BAM

Brookfield Asset Management Ltd.

NYSE · Investment Advice · Inc. A1 · CIK 0001937926
$47.13 +1.09% $77.2B
High Impact Filing (7/10)21 New Institutional Positions21 Institutional Exits
Vol
Market Cap$77.2B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders50 funds
Inst. Value$62.4B
Inst. Activity21 buys / 21 sells
Reddit Sentiment67° Warm
SEC Reports12
Press Releases4
Exchange NYSE·Sector Investment Advice·Inc. A1·CIK 0001937926·Prev Close $46.62

Price Targets

$56.86 +20.6% upside Strong Buy
Current $47.13 Low $44.00 Median $56.50 High $69.00 18 analysts
$44.00 $69.00

Analyst Ratings

Hold59% buy · 22 analysts
1Strong Buy
12Buy
8Hold
0Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 Piper Sandler MAINTAIN Neutral → Neutral
May 11, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 11, 2026 Scotiabank MAINTAIN Sector Outperform → Sector Outperform
May 6, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 21, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.44 ▼ -2.0% $0.42 — $0.45 15% YoY 15
Next Q $0.47 ▼ -2.2% $0.45 — $0.49 14% YoY 14
Current FY $1.84 ▼ -0.5% $1.79 — $1.89 11% YoY 17
Next FY $2.18 ▼ -0.8% $2.05 — $2.32 19% YoY 17

Top Institutional Holders

FundValueMove
BROOKFIELD Corp /ON/$53.0B
Partners Value Investments L.P.$1.3B
ROYAL BANK OF CANADA$876.1M
TD ASSET MANAGEMENT INC$594.1M
VANGUARD CAPITAL MANAGEMENT LLC$514.3M

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
50 institutional holders with $62.4B total value (1,404,303,189 shares) as of 2026-Q1. Top holders: BROOKFIELD, Partners, ROYAL.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BROOKFIELD Corp /ON/1,193,021,145$53.0B84.9%
2Partners Value Investments L.P.29,588,407$1.3B2.1%
3ROYAL BANK OF CANADA19,709,657$876.1M1.4%
4TD ASSET MANAGEMENT INC13,404,643$594.1M1.0%
5VANGUARD CAPITAL MANAGEMENT LLC11,566,760$514.3M0.8%
6BANK OF MONTREAL /CAN/10,513,011$467.5M0.7%
7Capital World Investors10,516,128$467.4M0.7%DOUBLED +107.6%
8MACKENZIE FINANCIAL CORP9,765,188$434.1M0.7%
9FMR LLC9,149,184$406.7M0.7%TRIM -44.1%
10Capital International Investors7,622,684$338.8M0.5%TRIM -42.7%
11MORGAN STANLEY5,761,362$256.1M0.4%ADD +46.1%
12FIL Ltd5,675,160$252.3M0.4%TRIM -42.2%
13BlackRock, Inc.5,516,645$245.2M0.4%
14MANUFACTURERS LIFE INSURANCE COMPANY, THE5,319,506$236.3M0.4%
15CIBC Asset Management Inc5,283,210$235.4M0.4%ADD +99.1%
16TD Waterhouse Canada Inc.4,708,162$206.1M0.3%DOUBLED +220.4%
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,886,049$197.8M0.3%
18STATE STREET CORP3,817,398$169.7M0.3%
19Neuberger Berman Group LLC3,774,413$167.7M0.3%ADD +33.1%
20CIBC WORLD MARKET INC.3,686,583$163.9M0.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsDOUBLED5,066,49410,516,128+107.6%$467.4M2026-Q1
FMR LLCTRIM16,375,3259,149,184-44.1%$406.7M2026-Q1
Capital International InvestorsTRIM13,311,8597,622,684-42.7%$338.8M2026-Q1
MORGAN STANLEYADD3,944,4835,761,362+46.1%$256.1M2026-Q1
FIL LtdTRIM9,821,5085,675,160-42.2%$252.3M2026-Q1
TD Waterhouse Canada Inc.DOUBLED1,469,6354,708,162+220.4%$206.1M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED287,5251,103,325+283.7%$49.0M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM3,577,7441,058,073-70.4%$47.1M2026-Q1
BRITISH COLUMBIA INVESTMENT MANAGEMENT CorpTRIM1,862,722923,700-50.4%$41.1M2026-Q1
AmundiADD472,894704,295+48.9%$31.3M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECNEW692,000$30.7M2026-Q1
BAMCO INC /NY/TRIM984,871398,072-59.6%$17.7M2026-Q1
AGF MANAGEMENT LTDNEAR_EXIT1,480,469216,253-85.4%$9.7M2026-Q1
SEI INVESTMENTS COADD119,675195,489+63.3%$8.7M2026-Q1
Clearbridge Investments, LLCADD95,352176,622+85.2%$7.9M2026-Q1
FRANKLIN RESOURCES INCADD126,906160,473+26.5%$7.1M2026-Q1
STRS OHIOTRIM296,743157,526-46.9%$7.0M2026-Q1
Cerity Partners LLCDOUBLED49,387114,734+132.3%$5.1M2026-Q1
Alberta Investment Management CorpNEAR_EXIT531,167101,035-81.0%$4.5M2026-Q1
HighTower Advisors, LLCTRIM226,13794,097-58.4%$4.2M2026-Q1
Mariner, LLCDOUBLED41,74685,303+104.3%$3.8M2026-Q1
Assenagon Asset Management S.A.DOUBLED10,27681,075+689.0%$3.6M2026-Q1
AMERIPRISE FINANCIAL INCNEAR_EXIT276,46968,922-75.1%$3.2M2026-Q1
Capula Management LtdTRIM90,85237,800-58.4%$1.9M2026-Q1
XPONANCE LLCADD32,62040,942+25.5%$1.8M2026-Q1

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

12 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 2 mixed, 7 neutral. Avg impact: 4.3/10.
MIXED INST-CLUSTER 5/10
7.5:1 buyer-to-seller conviction-weighted divergence: HSBC (+$28M, +8610%) and Citadel (+$8.2M, +385
Jun 11, 2026
MIXED INST-CLUSTER 4/10
A mixed institutional cluster in BAM for Q3 2025 shows three buyers (Citadel, Morgan Stanley, Legal
Jun 11, 2026
BULLISH 8-K 6/10
Brookfield Asset Management announced a $500 million investment in The OpenAI Deployment Company, a
May 11, 2026
NEUTRAL PRESS-RELEASE 2/10
Brookfield Asset Management announced that all 12 director nominees were elected at the annual meeti
May 8, 2026
NEUTRAL 8-K 2/10
Brookfield Asset Management held its 2026 annual meeting on May 7, 2026, with all 12 director nomine
May 8, 2026
BULLISH PRESS-RELEASE 7/10
Brookfield Asset Management reported Q1 2026 distributable earnings per share of $0.43, beating the
May 8, 2026
BULLISH 8-K 7/10
BAM reported Q1 2026 fee-related earnings of $772M (up 11% YoY) and distributable earnings of $0.43/
May 8, 2026
NEUTRAL 8-K 3/10
Brookfield Asset Management completed its previously announced all-cash acquisition of Peakstone Rea
May 6, 2026
NEUTRAL 8-K 5/10
Brookfield Asset Management Ltd. (BAM) issued $1 billion in new senior notes, comprising $550 millio
Apr 17, 2026
NEUTRAL 8-K 4/10
Brookfield Asset Management Ltd. (BAM) entered into an underwriting agreement to issue $550 million
Apr 16, 2026
NEUTRAL PRESS-RELEASE 3/10
Brookfield Asset Management announced a date for its Q1 2026 earnings release and conference call, b
Apr 8, 2026
NEUTRAL 8-K 3/10
Brookfield Asset Management announced it will host its first quarter 2026 earnings conference call o
Apr 8, 2026
Current analyst consensus: Hold (59% buy). Based on 22 analysts: 1 strong buy, 12 buy, 8 hold, 0 sell, 1 strong sell.

Analyst Price Targets

$56.86 mean target +20.6% upside Strong Buy (2.28)
$44.00 Low $69.00 High
MetricValue
Current Price$47.13
Target Low$44.00
Target Mean$56.86
Target Median$56.50
Target High$69.00
# Analysts18
RecommendationStrong Buy (2.28)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.44 $0.42 $0.45 15.1% -2.0% 2↑ 8↓ $1.5B 35.0% 15
Next Q
2026-09-30
$0.47 $0.45 $0.49 14.4% -2.2% 2↑ 6↓ $1.5B 23.4% 14
Current FY
2026-12-31
$1.84 $1.79 $1.89 11.4% -0.5% 4↑ 6↓ $6.0B 25.0% 17
Next FY
2027-12-31
$2.18 $2.05 $2.32 18.7% -0.8% 7↑ 3↓ $7.0B 16.3% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.437
7d ago$0.437+0.001
30d ago$0.446-0.009
60d ago$0.453-0.016
90d ago$0.454-0.016
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 Piper Sandler MAINTAIN Neutral Neutral
May 11, 2026 RBC Capital MAINTAIN Outperform Outperform
May 11, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
May 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 21, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 7, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 7, 2026 Piper Sandler MAINTAIN Neutral Neutral
Mar 25, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Feb 5, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Feb 5, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 13, 2026 UBS MAINTAIN Neutral Neutral
Jan 6, 2026 Goldman Sachs MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202611280159%
May 1, 202611280159%
Apr 1, 202611280159%
Mar 1, 202611280159%
Feb 1, 202611190155%
Jan 1, 202611190155%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 22, 2026160° Warm101
May 21, 2026160° Warm101
Jun 9, 2026
contract
Mitsubishi HC Capital and Brookfield Partner to Launch Renewable Energy Company
<p align="justify">TOKYO and NEW YORK, June 09, 2026 (GLOBE NEWSWIRE) -- Mitsubishi HC Capital Inc. (“Mitsubishi HC Capital”) and Brookfield Asset M
Jun 4, 2026
short_volume
Short Volume: BAM — 55.7% short (0.5M / 0.8M)
Short: 465,257 | Exempt: 2,200 | TRF Vol: 835,480 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BAM — 70.3% short (0.6M / 0.9M)
Short: 644,372 | Exempt: 2,606 | TRF Vol: 916,481 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BAM — 67.6% short (0.6M / 0.9M)
Short: 620,008 | Exempt: 2,408 | TRF Vol: 917,751 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BAM — 56.5% short (0.4M / 0.7M)
Short: 402,757 | Exempt: 112 | TRF Vol: 712,886 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: BAM — 76.7% short (0.5M / 0.6M)
Short: 458,127 | Exempt: 0 | TRF Vol: 597,116 | Short Ratio: 76.7% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: BAM — 73.7% short (0.5M / 0.6M)
Short: 459,490 | Exempt: 101 | TRF Vol: 623,754 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BAM — 87.3% short (0.9M / 1.1M)
Short: 931,170 | Exempt: 475 | TRF Vol: 1,066,205 | Short Ratio: 87.3% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: BAM — 74.8% short (0.4M / 0.5M)
Short: 385,573 | Exempt: 639 | TRF Vol: 515,323 | Short Ratio: 74.8% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BAM — 75.1% short (0.5M / 0.6M)
Short: 487,274 | Exempt: 626 | TRF Vol: 649,212 | Short Ratio: 75.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: BAM — 90.2% short (0.7M / 0.7M)
Short: 658,683 | Exempt: 0 | TRF Vol: 730,355 | Short Ratio: 90.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: BAM — 80.2% short (0.8M / 1.0M)
Short: 815,053 | Exempt: 525 | TRF Vol: 1,016,513 | Short Ratio: 80.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: BAM — 2.3M shares, 43,229 trades
Week starting 2026-05-18. Total ATS volume: 2,269,642 shares across 43,229 trades.
May 15, 2026
short_volume
Short Volume: BAM — 87.5% short (0.7M / 0.8M)
Short: 687,900 | Exempt: 96 | TRF Vol: 786,279 | Short Ratio: 87.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: BAM — 79.9% short (0.7M / 0.8M)
Short: 672,428 | Exempt: 0 | TRF Vol: 841,279 | Short Ratio: 79.9% | Off-exchange volume (dark pool + OTC)