Brookfield Asset Management (NYSE:BAM) Upgraded by BMO Capital Markets to “Strong-Buy” Rating

BMO Capital Markets upgraded shares of Brookfield Asset Management (NYSE:BAM) (TSE:BAM.A) from a hold rating to a strong-buy rating in a research note published on Thursday morning,Zacks.com reports.

A number of other research firms have also recently commented on BAM. Royal Bank Of Canada set a $74.00 target price on Brookfield Asset Management and gave the company an “outperform” rating in a research note on Monday, December 15th. Morgan Stanley set a $62.00 target price on shares of Brookfield Asset Management in a report on Monday, October 13th. The Goldman Sachs Group reduced their target price on shares of Brookfield Asset Management from $67.00 to $60.00 and set a “buy” rating on the stock in a research report on Tuesday, January 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of Brookfield Asset Management in a research report on Monday, December 22nd. Finally, Wall Street Zen upgraded shares of Brookfield Asset Management from a “sell” rating to a “hold” rating in a report on Saturday, January 10th. Three equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $64.33.

Brookfield Asset Management Trading Down 2.1%

NYSE:BAM opened at $48.65 on Thursday. The company has a 50-day moving average price of $52.47 and a 200-day moving average price of $55.69. The stock has a market cap of $79.69 billion, a price-to-earnings ratio of 32.01, a P/E/G ratio of 2.10 and a beta of 1.40. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 0.05. Brookfield Asset Management has a 12 month low of $41.78 and a 12 month high of $64.10.

Brookfield Asset Management (NYSE:BAM) (TSE:BAM.A) last released its quarterly earnings results on Wednesday, February 4th. The financial services provider reported $0.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.41 by $0.06. Brookfield Asset Management had a net margin of 51.59% and a return on equity of 29.67%. The company had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.40 billion. Equities analysts predict that Brookfield Asset Management will post 1.7 EPS for the current year.

Brookfield Asset Management Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, February 27th will be issued a $0.5025 dividend. This represents a $2.01 annualized dividend and a yield of 4.1%. This is a boost from Brookfield Asset Management’s previous quarterly dividend of $0.44. The ex-dividend date of this dividend is Friday, February 27th. Brookfield Asset Management’s dividend payout ratio is presently 109.38%.

Institutional Investors Weigh In On Brookfield Asset Management

Several institutional investors and hedge funds have recently made changes to their positions in BAM. New York State Common Retirement Fund raised its position in Brookfield Asset Management by 18.5% in the 3rd quarter. New York State Common Retirement Fund now owns 465,600 shares of the financial services provider’s stock worth $26,511,000 after buying an additional 72,600 shares during the last quarter. Intact Investment Management Inc. grew its stake in shares of Brookfield Asset Management by 127.5% in the third quarter. Intact Investment Management Inc. now owns 590,560 shares of the financial services provider’s stock worth $33,612,000 after acquiring an additional 330,970 shares during the period. Nicola Wealth Management LTD. raised its holdings in shares of Brookfield Asset Management by 115.4% during the third quarter. Nicola Wealth Management LTD. now owns 216,558 shares of the financial services provider’s stock valued at $12,325,000 after purchasing an additional 116,000 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in Brookfield Asset Management by 1.6% during the second quarter. Envestnet Asset Management Inc. now owns 430,081 shares of the financial services provider’s stock valued at $23,774,000 after purchasing an additional 6,728 shares during the period. Finally, Legal & General Group Plc boosted its holdings in Brookfield Asset Management by 144.5% in the second quarter. Legal & General Group Plc now owns 80,632 shares of the financial services provider’s stock worth $4,456,000 after purchasing an additional 47,659 shares during the last quarter. Institutional investors own 68.41% of the company’s stock.

More Brookfield Asset Management News

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

• Positive Sentiment: Record results, fundraising and fee growth: BAM reported Q4/2025 fee‑related earnings of $867M (up 28% YoY), distributable earnings of $767M (up 18% YoY) and a record $35B raised in Q4 ($112B for 2025). These operational beats support long‑term fee visibility. Record 2025 Results & Dividend
• Positive Sentiment: Dividend hike: BAM’s board raised the quarterly dividend to $0.5025 (15% increase; ~4% yield), signaling confidence in cash flow and supporting income‑oriented investor demand. Dividend Increase
• Positive Sentiment: Earnings beat: Q4 EPS topped consensus (reported $0.47 vs. estimates ~ $0.41–$0.43), reinforcing the better revenue/fee trajectory. Earnings Call / Press Release
• Positive Sentiment: Street support: BMO upgraded BAM to Outperform and JPMorgan raised its price target from $68 to $72 (even while keeping a neutral rating) — both moves lift the consensus valuation outlook. BMO Upgrade JPMorgan Price Target Lift
• Neutral Sentiment: CEO succession: Connor Teskey was named CEO (Bruce Flatt remains Chair and will continue as CEO of Brookfield Corp.), which the company frames as a planned succession to sustain growth — investors will watch execution and messaging. CEO Appointment
• Neutral Sentiment: Strategic initiatives: BAM launched/expanded AI infrastructure plans and new funds (including a $100B program and a $20B JV with Qatar’s Qai) and continued M&A (Oaktree, Angel Oak) — positive for growth but dependent on successful deployment. Strategic Initiatives
• Neutral Sentiment: Business expansion: BAM is expanding real‑estate and solar deals in the U.S., supporting deployment momentum but increasing capital intensity. Real Estate & Solar Deals
• Negative Sentiment: Legal/transaction risk: A law firm is investigating the proposed sale of Peakstone Realty Trust to Brookfield, creating potential deal uncertainty or reputational/legal costs. Peakstone Investor Alert
• Negative Sentiment: Some cautionary items in the release: GAAP net income fell modestly YoY in the quarter and BAM disclosed $2.5B of corporate borrowings and elevated liabilities — these raise short‑term leverage/earnings questions despite strong FRE/DE. Financial Details

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.