Skip to content
drillr.ai
Sign up

BAM

Brookfield Asset Management Ltd.

NYSE · Financial Services · Asset Management · CA

$50.60
+0.62%
Ask drillr

Research · Sep 3, 2026

[BN] Brookfield Corporation Thesis 2026: Distributable Earnings Grow, AI Infrastructure Launched

Brookfield Corporation FY25 (Dec 31, 2025) DE $6.1B = $2.56/share (+18%). Asset Mgmt DE $2.8B; FBC +12% to $600B+; FRE +22% to $3.0B. Wealth Solutions DE $1.7B (+24%); $20B annuity sales; $13B deployed into BN strategies; insurance $145B end-FY25. Operating Businesses DE $1.6B; real estate net rent +18% on renewals; renewables/infra FFO +14%. GAAP net income $1.31B; Diluted EPS $0.50. Q4 dividend +17%. Stock 21% return 2025; 30-year 19% CAGR. Strategic: AI infrastructure factories launched; $20B energy transition fund close; Oaktree remaining interest acquired; UK Just Group + Japan reinsurance Wealth Solutions. 2 covered analysts: 2 Buy; consensus $54.75, range $48.50-$61.

Research · Apr 10, 2026

Private Equity Exit Slump: Why BX and APO Are Winning While KKR and CG Fall Behind

PE exit volumes slumped amid high rates, AI disruptions, and Iran war volatility, spotlighting managers like Blackstone and Apollo with strong FRE and credit focus over realization-heavy peers. Analysis ranks BX, APO, and BAM as top picks based on FY2025 growth, margins, and guidance. Investors should monitor Q1 realizations and rate cuts.