Brookfield Asset Management Ltd. Class A (TSE:BAM)
TSX:BAM
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.6Last Year’s EPS
0.52Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operating performance, significant fundraising momentum, strategic M&A (Just Group mandate and pending Oaktree close), robust capital deployment and a favorable positioning into AI and real assets. Management acknowledged some near-term headwinds—pockets of credit stress, margin dilution from Oaktree consolidation, fee-rate noise, and geopolitical uncertainty—but framed these as manageable and as creating opportunity for a disciplined, scale player. Overall, highlights materially outweigh the lowlights.Company Guidance
Strong Fee-Related Earnings Growth
Fee-related earnings (FRE) rose 11% year-over-year in Q1 to $772 million ($0.48 per share); FRE over the last 12 months grew 18% to $3.1 billion.
Distributable Earnings and Margins
Distributable earnings (DE) were $702 million ($0.43 per share) in the quarter, up 7% year-over-year; DE for the last 12 months was $2.7 billion. Reported operating margins were 57% for the quarter and 58% over the last 12 months.
Robust Fundraising and Fee-Bearing Capital
Brookfield raised $21 billion of capital in Q1; fee-bearing capital increased 12% over the last 12 months to $614 billion. Year-to-date fundraising was $67 billion (more than half of the $112 billion raised in all of 2025).
Significant Credit and Strategy Fundraises
Credit fundraising totaled $13 billion in the quarter (including $4.7 billion of long-term private funds and $3.8 billion from Brookfield Wealth Solutions). 17Capital closed an additional $2.5 billion for Credit Fund II, bringing that strategy to $7.5 billion.
Strategic Acquisitions and Mandates
Brookfield Wealth Solutions completed the Just Group acquisition and secured an additional $40 billion asset-management mandate; the Oaktree acquisition is expected to close in Q2, strengthening the credit franchise.
Flagship Fund Momentum
Flagship private equity strategy had an initial close of $6 billion and private equity special situations held a first close of $2.4 billion. Infrastructure super-core strategy raised $800 million (now >$20 billion) and infrastructure private wealth raised $800 million (now >$8 billion).
Deployment and Monetization Activity
Committed or invested $34 billion and generated approximately $8 billion of equity proceeds from monetizations during the quarter; M&A activity has increased, particularly in larger strategic transactions.
Capital Allocation and Balance Sheet Actions
Repurchased nearly $800 million of stock over the past seven months (including $375 million in Q1 and $200 million in Q2), issued $1 billion of senior unsecured notes (5- and 10-year tranches with 4.832% and 5.298% coupons) and ended the quarter with $2.5 billion of corporate liquidity.
Positioning on AI and Real Assets
Company highlights AI infrastructure as a major growth theme (example: $5 billion partnership with Bloom Energy with conversations to expand by multiples). Brookfield emphasizes scale across data centers, power, fiber and integrated solutions as a competitive advantage.
Brookfield Asset Management Ltd. Class A (TSE:BAM) Earnings, Revenues Date & History
TSE: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
TSE:BAM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2026 | C$66.70 | C$68.01 | +1.96% |
Feb 04, 2026 | C$63.87 | C$67.18 | +5.19% |
Nov 07, 2025 | C$73.80 | C$72.99 | -1.09% |
Aug 06, 2025 | C$82.65 | C$84.32 | +2.02% |
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 (TSE:BAM) report earnings?
Brookfield Asset Management Ltd. Class A (TSE:BAM) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Brookfield Asset Management Ltd. Class A (TSE:BAM) earnings time?
Brookfield Asset Management Ltd. Class A (TSE:BAM) earnings time is at Aug 12, 2026, Before Open (Confirmed).
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What is TSE:BAM EPS forecast?
TSE:BAM EPS forecast for the fiscal quarter 2026 (Q2) is 0.6.