Company Dossier · Financials
Brookfield Asset Management
- Russell 1000
What Brookfield Asset Management is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $4.10 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.41 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed March 2, 2026): 1 risk factor added, 2 removed.Risk Factor Changes (10-K Item 1A)
- 621 institutional managers reported a position at June 30, 2026 (−7 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 19 (15 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →Brookfield Asset Management's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$2.0B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Apr 14, 2026 | $550M | 4.832% | 2031 (5y) | +95bp | 4.832% |
| Apr 14, 2026 | $450M | 5.298% | 2036 (10y) | +117bp | 5.434% |
| Nov 13, 2025 | $600M | 4.653% | 2030 (5y) | +95bp | 4.653% |
| Nov 13, 2025 | $400M | 5.298% | 2036 (10y) | +120bp | 5.298% |
| Sep 4, 2025 | $750M | 6.077% | 2055 (30y) | +120bp | 6.077% |
| Apr 22, 2025 | $750M | 5.795% | 2035 (10y) | +140bp | 5.795% |
From the pricing term sheets Brookfield Asset Management filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
In the news
Headlines that name Brookfield Asset Management, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralWells Fargo Initiates Coverage of Brookfield Asset Management (BAM) with Overweight Rating
gurufocus.com · via Marketaux · Oct 1, 2026
- PositiveBrookfield Asset Management Raises Record $77B
Commercial Observer · Aug 5, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Aug 3, 20268-KAcquisition or sale completedItem 2.01
- May 8, 20268-KShareholder vote resultsItem 5.07
- Apr 17, 20268-KMaterial agreement signedItem 1.01
- Mar 2, 202610-KAnnual report (10-K)1 risk factors added, 2 removed
- Feb 4, 20268-KDirector or officer changeItem 5.02
- Nov 18, 20258-KMaterial agreement signedItem 1.01
- Oct 21, 2025LobbyingLobbying report (STATE FEDERAL STRATEGIES)third_quarter 2025
- Sep 9, 20258-KMaterial agreement signedItem 1.01
- Jul 18, 2025LobbyingLobbying report (STATE FEDERAL STRATEGIES)second_quarter 2025 · $0.0 million
- May 6, 20258-KShareholder vote resultsItem 5.07
- Apr 24, 20258-KMaterial agreement signedItem 1.01
- Apr 21, 2025LobbyingLobbying report (STATE FEDERAL STRATEGIES)first_quarter 2025 · $0.0 million
- Mar 17, 202510-K
- Feb 5, 20258-KMaterial agreement signedItem 1.01
- Feb 5, 20258-KAcquisition or sale completedItem 2.01
- Feb 5, 20258-KChange in controlItem 5.01
- Feb 5, 20258-KShareholder vote resultsItem 5.07
- Jan 19, 2025LobbyingLobbying report (STATE FEDERAL STRATEGIES)fourth_quarter 2024
- Oct 21, 2024LobbyingLobbying report (STATE FEDERAL STRATEGIES)third_quarter 2024
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Northern Trust NTRS | $5.3B | $0.5B | Jun 30, 2026 |
| Ares Management ARES | $6.0B | — | Jun 30, 2026 |
| SEI Investments Company SEIC | $2.5B | $0.7B | Jun 30, 2026 |
| Invesco IVZ | $6.9B | $1.9B | Jun 30, 2026 |
| Affiliated Managers Group AMG | $2.3B | $1.1B | Jun 30, 2026 |
| T. Rowe Price TROW | $7.6B | $1.7B | Jun 30, 2026 |
| Franklin Resources BEN | $9.3B | $0.9B | Jun 30, 2026 |
| State Street Corporation STT | $15.1B | $2.0B | Jun 30, 2026 |
Identity
- SEC CIK
- 1937926