BAM

Brookfield Asset Management Ltd. Financials Investment Advice Russell 3000

$48.26Close $42.02 – $55.3252-week range Nov 6, 2026Next report · before the open

Highlights

Cautions

Not in an uptrend 4 of 8 trend conditions
Lagging the market RS 38 · weaker than 62% of stocks over 12 months
Results soon Nov 6, 2026, in 5 days

Price

Filing Results Screen pick 52-week high and low Adjusted prices

Key figures

FY to Dec 31, 2025 · filed Aug 10, 2026

Off 12-month high 13%

1wk 2.6% price change

1mo 8.3% price change

12-month return 7% market up 11% · its own down 19%

F-score — — Not assessed

Altman Z — Unknown

P/E — price / earnings

PEG — P/E / EPS growth

P/B — price / book

Earnings yield — EBIT / enterprise value

Cheaper than — of the market · not assessed

Revenue growth 17% year on year

EPS growth — latest quarter

Sales growth 12% latest quarter · +9 pts

ROE 27% return on equity

Free cash margin —

D/E — long-term debt / equity

Net debt / EBITDA —

Interest cover —EBIT / interest

Trade setup

ATR% 2.4% $1.17 a day · 2×ATR $45.92

RS 38 / 99 vs the universe

Trend 4 / 8 trend template

Relative volume 0.8× vs 50-day average

Up/down volume 0.83 50 sessions

Implied move — no option chain · report Nov 6, 2026

Trend template · 4 of 8

Price above the 150 and 200-day averages: passes
150-day average above the 200-day: passes
200-day average rising for a month: fails
50-day average above the 150 and 200-day: fails
Price above the 50-day average: passes
At least 30% above the 52-week low: fails
Within 25% of the 52-week high: passes
RS rank 70 or higher: fails

Screen verdict

Did not qualify for any screen.

Warning signs

none flagged

No restatement or impairment
Equity positive
No material dilution
Margins and revenue not shrinking

Last reported Aug 6, 2026

Results reaction Aug 6, 2026-1% vs market2 sessions after results

Financials

3 fiscal years · from filings

Revenue What customers paid the company over its fiscal year, before any cost, as filed in its annual report. The change is against the year before. Methodology $3.9B +17% on FY2024

Net income Profit left after every cost, interest and tax for the year. A column below the line is a loss. Methodology $2.4B +14% on FY2024

Margins Each as a share of revenue. Gross: left after the direct cost of what was sold. Net: left after every cost. Free cash: free cash flow over revenue. A margin rising over years means the business keeps more of each dollar it sells. Methodology

Net 61%

Cash and long-term debt Cash on the balance sheet at the year's end beside debt due after a year. Net cash is cash less that debt; net debt is the shortfall. Debt some filers do not tag shows as a gap, not as zero. Methodology

Cash
Long-term debt

	FY2023Dec 31, 2023	FY2024Dec 31, 2024	FY2025Dec 31, 2025
Revenue	$3.1B	$3.4B	$3.9B
Net income	$2.1B	$2.1B	$2.4B
Net margin	68%	62%	61%
Earnings per share	$5.39	—	—
Cash	$9.0M	$404.0M	$1.6B
Shareholders' equity	$2.1B	$8.8B	$8.9B

Filings

SEC EDGAR

Filed	Report	Period to	Lag
Aug 10, 2026	Quarterly ↗	Jun 30, 2026	41d
May 8, 2026	Quarterly ↗	Mar 31, 2026	38d
Mar 2, 2026	Annual ↗	Dec 31, 2025	61d
Nov 10, 2025	Quarterly ↗	Sep 30, 2025	41d
Aug 8, 2025	Quarterly ↗	Jun 30, 2025	39d
May 9, 2025	Quarterly ↗	Mar 31, 2025	39d
Mar 17, 2025	Annual ↗	Dec 31, 2024	76d
Aug 9, 2024	Interim ↗	Jun 30, 2024	40d
Mar 19, 2024	Annual ↗	Dec 31, 2023	79d
Aug 14, 2023	Interim ↗	Jun 30, 2023	45d
Apr 3, 2023	Annual ↗	Dec 31, 2022	93d

Current reports

Filed	Disclosed
Oct 13, 2026	Other events ↗
Oct 1, 2026	Other events ↗
Oct 1, 2026	Other events ↗
Sep 28, 2026	Regulation FD ↗
Sep 16, 2026	Other events ↗
Sep 14, 2026	Other events ↗
Sep 8, 2026	Other events ↗
Aug 14, 2026	Regulation FD ↗
Aug 6, 2026	Results ↗
Aug 3, 2026	Acquisition or disposal ↗
Jul 27, 2026	Other events ↗
Jul 23, 2026	Other events ↗