Brookfield Asset Management
About: Brookfield Asset Management Ltd engages in providing alternative asset management services through an ownership interest in a alternative asset management business. It offers a range of alternative investment products to investors around the world including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies, and private wealth investors.
Employees: 2,500
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
63% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 46
60% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 8 (+3) [Q4]
31% more call options, than puts
Call options by funds: $28.5M | Put options by funds: $21.8M
18% more capital invested
Capital invested by funds: $13.6B [Q3] → $16.1B (+$2.5B) [Q4]
4% more funds holding
Funds holding: 541 [Q3] → 561 (+20) [Q4]
2.24% more ownership
Funds ownership: 64.72% [Q3] → 66.96% (+2.24%) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 183
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$48
2%
downside
Avg. target
$55
13%
upside
High target
$65
33%
upside
4 analyst ratings
2 positive
50%
1 neutral
25%
1 negative
25%
Morgan Stanley | 2%upside $50 | Equal-Weight Maintained | 14 Apr 2025 |
B of A Securities Craig Siegenthaler 61% 1-year accuracy 22 / 36 met price target | 33%upside $65 | Buy Upgraded | 10 Apr 2025 |
Wells Fargo Michael Brown 37% 1-year accuracy 28 / 75 met price target | 2%downside $48 | Underweight Maintained | 8 Apr 2025 |
Scotiabank Mario Saric 53% 1-year accuracy 8 / 15 met price target | 19%upside $58 | Sector Outperform Maintained | 7 Apr 2025 |
Financial journalist opinion
Based on 19 articles about BAM published over the past 30 days
Positive
Seeking Alpha
2 days ago
2 Deeply Undervalued Rock-Solid 7%+ Yields That Can Thrive During Stagflation
Beat stagflation with these fortress-yield dividend stocks. Generate 7%+ income from inflation-indexed, recession-resistant cash flows. Why these two companies are positioned to outperform—even if the Fed doesn't cut rates.
Positive
Seeking Alpha
3 days ago
Brookfield Asset Management: I Know It Looks Bullish But It's Not A Buy Right Now
BAM's portfolio quality is improving with higher margins, a growing proportion of long-dated fee-bearing capital and a healthy fundraising flows environment. The Credit business is expected to be the key growth driver going ahead, benefiting from the Fed's higher-for-longer stance on interest rates. BAM is relatively insulated from tariffs due to its focus on domestic, service-oriented, and inflation-indexed businesses.
Positive
Zacks Investment Research
4 days ago
XP vs. BAM: Which Stock Is the Better Value Option?
Investors interested in Financial - Miscellaneous Services stocks are likely familiar with XP Inc.A (XP) and Brookfield Asset Management (BAM). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
GlobeNewsWire
5 days ago
Alper Daglioglu Joins Brookfield as Head of Investment Solutions Group
NEW YORK, April 17, 2025 (GLOBE NEWSWIRE) -- Brookfield Asset Management (NYSE: BAM, TSX: BAM) (“Brookfield”), a leading global alternative asset manager headquartered in New York with over $1 trillion of assets under management, today announced that industry leader Alper Daglioglu has joined Brookfield to lead the firm's newly formed Investment Solutions Group (“ISG”). Howard Marks, Co-Chairman of Oaktree Capital Management, L.P.
Negative
Seeking Alpha
6 days ago
Leading Investor Criticizes 60/40 Portfolio: Why Our Approach Is Better
The traditional 60-40 strategy has failed to deliver meaningful returns during recent market cycles. We discuss why the 60-40 strategy may be structurally broken going forward. We share an approach that we believe is far better for today's world.
Positive
Zacks Investment Research
1 week ago
Strength Seen in Brookfield (BAM): Can Its 9.6% Jump Turn into More Strength?
Brookfield (BAM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Positive
Seeking Alpha
1 week ago
Canadian Banks Ranking 2025 - Which Bank To Hold?
Let's rank the Big 6 Canadian banks from worst to best. Whether you already hold one of these financial giants or are considering adding a bank to your portfolio, this will help you understand key strengths, weaknesses, and long-term investment potential. Royal Bank of Canada is the best all-around performer right now.
Positive
Zacks Investment Research
1 week ago
Why Brookfield (BAM) Could Beat Earnings Estimates Again
Brookfield (BAM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Positive
Seeking Alpha
2 weeks ago
Keep Calm And Dividend On: 3 Future Proof Stocks To Buy Amid Market Chaos
Market confusion due to tariffs is short-term; long-term financial conditions are favorable, supporting a bullish outlook for US equities. Political biases influence economic outlooks, but data suggests US equities remain a strong investment, especially with AI and electrification advancements. Stay optimistic and level-headed; market corrections are manageable with a long-term, data-driven investment approach focused on high-quality dividend stocks.
Neutral
GlobeNewsWire
2 weeks ago
Brookfield Asset Management to Host First Quarter 2025 Results Conference Call
NEW YORK, April 07, 2025 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM), a leading global alternative asset manager headquartered in New York with over $1 trillion of assets under management, will host its first quarter 2025 conference call and webcast on Tuesday, May 6, 2025, at 11:00 a.m. ET.
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