Market Cap
$71.2B
BAM
Brookfield Asset Management Ltd.
$44.60 ▲ +0.10%
Prev close $44.56Market cap$71.2B
ConsensusHold
12-mo target$57.36 (+28.6%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Traditional Finance
Snapshot
The big-picture read on BAM right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (57%)
Inst. Holders
50 funds
Inst. Value
$63.3B
Inst. Activity
33 buys / 17 sells
Social Sentiment
67° Warm
SEC Reports
20
Press Releases
6
Price chart 30d -10.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 contract
Sep 16, 2026 Press Oaktree Asset-Backed Finance Fund Closes at $2 Billion
Inaugural close highlights strong institutional demand for asset-backed finance solutions Inaugural
Brookfield Asset Management, through its private equity strategy, has agreed to acquire Reliance Worldwide Corporation f
Impact 6/10
Brookfield Asset Management filed an 8-K announcing its 2026 Investor Day scheduled for September 17, 2026, in New York.
8-K — Impact 2/10
Brookfield Asset Management filed an 8-K under Item 7.01 providing updated geographic breakdown of its $1.27 trillion AU
8-K — Impact 3/10
Institutional cluster for BAM shows mixed activity in Q2 2026: 5 buyers (net +$29.9M) led by Russell Investments (DOUBLE
INST-CLUSTER — Impact 3/10
Brookfield Asset Management announced the acquisition of Aypa Power, the largest standalone battery storage developer in
Impact 6/10
Jun 30, 2026 Inst.
Capital World Investors — ADD
13,485,369 shares ($604.8M)
Jun 30, 2026 Inst.
FMR LLC — TRIM
5,329,761 shares ($239.1M)
Analyst ratings buy % +3.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
57% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Sep 18, 2026 | Piper Sandler | REITERATE | Neutral | 54% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 18, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| May 11, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 11, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| May 6, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Apr 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Apr 7, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 12 | 9 | 0 | 1 | 57% | |
| Aug 1, 2026 | 1 | 12 | 9 | 0 | 1 | 57% | |
| Jul 1, 2026 | 1 | 12 | 8 | 0 | 1 | 59% | |
| Jun 1, 2026 | 1 | 12 | 8 | 0 | 1 | 59% | |
| May 1, 2026 | 1 | 12 | 8 | 0 | 1 | 59% | |
| Apr 1, 2026 | 1 | 12 | 8 | 0 | 1 | 59% | |
| Mar 1, 2026 | 1 | 12 | 8 | 0 | 1 | 59% | |
| Feb 1, 2026 | 1 | 11 | 9 | 0 | 1 | 55% |
Price targets
Where 18 covering analysts think BAM trades over the next 12 months.
$57.36 +28.6% upside Strong Buy
Current$44.61 Low$44.00 Median$55.50 High$70.00 18 analysts
$44.00$70.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 6 bullish, 1 bearish, 2 mixed, 11 neutral · avg impact 4.3/10.Plus 6 press releases.
NEUTRAL8-K2/10
Brookfield Asset Management filed an 8-K announcing its 2026 Investor Day scheduled for September 17
Sep 14, 2026
NEUTRAL8-K3/10
Brookfield Asset Management filed an 8-K under Item 7.01 providing updated geographic breakdown of i
Aug 14, 2026
NEUTRALINST-CLUSTER3/10
Institutional cluster for BAM shows mixed activity in Q2 2026: 5 buyers (net +$29.9M) led by Russell
Aug 9, 2026
NEUTRALPRESS-RELEASE5/10
Brookfield Asset Management reported Q2 2026 distributable earnings per share of $0.44, in line with
Aug 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
contract
Oaktree Asset-Backed Finance Fund Closes at $2 Billion
Inaugural close highlights strong institutional demand for asset-backed finance solutions Inaugural close highlights strong institutional demand for a
Oct 1, 2026
short_volume
Short Volume: BAM — 72.8% short (0.9M / 1.2M)
Short: 887,247 | Exempt: 1,171 | TRF Vol: 1,219,422 | Short Ratio: 72.8% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
contract
U.S. – Korea Framework Advances Deployment of Westinghouse Nuclear Technology in the United States
Framework commits up to $120 billion of Korean investment to support construction of new nuclear reactors in the United States
Sep 30, 2026
short_volume
Short Volume: BAM — 74.0% short (1.3M / 1.8M)
Short: 1,336,756 | Exempt: 2,303 | TRF Vol: 1,807,646 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: BAM — 73.0% short (0.7M / 1.0M)
Short: 742,676 | Exempt: 13 | TRF Vol: 1,018,001 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.46 | $0.44–$0.48 | 12.9% | -0.1% | 4↑ 6↓ | $1.6B | 12 |
| Next Q | $0.49 | $0.46–$0.53 | 4.1% | +0.3% | 5↑ 5↓ | $1.6B | 12 |
| Current FY | $1.83 | $1.79–$1.89 | 10.9% | -0.2% | 7↑ 7↓ | $6.1B | 16 |
| Next FY | $2.17 | $2.06–$2.32 | 18.4% | -0.2% | 6↑ 8↓ | $7.1B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.463 | — |
| 7d ago | $0.463 | -0.001 |
| 30d ago | $0.463 | -0.001 |
| 60d ago | $0.466 | -0.003 |
| 90d ago | $0.469 | -0.006 |
Institutional ownership
Which big funds own BAM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $63.3B total value (1,406,668,912 shares) as of 2026-Q2. Top holders: BROOKFIELD, ROYAL, PRINCIPAL. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BROOKFIELD Corp /ON/ | 1,193,021,145 | $53.5B | 84.6% | — |
| ROYAL BANK OF CANADA | 21,259,887 | $953.5M | 1.5% | — |
| PRINCIPAL FINANCIAL GROUP INC | 13,551,754 | $607.8M | 1.0% | — |
| Capital World Investors | 13,485,369 | $604.8M | 1.0% | ADD +28.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,604,929 | $520.6M | 0.8% | — |
| MACKENZIE FINANCIAL CORP | 7,748,249 | $492.9M | 0.8% | — |
| TD ASSET MANAGEMENT INC | 10,836,730 | $485.9M | 0.8% | — |
| BANK OF MONTREAL /CAN/ | 10,754,386 | $481.9M | 0.8% | — |
| Capital International Investors | 7,664,210 | $343.7M | 0.5% | — |
| MORGAN STANLEY | 6,876,269 | $308.4M | 0.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | ADD | 10,516,128 | 13,485,369 | +28.2% | $604.8M |
| FMR LLC | TRIM | 9,149,184 | 5,329,761 | -41.7% | $239.1M |
| NORGES BANK | NEW | — | 4,996,073 | — | $223.9M |
| Neuberger Berman Group LLC | ADD | 3,774,413 | 4,854,713 | +28.6% | $217.7M |
| NATIONAL BANK OF CANADA /FI/ | ADD | 2,480,259 | 3,708,355 | +49.5% | $166.0M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 692,000 | 3,679,099 | +431.7% | $165.0M |
| FIL Ltd | TRIM | 5,675,160 | 2,828,174 | -50.2% | $126.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 211,358 | 1,509,083 | +614.0% | $67.7M |
| 1832 Asset Management L.P. | ADD | 807,922 | 1,269,340 | +57.1% | $56.9M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 823,068 | 1,208,246 | +46.8% | $53.9M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BAM.
Shares short
18,530,116
Settlement Sep 15, 2026
Change vs prior
-15.8%
Semi-monthly cycle
Days to cover
6.4
At avg daily volume
Of shares outstanding
≈1.2%
Estimate — not % of float
All BAM filing & press-release reports (27)
- PRESS-RELEASE reportSep 16, 2026
- 8-K reportSep 14, 2026
- 8-K reportAug 14, 2026
- INST-CLUSTER reportAug 9, 2026
- PRESS-RELEASE reportAug 5, 2026
- 8-K reportAug 3, 2026
- 8-K reportJul 27, 2026
- PRESS-RELEASE reportJul 22, 2026
- 8-K reportJul 6, 2026
- PRESS-RELEASE reportJul 6, 2026
- 8-K reportJun 24, 2026
- INST-CLUSTER reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- PRESS-RELEASE reportMay 11, 2026
- 8-K reportMay 11, 2026
- PRESS-RELEASE reportMay 8, 2026
- 8-K reportMay 8, 2026
- PRESS-RELEASE reportMay 8, 2026
- 8-K reportMay 8, 2026
- PRESS-RELEASE reportMay 6, 2026
- 8-K reportMay 6, 2026
- 8-K reportApr 17, 2026
- 8-K reportApr 16, 2026
- PRESS-RELEASE reportApr 8, 2026
- 8-K reportApr 8, 2026
- PRESS-RELEASE reportMar 25, 2026
- PRESS-RELEASE reportMar 3, 2026