Brookfield Asset Management Ltd - Class A NYSE:BAM Price, Chart, News & Insight

Brookfield Asset Management Falls 1.5% Despite 15% Earnings Growth and Strong Fundraising

Brookfield Asset Management (NYSE: BAM) shares fell about 1.5% despite reporting double-digit growth in fee-related and distributable earnings and strong fundraising momentum.

Third-quarter fee-related earnings rose 15% year over year to $864 million, or $0.54 per share, while distributable earnings increased 15% to $763 million, or $0.47 per share.

Fee-bearing capital grew 13% to $682 billion, supported by $25 billion of fundraising during the quarter and $123 billion year to date. Brookfield also said it has raised or secured approximately $50 billion across infrastructure strategies over the past year.

Investment activity remained elevated, with $18 billion deployed and $12 billion monetized during the quarter. The company also realized $48 million of carried interest, its first meaningful realization since the spinout.

Brookfield ended the quarter with $148 billion of uncalled fund commitments, including $68 billion expected to generate about $680 million of annual fees once deployed.

The 1.5% share decline suggests investors were looking for stronger near-term upside despite robust fundraising, fee growth and deployment activity, while the stock may also be digesting the scale of recent investment commitments and strategic expansion.

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WS Investor 11-06-26

Brookfield Asset Management (BAM) Q1 2026: Earnings Beat, Stock Gains 1.8%

Brookfield Asset Management is up 1.8% today after reporting a strong first quarter that beat on key metrics and raised confidence in its full-year trajectory.

Fee-related earnings rose 11% year-over-year to $772 million, or $0.48 per share, while over the last twelve months FRE grew 18% to $3.1 billion. Distributable earnings came in at $702 million, up from $654 million a year ago. Net income attributable to BAM reached $617 million for the quarter.

The fundraising numbers are the real headline. BAM pulled in $21 billion in Q1 alone and $67 billion year-to-date — already more than half of what it raised in all of 2025. Fee-bearing capital grew 12% year-over-year to $614 billion, powered by $108 billion of fundraising over the past twelve months. The firm deployed or committed $34 billion during the quarter across infrastructure, real estate, credit, and private equity, while monetizing $8 billion of mature investments at strong valuations.

CEO Connor Teskey struck a notably bullish tone, saying 2026 is expected to be "a very strong year, with growth exceeding long-term targets." Both the infrastructure and private equity flagship funds currently in market are on track to be their largest vintages ever. A standout post-quarter development: BAM was awarded a mandate to manage $40 billion of insurance assets from the newly acquired Just Group in the U.K., adding roughly $100 million in annual base fee revenue.

The board also declared a quarterly dividend of $0.5025 per share, payable June 30. BAM repurchased $575 million of its own shares year-to-date, signaling management's confidence in the valuation.

With $137 billion of uncalled fund commitments and $2.5 billion of corporate liquidity, BAM enters the rest of 2026 with significant firepower to capitalize on any market dislocation — a story the market is clearly buying today.

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The Investor 05-08-26

Brookfield Asset Management, together with British Columbia Investment Management Corporation (BCI) and Norges Bank Investment Management, announced the launch of Northview Energy, a privately held renewable energy company focused on owning and operating contracted renewable assets in the United States and Canada.

The new platform will initially acquire a seed portfolio of 22 operating utility-scale renewable assets, including solar and onshore wind projects. The assets, sourced from companies managed by Brookfield such as Deriva Energy, Scout Clean Energy, and Urban Grid, represent approximately 2.3 gigawatts of installed capacity across six U.S. power markets. All projects are backed by long-term power purchase agreements with investment-grade counterparties, with an average remaining contract duration of about 16 years.

Northview Energy will be equally owned and funded by the three investors and is designed to generate stable and predictable cash flows from contracted renewable assets. The partners also signed a framework agreement that could allow Northview to acquire up to $1.5 billion of additional renewable assets from Brookfield-managed portfolios in the future.

The company is expected to formally launch in the second quarter of 2026, subject to regulatory approvals and standard closing conditions. The platform aims to expand through additional acquisitions of de-risked operating assets such as wind, solar, and battery storage projects.
Globe Newswire

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WS Investor 03-04-26

Brookfield Asset Management Ltd. announced the renewal of its normal course issuer bid, authorizing the repurchase of up to 36.9 million Class A shares, or about 10% of its public float. The program runs from January 13, 2026 to January 12, 2027, with purchases to be made on the NYSE, TSX, or alternative trading systems at prevailing market prices.

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The Investor 01-10-26

Brookfield Asset Management Ltd. announced it will host its fourth quarter and full year 2025 conference call and webcast on Wednesday, February 4, 2026, at 10:00 a.m. ET.

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WS Investor 01-08-26

Brookfield Asset Management Ltd. announced it will host its fourth quarter and full year 2025 conference call and webcast on Wednesday, February 4, 2026, at 10:00 a.m. ET.

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WS Investor 01-08-26

Brookfield said global markets are entering one of the most defining investment periods in decades as structural forces such as rising electricity demand, rapid AI adoption, and supply-chain reorientation accelerate, according to its 2026 Investment Outlook released on December 16, 2025. The firm highlighted a multi-decade investment cycle favoring fundamentals and operational excellence across infrastructure, renewable power, private equity, real estate, and credit, noting growing opportunities tied to digital infrastructure, energy transition, and business transformation. Brookfield executives emphasized disciplined capital deployment, asset quality, and operational value creation as key drivers of long-term returns amid shifting global economic conditions.

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Global Finance News 12-16-25

Brookfield and Qai, Qatar’s AI company under the Qatar Investment Authority, announced a 20 billion dollar strategic joint venture to develop artificial intelligence infrastructure in Qatar and select global markets. The partnership will build integrated AI facilities, expand high-performance computing capacity, and support Qatar’s fast-growing digital ecosystem with backing from the Qatari government.

The venture is expected to be a key pillar of Qatar’s ambition to become a major regional hub for AI services. It will invest through Brookfield’s new Artificial Intelligence Infrastructure Fund, which aims to mobilize up to 100 billion dollars globally. Leaders from QIA, Qai and Brookfield described the collaboration as a catalyst for advancing Qatar’s National Vision 2030, attracting top talent, and enabling the responsible deployment of advanced AI technologies across the Middle East and beyond.

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The Investor 12-09-25

Brookfield launches $100 billion AI infrastructure program

Brookfield unveiled a global $100 billion AI infrastructure initiative backed by NVIDIA and the Kuwait Investment Authority, anchored by its new Brookfield Artificial Intelligence Infrastructure Fund (BAIIF). The fund targets $10 billion in equity commitments and has already secured $5 billion from Brookfield, NVIDIA and KIA.

The program will acquire and develop AI infrastructure across the full value chain, including land, power, data centers and compute. Brookfield says AI is driving one of the largest infrastructure buildouts in history, requiring an estimated $7 trillion over the next decade.

BAIIF will focus on four verticals: NVIDIA-based AI factories, dedicated behind-the-meter power, compute infrastructure for governments and enterprises, and strategic adjacencies. Investments will prioritize contracted cash flows and high-quality counterparties.

Seed investments include a $5 billion agreement with Bloom Energy to deploy 1 GW of power solutions for data centers and the launch of Radiant, a new NVIDIA Cloud Partner offering AI factories based on NVIDIA’s DSX reference design. Brookfield has also signed major AI infrastructure partnerships in France and Sweden totaling up to $30 billion.

The initiative builds on Brookfield’s existing $100 billion portfolio in digital infrastructure and clean power.

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Global Finance News 11-19-25

Brookfield Asset Management posts record earnings and capital activity in Q3 2025

Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) reported record results for the third quarter of 2025, driven by strong fundraising, capital deployment, and monetizations across its global investment platform.

The company raised $30 billion in new capital and deployed $23 billion during the quarter — both record figures — while realizing $15 billion in monetizations. Fee-related earnings rose 17% year-over-year to $754 million, with margins reaching 58%, while distributable earnings climbed 7% to $661 million. Net income attributable to shareholders increased 33% to $724 million.

President Connor Teskey highlighted that the firm’s “record fundraising and deployment have driven earnings to an all-time high,” adding that the recently announced full acquisition of Oaktree will enhance collaboration and efficiency across the platform.

Brookfield’s fee-bearing capital grew 8% to $581 billion, supported by demand for its infrastructure, transition, and credit strategies. Key fundraising milestones included a $20 billion close for its second Global Transition Fund—the world’s largest private clean energy fund—and progress toward closing its flagship real estate and private equity funds.

By segment, the firm deployed $9.3 billion in infrastructure, $9.9 billion in credit, $1.9 billion in real estate, and $2.1 billion in private equity. Monetizations totaled $4.2 billion in infrastructure, $5.0 billion in credit, and $2.1 billion in renewable power.

Strategic highlights included the planned $3.0 billion acquisition of the remaining stake in Oaktree Capital, a completed majority acquisition of Angel Oak, and a partnership with the U.S. Government to advance nuclear power projects using Westinghouse technology.

As of September 30, 2025, Brookfield had $125 billion in uncalled fund commitments and $2.6 billion in corporate liquidity. The company’s board declared a quarterly dividend of $0.4375 per share, payable December 31, 2025.

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Global Finance News 11-07-25

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