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Brookfield Asset Management Ltd. Class A (BAM)
NYSE:BAM
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.43Last Year’s EPS
0.4Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates strong operational and financial momentum: record fundraising, investments, FRE/DE growth, robust credit and AI infrastructure initiatives, incremental FRE from strategic transactions, and a 15% dividend increase. Headwinds are manageable — Oaktree's lower margins will reduce reported consolidated margins, modest retail redemptions occurred, and some sequential revenue moves include one-offs and presentation changes. Management expects 2026 to be at or above long-term targets, supported by >$200M incremental FRE from closed/accretive transactions and continued fundraising momentum.Company Guidance
Record Capital Raising and Investment Activity
Raised $112 billion of capital during 2025 and invested a record $66 billion into assets across renewables, infrastructure, private equity and real estate, demonstrating strong investor demand and active deployment.
Strong Monetizations and Fee-Bearing Capital Growth
Monetized $50 billion of equity at attractive returns; fee-bearing capital grew 12% year-over-year (up ~$64 billion) to $603 billion, expanding the base that generates management fees.
Record Fee-Related and Distributable Earnings Growth
Fee-related earnings (FRE) reached a record $3.0 billion for the year (Bruce: +22% YoY). Distributable earnings (DE) were $2.7 billion for the last 12 months (Bruce: +14% YoY).
Quarterly Operating Strength and Margin Expansion
In Q4 FRE rose 28% YoY to $867 million ($0.53/share) with a reported FRE margin of 61% for the quarter (58% for the year). Q4 DE was $767 million ($0.47/share), up 18% YoY, reflecting operating leverage.
Record Fundraising Quarter and Credit Momentum
Raised a record $35 billion in Q4 across 50+ strategies (including a record $23 billion in credit fundraising). Credit expansion and strategic integrations (Oaktree, Just Group, Q4 credit acquisitions) are expected to materially scale fees.
AI Infrastructure Program with Strong Early Commitments
Launched a $100 billion global AI infrastructure program anchored by a $10 billion inaugural fund; secured $5 billion of commitments at launch and announced a $20 billion strategic AI JV in Qatar, validating market demand.
Strategic Acquisitions and High-Quality Asset Wins
Notable 2025 investments included Neoen, National Grid's U.S. renewables platform, Hotwire Communications, Colonial Pipeline, Duke Energy Florida, Generator Hospitals and National Storage REIT—focused on essential, long-duration cash-flowing assets.
Platform Diversification and Wealth/Insurance Channel Growth
Platform breadth increased: nearly 60 strategies expected in market for 2026, private wealth platform reached ~70,000 clients (wealth growth ~40% in 2025), and insurance channel manages $100+ billion of fee-bearing capital for ~800,000 policyholders.
Balance Sheet and Capital Return Actions
Ended year with ~$3 billion corporate liquidity; issued $1 billion of senior unsecured notes (600M 5-yr at 4.65%, 400M 10-yr at 5.3%). Board increased quarterly dividend by 15% to $0.50025/share ($2.01 annualized).
Near-Term Earnings Accretion from Strategic Transactions
Closing the remaining stake in Oaktree, anticipated Just Group close, and recent Q4 acquisitions are expected to generate >$200 million of incremental annualized FRE, supporting a strong 2026 FRE outlook.
Brookfield Asset Management Ltd. Class A (BAM) Earnings, Revenues Date & History
BAM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BAM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $47.37 | $49.68 | +4.88% |
Nov 07, 2025 | $52.82 | $52.58 | -0.45% |
Aug 06, 2025 | $60.58 | $61.95 | +2.26% |
May 06, 2025 | $52.67 | $53.76 | +2.06% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Brookfield Asset Management Ltd. Class A (BAM) report earnings?
Brookfield Asset Management Ltd. Class A (BAM) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Brookfield Asset Management Ltd. Class A (BAM) earnings time?
Brookfield Asset Management Ltd. Class A (BAM) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BAM EPS forecast?
BAM EPS forecast for the fiscal quarter 2026 (Q1) is 0.43.