund management across equity and debt strategies, direct asset ownership and operations, property and facilities management, and capital markets solutions.