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Hold Rating for Brookfield Asset Management: Balanced Risk-Reward Amidst Valuation Concerns

Hold Rating for Brookfield Asset Management: Balanced Risk-Reward Amidst Valuation Concerns

BMO Capital analyst Sohrab Movahedi maintained a Hold rating on Brookfield Asset Management Ltd. Class A yesterday and set a price target of $53.00.

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Sohrab Movahedi’s rating is based on a combination of factors that reflect a balanced risk-reward profile for Brookfield Asset Management Ltd. Class A. The company is expected to report its Q2/25 results soon, and the focus remains on the growth of fee-bearing capital and fee-related earnings. While the firm has shown consistent growth in distributable earnings, the valuation at 34 times earnings suggests that the stock is trading at the upper end of its historical range.
Movahedi notes that the target price of $53 is based on a 27 times fee-related earnings multiple, which is a premium compared to the S&P 500. Despite the strong track record of double-digit growth in fee-bearing capital, the potential for further upside is limited unless there is an acceleration in this growth. Additionally, the recent adjustments in fundraising assumptions and the issuance of a $750 million note have led to a slight reduction in future earnings estimates. These factors contribute to the Hold rating, indicating that the stock is fairly valued at its current price level.

In another report released on July 8, J.P. Morgan also maintained a Hold rating on the stock with a $56.00 price target.

BAM’s price has also changed slightly for the past six months – from C$79.280 to C$81.170, which is a 2.38% increase.

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