Sign in

You're signed outSign in or to get full access.

Brookfield Asset Management (BAM)

--

Earnings summaries and quarterly performance for Brookfield Asset Management.

Research analysts who have asked questions during Brookfield Asset Management earnings calls.

Alexander Blostein

Alexander Blostein

Goldman Sachs

6 questions for BAM

Also covers: AB, AMG, AMP +31 more
CR

Cherilyn Radbourne

TD Cowen

6 questions for BAM

Also covers: ATS, BIP, BN +1 more
KW

Kenneth Worthington

JPMorgan Chase & Co.

6 questions for BAM

Also covers: APO, ARES, BEN +27 more
Craig Siegenthaler

Craig Siegenthaler

Bank of America

4 questions for BAM

Also covers: AB, AMP, AMTD +26 more
MS

Mario Saric

Scotiabank

4 questions for BAM

Also covers: BN, BPY, BPYPP
BD

Bart Dziarski

RBC Capital Markets

3 questions for BAM

Also covers: BBU, BN
Jaeme Gloyn

Jaeme Gloyn

National Bank Financial

3 questions for BAM

Also covers: BBU, BN, FRFHF
SM

Sohrab Movahedi

BMO Capital Markets

3 questions for BAM

Also covers: BN, BNS, CM +2 more
BR

Ben Rubin

UBS

2 questions for BAM

Also covers: CNS, EVR, HLI +5 more
Brian Bedell

Brian Bedell

Deutsche Bank

2 questions for BAM

Also covers: AMG, AMTD, APO +22 more
DF

Dan Fannon

Jefferies & Company Inc.

2 questions for BAM

Also covers: AB, AMG, AMTD +22 more
DF

Daniel Fannon

Jefferies Financial Group Inc.

2 questions for BAM

Also covers: AB, AMG, AMTD +27 more
MB

Michael Brown

Wells Fargo Securities

2 questions for BAM

Also covers: APO, ARES, BLK +18 more
Michael Cyprys

Michael Cyprys

Morgan Stanley

2 questions for BAM

Also covers: AAMI, AMP, AMTD +30 more
RK

Robert Kwan

RBC Capital Markets

2 questions for BAM

Also covers: ATGFF, BN, ENB +2 more
BT

Barron Thomas

Morgan Stanley

1 question for BAM

Crispin Love

Crispin Love

Piper Sandler

1 question for BAM

Also covers: ABL, ABR, AGNC +24 more
DW

Dean Wilkinson

CIBC Capital Markets

1 question for BAM

Also covers: BN, BPYPP
NP

Nikolaus Priebe

CIBC

1 question for BAM

Also covers: BBU, CIXXF, FRFHF
Ritwik Roy

Ritwik Roy

Jefferies

1 question for BAM

Also covers: AB
Vikram Gandhi

Vikram Gandhi

HSBC

1 question for BAM

Also covers: ALL, CB, KKR +1 more

Recent press releases and 8-K filings for BAM.

Brookfield Asset Management Renews Share Buyback Program
BAM
Share Buyback
  • Brookfield Asset Management has renewed its normal course issuer bid, providing the option to purchase up to 36,946,177 Class A Limited Voting Shares, representing approximately 10% of the public float.
  • The new share buyback program will be active from January 13, 2026, to January 12, 2027.
  • As of December 31, 2025, the public float of Class A Shares totaled 369,461,770.
  • Under the prior bid, which commenced on January 13, 2025, the company had purchased 6,548,561 Class A Shares at a weighted average price of US$54.14 as of December 31, 2025.
  • The renewal allows the company to acquire Class A Shares in alignment with its investment and capital allocation strategies, with all purchased shares to be cancelled or used for long-term incentive plans.
6 hours ago
Brookfield Asset Management Renews Share Buyback Program
BAM
Share Buyback
  • Brookfield Asset Management Ltd. has renewed its normal course issuer bid, providing the option to purchase up to 36,946,177 Class A Limited Voting Shares, which represents approximately 10% of the public float of its outstanding Class A Shares.
  • The period for this renewed normal course issuer bid will extend from January 13, 2026, to January 12, 2027.
  • As of December 31, 2025, the company had 1,637,941,906 Class A Shares issued and outstanding, with a public float of 369,461,770 shares.
  • Under the prior normal course issuer bid, which commenced on January 13, 2025, Brookfield Asset Management purchased 6,548,561 Class A Shares as of December 31, 2025, at a weighted average price of US$54.14.
  • All Class A Shares acquired under the new bid will be cancelled or purchased by a non-independent trustee for long-term incentive plans.
7 hours ago
Brookfield Asset Management Publishes 2026 Investment Outlook
BAM
New Projects/Investments
Guidance Update
  • Brookfield Asset Management Ltd. published its 2026 Investment Outlook on December 16, 2025, identifying the current period as one of the most significant investment periods in decades, driven by accelerating global economic forces and a structural, multi-decade cycle.
  • The outlook highlights a "once-in-a-generation investment supercycle" in infrastructure, fueled by digitalization, decarbonization, and deglobalization, with explosive demand for digital infrastructure and power due to AI adoption.
  • In renewable power and transition, global electricity demand is accelerating faster than supply, necessitating an "any-and-all" approach to energy, including renewables, storage, nuclear, and natural gas.
  • For private equity, value creation is shifting towards operational excellence and business transformation, while real estate markets are normalizing, creating opportunities for selective, operationally focused investors.
Dec 16, 2025, 11:45 AM
Brookfield CEO Discusses Diversified Growth, AI Infrastructure, and Fundraising Outlook
BAM
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
  • Brookfield's CEO, Bruce Flatt, highlighted the company's diversified business model across real estate, infrastructure, renewables, credit, and private equity, which contributes to its strong resiliency.
  • The company achieved significant fundraising, raising $120 billion in 2024 and $100 billion in 2025, with expectations for larger fundraising in 2026 as major funds enter the market.
  • AI infrastructure is a key focus, described as a multi-trillion-dollar capital formation cycle, with Brookfield aiming to manage $100 billion in AI infrastructure assets over a 15-year buildout period.
  • Brookfield invested $110 billion in 2025 across its various businesses and realized over $75 billion in sales year-to-date through Q3 2025, with a projected $75-$100 billion in monetizations for 2026.
  • The insurance business (BWS) is rapidly expanding, with assets projected to grow from $25 billion five years ago to almost $200 billion shortly, and a long-term goal of $500 billion, leveraging Brookfield Asset Management's investment capabilities.
Dec 9, 2025, 3:40 PM
Brookfield (BAM) Discusses Strong Fundraising, AI Infrastructure Growth, and Monetization Outlook
BAM
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
  • Brookfield (BAM) has evolved into a leading global alternative asset manager with over $580 billion in fee-bearing capital.
  • The company raised $120 billion in 2024 and $100 billion in 2025, with 2026 expected to be larger as 50 funds are in the market.
  • Brookfield is heavily focused on AI infrastructure, describing it as a multi-trillion-dollar capital formation cycle and aiming for $100 billion of assets in this space, leveraging its position as the largest builder and operator of power plants globally.
  • Monetization activity has been robust, with over $75 billion in sales year-to-date through Q3 2025, and an expectation of $75-$100 billion in 2026.
  • The insurance business (BN/BWS) is growing rapidly, with assets expected to reach almost $200 billion shortly and a long-term goal of $500 billion, contributing significantly to Brookfield Asset Management's capital allocation.
Dec 9, 2025, 3:40 PM
Brookfield Discusses 2026 Outlook, AI Infrastructure, and Fundraising Targets
BAM
New Projects/Investments
Guidance Update
  • Brookfield (BAM) reported $100 billion in fundraising for 2025, following $120 billion in 2024, and anticipates larger fundraising in 2026 as major funds enter the market.
  • The company is actively pursuing the multi-trillion-dollar AI infrastructure market, aiming for $100 billion in assets in this sector, focusing on power and data center infrastructure build-out over the next 15 years.
  • Brookfield invested $110 billion in 2025 and realized $75 billion in asset sales year-to-date through Q3 2025, with expectations for $75 billion to $100 billion in sales for 2026, driven by improving market conditions.
  • The insurance business (BN/BWS) is rapidly expanding, with assets projected to reach nearly $200 billion shortly and potentially $500 billion eventually, targeting 15%+ ROEs through strategic investment and minimal insurance risk.
  • Brookfield's real estate segment successfully raised a fund of approximately $17.5 billion, noting strong fundamentals and a recovery in capital markets and transaction activity.
Dec 9, 2025, 3:40 PM
Brookfield and Qai Form $20 Billion AI Infrastructure Partnership
BAM
New Projects/Investments
  • Brookfield Asset Management Ltd. and Qai, Qatar's AI company and a subsidiary of Qatar Investment Authority (QIA), announced a strategic partnership to establish a $20 billion joint venture.
  • This joint venture will focus on artificial intelligence (AI) infrastructure in Qatar and select international markets.
  • Brookfield plans to invest in this venture through its recently launched Brookfield Artificial Intelligence Infrastructure Fund (BAIIF).
  • The partnership forms a cornerstone of Brookfield's global AI infrastructure program, which aims to mobilize up to $100 billion of total investment globally.
Dec 9, 2025, 11:00 AM
Brookfield and Qai Form $20 Billion Strategic Investment Partnership for AI Infrastructure
BAM
New Projects/Investments
M&A
  • Brookfield and Qai, Qatar’s AI company and a subsidiary of Qatar Investment Authority (QIA), have announced a strategic partnership to establish a $20 billion joint venture.
  • This joint venture will focus on artificial intelligence (AI) infrastructure in Qatar and select international markets, including the development of fully integrated AI facilities.
  • The partnership will form a cornerstone of Brookfield’s global AI infrastructure program, which aims to mobilize up to $100 billion of total investment globally.
  • The initiative is expected to play a central role in supporting Qatar’s ambition to become a leading hub for AI services and infrastructure in the Middle East.
Dec 9, 2025, 10:00 AM
Brookfield launches $100 billion AI Infrastructure Program
BAM
New Projects/Investments
Product Launch
  • Brookfield Asset Management Ltd. launched a $100 billion global AI Infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority (KIA).
  • The program includes the Brookfield Artificial Intelligence Infrastructure Fund (BAIIF), which has a target of $10 billion of equity commitments and has already secured $5 billion from founding partners.
  • As part of this initiative, Brookfield is launching Radiant, a new NVIDIA Cloud Partner, to provide full-stack AI services and has secured a $5 billion framework agreement with Bloom Energy for power solutions.
  • Additionally, Brookfield announced partnerships in France and Sweden for up to $30 billion of combined AI Infrastructure investment.
Nov 19, 2025, 12:00 PM
Brookfield Asset Management Ltd. Completes Senior Notes Offering
BAM
Debt Issuance
  • Brookfield Asset Management Ltd. (BAM) completed an offering of US$1 billion in aggregate principal amount of senior notes on November 18, 2025.
  • The offering included US$600,000,000 of 4.653% senior notes due 2030 and US$400,000,000 of 5.298% senior notes due 2036.
  • The 2030 Notes mature on November 15, 2030, with interest payable semi-annually starting May 15, 2026, and the 2036 Notes mature on January 15, 2036, with interest payable semi-annually starting July 15, 2026.
  • BAM may redeem the notes under specific conditions, including a "make-whole" redemption price prior to certain dates and at 100% of principal plus accrued interest thereafter.
  • The company is required to offer to repurchase the notes at 101% of their principal amount plus accrued interest upon a "Change of Control Triggering Event".
Nov 18, 2025, 9:20 PM