Brookfield Asset Management (NYSE:BAM) Upgraded to “Strong-Buy” at BMO Capital Markets

Brookfield Asset Management (NYSE:BAM) (TSE:BAM.A) was upgraded by equities researchers at BMO Capital Markets from a “hold” rating to a “strong-buy” rating in a report released on Thursday,Zacks.com reports.

A number of other brokerages have also recently commented on BAM. Royal Bank Of Canada set a $74.00 price target on Brookfield Asset Management and gave the company an “outperform” rating in a research note on Monday, December 15th. Keefe, Bruyette & Woods decreased their price objective on shares of Brookfield Asset Management from $62.00 to $59.00 and set an “underperform” rating for the company in a report on Monday, November 10th. The Goldman Sachs Group lowered their target price on shares of Brookfield Asset Management from $67.00 to $60.00 and set a “buy” rating for the company in a research note on Tuesday, January 6th. UBS Group set a $58.00 price target on shares of Brookfield Asset Management and gave the stock a “neutral” rating in a research report on Tuesday, January 13th. Finally, Wall Street Zen raised shares of Brookfield Asset Management from a “sell” rating to a “hold” rating in a report on Saturday, January 10th. Three analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $64.33.

Brookfield Asset Management Stock Down 2.1%

NYSE:BAM opened at $48.65 on Thursday. Brookfield Asset Management has a 12-month low of $41.78 and a 12-month high of $64.10. The company has a quick ratio of 0.97, a current ratio of 0.97 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $79.69 billion, a P/E ratio of 32.01, a P/E/G ratio of 2.10 and a beta of 1.40. The stock’s fifty day simple moving average is $52.47 and its 200-day simple moving average is $55.69.

Brookfield Asset Management (NYSE:BAM) (TSE:BAM.A) last released its quarterly earnings data on Wednesday, February 4th. The financial services provider reported $0.47 EPS for the quarter, beating analysts’ consensus estimates of $0.41 by $0.06. Brookfield Asset Management had a return on equity of 29.67% and a net margin of 51.59%.The business had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.40 billion. Equities research analysts expect that Brookfield Asset Management will post 1.7 earnings per share for the current year.

Institutional Investors Weigh In On Brookfield Asset Management

Several institutional investors have recently added to or reduced their stakes in the stock. Norges Bank bought a new position in Brookfield Asset Management during the 2nd quarter worth about $294,730,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of Brookfield Asset Management by 88,805.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 4,725,314 shares of the financial services provider’s stock worth $247,559,000 after buying an additional 4,719,999 shares during the period. State Street Corp grew its holdings in shares of Brookfield Asset Management by 11,172.2% during the second quarter. State Street Corp now owns 3,524,700 shares of the financial services provider’s stock worth $194,845,000 after buying an additional 3,493,431 shares in the last quarter. Legal & General Group Plc grew its holdings in shares of Brookfield Asset Management by 2,834.0% during the third quarter. Legal & General Group Plc now owns 2,365,709 shares of the financial services provider’s stock worth $134,659,000 after buying an additional 2,285,077 shares in the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. raised its position in Brookfield Asset Management by 72.6% in the 3rd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 3,904,677 shares of the financial services provider’s stock valued at $222,161,000 after buying an additional 1,642,375 shares during the last quarter. 68.41% of the stock is owned by institutional investors.

Key Headlines Impacting Brookfield Asset Management

Here are the key news stories impacting Brookfield Asset Management this week:

• Positive Sentiment: Record results, fundraising and fee growth: BAM reported Q4/2025 fee‑related earnings of $867M (up 28% YoY), distributable earnings of $767M (up 18% YoY) and a record $35B raised in Q4 ($112B for 2025). These operational beats support long‑term fee visibility. Record 2025 Results & Dividend
• Positive Sentiment: Dividend hike: BAM’s board raised the quarterly dividend to $0.5025 (15% increase; ~4% yield), signaling confidence in cash flow and supporting income‑oriented investor demand. Dividend Increase
• Positive Sentiment: Earnings beat: Q4 EPS topped consensus (reported $0.47 vs. estimates ~ $0.41–$0.43), reinforcing the better revenue/fee trajectory. Earnings Call / Press Release
• Positive Sentiment: Street support: BMO upgraded BAM to Outperform and JPMorgan raised its price target from $68 to $72 (even while keeping a neutral rating) — both moves lift the consensus valuation outlook. BMO Upgrade JPMorgan Price Target Lift
• Neutral Sentiment: CEO succession: Connor Teskey was named CEO (Bruce Flatt remains Chair and will continue as CEO of Brookfield Corp.), which the company frames as a planned succession to sustain growth — investors will watch execution and messaging. CEO Appointment
• Neutral Sentiment: Strategic initiatives: BAM launched/expanded AI infrastructure plans and new funds (including a $100B program and a $20B JV with Qatar’s Qai) and continued M&A (Oaktree, Angel Oak) — positive for growth but dependent on successful deployment. Strategic Initiatives
• Neutral Sentiment: Business expansion: BAM is expanding real‑estate and solar deals in the U.S., supporting deployment momentum but increasing capital intensity. Real Estate & Solar Deals
• Negative Sentiment: Legal/transaction risk: A law firm is investigating the proposed sale of Peakstone Realty Trust to Brookfield, creating potential deal uncertainty or reputational/legal costs. Peakstone Investor Alert
• Negative Sentiment: Some cautionary items in the release: GAAP net income fell modestly YoY in the quarter and BAM disclosed $2.5B of corporate borrowings and elevated liabilities — these raise short‑term leverage/earnings questions despite strong FRE/DE. Financial Details

Brookfield Asset Management Company Profile

Brookfield Asset Management is a global alternative asset manager headquartered in Toronto, Canada, that specializes in investments in real assets and related private equity and credit strategies. The firm acquires, manages and develops assets in sectors such as real estate, renewable power, infrastructure and private equity, seeking long-term value through active asset management and operational improvements. Brookfield structures and manages commingled funds, listed partnerships and separate accounts for institutional and retail investors.

The company’s products and services include fund management across equity and debt strategies, direct asset ownership and operations, property and facilities management, and capital markets solutions.